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Optivity Telephony Manager Telemanagement Applications

1. Task Frequency Data collection Daily Costing of call records Daily Report generation Monthly Employee Database Weekly External Parties Database Weekly Roles Projects Database Weekly Telephone Configuration Monthly Database Location Books Quarterly Rate Tables Quarterly Archive Call Database Monthly Purge Call Database Monthly Restore Call Database When recovering lost data Data collection daily The collection of call records from the system or optional CDR buffer unit to the PC is a key task of your TBS operations Without this detailed calling information the TBS reports do not contain any call record data Therefore it is important to regularly collect call records from the system Run data collection on a daily basis If there is a problem with the flow of data from the system the system warns you of the malfunction within a short time period This early detection can provide for quick corrective action and minimal data loss To collect data for a system access the TBS for the selected system and then click Tools gt Collection gt Start from its main window From the Start Collection dialog box select either Batch or Real Time mode and then click Start Select the Batch option to perform a one time data collection from the Optivity Telephony Manager System Administration Page 116 of 312 Telecom Billing System system or from the buffer unit Select Real Time to continuously collect CDR
2. To Use Perform real time CDR data collection from Meridian 1 and SL1 SCR Communication Server 1000 systems Collect CDR from MDR 2000 buffer unit COLLECT SCR Collect CDR from PollCat II III buffer units POLLCDR SCR Collect CDR from AT1 buffer unit AT1CDR SCR Collect CDR from AT2 buffer unit AT2CDR SCR Collect CDR from SEB II buffer unit SEB SCR Collect Traffic data from SEB II buffer unit SEBTRAF SCR Collect CDR from Sentinel 2000 buffer unit SNLCDR SCR Optivity Telephony Manager System Administration Page 256 of 312 Appendix A Scripts 553 3001 331 Standard 3 00 August 2005 Page 257 of 312 Appendix B Sample reports Telecom Billing System TBS provides detailed reports that give you specific information about the telephone system s usage and costs that are associated with the entities in your organization By providing statistics on your system they help you assess the effectiveness of your telephone services Cost Analysis reports Extension Detail report The Extension Detail Report see Figure 58 provides a detailed listing of calls and summary totals for each extension If an external parties phone number matches the digits dialed the external parties name will be displayed in the comments field If a match between the digits dialed and an external parties phone number does not exist the comment field will contain the call type Figure 58 Extension Detail report Sample Site Sample Meridian
3. Account Code Rate Tables External Parties or Roles Projects Database Processing X transferred records Your CS 1000 or Meridian 1 can be programmed to output transferred call records also known as X records as individual call records Where required you can set up the TBS to process and report on these X records For example you may want to more accurately identify calling activity within the different departments in your organization Note that this option affects call volumes and therefore makes any costing based on volume plans inaccurate With this option enabled call records representing calls that have been transferred are broken down into individual call records based on the call transfer For example an incoming call that has been transferred once becomes two call records The first call record is identified as an incoming call to a specific extension The second call record is identified as an internal call from the first extension to the second extension If this option is disabled then this is only identified as a single call record Optivity Telephony Manager System Administration Page 72 of 312 Telecom Billing System To set up the TBS to process X records you must edit the Script Configuration initialization file ScriptConfig ini This text file located in your site system directory for example C Nortel Common Data Sample Site Sample System identifies how the X records are processed By def
4. Sample Meridian 1 Sample Site Hold Time by Extension Report Direction Outgoing Corporation MyCompany pios 6 rr 0 00 0 0 201 9 5304 0 0m n 0 202 9 La t6 0 000 0 0 203 1206 0 000 0 0 240 a 2214 0 000 E 3 20 o om E E 700 13316 0 00 o 0 2 0 D 140 04 1 714 a6 26 2mm 9 21554 o 000 0 0 224 14 24628 1 1654 3 n p 12 5336 0 000 0 0 2 13732 o 000 o o Trunk Reports Trunk Group Utilization Report The Trunk Group Utilization Report provides call usage details for each Trunk Group or Service in the Telephone Configuration Database This report gives total calls total incoming and outgoing calls total duration and total costs Clicking on the hyperlinked Trunk Group provides a list of each Trunk Group member 553 3001 331 Standard 3 00 August 2005 Appendix B Sample reports Page 297 of 312 Trunk Utilization Report The Trunk Utilization report see Figure 92 is accessed by selecting a Trunk Group link for the previous report Clicking on the hyperlinked Trunk Group member provides a list of all calls made on that trunk member Figure 92 Trunk Utilization 4 Trunk Utilization Report Microsoft Internet Explorer Ble Edt Yew Favortes Took Hep l Switchl Dallas Trunk Utilization Report Direction Outgoing Corporation Global Knowledge DDD 109 ono onm 2 247 1m 6 D om 326 130 Diagnostic Reports Extension Diagnostic Report The Extension Diagnostic Report lis
5. Position of Currency Symbol 1 1 e Negative Number Format 1 1 Decimal Symbol e No of Digits after Decimal 2 Digit Grouping Symbol Number of Digits in Group 3 4 Forthis example you select Canadian Dollars as the alternate currency Select Alternate Currency tab and then enter the following information e Currency Name Canadian Dollars e Currency Symbol Optivity Telephony Manager System Administration Page 188 of 312 Consolidated Call Cost Reports CCCR e Position of Currency Symbol 1 1 e Negative Number Format 1 1 Decimal Symbol e No of Digits after Decimal 2 Digit Grouping Symbol Number of Digits in Group 3 e Currency Exchange Rate 1 54 Click Apply and OK from the Currency Configuration dialog box to save these settings and return to the CCCR window Notice that the Currency Name and Alternate Currency fields are updated with these new values The Currency Exchange Rates table displays only the Local Currency with the exchange rate of 1 00 To add the exchange rate for Canadian Dollars right click over this grid and then select Add from the pop up menu In the blank line cell that appears enter the following information Currency Canadian Dollars e Exchange Multiplier 1 54 Once you have entered these settings click Apply to save them to the CCCR configuration database Once you have defined a currency you must assign it to the different systems
6. 258 Exception Chronological report 6 006 eee ee eee eee 259 Entity Detail Papi 0524 c 0 e049 esasdedeee ris E oo PIS 260 553 3001 331 Standard 3 00 August 2005 Figures Page 19 of 312 Figure 62 Figure 63 Figure 64 Figure 65 Figure 66 Figure 67 Figure 68 Figure 69 Figure 70 Figure 71 Figure 72 Figure 73 Figure 74 Figure 75 Figure 76 Figure 77 Figure 78 Figure 79 Figure 80 Figure 81 Figure 82 Figure 83 Figure 84 Figure 85 Figure 86 Figure 87 Figure 88 Figure 89 Figure 90 Figure 91 Figure 92 Figure 93 DIES Supply repon duae naETa T GREY SGqEqTAPREESa iq 261 DNIS Detail report auarus Ep 2404 EX RERO REO ed 262 Auxiliary ID Detail report 6 ck can ee eee RACE eee eee ee 263 Authorization Code Detail report 264 Account Code Summary report 0 0 0 0 eee eee 265 Account Code Detail repalt ncadcsccadaavadouus kinena 266 Account Code Detail with Employees report 267 Entity by DUISBOH s oki yd 9 SED 5405544505889 SFOS ROS 268 Corporate Account Code Summary 2000e ae 270 Authorization Code Rollup Summary report 271 Entity Rollup Summary cacesacivsccaesddudsoeesianussa 272 Extension Rollup SUMMA ssiri sssss reris AER EES Rida 273 Role Project Directory sssissssresteissssi striker ERR 274 Extemal Party Directory srs acwnde dee red art paika 275 Undisbursed Verification report 000055 276 Duration Summary Grap
7. For this example you build a System Call Digit Translation table to remove the access code 9 from the digits dialed of the call records This way each call record appears without the access code on reports The digit is the access code used to access a trunk on the to modify these pricing definitions CS 1000 or Meridian 1 system to initiate a call For example your system may require Optivity Telephony Manager System Administration Page 148 of 312 Telecom Billing System that you enter 9 to select a trunk to make an outgoing call Each call record contains the access code digits which are entered as part of the digit stream To translate the digit patterns for all calls perform the following steps 1 Click Call Digit Translation from the Telephone Configuration navigation tree Click File New Digit Translation Table to add a new definition for this table This creates another menu option entitled New Digit Translation Table 1 under this menu option For this new call digit translation a blank table appears in the right pane Rename this table by typing Sample CDT in the Name box Enter the following information in the first line of this grid e Match Digits 9 e Replace Digits Leave the remaining fields and boxes blank If you are not sure of what your access codes are review the collected call records in the Collection tab Data of the System Task pane Access the TBS main window click the Collection
8. The TBS reporting function automatically uses this logo on your reports Standard 3 00 August 2005 Telecom Billing System Page 47 of 312 List of reports The following is a list of the reports that are available for the TBS Cost Analysis Reports The Cost Analysis Reports display costing information for calls made by your employees either by their extensions or authorization codes The tabulated costs are then rolled up to their respective organizational level summaries Costs can also be identified by account codes and then charged back to your clients The following is a list of the available Cost Analysis Reports e Extension Detail Report e Extension Detail Report with Account Codes e Exception Chronological Report Entity Detail Report e Dialed Number Info Service DNIS Summary Report e DNIS Detail Report e Auxiliary ID Detail Report e Authorization Code Detail Report e Account Code Summary Report e Account Code Detail Report with Employees e Account Code Detail Report e Entity Summary Graphs e Organization Roll up Summary Graphs e Account Code Roll up Summary Reports e Authorization Code Roll up Summary Reports e Entity Roll up Summary Reports e Extension Roll up Summary Reports Optivity Telephony Manager System Administration Page 48 of 312 Telecom Billing System Directory Information Reports The Directory Information Reports provide you with details about your system s corporate databases Suc
9. e Call Tracking ID Code e Schedule Print Print Setup e Reset Reset Longest Call e Employee Database Options e Detail File e Pause e Exit Real Time menu The Real Time menu contains functions and commands used to view communications parameters select connection scripts and connect to the 553 3001 331 Standard 3 00 August 2005 Call Tracking Page 203 of 312 system to start and end a real time monitoring session For a complete list of script files used for communications and data collection refer to Appendix B Script File Summary in Optivity Telephony Manager System Administration 553 3001 330 The following is a list of the functions and commands in this menu Edit Database Connect Disconnect Filters menu Use the Filters commands to set the filters for the call records as they are being monitored You can for example set a filter to have Call Tracking only collect call records having a set minimum call duration You can select up to ten different filters and have Call Tracking include or exclude only the call records matching these filters The following is a list of the functions and commands in this menu Definitions Include Exclude Alarms menu The Alarms menu contains functions used to configure the Call Tracking alarm monitor These alarms can be sent to your PC as a visual or audible alarm or to an external device such as a log file printer or network works
10. Overview The following is an overview of some of the features of TBS Web Reporting e TBS Web Reporting produces a variety of costing reports detailing your organization s calling activities e Based on your access rights you can view call detail information for any level in your organizational hierarchy for example departments and users both from a summary level and a detail level e ts reports provide details on the actual telephone usage of your system Management can then isolate individual users or departments who are not utilizing the telephone system properly through misuse or neglect Optivity Telephony Manager Telemanagement Applications Page 192 of 312 TBS Web Reporting e ts intuitive interface allows you to easily access this information through any PC Simply run a web browser access the OTM web server and run TBS Web Reporting Using TBS Web Reporting This section contains a brief overview of the TBS Web Reporting main web interface For complete details on each of its functions refer to the online Help TBS Web Reports The TBS reports provide you with thorough and detailed information about your telephone system These reports detail and summarize your telephone system s usage assign costs to the appropriate cost centers and display information on your system s organizational databases Once you have logged in to OTM web you can view the TBS Web Reports TFigure 47 on page 193 shows a sample pa
11. e Location Summary Graphs Surcharge Reports The Surcharge Reports display costing information for calls made through your system They itemize the total usage charges by cost surcharge profit and total cost billed amount The tabulated costs are then rolled up to their respective organizational level summaries These costs are identified by the associated authorization codes and extensions on the entity reports The costs can also be identified by account codes and then charged back to your clients The following is a list of the available Surcharge Reports e Exception Chronological Surcharge Report Entity Surcharge Summary Report e Entity Surcharge Detail Report e Account Code Surcharge Summary Report e Account Code Surcharge Detail Report e Account Code Surcharge Roll up Summary Reports e Entity Surcharge Roll up Summary Reports Utility Tools Reports The Utility Tools Reports provide assistance in managing the telephone configuration databases These reports highlight features of your telephone configuration that must be updated regularly to keep your network management and fiscal reports accurate Optivity Telephony Manager System Administration Page 50 of 312 Telecom Billing System The following is a list of the available Utility Tools Reports e Trunk Diagnostic Report e Telephone Configuration Report e System Configuration Report e Extension Diagnostic Report e Authorization Code Diagnostic Report e
12. From the Cost Field drop down list box select DDD This determines the report grouping and summary field on reports Cost fields are defined in the Cost Field table 4 From the Print Option drop down list box select Detail This indicates that these calls should appear in the main report body of the detail reports 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 157 of 312 5 In the Route Description box enter DDD This is the route used on detail reports for this call This completes the defined service for the main node You have now defined how calls from this trunk should be costed according to the template you created Click File gt Close to save this information and return to the TBS main window Step 9 Test telephone configuration Now that you have entered your system s costing model and configuration you should test the accuracy of the configuration To do so you must apply these costs to the collected call records and print some reports to review the generated costs Apply costs to call records The TBS applies the costs based on your Telephone Configuration Database and Rate Tables as a separate step to data collection That is once you have collected the call records from the CS 1000 or Meridian 1 system you must apply costs to them as a separate step To apply these costs to the collected call records perform the following steps Click Tools gt Costing gt Start from the TBS wind
13. If the data appears invalid then repeat the previous steps checking to ensure that your hardware is connected properly and that you have the correct settings Check the parameters on your CS 1000 or Meridian 1 system and the MDR 2000 ISD This completes the steps required to initiate a data collection and verify the call records Standard 3 00 August 2005 Telecom Billing System Page 137 of 312 Step 6 Obtain LTM from the system Before you start entering the telephone configuration you must first obtain the List Trunk and Member LTM report from the CS 1000 or Meridian 1 system This provides you with invaluable information on how to set up your configuration Note If you have ISA the LTM does not show any members for the service routes You should print the Route Data Block RDB to determine the service routes associated with the ISA routes All members indicated in the ISA route must be added to the associated service routes To obtain the LTM and RDB information for your configuration access the system and then print the associated LTM and RDB reports Step 7 Set Up Organizational Hierarchy and Employee Databases The next step is to set up your Organizational Hierarchy and Employee Databases to include the extensions for the guest rooms and suites as well as for your hotel staff Set up Organizational Hierarchy Database The Organizational Hierarchy Database stores the information for the different levels
14. Optivity Telephony Manager System Administration Page 166 of 312 Telecom Billing System 5 Inthe Collection Scripts field enter either sl1new col or sllold col depending on the type of CDR data produced by the system 6 Click OK to save these settings This completes the steps to setting up the TBS to collect data from the OTM DBA application You can now run the Collection command from the Tools menu to collect this data E mail reporting feature TBS GCAS CCCR and CRS utilize the OTM e mail reporting feature Before you begin To enable this feature you must have the following Internet access e Access rights to an Simple Mail Transfer Protocol SMTP outgoing mail server Using the E mail feature The following steps describe how to use the e mail feature beginning with the Reporting dialog 1 In TBS GCAS or CCCR menu select File gt Reports The Reporting window appears see Figure 41 on page 168 In CRS the Reporting dialog is the main screen of the application 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 167 of 312 Figure 41 Reporting x C3 Telecom Baling System Report Uber G boom Dang System Rapoils o 3 Cos Analysis Outpt Type eS 3 Directory Information Rich Text Format Schedule e Frequency Schedue C Sucharge Fie Name an C3 Utity Toots C WottelvotmyCommon D alaNO E Er E Trallic Reports Help Trurk Group Utilization Graphs F Send Fie Using
15. and then check them Remember to update these databases on a weekly basis Telephone Configuration Database monthly The Telephone Configuration Database contains the information needed to cost your telephone carrier s services Periodically you may be required to enter changes to ensure the accuracy of your rates These changes may involve edits to the rate tables carrier pricing templates or to the trunk tables To avoid any problems follow these steps during your Telephone Configuration Database updates Print the Telephone Configuration Report 2 From the Reporting dialog box click TBS Reports gt Utility Tools Telephone Configuration 3 Select Printer as the Output Type and then click Go to print this report Check that the information on this report is complete Review the information for accuracy with the appropriate personnel Make the appropriate changes to the Telephone Configuration Database Access this database by clicking Edit gt Telephone Configuration from the TBS main window Optivity Telephony Manager System Administration Page 122 of 312 Telecom Billing System Location Books quarterly Location books serve two purposes in calculating costs for the TBS Their first and primary purpose is to find a meaningful location name for the source and destination of a phone call The second purpose is to obtain additional rating information which is used to determine the cost of a call That is it iden
16. list of reports available in Telecom Billing System 47 list of the telemanagement applications 33 List Trunk and Member LTM report 90 Location Books 54 Location Summary Report 48 Long Distance Service Definition 104 M Mask characters 229 mask properties 228 MDR 2000 connection to Meridian 1 or Succession CSE 1000 78 customization strings 84 security precautions 78 Merge Root Nodes 180 O online Help 36 Organizational Hierarchy Database 51 Organization Roll up Summary Graphs 47 overlay 15 77 overlay 16 77 overview of Consolidated Call Cost Reports 173 overview of Telecom Billing System Web Reporting 191 overview of Telecom Billing System Web Reporting main Web interface 192 P Printer output 44 publications related 29 Purge Call Database 42 purpose of guide 35 R Rate tables 55 real time collection in Call Tracking 211 Refresh Site List 177 report filters 195 reports 193 reports available in Telecom Billing System 42 Restore Call Database 42 Rich Text Format RTF output 44 Ring Time Analysis Report 48 Ring Time by Extension Report 194 Ring Time by Time of Day Report 194 Ring Time Report 48 Role Project Directory Report 48 Roles Projects Database 52 roll up summaries 194 S sample Filters page 195 sample page 192 screen output 43 Script Configuration initialization file 73 server PC 197 Server setup 197 Setup utility 197 Sn
17. of Calls 14 Total Minutes 230 43 Total Gost 2304 Total with Taxes 23 04 Optivity Telephony Manager System Administration Page 268 of 312 Appendix B Sample reports Entity Summary Graphs Entity by Duration The Entity by Duration graph see Figure 69 displays the duration of calls per entity Figure 69 Entity by Duration Duration hh mm ss Entity m Incoming m Outgoing 553 3001 331 Standard 3 00 August 2005 Appendix B Sample reports Page 269 of 312 Organizational Roll Up Summary Graphs Calls Costs and Duration e Corporate Summary by Calls e Cost Center Summary by Costs e Department Summary by Duration Account Code Roll up Summary Corporate Summary report The Account Code Rollup Summary report see Figure 70 provides a summary of telephone usage rolled up to each Organizational Unit at the selected level in the Organizational Hierarchy Calls are allocated to a unit based on the users Employees External Parties and Projects assigned to that unit and its sub units A user is responsible for all calls having an account code that is assigned to them Calls that do not have an account code are not included on the report Figure 70 is an example of the Corporate Level Rollup Report Optivity Telephony Manager System Administration Page 270 of 312 Appendix B Sample reports Figure 70 Corporate Account Code Summary Sample Site Sample System Corporate Account Code Summa
18. 3403 3 52 00 PM 12 Normal Trunk 000009 Ext 3846 3 51 00 PM 13 Normal Ext 3535 Trunk 000019 3 48 00 PM 44 Norms Trunk nnnnnz Es aRAS 2 60 00 DM Record i 4 If 1 nj of 55 4 6 If the data appears invalid then repeat the previous steps checking to ensure that your hardware is connected properly and that you have the correct settings Check the parameters on your system and the MDR 2000 ISD This completes the steps required to initiate a data collection and verify the call records Step 6 Obtain LTM from the system Before you start entering the telephone configuration you must first obtain the List Trunk and Member LTM report from the system This provides you with valuable information on how to set up your configuration Note If you have Internet Security and Acceleration ISA the LTM does not show any members for the service routes You should print the Route Data Block RDB to determine the service routes associated with the ISA routes All members indicated in the ISA route must be added to the associated service routes Optivity Telephony Manager System Administration Page 90 of 312 Telecom Billing System To obtain the LTM and RDB information for your configuration access the system and then print the associated LTM and RDB reports Step 7 Set up telephone configuration The next step in setting up the TBS is to define the telephone configuration This identifies how the TBS processes the call rec
19. 553 3001 331 Standard 3 00 August 2005 General Cost Allocation System GCAS Page 219 of 312 To access these databases click Edit from the main window and then select the following Organizational Hierarchy This database contains the different structural levels within your organization for example departments divisions and so on You can create up to twenty different levels in this hierarchy The Organizational Hierarchy and the Level editor are used to create name and arrange these different organizational levels The employees in your organization are assigned to these levels The cost summary reports can then summarize the calling activity and associated usage costs by these levels Employees This database contains information about your organization s employees which is relevant to the GCAS It includes such information as your employees names telephone extensions authorization codes and their locations within the organizational hierarchy This information is required to allocate charges to the proper extensions and cost centers within your organization External Parties This database contains information about individuals or companies with whom you have regular contact It includes such information as the external party s name address telephone number and account code Roles Projects This database contains information about the different roles or projects that require reporting in the GCAS It is used to assign exte
20. For example enter the following values e Type Dial Up e Phone No 222 e Redials 3 e Port COMI e Baud Rate 9600 e Data Bits 8 e Parity None e Stop Bits 1 3 Inthe Collection Script box enter the name of the script file that is used for this data collection This file contains the instructions used to communicate with the buffer unit and collect data from it The script filename you select depends on the type of buffer unit and the format of the data being collected For example if you are collecting data from the MDR 2000 ISD then select MDR2000 COL Refer to Telecom Billing System TBS scripts on page 249 for a list of supported buffer units and their corresponding script filenames 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 87 of 312 In certain cases you may want to report on transferred call records also known as X records and on Abandoned calls also known as B records With the X record option call records representing calls that have been transferred are broken down into individual call records based on the call transfer For more information on reporting on X and B records refer to the sections Processing X transferred records on page 72 and Processing B Abandoned call records on page 73 Note that X records cannot be processed if you are collecting data from the MDR 2000 ISD Click OK to select these options and return to the TBS main window Test data collection Now th
21. High Range fields enter the trunk range up to 7 digits in the format R R RMMM where R R R represents the trunk route number and MMM represents the trunk member number The digits RMMM are required The leading digits R R are optional if they are 0 In this example the trunk route is 2 and the trunk member numbers are 001 to 046 Therefore for this example enter the following e Total Number of Equipped Trunks 1 Line Description CO Trunks Low Range 2001 High Range 2046 Note on Billing Parameters For certain types of calls for example international calls you may need to enter a connect time adjustment or a minimum call duration to allow for a 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 105 of 312 delayed connection Enter this information in the Billing Parameters table of the Service Definition tab as shown in Figure 28 on page 107 Click the first record line of the Billing Parameters table and then perform the following steps to enter a minimum call duration and a connect time adjustment for international calls 1 Inthe Match Digits box enter 011 The system interprets all calls starting with the digits 011 international calls and applies the minimum call duration and connect time adjustment from the following fields In the Comments box enter International Calls In the Min Duration box enter 10 This is the minimum call duration in seconds th
22. In the Percentage box enter the percentile tax amount For this example enter 5 Click OK to accept the values and return to the previous dialog box Once you have defined all of the required taxes click Close to save them and return to the main window In the Cost Profile group box select the appropriate taxes for your bill type from the Tax drop down list boxes Once all of the information for your bill type is entered click Save to add the new bill type to the GCAS 553 3001 331 Standard 3 00 August 2005 General Cost Allocation System GCAS Page 231 of 312 Deleting bill types To delete a bill type you need to search the menu view and highlight the desired bill type for deletion Deletion of a bill type deletes any billing records associated with it The deleted bill type is then removed from the navigation tree To delete a bill type perform the following steps 1 From the navigation tree view of the GCAS main window click the bill type to be deleted 2 Click File Delete Bill Type Create billing records After having defined your bill types you can now enter individual billing records or items that belong to them To enter your new billing records perform the following steps 1 From the navigation tree view of the GCAS main window click a defined bill type and then click Records tab 2 Click Insert New Record command button The Record Editor dialog box appears See Figure 54 on page 232 Optiv
23. Telecom Billing System Page 101 of 312 Figure 26 Telephone Configuration editor F4 Main Node Telephone Configuration la x Call Digit Translation Sample CDT Carrier Pricing Template Surcharging Call Type Cost Field This completes the steps for creating a new Telephone Configuration table and entering its general information Add Main Node Node Information Editor The next step in entering this telephone configuration is to define the general information for the main node Since a telephone configuration can contain multiple nodes you must define each node separately For example your company s telephone system may span different offices nodes which may use multiple tie trunks For this example you are creating the minimum required node the Main Node Optivity Telephony Manager System Administration Page 102 of 312 Telecom Billing System To add a node to this defined configuration click the menu option Telephone Configuration Head Office which you just created in the previous steps and then click File gt New Node To edit this node perform the following steps 1 In the Node Name box as shown in Figure 27 on page 104 enter the name for this node For example enter Main Node The title in the menu changes to Main Node In the Node Location box enter the city and province state for your company For example enter Dallas Texas In the Main Phone Number bo
24. To set up the TBS to collect data from the OTM DBA application see Figure 40 on page 166 perform the following steps 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 165 of 312 Figure 40 Setting up TBS to collect data from OTM DBA System Configuration x System Colection Transmission amp lams Optional Settings Backup collected data to image file Selected Collection Script must support this option Pritt collection log to default preter This setting is computer speciic Connection Settings paud nd AL 7 r Ne V Delete File s After Collection e ff Eie Name E Nettet otmi Commen Date OTM lebe eb212 detad img Scripts Collection Scaipt fillnew cel gt E Login Name ao Password 1 Access the System Configuration Collection function by clicking Options System Configuration from the TBS main window Click the Collection tab Figure 40 and enter the following information From the Connection Settings Type drop down list box select File Enable the Delete File s After Collection check box If this check box is disabled for example not checked then duplicate records will be collected 4 Inthe File Name field enter directory and filename of the DBA text file e g C Nortel Common Data Sample Site Sample Meridian 1 detaill img To search through your system for this file click the ellipsis command next to the File Name field and navigate to the file
25. To view each record in a dialog box click the record line and click Edit For example to edit the International pricing definition click the record line for International you may need to scroll across the grid to locate International in the Comments box and then click Edit In the dialog box that appears simply enter the desired information for it Once you have entered the rate information for each type of call click OK to save it and return to the Carrier Pricing Template grid To modify pricing definitions perform the following steps International Calls 1 Click the record line in the Carrier Pricing Template grid that contains International in the Comments box and then click Edit 2 Enter the information as listed in the dialog box shown in Figure 24 for International calls and then click OK Figure 24 Carrier Pricing Template International Calls amp Carrier Pricing Template x Comments INTERNATIONAL Location Book Teleglobe International Location Book x Best Guess Lookup Rate Filename z Rate Table z Use Volume Discount Plan Call Type International T Cost Minute 0 00 Cost Call 0 00 Initial Duration Rounding Period 1 Seconds Cost Pulse 0 00 Additional Duration Rounding Period 1 Seconds Cost Adj 0 ee 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 97 of 312 Long Distance National Calls 1 Click the record line in the Carrier Pricing Template
26. it contains random characters then there is probably a communications problem Step 3 Install rate tables and location books Before you configure the TBS you must install the rate tables that reflect your telecommunications provider s rates These provide such rates as long distance charges for direct dialed calls to North America as well as international long distance charges The TBS requires these rate tables to accurately apply costs to your long distance calls As well as rate tables you must install a set of location books for your software Location books contain codes for the actual locations that are used by the rate tables to determine the charges incurred when calling these locations Optivity Telephony Manager System Administration Page 132 of 312 Telecom Billing System You can obtain rate tables from a rate service or from your dealer Remember that the rate table files must be compatible with the TBS software If in doubt check with your supplier before purchasing any rate tables Install the rate tables and location books using the instructions included with them Remember to install the rate table files onto your OTM TBS directory so you can select the appropriate rate table files when you are defining your carrier pricing templates Step 4 Run TBS so it can be configured If OTM is not already running click OTM Navigator from the StartUp program group In the OTM Navigator open a predefined site and sys
27. this system is enabled the icon next to the system in the Consolidated Server list turns yellow otherwise the icon is gray These icons allow you to view at a glance which systems are enabled for the CCCR configuration database If this check box is turned off that is this system is disabled the TBS data from this system is not included in any reports By default each system is disabled Name This read only field identifies this system You previously named the system when you created it in the OTM Navigator Costing Configuration This drop down list box contains a list of all of the telephone configurations that are part of the systems included in the server From this drop down list box select the telephone configuration to be used to cost this system on your reports This list box is auto populated from the originating system If this system contains only one configuration then that configuration appears in this drop down list box by default otherwise it defaults to None You must select a configuration from this list before this system can be enabled Currency This drop down list box lists the currencies that have previously been defined in the Currency Exchange Rates grid of the Currency Properties tab From this drop down list box select which currency you want to use for this system s reports By default it displays Local Currency Corporate Properties The Corporate Properties tab contains the basic information r
28. to a file or to an e mail address 4 Ifyou do not want to select filters or sorting criteria for this report click Go to generate the report See the following steps for information on selecting filter and sorting criteria Before you generate your reports you can select parameters filters and sorting criteria that determine what data appears on the report and how the report details are sorted Select report filters To enter your filter and sort information perform the following steps 1 To define a filter click the ellipsis button next to the Filter drop down list box This accesses the Filters grid dialog box 2 Inthe Filters grid dialog box click Add This accesses the Filter definition dialog box 3 Inthe Filter definition dialog box enter the following filter values e Filter Name In this box enter the name of the filter This appears in the Filters grid dialog box list and in the Filter drop down menu of the Reporting dialog box You can select this filter by clicking this name in the Filter drop down menu of the Reporting dialog box 553 3001 331 Standard 3 00 August 2005 General Cost Allocation System GCAS Page 237 of 312 Name in Report In this box enter the name of the filter that appears on the applicable reports e Description In this box enter any additional descriptive information about this filter This is for informational purposes and also appears in the Filters grid dialog box 4 D
29. 1 Extension Detail Report Ext 7000 President Bill Printed 14 43 Aug 23 2004 Organizational Position MyC ornpany Digits Dialed 4085653333 4085653333 91 408 565 1111 91 905 850 6666 91 408 565 7777 91 905 563 4444 4085653333 4085652233 9821 3333 91 408 565 3333 Ext 7000 Cost Field All Calls Direction Location Date Cost Route Incoming 16112002 000 DDD Incorring 03112002 000 DDD Outgoing SAN JOSE Ww 21402002 137 DDD Outgoing WOODBRIDGE 122112002 074 DDD Outgoing SAN JOSE Ww 012112002 005 DDD Outgoing BESAMSVILLE 147102002 075 DDD Incoming 022112002 000 DDD Ircorring 20102002 000 DDD Outgoing 21402002 000 DDD Local Outgoing SAN JOSE W 1572112002 435 DDD National Estemal Paty1 OUT GOING Durafon Duration 118 12 33218 6 11812 3 3218 Total of Calls 10 Total Minutes 212 30 Total Cost Total with Taxes Optivity Telephony Manager Telemanagement Applications Page 258 of 312 Appendix B Sample reports Extension Detail report with Account Codes The Extension Detail report with Account Codes see Figure 59 shows all the calls made from a particular extension If an account code is used to make a call this report shows the account code used and the owner of that account code in the comments field If an account code is not used the comments field shows the call type for example Local Similar to the Extension Detail report this report includes such information as digits dialed location a
30. 45 Technology Square Cambridge MA 02139 Copyright 1988 1989 Massachusetts Institute of Technology Permission to use copy modify and distribute this software for any purpose and without fee is hereby granted provided that this copyright and permission notice appear on all copies and supporting documentation the name of M I T not be used in advertising or publicity pertaining to distribution of the program without specific prior permission and notice be given in supporting documentation that copying and distribution is by permission of M I T M I T makes no representations about the suitability of this software for any purpose It is provided as is without express or implied warranty SAX Parser for XML from Apache Version 1 1 for SAX Simple API for XML Copyright c 1999 2000 The Apache Software Foundation http www apache org All rights reserved W3C DOM implementation for Java Copyright 2000 World Wide web Consortium Massachusetts Institute of Technology Institut National de Recherche en Informatique et en Automatique Keio University All Rights Reserved http www w3 org Consortium Legal Cryptix MD5 RFC 1321 and SHA 1 NIST FIPS 180 1 message digest algorithms Copyright c 1997 Systemics Ltd on behalf of the Cryptix Development Team In addition the program and information contained herein are licensed only pursuant to a license agreement that contains restrictions on use and disclosure that may incorporate
31. 6 Click File Reports from the TBS main window The Reporting dialog box appears From the TBS Reports menu folder in the Reporting menu left pane double click the Utility Tools folder From the list of reports that appears click Telephone Configuration From the Output Type drop down list box select Printer From the Configuration drop down list box select Telephone Configuration Head Office This represents the telephone configuration you just defined Click Go to print the report Exception Chronological Report The Exception Chronological Report lists in chronological order all of the calls that were made and then collected by the TBS Review this report to verify that the calls were processed and costed accurately Look for calls that have no location except toll free calls Check that the long distance calls have costs assigned to them and that local calls do not Some common errors in the Telephone Configuration Database include incorrect access codes and missing trunks 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 113 of 312 To print the Exception Chronological Report perform the following steps 1 Click File Reports from the TBS main window The Reporting dialog box appears From the TBS Reports menu folder in the Reporting menu left pane double click the Cost Analysis folder From the list of reports that appears click Exception Chronological Report From the Outp
32. Agent software or other Nortel Networks software products Nortel Networks Agent software or other Nortel Networks software products are licensed for use under the terms of the applicable Nortel Networks Inc Software License Agreement that accompanies such software and upon payment by the end user of the applicable license fees for such software 2 Restrictions on use reservation of rights The Software and user manuals are protected under copyright laws Nortel Networks and or its licensors retain all title and ownership in both the Software and user manuals including any revisions made by Nortel Networks or its licensors The copyright notice must be reproduced and included with any copy of any portion of the Software or user manuals Licensee may not modify translate decompile disassemble use for any competitive analysis reverse engineer distribute or create derivative works from the Software or user manuals or any copy in whole or in part Except as expressly provided in this Agreement Licensee may not copy or transfer the Software or user manuals in whole or in part The Software and user manuals embody Nortel Networks and its licensors confidential and proprietary intellectual property Licensee shall not disclose to any third party the Software or any information about the operation design performance or implementation of the Software and user manuals that is confidential to Nortel Networks and its licensors however Licensee may g
33. CDR from MDR 2000 to produce normalized CDR erases contents of buffer The buffer must be set to collect in image mode Refer to the MDR 2000 ISD documentation for more information on setting the buffer to image mode Note that storing records in image mode will reduce the number of records that can be stored in the buffer unit Therefore if your buffer unit is nearing its maximum capacity you should increase the polling frequency CDR data collection from PollCat Ill and PollNet Netlink For the PollNet Netlink via FTP collection scripts POLLNET FTP SLINEW COL and POLLNET FTP SLIOLD COL you must access the Data Collection Configuration function set the Collection Type to Ethernet and then enter the following information the IP Address of the buffer unit e the name of the file from which collection occurs after the IP address value e g 10 12 0 23 PNLAST If a filename is not specified then PNLAST is used as the default filename e the required Login Name and Password Standard 3 00 August 2005 Appendix A Scripts Page 251 of 312 The following script files are used for data collection from the PollCat III and PollNet Netlink buffer units POLLSL1NEW COL POLLSL1OLD COL POLLNET SL1NEW COL POLLNET SL1OLD COL POLLNET FTP SL1NEW COL POLLNET FTP SL1OLD COL Data collection script which collects New format CDR from the PollCat III to produce normalized CDR Data collection script which co
34. Cals Duration 98 10 21 11 8 46 39 191 25 08 46 Total Gost Cost Route Comment 0 00 DDD 0 00 DDD 0 00 DDD 0 40 DDD 0 75 DDD 0 00 DDD 3 07 DDD 0 00 DDD 0 00 DDD 0 03 DDD 1 07 DDD 0 17 DDD 1 18 DDD 0 49 DDD 1 55 DDD 0 28 DDD 0 00 DDD TOTALS Avg Dur 6 20 1 57 6 02 15 14 7 54 Printed 17 21 Sep 30 2002 Local Intemational National Local National Toll Free Other Intemational National National Intemational Intemational National National Local Cost Avg Cost 0 75 0 01 3 89 0 49 0 00 0 00 59 41 1 52 64 05 0 34 64 05 System Administration Page 260 of 312 Appendix B Sample reports Entity Detail report The Entity Detail report see Figure 61 is similar to the Extension Detail report and provides a detailed listing of calls and summary information for each user Employee External Party or Role Project entered in the system Outgoing incoming and internal calls are assigned to each user based on the extension the call was placed from Tandem calls can also be assigned to a user based on the trunk numbers on the call If the trunks fall within one of the trunk ranges assigned to a user in the Corporate Directories the call will appear on that user s report Figure 61 Entity Detail report Ext 2003 Digits Dialed 1212 601 5203 1 717 234 5678 1 212 601 0734 1 616 402 3730 1 212 560 1520 834 5300 Gost Field 800 Service Long Distance Unassigned 553 3001 331
35. Configuration from the TBS main window Figure 36 on page 144 is a sample Telephone Configuration editor When you access this function for the first time it appears with blank menu options in the Telephone Configuration navigation tree Standard 3 00 August 2005 553 3001 331 Telecom Billing System Page 143 of 312 Figure 36 Telephone Configuration editor Telephone Configuration New Configuration New Node New Trunk Group Call Digit Translation New Digit Translation T able Carrier Pricing Template Sample Rates Sample Carrier Pricing Template Surcharging Sample Surcharging Administration Guest Residence Suites Call Type Cost Field Form View E NUM LL Review the LTM report from the CS 1000 or Meridian 1 system to identify the call types for reporting For example you can set up the call types CO DID 800 and TIE With this information you can set up columns of costing details or cost summaries for these call types Update Call Type Definitions The Call Type Definition function contains a list of the types of calls that may be used by your organization for example International Local and so on You select these call types when you define the dialing patterns of your organization in the Carrier Pricing Template Select these predefined call types when entering your costing and reporting options The Call Type Definition function li
36. E Mai Hes E Turk Usage 8 Trurk Utiizsson Report 3 B Traci Greph B Tark Detal Fiter B Tandem Tie Summary DEA E 53 Custom Reports 7 SAMPLE Reports Sat INone J Configuration r Description The Trunk Utilization Report provides call usage detads for each trunk assigned to Trunk Groups or Services in the Telephone Conlig raton Database zi From the Reporting window select a report Complete the Filter Sort and Configuration portions of the profile as applicable 4 To create a report file type select either Rich Text Format or Snapshot Format from the Output Type drop down list box only these two file types are supported by the e mail feature 5 When sending a file by e mail the Reporting system saves a copy of the RTF or Snapshot Format file using a name and location that you specify and the e mail feature attaches a copy of this file to the e mail created a To name and select a location for storing the RTF or Snapshot file select the ellipsis button from the File Name text box b Provide a file name and file location for the RTF or Snapshot Format report file using this common Windows dialog box Optivity Telephony Manager System Administration Page 168 of 312 Telecom Billing System Select the Open button to complete this step and close this dialog Select the Send File Using E Mail check box 7 To configure your system and the current report for e mail capabilities
37. Half Group Meridian 1 PBX 61C CS 1000M Single Group Meridian 1 PBX 61C CP PII CS 1000M Single Group Meridian 1 PBX 81 CS 1000M Multi Group Meridian 1 PBX 81C CS 1000M Multi Group Meridian 1 PBX 81C CP PII CS 1000M Multi Group For more information see one or more of the following NTPs e Communication Server 1000M and Meridian 1 Small System Upgrade Procedures 553 3011 258 e Communication Server 1000M and Meridian 1 Large System Upgrade Procedures 553 3021 258 e Communication Server 1000S Upgrade Procedures 553 3031 258 Optivity Telephony Manager System Administration Page 26 of 312 About this document Intended audience This guide is intended for CS 1000 and Meridian 1 system administrators using a Microsoft Windows based PC for management activities It assumes that you have the following background Working knowledge of Windows 2000 Server Professional and Windows XP Professional operating systems Familiarity with CS 1000 and Meridian 1 system management activities Knowledge of general telecommunications concepts Experience with windowing systems or graphical user interfaces GUIs Knowledge of Internet Protocol IP Conventions Terminology 553 3001 331 In this document the following systems are referred to generically as system Meridian 1 Communication Server 1000S CS 1000S Communication Server 1000M CS 1000M Communication Server 1000E CS 1000E The following systems
38. Herberger Organizational Position Global Knowledge Richardson Design Jack Totals for Ext 2003 Herberger Jack Calls 4 0 0 4 Direction Location Outgoing NEW YORK Outgoing HARRISBURG Outgoing NEW YORK Outgoing GRANDHAVEN Outgoing NEW YORK Outgoing GRANDPRARI INCOHING Duration 5 10 0 00 0 00 5 10 Total of Calls 10 Cost 4 00 0 00 0 00 4 00 NY USA Pa USA NY USA Mi USA NY USA TX USA Calk 0 5 1 6 Total Minutes 13 97 Date Time 1241 2002 9 03 1241 2002 9 04 12472002 9 04 1241 2002 9 07 12 1 2002 9 07 1241 2002 8 57 Calls 10 OUTGOING Duration 0 00 1 30 718 8 48 Standard 3 00 August 2005 Duration 0 08 0 50 0 06 0 18 0 08 7 18 13 58 Cost 0 00 0 95 0 00 0 95 Calls 4 5 1 10 Sample Site Sample System Cost Route 0 19 DDD 0 19 DDD 0 18 DDD 0 19 DDD 0 19 DDD 0 00 4 95 Duration 5 10 130 718 13 58 Total Cost Total with Taxes Entity Detail Report Printed 17 34 Sep 30 2002 Comment LD LD LD LD LD Local Summary TOTALS Avg Dur Cost Avg Cost 118 4 00 1 00 0 18 0 35 0 18 718 0 00 0 00 1 24 4 95 0 50 4 95 4 95 Appendix B Sample reports Page 261 of 312 DNIS Summary Report The DNIS Summary report see Figure 62 is intended as a summary of the DNIS Detail report It provides the number of calls made to each DNIS number and the total duration and cost of those calls Figure 62 DNIS Summary
39. Sarah Hamton Adam Hornby Sam Kandy Kensington Library Lorry MacDonald Madison Malone Martin kA Scb 3 Ablank Employee Editor appears Enter the employee information in the following fields Identification This is a unique identifier for this employee For this example enter 001 First Middle and Last Name fields These fields contain the employee s name for informational purposes For this example enter John Adam Smith Job Title For this example enter Sales Manager Org Path This represents the employee s location in the organizational hierarchy For this example enter Acme Company Head Office Sales Manager In this field enter the employee s manager This can be selected from the drop down menu For this example enter M President 553 3001 331 Standard 3 00 August 2005 General Cost Allocation System GCAS Page 225 of 312 e Email In this field enter the employee s e mail address For this example enter jasmith acme com Street No City Prov State Country Postal Zip In these fields enter the employee s address For this example leave these fields blank e Description In this field enter any additional comments about this employee This is for informational purposes only For this example leave this field blank 4 Theright pane allows you to add any assets that should be assigned to the employee for billing and reporting purposes This can include such assets as account codes exten
40. Telephone Configuration Database uses these templates to assign costs to the calls based on the trunks used and the digits dialed For this example you define a template for regular long distance service with multiple pricing definitions For each digit pattern that represents a billable call assign either the rate file and table from your telephone company or a flat per minute or per call charge Add the flat per call charges to the cost assigned by the rate file of your telephone company Optivity Telephony Manager System Administration Page 94 of 312 Telecom Billing System Carrier Pricing Template Sample Rates To enter the sample carrier pricing template perform the following steps 1 From the Telephone Configuration navigation tree click Carrier Pricing Template and then click File New Carrier Pricing Template This displays the Carrier Pricing Template grid in the right pane See Figure 23 In the Name field enter Sample Rates Click Use Default Template to create a set of default values for North America Update these values with your own system requirements Figure 23 Carrier Pricing Template F Hain Node Telephone Configuration ioi x EB Eile Edit View Help 8 xl Telephone Configuration Telephone Configuration Main Head Dffice Carrier Pricing Template Head Office Rates Carrier 1 Call Digit Translation Name Sample Rates Carrier Pricing Template Sample Carrier Pricing T
41. a call resofd 6 440404 44 04444440404 44444 hen RR Y ES 68 Setting up the TBS Example scenario 2220000005 75 Seung up he TBS SUMMAY oed ES Hr CERE TET EXXERCE YR TE YEA 75 Step 1 Ensure that the system is set up properly 76 Step 2 Install and set up buffer unit 2 2000002005 77 Step 3 Install rate tables and location books less 84 Step 4 Run TBS so it can be configured 000s cee een eeee 85 Step 5 Set up and test data collection 0 0 0 0 0 cee eee 86 Step 6 Obtain LTM from the system sssoeeeee e en 90 Step 7 Set up telephone configuration 2 00222005 91 Step 8 Test telephone configuration 200000e eee 110 Update databases 2 646 605 5460 8646444 GR4 4 ARA ERA RE OEC REREE 114 Momtenanoe DEBE Lun sosacddos Ro e R1 Xe RE dec hi CR UR oe Barns 115 Schedule or activiti s 1uurasedersad du e ERG rU REGEM GR d 115 Data colection daly codo och Hoes R ERRORES EX EUROGRE NS REO s 116 Costing of call records daily asus deux PER d OEC RO RR ACER es 118 Report generation monthly 2666 6 60 cece eee n 119 Database updates 4 2454 cee ees REA RRREERRRPLTQOPEQCY Y d dA d 120 Call Database maintenance monthly lllslsellssessns 123 553 3001 331 Standard 3 00 August 2005 Contents Page 11 of 312 S A o TP TT 125 System setup for hospitality billing llle 127 EX SORS sen
42. a country in the European Community the Software Directive enacted by the Council of European Communities Directive dated 14 May 1991 will apply to the examination of the Software to facilitate interoperability Licensee agrees to notify Nortel Networks of any such intended examination of the Software and may procure support and assistance from Nortel Networks 7 Term and termination This license is effective until terminated however all of the restrictions with respect to Nortel Networks copyright in the Software and user manuals will cease being effective at the date of expiration of the Nortel Networks copyright those restrictions relating to use and disclosure of Nortel Networks confidential information shall continue in effect Licensee may terminate this license at any time The license will automatically terminate if Licensee fails to comply with any of the terms and conditions of the license Upon termination for any reason Licensee will immediately destroy or return to Nortel Networks the Software user manuals and all copies Nortel Networks is not liable to Licensee for damages in any form solely by reason of the termination of this license 8 Export and re export Licensee agrees not to export directly or indirectly the Software or related technical data or information without first obtaining any required export licenses or other governmental approvals Without limiting the foregoing Licensee on behalf of itself and its sub
43. all of the trunks that have call activity but have not been entered in the Telephone Configuration s data Figure 81 Trunk Diagnostic report Sample Site Sample System Trunk Diagnostic Report Printed 15 28 Oct 2 2002 Inactive Lines Trunks COT Line Description COT 1007 Tie to Austin Line Description TIE to Austin 2002 1010 1011 1015 1018 Unconfigured Lines Trunks 3 5 6 1 8 10 11 14 18 20 23 28 26006 1001002 553 3001 331 Standard 3 00 August 2005 Appendix B Sample reports Page 285 of 312 Telephone Configuration report The Telephone Configuration report see Figure 82 displays the system configuration and rating information entered in the Telephone Configuration Itcan be used to review the cost configuration for each of the services defined in the Telephone Configuration editor Figure 82 Telephone Configuration report Sample Site Sample System Configuration Report Printed 15 30 Oct 2 2002 Standard Configuration Call Digt Remove system access code Call Party Surcharge Standard Surcharge Internal Calls Initial Duration Rounding Period 1 Additional Duration Rounding Period 1 Second Costin Costicall Route Designator Cost Fidd Print Option Outgoing 0 00 0 00 Suppress Home Office Company Locaton Richardson TX Phone Number 214 576 020 Main Node Location Book VHDATA Location Book Curency Exchange 1 Time Zone 0 Tax Name COT Access Code s Call Digit Transhton Te
44. appear on the screen be saved to a file be sent to a printer or be sent to an e mail address You can also filter and sort information within your bill and therefore create reports based on specific information The following Reporting dialog box as shown in Figure 55 illustrates the types of billing reports that can be generated Standard 3 00 August 2005 General Cost Allocation System GCAS Page 235 of 312 Figure 55 Reporting dialog box Reporting B GCAS Report E Assignments by Bill Type E Assignments by Bill Party i B Cost Detail by Bill Type i B Cost Detail by Bill Party l Cost Summary i B Cost Summary by Bill Type i B Cost Summary by Bill Party l Level Summary i B Corporation Summary Report i B Oakville Office Summary Report i E Department Summary Report a 1 i i i i i E Optivity Telephony Manager System Administration Page 236 of 312 General Cost Allocation System GCAS To generate a report perform the following steps From the GCAS main window click File gt Reports 2 Click once on the report that you want to generate from the Reporting navigation tree When you select the report a brief description of it is visible in the description field at the bottom of this dialog box 3 Select the desired output device from the Output Type drop down list box in the Profile group box You can choose to output your report to a printer to the PC s screen
45. applications Where applicable it Optivity Telephony Manager System Administration Page 36 of 312 Overview of telemanagement applications includes any additional system requirements or installation procedures for specific applications Before using these applications you must install and configure them as part of the OTM system Refer to Optivity Telephony Manager Installation and Configuration 553 3001 230 for complete details on installing these applications and assigning them to a site and a system Online and web based Help 553 3001 331 This user guide only briefly discusses the functions and commands of the OTM telemanagement applications It provides you with a basic understanding of each of these applications and helps you to start using the applications For detailed information on each function and command for these applications refer to the online Help function included with them You can use the Help functions to obtain help for topics either directly or through their indexes and word search functions While running these applications you can obtain context sensitive Help on any topic you require by simply clicking Help from a specific window or dialog box This accesses the Windows Help function and displays context sensitive Help information on the current topic To obtain help for a topic in TBS Web Reporting click Help from the currently selected web page This accesses the Help function and displays context se
46. as a separate step To apply these costs to the collected call records perform the following steps Click Tools gt Costing gt Start from the TBS window 2 From the Start Costing dialog box that appears select the Batch Costing Mode option This performs a one time costing of all non costed call records 3 Inthe Available Telephone Configurations list turn on the Telephone Configuration Head Office check box This applies this specific telephone configuration to these call records 4 Click Start to cost the call records The TBS then starts the costing procedure 5 Click the Costing tab Status view of the System Tasks pane to check this process Once it displays the message The Costing task has completed you are ready to generate reports based on the costed call records This completes the steps involved in costing the call records Reapply Costs to Records In some cases it may be necessary to reapply costs to records so that the software can generate valid reports For example a value change or Optivity Telephony Manager System Administration Page 110 of 312 Telecom Billing System correction in the Telephone Configuration database may require new costs TBS does not cost records that have already been costed once Therefore the original costs from the records must be deleted first From the Telecom Billing Services main window 1 Select Edit gt Call Database The Call Database appears 2 Inthe Collected Recor
47. before handling or changing components Caution ESD damage is not always immediate and can result in failures after months of operation Connect MDR 2000 ISD to system and PC The first step is to connect and install the MDR 2000 ISD onto the system It can then collect and store call records as they are output from the system You must then connect the PC to the MDR 2000 ISD so the TBS can collect the call records from its database files For this example you configure and connect modems to the MDR 2000 ISD and to the PC Optivity Telephony Manager System Administration Page 78 of 312 Telecom Billing System Perform the following steps to connect the MDR 2000 ISD to the system and then to the PC via a modem connection Locate the system s SDI port 2 Connect the MDR 2000 ISD to the system s SDI port using an RS 232C cable See Figure 15 on page 79 a Connect one end of the RS 232C cable to the PBX port on the MDR 2000 ISD and the other end to the SDI output port on the system b Use a male DB 25 connector when connecting to the PBX port of the MDR 2000 ISD Figure 15 Meridian 1 to MDR 2000 ISD Meridian 1 or CS 1000 3 Connect the MDR 2000 ISD to the first modem a Connect the null modem cable which is provided with the MDR 2000 ISD from the Modem port of the MDR 2000 ISD to the serial port of the modem b Connect a telephone line cord from the To Line output jack of the first modem
48. by reference certain limitations and notices imposed by third parties Optivity Telephony Manager System Administration Page 4 of 312 Nortel Networks Inc Optivity Telephony Manager software license agreement NOTICE Please carefully read this license agreement before copying or using the accompanying Optivity Telephony Manager software or installing the hardware unit with pre enabled Optivity Telephony Manager software each of which is referred to as Software in this Agreement BY COPYING OR USING THE SOFTWARE YOU ACCEPT ALL OF THE TERMS AND CONDITIONS OF THIS LICENSE AGREEMENT THE TERMS EXPRESSED IN THIS AGREEMENT ARE THE ONLY TERMS UNDER WHICH NORTEL NETWORKS WILL PERMIT YOU TO USE THE SOFTWARE If you do not accept these terms and conditions return the product unused and in the original shipping container within 30 days of purchase to obtain a credit for the full purchase price 1 License grant Nortel Networks Inc Nortel Networks grants the end user of the Software Licensee a personal nonexclusive license a to use the Software either on a single computer or if applicable on a single authorized device identified by host ID b to copy the Software solely for backup purposes in support of authorized use of the Software and c to use and copy the associated user manual solely in support of authorized use of the Software by Licensee This license applies to the Software only and does not extend to Nortel Networks
49. calls on ringing With the Release 23 feature CDR on Busy Tone a B record is produced when the originator of an incoming or internal call disconnects after receiving a busy tone The CDR on Busy Tone B record information is displayed on the third line of the CDR B record for customers with the New CDR format FCDR configured For real time CDR collection of B type records select the script SLINEW COL To collect these records from an MDR 2000 ISD select the script M2KIMG SLINEW COL For more information on these scripts refer to Appendix Appendix A Scripts on page 249 The TBS costs call records Once the TBS collects the call records it runs them through a series of calculations to apply costs to them It then stores these costed call records in the Call Database Each process uses the parameters stored in the Telephone Configuration Database you will see how to configure these later in this chapter The following is a summary of how the call records are processed 1 The Call Digit Translation table of the Telephone Configuration Database translates the digits dialed to remove or edit any access codes 2 The TBS looks up the trunk on which the call went out to see which service definition to check It looks this up in the table of the Telephone Configuration Database s Service Definition 3 The TBS applies any minimum call duration and network connect time adjustment values to the call 4 The TBS identifies the Carrier P
50. contains information about the different roles or projects that require reporting in the TBS To view these databases and add any additional records to them click the appropriate name in the Edit drop down menu of the TBS main window This completes the instructions for getting started with the TBS Refer to the online Help for complete details on all of the commands and functions described in the previous sections Maintenance tasks Once you have initially populated the main databases with your company s information all that you need to do is to collect data apply costs to the call records and generate reports regularly Since the TBS can perform these activities based on a routine schedule you should establish your own schedule of activities to allow for regular data collection and reporting As well you should routinely maintain and back up your databases to keep them accurate The following sections outline the standard procedures that you should incorporate into your regular operational routines They provide a model for you to follow during the operation of the TBS Schedule of activities Table 2 on page 116 contains a recommended schedule of activities that you should follow while using the TBS To simplify these activities use the OTM Scheduler to schedule them to run at regular intervals 553 3001 331 Standard 3 00 August 2005 Table 2OTM Scheduler Telecom Billing System Page 115 of 312
51. does not assume any liability that may occur due to the use or application of the product s or circuit layout s described herein Portions of the code in this software product may be Copyright 1988 Regents of the University of California All rights reserved Redistribution and use in source and binary forms of such portions are permitted provided that the above copyright notice and this paragraph are duplicated in all such forms and that any documentation advertising materials and other materials related to such distribution and use acknowledge that such portions of the software were developed by the University of California Berkeley 553 3001 331 Standard 3 00 August 2005 Page 3 of 312 The name of the University may not be used to endorse or promote products derived from such portions of the software without specific prior written permission SUCH PORTIONS OF THE SOFTWARE ARE PROVIDED AS IS AND WITHOUT ANY EXPRESS OR IMPLIED WARRANTIES INCLUDING WITHOUT LIMITATION THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE This product includes the following software The Purdue Compiler Construction Tool Set written by Russell Quong June 30 1995 Adapted by Terence Parr to ANTLR stuff Parr Research Corporation with Purdue University and AHPCRC University of Minnesota 1989 1995 SNMP Development Kit written by James R Davin Advanced Network Architecture group M I T Laboratory for Computer Science
52. grid that contains National in the Comments box as shown in Figure 25 and then click Edit 2 Enter the information as listed in the following dialog box for national calls and then click OK Figure 25 Carrier Pricing Template Long Distance National Calls amp Carrier Pricing Template x Digit j 9 9 v Comments NATIONAL Location Book JVHDATA Location Book x Best Guess Lookup Rate Filename z Rate Table z Use Volume Discount Plan Call Type National x Cost Minute 0 00 Cost Call 0 00 Initial Duration Rounding Period 1 Seconds Cost Pulse 0 00 Additional Duration Rounding Period 1 Seconds Cost Adj ien Repeat the above steps for other dialed digit patterns where other charges may apply This completes the entries for this template s pricing definitions Define Call Digit Translation The Call Digit Translation function translates the digits dialed on call records This translation can be applied to all outgoing calls in the system or to calls on specific trunk groups in the system This allows the TBS to process and Optivity Telephony Manager System Administration Page 98 of 312 Telecom Billing System 553 3001 331 print a different digit pattern from the one that is actually dialed for example suppressing access codes Note Call Digit Translation does not affect Calling Line ID or Automatic Number Identification CLID ANI digit patterns on
53. method of capturing complete details of outgoing calls which may be further processed Area Code A three digit number used to identify toll centers that are not in the Numbering Plan Area of the calling party Attendant Console operator for the CS 1000M CS 1000S or Meridian 1 system often referred to as the switchboard operator Authorization Code A series of dialed digits that identify the caller and cause the CS 1000M CS 1000S or Meridian 1 system to grant access to services that are otherwise restricted Optivity Telephony Manager Telemanagement Applications Page 300 of 312 Glossary Band A geographical area to which a subscriber is entitled to call Band 1 entitles the subscriber to call fewer area codes than Band 5 It is also referred to as Zone Baud A measure of data transmission speed It is expressed in bits per second which roughly represents the character speed multiplied by 10 For example 300 Baud is roughly 30 characters per second CBX See Private Branch Exchange CCS See Centi Call Seconds CDR Call Detail Recording See Station Message Detail Recording Centi Call Seconds A unit used for the measurement of telephone traffic analysis equivalent to one hundred seconds of telephone usage Central Office Refers to the telephone company office to which incoming and outgoing lines are connected for the subscriber Database A file or group of files which are interrelated or serve a
54. of your PC s control panel Item Time Optional Time that the record was created Time appears in the format hh mm ss Optivity Telephony Manager System Administration Page 234 of 312 General Cost Allocation System GCAS 553 3001 331 Table 6Summary of record fields Continued Field Description Bill Date Required Default is the current date Quantity Optional The quantity of product or service items billed by this record Default is 1 Duration Optional Applicable for Time and Destination Based bill types The default value is 0 00 00 and the format is hhhhh mm ss Total Cost Optional Default is 0 00 Destination ID Optional For Destination Based bill types Digits dialed Destination Location Optional For Destination Based bill types Called location Source ID Source Location Optional For Destination Based bill types ID of the record source for example the source telephone number of a calling card call Optional For Destination Based bill types Location of where the record was made Direction Optional For Destination Based bill types Incoming or Outgoing Route Used Optional For Destination Based bill types Generate reports Once you have created your organizational hierarchy populated your corporate databases and entered your billing information you can generate detail and summary reports listing this information The reports can
55. provide the SMTP port on the SMTP Mail Server you are using The SMTP standard port is 25 Change this parameter only if your SMTP Mail Server s SMTP port was changed to a non standard value Check SMTP Server Requires Authentication check box if your SMTP mail server is set up to require login authentication If your mail server does support authentication provide your Account Name and Password in the text boxes provided Note Very few SMTP mail servers are set up to require login authentication If you check this check box and your SMTP Server does not support authentication the login authentication process may time out and the mail may fail to send This failure will be logged in the Event Log Click OK to save the information you have entered on the Mail Server Configuration dialog and exit to the E Mail Recipients window Figure 43 Optivity Telephony Manager System Administration Page 170 of 312 Telecom Billing System Figure 43 E Mail Recipients Subject Add New Recipiert gt Trurk report Wos holmal com Short Message Turk ilk ation report for lab212 OK Cancel Help 8 Add anew e mail recipient by completing the following a Select the New Add New Recipient row from under the Name and E mail Address list box b Choose one of two following methods to complete the Name and E mail Address for example mailbox 9 computer e g johnd Acme com text boxes Manual method manua
56. report Sample Site Sample System DNIS Summary Report Printed 11 36 Oct 1 2002 Name Number Calls Duration Cost Volume Discount Taxes Total Cost Master Queue 6660 13 2 31 40 0 00 0 00 0 00 0 00 TOTALS 13 2 31 40 0 00 0 00 0 00 0 00 Reviewed roved B Optivity Telephony Manager System Administration Page 262 of 312 Appendix B Sample reports DNIS Detail report The DNIS Detail report see Figure 63 provides details for each DNIS number used individually It lists each call made to that number which extension handled the call the date time duration and cost If CLID information is available on the call it will also display the location from which the call was made Figure 63 DNIS Detail report Sample Site Sample System DNIS Detail Report DNIS 6660 Master Queue Printed 11 38 Oct 1 2002 Organizational Position Practice Organization Ext Directio Location Date Time Duration Cost Route Comment 7000 Incoming 10 20 2002 13 33 12618 0 00 DDD 1501 Incoming 10202002 1323 0 38 0 00 DDD 7003 Incoming 10 200002 8 32 3 40 0 00 DDD 7501 Incoming 1092002 11 18 126 0 00 DDD 7505 Incoming 10482002 14 33 2 40 0 00 DDD 7800 Incoming 10482002 1431 0 32 0 00 DDD 7504 Incoming 10 18 2002 10 54 0 08 0 00 DDD 7503 Incoming 10452002 14 57 1 00 0 00 DDD 7002 Incoming 10 15 0002 12 51 4430 0 00 DDD 7800 Incoming 10442002 17 03 2 30 0 00 DDD 7003 Incoming 10442002 14 43 0 32 0 00 DDD 7501 Incom
57. select the ellipsis button next to the text box below the Send File Using E Mail check box a Provide mail server access information select the Mail Server Configuration button The Mail Server Configuration window opens Figure 42 Note Mail Server Configuration information is shared across all reports and across all applications Enter this information only once and only return if the information changes You may need to contact the administrator of your e mail server s in order to provide the information required by the Mail Server Configuration dialog Figure 42 Mail Server Configuration SMTP Dutgorng Mal Server e g mal Compare com stp hotmail com Sender Display Nama fe 9 Don Smith John Sender E Mal Address e g demiiGicomparr com phebotmal com SMTP Pott 25 r Authenlicaton SMTP Server Requires Authentication b Inthe SMTP outgoing Mail Server text box provide the name address of your SMTP Server for example the server that is 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 169 of 312 used for your outgoing e mail This can be provided in dotted quad for example 123 45 678 9 or domain name e g mymailhost com format In the Sender Display Name text box provide the name that you would like to display in the From name in the Inbox es of your e mail recipient s In the Sender E Mail Address textbox provide your email address In the SMTP Port text box
58. session This completes the steps required to establish a real time connection for Call Tracking Use the Call Tracking Filter Definition and Graphical Display commands to control the display of the call records as they are collected from the system As well you can use the Alarm Setup function to define any required alarms for this session Getting started This section provides an overview of how to run and set up Call Tracking for a real time and data file monitoring session Before using Call Tracking you must install and configure it as part of OTM Refer to Optivity Telephony Manager Installation and Configuration 553 3001 230 for complete details on installing this application System access After you have assigned Call Tracking to a site and system you can set it up to collect and monitor CDR data and configure its alarms The following sections highlight the main functions required to use Call Tracking to collect and monitor CDR data in real time mode and from a data file Note Before proceeding with the data collection you must first select the data collection filename or the communications script used for the connection to the system 553 3001 331 Standard 3 00 August 2005 Call Tracking Page 213 of 312 If Call Tracking has not been assigned to this system it does not appear in the Telemanagement menu To assign Call Tracking to this system access the OTM System Properties function 1 Inthe Communic
59. shown in Calls Origin Ring Time The Ring Time window contains two graphs that display ring time information time taken for an extension to ring before it is answered or disconnected If your release of CS 1000 or Meridian 1 system software supports ring time output then this dialog box displays this information 553 3001 331 Standard 3 00 August 2005 Call Tracking Page 207 of 312 Sample setup for real time monitoring The following sample setup provides information on setting up Call Tracking to connect to the system and collect CDR data in real time mode Sample scenario A user requires a connection between Call Tracking and the system See Figure 49 on page 208 CDR data is output through the SDI port and is routed via a y cable to a CDR buffer unit and to a modem connected to Call Tracking This y cable allows the CDR data to be output in two identical data streams one for storage in the buffer unit optional and the other for real time monitoring by Call Tracking The following details apply e The company s Meridian 1 is located in the switch room of the Head Office and is configured to output CDR information from its SDI port e y cable is connected to the SDI port with one connection to a CDR buffer unit optional and the second to a modem e The modem at the Meridian 1 is configured to communicate with another modem at the Head Office in the PC room This second modem is attached to the PC on COMI on w
60. syntax descriptions Where a variable is two or more words the words are connected by an underscore Example If the command syntax is show at lt valid_route gt valid_route is one variable and you substitute one value for it Indicates command syntax and system output for example prompts and system messages Example Set Trap Monitor Filters Shows menu paths Example Protocols gt IP identifies the IP option on the Protocols menu Separates choices for command keywords and arguments Enter only one of the choices Do not type the vertical line when entering the command Example If the command syntax is show ip alerts routes you enter either show ip alerts or show ip routes but not both This guide uses the following acronyms CDR CLI DBA DNIS IP ISA ISDN call detail recording command line interface data buffering and access dialed number info service Internet Protocol internet security and acceleration Integrated Services Digital Network Standard 3 00 August 2005 About this document Page 29 of 312 SDI Serial Data Interface SMTP simple mail transfer protocol TBS Telecom Billing System Related information For more information about using Optivity Telephony Manager for systems and associated applications refer to the following publications Meridian 1 Integrated Telephony Gateway Trunk 1 0 Basic Per Trunk Signaling Description Installation and Operation 553 3001 116 Desc
61. tab of the System Task pane and then click Data Check the Digits field for any of the outgoing call records If the system inserts an access code in the digit stream it appears here This completes the steps for entering the Call Digit Translation Define surcharges The Bill Party Surcharge function of the Telephone Configuration Database is used to define any charges that are applied to calls in addition to your trunk based charges This function allows for additional telephone usage charges to be assigned to users based on their extensions authorization codes or account codes The following sections describe how to set up the surcharge profiles for this example configuration Surcharge profiles define two key pieces of information they define how to calculate the surcharges and to whom these 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 149 of 312 surcharges should be applied Once you have defined these surcharges and assigned them to a surcharge profile you can select this profile when entering the telephone configuration see next Create surcharge profile and surcharge groups For this example you create the surcharge profile entitled Room Group Surcharge This profile contains the surcharge groups entitled Guest Rooms and Suites These surcharge groups allow you to apply telephone usage charges to the Guest Rooms and Suites that you defined in the Organizational Hierarchy and Employee Databases
62. that are collecting data in that currency To do so access the System Properties for the different systems and assign the new currency to each system Refer to Step 2 Assign systems to consolidated server page 183 Step 6 Generate reports Once you have set up CCCR to reflect your organizational data you are ready to generate your consolidated reports This step outlines how to generate a sample report entitled Entity Detail Report To generate a different report you can perform the same steps as outlined in this example Simply select a different report from the Report list 553 3001 331 Standard 3 00 August 2005 Consolidated Call Cost Reports CCCR Page 189 of 312 To generate the Entity Detail Report perform the following steps 1 Access the Reporting dialog box by selecting File gt Reports from the CCCR main window 2 Select the desired report by clicking the corresponding report name in the Report navigation tree For example to generate the Entity Detail Report select Entity Detail Report from the Report navigation tree 3 Select the type of output from the Output Type drop down list box For example to print the report select Printer Select the optional filters from the Filter drop down list box Click Go to generate the consolidated report CCCR automatically downloads the Call Database information from all of the enabled systems and generate the Entity Detail Report which details the calling activity for t
63. the record line in the Carrier Pricing Template grid that contains National in the Comments field and then click Edit 2 Enter the information as listed in the following dialog box shown in Figure 38 on page 148for national calls and then click OK 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 147 of 312 Figure 38 Carrier Pricing Template Long Distance National Calls amp Carrier Pricing Template x Comments NATIONAL Location Book VHDATA Location Book v Best Guess Lookup Rate Filename z Rate Table z Use Volume Discount Plan Call Type National z Cost Minute 0 00 Cost Call 0 00 Initial Duration Rounding Period 1 Seconds Cost Pulse 0 00 Additional Duration Rounding Period 1 Seconds Cost Adj i Repeat the above steps for other dialed digit patterns where other charges may apply This completes the entries for this template s pricing definitions Define Call Digit Translation The Call Digit Translation function translates the digits dialed on call records This translation can be applied to all outgoing calls in the system or to calls on specific trunk groups in the system This allows the TBS to process and print a different digit pattern from the one that is actually dialed for example suppressing access codes Note Call Digit Translation does not affect Calling Line ID or Automatic Number Identification CLID ANI digit patterns on incoming calls
64. this navigation tree The corresponding server or system properties fields appear in the right pane Server Properties The Server Properties fields contain general information about the sites and systems that are being consolidated into the server of the CCCR database To edit the properties of the server select the server name from the Consolidated Server list left pane of this window In the Server Properties fields that appear enter the following information Server Name This field contains the name of the server as it appears in the navigation tree of the Consolidated Server list By default it is the same name as the Server URL Enter a new name by typing over the existing name Server URL This read only field displays the original name of this server Description In this field enter a description of this server This is for informational purposes only Standard 3 00 August 2005 Consolidated Call Cost Reports CCCR Page 179 of 312 System Properties The System Properties fields contain general information about each system that has been assigned to the server To edit the properties of a system select the system from the Consolidated Server list left pane of this window In the System Properties fields that appear enter the following information Enabled Turn on the Enabled check box to activate this system as part of CCCR This adds the TBS s data to the CCCR database If this check box is turned on that is
65. to delete or purge a range of call records from the Call Database This frees more disk space on your PC for new call records and improves overall system performance You can purge an entire Call Database or you can purge a range of call records within a Call Database based on their call dates This way you can remove any old call records that you no longer require To access the Purge function 1 Select File gt Call Database gt Purge from the TBS main window 2 Enter your purge information and then click Go to start purging the range of call records Optivity Telephony Manager System Administration Page 124 of 312 Telecom Billing System 3 The Archive Restore Purge status dialog box appears with the message Purge is an irreversible action Are you sure you want to purge the records Click Yes to proceed Restore Call Database The Restore function is used to copy or restore the archived call records from an external device such as a network drive back to the Call Database To access the Restore function 1 Select File gt Call Database gt Restore from the TBS main window The Restore dialog box appears 2 Enter your restore information and then click Go to proceed with the restore operation Summary of tasks The following is a summary of the major tasks described in the previous sections as they are run by time period Daily tasks e Collect CDR data from your buffer unit Nortel recommends that you
66. to the telephone jack 4 Connect the PC to the second modem See Figure 16 on page 80 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 79 of 312 a Connect a modem cable from an available communications port for example COM 1 on the PC to the serial port of the second modem If you have an internal modem attached to your PC ignore this step b Connect a telephone line cord from the To Line output jack of the second modem to the telephone jack Figure 16 MDR 2000 ISD to modems to PC Hayes O cx po O w po Modem i Hayes Null Modem Cable 5 Plug in and turn on the MDR 2000 ISD a Plug in the MDR 2000 ISD s AC adapter into the electrical outlet b Insert the AC power supply connector into the 9 VDC jack of the MDR 2000 ISD 6 Plug in and turn on the modems a Plug in the modems AC adapters into the electrical outlets b Insert the AC power supply connector into the power jack of the modem Optivity Telephony Manager System Administration Page 80 of 312 Telecom Billing System 7 Test the MDR 2000 ISD to ensure that it is collecting data Once you have turned on the MDR 2000 ISD all the lights flash briefly and the RUN and BMT indicators remain on After the second valid call record is obtained only the RUN indicator remains on The first valid call is used to populate the buffer registries when the MDR 2000 ISD has been turned off and on The PBX i
67. to work with this hardware These examples are designed to account for the majority of cases and provide you with valuable assistance in getting started Before using the TBS you must install and configure it as part of the OTM system Refer to Optivity Telephony Manager Installation and Configuration 553 3001 230 for complete details on installing the TBS as part of OTM and assigning it to a site and a system Overview of a call record 553 3001 331 Before you enter your system configuration and update your TBS databases you should first understand the nature of the data that is output from the system This will help you to construct your system configuration databases to match your system This section describes the components of a call record as well as how it is processed and costed by the TBS CDR call records which are output from the system and are collected by the TBS contain the key information to producing costing reports The following is a summary of what happens to a call record System outputs call records When a user places or receives a telephone call the system records its information as a CDR record call record This record contains such information as the call s start date and time its duration the trunk it went out On its associated line and the digits dialed This data is sent to the system s Standard 3 00 August 2005 Telecom Billing System Page 69 of 312 Serial Data Interface SDI port From her
68. total call cost into Cost Surcharge and Total Cost amounts Optivity Telephony Manager System Administration Page 282 of 312 Appendix B Sample reports Entity Surcharge 553 3001 331 Entity Surcharge Summary The Entity Surcharge Summary report sums up information on calls by Entity Employee External Party Role Project The Entity value assigned to each call is based first on the Authorization Code associated with it for example the Authorization Code s Primary Entity For calls without an associated Authorization Code the Entity value assigned is the Billable Extension s Primary Entity Tandem calls can also be assigned to an Entity based on the trunk numbers on the call If the trunks fall within one of the trunk ranges assigned to an Entity in the Corporate Directories the call appears within that Entity s data Entity Surcharge Detail The Entity Surcharge Detail report see Figure 80 on page 283 provides a detailed listing of calls and summary information including a breakdown of the total call cost into Cost Surcharge and Total Cost amounts for each authorization code user Entity Employee External Party or Role Project Outgoing incoming and internal calls are assigned to each Entity based on the authorization code used to place the call Calls that have either no authorization code or an unassigned authorization code are charged back using the extension on the call Tandem Calls can also be assigned to an Entity bas
69. well as the status of each process Use this pane to view the status of your data and of the system s functions Figure 2 System Tasks pane Collection J Status Data Data Script Engine launched Clear List Communication parameters sent to the Data Script Engine The Collection task is running THIS IS A SAMPLE SCRIPT WITH 12 SAMPLE RECORDS REPEA e Starting S amp MPLE data collection script stop Collection request has been sent by the user The Data Script Closing SAMPLE data collection script Data Records System Monitor pane The System Monitor pane shown in Figure 3 displays another view of Collection Costing and Transmission activities You can easily view the status of a particular process and determine at a glance if the system is running properly Figure3 System Monitor pane Task Status Start End Errors Warnings Collection User Terminated 10 15 99 10 0 1 Costing Not Running 0 0 Transmission Not Running n n 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 41 of 312 System Alarm pane The System Alarm pane shown in Figure 4 displays any alarm messages to indicate any abnormal activity during the TBS session It displays the alarm messages for alarms that were defined in the System Configuration function When the system encounters an activity that surpasses a defined alarm threshold it displays the corresponding alarm in this pane As well this p
70. with valid dates View menu The View menu contains commands that are used to display or hide the TBS s graphical toolbar and status bar As well you can clear the contents of the Alarms pane and select the data to be displayed in the System Tasks pane Optivity Telephony Manager System Administration Page 56 of 312 Telecom Billing System To access these functions click View from the main window and then select from the following menu options Toolbar Status Bar Clear Alarms Pane Settings Tools menu 553 3001 331 The Tools menu accesses the commands that manage the TBS s main processes Use these commands to start stop schedule and configure the data collection call costing and data transmission processes To access these commands click Tools from the TBS main window and then click the following menu options Note that you can also click the corresponding icons in the toolbar Collection The Collection menu accesses the functions that manage the data collection process Start Collection Starts the data collection in either batch or real time mode Stop Collection Stops the data collection process Schedule Collection Accesses the Scheduler to schedule data collection at a later date and time Configuration Defines the parameters used by the TBS to communicate with and collect data from the CS 1000M CS 1000S or Meridian 1 system Costing The Costing menu accesses the functions that manage the cal
71. you can select when entering your costing and reporting options In this step add any additional call types that you may require for your configuration for example emergency calls If you do not require any additional call types skip this step The following steps demonstrate how to enter a call type For this example enter the call type Emergency for Emergency 911 calls these are sometimes costed differently 1 From the Telephone Configuration navigation tree click Call Type The Call Type Definition grid appears in the right pane with a list of default definitions Click a blank line at the bottom of this grid and type Emergency This adds this call type to this list Figure 22 shows the default call types plus the new one that you just entered Standard 3 00 August 2005 Telecom Billing System Page 93 of 312 Figure 22 Call Type Definition F Main Node Telephone Configuration oO x E Ele Edt view Help le xl E Telephone Configuration E Telephone Configuration Main Call Type Definition Head Office Head Office Rates Carrier 1 ss Call Type si Call Digit Translation Carrier Pricing Template Jincoming Calls Call Type Outgoing Calls Cost Field International You have now told the TBS that calls from this trunk should be costed according to the template you created Define Carrier Pricing Templates Carrier Pricing Templates help determine the type and cost of a call The
72. 0 0 00 3 2128 285 1005 0 0 00 0 00 2 6 56 1 38 1008 0 0 00 0 00 2 1350 0 57 1009 0 0 00 0 00 1 136 0 38 1012 0 0 00 0 00 1 6 34 1 33 1015 0 0 00 0 00 1 0 18 0 18 0 0 00 0 00 31 1 11 46 1306 TOTALS 25 11940 25 00 31 T1146 13 06 Trunk Detail The Trunk Detail Report provides a detailed listing of calls and summary totals for each trunk line 553 3001 331 Standard 3 00 August 2005 Appendix B Sample reports Page 291 of 312 Web Reports Cost Reports Extension Summary report The Extension Summary report provides a summary of calls and totals for each extension Clicking on any entity that is hyperlinked gives a detailed listing of calls for that entity Authorization Code Summary report The Authorization Code Summary report see Figure 89 gives total costs for calls made using an authorization code grouped by the prime owner Authorization codes are not shown for security reasons Clicking on any entity that is hyperlinked gives a detailed listing of calls for that entity Optivity Telephony Manager System Administration Page 292 of 312 Appendix B Sample reports Figure 89 Authorization Code Summary J Mthorization Code Summary Report Microsoft Internet Explorer fee dt Xem Favokes lods tep Home Office Training Authorization Code Summary Report Corporation Global Knowledge hong Distance TE Long Distance Account Code Summary Report The Account Code Summary Report displays the tot
73. 0 56 DDD 7 06 DDD 0 08 DDD 0 10 DDD 9 10 DDD 0 21 DDD 0 28 DDD 1 37 DDD 0 05 DDD 0 67 DDD 2 15 DDD 0 21 DDD 1 12 DDD 0 08 DDD TOTALS Avg Dur 16 28 16 28 Comment National National National National National National National National National National National National National National Summary Costivg Cost 23 04 1 65 23 04 1 65 23 04 23 04 Appendix B Sample reports Page 267 of 312 Account Code Detail with Employees The Account Code Detail with Employees report see Figure 68 shows details on calls made with your company s assigned account codes It displays all of the calls made using a particular account code Each call includes the extension from which the call was made along with the extension s owner Calls that do not have an account code are not included in this report Similar to the Account Code Detail report this report includes such information as the extension number employee name digits dialed and the call date time duration and cost This report is based on the Account Code Detail report Figure 68 Account Code Detail with Employees report Sample Site Sample Meridian 1 Account Code Detail with Employees Printed 14 41 Aug 23 2004 Account ABC Organizational Position ompan Account 667835 Exension Employee Name Direction Digits Dialed Location Date Tme Duration Cost Route 7505 Haris George Outgoing 91408 555 2222 SAN JOSE W C USA 28102002 164
74. 00 4 00 Long 5 130 0 95 0 00 0 00 0 95 TOTALS 10 13 58 4 95 0 00 0 00 4 95 Nolte Diane Calls Duration Cost YDP Off End Tax Total Cost 1 0 26 0 00 0 00 0 00 0 00 800 Senice 3 14 16 3 00 0 00 0 00 3 00 Long 2 2 42 0 76 0 00 0 00 0 76 TOTALS 6 17 24 3 76 0 00 0 00 3 76 Oakry Jeanette Calls Duration Cost VDP Off End Tax Total Cost 1 11 32 0 00 0 00 0 00 0 00 800 Senice 3 3 30 3 00 0 00 0 00 3 00 Long 1 0 40 0 76 0 00 0 00 0 76 TOTALS 5 15 42 3 76 0 00 0 00 3 76 TOTALS 2 4104 1247 0 00 0 00 1247 553 3001 331 Standard 3 00 August 2005 Appendix B Sample reports Page 273 of 312 Extension Roll up Summary Corporate Summary report The Extension Rollup Summary report see Figure 73 provides a summary of telephone usage rolled up to each Organizational Unit at the selected level in the Organizational Hierarchy Calls are allocated to a unit based on the users Employees External Parties and Projects assigned to that unit and its sub units A user is responsible for all calls made from any one of their primary extensions Figure 73 Extension Rollup Summary Sample Site Sample System Department Extension Summary Printed 15 27 Oct 4 2002 Organizational Position Practice Organization Marketing Marketing North America 7505 Harris George Calls Duration Cost VDP Total Cost All Calls 9 25 56 0 00 0 00 0 00 Intemational 2 4 48 1 21 0 00 1 21 Local 4 19 12 0 00 0 00 0 00 National 3 13 48 1 38 0 00 TOTALS 1 03 44 2
75. 1 Succession Communication Server for Enterprise 1000 and Optivity are trademarks of Nortel Networks Microsoft MS MS DOS Windows and Windows NT are registered trademarks of Microsoft Corporation Adobe and Acrobat Reader are trademarks of Adobe Systems Incorporated Regular expression library Author Henry Spencer Copyright c 1986 1993 1995 by University of Toronto CToolbarEx a flat toolbar Copyright C 1997 98 by Joerg Koenig FooWare Java FTP client Covered by GNU General Public License SNMP Construction Kit SCK Copyright C 1998 Yves Soun Covered by GNU General Public License The asterisk after a name denotes a trademarked item Restricted rights legend Use duplication or disclosure by the United States Government is subject to restrictions as set forth in subparagraph c 1 ii of the Rights in Technical Data and Computer Software clause at DFARS 252 227 7013 Notwithstanding any other license agreement that may pertain to or accompany the delivery of this computer software the rights of the United States Government regarding its use reproduction and disclosure are as set forth in the Commercial Computer Software Restricted Rights clause at FAR 52 227 19 Statement of conditions In the interest of improving internal design operational function and or reliability Nortel Networks Inc reserves the right to make changes to the products described in this document without notice Nortel Networks Inc
76. 1 536 056 DDD 7500 Jones Paul Outgoing 91408 555 1111 SAN JOSE W C US 19102002 1128 11038 706 DDD 7503 Audet Franco Outgoing 91408 555 7777 SAN JOSE W C USA 19102002 1343 0 46 008 DDD 7400 Agenti ACD Outgoing 91408 555 7777 SAN JOSE W C USA 19102002 1442 100 010 DDD 7504 Room Conference Outgoing 91 408 585 5555 SAN JOSE W C USA 20702002 1033 13192 910 DDD 7505 Harris George Outgoing 91408 555 7777 SAN JOSE W C USA 20102002 1638 208 021 DDD 7500 Jones Paul Outgoing 91408 555 7777 SAN JOSE W C USA 15702002 1440 248 028 DDD 7000 President Bill Outgoing 91 408 555 1111 SAN JOSE W C USA 21702002 1330 13 40 137 DDD 7000 President Bill Outyoing 91408 85 77 SAN JOSE W C USA 0112002 1521 028 005 DDD 7500 Jones Paul Outgoing 91 408 555 7777 SAN JOSE W C USA 01112002 1742 644 087 DDD 7504 Room Conference Outgoing 91408 555 8888 SAN JOSE W C USA 02410002 1400 2132 215 DDD 7503 Audet Franco Outgoing 91408 555 1111 SAN JOSE W C USA 0912002 1701 206 021 DDD 7504 Room Conference Outgoing 91408 555 8888 SAN JOSE W C USA 11712002 1205 1112 112 DDD 1503 Audet Franco Outyoing 91408 555 5555 SAN JOSE li C USA 21702002 948 0 46 008 DDD Account ABC Summary INCOMNG OUT GOING TOTALS Cost Field Cals Duralon Cost Cals Duralion Cost Calls Duration AvgDur Cost Avg Cost All Calls 0 0 00 0 00 14 35026 2304 14 35026 1628 2304 155 0 090 000 14 35026 2304 14 35028 1628 23 04 165 Total
77. 1 or Succession CSE 1000 215 graphical displays 205 hardware connections 211 overview 34 Call Type Definition 93 call usage details 194 campus billing in Telecom Billing System 127 Carrier Pricing Template 95 Carrier Pricing Templates 94 CDR output format 76 CDR record 69 communications parameters in Call Tracking 215 Consolidated Call Cost Reports corporate properties 179 costing configuration 179 install and configure 181 interface 174 overview 34 Consolidated Reporting System access 241 Entity Detail Report 244 Entity Summary Report 244 Organizational Roll up Reports 243 overview 35 239 Optivity Telephony Manager Telemanagement Applications Page 308 of 312 Index consolidated reports 243 Consolidated Server 184 Consolidated Server list 177 context sensitive Help 36 conventions text 27 corporate properties 179 Cost Analysis Reports 47 Cost reports 193 creating custom logos on reports 46 currencies alternate 187 local 187 currency properties 181 Custom Reports 50 D data collection in Telecom Billing System 56 data collection troubleshooting 117 description of telemanagement applications 33 Diagnostic reports 195 Digits Detail Report 49 Directory Information Reports 48 DNIS Detail Report 47 DNIS Summary Report 47 Duration Summary Graph 49 Duration Summary Graph by Call Type 49 E E mail reports 44 Employee Database 51 Employee Di
78. 14 126 073 4 2 1406 000 6 11812 726 10 3 3218 2114 7 26 0 73 Total of Calls 10 Total Minutes 212 30 Total Cost 726 Total with Taxes 726 Appendix B Sample reports Page 265 of 312 Account Code Summary The Account Code Summary report see Figure 66 provides a summary of calling statistics and call charges for each account code used on calls within the system Figure 66 Account Code Summary report Sample Site Sample System Account Code Summary Report Printed 13 25 Oct 1 2002 ABC Company Account 667835 INCOMING OUTGOING TOTALS Cost Field Calls Duration Cost Calls Duration Cost Cals Duration Avg Dur Costivg Cost National 0 0 00 0 00 14 3 50 26 23 04 14 3 50 26 16 28 23 04 1 65 Subtotal 0 0 00 0 00 14 3 50 26 23 04 14 3 50 26 16 28 23 04 1 65 TOTALS Calk 14 Minutes 230 43 Cost 23 04 Total with Taxes 23 04 Optivity Telephony Manager System Administration Page 266 of 312 Appendix B Sample reports Account Code Detail The Account Code Detail report see Figure 67 provides a detailed listing of calls and summary information for each user Employee External Party or Role Project that has one or more account codes assigned to them Calls which do not have an account code are not included on the report Figure 67 Account Code Detail report 7505 7500 7503 7400 7504 7505 7500 7000 7000 7500 7504 7503 7504 7503 553 3001 331 Gost Field National ABC Company Organizational Position
79. 2000 ISD default communications parameters may be different from the CS 1000 or Meridian 1 system For example the MDR 2000 ISD baud rate defaults to 1200 and the system may be 9600 If they are different you must change the communications parameters of one or the other The following example demonstrates how to change the communications parameters of the MDR 2000 ISD and also set it for NEW CDR format If you want to change the communications parameters on the system refer to the documentation provided with it To change the MDR 2000 ISD s communications parameters access the MDR 2000 ISD interface using any terminal program running directly from your PC The following example demonstrates this process Run a terminal program such as Windows HyperTerminal 2 Dial up the telephone number of the MDR 2000 ISD for example 222 This is the number where the MDR 2000 ISD was connected via its modem If the PC is connected directly to the MDR 2000 ISD then you can simply start typing the commands to edit the parameters 3 Access the MDR 2000 ISD interface by typing lt ctr1 v gt I M Enter The M2K gt prompt appears 4 Check the status of the MDR 2000 ISD by typing st Enter The status appears similar to Figure 17 Optivity Telephony Manager System Administration Page 82 of 312 Telecom Billing System Figure 17 MDR 2000 ISD status MZE Status Enter Date Time mm dd hh mm 01 01 00 00 AutoDate Number of Records S
80. 59 0 00 TOTALS TH 239 0 00 Reviewed By Approved By Grand Totals Calls Total Cost 19 259 Department Extersion Summary Optivity Telephony Manager System Administration Page 274 of 312 Appendix B Sample reports Directory Information Role Project Directory The Role Project Directory report see Figure 74 lists the roles and projects that are entered in the Roles and Projects Directory In addition to listing their names the report also includes their extensions account code and organizational unit to which they are assigned Figure 74 Role Project Directory Sample Site Sample System RoleiProject Directory Printed 15 35 Oct 1 2002 RolefProject Name Extension Acct Code Organizational Position P Project Blue Book 7800 56789 Practice Organization External Party Directory 553 3001 331 The External Party Directory report see Figure 75 lists the external parties that are entered in the External Parties Directory In addition to listing their names the report also includes their addresses account codes and phone numbers Standard 3 00 August 2005 Appendix B Sample reports Page 275 of 312 Figure 75 External Party Directory Sample Site Sample System External Party Directory Printed 15 47 Oct 1 2002 Address Phone Number Account Code Bruce Mayer 121 Main Street 905 2331234 56788 Toronto ON Canada Employee Directory Ordered by Organizational unit The Employee Directory
81. 670501234 6723022345670901224547 03012 The following is a list of the field names that you can select Billing Extension This is the extension that is billed for the call On an outgoing call this is the extension that placed the call On an incoming call it is the extension that received the call Call Trunk This is the trunk that carried the call Billing Trunk Tandem Only On a tandem call two trunks are involved in the call The TBS creates two charge records one for the incoming call on the originating trunk and the other for the outgoing call on the terminating trunk When rating the incoming call the originating trunk is considered to be the Call Trunk because it is the one carrying the inbound traffic The terminating trunk is the Billing Trunk because it can be used through the Corporate Directory trunk assets for billing back to a corporate entity Conversely when rating the outgoing call the terminating trunk is considered to be the Call Trunk because it is the one carrying the outbound traffic The originating Optivity Telephony Manager System Administration Page 60 of 312 Telecom Billing System 553 3001 331 trunk is the Billing Trunk because it can be used via the Corporate Directory trunk assets for billing back to a corporate entity Call Type N Normal I Internal T2 Tandem A Normal call designation is given to an outbound or inbound call involving an on net party and an off net party for example eithe
82. 8 2 34 12 14 10 Total of Calls 12 Total Minutes 14 17 Cost Total before Taxes 0 63 Total with Taxes 10 63 Entity Surcharge Roll up Summary Department Summary Report This Entity Surcharge Rollup Summary report provides a summary of telephone usage rolled up to each Organizational Unit at the selected level in the Organizational Hierarchy and includes a breakdown of total call cost into Cost Surcharge and Total Cost amounts Calls are allocated to a unit based on the Entities Employees External Parties and Projects assigned to that unit and its sub units An Entity is responsible for all calls made with their authorization code and also any calls made from any one of their primary extensions when an authorization code on the call is either non existent or not assigned to another Entity Tandem Calls can also be assigned to an Entity based on the trunk numbers on the call If the trunks fall within one of the Optivity Telephony Manager System Administration Page 284 of 312 Appendix B Sample reports trunk ranges assigned to an Entity in the Corporate Directories the call appears within that Entity s data Utility Tools Trunk Diagnostic report The Trunk Diagnostic report see Figure 81 compares trunk ranges you have entered in the Telephone Configuration with the trunks that have actual call activity The report lists all of the trunks that are entered in the Telephone Configuration but have no call activity as well as
83. 99 of 312 3 Check the Digits field for any of the outgoing call records If the system inserts an access code in the digit stream it appears here This completes the steps for entering the Call Digit Translation Enter Telephone Configuration The Telephone Configuration Database is the key to pricing calls and tracing them to their destinations This database defines the type of costing used through each defined service and includes any additional costs defined for your system and location Each defined service uses predefined location books and rate tables based on your telecommunications carrier s offerings The TBS uses this configuration information to cost the call records and report on them Now that you have all of the elements required to construct your telephone configuration you must add them to this table The Telephone Configuration table in the Telephone Configuration Database editor is sorted into the following three components e General information includes internal call definitions e Node information e Service definitions trunks You can define multiple nodes for each telephone configuration As well you can define multiple service definitions for each node The following sections describe how to create each of these components Create Telephone Configuration General Information The first part of the Telephone Configuration table contains its general information and optional costing for internal calls
84. AND COMMUNICATIONS BETWEEN THE PARTIES PERTAINING TO THE SUBJECT MATTER OF THIS AGREEMENT NO DIFFERENT OR ADDITIONAL TERMS WILL BE ENFORCEABLE AGAINST NORTEL NETWORKS UNLESS NORTEL NETWORKS GIVES ITS EXPRESS WRITTEN CONSENT INCLUDING AN EXPRESS WAIVER OF THE TERMS OF THIS AGREEMENT 553 3001 331 Standard 3 00 August 2005 Page 7 of 312 Revision history August 2005 Standard 3 00 This document is up issued to support Communication Server 1000 Release 4 5 September 2004 Standard 2 00 This document is up issued for Communication Server 1000 Release 4 0 October 2003 Standard 1 00 Upissued to coincide with the introduction of OTM Release 2 1 Optivity Telephony Manager System Administration Page 8 of 312 553 3001 331 Standard 3 00 August 2005 Page 9 of 312 Contents About this document versu a yuan ra e o hd XO Y P y 23 MIDI 23 Bele VoU BOO 2 onto ses cb EE EATA ee deve P XCEPISGAGu E RE RP SAX 23 etal OTM SONS 45 265 i Toe Co 3HORUE FRAGE IHE RATE I HEP E QE dd 23 Applicable systems 444444 dona Eee ERRARE HARE RU d CN ORARE RH RR ERR RR 24 Tibet Ye 18 QUOI eM B orgi tiisin isoo do Re a up RE do B qx dB dod dece E RANA cR QA 26 COVENS caca bsc ab AER RACK Si EUR A Rai RARE AeA RE RA oda ac 26 Hijos METTI 26 Text CODO OPI ud cee awoken whan out Mc od ad Kee a cR a e Rare x 27 20 0 T 28 Related IHIONIUSUOD uci SQCRIE WERE ERE EG GYPuch b RA ASHE e ERU
85. AS from the OTM Navigator 553 3001 331 Standard 3 00 August 2005 General Cost Allocation System GCAS Page 221 of 312 1 Click the desired site and system and then click GCAS from the Telemanagement menu The main GCAS window appears 2 From within this window define and add your various bill types Figure 52 on page 221 is an example of the GCAS main window displaying the Properties tab for a sample quantity based bill type Operating procedures The following sections outline the steps required to set up the GCAS for initial use These sections also describe the procedures you should follow when running the GCAS Figure 52 GCAS main window J gt Main Node General Cost Allocation System mI x File Edit View Help Ede General Cost Allocation B Quantity Based Billing i AT New Bil Type ill pe Name G3 Time Based Billing New Bill Type C Destination Based Billing Identify Bill Party by Quantity Label Quantity Properties Records Cost Profile Cost per Item ost per Minute Percent Adjust 0 00 0 00 0 00 Tax 1 Tax 2 Tax 3 Tax 4 d 3 These sections briefly describe how to e Create an organizational hierarchy Enter employee external party and role or project information Optivity Telephony Manager System Administration Page 222 of 312 General Cost Allocation System GCAS Enter bill type information Generate reports Create organiz
86. Account Code Diagnostic Report Traffic Reports The Traffic Reports help to determine cost effective networking solutions by critically examining the telephone system s trunks and services The following is a list of the available Traffic Reports e Trunk Group Utilization Graphs e Trunk Usage Reports Trunk Utilization Report Trunk Graph Trunk Detail Report Tandem Tie Summary Report Custom Reports The Custom Reports folder contains any custom reports that have been created using the Custom Reports Utility This utility is used to create and build reports using the tables and data from the TBS databases Edit menu The Edit menu accesses the TBS s main databases These databases contain all of the information you need to run the TBS effectively for your organization 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 51 of 312 To access these databases click Edit from the main window and then select from the following e Organizational Hierarchy e Employees e External Parties M Roles Projects e Asset Assignments e Telephone Configuration e Location Books e Rate Tables e Taxes e Call Database Organizational Hierarchy The Organizational Hierarchy Database contains the different structural levels within your organization for example departments divisions and so on You can create up to 20 different levels in this hierarchy The Organizational Hierarchy and the Level edit
87. Account Code Roll Up Report The Account Code Roll Up Report generates cost totals for calls made using account codes grouped by the company s organizational levels Clicking on any entity that is hyperlinked gives a detailed listing of calls for that entity Frequency Digits Reports Frequently Called Numbers Report The Frequently Called Numbers Report provides total number of times each telephone number listed was called and the total duration and cost of those calls Clicking on the hyperlinked telephone number gives a detailed listing of those calls including who made them 553 3001 331 Standard 3 00 August 2005 Appendix B Sample reports Page 295 of 312 Frequently Called Locations Report The Frequently Called Locations Report provides total number of times each telephone location listed was called and the total duration and cost of those calls Clicking on the hyperlinked telephone location gives a detailed listing of those calls including who made them Area Code Summary Report The Area Code Summary report lists the total number of calls sum of duration and sum of cost for each area code Clicking on the hyperlinked area code displays a detailed listing of the calls including who made them for that area code Ring Time by Time of Day Report The Ring Time by Time of Day report summarizes calls within each half hour time period of the day This report displays the total number of calls the number of unanswered calls the a
88. Book Optivity Telephony Manager System Administration Page 154 of 312 Telecom Billing System 553 3001 331 5 Since this is the main node leave the Time Zone Adjustment box blank 6 Sincethis is the main node leave the Currency Exchange box at its default value 1 7 Leave the Main Node check box turned on Only one node can have this checked 8 Ifthe rates defined for this node require additional taxes then select them from the Tax Information drop down list boxes You must have defined these taxes in the Taxes editor This completes the steps for defining the Main Node The next step is to create the service definitions for this node That is you must enter the costing parameters for the different trunk groups in this node Add long distance service definition to Main Node Now that you have selected a node you must enter its pricing definitions These pricing definitions apply to different trunk groups For example trunks 1 to 5 may be used for regular long distance calling and trunks 7 and 8 may be used exclusively for toll free calls To add a long distance service definition to the main node click Main Node menu option and then click File New Service Trunk Group This creates another menu option under it entitled New Service 1 and displays the tabs in which you can enter the service definition fixed and variable and carrier costs and reporting options Click the following tabs to enter the information for
89. Database again its values are changed accordingly 3 To select the script file that is used for this communications session select SL1 SCR from the Script Setup Name drop down list box Click OK to save this selection and then exit to the main window Step 4 Ensure hardware connections Since this system requires a modem connection between the PC and the system you must ensure that the equipment used in this connection is turned on and running properly Check the following equipment e y Cable attached to CS 1000 or Meridian 1 system switch room e modem attached to y cable switch room e modem attached to PC PC room Refer to the documentation provided with this equipment to ensure that they are properly connected and configured Step 5 Collect CDR data from the system in real time mode To start collecting and monitoring the call records using the defined communications criteria Optivity Telephony Manager System Administration Page 212 of 312 Call Tracking 1 Click Connect from the Real Time drop down menu There is a brief delay as the communications process is initiated Call Tracking then monitors calls as they are recorded by the system 2 To pause the monitoring process at any time click Pause from the File drop down menu Click Pause again to resume the monitoring session 3 To stop the real time monitoring of the calls click Disconnect from the Real Time drop down menu Click Connect again to resume the
90. ERG ER 29 rcr 31 CORRON r err 31 Chapter 1 Overview of telemanagement applications 33 Description of telemanagement applications 200000 cee eee 33 Telecom Billing Systeli kiss a siideri ERGO ERG EERE E E AREAS Rd 34 COCR qaas d pamete3 C Y RACRA RO EQ ERA EAT EHARP EAD HRI 34 TBS Web REPON peroked e Rack CERE Fed Eo ERR Ro OR RH RAO CR 34 Call TEaeldbj axuaessauuackk ex etr Rh he CR e deen IR eg CREER CR od d Rh 34 General Cost Allocation System 0 00 cece ees 35 Consolidated Reporting System 0200ce eee eee nee e eens 35 Purpose of this QUK IB auis eRe EEE ER NERD EER RRR Aa Cee oS 35 Online and web based Help cccc ceca sa ea ak ox kh RR ERO dona a de 36 Optivity Telephony Manager Telemanagement Applications Page 10 of 312 Contents Chapter 2 Telecom Billing System 22 creer IRI 37 lalicdiicBOli uiuis deu ed RES ERROR ERR EE ERES E E ERREUR qs 37 CDR data olleetion OPOS ui ia ice aeq aee escis eph E RR eR CA 38 Heini TBG daaxesensx amour ao eben ERROR eee HAE Ra en RERO 39 i CPC 39 EI TIER osa ances cease AGGER EREATARA FERRIER ANEN i 41 EdE MENN 641634 4e00ei deter cR deh RUPEE C a obi Rd es 50 KEN MENU ais au dod 3 449 2 eO 34A DRE E d he RA e eR 55 Tool OD sacos ee Saha QoS RU DE e Ado EA qudd ir ebd RM EE 56 ODICGHB MEMU oven opi ei NRES SERERE HOUR eee ONUS EJ 57 CORO BIB 22 kien Oe SE SLRS RE OSE RAE bed dk pu PE Edd ua 67 Overdaewor
91. Guest Rooms and Suites Click Include option and the Activate check box to include this 11 Click OK to save this filter range and return to the previous dialog box Click OK again to save it and return to the Transmission tab 12 Click the Record Filter drop down list box and then select Guest Rooms and Suites 13 From the Interface Protocol list box select ACK NAK 14 In the Script box enter Transmit TRN 15 Under the Record Posting Options ACK NAK only options enter 1 in the Retries field 16 Click OK to save these settings and return to the TBS main window This completes the steps used for entering your data transmission values The following dialog box as shown in Figure 39 on page 163 represents these settings Optivity Telephony Manager System Administration Page 162 of 312 Telecom Billing System Figure 39 Transmission tab System Configuration x System Collection Transmission Alarms r Connection m Port Settings Type Direct b Port COM2 E Hone No Baud Rate 2400 hd Bedials Data Bits e Parity Ble ame E None Stop Bits 1 r Record Posting m Record Posting Option ACK NAK only Retries fi Bose Print Failure Message Failure Message Guest Rooms and Suites 7 E Interface Protocol ACK NAK fe Script Transmit TRN gt Step 11 Start data collection and transmission Now that you have entered all of y
92. ISA 278 Rphrspo MeMCEMM MM anes adage ones phhbsacnudaadaes mnedea x 279 Calli iq Area SUNN 4255 jakes deka EX Rn EUER RO dra dC Reda a 280 peo qc EEUU 280 Location SUMMON aco cco ctudemh d Ka Pe EM ER Eq Eb pd 280 II p M AA DTTMT 281 Exception Chronological Surcharge Report 20 5 281 Epi oU r rei 1 115 2217 5D 0L 282 Gy TOS uzaue s aer kk d dRERRRRCRCERCR CR r n EA Re CR RR DR RO CR eec 284 Trunk Diagnostic repon Le Ladeocx ex DER E RQEeE Led bRUEECEPIAdQ RR dA 284 Telephone Configuration report 0000 2 cee eee eee es 285 Y CIEN DDR MET TEE TIT o LT 286 Extension Diagnostic report loscsasksacbesuekerexu Ri ek a dg x 286 Authorization Code Diagnostic report aasa aaa aaae 287 Account Code Diagnostic report 000000 cece eee 288 WANE ISSBONS cena daceaecdas cbG cick eden enact hae ep RGGQG TES 288 Trunk Group Graphs Available for Calls Costs and Duration 288 BL ato Ge osc cne cee bh we themes PAR SESE eee ane dewadaarna 289 E E a s edd pP dp deed m E ER n ba SMS 291 COSI RBDOFS 125 eto x bee RUN EE BE Ee ee IDPS rp ERO EIU rud 291 Level REDONE cauda nghodi a 2 3 Dou a ded dab Spo op E decode 293 Frequency DigitS Raporf 22sieaas see hh RR ERR ERE es 294 553 3001 331 Standard 3 00 August 2005 Contents Page 15 of 312 MREP E occ enctemicies exu USE bate ve sieusier Pd 296 Diagnostic Reports 22 ccc ceeenceee ike eae eae sewn eae ee ERR 297 GIOSGANY iesu a
93. LD 16 configure the routes that output CDR data CDR Yes and determine the type of CDR data to output For example you may want to record all incoming calls and only outgoing toll calls Ensure that the SDI port for your system is configured to match the settings on the buffer unit If you plan to collect data at a higher baud rate you may need to change both the SDI port and the buffer unit settings Optivity Telephony Manager System Administration Page 130 of 312 Telecom Billing System The default settings for the MDR 2000 ISD are Baud 1200 Data Bits 8 Parity None Stop Bits 1 If you plan to use the default values for the MDR 2000 ISD you must use the same values for the SDI port Step 2 Install and set up buffer unit 553 3001 331 The TBS collects CDR data from the CS 1000 or Meridian 1 system either directly or through one of several types of buffer units Based on your configuration you may need to collect the CDR data from a buffer unit in a specific format and share it between different applications For this setup assume that the TBS is collecting CDR data from the MDR 2000 ISD This section describes how to connect the MDR 2000 ISD to the system and the PC via a modem connection This provides you with an example by which you can learn how to set up the other OTM supported buffer units Since other buffer units have different connection and communications requirements you should refer to their document
94. Page 205 of 312 Graphical displays The individual graphical displays are the main graphical components of Call Tracking Each graphical display highlights call records in a different statistical format These windows continuously display your call record information To edit the parameters and features of each graphical display use their control menu commands The following sections provide a brief description of these graphical displays System Times The System Times graphical display lists the current time as recorded by the PC s internal clock It also displays the date and time when you started collecting the call record information Note The time in this dialog box is the PC time not the CS 1000 or Meridian 1 system time Recent Call History The Recent Call History dialog box lists the details of the last 20 call records Refer to this dialog box to review the most recent call records Each call record consists of the originating and terminating IDs extensions or trunks the date and time duration the digits dialed and any authorization codes Current Call Information The Current Call Information graphical display lists the information of the most recent call It includes such items as the start date and time the originating and terminating ID the call duration the digits dialed the Acct Code and the Auth Code If you enabled the Additional Info command from the Employee Database Options drop down menu the
95. Part No 553 3001 331 August 2005 4401 Great America Parkway Santa Clara CA 95054 NOTICE Notwithstanding any explicit confidentiality or proprietary markings to the contrary the information contained in this document has been reviewed and approved for public disclosure by Nortel However the access to use and disclosure of this document and the information contained therein continue to be subject to copyright and other restrictions conditions and limitations as detailed in the Terms of Use http www nortel com help legal index html Optivity Telephony Manager Telemanagement Applications gt THIS IS THE WAY NORTEL gt THIS IS NORTEL Page 2 of 312 Copyright Nortel Networks Limited 2005 All rights reserved The information in this document is subject to change without notice The statements configurations technical data and recommendations in this document are believed to be accurate and reliable but are presented without express or implied warranty Users must take full responsibility for their applications of any products specified in this document The information in this document is proprietary to Nortel Networks Inc The software described in this document is furnished under a license agreement and may be used only in accordance with the terms of that license The software license agreement is included in this document Nortel Networks the Nortel Networks logo the Globemark Unified Networks SL 1 Meridian
96. Practice Organization Account 667835 Extension Directio Outgoing Outgoing Outgoing Outgoing Outgoing Outgoing Outgoing Outgoing Outgoing Outgoing Outgoing Outgoing Outgoing Outgoing ABC Company Digits Dialed 1 408 565 222 1 408 565 1111 1 408 565 7777 1 408 565 7777 1 408 565 5555 1 408 565 7777 1 408 565 7777 1 408 565 1111 1 408 565 7777 1 408 565 7777 1 408 565 0006 1 408 565 1111 1 408 565 0008 1 408 565 5555 INCOMING Calls Duration 0 0 00 0 0 00 Total amp of Cals 14 Location Date SAN JOSE W CA USA 10 28 2002 SAN JOSE W CA USA 10 19 2002 SAN JOSE W CA USA 10492002 SAN JOSE W CA USA 10 9 2002 SAN JOSE W CA USA 10 20 2002 SAN JOSE W CA USA 10 20 2002 SAN JOSE W CA USA 10 15 2002 SAN JOSE W CA USA 10 21 2002 SAN JOSE W CA USA 11 1 2002 SAN JOSE W CA USA 11 1 2002 SAN JOSE W CA USA 11 22002 SAN JOSE W CA USA 11 9 2002 SAN JOSE W CA USA 11 1 2002 SAN JOSE W CA USA 10 21 2002 OUTGOING Cost Calls Duration 0 00 14 3 50 26 0 00 14 3 50 26 Total Minutes 230 43 Standard 3 00 August 2005 Time 16 41 11 28 13 43 14 42 10 33 16 38 14 40 13 30 15 21 17 42 14 00 17 01 12 05 9 48 Cost 23 04 23 04 Sample Site Sample System Account Code Detail Duration 1 1 Calls 5 36 10 38 0 46 1 00 3102 2 08 2 48 13 40 0 28 6 44 21 32 2 06 11 12 0 46 Duration 3 50 26 3 50 26 Total Cost Total with Taxes Printed 13 30 Oct 1 2002 Cost Route
97. Property Management System This section also describes how to perform the other functions required to set up and run the TBS These include data collection trunk based costing and report generation These additional functions are included here to help you understand how the hospitality related functions relate to the other TBS s general business functions Example scenario The instructions in this section are based on the following scenario e A hotel chain Rooms International has a property located in Dallas entitled Downtown Property The telephone number for this hotel is 214 555 1111 The telephone system requires that all users and guests enter the access code 9 before making any outgoing calls e There are five trunks on the Meridian 1 These are configured as trunk 1 to 5 e The Meridian 1 located in the switch room of this property requires an MDR 2000 ISD to collect CDR data A modem is attached to it to allow for communications between it and a PC in another room It has a dedicated extension number of 222 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 127 of 312 The PC on which the TBS is installed is located in another room of the same building A modem is attached to this PC s COMI port and is used to connect to the MDR 2000 ISD The TBS collects the CDR data from the MDR 2000 in real time mode The TBS must also post all calling activity for its rooms Guest Rooms and Suites with extens
98. Surcharge profile To create the new surcharge profile Room Group Surcharge perform the following steps 1 Click Surcharging from the Telephone Configuration navigation tree Click File New Surcharge Profile to add a new surcharge profile to this table In the Name box enter Room Group Surcharge Select Extension from the first Identify Bill Party by drop down list box Surcharge group To assign the surcharge groups Guest Rooms and Suites to the surcharge profile that you just defined perform the following steps 1 Click the name of the Surcharge Profile that you just created that is Room Group Surcharge and then click File New Surcharge Group In the Name box enter Guest Rooms Repeat the above steps and create the Surcharge Group Suites Optivity Telephony Manager System Administration Page 150 of 312 Telecom Billing System Define surcharges for Guest Hooms and Suites Now that you have created the surcharge profile and its groups you are ready to apply the surcharges to these rooms You do so by entering the organizational units Guest Rooms and Suites in the Members tab for each group You already defined these units in the Organizational Hierarchy Database and assigned the appropriate extensions to them in the Employee Database You then enter the appropriate surcharges for these members in the Surcharges tab Define surcharges for Guest Rooms To define the surcharges for the surcharge group G
99. TBS to perform data collection Select the script file that matches your data collection and processing requirements Real time CDR data collection The following script files are used for real time CDR data collection from the Meridian 1 no buffer unit is required SL1OLD COL Real time data collection script for Old format CDR SL1NEW COL Real time data collection script for New format CDR CDR data collection from MDR 2000 The following script file is used for data collection from an MDR 2000 buffer unit MDR2000 COL Data collection script which collects New format CDR from MDR 2000 to produce normalized CDR erases contents of buffer MDR 2000 requires a chip that is compatible with X11 Release 23 Optivity Telephony Manager Telemanagement Applications Page 250 of 312 Appendix A Scripts 553 3001 331 M2KIMG_SL1NEW COL M2KIMG_SL10LD COL Data collection script which collects New format CDR from MDR 2000 to produce normalized CDR erases contents of buffer Use this script to collect B and X type records The buffer must be set to collect in image mode Refer to the MDR 2000 ISD documentation for more information on setting the buffer to image mode Note that storing records in image mode reduces the number of records that can be stored in the buffer unit Therefore if your buffer unit is nearing its maximum capacity you should increase the polling frequency Data collection script which collects Old format
100. TBS with the required rates and coverage areas used to identify how the calls to different locations are costed This way the TBS knows which calls are costed with which rates Simply select these predefined rate table files from the Telephone Configuration Database In most cases you do not need to edit these rate tables Your supplier can provide you with the latest rate tables as they are updated If however you want to review or modify the rate tables included with the TBS or if you want to create new rate tables then use the Rate Table editor to do so Taxes The Tax Definition editor is used to define the taxes that are applied to the telephone usage costs for your system For example if you want to add a sales tax to all usage costs calculated for the main node then enter this tax value in this editor You can then select it from the Tax Information fields of the Node Information editor If your system requires compound taxes then you must calculate them first and then enter the resulting value in these fields Call Database The Call Database editor is used to display and edit the call records stored in the Call Database The Call Database contains all of the call records that have been collected from the switch In some cases it may be necessary to edit or delete some call records due to invalid fields such as corrupted dates or IDs This allows you to remove bad or unwanted sections of the database or replace invalid dates
101. Table 6 Summary of record fields cues sura ee REP TY ARIES RE ER 233 Table 7 olptusage table uses AREA She AIR SER IS HEE DS RAS EROS SONS 255 Optivity Telephony Manager Telemanagement Applications Page 22 of 312 Tables 553 3001 331 Standard 3 00 August 2005 Page 23 of 312 About this document Subject Optivity Telephony Manager OTM telemanagement applications provide OTM users with telecommunications network management services including telecommunications billing and management web based reporting consolidated reporting and call monitoring Before you begin This user guide is intended for telecommunications network managers using PC based software Prior knowledge of the OTM suite is not required however since these applications are installed as part of OTM users should become familiar with OTM before proceeding This guide assumes that you have user level knowledge of Windows amp 2000 Server Professional and Windows XP Professional operating systems Installing OTM software To install and configure OTM software on a system use the Optivity Telephony Manager Installation and Configuration 553 3001 230 Optivity Telephony Manager System Administration Page 24 of 312 About this document Note on legacy products and releases This NTP contains information about systems components and features that are compatible with Nortel Communication Server 1000 Release 4 0 software For more information o
102. To create a new telephone configuration table and enter its general information perform the following steps 1 Click the Telephone Configuration menu option and then click File New Configuration A data entry form appears as shown in Optivity Telephony Manager System Administration Page 100 of 312 Telecom Billing System 553 3001 331 Figure 26 on page 102 in the right pane allowing you to enter this telephone configuration s general information Enter a descriptive name for this configuration by typing Telephone Configuration Head Office in the Telephone Configuration box Specify the Call Digit Translation table that will be used for this Telephone Configuration by selecting Sample CDT from the Call Digit Translation drop down list box You previously defined this table in the Call Digit Translation function If you want to assign bill party surcharging to this configuration that is you want to apply additional surcharges for telephone usage based on extensions authorization codes or account codes then select the surcharge definition from the Call Party Surcharge Profile drop down list box For this example leave this field blank It does not require surcharging If your system outputs CDR for internal calls that is calls made between extensions within the system then enter these costs in the Internal Calls fields of this table For this example leave the default values in these fields Standard 3 00 August 2005
103. UENTIAL DAMAGES OR ANY DAMAGES RESULTING FROM INACCURATE OR LOST DATA OR LOSS OF USE OR PROFITS ARISING OUT OF OR IN CONNECTION WITH THE PERFORMANCE OF THE SOFTWARE EVEN IF NORTEL NETWORKS HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES IN NO EVENT SHALL THE LIABILITY OF NORTEL NETWORKS RELATING TO THE SOFTWARE OR THIS AGREEMENT EXCEED THE PRICE PAID TO NORTEL NETWORKS FOR THE SOFTWARE LICENSE 5 Government licensees This provision applies to all Software and documentation acquired directly or indirectly by or on behalf of the United States Government The Software and documentation are commercial products licensed on the open market at market prices and were developed entirely at private expense and without the use of any U S Government funds The license to the U S Government is granted only with restricted rights and use duplication or disclosure by the U S Government is subject to the restrictions set forth in subparagraph c 1 of the Commercial Computer Software Restricted Rights clause of FAR 52 227 19 and the limitations set out in this license for civilian agencies and subparagraph c 1 1 of the Rights in Technical Data and Computer Software clause of DFARS 252 227 7013 for agencies of the Department of Defense or their successors whichever is applicable 6 Use of software in the European Community This provision applies to all Software acquired for use within the European Community If Licensee uses the Software within
104. YORK NY USA NY USA GRANDHAVEN MI USA NEW YORK Cost 4 00 0 00 4 00 NY USA Date 12 1 2002 12 1 2002 12 1 2002 12 1 2002 12 2002 12 1 2002 12 1 2002 12 1 2002 12 2002 12 2002 OUTGOING Calls Duration 1 718 0 0 00 5 1 30 6 8 48 Total Minutes 13 97 Optivity Telephony Manager Organizational Position Global Knowledge Richardson Design Time 9 04 8 57 9 04 9 03 9 04 9 07 9 03 9 07 9 07 9 05 Cost 0 00 0 00 0 95 0 95 Sample Site Sample System Auxiliary ID Detail Report Duration 0 50 7 18 0 06 0 08 2 26 0 02 2 10 0 18 0 08 0 32 Calls Duration 1 718 4 10 5 130 10 13 58 Total Cost Total with Taxes Cost Route 0 19 DDD 0 00 0 19 DDD 0 19 DDD 1 00 800 1 00 800 1 00 800 0 19 DDD 0 19 DDD 1 00 800 TOTALS Svg Dur 7 18 1 18 0 18 124 Printed 12 19 Oct 1 2002 Comment LD Local LD LD LD LD Summary Cost Avg Cost 0 00 0 00 4 00 1 00 0 95 0 19 4 95 0 50 4 95 4 95 System Administration Page 264 of 312 Appendix B Sample reports Authorization Code Detail The Authorization Code Detail report see Figure 65 provides a detailed listing of calls and summary information for each authorizatoin code user Employee External Party or Role Project Calls having no authorization code or an authorization code which is not assigned to another user are charged back using the extension on the call If an external parties phone number matches
105. aaa eee PEE Ads ides 175 tel A als Ulan ae eer am ar reer PEE SEE GO VEI ee ea aTa eae ee ae 177 Consolidated Server ist si5 004s cs cnoeons RR RARE E gl Ra p Ede x bb 177 Comorate Properes ausis deed oE iiki hhi ERROR AR rd hd 179 Curency ProperbS ciouocesxsodaxceskR4 PX RO A M EE XCR XE 180 Optivity Telephony Manager System Administration Page 12 of 312 Contents CUM BIOS quauaebebebEeebbevqoqPeeeeeee ex EE deeem 181 Systems access and setup 0000 cece eee eee 182 Creating custom legas on PODOITS oss ccted wap eR 3a x43 ERROR RA 189 Chapter 4 TBS Web Reporting 2 ccciccdccdsvssvicarvscssantceinecs 191 latradicBol sida ie G4 Gees FERRERS OSE RREE ROCA ACH ENDE RUR RACER UO 191 icr CET 191 Using TBS Web Reporting cosssxeRraqQ YGarEAA Edo RR ERR ARR Rd GR RES 192 TES Web HReDOFIS ciue uw cm ECRIRE Ce 9 be UR E ELA RR 192 Filters and configurations iussa exse eke risiti ias eee an 195 CEMT stehecen ied ep ebhetahdepesekieieenaenigabhens ands 196 Additional system requirements 000 cece eee eens 197 Server setup and NSA uus scade oredr edema ads daadawas 197 Syslor GCCSSS 2 ccs sess CER EGR EER TE EET EEE REE d EROR 198 Chapter 5 Call Tack enano CE EE 6044400000 Oe eee 201 WIRSCUCBODI oua bp ad SE Ambo Vbi dod ba Ede dab g TR Edad 201 Using Call WAKING ccacdedeas eee ARRA RR RAEQAERSEq Id P ETUR ub SERRA 202 Cal Tracking HUS due ox re es rErEYRROX EXESETS e435rEEes 202 Graphical BISBIByS sec eso a
106. ain window This completes the steps to entering a sample external party Entering roles or projects information Within the Roles Projects Database you can document information relevant to a particular organizational project For example within your organization there can be a marketing project incurring costs In turn you can define your billing entity to be the role project name This database editor is similar to the Employee Database editor For instructions on editing this type of database see the example on entering information in the Employee Database page 223 To enter role or project information in the Roles Projects Database perform the following steps From the main window click Edit Roles Projects The Roles and Projects Editor grid dialog box appears To add a role or project to this grid click Add New Record A blank Roles and Projects Editor appears Enter the role or project information in the available boxes Click OK to accept these values and return to the previous dialog box Click Close from this grid to exit to the main window This completes the steps to entering a sample role or project Enter bill types By default bill types fall into one of three categories quantity based time based and destination based Quantity based bill types are defined as 553 3001 331 Standard 3 00 August 2005 General Cost Allocation System GCAS Page 227 of 312 having quantitative amounts and unit charge
107. al number of calls sum of duration and sum of cost The account code s data is then grouped by the CostField which can be Internal Local LD Long Distance and so on Clicking on any entity that is hyperlinked gives a detailed listing of calls for that entity 553 3001 331 Standard 3 00 August 2005 Appendix B Sample reports Page 293 of 312 Level Reports Extension Roll Up Report The Extension Roll Up Report gives total costs for calls made using extensions grouped by the levels of the company s Organizational Hierarchy Clicking on any entity that is hyperlinked gives a detailed listing of calls for that entity Authorization Code Roll Up Report The Authorization Code Roll Up report see Figure 90 generates cost totals for calls made using an authorization code grouped by the company s organizational levels Authorization Codes are not shown for security reasons Clicking on any entity that is hyperlinked gives a detailed listing of calls for that entity Optivity Telephony Manager System Administration Page 294 of 312 Appendix B Sample reports Figure 90 Authorization Code Roll Up REE El Edt ew Faves Joos Heo Sample Meridian 1 Sample Site Authorization Code Roll Up Report Corporation MyCompany MyConpauy 6n Celi 14 2004 3209 2049 MHAMMM 38 Accounting AUC 26 1331 oa e re o 94 Mateus llCals 1 10344 259 208 S A 4 29 Sale AL Cols a5 71127 1397 p 0
108. alog box Transmission tab appears See Figure 11 Figure 11 Settings dialog box Transmission tab Callection Costing Transmission Cenc byl Heb 6 Ensure that the Display Call Records as they are transmitted check box is cleared 7 Click OK Getting started This section describes how to access the TBS and set it up for initial use Use the following instructions and examples to configure the TBS to collect and process the CDR records that are output from your system This section includes e An overview of a call record and how the TBS applies costs to it e The options that you must activate in the system to allow for CDR data collection Optivity Telephony Manager System Administration Page 68 of 312 Telecom Billing System How to connect and set up a CDR buffer unit specifically the MDR 2000 Intelligent Storage Device ISD How to run the TBS for a system How to set up and start data collection for the TBS How to set up the TBS Telephone Configuration Database including entering node information rate tables and location books The following instructions and examples are intended to assist you in setting up the TBS for your own configuration Since each telephone system is configured differently and each OTM installation is different these examples cannot predict every scenario You should therefore use these examples to teach yourself how to set up your hardware and configure the TBS software
109. ample of the Telephone Configuration Database editor Figure 6 Telephone Configuration Database editor Fa Main Node Telephone Configuration Iof x EB Elle Edit view Help Telephone Configuration New Configuration New Node New Trunk Group Call Digit Translation New Digit Translation T able Carrier Pricing Template Sample Rates Sample Carrier Pricing Template Surcharging Sample Surcharging Administration Guest Residence Suites Call Type Cost Field Form View I TT NM z Location Books The Location Books function is used to define the location books distance based latitude and longitude and non distance based and virtual private network books which are used by the TBS Location books serve two purposes in calculating costs for the TBS Their first and primary purpose is to find a meaningful location name for the source and destination of a phone call The second purpose is to obtain additional rating information which is used to determine the cost of a call That is it identifies the physical or virtual locations of calls so that the TBS can apply the appropriate usage costs to them based on their distance or codes 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 55 of 312 Rate Tables The TBS includes a set of common rate tables provided by different telecommunications carriers These rate tables provide the
110. an also be configured to output different types of alarms including visible and audible alarms on your PC remote paging and network reported alarms General Cost Allocation System The GCAS is OTM s generic billing application It assigns usage charges to appropriate individuals or departments within an organization It can import bill information identify and log departmental or user specific spending characteristics and generate meaningful reports summarizing these costs With the GCAS you can enter billing information either through an imported file or manually from the printed vendor statement The data can then be used to allocate charges such as those obtained from cellular calls or pagers to relevant individuals or departments within your organization The GCAS generates detail and summary reports including the billed products or services associated costs and departments or persons to be billed Consolidated Reporting System The CRS is OTM s telemanagement reporting application It generates reports for both TBS and GCAS from a single interface By defining filtering and sorting criteria you can generate custom reports that detail organizational and employee spending characteristics for these applications Each report is broken down into subreports which detail usage costs for TBS and GCAS Purpose of this guide This user guide is designed to provide you with basic information on setting up and using the OTM telemanagement
111. ane displays all status messages for any running tasks with a severity level of Warning or higher Figure 4 System Alarm pane Severity Alarm Message X Waming THIS IS A SAMPLE SCRIPT WITH 2 File menu The File menu accesses functions used to archive purge and restore the Call Database import and export data generate reports and exit from the TBS To access these functions click File from the main window and then select from the following menu options Call Database Archive Restore Purge Import e Export e Reports e Exit Optivity Telephony Manager System Administration Page 42 of 312 Telecom Billing System Call Database The Call Database menu option accesses another cascading menu containing the Archive Restore and Purge menu options These menu options access the Archive Restore and Purge functions which help you to manage your Call Database records Archive The Archive function is used to copy or archive a range of call records from the Call Database to an external device such as a network drive or a disk Restore The Restore function is used to copy or restore the archived call records from an external device such as a network drive back to the Call Database Purge The Purge function is used to delete or purge a range of call records from the Call Database This frees more disk space on your PC for new call records and improves overall s
112. apshot format output 44 Surcharge Reports 49 Synchronize Corporate Data 175 System access 198 System Configuration Report 50 system requirements 197 T Tandem Tie Summary Report 50 Optivity Telephony Manager Telemanagement Applications Page 310 of 312 Index Telecom Billing System accessing 67 call detail information 37 configuring 75 data collection 56 hospitality and campus billing 127 interface 39 list of reports 47 operating procedures 115 reporting options 43 reports 42 surcharges for hospitality billing 149 System Alarm pane 41 System Monitor pane 40 System Tasks pane 40 taxes 55 telephone configuration setup 91 Telecom Billing System Web Reporting features 191 Filters page 195 how to access 196 list of reports 193 overview 34 191 Telecom Billing System Web Reports 192 telemanagement applications description of 33 list of 33 Telephone Configuration Database 52 92 Telephone Configuration editor 102 Telephone Configuration Report 50 telephone configuration table 199 text conventions 27 Traffic Reports 50 Trunk Detail Report 50 Trunk Diagnostic Report 50 195 Trunk Graph 50 Trunk Group Utilization Graphs 50 Trunk Group Utilization Report 194 Trunk reports 194 Trunk Usage Reports 50 Trunk Utilization Report 50 194 U Unanswered Call Detail Report 48 Unanswered Calls Summary Report 48 Undisbursed Verification Report 48 using Telecom Billi
113. are referred to generically as Small System Meridian 1 PBX 11C Chassis Meridian 1 PBX 11C Cabinet Communication Server 1000M Chassis CS 1000M Chassis Communication Server 1000M Chassis CS 1000M Cabinet Standard 3 00 August 2005 About this document Page 27 of 312 The following systems are referred to generically as Large System e Meridian 1 PBX 51C e Meridian 1 PBX 61C e Meridian 1 PBX 61C CP PH e Meridian 1 PBX 81 e Meridian 1 PBX 81C e Meridian 1 PBX 81C CP PH e Communication Server 1000M Half Group CS 1000M HG e Communication Server 1000M Single Group CS 1000M SG e Communication Server 1000M Multi Group CS 1000M MG Systems that are referred to as CS 1000 Text conventions The text conventions are bold Indicates command names and options and text that you Courier text need to enter Example Use the dinfo command Example Enter show ip alerts routes brackets Indicate optional elements in syntax descriptions Do not type the brackets when entering the command Example If the command syntax is show ip interfaces alerts you can enter either show ip interfaces or show ip interfaces alerts Optivity Telephony Manager System Administration Page 28 of 312 About this document italic text plain Courier text separator gt vertical line Acronyms 553 3001 331 Indicates new terms book titles folder and file names and variables in command
114. arity Stop Bits COM2 2400 8 None 1 Record Posting Record Format Selected Fields Data Type Field Width Justify Format Sample Value Date Date 15 0 Left MMiddiyyyy 12 31 1998 Duration Duration 10 0 Right 0 Originating String 10 0 Left 456 Extension Trunk Terminating String 10 0 Left 678 Extension Trunk Time Time 15 0 Left HH mm ss 23 59 59 Total Tax Amount Currency 10 2 Right 0 Interface Protocol Protocol Name ASCII Extension Diagnostic report The Extension Diagnostic report see Figure 84 compares the extensions assigned to users Employees External Parties Roles Projects in the Corporate Directories with the extensions that have actual call activity The 553 3001 331 Standard 3 00 August 2005 Appendix B Sample reports Page 287 of 312 report lists all of the extensions that are listed in the Directories but have no call activity as well as all of the extensions that have call activity but have not been assigned to a user in the Directories system Figure 84 Extension Diagnostic report Sample Site Sample System Extension Diagnostic Report Printed 15 35 Oct 2 2002 Inactive Extensions 2005 2006 Unassigned Extensions 01 2007 2008 3000 3005 Authorization Code Diagnostic report The Authorization Code Diagnostic report see Figure 85 compares the authorization codes assigned to users Employees External Parties Roles Projects in the Corporate Directories with the authorization codes that we
115. at a call must exceed for it to be costed 4 Inthe Connect Time box enter 5 This is the time in seconds that the system allows for a connection This is subtracted from the call duration before costing Note If these trunks have answer supervision then you do not need to enter a connect time adjustment value You can therefore ignore these steps Optivity Telephony Manager System Administration Page 106 of 312 Telecom Billing System Figure 28 Telephone Configuration Service Definition W Main Node Telephone Configuration leaks EB Ele Edt view Help E Telephone Configuration B Telephone Configuration Head Office Service Definition Fixed Costs Variable and Cartier Costing Report Options Main Node Name Main Trunk Group Main Trunk Group 5 Call Digit Translation AccessCode s 8 S Sample CDT Call Digit Transin Carrier Pricing Template Surcharging Call Type Cost Field r Termination Tie Node Location Public Switch Network Tie FX Line z SLICES Initial Additional Monthly Billing Periods Duration Rounding Periods 1 NNI JE Match Digits Comments Min Duration Connect Time 011 International Calls 10 5 M Trunk Numbers Total Number of Equipped Trunks Form View Fixed Costs Tab If your system requires fixed costs for these trunk groups enter them in the Fixed Costs tab You can enter fixed costs per minute per call per m
116. at you have configured your hardware and entered the required communications parameters you are ready to test the data collection At this stage you should only run a data collection as a test Later you can set up and invoke data collection once you have entered all of your system information and you are ready to run it live The following is an example to demonstrate how to test the data collection process This example assumes the following The system is outputting CDR data to the SDI port The MDR 2000 ISD is directly connected to the system and is continuously collecting and storing the raw CDR data call records as they are output from the system The TBS collects this CDR data from the MDR 2000 ISD and stores it in the Call Database To test the data collection for this scenario perform the following steps Wait for some calls to be recorded by the system Either wait for some calling activity on the system or make a few telephone calls If the MDR 2000 ISD is properly connected to the system it collects Optivity Telephony Manager System Administration Page 88 of 312 Telecom Billing System 553 3001 331 and stores these call records as they are recorded by the system note that the BMT light is out Start the data collection process by clicking Tools gt Collection gt Start from the TBS main window From the Start Collection dialog box select the Batch option and then click Start The TBS starts collecting the
117. ation for more details on setting them up Connect MDR 2000 ISD to the system and PC The first step is to connect and install the MDR 2000 ISD onto the CS 1000 or Meridian 1 system It can then collect and store call records as they are output from the system You must then connect the PC to the MDR 2000 ISD so the TBS can collect the call records from its database files For this example you configure and connect modems to the MDR 2000 ISD and to the PC For a complete description of how to connect the MDR 2000 ISD to the system and the PC refer to Getting started page 67 Standard 3 00 August 2005 Telecom Billing System Page 131 of 312 Verify that the MDR 2000 ISD is collecting data Access the MDR 2000 ISD to view and verify that the incoming data stream is valid To access the MDR 2000 ISD perform the following steps Run a terminal program such as Windows HyperTerminal 2 Dialup the telephone number of the MDR 2000 ISD This is the number where the MDR 2000 ISD was connected via its modem If the PC is connected directly to the MDR 2000 ISD then you can simply start typing the commands to edit the parameters For this example enter 222 3 Type lt Ctrl v gt I D Enter This verifies that you are communicating with the MDR 2000 ISD The response is the serial number of the MDR 2000 ISD 4 To view the data type Ctr1 V D U Enter you may need to type this twice If the data appears incorrect for example
118. ational hierarchy The Organizational Hierarchy Database is a structured database containing important information about your organization including the different organizational levels and how these levels are related for example departments within divisions Once you have set up your organizational levels in this database you can enter your bill type information and generate reports Before any meaningful allocation of billing charges can take place you should define the logical hierarchical structure of your organization In short you are creating a framework that holds and links the billing information in the GCAS to the correct billed entity that is the employee or department To define your organizational hierarchy perform the following steps 1 From the GCAS main window click Edit Organizational Hierarchy Right click the folder ORG and from the pop up menu click Rename Change ORG to a name that represents the top of your organizational structure For this example enter Acme Company For this example the following levels have been defined Division and Department Therefore to add the first level to this organization right click the existing folder and then click Add New Division The first menu option under Acme Company appears as New Division 1 in editable form Type over this default name with the name Head Office Right click Head Office and then click Add New Department The first menu option under Hea
119. ations tab assign a serial profile for Call Tracking by entering it in the Communications Profile box 2 Inthe Applications tab select the communications profile you just entered in the Communications tab click Call Tracking to highlight it and then click the Enable check box 3 Click OK from the System Properties dialog box to assign Call Tracking to this system Run Call Tracking To access Call Tracking from the OTM Navigator click the desired site and system and then click Call Tracking from the Telemanagement menu The main Call Tracking window appears See Figure 51 on page 214 Optivity Telephony Manager System Administration Page 214 of 312 Call Tracking Figure 51 Call Tracking main window Acme Company Head Office Call Tracking ojx Fie RealTime Filters Alarms Display Help Current Call Information Pis F3 Orig ID ro000076 Date ng14 Time n9 33 100 15 Term ID A0000001 Acct Code os 3 12 Duration 00 01 07 Awhtode 7 E tion 00 01 07 E ca 2 Digits ro11 E E S o 3 F a of Total Calla 553 3001 331 Duration Interval min Z Incoming 8 eO E3 Recent Call Elie x System Times FJ il xi 10 1216 16 f 2 34 64 1 1 Set filters During the Call Tracking session you can use the Filters commands to set the filters for the call records as they are being collected You can for example set a filter to have Call Tracking on
120. ator access the Communications tab and edit them When you access the Call Tracking Communications Database again its values are changed accordingly The next step is to select the script file that is used for this communications session To select this script file click the script file name from the Script Setup Name drop down list box for example SL1 SCR Click OK to save this selection and exit to the main window In certain cases you may need to collect Call Tracking data from a file for example the Data Buffering and Access DBA application You must therefore enable the File Collection option in this dialog box To do so check the File Collection check box and in the Filename box enter the filename from which the data is collected The other fields in the Communications Database dialog box are grayed out since they do not apply to file collection Connect To initiate a connection to the system and start collecting and monitoring the call records click Connect from the Real Time drop down menu There is a brief delay as the communications process is initiated Call Tracking then monitors calls as they are recorded by the system If you want to pause the monitoring process at any time click Pause from the File drop down menu Optivity Telephony Manager System Administration Page 216 of 312 Call Tracking Click Pause again to resume the monitoring session To stop the real time monitoring of the calls click Disconne
121. ault it is set to not process X records The following is an example of this file with the ProcessXRecords option set to NO SLINEW ProcessXRecordszNo To change its settings so that the TBS can process X records open the file using a text editor such as MS Notepad and change the text to read as follows SL1NEW ProcessXRecords Yes Save this file and run the TBS to process these records You are prompted with a warning message stating that X records are being processed For real time CDR collection of X type records select the script SLINEW COL To collect these records from an MDR 2000 ISD select the script M2KIMG SLINEW COL For more information on these scripts refer to Appendix Appendix A Scripts on page 249 Processing B Abandoned call records With International Release 18 Group H and North American Release 20 B Abandoned call records are output when the Time to Answer feature is active and New format CDR is selected for CDR TTY output FCDR NEW in LD 17 B records are only output to CDR Teletype devices B records are output when anunanswered incoming trunk disconnects and ABAN YES in LD 16 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 73 of 312 e internal CDR is equipped and an unanswered internal station disconnects from another internal station which has ABDA class of service Prior to Release 23 the CDR B record provided information only for abandoned
122. bles and carrier pricing templates to your system s trunk groups entering any call digit translations and setting any reporting options Since defining the telephone configuration is a complex task it is helpful to demonstrate how to define one using an example configuration This example Optivity Telephony Manager System Administration Page 142 of 312 Telecom Billing System represents a typical configuration and helps you to set up your own configuration Note This telephone configuration is only an example When setting up your own configuration you must enter your own company s system and rate information You should review all of the documentation provided with your CS 1000 or Meridian 1 system and by your service provider This includes trunk route and member numbers output format and rate table names Summary of steps The following summary outlines the steps that you must perform to define the telephone configuration for this example Access Telephone Configuration Database editor Update Call Type Definitions table Define Carrier Pricing Template Define Call Digit Translation Define Surcharges oa 5 WN Enter the Telephone Configuration a Create Telephone Configuration b Add Main Node to Telephone Configuration C Add Long Distance Service Definition to Main Node Access Telephone Configuration Database editor To access the Telephone Configuration Database tables click Edit gt Telephone
123. caaeseeen my RR RR ERROR oan 252 CDR data collection modem Spis isecose saxa x eb x RR ya 254 SOLA ad ADI doped ERE SOS RD V ETE ander PEST PE 254 Appendix B Sample reports 00 eee eee eee eee eens 257 Cost Analysis FGDOHB eia s a25504 eee do ease YRAGGMERAO EEG RARGUE E eS 257 Entity Summsry Graphs 40c0 0 264 axi 4L RR dE Rad RR REC 4 268 Organizational Roll Up Summary Graphs Calls Costs and Duration 269 Account Code Roll up Summary 00 0 0 e eee eee eee 269 Authorization Code Roll up Summary 0 000 eee eee eee 271 Entity Roll up SUMMANY 200 0600 60 sace emn kt debe ia 212 Extension Roll up Summary foc cue ae dns ce eae ea ede A 273 Duaci IO BI eierne 274 Ele Project Decor cay sw dx RAO HE AUR Kee ks SERE P SR e BH 274 Optivity Telephony Manager System Administration Page 14 of 312 Contents Exteitial Fare DISCO sercata isatt AAEE ve qREREE T E PRTa ERE 274 Employee Directory Ordered by Organizational unit 275 Employes DIOPIONY p cch nrdeaeis oP ated DES S bdbirpebdxd ad AEegs 275 Siel i ETETETT TETEE ETE ETEISEEN TETTE 276 Undispersed Verification llli 276 Location SUMMAN uasa acaks an ddr nee deca de ates Sande ea Oe aden Zit Hold Time Detail ses cece cae mmm Rr Rache al eae KS 277 Frequently Called Numbers 0000 cece eee eee nes 277 Extemal Party SUMMA 44224 448664554 RG ee AG ite NENES NARE 277 Duration SUMMA s cece cae ee aba ecu ek RR REG ATERI a E
124. call records from the MDR 2000 ISD and places them in the Call Database See Figure 20 on page 90 During the data collection process the TBS displays both the collection activities as well as the call records as they are collected To view this information click the Collection tab in the System Tasks pane Click Status to view the status of the collection Click Data from this tab to view the call records and verify that they are in the correct format Review the call records for any invalid fields For example check the trunk numbers and digits dialed for invalid values The trunk numbers appear in the Orig ID or Term ID fields depending on the Orig or Term values Check the first digits in the Digits Dialed fields to confirm the access codes As well check the call records dates and times to ensure that they match the date and time on the system Standard 3 00 August 2005 Telecom Billing System Page 89 of 312 Figure 20 Call Database View Collected Records Normal Ext 3535 Trunk 000019 3 48 00 PM 2 Normal Trunk 000007 Ext 3845 3 50 00 PM 3 Internal Ext 3523 Ext 3550 3 51 00 PM 4 Normal Ext 3425 Trunk 000014 3 50 00 PM S Internal Att 1 Ext 3403 3 51 00 PM 5 Normal 000008 Ext 3844 3 47 00 PM 7 Normal 000007 Ext 3535 3 52 00 PM 8 Internal Ext 3460 Ext 3893 3 52 00 PM 9 Internal Ext 3523 Ext 3895 3 52 00 PM 10 Normal Trunk 000002 Ext 3518 3 50 00 PM 11 Internal Ait 1 Ext
125. call rounded according to the specified rounding parameters set by the carrier Duration This is the actual duration of the call in seconds Standard 3 00 August 2005 Telecom Billing System Page 61 of 312 Digits Dialed These are the digits dialed that were recorded and output by the switch in the CDR stream Formatted Digits Dialed These are the digits formatted after processing by the costing function according to its call digit translation access codes and carrier pricing templates Digits as Costed These are the digits that were used by the costing function to determine the call location and carrier pricing These are the original digits dialed after call digit processing and access code removal by the costing function Account Code This is an additional code dialed on a call for charge back purposes often used by legal accounting and consulting firms to identify a specific client for charge back Authorization Code This is an additional code dialed on a call to authorize and identify the individual placing the call This is often used in campus environments when calls need to be placed from anywhere within the campus Calling Line ID CLID This identifies the telephone number of the calling party on an inbound call Dialed Number Info Service DNIS This identifies the number dialed by the calling party to reach the company Area Code amp Exchange NPANXX This is the North American numbering plan area cod
126. cated CCCR drive and directory for example C Nortel Millennium RootData CCCR Logo bmp To help you to use the correct dimensions for your logo you can make a copy of the original graphic file Logo bmp and use it as a template for your own graphic Simply open the file Logo bmp and insert the new graphic in the file CCCR automatically uses this logo on your reports 553 3001 331 Standard 3 00 August 2005 Page 191 of 312 Chapter 4 TBS Web Reporting This chapter provides basic information on setting up and running TBS Web Reporting Along with a brief outline of its main functions this chapter also contains procedures and reference information to assist you in setting up TBS Web Reporting Introduction TBS Web Reporting is the OTM s web based reporting application for your telecommunications network With TBS Web Reporting you can generate reports containing data from the TBS through your intranet or Internet server These reports provide you with valuable information about your organization s calling activities The TBS application is the OTM s telephone cost accounting and billing application It collects call records from your telephone system calculates usage costs based on defined rates and configurations and allocates these costs to the appropriate users in your organization TBS Web Reporting generates reports summarizing and detailing these costs It provides you with an easy method of accessing the TBS information
127. chardson Design Sales 0 Oakty Jeanette 2000 Global Knowledge Richardson Design Sales Ovalle Hector 2005 Global Knowledge Richardson Training Manager R Romot Cindy 2002 Global Knowledge Richardson Training Technical Instructor 553 3001 331 Standard 3 00 August 2005 Appendix B Sample reports Page 277 of 312 Location Summary The Location Summary report summarizes calling patterns by call location The report includes the total count duration and cost of calls that are made to each location Hold Time Detail The Hold Time Detail report provides a detailed listing of calls including the amount of time the call was placed on hold This report can be used to provide details of any unusually long calls appearing on the Hold Time Summary Report Hold time information is not available in the CDR of all phone systems If this is the case for your phone switch the Hold Time Report does not display any data Frequently Called Numbers The Frequently Called Numbers report summarizes calling patterns by digits dialed for outgoing calls and Calling Line Id for incoming calls The report includes the number of times a phone number was dialed as well as the total duration and cost of the calls to that number External Party Summary The External Party Summary report provides a detailed listing of calls that were made to external parties listed in the External Party Directory Calls are assigned to an External Party when their ph
128. chy levels within your company The following is a summary of some of the features of the Telephone Configuration Database e You can define multiple telephone configurations call digit translations and carrier pricing templates This allows you to set up multiple costing scenarios for a specific location and then compare rates from different carriers based on your telephone usage patterns This way you can find out the true savings of using different carriers e This single editor allows you to define multiple telephone configurations and easily assign any predefined call digit translations and carrier pricing templates to them e The Telephone Configuration navigation tree allows you to easily view your configuration information for each system Therefore you can easily make any corrections to your configuration for all of your systems e The Bill Party Surcharge function is used to define and apply additional charges to calls over and above the standard charges calculated using the Telephone Configuration Database These surcharges are assigned to bill or call parties typically the extension from which the call was placed rather than the trunk line over which the call was transmitted This feature is used primarily in the hospitality and campus billing market where the TBS can be used to bill guests and other users Optivity Telephony Manager System Administration Page 54 of 312 Telecom Billing System Figure 6 is an ex
129. cludes internal call definitions e Node information e Service definitions trunks You can define multiple nodes for each telephone configuration As well you can define multiple service definitions for each node The following sections describe how to create each of these components Create Telephone Configuration general information The first part of the Telephone Configuration table contains its general information and optional costing for internal calls To create a new telephone configuration table and enter its general information perform the following steps 1 Click Telephone Configuration menu option and then click File gt New Configuration A data entry form appears in the right pane allowing you to enter this telephone configuration s general information 2 Enter a descriptive name for this configuration by typing Telephone Configuration Rooms International in the Telephone Configuration box 3 Specify the Call Digit Translation table that is used for this Telephone Configuration by selecting Sample CDT from the Call Digit Translation drop down list box You previously defined this table in the Call Digit Translation function 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 153 of 312 4 Select the surcharge definition from the Call Party Surcharge Profile drop down list box For this example select Room Group Surcharge This applies the surcharges that you defined for the hotel guest room
130. code Area Code Location Summary The Area Code Location Summary report summarizes calling patterns by area code and calling location The report includes the total count duration and cost of calls that are made to each area code and location Area Code Summary Graphs Available for Calls Costs and Duration The Area Code Summary graphs summarizes calling patterns by area code The graphs display each for total count duration and cost of calls that are made to each area code Location Summary Location Summary Graphs Available for Calls Costs and Duration Location by Cost The Location by cost summary graph see Figure 79 on page 281 displays the costs of incoming outgoing calls per location 553 3001 331 Standard 3 00 August 2005 Appendix B Sample reports Page 281 of 312 Figure 79 Location by cost summaryt of af FS S is E RPPP RELSE Location Outgoing Surcharge Exception Chronological Surcharge Report The Exception Chronological Surcharge report provides a detailed listing of calls that match the specified filter criteria and includes a breakdown of the total call cost into Cost Surcharge and Total Cost amounts It is particularly useful for identifying exception calls such as calls that have been made to particular phone numbers or whose cost has exceeded a specific threshold This profit version of the Exception Chronological report provides a breakdown of the
131. collection once you have entered all of your system information and you are ready to run it live The following is an example to demonstrate how to test the data collection process This example assumes the following The CS 1000 or Meridian 1 system is outputting CDR data to the SDI port The MDR 2000 ISD is directly connected to theCS 1000 or Meridian 1 system and is continuously collecting and storing the raw CDR data call records as they are output from the Meridian 1 The TBS collects this CDR data from the MDR 2000 ISD and stores it in the Call Database To test the data collection for this scenario perform the following steps 1 Wait for some calls to be recorded by the CS 1000 or Meridian 1 system Either wait for some calling activity on the Meridian 1 or make a few telephone calls If the MDR 2000 ISD is properly connected to the system it collects and stores these call records as they are recorded by the Meridian 1 note that the BMT light is out Start the data collection process by clicking Tools gt Collection gt Start from the TBS main window From the Start Collection dialog box select the Batch option and then click Start The TBS starts collecting the call records from the MDR 2000 ISD and places them in the Call Database as shown in Figure 33 on page 137 During the data collection process the TBS displays both the collection activities as well as the call records as they are collected To view this info
132. common purpose DDD See Direct Distance Dialing 553 3001 331 Standard 3 00 August 2005 Glossary Page 301 of 312 Direct Distance Dialing The service that allows dialing to areas outside the local area without the assistance of the operator DN Directory Number A user s telephone extension number Duration The length of time taken for a call The CS 1000M CS 1000S or Meridian 1 system records the duration as an estimate because no signal is available to determine when the called party answers Therefore many short calls may be recorded for which no conversation took place The limit for call duration is often adjustable EAS NPA See Extended Area Service Erlang The telephone traffic s international unit of measurement One erlang is a trunk occupied for an hour this is equivalent to 36 CCS Exchange An area in which there is a uniform set of charges for the telephone service It often refers to a central office and the first three digits dialed for a local call It is also referred to as NXX Extended Area Service A local telephone calling area which is larger than normal Field One data item which is part of a group of data items making up a data record Optivity Telephony Manager System Administration Page 302 of 312 Glossary File A group of data records Flat Rate Service A uniform fee paid for services regardless of usage Foreign Exchange A telephone number from a remote exchange wor
133. cq d AGED ACER CERO R3 X 205 Sample setup for real time monitoring llslllllllsssn 207 Sample SCONE 4425 2acee EDAX RPEROSTENESEMEC KATE Ngd E A qu E pe 207 Steps to connecting Call Tracking to a system 0005 208 Getling Stated acceso acetone ee ease ea eRe ck ERAR EN OA Eee ERE d 212 cyrus o sot cate EENE aes enna a mdee aang 212 Chapter 6 General Cost Allocation System GCAS 217 lttGdiclOU iius sesion krenna AnA RERACR CX HEAHE OUR ER Gee Ret RR 217 USING OCAS asns dade ee 49S4G 44 ERARA EAr X edax A EHE x 218 553 3001 331 Standard 3 00 August 2005 Contents Page 13 of 312 aa a Orrea EALAN neha PaRRe DE Ghee thee ewes 218 EOU MENU MP TUNI 218 IEW INR oastbipE EE PRAE e cc N E Eg qb PE Ao NR dr Mcd 219 MO DE Lco remLITEREGX RARIUS ERG wees WORSE STE eee wnat aa 220 DB IO iia ee ee TRA RA RG d E Rd Ads 220 SUSIGIN ECOSSE eresse NESER abd acd ride a ae e p 220 Operating Procedures 44 c404 426444 eed G3 RARE Up REX Y dU xd 221 Chapter 7 Consolidated Reporting System CRS e 239 innen per TUUM 208 Veo ATEENA E EETA TETA TEE 240 GAGS ecc EE 240 CONN Rigo ince qe bbb Redi bau deu qe bed d QE RAS CN 241 System BOCOSS cick area Pde Rd sk EG E RO E EURO REC Ro epo 241 Operating procedures ssssssssslll eres 242 Appendix A SONOS 2 auosoesiue rat Rn RE RSS USES 249 Telecom Billing System TBS scripts lees 249 Call Tracking SGPIS iaoce
134. ct from the Real Time drop down menu Click Connect again to resume the session Note During real time collection any records which are output from Meridian 1 during Pause mode are lost 553 3001 331 Standard 3 00 August 2005 Page 217 of 312 Chapter 6 General Cost Allocation System GCAS This chapter provides basic information on setting up and running the GCAS It also includes example procedures and reference information to assist you in setting up the GCAS Introduction The GCAS is used to assign usage charges to appropriate individuals or departments within an organization It can import bill information identify and log departmental or user specific spending characteristics and generate meaningful reports summarizing these costs With the GCAS you can enter billing information either through an imported file or manually from the printed vendor statement The data can then be used to allocate charges such as those obtained from cellular calls or pagers to relevant individuals or departments within your organization The GCAS generates detail and summary reports including the billed products or services associated costs and departments or persons to be billed The following is a summary of some of the GCAS features e It allows for effective distribution tracking and monitoring of all chargeable costs to departments or persons within an organization e ts reports detail products or services purchased and the a
135. d Office appears as New Department 1 in editable form Type over this default name with Sales 553 3001 331 Standard 3 00 August 2005 General Cost Allocation System GCAS Page 223 of 312 This completes the steps required to set up a sample organizational hierarchy with the levels Acme Company top level Head Office Division level and Sales Department level Enter employee external party and role or project information With your organizational hierarchy now in place the next step is to enter your company s employee external party and role or project information These are entered in your corporate databases Enter employee information Employee information is necessary to cost and allocate billing data to the proper individuals and cost centers within your organization To enter specific employee information perform the following steps 1 From the main window click Edit Employees The Employee Editor grid dialog box appears See Figure 53 on page 224 2 To add an employee to this grid click Add New Record Optivity Telephony Manager System Administration Page 224 of 312 General Cost Allocation System GCAS Figure 53 Employee Database Employee Editor pel ox el all e v 8 D LastName FistName E _ _ _ ied L m s _ 4 Frost Gillian Gittand Amy Glendy Jason Green Olive Grimes John Hamilton Jacque Hammond
136. d on a report This call detail information helps you achieve the following goals e The system provides details on the actual telephone usage Management can isolate individual users and departments who are not properly utilizing the telephone system through misuse or neglect e t provides usage details for cost allocation within the organization or for client billing purposes e Management can use the information to determine which telephone company services are not being utilized This analysis allows you to adjust your telephone services to suit your needs resulting in savings to your organization Optivity Telephony Manager Telemanagement Applications Page 38 of 312 Telecom Billing System CDR data collection options The TBS can collect CDR data from the system in several ways e Itcan collect CDR data directly from the system to its databases e Itcan collect CDR data through the OTM Data Buffering and Access DBA application network or serial connection e Itcan collect CDR data through a buffer unit The DBA application and the optional buffer units can be used to continuously collect CDR data from the system and store the data for later collection and processing by the TBS CDR data is saved to system specific files so that multiple instances of DBAs or buffer units can be supported concurrently by the TBS For a complete list of script files used for communications and data collection refer to Appendix A Scrip
137. data collection parameters collect the call records from the system and view them in the Call Database Enter data collection parameters For the TBS to collect data from the system you must enter the data collection parameters for the site and system You should have already connected and configured your hardware see previous sections entitled Step 1 Ensure that the system is set up properly and Step 2 Install and set up buffer unit You need to access the System Configuration function s Communications tab only to select the communications and data collection parameters Optivity Telephony Manager System Administration Page 86 of 312 Telecom Billing System In this example you are collecting data from the Meridian or CS 1000S system through the MDR 2000 ISD buffer unit Note that you can also collect data from other buffer units You can also collect data directly from the system using a direct connection or from the DBA application network connection For more information on setting up the TBS to collect data from the OTM DBA application refer to the section entitled Setting up TBS to collect data from OTM DBA Application on page 165 To enter the data collection parameters for the TBS perform the following steps 1 From the TBS main window click Options System Configuration The System Configuration dialog box appears 2 Click the Collection tab and enter your communications and collection parameters
138. deua ARARRRRARSSRERARAAKABRRAAFREANE REA 299 ION ee er ee re eer Sere rere Te ee E RAE 307 Optivity Telephony Manager System Administration Page 16 of 312 Contents 553 3001 331 Standard 3 00 August 2005 Page 17 of 312 Figures Figure 1 TBS T AAAMXMOTUERT 39 Fue System Tasks pene suelos va direret iaer r rea edee Les 40 Fide 3 System MOM PANG icr sabe iiki ppa nr A ANTERA PEREA 40 Figured System Alarm pane 4acic44c0 esca ver eeediateseds teen RR a 41 Figures Reporting dialog DOXa ssa ka kk d a hob a Red e REOR HR e RC 43 Figure6 Telephone Configuration Database editor slslssus 54 Figure 7 selup transmission Teco 2224229222090 99859 hitst dsni riota 59 Fetes IBS oinezebbiibedec4bidbPa RO RUXERd d bote dE dd dur dbi duda ped 64 Figure9 Settings dialog box Collection tab aaaea cee ee eee 65 Figure 10 Settings dialog box Costing tab 2 0 00 eee 66 Figure 11 Settings dialog box Transmission tab 0 cee eee ee eee 67 Figure 12 System block diagram 2 440 ceescucev nese hh 69 Fig re 13 Sample systemi SOIUD ccc icagawr si dei eeuneeeniereeuweearegradu 71 Figure 14 Sample call record allocation 0 00 c cee nee ees 72 Figure 15 Meridian 1 to MDR 2000 ISD 0 cece eee 79 Figure 16 MDR 2000 ISD to modems to POL ce case Rkh eR penes eee KO 80 Figure 17 MDR 2000 ISD status 2 240s cee eee eee I e 83 Fui 19 CIN Navigato
139. ds view highlight the records that need to be reset Click the gray box at the top of the far left column to choose all records 3 Click Records gt Reset Status as shown in Figure 29 Figure 29 Reset Status B Training Home Office Call Record Editor EB Eie Edit Records Help r View M First CollectedF 4 Previous i Filter by Configuration jm Term Term Date Time Du 4 4h on 2001 Ext 12 1 2002 2004 Trunk 001001 12 2002 3000 12 1 2002 10 Internal 3004 Ext 2003 12 1 2002 11 Normal 3004 Trunk 001003 12 1 2002 tiin Sort Ascending 1 a1 Sort Descending 4 Close the Call Database Caution Use the reset command with care You are permanently deleting the costs from the chosen records 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 111 of 312 From the TBS main window click Tools gt Costing gt Start to reapply costs Observe the online status When the process is complete click the Data tab and review the information that appears on the screen Optivity Telephony Manager System Administration Page 112 of 312 Telecom Billing System Generate reports Generate the following reports to test the accuracy of the telephone configuration that you just entered Telephone Configuration Report The Telephone Configuration Report displays your telephone configuration information To print the Telephone Configuration Report perform the following steps 1
140. e Adding Long Distance Service Definition to Main Node Now that you have selected a node you must enter its pricing definitions These pricing definitions apply to different trunk groups For example trunks 1 to 5 may be used for regular long distance calling and trunks 7 and 8 may be used exclusively for toll free calls To add a long distance service definition to the main node click the Main Node menu option and then click File New Service Trunk Group This creates another menu option entitled New Service 1 and displays the tabs in which you can enter the service definition fixed and variable and Optivity Telephony Manager System Administration Page 104 of 312 Telecom Billing System carrier costs and reporting options Click the following tabs to enter the information for this service Service Definition Tab In this tab enter the general information for this service definition This includes the range of trunks using this service as well as its billing parameters To enter service definition perform the following steps 1 Inthe Name box enter Main Trunk Group over the New Service 1 text Notice that the navigator tree menu option changes to reflect what you just typed 2 Leave the Termination option Public Switch Network and the Billing Parameters fields in their defaults 3 Inthe Trunk Numbers table enter the trunk range for this trunk group in your CS 1000 or Meridian 1 system In the Low Range and
141. e an application or hardware device must record it so it can be processed This can be a buffer unit that is connected to the system s SDI port recommended or even a PC running the TBS for a direct connection As call records are output from the system the TBS collects this data either through a buffer unit such as the MDR 2000 ISD or directly to the PC Buffer units are recommended for collecting CDR data since they can continuously collect and safely store these call records A buffer unit is portable enough to be located close to the system Some may also have security features to allow for safe data storage for example battery backups Whichever way you decide to collect the call records remember that unless something is collecting the call records output from the system they will be lost Figure 12 displays the movement of a call record from the system through a buffer unit to the TBS software program on a PC Notice that modems can be used to communicate with the system and buffer units from distant locations Figure 12 System block diagram Optional Buffer Unit OTM Telecom Billing System Deta Transfer Meridian 1 Reports Figure 12 represents a single system This system usually represents a CS 1000 or Meridian 1 system or a physical location in the TBS software and contains the actual database files for it Before attempting to use the TBS you must add it as an application to the appr
142. e 246 of 312 Consolidated Reporting System CRS 3 To add new filters or sorts for this application click the ellipsis button next to the Filter field or Sort field In the Filter or Sort dialog box click Add You now have access to the application s own filter tabs or sort options Navigate the filter tabs or sort options to define your filtering or sorting criteria 4 Click OK to save the filter or sort options or click Cancel to return to the Filter or Sort dialog box without saving Step 3 Select output device 1 Click the report in the navigator tree view in the main screen The CRS can send reports to output devices such as a printer configured in the operating system the PC s screen or to a file 2 Selectan output device from the Output Type drop down list box in the Output group box To output your report to a file select the appropriate file type from the Output Type drop down list box Click the ellipsis button to the right of the File Name field 3 From the Save As dialog box select the desired name and location for the output file Step 4 Add additional report filters and sort definitions optional In the Entity Detail Report Profile group box select any additional report filters or sort options optional These are additional report filter or sort options and are used over and above application specific filter or sort options detailed in step 2 Step 5 Generate report Once you have defined
143. e and exchange dialed on the call On non North American calls this field contains the dial code of the location that matched the digits CLID on the call This is used when looking up the call s location in the location book specified in the Telephone Configuration Database Location This is the city name of the called calling location which is looked up in the specified location book using digits CLID on the call Province State This is the province or state name of the called calling location which is looked up in the specified location book using digits CLID on the call Optivity Telephony Manager System Administration Page 62 of 312 Telecom Billing System 553 3001 331 Country This is the country name of the called calling location which is looked up in the specified location book using digits CLID on the call Route This is the route designation for the call specified by the Telephone Configuration Database Call Cost This is the basic cost of the call as determined by the Telephone Configuration Database before surcharging Tax on Call Cost This is the total tax charged on the above listed Call Cost according to the taxes specified in the Telephone Configuration Database Call Cost Taxes This is the sum of the above listed Call Cost and Tax on Call Cost values Surcharge This is the surcharge applied to the call according to the Surcharging parameters specified in the Telephone Configuration Database Tax
144. e client PC is used only to access this application s reports through a browser such as Microsoft Internet Explorer or Netscape Navigator Since this client PC can be different from the server PC these system requirements may differ from those of OTM common services Refer to Optivity Telephony Manager Installation and Configuration 553 3001 230 for a complete list of hardware and software requirements for all of the OTM applications Server setup and installation Before installing TBS Web Reporting 1 Setup your server and install the Internet Information Server IIS to allow other users to have remote web access to the server 2 Install the OTM common services and TBS onto the server on which you are installing TBS Web Reporting 3 Install OTM web services onto the web server before attempting to run it Refer to the web services chapter in Optivity Telephony Manager System Administration 553 3001 330 for instructions on installing and setting up OTM Web Services Installation The TBS Web Reporting installation kit includes all of the components you need to install configure and run the program as part of OTM web The Setup utility installs each of the required components for TBS Web Reporting and prompts you for specific information pertaining to your system for example install drive directory program folder and so on During the installation procedure enter your system information as directed Optivity Telephony Ma
145. e selected fields list As with the other fields defined in the data transmission you can select multiple User Defined fields and position them at any location in the record TBS Display option The TBS Display option for collecting costing and transmitting call records negatively impacts system performance by consuming system resources Disabling the Display option To improve system performance disable the TBS Display option 1 Inthe TBS application select View gt Settings as shown in Figure 8 on page 64 Optivity Telephony Manager System Administration Page 64 of 312 Telecom Billing System Figure 8 TBS Het Arang Het Arang Tiaemisson Not Paneg The Settings dialog box opens with the Collection tab selected See Figure 9 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 65 of 312 Figure9 Settings dialog box Collection tab Settings 2 Ensure that the Display CDR records as they are collected check box is cleared 3 Click the Costing tab Optivity Telephony Manager System Administration Page 66 of 312 Telecom Billing System The Settings dialog box Costing tab appears See Figure 10 Figure 10 Settings dialog box Costing tab Collection Cashng Traremiseion 4 Ensure that the Display Call Records as they are costed check box is cleared 5 Click the Transmission tab 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 67 of 312 The Settings di
146. e the following consolidated reports See Figure 57 on page 243 e Organizational Roll Up Reports e Entity Detail Report Entity Summary Report Figure 57 Consolidated report structure Consolidated Reports TBS Component subreport TB5 Totals GCAS Component subreport GCAS Totals Additional Component subreport Add l Totals Consolidated Totals Organizational Roll up Reports Organizational Roll up Reports consolidate organizational billing information for example corporate divisional and departmental The Organizational Roll Up Reports folder contains a report for each level in your organizational hierarchy for example Corporation Roll Up Report Division Roll Up Report and Department Roll Up Report Optivity Telephony Manager System Administration Page 244 of 312 Consolidated Reporting System CRS 553 3001 331 These reports provide a grouping of information based on the organizational level identified in the report name For example the Departmental Summary Report provides a grouping of information by department for example a report for Sales Accounts Administration Engineering and so on The Engineering grouping displays a summary of all chargeable items incurred by any entity person or organizational unit immediately attached to the Engineering node such as the Engineering Manager the Quality Assurance Team and the Research and Development Team The latter two are roll ups of the c
147. e you with assistance as you use the CRS This menu contains the following commands e Help Topics e About the CRS Getting started This section describes how to access and use the CRS Before using the CRS you must install and configure it as part of OTM You must then assign it to a site and system Refer to Optivity Telephony Manager Installation and Configuration 553 3001 230 for complete details on installing this application and assigning it to a site and system System access After you have assigned the CRS to a site and system you can then run it to generate your reports To access the CRS from the OTM Navigator click the desired site and system and then click CRS from the Telemanagement menu The main CRS window appears Figure 56 on page 242 is an example of this window Optivity Telephony Manager System Administration Page 242 of 312 Consolidated Reporting System CRS Figure 56 CRS main window Li Head Office Consolidated Reporting System i Consolidated Reports m Deia EES Ei Operating procedures The remaining sections in this chapter outline the operational procedures of the CRS The following topics are discussed e Consolidated reports e Report generation filters sort definitions output printing and scheduling 553 3001 331 Standard 3 00 August 2005 Consolidated Reporting System CRS Page 243 of 312 Consolidated reports The CRS allows you to generat
148. ead Office System Window Of x Fie View Maintenance Configuration Security Utilities Window Help s z Sz e Head Office Telemanagement Traffic Analysis Telecom Billing System LDAP Synchronization For Help press F1 For Help press F1 Step 2 Run Call Tracking To run Call Tracking perform the following steps 1 From the system window click the Telemanagement menu option This displays the OTM applications that have been assigned to the system Head Office under Telemanagement 2 Torun Call Tracking double click Call Tracking from this menu The Call Tracking main window appears You can then use its commands to connect to the system and start the call monitoring session Step 3 Verify communications parameters and select script file To verify the communications parameters for Call Tracking in this system 553 3001 331 Standard 3 00 August 2005 Call Tracking Page 211 of 312 1 Click Edit Database from the Real Time drop down menu The Communications Database dialog box appears displaying the communications and connection criteria for the system These appear for informational purposes 2 Review the data in these fields to ensure that they correspond to your system s connection parameters If any of these values are incorrect then return to the System Configuration function in the OTM Navigator access the Communications tab and edit them When you access the Call Tracking Communications
149. ection Transmission Tab This tab contains the connection and communications parameters for data transmission as well as the transmission setup configuration Alarms Tab This tab contains any alarm thresholds and their corresponding alarm messages These messages appear in the System Alarms pane of the main window Setup Transmission Record Format Fields The Available Fields list box in the Transmission tab contains all of the fields you can select for your record format The Selected Fields list box contains all the fields you selected from the Available Fields list box see Figure 7 These fields will be included in the output stream during data transmission Standard 3 00 August 2005 Telecom Billing System Page 59 of 312 Figure 7 Setup transmission record rts transmision recors romat LLLA celle Fields Selected Fuld Feki Properter Faija Digesta venio T E JT Lens y tenor pe t Qus Twe v Biro Truk Tandem Oey Tee Cal Type Nw noms e rians T Curation Feld wish 19 Calling Deector D atbounc r m Nar Diacounted Cod 4 rgnarg D Typs D exten 1 dutty Left Dronning Erisa T rand Terenating ID Type ID etenin Eon Terramating E tenion Tank ix Dae r Twe Bed O usn Durston Syge Vals se Dip Dided ne Formahed Dipa Died ye Reale p Digts ai Coid ccount Code j de ferens hn 4 4 Dera 1 2 3 4 5 6 n 3 10 123456709012245670501234 567290 2345670901224547030123456709012245
150. ed on the trunk numbers on the call If the trunks fall within one of the trunk ranges assigned to an Entity in the Corporate Directories the call will appear on that Entity s report Standard 3 00 August 2005 Appendix B Sample reports Page 283 of 312 Figure 80 Entity Surcharge Detail report Sample Site Sample System Entity Surcharge Detail Printed 15 24 Oct 2 2002 Herberger Jack Organizational Position Global Knowledge Richardson Design Directio Digits Dialed Location Date Time Duratio Surcharge Total Cost Comment Outgoing 1 717 234 5676 HARRISBURG PA USA 12 1 2002 9 04 0 50 0 67 0 82 Long Distance Outgoing 834 5300 GRANDPRARI TX USA 12 1 2002 8 57 7 18 0 00 0 03 Local Incoming 12 1 2002 9 03 2 10 0 00 0 00 Incorning 12 1 2002 9 05 0 06 d 0 00 0 00 Other Outgoing 161 57550731 12 2002 9 04 0 06 J 0 00 0 00 Local Outgoing 1 212601 5203 NEW YORK NY USA 12 1 2002 9 03 0 08 0 32 0 4 Long Distance Outgoing 1616 402 3730 GRANDHAVEN MI USA 12 0 2002 9 07 0 18 0 40 0 55 Long Distance Outgoing 1 212 560 1820 NEW YORK NY USA 124 2002 9 07 0 08 0 32 0 47 Long Distance Incoming 12 1 2002 Incoming 4124 2002 9 07 0 02 0 00 0 00 Incoming 12 2002 9 05 0 32 4 0 00 0 00 Incorning 12 1 2002 Herberger Jack INCOHING OUTGOING Cost Field Calls Duration Total Cost Cals Duration Total Cost Cals Duration 6 5 22 0 00 2 7 24 0 03 8 12 46 Long Distance 0 0 00 0 00 4 1 24 2 31 4 1 24 6 5 22 0 00 6 8 4
151. efine the report parameters using the various filter tabs in this dialog box Each tab allows you to define specific information based on your filter requirements Several of the values entered on each tab are ranges of time or cost that is From a certain date To a certain date and a Minimum cash amount to a Maximum cash amount For example you can print all reports between two dates and include all records that fall between two cost amounts However the following tab fields do have different characteristics Bill Type Direction and Organization In each of these cases you can select choices from a drop down list by clicking the down arrow button located to the right of each option line Once you have entered the filter s parameters click OK to save them and return to the Filters grid dialog box Notice that the name you entered in the Filter Name box appears in this grid To select this filter click it once to highlight it and then click OK This name appears in the Filter drop down menu of the Reporting dialog box Once the filter is defined you can select it any time by simply clicking it from the Filter drop down list box in the Reporting dialog box Select sorting criteria To select sorting criteria for the reports perform the following steps 1 To define a sort order click the ellipsis button next to the Sort drop down list box This accesses the Sort grid dialog box In the Sort g
152. em within a bill type Surcharges or deductions can be applied to an item in any of the following ways e A fixed cost per item charge added to the existing item charge For example a 0 10 fixed surcharge can be made against each record related to a calling card bill If a calling card has a base cost of 2 00 the total cost of the record not including tax would be 2 10 Optivity Telephony Manager System Administration Page 230 of 312 General Cost Allocation System GCAS A cost per minute charge applied to each minute of each item This surcharge is only applicable to time based and destination based bill types and is calculated by multiplying each item s duration in minutes by the value entered in this box A percentage adjustment applied against the original charge of each item To increase each item s charge by 10 enter 10 00 in the Percent Adjust box Define taxes You have the option of selecting up to four applicable taxes for each bill type For this example you enter one applicable tax the Sample State Tax SST of 596 To define the taxes for this example perform the following steps 1 From the Properties Cost Profile dialog box click Edit gt Taxes to launch the Tax Editor dialog box Click the Add graphical command button In the Name box enter the tax name For this example enter Sample State Tax In the Short Name box enter an abbreviation of the tax name For this example enter SST
153. ema 0S dee 134 Cal Dg aadauxaq qp er RAddd Pau REAR ERS 137 Organizational Hierarchy Editor asaaaaa anaana 140 Employee Database Employee Editor 4 142 Telephone Configuration editor 0 0 0 0 eee eee 144 Carrier Pricing Template International Calls 147 Carrier Pricing Template Long Distance National Calls 148 Transmission tab 246s sess exec mme km da 163 Setting up TBS to collect data from OTM DBA 166 FED Cae dur RERNXxCR eR ET P d Rb idqe addi 168 Mail Server Configuration lesen nn 169 E Mail RECOM 12x apex PRU E Eee RE ERS dees 171 COCR E P EOTITIUTUHHEPTPTPTT 175 COG 183 Consolidated Server list 25 ooa RR Rr RD ES 185 TBS Web Reports page 00 000 eee eee 193 Filters page for Extension Summary Report 196 Schematic for sample scenario 0 0 0 0 ee 208 OTM AMIGA 4 seczixossrRka Gk eK 5d OH REE ERE HE ee Gedo x 210 Call Tracking main window llle 214 GCAS main window eessseee eee 221 Employee Database Employee Editor 224 Record Editor dialog Dox 1 cee rn 232 Reporting dialog DOM isses ehe Rea 235 CRS MAD VID 122a cz ke rruk aed wk ee ee de ed dc ed 242 Consolidated report structure 0 0 0 cee eee 243 Extension Detail report c2s542445005 044 RR ERR ERES 257 Extension Detail report with Account Codes
154. emplate DigtPattem Comments Location Book Sample Rates 1 800 77 2777 1 Toll Free Call Type 11 77 555 1212 LD Directory Assiste VHDATA Loca Cost Field t119 7769 7 NATIONAL VHDATA Loca INTERNATIONAL Teleglobe Interi International Operator Teleglobe Interi Operator Assisted VHDATA Loca Local VHDATA Loca Dir Assist Repair Emergency Other Edit pricing definitions in Carrier Pricing Template The following steps describe how to edit the pricing definitions for this default table These pricing definitions allow the TBS to interpret any type of 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 95 of 312 call containing identifiable digit patterns and then cost them accordingly They appear as a line by line listing in the grid For this example you edit only the pricing definitions for international and North American long distance calls to specify the appropriate rate tables for your carrier These default pricing definitions have already been created to provide you with standard North American dialing patterns You only need to select the appropriate rate tables for them The following examples demonstrate the use of the rate tables National Calls These types of calls use the location book VHDATA Location Book International Calls These types of calls use the location book Teleglobe International Location Book In ce
155. equired to create a consolidated version of the OTM corporate directory These properties Optivity Telephony Manager System Administration Page 180 of 312 Consolidated Call Cost Reports CCCR determine how the different systems are merged into the new consolidated root node of CCCR Corporate Root Node Name This field contains the name of the consolidated root node In this box enter the name of your organization This becomes the root node of the newly consolidated corporate hierarchy Merge Root Nodes The Merge Root Nodes option determines how the organizational hierarchies in the different systems are combined within the new root node Enable the Merge Root Nodes option to merge common nodes within your hierarchy under a single node For example if you have two systems each with a Sales and Support department that you want to merge under a main node containing these departments then enable this option Levels Table The Levels table contains the names of the different levels in the consolidated corporate directory for example Corporate Division and Department This prevents conflicts between databases if different systems have their levels defined differently The default values in this table are the same as those in the OTM corporate directories Entity Identification The Entity Identification value determines how the corporate entities are identified in the consolidated database When the original corporate directories a
156. er 3 Consolidated Call Cost Reports CCCR This chapter provides basic information on setting up and running CCCR Along with a brief outline of its main features and functions this chapter contains step by step instructions that assist you in setting up CCCR Introduction CCCR is OTM s system integration and reporting application CCCR combines data from the corporate directories in each of your OTM systems and generates billing reports based on this consolidated data Specifically used for the OTM TBS the CCCR application reports on your calling activity across multiple systems on a single OTM server Used in conjunction with the TBS CCCR synchronizes your organization s information and calling activity from the individual OTM systems You still use the TBS to collect and cost the CDR data for each system Once this data is processed you then use CCCR to consolidate the corporate data from each enabled system into its read only database for reporting The resulting corporate database is for the use of CCCR only and cannot be viewed or edited by other applications Overview The following is an overview of some CCCR features e The consolidated reports provide details on the actual telephone usage of the different sites and systems across your entire organization Management can then isolate individual users or departments who are not utilizing the telephone system properly through misuse or neglect e ts intuitive corporate editor a
157. er Definitions function to select the most recent day for this report You can then select this filter name from the Filter drop down list box in the main Report Generation dialog box when you print the report Sort Definitions The Sort Definition function is used to sort the data in the reports in different formats For example you may want to display a report by date and time You can simply use the Sort Definition function to sort the report by the selected date and time You can then select this sort definition name from the Sort drop down list box in the Reporting dialog box when you print the report Reporting commands The following is a list of the Report Generator commands Go This command generates the selected report Schedule This command schedules the report to be run at a later date and time This accesses the Scheduler application from which you can enter the scheduling criteria for the report including the initial date and time of the report generation as well as any subsequent intervals for generating the report Cancel This command exits from this function Help This command allows you to obtain help on the Report Generator function Optivity Telephony Manager System Administration Page 46 of 312 Telecom Billing System 553 3001 331 Creating custom logos on reports Each TBS report contains a common header graphic which is located at the top left corner of the report This graphic helps you to easily identif
158. er Guest Rooms and Suites in Employee Database The Employee Database contains information about the employees in your organization For hospitality billing this database can also be used to store information about the rooms within your property for example the extensions in these rooms This information is required to cost and allocate telephone calls to the proper extensions and cost centers within your hotel for both guests and staff Optivity Telephony Manager System Administration Page 140 of 312 Telecom Billing System Th e following steps demonstrate how to enter a sample guest room Guest Room 10 with extension 101 in the Employee Database You must repeat these steps for each guest room and suite that has a telephone extension and that requires billing 1 oN Oo A 553 3001 331 Stan Click Edit gt Employees from the TBS main window The Employee Editor dialog box appears Click the Add New Record icon Enter the following information in the Employee tab e Last Name Guest Room 10 e Org Path Rooms International Downtown Property Guest Rooms Leave the remaining fields and boxes blank and click Apply Click lt New Asset gt from the Assets field Click Extension from the Type drop down list box In the blank box under the Type drop down list box enter 101 Turn on the Prime check box if you do not turn on this check box the system marks it as prime as a default Click Apply from the ass
159. er and the public network It is also referred to as PABX Automatic and CBX computerized Pro rated Costing When the cost per minute for calls using a specific trunk or trunk group is calculated automatically by the system based on the total fixed cost of the trunks and divided by the actual usage of those trunks Optivity Telephony Manager System Administration Page 304 of 312 Glossary SDI port See Serial Data Interface port Serial Data Interface port A port on the CS 1000M CS 10008 or Meridian 1 system that can be configured to output CDR data SMDR See Station Message Detail Recording Station Message Detail Recording The ability of a CS 1000M CS 10008 or Meridian 1system to output information to supply reports which include time of call calling extension duration of call number dialed trunk group and date Additional information may also be output Tariff A document filed with the FCC which details the services equipment and costs offered by a communications carrier A tariffed item has a fixed cost TELCO A telephone company Tie Line A dedicated circuit linking two CS 1000M CS 1000S or Meridian 1 systems Trunk A circuit used to connect two telephones Trunks can be incoming outgoing two way or interoffice Trunks are also identified by the type of service they provide that is DDD FX 553 3001 331 Standard 3 00 August 2005 Glossary Page 305 of 312 Trunk Group A gr
160. er database 553 3001 331 Standard 3 00 August 2005 Consolidated Call Cost Reports CCCR Page 185 of 312 Figure 46 Consolidated Server list f Consolidated Call Cost Reports OF x File Edit Help Consolidated System Properties B D Local Host EB Sample Site v Enabled E E New Y ork df Dallas srs amp Dallas Costing Configuration Sample Configuration Currency Local Currency m Barcel ZA Once you have completed these steps the Consolidated Server list displays all of the systems that have just been assigned to the consolidated server database Step 3 Synchronize corporate data The next step is to synchronize the corporate data from your OTM systems with the CCCR database This function downloads the corporate database records from the assigned OTM systems that is the Organizational Hierarchy Employee External Parties and Roles Projects Databases It then synchronizes this data with the CCCR database to ensure that the consolidated corporate information is up to date with the most current information from your OTM systems To run the database synchronization click File gt Synchronize Corporate Data gt Start Once you start a synchronization process a status dialog box appears displaying its progress Optivity Telephony Manager System Administration Page 186 of 312 Consolidated Call Cost Reports CCCR Step 4 Review and edit levels in consol
161. ese costs for outgoing or incoming calls Variable and Carrier Costing tab In this tab enter the costs that are be applied to calls made on this service You can enter costs for both outgoing and incoming calls For outgoing calls you can enter variable costs based solely on the digit patterns or you can enter the Optivity Telephony Manager System Administration Page 156 of 312 Telecom Billing System carrier costs that are based on these digit patterns The carrier costs vary depending on the destinations of the outgoing calls For this example you select the predefined Carrier Pricing Template for all calls using this service The Carrier Pricing Template can then distinguish between different types of calls for its costing To select the carrier costing for this service perform the following steps 1 In the Carrier Costing by Digits Comments box enter outgoing Calls Leave the VPN Location Book box blank From the Carrier Pricing Template drop down list box select Sample Rates 4 Leave the Cost Adjust box blank Report Options tab In this tab enter the call reporting options for this trunk service This allows you to define how calls that use this service appear on reports For example you can suppress all incoming calls To enter the call reporting options for all calls using this service perform the following steps Click the first record in this grid From the Call Type drop down list box select All Calls
162. eter pulse or per month As well you can define these costs for outgoing or incoming calls Variable and Carrier Costing Tab In this tab enter the costs that are applied to calls made on this service You can enter costs for both outgoing and incoming calls For outgoing calls you can enter variable costs based solely on the digit patterns or you can enter the carrier costs that are based on these digit patterns The carrier costs vary depending on the destinations of the outgoing calls 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 107 of 312 For this example select the predefined Carrier Pricing Template for all calls using this service The Carrier Pricing Template can then distinguish between different types of calls for its costing To select the carrier costing for this service perform the following steps 1 4 In the Comments field of Carrier Costing by Digits enter Outgoing Calls Leave the VPN Location Book drop down list box blank From the Carrier Pricing Template drop down list box select Sample Rates Leave the Cost Adjust field blank Report Options Tab In this tab enter the call reporting options for this trunk service This allows you to define how calls that use this service appear on reports For example you can suppress all incoming calls To enter the call reporting options for all calls using this service perform the following steps Click the first record in t
163. eters To enter the data collection parameters for the TBS perform the following steps 1 From the TBS main window click Options System Configuration The System Configuration dialog box as appears Click Collection tab and then enter your communications and collection parameters For example enter the following values e Type Dial Up e Phone No 222 e Redials 3 e Port Com1 e Baud Rate 9600 e Data Bits 8 e Parity None Stop Bits 1 In the Collection Script box enter then name of the script file that is used for this data collection This file contains the instructions used to communicate with the buffer unit and collect data from it The script filename you select depends on the type of buffer unit and the format of the data being collected For example if you are collecting data from the MDR 2000 ISD then select MDR2000 COL Refer to the Common Services chapter of Optivity Telephony Manager System Administration 553 3001 330 for a list of supported buffer units and their corresponding script filenames Click OK to select these options and return to the TBS main window 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 135 of 312 Test data collection Now that you have configured your hardware and entered the required communications parameters you are ready to test the data collection At this stage run a data collection only as a test Later you can set up and invoke data
164. ets field Click OK to save this information and return to the Employee Editor dialog box Note that a new record line appears with this room s identification and name Click Close from this dialog box to save this information and return to the TBS main window This completes the steps required to enter this room s information in the Employee Database Repeat these steps for each guest room and suite in your property Remember to assign each guest room to the Guest Room level and each suite to the Suite level Figure 35 is a sample of the Employee Editor dialog box with this room s information dard 3 00 August 2005 Telecom Billing System Page 141 of 312 Figure 35 Employee Database Employee Editor Employee E ditor x Employee Additional Info Identification it Publish First Name fo Middle Name 1 Last Name pesRoom10 Manager m Org Path oms IntemationalD owntown Property v Job Title fo This asset is read only Email A Te 3 lt New Asset gt Extension 101 Yes Yes Street No City jJ Prov State Country Postal Zip Prime 7 Publish 7 Description gl Apoly Eancel Delete Cancel App o Ante Hep Step 8 Set up Telephone Configuration Database The next step in setting up the TBS is to define the telephone configuration This identifies how the TBS processes the call records It involves assigning the appropriate rate ta
165. functions of these graphical displays Call Tracking also provides alarm generating functions which can be set up to warn you of unusual calling patterns This is useful in the quick detection of unauthorized telephone calls that occur with toll fraud You can define multiple alarm templates to detect different calling patterns including calls exceeding a certain duration calls made at unusual times and toll calls Call Tracking can also be configured to output different types of alarms including visible and audible alarms on your PC which is generated following the completion of the call Optivity Telephony Manager Telemanagement Applications Page 202 of 312 Call Tracking Using Call Tracking This section describes the Call Tracking main menus their functions and the graphical displays For a detailed description of each menu command and function refer to the online Help Call Tracking menus The main Call Tracking window is the background for the graphical display windows Use these commands to configure the appearance of your graphical displays connect to the system and define your alarms File menu The File menu contains commands used to affect the main action of the call records as they are collected Use these functions to pause the data collection print graphical displays of data reset the call collection and display Employee Database information The following is a list of the functions and commands in this menu
166. g OTM Navigator from the StartUp program group 2 From the OTM Navigator window click Utilities gt CCCR This accesses the main CCCR window See Figure 46 on page 185 Figure 45 CCCR Consolidated Call Cost Reports OF x File Edit Help Consolidated Corporate Currency i E Local Host i Sample Site E New York Corporate Root Node Name a New York Acme Incorporated E m Dallas amp Dallas v Merge Root Nodes Levels Level Name Corporation Division Department Entity Identification Identification m View rganization Step 2 Assign systems to consolidated server To allow for the consolidation of data from the different systems in your organization CCCR stores the directory structure of all of the OTM sites and systems in a consolidated database This directory structure represents the defined OTM sites and systems that have the TBS application assigned to them Optivity Telephony Manager System Administration Page 184 of 312 Consolidated Call Cost Reports CCCR When you access the Consolidated Server list CCCR displays the default consolidated server along with all of the defined OTM sites and systems This site and system list is auto populated when you expand the server node or when you select Edit Refresh Site List By default the systems that appear in this list are not enabled for consolidation That is even though the
167. g options Screen Printer Rich Text Format HTML Format and Snapshot Format File Name In the File Name box enter the name of the file to which the report is exported Send File Using E Mail The Send File Using E Mail option allows you to e mail a copy of the report to selected e mail addresses Filter The Filter definitions are used to select the reporting criteria for your reports Reporting commands The following is a list of the Report Generator commands e Go Schedule e Cancel 553 3001 331 Standard 3 00 August 2005 Consolidated Call Cost Reports CCCR Page 177 of 312 e Help List of reports The following is a list of the reports that are available for CCCR e Entity Detail Report Entity Summary Report Entity Rollup Summary Reports e Account Code Summary Report e Account Code Rollup Summary Reports Exit The Exit command ends the current CCCR session Edit menu The Edit menu accesses the Refresh Site List command Refresh Site List The Refresh Site List command refreshes the list of sites and systems for a selected server in the Consolidated Server list This ensures that the server is up to date with the most current site and system information before data synchronization For example if you add sites and systems to the server and you update its costing configuration then you use the Refresh Site List command to update the server with this most recent information When you invoke this comma
168. ge listing these reports 553 3001 331 Standard 3 00 August 2005 TBS Web Reporting Page 193 of 312 Figure 47 TBS Web Reports page a Optivity Telephony Manager Microsoft Internet Explorer J m ni xi File Edit View Favorites Tools Help a Bak 9 A Asearch 3jFavortes Hristory Ey Sp Fone roqout Help TELECOM BILLING SYSTEM ASSETS REPORT LIST 1 web navigator Cost Reports gt Equipment Web Station Sample System Sample Site Tele Billing Reports sie TBE gt Extension 3535 gt Extension 7427 gt Web Administration BE Local intranet List of reports The following sections briefly describe the reports available for TBS Web Reporting Based on your access rights some or all of these reports appear in this list Cost reports The following reports provide summaries and details of your organization s telephone usage costs These are based on your extensions authorization codes or account codes e Extension Summary Report e Authorization Code Summary Report e Account Code Summary Report Optivity Telephony Manager System Administration Page 194 of 312 TBS Web Reporting Level reports The following reports provide roll up summaries of telephone usage costs for your organization based on extensions authorization codes or account codes They access summary and detail reports displaying this data based on the organizational level For example the Extension R
169. generate reports containing data from the TBS through your intranet or Internet server These reports provide you with valuable information about your organization s calling activities Its intuitive web based interface allows you to view this information from any PC with intranet or Internet access to your server Since these reports are based on data from the TBS you must have previously installed and configured the TBS application as part of OTM Call Tracking Call Tracking is OTM s call monitor and alarm application Its graphs indicate trends and provide displays of unusual calls enabling you to adjust your equipment and services to maximize your resources Call Tracking monitors and displays information output from the system It accumulates this data and displays the information in different formats in its graphical 553 3001 331 Standard 3 00 August 2005 Overview of telemanagement applications Page 35 of 312 displays The Call Tracking interface consists of several graphical displays which list your monitored call data in different formats Call Tracking also provides alarm generating functions which can be set up to warn you of unusual calling patterns This is useful in the quick detection of unauthorized telephone calls that occur with toll fraud You can define multiple alarm templates to detect different calling patterns including calls exceeding a certain duration calls made at unusual times and toll calls Call Tracking c
170. h by call type 278 CDSN eie aad x esa Kee REX PERPE D PER RO AES 279 Location by cost sumimaryt 2 suuceas ek RR eh 281 Entity Surcharge Detail report 0 2 26 00 eee eese 283 Trunk Diagnostic repoit cccdcdeedasadeacadeeenas cages 284 Telephone Configuration report 2 200005 285 System Configuration report 00000 eee 286 Extension Diagnostic report 2 6 22 eee eee ee 287 Authorization Code Diagnostic report 000 287 Account Code Diagnostic report 220005 288 Trunk Group utilization by duration 00000 00 289 Trunk UMZAIGW 23a Rape ek de aee E hat Ee 290 Authorization Code Summary uasa esa aac eR CR RR RO waders 292 Authorization Code Roll Up sssels esses 294 Hold Time by EXIGNSION 2 223 ebd ed da ex PERRO XO ESR 296 Un 35 r5 RM 297 Trunk Diagnose a eqat exa a ERA PETGOEETHRS ERRIG X Re 298 Optivity Telephony Manager System Administration Page 20 of 312 Figures 553 3001 331 Standard 3 00 August 2005 Page 21 of 312 Tables Table 1 Meridian 1 systems to CS 1000M systems 20 0005 25 Table 2 OTN SCBHBgHlBl das rudem TEE ine Re OS EI E ERRASSE RP STE 116 Table 3 Trunks and extensions filters 000000 162 Table 4 Examples of mask properties 2 00 cece eee eeee 228 Table 5 Mask CHSESIGIBER ni dug sd dcc desea ba did BUR A a bor 3C UR OR wees 229
171. h reports as the role project external party and employee directory reports are useful in maintaining an up to date listing of your projects customers and employees The following is a list of the available Directory Information Reports e Role Project Directory Report e External Party Directory Report Employee Directory Report ordered by Organizational Unit Employee Directory Report Frequency Reports The Frequency Reports provide details on actual telephone usage Management can isolate individual users and departments that are not properly using the telephone system through misuse or neglect As well system administrators can use this information to determine which services are not being utilized This analysis allows you to adjust your telephone services to suit your needs The following is a list of the available Frequency Reports e Undisbursed Verification Report e Unanswered Calls Summary Report e Unanswered Call Detail Report e Ring Time Report Ring Time Analysis Report e Location Summary Report e Hold Time Summary Graph e Hold Time Detail Report e Frequently Called Numbers Report e External Party Summary Report 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 49 of 312 e Duration Summary Graph by Call Type e Duration Summary Graph Digits Detail Report e Call Area Summary Report e Area Code Summary Report e Area Code Location Summary Report e Area Code Summary Graphs
172. hargeable items of their respective members Entity Detail Report The Entity Detail Report consolidates the costs for the different entities for example employees external parties or roles and projects from each of the supported OTM applications By consolidating information in this manner you can quickly and effectively determine entity costs This report details a listing of individual billing costs within each OTM application for each entity The entity s chargeable records for each application are listed under separate headings called subreports for example TBS and GCAS Each of these subreports contains a detailed listing and a subreport summary of the incurred costs for that application for that entity These summary costs are then combined to produce a grand total cost charge for that entity that is the sum of all the subreport totals Entity Summary Report The Entity Summary Report is fundamentally the same as the Entity Detail Report However unlike that report the Entity Summary Report provides only a summary of consolidated bills for each entity in the organizational hierarchy Standard 3 00 August 2005 Consolidated Reporting System CRS Page 245 of 312 Generating an Entity Detail Report To generate an Entity Detail Report perform the following steps Step 1 Select report 1 From the navigator tree in the main window click Entity Detail Report You can either generate a report that incorporates all e
173. he destination drive and directory for this file This filename has an extension that corresponds to the format of the file This field is activated only if you are exporting the report to a file in one of the supported formats RTF HTML or Snapshot Note that you can enter specific variable tags in your filenames to create unique filenames during report generation This provides you with added flexibility when you are generating reports at scheduled intervals and you do not want to rename the files for each interval Send File Using E Mail When generating a report to a file you can also send copies of that file to definable e mail addresses The Send File Using E Mail option allows you to e mail a copy of the report to selected e mail addresses When you generate the report this option inserts the report file as an attachment to an e mail message This option e mails the outputted file that you entered in the File Name box Since this function inserts the report file as an attachment to an 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 45 of 312 e mail message it is available only if you are outputting a file to RTF or Snapshot format Filter Definitions The Filter Definitions function is used to select the reporting criteria for your reports This allows you to generate reports based on very specific requirements For example you may want to view a report for only the current day You can simply use the Filt
174. he call records Start transmission To start posting the call records to the Property Management System perform the following steps 1 From the TBS main window click Tools Transmission Start The Start Transmission dialog box appears prompting you to select the data transmission mode and start the data transmission Select Real Time option to have the system continuously transmit calls that have not been transmitted Click Start to start transmitting the call records This completes the steps required to set up the TBS to process call records for hospitality billing Optivity Telephony Manager System Administration Page 164 of 312 Telecom Billing System Setting up TBS to collect data from OTM DBA Application The OTM Data Buffering and Access DBA application collects CDR data from the Communication Server 1000 and Meridian 1 systems and stores this data to a text file titled detaill img in the OTM system As the DBA collects data it will append this data to this text file The TBS once set up can then collect the CDR data from this file for processing and reporting This section describes how to set up the TBS to collect this data from the DBA application This section assumes that you have already set up the DBA application in the CS 1000 and Meridian 1 systems and in OTM For more information about this application refer to the Data Buffering and Access section in the Common Services chapter of OTM
175. he consolidated organizational hierarchy click View Organization This accesses the Consolidated Organizational View dialog box which displays all of the different levels in the consolidated database Review these levels to ensure that they accurately represent the consolidated organizational hierarchy for your company that is all of the organizational 553 3001 331 Standard 3 00 August 2005 Consolidated Call Cost Reports CCCR Page 187 of 312 levels are structured correctly If you need to change this structure then repeat the above steps and change your settings as required Step 5 Select local and alternate currencies The following steps outline how to select the local and alternate currencies that are used on your reports Note that this is an optional step and is required only if you want to use two different currencies for the costs on your reports Perform the following steps to select the local and alternate currencies for your reports Click Currency tab from the CCCR window 2 Click Configure to define the local and alternate currencies used for CCCR This accesses the OTM Navigator s Currency Configuration dialog box in which you can enter your local and alternate currencies You can also access this dialog box directly from the OTM Navigator 3 For this example select US Dollars as the local currency Select Local Currency tab and then enter the following information e Currency Name US Dollars e Currency Symbol
176. hese systems This completes the steps required to set up CCCR Creating custom logos on reports The reports in CCCR each contain a common header graphic which is located at the top left corner of the report This graphic helps you to easily identify the reports as part of CCCR CCCR allows you to edit this graphic or even replace it with another graphic by simply editing a bitmap BMP file You can replace this graphic with another more descriptive design such as your company logo to suit your own needs For example you can include your company logo on your reports to Optivity Telephony Manager System Administration Page 190 of 312 Consolidated Call Cost Reports CCCR provide you with professional looking reports that are customized for your organization Caution Be careful when editing this graphic file If the file is too large it can cause errors with the generated reports To ensure that the original raphic file is secure you should make a backup copy of it To do so opy the file Logo bmp from the CCCR directory to another directory or simply rename it for example Backup Logo bmp Perform the following steps to create a custom graphic or logo for your reports 1 Usea graphics program such as MS Paint to create a bitmap with the following dimensions 3 73 W by 0 86 H 2 Insert or create the new graphic for example your company logo in the bitmap file 3 Save this file as Logo bmp to the dedi
177. hich Call Tracking is installed e Call Tracking requires a script file SL1 SCR to collect the CDR records from the Meridian 1 through these modems in real time This script is provided with the OTM kit Since this scenario outlines the steps required to set up Call Tracking it assumes that you have already entered the following information e Call Tracking was installed as part of the OTM installation on a PC in the Head Office Optivity Telephony Manager System Administration Page 208 of 312 Call Tracking A site and system have been created and configured for this connection to the Meridian 1 The site is entitled Acme Company and the system is entitled Head Office Its communications parameters for the SDI port have already been entered in the Communications tab of the OTM System Configuration function Figure 49 Schematic for sample scenario Switch room Meridian 1 Acme Company Head Office PC room CDR Buffer Unit OTM Call T To OTM application Steps to connecting Call Tracking to a system The following is a summary of the tasks required to start Call Tracking and connect to the system in real time mode Run OTM and open a site and system Run Call Tracking Verify communications parameters and select a script file Ensure hardware connections 553 3001 331 Standard 3 00 August 2005 Call Tracking Page 209 of 312 e Collect CDR data from the CS 1000 or Meridia
178. his grid From the Call Type drop down list box select All Calls From the Cost Field drop down list box select DDD This determines the report grouping and summary field on reports Cost fields are defined in the Cost Field table From the Print Option drop down list box select Detail This indicates that these calls should be displayed in the main report body of the detail reports In the Route Description box enter DDD This is the route used on detail reports for this call Optivity Telephony Manager System Administration Page 108 of 312 Telecom Billing System This completes the defined service for the main node You have now defined how calls from this trunk should be costed according to the template you created Click File gt Close to save this information and return to the TBS main window 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 109 of 312 Step 8 Test telephone configuration Now that you have entered your system s costing model and configuration you should test the accuracy of the configuration To do so you must apply these costs to the collected call records and print some reports to review the generated costs Apply costs to call records The TBS applies the costs based on your Telephone Configuration Database and Rate Tables as a separate step to data collection That is once you have collected the call records from the CS 1000 or Meridian 1 system you must apply costs to them
179. hone Configuration Rooms International This represents the telephone configuration you defined 5 Click Go to print the report Extension Diagnostic Report The Extension Diagnostic Report compares the extensions assigned to users in the Corporate Directories that is employees external parties and roles and projects with the extensions that have actual call activity To print this report perform the following steps 1 Click File Reports from the TBS main window 553 3001 331 Standard 3 00 August 2005 5 Telecom Billing System Page 159 of 312 In the Reports dialog box that appears double click the TBS Reports menu option and then double click Utility Tools gt Extension Diagnostic Report From the Output Type drop down list box select Printer From the Configuration drop down list box select Telephone Configuration Rooms International This represents the telephone configuration you defined Click Go to print the report Exception Chronological Report The Exception Chronological Report lists in chronological order all of the calls that were made and then collected by the TBS Review this report to verify that the calls were processed and costed accurately Look for calls that have no location except toll free calls Check that the long distance calls have costs assigned to them and that local calls do not Some common errors in the Telephone Configuration Database include incorrect access codes and missing t
180. hone configuration Test the telephone configuration Set up data transmission to post call records to the Property Management System in real time 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 129 of 312 11 Start data collection and transmission Step 1 Ensure that the system is set up properly For the TBS to collect and process CDR data the CS 1000 or Meridian 1 system must output the data in the proper format You must therefore enable the required features and options in the system overlays This section describes the options that are required for the TBS to process the CDR data Note This document is not intended to describe all options related to CDR data For complete details on the available CDR options and information on configuring CDR refer to the appropriate documentation for example Call Detail Recording Description and Formats Select CDR output format In LD 17 select either NEW or OLD format CDR output FCDRZNEW The TBS contains script files for supported buffer units including the MDR 2000 ISD As well it can be configured to support both NEW and OLD CDR formats Auxiliary Identification output in CDR record In LD 15 configure the Auxiliary Identification to be output in CDR AXIDz Yes The AXID field is not captured by the TBS but is required to ensure that data fields output in the CDR record appear in the expected positions Configure routes for CDR output In
181. idated organizational hierarchy The following steps outline how to edit the levels in the consolidated organizational hierarchy Once you have synchronized the corporate data from the OTM systems with the CCCR database you should review the defined levels to ensure that they reflect your organizational hierarchy If you need to edit these levels you can do so by accessing the Corporate Properties tab of the CCCR window This tab contains the basic information required to create a consolidated version of the OTM corporate directory These properties determine how the different systems are merged into the new consolidated root node of CCCR Perform the following steps to edit the levels in the consolidated organizational hierarchy Click Corporate tab from the CCCR window 2 Inthe Corporate Root Node Name box enter a name for the consolidated hierarchy For this example enter Acme Incorporated 3 Enable the Merge Root Nodes option to merge common nodes within your hierarchy under a single node 4 Leave the Levels table with the default values This table contains the names of the different levels in the consolidated corporate directory for example Corporate Division and Department 5 From the Entity Identification drop down list box select the value that determines how the corporate entities are identified in the consolidated database For this example select Identification 6 Click Apply to save these settings To review t
182. incoming calls For this example you build a System Call Digit Translation table to remove the access code 9 from the digits dialed of the call records This way each call record appears without the access code on reports The digit is the access code used to access a trunk on the CS 1000 or Meridian 1 system to initiate a call For example your system may require that you enter 9 to select a trunk to make an outgoing call Each call record contains the access code digits which are entered as part of the digit stream To translate the digit patterns for all calls perform the following steps 1 Click Call Digit Translation from the Telephone Configuration navigation tree 2 Click File New Digit Translation Table to add a new definition for this table This creates another menu option entitled New Digit Translation Table 1 under this menu option For this new call digit translation a blank table appears in the right pane Rename this table by typing Sample CDT in the Name box Enter the following information in the first line of this grid e Match Digits 9 e Replace Digits 5 Leave the remaining fields and boxes blank If you are not sure of what your access codes are 1 Review the collected call records in the Collection tab Data of the System Task pane 2 Access the TBS main window click Collection tab of the System Task pane and then click Data Standard 3 00 August 2005 Telecom Billing System Page
183. ing 10442002 10 55 5 30 0 00 DDD 7001 Incoming 10 142002 10 12 2 16 0 00 DDD DNIS 6660 Summary INCOHING OUTGOING TOTALS Cost Field Calls Duration Cost Cals Duration Cost Cals Duration Aye Dur Cost Avg Cest All Calls 13 2 31 40 0 00 0 0 00 0 00 13 2 31 40 11 40 0 00 0 00 13 2 31 40 0 00 0 0 00 0 00 13 2 31 40 11 40 0 00 0 00 Total of Calls 13 Total Minutes 151 67 Total Cost 0 00 Total nith Taxes 0 00 Reviewed By Approved By 553 3001 331 Standard 3 00 August 2005 Auxiliary ID Detail report The Auxiliary ID Detail report see Figure 64 provides a detailed listing of calls and summary information for each Auxiliary ID or Extension user Employee External Party or Role Project Calls having an Auxiliary ID are charged back using the Auxiliary ID on the call while calls with no Auxiliary Appendix B Sample reports ID are charged back using the extension on the call Figure 64 Auxiliary ID Detail report Page 263 of 312 Herberger Jack Extension Directio Digits Dialed 2003 Outgoing 1717 234 5678 2003 Outgoing 834 5300 2003 Outgoing 1212601 0734 2003 Outgoing 1212601 5203 2003 Incoming 2003 Incoming 2003 Incoming 2003 Outgoing 1616 402 3730 2003 Outgoing 1 212 560 1520 2003 Incoming Herberger Jack INCOHING Cost Field Calls Duration 0 0 00 800 Serice 4 5 10 Long Distance 0 0 00 4 5 10 Total of Gals 10 Location HARRISBURG PA USA GRANDP RARI TX USA NEW YORK NEW
184. ion 1 Type over this name with the desired division title For this example type Downtown Property Add Guest Hooms and Suites to Downtown Property To add the levels Guest Rooms and Suites to the Downtown Property level perform the following steps 1 Add the level Guest Rooms to the Downtown Property level by right clicking the newly named Downtown Property node From the pop up window that appears click Add New Department A new node appears with the default value New Department 1 Type over this name with the desired department title For this example type Guest Rooms 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 139 of 312 3 Add the level Suites to the Downtown Property level by right clicking the Downtown Property node again From the pop up window that appears click Add New Department 4 Again a new node appears with the default value New Department 1 Type over this name with the desired department title For this example type Suites Figure 34 is an example of the Organizational Hierarchy editor with this input Figure 34 Organizational Hierarchy Editor Rooms International Organizational Hierarchy E ditor OF x x 3l alel i 4 gt y 3 Organizational Path 2j Rooms Intemational Downtown Property Guest Rooms Organizations tip Name B3 3 Eg Rooms Intemational e Downtown eal st Ro Suites Record Count 0 Z Ent
185. ions 100 to 999 to its Property Management System System schematic Figure 30 on page 128 outlines the relationship between the TBS and its hardware components Figure 30 System block diagram Modem Connection Optional Modem OTM Telecom Buffer Unit Connection Billing System Dallas Meridian 1 Property Management System Optivity Telephony Manager System Administration Page 128 of 312 Telecom Billing System Summary Setting up the TBS The following is a summary of the steps required to set up and configure the TBS to process call records 1 a 5 o N Ensure that the CS 1000 or Meridian 1 system is set up to properly output CDR data Install and set up the MDR 2000 ISD Install any rate tables that were purchased for your dialing plan Run the TBS so it can be configured Set up and test the data collection process before running it in a real time situation a Enter the data collection parameters b Test data collection Obtain the List Trunk and Member LTM values from the system Set up the Organizational Hierarchy and Employee Databases to include the extensions for the guest rooms and suites as well as for the hotel s staff Set up Telephone Configuration Database Access the Telephone Configuration Database editor Update the Call Type Definitions table Define carrier pricing templates Define the call digit translation Define the bill party surcharges 00 00 9 Enter the telep
186. is accesses the TBS Reports page for the selected system or asset 553 3001 331 Standard 3 00 August 2005 TBS Web Reporting Page 199 of 312 To view a report from the TBS click the report name in the TBS Reports page From here you can select a telephone configuration table and any filters for the report Click Run Report to view the selected report Optivity Telephony Manager System Administration Page 200 of 312 TBS Web Reporting 553 3001 331 Standard 3 00 August 2005 Page 201 of 312 Chapter 5 Call Tracking This chapter provides basic information on setting up and running Call Tracking It also includes an example to assist you in setting Call Tracking up for a real time monitoring session Introduction Call Tracking is OTM s call monitor and alarm program Its graphs indicate trends and provide displays of unusual calls enabling you to adjust your equipment and services to maximize your resources Call Tracking monitors and displays information output from the CS 1000 or Meridian 1 system It then accumulates the data and displays the information in different formats in its graphical displays Call Tracking consists of several graphical displays that list your monitored call data Each of these is a separate window or dialog box which displays the call information in a unique format The main window is the background for these graphical display windows The commands in its main window provide you with the overall
187. ision Department Entity Identification Identification hd View Organization File menu Page 175 of 312 The following File menu commands are used to synchronize the corporate database generate reports and exit from CCCR e Synchronize Corporate Data e Reports Exit Synchronize Corporate Data The Synchronize Corporate Data commands are used to synchronize the data from the different systems that you have added to the CCCR database These systems appear in the Consolidated Server list The Synchronize Corporate Data commands are as follows Optivity Telephony Manager System Administration Page 176 of 312 Consolidated Call Cost Reports CCCR e Start e Schedule Reports CCCR includes a number of reports that provide you with details about your organization s calling activities These reports are based on the call records that you have collected from the different OTM systems in your organization and then saved to the CCCR database This reporting function is used to generate the reports to selected output devices for example printers based on definable filters Reporting options The following options are used to select the output device for the report as well as its filters These options appear in the Profile section right side of the Reporting dialog box Output Type The Output Type drop down list box contains a list of output formats for the selected report You can select from the followin
188. ity Telephony Manager System Administration Page 232 of 312 General Cost Allocation System GCAS Figure 54 Record Editor dialog box Record E ditor x Record Extension No fi 81 Description Main Extension Line al Report Group Lines w Quantity Duration Total Cost Item Date Item Time Bill Date fi 0 19 99 Y 14 30 00 fi 0 19 99 ez 3 Inthe Record Editor dialog box enter the appropriate value that identifies the bill party for this record In this example the employee extension is required Therefore in the Extension No box enter 191 4 Inthe Description box enter a description of the bill record This is an optional field For this example enter Main Extension Line 5 From the Report Group drop down combo box select a Report Group value If an appropriate value is not found in the list you can type the required value in the Report Group drop down combo box This value further organizes billed items into smaller subgroups This is optional For this example enter Lines 6 Inthe Quantity box enter the quantity of products or services which are to be billed For this example enter 10 7 Inthe Total Cost box enter the pre tax total cost for the specified quantity of items For this example enter 5 00 553 3001 331 Standard 3 00 August 2005 General Cost Allocation System GCAS Page 233 of 312 In the Item Date box enter the date assigned to this item for example the
189. ivity Telephony Manager System Administration Page 182 of 312 Consolidated Call Cost Reports CCCR 553 3001 230 for complete details on installing this application as part of OTM Systems access and setup The following is a summary of the steps required to set up CCCR and generate reports for it These steps assume that you have already set up the OTM databases with your company s information Set up your sites and systems Assign the TBS application to each applicable system Populate the OTM employee databases with the required organizational hierarchy and entity information Remember to completely set up the TBS for all of your sites and systems before proceeding with CCCR The following is a summary of the steps to set up CCCR 1 Run CCCR from the OTM Navigator 2 Assign systems to the consolidated server 3 Download and synchronize the corporate data to the CCCR database 4 Review and edit the levels in the consolidated organizational hierarchy 5 Select the local and alternate currencies to be used on the reports 6 Generate the desired detail and summary reports Step 1 Run CCCR Before you can set up CCCR you must first run it from the OTM Navigator Since CCCR is not assigned to a specific site or system you can simply access it from the OTM Navigator 553 3001 331 Standard 3 00 August 2005 Consolidated Call Cost Reports CCCR Page 183 of 312 Perform the following steps to run CCCR from OTM 1 RunOTM by clickin
190. king in a local exchange Mileage charges usually apply FX See Foreign Exchange Grade of Service The probability of getting a busy signal when trying to access a line LCR See Least Cost Route Leased Lines Refers to private lines between two switching centers Least Cost Route Some CS 1000M CS 1000S and Meridian 1 systems have the ability to determine the least expensive call route Measured Service Measured service charges are dependent on the time of day duration of the call and the distance to the point dialed Local calls in some cities are charged by measured unit which is measured service Message Unit A unit for charging local calls comprised of length of call distance called and time of day 553 3001 331 Standard 3 00 August 2005 Glossary Page 303 of 312 Node Used to indicate a CS 1000M CS 1000S or Meridian 1 system in a network It can also mean any endpoint in a network NPA See Area Code NXX See Exchange Other Common Carrier A private company that has filed tariffs with the FCC to provide long distance telephone service to subscribers PABX See Private Branch Exchange PBX See Private Branch Exchange and Node Peg Count A counting device within the CS 1000M CS 10008 or Meridian 1 system which indicates the number of calls placed received or blocked Private Branch Exchange A privately owned telephone system which supplies the interface between the business us
191. l costing process Standard 3 00 August 2005 Telecom Billing System Page 57 of 312 Start Costing Starts the call costing process Stop Costing Stops the call costing process Schedule Costing Accesses the Scheduler to schedule call costing at a later date and time Configuration Defines the costing parameters in the Telephone Configuration Database Transmission The Transmission menu accesses the functions that manage the data transmission process Start Transmission Starts data transmission in real time or batch mode Stop Transmission Stops the data transmission process Schedule Transmission Accesses the Scheduler to schedule data transmission at a later date and time Configuration Defines the parameters used by the TBS to communicate with and transmit data to an external source such as a Property Management System PMS Options menu The Options menu accesses the System Configuration function To access this function click Options System Configuration from the main window System Configuration The System Configuration function allows you to set up system options data collection and transmission parameters and alarm thresholds System Tab This tab contains processing parameters for the call records Optivity Telephony Manager System Administration Page 58 of 312 Telecom Billing System 553 3001 331 Collection Tab This tab contains the connection and communications parameters for data coll
192. llects Old format CDR from the PollCat III to produce normalized CDR Data collection script which collects New format CDR from the PollNet Netlink to produce normalized CDR Data collection script which collects Old format CDR from the PollNet Netlink to produce normalized CDR Data collection script which collects New format CDR from the PollNet Netlink via FTP to produce normalized CDR Data collection script which collects Old format CDR from the PollNet Netlink via FTP to produce normalized CDR IMPORTANT OTM 2 2 does not support Teltronic s Site Event Buffer Enterprise Agent SEBea buffer box CDR data collection from SEB Il The following script files are used for data collection from the SEB II buffer unit SEBSL1NEW COL Data collection script which collects New format CDR from the SEB Il to produce normalized CDR SEBSL1OLD COL Data collection script which collects Old format CDR from the SEB Il to produce normalized CDR Optivity Telephony Manager System Administration Page 252 of 312 Appendix A Scripts Sample data collection The following script file is used to collect CDR data from a sample file This is used for testing purposes SAMPLE COL Data collection script which collects sample CDR data from the sample file in the TBS directory Call Tracking scripts The following script files are used by Call Tracking to perform data collection and real time monitoring Certain script file
193. llows you to merge the different organizational hierarchies from your OTM systems into a single consolidated server Optivity Telephony Manager Telemanagement Applications Page 174 of 312 Consolidated Call Cost Reports CCCR e The OTM Scheduler application can be used to set up the database synchronization and report generation functions to run at scheduled intervals This way once you have initially set up the databases in CCCR you can use the Scheduler to generate your consolidated reports automatically e ts alternate currency option allows you to include two different currencies on your consolidated reports Using CCCR This section contains a brief overview of the CCCR interface For complete details on each of its functions refer to the online Help Interface The CCCR main window is the main interface from which you define the consolidated server and systems set up the corporate properties and generate your reports See Figure 44 on page 175 553 3001 331 Standard 3 00 August 2005 Consolidated Call Cost Reports CCCR Figure 44 CCCR Consolidated Call Cost Reports OE x File Edit Help Consolidated E c Local Host d Sample Site Corporate Root Node Name E oe New York amp New York facmeIncoporated B em Dallas amp Dallas v Merge Root Nodes Corporate Currency l Levels Level Name Corporation Div
194. lly enter the information Auto method To view a list of available names in the databases click the ellipsis command next to this field This accesses the Entity Selector dialog box from which you can select a predefined employee external party or role or project If an e mail address has been assigned to the Entity you selected in the databases this e mail address is auto inserted into the E Mail Address text box Note The Recipient Name you provide is for informational purposes only and helps you identify different e mail addresses by their proper names Enter the recipient s name and e mail address and click Apply Repeat this step for each e mail recipient you wish to include 553 3001 331 Standard 3 00 August 2005 10 11 12 Telecom Billing System Page 171 of 312 Attach the report file to the e mail by entering a subject line and message in the following fields e Subject enter the text that will appear on the Subject line of the e mail message Short Message enter a short message that will accompany the e mail Click OK to save the information To run the report and send it by e mail select the GO button or Schedule button if applicable View the Event Log to determine if the report was produced and e mailed successfully or failed Optivity Telephony Manager System Administration Page 172 of 312 Telecom Billing System 553 3001 331 Standard 3 00 August 2005 Page 173 of 312 Chapt
195. ly collect call records having a set minimum call duration You can select up to ten different filters and have Call Tracking include or exclude the call records matching these filters Set alarms The Alarms function is used to set an alarm monitor to warn of suspicious calls These alarms can be sent to your PC as a visual or audible alarm or to an external device such as a log file printer or network workstation Collect CDR data from the system in real time mode Once you have accessed Call Tracking you can then use the Real Time command to initiate a call monitoring session Standard 3 00 August 2005 Call Tracking Page 215 of 312 Before initiating the real time data collection and monitoring process you should first access the Communications Database dialog box and verify the communications settings for Call Tracking on this system In this dialog box you can also select the script file that is used for this session Verify communications parameters To verify the communications parameters for this system click Edit Database from the Real Time drop down menu The Communications Database dialog box appears displaying the communications and connection criteria for this system These are displayed for informational purposes Review the data in these fields to ensure that they correspond to your system s connection parameters If any of these values are incorrect then return to the System Configuration function in the OTM Navig
196. minaton PSN TieFX Line Tie Node Location Billing Parameters Duration Rounding Initial 1 s Ad tonal 1 s BilingStatDay 1 TrunkLines LineDescription LowRange High Range COT 1001 1019 Report Optons Call Type CostFidd PrintOption Route Des DigiMask Long Distance Long Distance Detail COT 0 Fixed Costs CostiHin CostiCall CostiPulse Coston Adjustment Outgoing Cals 0 00 0 00 0 00 0 00 0 Incoming Calls 0 00 0 00 0 00 0 00 0 Ali Calls 0 00 0 00 0 00 0 00 0 Termination PSN TieFX Line Tie Node Locafon Remote Office Billing Parameters Duration Rounding Initial 1 s Additional 1 s BilingStatDay 1 TrunkLines LineDescription LowRange High Range Optivity Telephony Manager System Administration Page 286 of 312 Appendix B Sample reports System Configuration The System Configuration report see Figure 83 displays the configuration parameters that indicate how the Telecom Billing System should process collect and transmit call data Information is also provided about the various alarms and alarm thresholds configured in the system Figure 83 System Configuration report Sample Site Sample System System Configuration SYSTEM Call Data Options No Options Selected COLLECTION Connection Type File Name File G Common DatatTrainingiHome Officeidetail1 img Scripts Login Name Collection Script Unassigned GAMillenniumiRootDatalScripteisl1 old col TRANSMISSION Connection Type Direct Port Settings Port Baud Data Bits P
197. n 1 system in real time mode Note The instructions in this example assume that you have already installed the OTM software and completed the OTM configuration tasks described in the Common Services chapter of Optivity Telephony Manager System Administration 553 3001 330 It also assumes that you have created a site and system on which you can assign Call Tracking Step 1 Run OTM and open site system Before you run Call Tracking you must first run the OTM Navigator and open this site and system You can then select Call Tracking from the Telemanagement menu in this system s window To open the site and system perform the following steps 1 Runthe OTM Navigator by clicking the OTM Navigator icon At the Login dialog box that appears enter your user ID and password and then click OK to continue 2 To open the site and system for this example for example site name is Acme Company and system name is Head Office click Acme Company in the OTM Navigator window and then double click Head Office from this site This accesses the system window for Head Office as shown in Figure 50 Optivity Telephony Manager System Administration Page 210 of 312 Call Tracking Figure 50 OTM Navigator Ge OTM Navigator m x File View Maintenance Configuration Security Utilities window Help 4 sara x espe slope Gatekeeper Zones C Services Sites 5 4 Acme Company Head Office El Acme Company H
198. n extensions authorization codes account codes or dedicated trunk groups to projects or personnel for reporting purposes For example it can contain information on individuals or companies who use dedicated extensions but are not included in the Employee Database for example contract workers It can also contain information on projects that require dedicated extensions and therefore require a name and organizational position for reporting Asset Assignments This database defines how the different assets are assigned to the corporate entities in the Employee External Parties and Roles Projects Databases Telephone Configuration The Telephone Configuration Database is the TBS s main costing database It combines rate tables location books and carrier pricing templates to calculate usage costs for the various trunk groups that are defined for the sites in your organization It also calculates additional fixed costs which can be added to the basic usage costs of these trunk groups As well it allows you to assign various reporting groups to calls for the system s detail and summary reports When calls are made through the trunks in these trunk groups the TBS uses the Telephone Configuration Database to calculate their total costs It can then assign these costs to the appropriate extensions and therefore Standard 3 00 August 2005 Telecom Billing System Page 53 of 312 personnel as well as any defined organizational hierar
199. n legacy products and releases click the Technical Documentation link under Support on the Nortel home page http www nortel com Applicable systems This document applies to the following systems Meridian 1 PBX 11C Chassis Meridian 1 PBX 11C Cabinet Meridian 1 PBX 51C Meridian 1 PBX 61C Meridian 1 PBX 61C CP PII Meridian 1 PBX 81 Meridian 1 PBX 81C Meridian 1 PBX 81C CP PII Communication Server 1000S CS 1000S Communication Server 1000M Chassis CS 1000M Chassis Communication Server 1000M Cabinet CS 1000M Cabinet Communication Server 1000M Half Group CS 1000M HG Communication Server 1000M Single Group CS 1000M SG Communication Server 1000M Multi Group CS 1000M MG Communication Server 1000E CS 1000E 553 3001 331 Standard 3 00 August 2005 About this document Page 25 of 312 Note When upgrading software memory upgrades may be required on the Signaling Server the Call Server or both System migration When particular Meridian 1 systems are upgraded to run CS 1000 Release 4 0 software and configured to include a Signaling server they become CS 1000M systems Table 1 lists each Meridian 1 system that supports an upgrade path to a CS 1000M system Table 1Meridian 1 systems to CS 1000M systems This Meridian 1 system Maps to this CS 1000M system Meridian 1 PBX 11C Chassis CS 1000M Chassis Meridian 1 PBX 11C Cabinet CS 1000M Cabinet Meridian 1 PBX 51C CS 1000M
200. n proceeds to the next definition if the rate table cannot cost the call even if the digit patterns are matched You can modify each pricing definition in this Carrier Pricing Template by clicking the record line in the list and typing over the available fields To view each record in a dialog box click the record line and then click Edit For example to edit the International pricing definition click the record line for International you may need to scroll across the grid to locate International under the Comments field and then click Edit In the dialog box that appears simply enter the desired information for it Once you have entered the rate information for each type of call click OK to save it and return to the Carrier Pricing Template grid To modify pricing definitions perform the following steps International Calls 1 Click the record line in the Carrier Pricing Template grid that contains International in the Comments field and then click Edit Optivity Telephony Manager System Administration Page 146 of 312 Telecom Billing System 2 Enter the information as listed in the following dialog box shown in Figure 37 on page 147 for International calls and then click OK Figure 37 Carrier Pricing Template International Calls amp Carrier Pricing Template 011 82 7 NTERNATIONAL eleglobe International Location Book L ntemational Long Distance National Calls 1 Click
201. n the TBS for a specific site and system the Telephone Configuration Wizard appears This allows you to optionally enter a basic telephone configuration for this site and system Since you are not using the 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 85 of 312 Telephone Configuration Wizard to enter your configuration leave these fields blank and click OK to access the TBS Figure 19 TBS main window Main Node Telecom Billing System GB Jol x File Edit View Tools Options Help Collection Costing Transmission Status Data Message Data Script Engine launched Clear List Communication parameters sent to the Data Script Engine The Collection task is running THIS IS A SAMPLE SCRIPT WITH 12 SAMPLE RECORDS REPEA Starting SAMPLE data collection script 4 stop Collection request has been sent by the user The Data Scrip Closing SAMPLE data collection script Data Records Status 1 Stat End Errors Wamings Severity AlamMessage 0 0 Collection User Terminated 10 15 99 10 0 1 A Warming THIS IS A SAMPLE SCRIPT WITH Costing Not Running 0 0 Transmission Not Running 0 0 Step 5 Set up and test data collection Before you enter your telephone configuration you should verify that the TBS is collecting data from the system in the correct format This way you can test the configuration against actual calls To test the data collection simply enter the
202. n this window also includes the information of the employee sending or receiving this call Optivity Telephony Manager System Administration Page 206 of 312 Call Tracking User Defined The Custom Speedometer is a speedometer like analogue gauge call meter which displays user definable calling activity as a percentage value This call meter represents the percentage of calls that meet the criteria specified for a sample size It also contains an alarm function that activates a predefined alarm when an alarm threshold is exceeded Calls by Duration The Calls by Duration window displays a percentage of the total calls separated into distinct time periods Each item in the graph represents the percentage of total calls that have a duration within each time period and lists the total for each period as a percentage of the total calls Use this graph to spot trends in call duration and gain an overview of your telephone system s usage Select the intervals for this graph by selecting the total range from its control menu Calls Origin The Calls Origin window displays the total percentage of incoming outgoing tandem and internal calls The horizontal axis contains each type of call and the vertical axis lists their percentage values based on total calls Incoming The Incoming window displays the percentage of incoming outgoing tandem and internal call records This represents a different way of displaying a specific call type as
203. n your PC Remove old data from the Call Database on a monthly basis Based on the size of your Call Database you may need to remove old data from it more frequently Standard 3 00 August 2005 Telecom Billing System Page 123 of 312 You can remove old call records from the Call Database by either copying or archiving them to an external source or by simply deleting them The following sections briefly describe the functions used to archive delete purge and restore these call records Archive Call Database The Archive function is used to copy or archive a range of call records from the Call Database to an external device such as a network drive or a disk Use the Archive function s Purge option to delete this same range of call records from the current Site System directory on your PC after the archive has completed This frees more disk space on your PC for new call records You can archive an entire Call Database or you can archive a range of call records within a Call Database based on their call dates This way you can archive any old call records that you no longer require If you ever need this data again you can copy it back to your source Call Database by using the Restore function To access the Archive function 1 Select File gt Call Database gt Archive from the TBS main window 2 Enter your archive information and then click Go to proceed with the archive Purge Call Database The Purge function is used
204. nagement applications for OTM Description of telemanagement applications The following is a brief description of the telemanagement applications available for OTM Refer to the remaining chapters in this user guide for more information on these applications Optivity Telephony Manager Telemanagement Applications Page 34 of 312 Overview of telemanagement applications Telecom Billing System CCCR TBS is OTM s advanced cost allocation and billing application It collects call records from your systems It uses multiple costing models over multi level organizational hierarchies to allocate costs to the appropriate users and to web generate detail and summary reports outlining these costs These reports detail the actual usage of your telephone system thus allowing you to assess the effectiveness of your telephone services As well its network utilization and system administration reports help you to manage your telecommunications network more effectively CCCR is OTM s system integration and reporting application CCCR combines data from the Corporate Directories in each of your OTM systems and generates billing reports based on this consolidated data Specifically used for the OTM TBS the CCCR application reports on your calling activity across multiple systems on a single OTM server TBS Web Reporting TBS Web Reporting is OTM s web based reporting application for your telecommunications network With TBS Web Reporting you can
205. nager System Administration Page 198 of 312 TBS Web Reporting System access The following sections list the steps that are required to access OTM web and run TBS Web Reporting as an end user Setting up TBS Web Reporting Ensure to set up the access rights for the OTM web users and selected TBS Web Reporting as a reporting application 1 To install and set up TBS Web Reporting as part of OTM web refer to Optivity Telephony Manager Installation and Configuration 553 3001 230 2 To set up the access rights for TBS Web Reporting refer to the subsection Enable web desktop access under Directory Services in Chapter 3 Common Services of Optivity Telephony Manager System Administration 553 3001 330 Accessing TBS Web Reporting To log in to OTM web and run TBS Web Reporting perform the following steps Log on to OTM web by pointing your browser to the OTM Server 2 From the Login page enter your Login Name and Password This accesses the My Profile page This page contains your user information as well as links to the Web Reporting applications to which you have access 3 From the web Desktop Services navigation tree in the My Profile page select Billing Reports This accesses the Billing Reports page which contains links to your TBS reports 4 From the Billing Reports page access the TBS Reports page by clicking a system link You can also access your reports through any defined personal assets Th
206. nd CCCR re queries the selected server to reconstruct the list of sites and systems Consolidated Server list The Consolidated Server list left pane of the CCCR main window displays in a navigation tree format the server that has been defined for CCCR The server s nodes display all of the OTM sites and systems that have been Optivity Telephony Manager System Administration Page 178 of 312 Consolidated Call Cost Reports CCCR 553 3001 331 assigned to it The root node for this list labeled Consolidated lists the defined server along with its sites and systems The default server labeled Local Host contains the sites and systems that you have defined for OTM To view the sites and systems within the server double click the server name from the navigation tree Once you have opened the navigation trees for these sites and systems click the navigation tree command buttons to expand the menus Each system in this list is identified by an icon These icons allow you to view at a glance which systems are enabled in the CCCR configuration database Systems that are enabled for consolidation are identified by a yellow icon Systems that are disabled are identified by a gray icon By default systems are disabled Use the System Properties fields to enable these systems Use this list to view and edit the consolidated server and systems in CCCR To edit the properties of a server or system click the name of the server or system in
207. nd the call date time and duration Each extension begins a new page on the report The Extension Detail report with Account Codes report is based on the Extension Detail report Figure 59 Extension Detail report with Account Codes 553 3001 331 Ext 7400 Agenti ACD Organizational Position MyCompany Sales Digits Dialed 9847 6666 91 757 437 1111 91 408 565 7777 91 800 563 7777 Ext 7400 Cost Field All Calls Direction Location Date Outgoing 10112002 Outgoing NORFOLK WA USA 09112002 Outgoing SAN JOSE W CA USA 197102002 Outgoing 047112002 Total d Calls 4 Total Minutes 28 23 Standard 3 00 August 2005 Sample Site Sample Meridian 1 Extension Detail Report with Account Codes Cost Route 000 DDD 026 DDD 0 10 DDD 000 DDD Total Cost Printed 14 41 Aug 23 2004 Comment Local National 667835 Account ABC Toll Free Total with Taes Appendix B Sample reports Exceptional Chronological report Page 259 of 312 The Exception Chronological report see Figure 60 provides a detailed listing of calls that match the specified filter criteria It is particularly useful for identifying exception calls such as calls that have been made to particular phone numbers or whose cost has exceeded a specific threshold Figure 60 Exception Chronological report 7001 7501 7504 7504 7000 7003 7002 7503 7505 7505 7002 7500 7505 7504 7001 7500 7001 Cost Field All Calls In
208. ndicator flashes as the MDR 2000 ISD receives data This indicates that the data stream is being received If the PBX light does not flash and you are sure that a call has been made check the following e If you require a null modem adapter between the system and the MDR 2000 ISD then ensure that it is connected between the system s SDI port and the PBX port of the MDR 2000 ISD e Ensure that CDR is turned on for the trunk route you are using Verify that the MDR 2000 ISD is collecting data Access the MDR 2000 ISD to view and verify that the incoming data stream is valid To access the MDR 2000 ISD perform the following steps Run a terminal program such as Windows HyperTerminal 2 Dial up the telephone number of the MDR 2000 ISD This is the number where the MDR 2000 ISD was connected via its modem If the PC is connected directly to the MDR 2000 ISD then you can simply start typing the commands to edit the parameters For this example enter 222 3 Type Ctrl V I D Enter This verifies that you are communicating with the MDR 2000 ISD The response is the serial number of the MDR 2000 ISD 4 To view the data type Ctr1 V D U Enter you may need to type this twice If the data appears incorrect for example it contains random characters then there is probably a communications problem 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 81 of 312 Changing communications parameters The MDR
209. ng System Web Reporting 196 Utility Tools Reports 49 V viewing web reports 199 WwW Web Reports 192 Web Reports page 193 553 3001 331 Standard 3 00 August 2005 Index Page 311 of 312 Optivity Telephony Manager Telemanagement Applications Page 312 of 312 Index 553 3001 331 Standard 3 00 August 2005 Nortel Communication Server 1000 Optivity Telephony Manager Telemanagement Applications Copyright O 2005 Nortel Networks Limited All Rights Reserved Information is subject to change without notice Nortel Networks reserves the right to make changes in design or components as progress in engineering and manufacturing may warrant Nortel Nortel Logo the Globemark This is the Way This is Nortel Design mark SL 1 Meridian 1 and Succession are trademarks of Nortel Networks Publication number 553 3001 331 Document release Standard 3 00 Date August 2005 Produced in Canada gt THIS IS THE WAY NORTEL gt THIS IS NORTEL
210. nning THIS IS A SAMPLE SCRIPT WITH 12 SAMPLE RECORDS REPEA Clear List Data Records Starting SAMPLE data collection script stop Collection request has been sent by the user The Data Scrip Closing SAMPLE data collection script x Status Start End Emors Warnings Severity Collection User Terminated 10 15799 10 0 Costing Not Running 0 Transmission Not Running 0 Alarm Message A Waming THIS IS A SAMPLE SCRIPT WITH Step 5 Set up and test data collection Before you enter your telephone configuration verify that the TBS is collecting data from the CS 1000 or Meridian 1 system in the correct format This way you can test the configuration against actual calls To test the data collection simply enter the data collection parameters collect the call records from the system and view them in the Call Database Enter data collection parameters For the TBS to collect data from the CS 1000 or Meridian 1 system you must enter the data collection parameters for the site and system You should have already connected and configured your hardware see previous sections Optivity Telephony Manager System Administration Page 134 of 312 Telecom Billing System entitled Step 1 Ensure that the system is set up properly and Step 2 Install and set up buffer unit You only need to access the System Configuration function s Communications tab to select the communications and data collection param
211. nsions authorization codes or account codes to projects or personnel for reporting purposes Asset Assignments This database defines how the different assets are assigned to the corporate entities in the Employee External Parties and Roles Projects Databases Taxes This editor is used to define the taxes that are applied to the usage or equipment charges of the billing records View menu The View menu contains commands and toggles to display various components of the GCAS database Optivity Telephony Manager System Administration Page 220 of 312 General Cost Allocation System GCAS This menu contains the following commands and toggles e Bill Party e Grid Lines e Status Bar e Refresh e Find e Replace Help menu The Help menu offers commands which provide you with assistance as you use the GCAS This menu contains the following commands e Help Topics e About the GCAS Getting started This section describes how to access the GCAS and set it up for initial use Before using the GCAS you must install and configure it as part of OTM You must then assign it to a site and system Refer to Optivity Telephony Manager Installation and Configuration 553 3001 230 for complete details on installing this application and assigning it to a site and system System access After you have assigned the GCAS to a site and system you can then run it to assign the usage charges to your organization To access the GC
212. nsitive Help information on the current topic Note If you click Help from a web page other than that belonging to TBS Web Reporting for example the OTM Administrator Login page then the other web application s Help appears Standard 3 00 August 2005 Page 37 of 312 Chapter 2 Telecom Billing System This chapter provides basic information on setting up and running the Telecom Billing System TBS It also includes example procedures and reference information to assist you in setting up the TBS Introduction As OTM s advanced costing and billing application the TBS helps monitor and control telecommunications costs for your telephone system It collects call records from your system allocates costs to the appropriate users and generates detail and summary reports outlining these costs The reports provide details on the actual usage of your telephone system and allow you to assess the effectiveness of your telephone services The TBS collects data from your system through a buffer device a direct connection or through a network connection It uses defined communications and collection parameters to communicate with the system and collect the necessary telephone usage data The TBS supports the CS 1000 and Meridian 1 lines of telephony equipment Once you collect the call records either directly from the system or from the Call Detail Recording CDR buffer unit the records must be costed collated sorted and printe
213. ntity information from all the OTM applications or you can define subreports When you select subreports it allows you to choose which OTM applications that you want to include in the report and their order of inclusion This example includes a subreport With the Entity Detail Report selected right click the dialog box and then click Select Subreport From the Available Applications list select one or more of the available applications that you want to include as subreports for example TBS or GCAS Use the arrow keys next to the Available Applications list to move the applications to the Selected Applications list You can then order the chosen applications using the arrow keys next to the Selected Applications pane Click OK to accept the settings or click Cancel to return to the main window without changing the previous configuration Step 2 Select application specific filters and sort definitions optional You may also select filter and sort criteria that determine the data ranges that are reported on optional These filter and sort options can be applied to each subreport for example TBS or GCAS From the navigator tree view in the main window click the chosen report s tree view node expander button and then click the application To select a current reporting filter or sort option click the Filter or Sort drop down list box and then select from the list Optivity Telephony Manager System Administration Pag
214. ocument 553 3001 331 Standard 3 00 August 2005 Page 33 of 312 Chapter 1 Overview of telemanagement applications Optivity Telephony Manager s telemanagement applications offer you a wide range of telecommunications and network management services including billing and management web based reporting consolidated reporting and call monitoring Each application contains unique functions that allow you to collect cost track and report on your telecommunications data Together they provide you with a complete call management and billing solution for your telecommunications network The following is a list of the telemanagement applications available from the Optivity Telephony Manager OTM Telecom Billing System TBS e Consolidated Call Cost Reports CCCR e TBS Web Reporting Call Tracking e General Cost Allocation System GCAS e Consolidated Reporting System CRS Each application is installed separately onto OTM and runs independently of the other applications while still sharing common data such as employee and configuration information As well some applications use data from the other applications during their operation For example TBS Web Reporting reports on data from CRS and TBS and the CRS generates reports for TBS and GCAS applications Based on your OTM license you may have some or all of these applications included with your OTM system Contact your vendor for information on ordering additional telema
215. ocumentation library Select CDR output format 1 In LD 17 select either NEW or OLD format CDR output FCDR NEW The TBS contains script files for supported buffer units including the MDR 2000 ISD As well it can be configured to support both NEW and OLD CDR formats Optivity Telephony Manager System Administration Page 76 of 312 Telecom Billing System Auxiliary Identification output in CDR record 2 InLD 15 configure the Auxiliary Identification to be output in CDR AXIDz Yes The AXID field is not captured by the TBS but is required to ensure that data fields output in the CDR record appear in the expected positions Configure routes for CDR output 3 In LD 16 configure the routes that output CDR data CDR Yes and determine the type of CDR data to output For example you may want to record all incoming calls and only outgoing toll calls 4 Ensure that the SDI port for your system is configured to match the settings on the buffer unit If you plan to collect data at a higher baud rate you may need to change both the SDI port and the buffer unit settings The default settings for the MDR 2000 ISD are e Baud 1200 e Data Bits 8 e Parity None e Stop Bits 1 If you plan to use the default values for the MDR 2000 ISD you must use the same values for the SDI port Step 2 Install and set up buffer unit The TBS collects CDR data from the system either directly or through one of several types of buffer
216. oll up Report consists of the Extension Roll up Report for the current organizational level the Extension Summary Report for its sublevel and so on until you have reached the detail report for each user e Extension Roll up Report e Authorization Code Roll up Report e Account Code Roll up Report Frequency Digits reports The following reports provide roll up summaries of your calling activity based on frequency of calls to specific numbers and locations e Frequently Called Numbers Report e Frequently Called Location Report e Area Code Summary Report Ring Time by Time of Day Report Ring Time by Extension Report Hold Time by Time of Day Report Hold Time by Extension Report Trunk reports The following reports provide call usage details for each trunk or trunk group in your organization e Trunk Group Utilization Report e Trunk Utilization Report 553 3001 331 Standard 3 00 August 2005 TBS Web Reporting Page 195 of 312 Diagnostic reports The following reports list all of the extensions and trunks that are entered in the telephone configuration that have no call activity as well as all of the extensions and trunks that have call activity but have not been entered in the telephone configuration e Extension Diagnostic Report e Trunk Diagnostic Report Filters and configurations The Filters page is used to select the reporting criteria for your reports This allows you to generate reports based on very specific
217. on Surcharge This is the tax amount on the surcharge calculated according to the taxes specified in the Telephone Configuration Database Call Cost Surcharge This is the Call Cost plus the Surcharge without taxes Tax on Call Cost Surcharge This is the total tax on the Call Cost and Surcharge Call Cost Surcharge Taxes This is the total of the above listed Call Cost and the Surcharge values and the taxes on those values Tax 1 Tax 2 Tax 3 amp Tax 4 Up to four different taxes can be specified in the Telephone Configuration Database These fields contain the tax amount calculated on the above listed Cost value plus the Surcharge value for the four specified taxes Off End Taxes This is the tax applied to any charges that have gone off end from a tie line node programmed in the Telephone Configuration Database User Defined The User Defined value is any constant value that you wish to include in a specific location of the output data stream during data Standard 3 00 August 2005 Telecom Billing System Page 63 of 312 transmission For example the standard HOBIC record format for hotels may require a 3 letter hotel ID column which you can enter in the User Defined field as a constant value for example HB1 This value is included in the record that is sent to a downstream property management system When you select User Defined it uses the constant value that you entered in the Sample Value field located next to th
218. one number s match the digits dialed in the call records Optivity Telephony Manager System Administration Page 278 of 312 Appendix B Sample reports Duration Summary Duration Summary Graph by Call Type The Duration Summary Graph by call type see Figure 77 displays the number and duration of calls by call type Figure 77 Duration Summary Graph by call type Duration Summary by Call Type j 3 i Duration hn mm ss m2 incoming E1 outgoing 553 3001 331 Standard 3 00 August 2005 Appendix B Sample reports Page 279 of 312 Duration Summary Graph The Duration Summary Graph see Figure 78 displays the duration of calls by DN Figure 78 Call Duration Call Duration Summary 3 o H E E z Duration Interval hh mm ss Digits Detail The Digits Detail report provides a detailed listing of calls and summary totals for each phone number dialed Optivity Telephony Manager System Administration Page 280 of 312 Appendix B Sample reports Calling Area Summary The Calling Area Summary report summarizes calling patterns by NPA NXX dial code and location The report includes the total count duration and cost of calls that are made to each of the NPA NXX dial code and location combinations Area Code Area Code Summary The Area Code Summary report summarizes calling patterns by area code The report includes the total count duration and cost of calls that are made to each area
219. opriate system Optivity Telephony Manager System Administration Page 70 of 312 Telecom Billing System Figure 13 is an example of how the sample system is set up Figure 13 Sample system setup Wt OTM Navigator File View Maintenance Configuration Security Utilities Window Help xal x alila Elex Sites Gatekeeper Zones 9 Services EX Sites B Sample Site Sample Meridian 1 Sample Site Sample Meridian 1 System Window Of x File View Maintenance Configuration Security Utilities window Help t e ope E Sample Meridian 1 EHS Telemanagement ff Telecom Billing System LDAP Synchronization For Help press F1 For Help press F1 The TBS collects call records The TBS collects call records from the system through the buffer unit and formats and appends them to the end of the Call Database The Call Database is an indexed collection of call records that reflects the calling activity of the system Figure 13 on page 71 is a breakdown of the information found in each call record Notice how the TBS databases use each component of the call record 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 71 of 312 Figure 14 Sample call record allocation Telephone Employee Location Configuration Database Books Database Corporate Reporting Structure Call Database Extension Date Time Number Dialed Duration J DN2316 0416 1345 1416 555123403079999
220. ora iee aa aA asus atap bcd 127 System SCHeImaslie iiuiia aaa RR RRYOREGARA ORA CRERGd ikir Ernadi 128 Summary Setting up the TBS 4 6255 use ehe xx REPRE RC OE RA 129 Step 1 Ensure that the system is set up properly 130 Step 2 Install and set up buffer unit 2 00 0 00505 131 Step 3 Install rate tables and location books 132 Step 4 Run TBS so it can be configured lille 133 Step 5 Set up and test data collection lluuLn 134 Step 6 Obtain LTM from the system 2 0 2 6c ee ee ee 138 Step 7 Set Up Organizational Hierarchy and Employee Databases 138 Step 8 Set up Telephone Configuration Database 142 Step 9 Test telephone configuration 000002000 158 Step 10 Set up Data Transmission 0 0 0 ce eee 161 Step 11 Start data collection and transmission 163 Setting up TBS to collect data from OTM DBA Application 165 E mail reporting feature 2 0 c ee ee ee ee ee hae 167 beore vol HOGI 2 6 saopsuezieiudpRUORr bed bbee XY bui bua db bd 167 Using the E mail feature i i Rx RR RR RR 167 Chapter 3 Consolidated Call Cost Reports CCCR 173 BiGOU EDO rogis E ee Ree ODE VE RRRSEE nS ERRARE RSS PEE M SES 173 SOHO oLLq uod PRAARGORESS LOSERS FSSGGIRAGESQESIEQREEGSSd 173 Deng COCR ssar eidd esequi dub dad a d deb dba qid 174 Din MCI 174 PS Wie soie en E REO eran
221. ords It involves assigning the appropriate rate tables and carrier pricing templates to your system s trunk groups entering any call digit translations and setting any reporting options Since defining the telephone configuration is a complex task it is helpful to demonstrate how to define one using an example configuration This example represents a typical configuration and helps you to set up your own configuration Note This telephone configuration is only an example When setting up your own configuration you must enter your own company s system and rate information Review all of the documentation provided with your system and by your service provider This includes trunk route and member numbers output format and rate table names Summary of steps The following summary outlines the steps that you must perform to define the telephone configuration for this example 1 Access Telephone Configuration Database editor 2 Update Call Type Definitions table 3 Define Carrier Pricing Template 4 Define Call Digit Translation 5 Enter telephone configuration 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 91 of 312 a Create telephone configuration b Add Main Node c Add Long Distance Service Definition to Main Node Access Telephone Configuration Database editor To access the Telephone Configuration Database tables click Edit gt Telephone Configuration from the TBS main window Fig
222. original purchase date For this example enter 10 19 99 In the Item Time box enter the time assigned to this item for example the original purchase time For this example enter 14 30 00 10 In the Bill Date drop down list enter the bill date that is the date of the bill or bill period on which this record should appear For this example enter 10 19 99 11 Click OK to accept the values save the records and return to the main window Summary of fields Record Editor dialog boxes You do not necessarily need to enter data into every available data field within the Record Editor In many instances you can choose what data you want to enter However depending upon what type of bill you are entering there are specific fields that must be entered with a value Table 6 displays a complete summary of all field headings Each field is designated as a Required or Optional entry Table 6Summary of record fields Field Description Billing Key Required The Bill Party Lookup Key value that associates the charge record to the appropriate bill party in your organization Report Group Optional Provides the ability to organize the records within a bill type into smaller subgroups for reporting purposes Description Optional Description of the record Item Date Required Date that the record was created Dates appear in the format specified by the short date format entered in the regional settings
223. ors are used to create name and arrange these different organizational levels The employees in your organization are assigned to these levels The cost summary reports can then summarize the calling activity and associated usage costs by these levels Employees The Employee Database contains information about your organization s employees that is relevant to the TBS It includes such information as your employees names telephone extensions authorization codes and their locations within the organizational hierarchy This information is required to cost and allocate telephone calls to the proper extensions and cost centers within your organization Optivity Telephony Manager System Administration Page 52 of 312 Telecom Billing System 553 3001 331 External Parties The External Parties Database contains information about individuals or companies with whom you have regular contact It includes such information as the external party s name address telephone number and account code Use this database to define the telephone numbers and optional account codes for your customers and contacts so you can identify commonly called telephone numbers on your detail and summary reports This database can also be used to maintain a list of your frequently called customers or clients Roles Projects The Roles Projects Database contains information about the different roles or projects that require reporting in the TBS It is used to assig
224. ou lose your edits Notes for customization strings Step 3 In certain cases you may need to change the customization strings of the MDR 2000 ISD to match the output of the system If you need to change the customization strings use the CU Customize command in the MDR 2000 ISD interface and change the strings as necessary Refer to the documentation provided with the MDR 2000 ISD for more details on what the customization strings represent Install rate tables and location books Before you configure the TBS you must install the rate tables that reflect your telecommunications provider s rates These provide such rates as long distance calls charges for direct dialed calls to North America as well as international long distance charges The TBS requires these rate tables to accurately apply costs to your long distance calls As well as rate tables you must install a set of location books for your software Location books contain codes for the actual locations that are used by the rate tables to determine the charges incurred when calling these locations You can obtain rate tables from a rate service or from your dealer Remember that the rate table files must be compatible with the TBS software If in doubt check with your supplier before purchasing any rate tables To install the rate tables and location books simply follow the instructions included with them Remember to install the rate table files onto your OTM TBS direc
225. oup of trunks categorized by the type of service they provide For example trunks with DDD access are contained in a single trunk group Zone See Band Optivity Telephony Manager System Administration Page 306 of 312 Glossary 553 3001 331 Standard 3 00 August 2005 Page 307 of 312 Index A accessing the General Cost Allocation System 220 access rights 198 Account Code Detail Report 47 Account Code Diagnostic Report 50 Account Code Roll up Report 194 Account Code Rollup Report 177 Account Code Roll up Summary Reports 47 Account Code Summary Report 47 177 193 Account Code Surcharge Detail Report 49 Account Code Surcharge Roll up Summary Reports 49 Account Code Surcharge Summary Report 49 Archive Call Database 42 Area Code Location Summary Report 49 Area Code Summary Report 49 194 Authorization Code Detail Report 47 Authorization Code Diagnostic Report 50 Authorization Code Roll up Report 194 Authorization Code Roll up Summary Reports 47 Authorization Code Summary Report 193 Auxiliary ID Detail Report 47 B Bill Party Surcharge function 127 bill types 226 buffer units 69 C Call Area Summary Report 49 Call Database 42 55 call detail information benefits of 37 Call Digit Translation 98 call history 205 call monitor 201 call records 68 collection 71 costing 74 Call Tracking accessing 212 alarms 203 communications parameters 215 connection to Meridian
226. our collection costing and transmission settings you are ready to start collecting and processing your call records The following sections describe how to start the data collection call costing and data transmission processes in real time Start collection To start collecting call records from a CS 1000 or Meridian 1 system through the MDR 2000 ISD perform the following steps 1 Click Tools gt Collection gt Start from the TBS main window The Start Collection dialog box appears prompting you to select the collection mode and start the data collection 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 163 of 312 2 Select Real Time option to have the system continuously collect CDR records from the MDR 2000 ISD 3 Click Start The data collection starts The status pane displays a list of the call records as they are collected Start costing To start costing the call records perform the following steps 1 4 Click Tools gt Costing gt Start from the TBS main window The Start Costing dialog box appears prompting you to select the costing mode and start the call costing process Select Real Time option to have the system apply costs to the collected call records continuously In the Available Telephone Configurations list turn on the Telephone Configuration Rooms International check box This applies this specific telephone configuration to these call records Click Start to start costing t
227. ow 2 From the Start Costing dialog box that appears select the Batch Costing Mode option This performs a one time costing of all non costed call records 3 Inthe Available Telephone Configurations list turn on the Telephone Configuration Rooms International check box This applies this specific telephone configuration to these call records 4 Click Start to cost the call records The TBS then starts the costing procedure 5 Click Costing tab Status view of the System Tasks pane to check this process Once it displays the message The Costing task Optivity Telephony Manager System Administration Page 158 of 312 Telecom Billing System has completed you are ready to generate reports based on the costed call records This completes the steps involved in costing the call records Generate reports Generate the following reports to test the accuracy of your configuration Trunk Diagnostic Report The Trunk Diagnostic Report compares trunk ranges you entered in the Telephone Configuration with the trunks that have actual call activity To print this report perform the following steps 1 Click File Reports or simply click the Reports icon from the TBS main window 2 Inthe Reports dialog box that appears double click the TBS Reports menu option and then double click Utility Tools Trunk Diagnostic Report From the Output Type drop down list box select Printer From the Configuration drop down list box select Telep
228. own system requirements Edit pricing definitions in Carrier Pricing Template The following steps describe how to edit the pricing definitions for this default table These pricing definitions allow the TBS to interpret any type of call containing identifiable digit patterns and then cost them accordingly They appear as a line by line listing in the grid For this example you edit only the pricing definitions for international and North American long distance calls to specify the appropriate rate tables for your carrier These default pricing definitions have already been created to provide you with standard North American dialing patterns You only need to 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 145 of 312 select the appropriate rate tables for them The following examples demonstrate the use of the rate tables National Calls These types of calls use the location book VHDATA Location Book International Calls These types of calls use the location book Teleglobe International Location Book In certain cases you may need to add new pricing definitions to match your own configuration and dialing patterns Note The order in which you enter these pricing definitions is important During costing calls are compared to the digit pattern of the first definition at the top of the list The TBS then proceeds down the list until it matches the Digit Pattern field and if used the rate table The TBS the
229. ppropriate chargeable entity Management can then effectively monitor and isolate specific costs to various business lines within an organization Billing charges can be imported directly from a vendor s electronic bill thus significantly reducing data entry time e The user friendly hierarchical organizational interface allows for quick easy and effective control of the chargeable groups within your organization Optivity Telephony Manager Telemanagement Applications Page 218 of 312 General Cost Allocation System GCAS e Intuitive database editors allow you to easily populate update and view your database records Using GCAS This section contains an overview of the GCAS functions and databases It briefly describes their function and purpose For complete details on each of these functions and their operation refer to the online Help included with the software File menu The File menu contains commands used to manage the bill type records generate reports import and export data and exit from the system The following is a list of the functions and commands in this menu e New Bill Type e Delete Bill Type e Reports General Export Import Bill Type e Export Bill Type e Archive Bill Type e Merge Bill Type Purge Bill Type Exit Edit menu The Edit menu accesses the GCAS main databases These databases contain the corporate information you need to run the GCAS effectively for your organization
230. r not assigned to another user Cost Center Authorization Code Summary Practice Organization Accounting Duration 17 58 5 28 1 33 58 1 58 25 Duration 15 06 15 06 21331 Cost 0 00 0 00 9 40 9 40 Cost 0 00 0 00 940 Approved By VDP 0 00 0 00 0 00 YDP 0 00 0 00 0 00 Sample Site Sample System Printed 15 19 Oct 1 2002 Off End Tax Total Cost 0 00 0 00 0 00 0 00 0 00 9 40 0 00 9 40 Off End Tax Total Cost 0 00 0 00 0 00 0 00 0 00 9 40 Optivity Telephony Manager System Administration Page 272 of 312 Appendix B Sample reports Entity Roll up Summary Department Summary report This Entity Rollup Summary report see Figure 72 provides a summary of telephone usage rolled up to each Organizational Unit at the selected level in the Organizational Hierarchy Calls are allocated to a unit based on the users Employees External Parties and Projects assigned to that unit and its sub units A user is responsible for all normal calls made from any one of their primary extensions as well as those tandem calls which utilize a trunk that falls within a range of trunks assigned to those users Figure 72 Entity Rollup Summary Sample Site Sample System Department Entity Summary Printed 15 22 Oct 1 2002 Organizational Position Global Knowledge Richardson Design Herberger Jack Calls Duration Cost DP Off End Tax Total Cost 1 718 0 00 0 00 0 00 0 00 800 Senice 4 5 10 4 00 0 00 0
231. r 24 45 4549 44 6655 4 FAY ENEERCEA ARRAST ERETON 85 Figure 9 TES Wisi WI i ee tak EP Ri LRQ EX EP RR RE REOR coh 86 Figure 20 Call Database ccaecssecdktkkcekeR SEERA SERRE KORE EER ESE RR PORE KO 90 Figure 21 Telephone Configuration editor llle eee eese 92 Figure 22 Call Type DeIilollascieqoakcum deseo ened d b PG REIP TEYA T34 94 Figure 23 Carer Pricing Template iia si ccbae ena dagen c A stiti era dares 95 Figure 24 Carrier Pricing Template International Calls llus 97 Figure 25 Carrier Pricing Template Long Distance National Calls 98 Figure 26 Telephone Configuration editor llle 102 Figure 27 Telephone Configuration Node editor llle 104 Figure 28 Telephone Configuration Service Definition 107 Figure 29 Re s tSlalus sc 2465494554 58450 KA er VEOURESA qd PEG X ERR Y ERS TII Optivity Telephony Manager Telemanagement Applications Page 18 of 312 Figures Figure 30 Figure 31 Figure 32 Figure 33 Figure 34 Figure 35 Figure 36 Figure 37 Figure 38 Figure 39 Figure 40 Figure 41 Figure 42 Figure 43 Figure 44 Figure 45 Figure 46 Figure 47 Figure 48 Figure 49 Figure 50 Figure 51 Figure 52 Figure 53 Figure 54 Figure 55 Figure 56 Figure 57 Figure 58 Figure 59 Figure 60 Figure 61 i sten Plock ODE uu pio qa exer ER d AEREYSPPqaeesEG 128 OTM Navigator cccadea ee dba ede sed ban ERR E Rache d 133 Nise HORS AMAO Jaco ke deb age oed
232. r the new call records Based on the size of your Call Database you may need to remove old data from it more frequently than once a month Quarterly tasks Update your system s Location Books Periodically location designations change for example new area codes are added to the North American V amp H grid You must therefore remember to update your defined location books on a regular basis Similar to the Location Books Rate Tables must be updated on a regular basis due to changes in tariffs Optivity Telephony Manager System Administration Page 126 of 312 Telecom Billing System System setup for hospitality billing In addition to its standard general business functions that is those required by most organizations to collect cost and report on calls the TBS also includes functions and reports to allow for hospitality and campus billing The Bill Party Surcharge function applies charges to calls in addition to the trunk based usage charges This allows for additional telephone usage charges to be assigned to users based on such criteria as their extensions authorization codes and account codes The filterable data transmission function can post this usage data to an existing Property Management System This section explains how to set up the TBS to process call records for hospitality billing Specifically it describes how to set up the system databases to assign surcharges to guests at a hotel and transmit this data to a
233. r the originating ID or the terminating ID is an extension and the other ID is a trunk An Internal call designation is given to calls involving two on net parties for example both originating and terminating IDs are extensions A tandem call involves two off net parties for example both originating and terminating IDs are trunks Calling Direction O Outbound I Inbound An outbound call is one placed by an on net party an extension to an off net party for example a trunk is used to reach the off net party An inbound call is a call coming from an off net party for example a trunk carries the call into the switch that terminates at an extension Originating ID Type D Extension T Trunk This designates whether the originating party of the call is a trunk or an extension Originating Extension Trunk This is the actual identifier for the originating party for example the specific extension or trunk number of the originating party Terminating ID Type D Extension T Trunk This designates whether the terminating party is a trunk or an extension Terminating Extension Trunk This is the actual identifier for the terminating party for example the specific extension or trunk number of the originating party Date This is the date on which the call was made Time This is the time of day at which the call was made Billed Duration This is the duration of the call used for billing This is the actual duration of the
234. rant permission to its consultants subcontractors and agents to use the Software at Licensee s facility provided they have agreed to use the Software only in accordance with the terms of this license 3 Limited warranty Nortel Networks warrants each item of Software as delivered by Nortel Networks and properly installed and operated on Nortel Networks hardware or other equipment it is originally licensed for to function substantially as described in its accompanying user manual during its warranty period which begins on the date Software is first shipped to Licensee If any item of Software fails to so function during its warranty period as the sole remedy Nortel Networks will at its discretion provide a suitable fix patch or workaround for the problem that may be included in a future Software release Nortel Networks further warrants to Licensee that the media on which the Software is provided will be free from defects in materials and workmanship under normal use for a period of 90 days from the date the Software is first shipped to Licensee Nortel Networks will replace defective media at no charge if it is returned to Nortel Networks during the warranty period along with proof of the date of shipment This warranty does not apply if the media has been damaged as a result of accident misuse or abuse The Licensee assumes all responsibility for selection of the Software to achieve Licensee s intended results and for the installation use and re
235. re actually used on call records The report lists all of the authorization codes that are listed in the Directories but have not been used as well as all of the authorization codes that have been used but have not been assigned to a user in the Directories Figure 85 Authorization Code Diagnostic report Sample Site Sample System Authorization Code Diagnostic Report Printed 15 38 Oct 2 2002 Inactive Authorization Codes 12345 Unassigned Authorization Codes 111211 111239 222309 Optivity Telephony Manager System Administration Page 288 of 312 Appendix B Sample reports Account Code Diagnostic report The Account Code Diagnostic report see Figure 86 compares the account codes assigned to users Employees External Parties Roles Projects in the Corporate Directories with the account codes that were actually used on call records The report lists all of the account codes that are listed in the Directories but have not been used as well as all of the account codes that have been used but have not been assigned to a user in the Directories Figure 86 Account Code Diagnostic report Sample Site Sample System Account Code Diagnostic Report Printed 15 41 Oct 2 2002 Inactive Account Codes 56789 Unassigned Account Codes 25265 667835 73732724 Traffic Reports Trunk Group Graphs Available for Calls Costs and Duration Trunk Group utilization by duration The Trunk Group utilization by duration graph di
236. re consolidated into the new CCCR database an entity s record is consolidated only if the chosen field is the same on both records Select the following values from this drop down list box Identification E mail LDAP ID or Login Name View Organization Click View Organization to view the current organizational structure in the consolidated corporate directory This accesses the Consolidated Organizational View dialog box which displays a navigation tree of the organizational levels in the newly consolidated corporate directory This displays ORG as the root node until you first consolidate the systems Currency Properties CCCR allows you to define currency settings that are independent from the settings in the individual OTM systems This way you can define the main local and alternate currencies used by the reports in CCCR These currency 553 3001 331 Standard 3 00 August 2005 Consolidated Call Cost Reports CCCR Page 181 of 312 settings do not necessarily need to match the local and alternate currencies from each of your OTM systems Use the Currency Properties tab to configure the different currency values and exchange rates for CCCR Currency Name This read only field displays the name of the currently selected main currency This is the main currency that is used on all reports generated by CCCR To change this currency click Configure This accesses the OTM Navigator s Currency Configuration dialog box in which you can en
237. records from the system or from the buffer unit During the data collection process the TBS collects data from the system or optional buffer unit and builds that data into the Call Database Based on the size of the buffer unit communications usually take place nightly Less frequent data collection is possible provided the buffer unit does not reach capacity Note If the buffer does reach capacity and data collection has not been initiated the system may lose valuable call records Remember to collect data regularly The status of each data collection procedure is tracked in the Collection tab of the System Tasks pane As well all activity completed by the TBS is recorded in the OTM Event Log Viewer for diagnostics and troubleshooting You can access the Event Log Viewer from the OTM Navigator Review this information while collecting data to ensure that the system is collecting properly Once you have collected CDR data from the system you are ready to apply costs to them and generate reports based on this information Data collection troubleshooting During data collection the TBS displays the call records it has collected If this number fails to increment or remains at zero then either there is no data to collect or the TBS has not been able to communicate with the system In this case take the following actions e Click the Collection tab from the System Tasks pane main pane in the TBS window and then click Statu
238. rectory Report 48 Entity Detail Report 47 177 Entity Rollup Report 177 Entity Roll up Summary Reports 47 Entity Summary Graphs 47 Entity Summary Report 177 Entity Surcharge Detail Report 49 Entity Surcharge Roll up Summary Reports 49 Entity Surcharge Summary Report 49 Exception Chronological Report 47 Exception Chronological Surcharge Report 49 Export data 42 Extension Detail Report 47 Extension Diagnostic Report 50 195 Extension Roll up Report 194 Extension Roll up Summary Reports 47 Extension Summary Report 193 External Parties Database 52 External Party Directory Report 48 External Party Summary Report 48 F Filter Definitions 45 Filters and configurations 195 Frequency Digits reports 194 Frequency Reports 48 Frequently Called Location Report 194 Frequently Called Numbers Report 48 194 G General Cost Allocation System accessing 220 bill types 226 creating billing records 231 features 217 overview 35 H hardware connections in Call Tracking 211 Help 36 Hold Time by Extension Report 194 Hold Time by Time of Day Report 194 Hold Time Detail Report 48 Hold Time Summary Graph 48 hospitality and campus billing in Telecom Billing System 127 HTML format output 44 553 3001 331 Standard 3 00 August 2005 Index Page 309 of 312 Import data 42 installation of rate tables and location books 84 Internet Information Server IIS 197 L Level reports 194
239. report provides an alphabetic listing of the employees within their assigned Organizational Units In addition to listing their names the report also includes their extension s and job titles Employee Directory The Employee Directory report provides an alphabetic listing of the employees entered in the Employee Directory In addition to listing their names the report also includes their extension s job titles and the organizational unit to which they are assigned Optivity Telephony Manager System Administration Page 276 of 312 Appendix B Sample reports Frequency Undispersed Verification The Undisbursed Verification report see Figure 76 provides a detailed listing of calls that have no account code assigned to them The calls on the report are grouped by the extension from which the calls were placed Once this report has been printed it can be used as a reference for assigning account codes back to these calls using the Call Database Editor Unanswered Call Detail Figure 76 Undisbursed Verification report Sample Site Sample System Employee Directory Printed 16 22 Oct 1 2002 Name Extension Organizational Position Job Title D Deanda Roy 2004 Global Knowledge Richardson Training Training Senior Manager H Herbenger Jack 2003 Global Knowledge Richardson Design Technical Instructor M Marshall Linda 2006 Global Knowledge Richardson Training Training Senior Manager N Notte Diane 2001 Global Knowledge Ri
240. require additional surcharges you can turn off the Include Sub units check box 3 Click Surcharges tab For this example you assign a surcharge of 2 00 to all outgoing calls only Click the first line and enter the following information e Rule Name Outgoing Calls Call Type Outgoing Calls e Cost Call 2 00 e Transmit Call Enabled 4 Leave the remaining fields and boxes at their defaults This completes the steps for defining surcharges for Suites Now that you have defined the surcharges for this surcharge profile you can enter it in the Telephone Configuration table next Enter Telephone Configuration The Telephone Configuration Database is the key to pricing calls and tracing them to their destinations This database defines the type of costing used through each defined service and includes any additional costs defined for your system and location Each defined service uses predefined location books and rate tables based on your telecommunications carrier s offerings Optivity Telephony Manager System Administration Page 152 of 312 Telecom Billing System The TBS uses this configuration information to cost the call records and report on them Now that you have all of the elements required to construct your telephone configuration you must add them to this table The Telephone Configuration table in the Telephone Configuration Database editor is sorted into the following three components e General information in
241. requirements Whenever you select a report from the TBS page the Filters page appears allowing you to select its filters Figure 48 on page 196 is a sample Filters page for the Extension Summary Report Based on the report you select the Filters page displays different filters Optivity Telephony Manager System Administration Page 196 of 312 TBS Web Reporting Figure 48 Filters page for Extension Summary Report 3 pecie Sumewry Pepert Micrerstt beret Ixpterer fe DM dee jum beh St 96 6 vinhnx Extension Summary Report Corgsratia Costing Cenfigaretion Mixisam Dane Maissas Date Call Direction Draration Necenda Cot Sperife Pateesioeds Exoleyee Fire Nave Evedeyee Lut Newer RaleTvaject Name External Party Name Orgarixation Level Eseche Subleseh Getting started This section describes how to access and use TBS Web Reporting Before using TBS Web Reporting you must install and configure it as part of the OTM You must then assign it to a site and system Refer to Optivity Telephony Manager Installation and Configuration 553 3001 230 for complete details on installing this application and assigning it to a site and system 553 3001 331 Standard 3 00 August 2005 TBS Web Reporting Page 197 of 312 Additional system requirements The server and client PCs that run TBS Web Reporting each have their own hardware and software requirements The server PC is used to store the files for TBS Web Reporting Th
242. ribes configuration and maintenance of the 8 port ITG trunk card Meridian 1 Integrated Telephony Gateway Line Card 1 0 IP Telecommuter Description Installation and Operation 553 3001 119 Describes configuration and maintenance of the IP line card for IP Telecommuter e Optivity Telephony Manager Installation and Configuration 553 3001 230 Explains how to install and configure OTM software on a system e Optivity Telephony Manager System Administration 553 3001 330 Explains how to manage OTM sites systems and software e Features and Services 553 3001 306 Describes features associated with systems For each feature information is provided on feature implementation feature operation and interaction between features Software Input Output Administration 553 3001 311 Optivity Telephony Manager System Administration Page 30 of 312 553 3001 331 About this document Describes the prompts and responses for a system s command line interface CLI This guide includes information on overlay programs that are classified as administration overlays IP Trunk Description Installation and Operation 553 3001 363 Describes configuration and maintenance of the 24 port ITG trunk card This card appears as a 24 port trunk card with ISDN Signaling Link ISL and D channel signaling IP Line Description Installation and Operation 553 3001 365 Describes configuration and maintenance of gateway card
243. ricing Template assigned to the trunk This indicates the type of call how the number should be formatted on the report and which rate structure should be used to cost the call Optivity Telephony Manager System Administration Page 74 of 312 Telecom Billing System 5 The TBS applies any fixed costs to the call This completes the overview of how the TBS processes a call record Setting up the TBS Example scenario The example setup is based on the following scenario e The Acme Company has its head office located in Dallas Texas The telephone number for its head office is 214 555 1111 e The telephone system requires that users enter the access code 9 before making any outgoing calls e There is one trunk route with 46 members on the Meridian 1 These are configured as trunks 2001 to 2046 e The Meridian 1 that is located in the switch room of the Acme Company head office building requires an MDR 2000 ISD to collect CDR data A modem is attached to it to allow for communications between it and a PC in another room It has a dedicated extension number of 222 The PC on which the TBS is installed is located in another room of the same building A modem is attached to this PC s COMI port and is used to connect to the MDR 2000 ISD Setting up the TBS Summary The following is a summary of the steps required to set up and configure the TBS to process call records You need to perform these steps only when you first in
244. rid dialog box click Add This accesses the Sort definition dialog box Optivity Telephony Manager System Administration Page 238 of 312 General Cost Allocation System GCAS 3 Inthe Sort definition dialog box enter the following values Sort Name In this box enter the name of the sorting definition This appears in the Sorts grid dialog box list and in the Sort drop down menu of the Reporting dialog box You can select this sort definition by clicking this name in the Sort drop down menu of the Reporting dialog box Description In this box enter any additional descriptive information about this sort definition This is for informational purposes and also appears in the Sorts grid dialog box 4 IntheSort by box click the drop down commands and then enter the sorting criteria 5 Once you have entered the sorting criteria click OK to save them and return to the Sort grid dialog box Notice that the name you entered in the Sort Name box appears in this grid 6 To select this definition click it once to highlight it and then click OK This name appears in the Sort drop down menu of the Reporting dialog box Once the sort order is defined you can select it any time by simply clicking it from the Sort drop down list box in this dialog box Schedule reports If you want to schedule a report to run at a specific time click Schedule from the Reporting dialog box Use the Scheduler to enter the date and time that you want to
245. rmation click the Collection tab in the System Tasks pane Click Status to view the status of the collection Click Optivity Telephony Manager System Administration Page 136 of 312 Telecom Billing System View Collected Records Data from this tab to view the call records and verify that they are in the correct format Review the call records for any invalid fields For example check the trunk numbers and digits dialed for invalid values The trunk numbers appear in the Orig ID or Term ID fields depending on the Orig or Term values Check the first digits in the Digits Dialed fields to confirm the access codes As well check the call records dates and times to ensure that they match the date and time on the CS 1000 or Meridian 1 system Figure 33 Call Database Normal 2 Normal 3 Internal 4 Normal 5 Internal 5 Normal 7 Normal 8 Internal 9 Internal 10 Normal 11 Internal 12 Normal 13 Normal 44 hormal Ext 3535 Trunk 000019 3 48 00 PM Trunk 000007 Ext 3845 3 50 00 PM Ext 3523 Ext 3550 3 51 00 PM Ext 3425 Trunk 000014 3 50 00 PM Att 1 Ext 3403 3 51 00 PM 000008 Ext 3844 3 47 00 PM 000007 Ext 3535 3 52 00 PM Ext 3460 Ext 3893 3 52 00 PM Ext 3523 Ext 3895 3 52 00 PM Trunk 000002 Ext 3518 3 50 00 PM Att 1 Ext 3403 3 52 00 PM Trunk 000009 Ext 3846 3 51 00 PM Ext 3535 Trunk 000019 3 48 00 PM Trunk nnnnnz Est A845 2 50 00 DM Record i 1 If 1 gt lri of 55 553 3001 331
246. rt Select the report you want to generate from the Report menu in the Reporting dialog box For example to select the Extension Detail Report click TBS Reports gt Cost Analysis gt Extension Detail Report from the Reporting navigation tree 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 119 of 312 Step 2 Select output device The TBS can send reports to a selected output device such as a configured printer the PC s screen to a file or to an e mail address Select the output device from the Output Type drop down list box in the Reporting dialog box Step 3 Select report filters Before you generate your reports you should select the parameters filters that determine the data ranges on which the reports are run This includes only the desired range of data To enter your reporting filters access the Reporting dialog box and click the ellipsis command next to the Filters field In the Filters dialog box that appears click Add The Filter editor dialog box appears allowing you to enter the report s filters Once you have defined this filter s parameters enter a unique name for it in the Filter Name box When you exit from this function and return to the Reporting dialog box you can simply select this predefined filter from the Filter drop down list box Step 4 Generate report Once you have selected your parameters click Go to generate your report If you want to schedule a report to run a
247. rtain cases you may need to add new pricing definitions to match your own configuration and dialing patterns Note The order in which you enter these pricing definitions is important During costing calls are compared to the digit pattern of the first definition at the top of the list The TBS then proceeds down the list until it matches the Digit Pattern field and if used the rate table The TBS then proceeds to the next definition if the rate table cannot cost the call even if the digit patterns are matched When you enter digit patterns for the pricing definitions you can use certain wild card and format characters as digit placeholders Use the asterisk multiple placeholder or question mark single placeholder as wildcards for selecting common digit patterns Use the optional flags curled brackets to select optional digits to be included in the digits dialed Use the delete flags square brackets to select any digits that need to be suppressed during rate table lookups but displayed on reports Use the hide flag period to hide all of the digits that follow it in formatted reports Refer to the online Help under Pricing Definition for more details on using wild card characters Optivity Telephony Manager System Administration Page 96 of 312 Telecom Billing System You can modify each pricing definition in this Carrier Pricing Template by clicking the record line in the list and typing over the available fields
248. run the report 553 3001 331 Standard 3 00 August 2005 Page 239 of 312 Chapter 7 Consolidated Reporting System CRS This chapter provides basic information on setting up and running the CRS It also includes example procedures and reference information to assist you in setting up the CRS Introduction The CRS is used to generate reports by consolidating data from the TBS and the GCAS By defining filtering and sorting criteria you can generate custom reports that detail organizational and employee spending characteristics Each report is broken down into subreports that detail user costs for specific applications within OTM The report is summarized by aggregating all the costs associated with the chargeable entity that is the sum of all the subreport totals The following is an overview of some of the features of the CRS e The CRS allows for effective fast report generation of all chargeable costs to departments or persons within your organization The CRS combines data from the TBS and GCAS applications detailing products or services purchased and the appropriate chargeable entity Management can then effectively monitor and isolate specific costs to various business lines within your organization e You can quickly use this information to determine how organizational entities are utilizing corporate funds and resources e The user friendly Tree View interface allows for quick easy and effective generation of yo
249. runks To print this report perform the following steps 1 Click File Reports from the TBS main window The Reporting dialog box appears From the TBS Reports menu folder in the Reporting navigation tree left pane double click the Cost Analysis folder From the list of reports that appears click Exception Chronological Report From the Output Type drop down list box select Printer From the Configuration drop down list box select Telephone Configuration Rooms International This represents the telephone configuration you just defined Click Go to print the report Optivity Telephony Manager System Administration Page 160 of 312 Telecom Billing System If any of these reports appears inaccurate then review your input and make any necessary adjustments to your telephone configuration Step 10 Set up Data Transmission The Data Transmission function is used to transmit the call records to an external device or location such as a Property Management System For this example you set up the TBS to post the call usage records for your hotel s guests to a Property Management System using the ACK NAK interface protocol Once you have set up the data transmission you run it in real time along with the data collection see next To set up the data transmission for this example perform the following steps 1 Click Options System Configuration from the TBS main window and then click the Transmission tab From
250. ry Printed 15 09 Oct 1 2002 Organizational Practice Organization 25266 ABC Group Calls Duration Cost VDP OffEnd Tax Total Cost National 1 11 24 1 14 0 00 0 00 144 TOTALS 1 1124 144 0 00 0 00 144 667835 XYZ Corporation Calls Duration Cost VDP OffEnd Tax Total Cost National 14 3 50 26 23 04 0 00 0 00 23 04 TOTALS 14 3 50 26 23 04 0 00 0 00 23 04 73732724 BBB Company Calls Duration Cost VDP Off End Tax Total Cost Local 1 1 40 58 0 00 0 00 0 00 0 00 National 1 13 12 1 32 0 00 0 00 132 TOTALS 2 15410 1 32 0 00 0 00 132 TOTALS VW 3 56 00 25 30 0 00 0 00 23 50 553 3001 331 Standard 3 00 August 2005 Appendix B Sample reports Page 271 of 312 Authorization Code Roll up Summary Cost Center Summary report Figure 71 Authorization Code Rollup Summary report Organizational Chen Sun Calls All Calls 6 Local 5 National 7 TOTALS 18 Estrada Carla Calls All Calls 8 TOTALS 8 TOTALS 26 Reviewed By This Authorization Code Rollup Summary report see Figure 71 provides a summary of telephone usage rolled up to each Organizational Unit at the selected level in the Organizational Hierarchy Calls are allocated to a unit based on the users Employees External Parties and Projects assigned to that unit and its sub units Users are responsible for all calls made with their authorization code and also any calls made from any one of their primary extensions when the authorization code on the call is either non existent o
251. s Telephones and Consoles Description Installation and Operation 553 3001 367 Describes telephones and related features The telephones provide access to an OTM generated Corporate Directory Software Input Output System Messages 553 3001 411 Describes the meaning of system messages Software Input Output Maintenance 553 3001 511 Describes the prompts and responses for a system s CLI This guide includes information on overlay programs that are classified as maintenance overlays Communication Server 1000M and Meridian 1 Large System Installation and Configuration 553 3021 210 Provides information on the Survivable IP Expansion SIPE feature for a Meridian 1 Large System Communication Server 10008 Installation and Configuration 553 3031 210 Provides information on the SIPE feature for CS 10008 systems Describes the meaning of the messages generated by the CS 1000S system Communication Server 1000E Installation and Configuration 553 3041 210 Standard 3 00 August 2005 About this document Page 31 of 312 Describes the installation and configuration of the CS 1000E server Online To access Nortel documentation online click the Technical Documentation link under Support on the Nortel home page http www nortel com CD ROM To obtain Nortel documentation on CD ROM contact your Nortel customer representative Optivity Telephony Manager System Administration Page 32 of 312 About this d
252. s for example office furniture computers stationery and so on Time based bill types are defined as having start and finish times for example Internet usage Destination based bill types are defined as having call attributes such as location digits dialed and route and source and destination for example cellular or pager calls Assign bill to a bill type After establishing what kind of bill type is best suited to represent your data the next step is to enter the information from your bill into the GCAS There are two ways in which you can enter this information You can import a file or manually enter the data from a printed statement for example from a vendor s bill Whichever method of input used your first task is to attach your bill to one of the three defined bill types quantity based time based or destination based Note A quantity based bill type is used for example purposes The methods of data entry for both time based and destination based bill types are fundamentally the same as quantity based bill types However where data entry formats are different examples and illustrations provide extra guidance Example Quantity based bill type To enter a quantity based bill type perform the following steps 1 From the GCAS main window click once on the Quantity Based Billing type option in the navigation tree Click File New Bill Type The Properties tab appears Under Bill Type Name identify
253. s and suites If your CS 1000 or Meridian 1 system outputs CDR for internal calls that is calls made between extensions within the system then enter these costs in the Internal Calls fields of this table For this example leave the default values in these fields This completes the steps for creating a new Telephone Configuration table and entering its general information Add Main Node Node Information Editor The next step in defining this telephone configuration is to enter the general information for the main node Since a telephone configuration can contain multiple nodes you must define each node separately For example your company s telephone system may span different offices nodes For this example you are creating the minimum required node the Main Node To add a node to this defined configuration click the menu option Telephone Configuration Rooms International that you just created in the previous steps and then click File New Node Perform the following steps to edit this node 1 In the Node Name box enter the name for this node For example enter Main Node The title in the navigation tree changes to Main Node In the Node Location box enter the city and province state for your company For example enter Dallas Texas In the Main Phone Number box enter the telephone number for this location For example enter 214 555 1111 From the Location Book drop down list box select VHDATA Location
254. s are automatically selected when you enter your configuration parameters in the OTM Site Configuration application These represent the common scripts for data collection For example if you define SDII to have real time CDR data collection performed from it then SDII is configured to run the real time CDR data collection scripts SL1 SCR and SLILOGIN SCR If you collect CDR data from a data file for example if you select the File option from the Call Tracking Communications database then you can select the filename from which you will collect the CDR data and then select a script filename for that particular format of CDR data For example if you select a file for data collection that contains normalized CDR data then you select the script file COLLECT SCR Real time CDR data collection The following script files are used for real time CDR data collection from the Meridian 1 and Communication Server 1000 systems No buffer unit is required SL1 SCR Real time data collection script for Old format CDR SL1NEW SCR Real time data collection script for New format CDR SL1NEWX SCR Real time data collection script for New format CDR supports X11 Release 23 SL1EURO SCR Real time data collection script for New format CDR with Periodic Pulse Metering 553 3001 331 Standard 3 00 August 2005 SL1UROX SCR SL1LOGIN SCR Appendix A Scripts Page 253 of 312 Real time data collection script for New format CDR with Periodic Pul
255. s to review the task s status e Check the System Alarms pane bottom right pane in the TBS window to review any relevant information e Ifcommunicating through a modem ensure that the modem s AA auto answer light is on 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 117 of 312 e Make sure that the communications port that you specified in the System Configuration Collection tab is the same as the connection on the back of your PC the port on which you connected your cable The following is a list of common data collection problems e Data files are in use by another network workstation or the Call Database editor is opened e The communications parameters are not set up properly for the system e The data collection parameters are not set up properly e The PC has insufficient disk space for the Call Database Costing of call records daily The TBS applies the costs based on your Telephone Configuration Database and Rate Tables as a separate step to data collection That is once you have collected the call records from the CS 1000 or Meridian 1 system you must then apply costs to them based on the telephone configuration As with the Data Collection procedure you should run the costing procedure on a daily basis This way you can quickly identify any problems in the costing model or telephone configuration Optivity Telephony Manager System Administration Page 118 of 312 Telecom Billing S
256. se Metering supports X11 Release 23 Functional script used by above mentioned data collection scripts CDR data collection from MDR 2000 The following script files are used for data collection from an MDR 2000 buffer unit COLECT SCR COLECTX SCR 2000FD SCR 2000FDX SCR Data collection script which collects Old format CDR from MDR 2000 to produce normalized CDR erases contents of buffer Data collection script which collects New format CDR from MDR 2000 to produce normalized CDR erases contents of buffer MDR 2000 requires a chip that is compatible with X11 Release 23 Data collection script which monitors in real time Old format CDR from an MDR 2000 Data collection script which monitors in real time New format CDR from an MDR 2000 MDR 2000 requires a chip that is compatible with X11 Release 23 CDR data collection from PollCat II II The following script files are used for data collection from the PollCat I III buffer units POLLCDR SCR PARSESL1 SCR POLNEWX SCR NEWCDRX SCR CDR data collection script for PollCat II III buffer units Functional script used by POLLCDR SCR CDR data collection script for PollCat Il IIl buffer units supports X11 Release 23 Functional script used by POLLNEWX SCR Optivity Telephony Manager System Administration Page 254 of 312 Appendix A Scripts CDR data collection from SEB Il The following script files are used for data collection from the SEB II buffer
257. sidiaries and affiliates Optivity Telephony Manager System Administration Page 6 of 312 agrees that it will not without first obtaining all export licenses and approvals required by the U S Government 1 export re export transfer or divert any such Software or technical data or any direct product thereof to any country to which such exports or re exports are restricted or embargoed under United States export control laws and regulations or to any national or resident of such restricted or embargoed countries or ii provide the Software or related technical data or information to any military end user or for any military end use including the design development or production of any chemical nuclear or biological weapons 9 General If any provision of this Agreement is held to be invalid or unenforceable by a court of competent jurisdiction the remainder of the provisions of this Agreement shall remain in full force and effect This Agreement will be governed by the laws of the state of California Should you have any questions concerning this Agreement contact Nortel Networks Inc 2375 N Glenville Dr Richardson TX 75082 LICENSEE ACKNOWLEDGES THAT LICENSEE HAS READ THIS AGREEMENT UNDERSTANDS IT AND AGREES TO BE BOUND BY ITS TERMS AND CONDITIONS LICENSEE FURTHER AGREES THAT THIS AGREEMENT IS THE ENTIRE AND EXCLUSIVE AGREEMENT BETWEEN NORTEL NETWORKS AND LICENSEE WHICH SUPERSEDES ALL PRIOR ORAL AND WRITTEN AGREEMENTS
258. sions cellular phone or pagers To add an asset to this employee click Apply This enables the Asset list 5 From the Type drop down list box select the desired asset For example select Account Code 6 Inthe Account Code box that appears enter the account code For example enter 1001 7 Click OK to accept these values and return to the previous dialog box Click Close from this grid to exit to the main window This completes the steps to entering a sample employee Enter external party information External parties are those individuals or organizations that exist outside the realm of your organization for example customers vendors and so on This database editor is similar to the Employee Database editor For instructions on editing this type of database see the example on entering information in the Employee Database To enter specific external party information in the External Party Database perform the following steps 1 From the main window click Edit External Parties Optivity Telephony Manager System Administration Page 226 of 312 General Cost Allocation System GCAS 2 The External Party Editor grid dialog box appears To add an external party to this grid click Add New Record A blank External Party editor appears Enter the external party s information in the available fields Click OK to accept these values and return to the previous dialog box Click Close from this grid to exit to the m
259. splays the incoming outgoing calls and their duration on a Trunk Group See Figure 87 on page 289 553 3001 331 Standard 3 00 August 2005 Appendix B Sample reports Page 289 of 312 Figure 87 Trunk Group utilization by duration a E E E c S 5 a Trunk Group mOutqoing Trunk Usage Trunk Utilization report The Trunk Utilization report see Figure 88 on page 290 provides call usage details for each trunk assigned to Trunk Groups or Services in the Telephone Configuration Database Optivity Telephony Manager System Administration Page 290 of 312 Appendix B Sample reports Figure 88 Trunk Utilization Sample Site Sample System Trunk Utilization Report Printed 15 06 Oct 2 2002 Trunk Group INCOMING OUTGOING Trunk Calls Duration Cost Calls Duration Cost soos 1 2 2 34 2 00 0 0 00 0 00 2 3 0 36 3 00 0 0 00 0 00 3 2 2 50 2 00 0 0 00 0 00 5 2 5 04 2 00 0 0 00 0 00 6 2 25 30 2 00 0 0 00 0 00 8 2 16 36 2 00 0 0 00 0 00 10 2 3 00 2 00 0 0 00 0 00 11 2 6 42 2 00 0 0 00 0 00 14 1 2 58 1 00 0 0 00 0 00 15 1 2 50 1 00 0 0 00 0 00 16 1 132 1 00 0 0 00 0 00 17 1 0 32 1 00 0 0 00 0 00 18 1 1 48 1 00 0 0 00 0 00 20 1 0 26 1 00 0 0 00 0 00 21 2 2 02 2 00 0 0 00 0 00 22 1 0 28 1 00 0 0 00 0 00 23 1 2 26 1 00 0 0 00 0 00 28 1 1 46 1 00 0 0 00 0 00 28 T1940 25 00 9 0 00 0 00 DDD 1001 0 0 00 0 00 6 12 30 247 1002 0 0 00 0 00 6 3 26 1 80 1003 0 0 00 0 00 3 17 08 2 09 1004 0 0 0
260. st box click Extension No and then click OK Repeat the above steps for each bill type you are defining Table 4 and Table 5 the following tables represent the available mask properties Table 4Examples of mask properties Mask Description Null String Default No mask Acts like a standard text box HHH Example 321 extension number THHHE HHH HHH HHH Example 1234 567 891 000 phone card number 222 HHH Example ABCD 123 license plate 2 AHHH Example AB 12345 purchase order number 553 3001 331 Standard 3 00 August 2005 General Cost Allocation System GCAS Page 229 of 312 Table 5Mask characters Mask Description Digit placeholder Optional Decimal placeholder Thousands separator Time separator Date separator go Character placeholder V Convert all the characters that follow to uppercase Convert all the characters that follow to lowercase Alphanumeric character placeholder entry required Alphanumeric character placeholder entry optional Digit placeholder entry optional Character or space placeholder 0 0o m9m A Letter placeholder Enter cost profiles Having defined your bill party identification key within the Billing Key dialog box you can now enter your cost profiles optional Cost profiles allow you to define additional fixed costs and applicable taxes to each billable it
261. stall and use the TBS or if your configuration or hardware changes Ensure that the system is set up to properly output CDR data 2 Install and set up the buffer unit 3 Install any rate tables purchased for your dialing plan 553 3001 331 Standard 3 00 August 2005 Step 1 Telecom Billing System Page 75 of 312 4 Run the TBS so it can be configured 5 Set up and test the data collection process before running it in a real time situation 6 Obtain the List Trunk and Member LTM values from the Meridian 1 7 Set up the telephone configuration 8 Test the telephone configuration For more details on each of the TBS functions and features described in the following sections refer to the online Help included with the TBS For more details on the hardware components included with the OTM TBS for example buffer units modems refer to their associated documentation Ensure that the system is set up properly For the TBS to collect and process CDR data the system must output the data in the proper format You must therefore enable the required features and options in the system overlays This section describes the options that are required for the TBS to process the CDR data Note This document is not intended to describe all options related to CDR data For complete details on the available CDR options and information on configuring CDR see Call Detail Recording Description and Formats 553 2631 100 in the Meridian 1 d
262. sts a set of default call types that you can select when entering your costing and reporting options In this step add any additional call types that you may require for your configuration for example emergency calls If you do not require any additional call types then skip this step Optivity Telephony Manager System Administration Page 144 of 312 Telecom Billing System Define Carrier Pricing Templates Carrier Pricing Templates help determine the type and cost of a call The Telephone Configuration Database uses these templates to assign costs to the calls based on the trunks used and the digits dialed For this example you define a template for regular long distance service with multiple pricing definitions For each digit pattern that represents a billable call assign either the rate file and table from your telephone company or a flat per minute or per call charge Add the flat per call charges to the cost assigned by the rate file of your telephone company Carrier Pricing Template Sample Rates To enter the sample carrier pricing template perform the following steps 1 From the Telephone Configuration navigation tree click Carrier Pricing Template and then click File New Carrier Pricing Template This displays the Carrier Pricing Template grid in the right pane In the Name box enter Sample Rates Click Use Default Template to create a set of default values for North America Update these values with your
263. sults obtained from the Software Nortel Networks does not warrant a that the functions contained in the software 553 3001 331 Standard 3 00 August 2005 Page 5 of 312 will meet the Licensee s requirements b that the Software will operate in the hardware or software combinations that the Licensee may select c that the operation of the Software will be uninterrupted or error free or d that all defects in the operation of the Software will be corrected Nortel Networks is not obligated to remedy any Software defect that cannot be reproduced with the latest Software release These warranties do not apply to the Software if it has been 1 altered except by Nortel Networks or in accordance with its instructions ii used in conjunction with another vendor s product resulting in the defect or iii damaged by improper environment abuse misuse accident or negligence THE FOREGOING WARRANTIES AND LIMITATIONS ARE EXCLUSIVE REMEDIES AND ARE IN LIEU OF ALL OTHER WARRANTIES EXPRESS OR IMPLIED INCLUDING WITHOUT LIMITATION ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE Licensee is responsible for the security of its own data and information and for maintaining adequate procedures apart from the Software to reconstruct lost or altered files data or programs 4 Limitation of liability IN NO EVENT WILL NORTEL NETWORKS OR ITS LICENSORS BE LIABLE FOR ANY COST OF SUBSTITUTE PROCUREMENT SPECIAL INDIRECT INCIDENTAL OR CONSEQ
264. t a specific date and time click Schedule This invokes the OTM Scheduler Use the Scheduler to enter the date and time that you want to run the report It then generates it at the selected date and time Database updates The TBS contains a set of functions to assist you in managing your system s databases Proper management of data ensures that your reports contain timely and accurate information If the TBS databases contain outdated information for example the Employee Database contains employees who are no longer with the company then the reports are inaccurate You should therefore regularly update your databases Optivity Telephony Manager System Administration Page 120 of 312 Telecom Billing System 553 3001 331 As well itis important to make backup copies of the main TBS database files for recovery purposes This way if your PC loses data for example in case of hardware or disk failure you can recover the lost data Note You must decide on the frequency of the backup and archive procedures Base this frequency on the size of your data records and your system capacity As a rule you should back up your data once a month The following is a list of the databases that you should update on a regular basis Employee Database weekly The Employee Database controls the distribution of costs to the different cost centers within your company It is extremely important to have each extension s charges allocated
265. tation The Alarm Definitions function is used to define the alarm criteria The Alarm Setup function is used to define the alarm parameters used by the Alarm Definitions These parameters are global and can therefore be used by any alarm definitions This includes such information as audible alarm time outs and inactivity alarm monitoring Optivity Telephony Manager System Administration Page 204 of 312 Call Tracking The Alarm Log displays a listing of all of the alarm calls that have been logged using the Log File alarm mode This displays the last 200 call records that signaled the alarms having the Log File mode turned on Each alarm definition accompanies the call record that it signaled In this way you can scan through the call records based on specific alarm definitions The following is a list of the functions and commands in this menu Definition Setup Log Display menu The Display menu contains functions used to manipulate the graphical display windows in the Call Tracking main window As well it lists the names of the graphical displays allowing you to select them by name The following is a summary of the graphical display commands Display Detail Digits Auto Save Positions Arrange Icons All Icons Tile Refresh System Times Recent Call History Current Call Info Custom Speedometer Calls by Duration Call Origin In Out Tand Int Ring Time 553 3001 331 Standard 3 00 August 2005 Call Tracking
266. tem for example Site Acme Company System Head Office Once you open the site and system the following window shown in Figure 31 appears Figure 31 OTM Navigator Gt OTM Navigator File View Maintenance Configuration Security Utilities Window Help S x amp l ra alle Elex Gatekeeper Zones 9 Services EY Sites 5 Sample Site Sample Meridian 1 El Sample Site Sample Meridian 1 System Window OE x File View Maintenance Configuration Security Utilities Window Help s 212 miel ew EB Sample Meridian 1 B 2 Telemanagement i amp Telecom Billing System E LDAP Synchronization For Help press F1 For Help press F1 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 133 of 312 From the selected site and system in the OTM Navigator click Telemanagement and then click TBS This accesses the TBS application main window as shown in Figure 32 from which you can set up the communications parameters telephone configuration and rate tables for initial use You must also test the data collection and run reports to see if the data was collected and costed properly Figure 32 TBS main window d Main Node Telecom Billing System GB File Edit View Tools Options Help BEES Collection Costing Transmission Status Data Message Data Script Engine launched Communication parameters sent to the Data Script Engine The Collection task is ru
267. temational Local National Extension Directio Incoming Incoming Outgoing Outgoing Outgoing Outgoing Outgoing Outgoing Outgoing Outgoing Outgoing Outgoing Outgoing Outgoing Outgoing Outgoing Outgoing Total of Calls 191 Digits Dialed Location Date 905 827 2222 10 14 2002 416 364 9999 10 14 2002 416 7772222 10 14 2002 011 33164767777 FRANCE INT 10 42002 1 905 563 4444 BEAMSVILLE ON CAN 10 142002 829 8888 10 14 2002 1 402 894 3353 OMAHA NE USA 10442002 1 800 769 5555 10 14 2002 0 10 14 2002 011 35391733333 IRELAND INT 10 14 2002 1 615 344 6666 NASHVILLE TN USA 10442002 1 403 201 0000 CALGARY AB CAN 10 142002 011 35391733333 IRELAND INT 10 15 2002 011 441714400000 UNITED KNGDM INT 10 15 2002 1 306 825 5555 LOYDMINSTR SK CAN 10 15 2002 1 408 565 7777 SAN JOSE W CA USA 10452002 416 7772222 10 15 2002 Exception Chronological Report Summary INCOMING OUTGOING Gals Duration Cost Calls Duration 86 8 29 29 0 00 12 1 51 42 0 0 00 0 00 8 15 32 0 0 00 0 00 46 43747 0 0 00 0 00 39 9 54 16 86 8 29 29 0 00 105 16 39 17 Total Minutes 1508 77 Optivity Telephony Manager Time 10 12 10 55 11 36 11 44 12 04 12 42 12 16 14 19 15 11 15 13 15 34 1711 9 06 9 44 13 09 14 40 16 27 Cost 0 75 3 89 0 00 59 41 64 05 Sample Site Sample System Exception Chronological Report Duration 2 16 5 30 6 46 1 36 7 30 0 52 30 42 0 36 2 02 0 06 10 42 1 44 4 42 1 58 15 32 2 48 0 06
268. ter your local and alternate currencies Alternate Currency This read only field displays the name of the currently selected alternate currency This is the alternate currency that is used on all reports generated by CCCR If no alternate currency is selected or the alternate currency has been disabled then this field is blank Configure Click Configure to define the local and alternate currencies used for CCCR This accesses the OTM Navigator s Currency Configuration dialog box in which you can enter your local and alternate currencies Currency Exchange Rates This table contains the different currencies and exchange rates used across your consolidated systems In this table enter the names of the different currencies used in your systems as well as the current multiplier used to convert each currency from the local currency to that selected currency By default this table contains only one Local Currency entry with an exchange rate of 1 Getting started This section describes how to access CCCR and set it up for initial use Use the following instructions to be able to configure this application to synchronize the corporate databases from the OTM systems and generate your consolidated reports Note that the CCCR application is accessible only from the OTM Server and not from OTM Clients Before using CCCR install and configure it as part of the OTM system Refer to Optivity Telephony Manager Installation and Configuration Opt
269. the Connection Type drop down list box select Direct In the Port Settings boxes enter the communications parameters required to connect to your Property Management System For example enter the following settings e Port com2 e Baud Rate 9600 e Data Bits 8 Parity None e Stop Bits 1 4 Click Record Format command button from the Transmission tab and then enter the fields you want to include in the call records that are posted 5 Click the ellipsis next to the Record Filter drop down list box to select the filters for the call records being posted For this example you only post call records that have extensions 100 to 999 These extensions represent the guest rooms and suites in your hotel 553 3001 331 Standard 3 00 August 2005 From the Filters dialog box that appears click Add Telecom Billing System Page 161 of 312 From the Filter dialog box click Extension Trunk tab Enter the filters in Table 3 on page 162 to post only the call records for extensions 100 to 999 Note that the first line represents outgoing calls from this range of extensions The second line represents all incoming calls to this range of extensions Table 3Trunks and extensions filters Originating Terminating ID Type Low High ID Type Low High Show Cost Extension 100 999 Both Extension 100 999 Both filter range 10 In the Filter Name box enter the name for this filter For this example enter
270. the digits dialed the external parties name will be displayed in the comments field If a match between the digits dialed and an external parties phone number does not exist the comment field will contain the call type Figure 65 Authorization Code Detail report 553 3001 331 Standard 3 00 August 2005 Sample Site Sample Meridian 1 Authorization Code Detail Report Printed 1445 Aug 23 2004 President Bill Organizational Position MyCompany Extension Direction Digits Dialed Location Date Time Duration Cost Route Comment 7000 Outgoing 91 905 563 4444 BEAMSVILLE ON CAN 1402002 1204 7 30 035 DDD National 7000 Incoming 4085653333 1612002 1347 0 10 000 DDD 7000 Outgoing 91408 5657777 SAN JOSE W CA USA 0112002 1521 0 28 005 DDD National 7000 Incoming 4085653333 03412002 1347 35 08 000 DDD 7000 Incoming 4085653333 02412002 1435 11 30 000 DDD 7000 Outgoing 91408 5653333 SAN JOSE W Ch USA 16112002 1355 4 32 435 DDD National Extemal Party 7000 Outyoing 91905 850 6666 WOODBRIDGE ON CAN 12412002 1316 7 26 074 DDD National 7000 Outgoing 91408 565 1111 SAN JOSE W Ch USA 21102002 1330 13 40 137 DDD National 7000 Outgoing 9821 3333 2102002 840 5 36 000 DDD Local 7000 Incoming 4085652233 20102002 1332 12618 000 DDD President Bill Summary INCOMNG OUT GOING TOTALS Cost Field Cal Duralon Cost Cals Duraion Ost Cals Duration AvgDur Cost Avg Cost All Calls 4 2 14 06 0 00 6 1 18 12 126 10 33218 21
271. this service Service Definition tab In this tab enter the general information for this service definition This includes the range of trunks using this service as well as its billing parameters Standard 3 00 August 2005 Telecom Billing System Page 155 of 312 To enter the service definition Perform the following steps 1 Inthe Name box enter Main Trunk Group over the New Service text Notice that the tree menu option changes to reflect what you just typed 2 Leave the Termination option Public Switch Network and the Billing Parameters fields in their defaults 3 Inthe Trunk Numbers table enter the trunk range for this trunk group in your CS 1000 or Meridian 1 system In the Low Range and High Range fields enter the trunk range up to 7 digits in the format R R RMMM where R R R represents the trunk route number and MMM represents the trunk member number The digits RMMM are required The leading digits R R are optional if they are 0 In this example the trunk route is 2 and the trunk member numbers are 001 to 046 Therefore for this example enter the following e Total Number of Equipped Trunks 1 e Line Description CO Trunks Low Range 2001 High Range 2046 Fixed Costs tab If your system requires fixed costs for these trunk groups then enter them in the Fixed Costs tab You can enter fixed costs per minute per call per meter pulse or per month As well you can define th
272. tifies the physical or virtual locations of calls so that the TBS can apply the appropriate usage costs to them based on their distance or codes Periodically location designations change for example new area codes are added to the North American V amp H grid You must therefore remember to update your defined location books on a regular basis You can obtain the latest location books from your dealer Rate Tables quarterly The Rate Tables provide the TBS with the required rates and coverage areas used to identify how the calls to different locations are costed This way the TBS knows which calls are costed with which rates Similar to the Location Books Rate Tables must be updated on a regular basis due to changes in tariffs You must therefore update your rate tables on a regular basis You can obtain the latest rate tables from your dealer as they are updated Call Database maintenance monthly 553 3001 331 The Call Database contains all of the call records CDR that you have collected from your CS 1000 or Meridian 1 system and optionally costed using the Telephone Configuration Database As the TBS collects call records from the system the Call Database file continues to grow in size and take up more space on your PC s disk drive Therefore periodically remove any old or unwanted call records from the Call Database to make room for the new call records This prevents the Call Database from taking up too much disk space o
273. to the appropriate organizational level Update this directory as often as necessary depending on the frequency of changes made to the employee records As a rule you should update it weekly To avoid any problems follow these steps during your Employee Database updates Print the Employee Directory Report 2 Access the Reporting dialog box by clicking File gt Reports from the TBS main window 3 From the Reporting dialog box click TBS Reports Directory Information Employee Directory 4 Select Printer as the Output Type and then click Go to print this report 5 On the hard copy printout of this report enter the changes that have occurred over the past week for example New department Staff moving to another department New extensions and so on Standard 3 00 August 2005 Telecom Billing System Page 121 of 312 6 Enter the new changes into this database using the Employee editor Access the Employee editor by clicking Edit gt Employees from the TBS main window 7 Print the Employee Database Report again and verify your changes Save this hard copy printout to track changes over a long time frame without having to repeatedly access the system External Parties and Roles Projects Databases weekly Similar to the Employee Database these databases contain valuable information that is used to generate accurate reports To avoid errors or out of date records print the External Parties and the Roles Projects reports
274. tored a Records to be Collected ccess Codes Yes Leap Year Selection Port Config PBE Modem 1200 8 N 1200 8 N Minimum Duration Incoming Calls Yes Minimum Digits CDR Collection Yes Image Collection Meter Pulse Detection No Hulti Tenant Detection Tandem Conversion Option Internal Calls Ext Ext Last Scan Error Position Alarm Threshold Fort Reset Timer Idle PEE Alarm Threshold Logical Error Count Alarm Enabled Buffer Memory Size I O Interrupt Status Site Name Site Primary Alarm Phone Mo Secondary Alarm Phone Mo MK 5 To change the baud rate for the modem port on the MDR 2000 ISD to 9600 type SE BA Enter 9600 Enter This responds as SE Set Options BA Baud PBX PBX default 9600 The first Enter in this line selects the default baud rate for the PBX port on the MDR 2000 ISD 6 To quit and exit from this interface Enter Q quit Note If you are changing the baud rate for the modem ensure that the modem answers at the desired speed first For example if you are using the Windows HyperTerminal program to access the modem it prompts Connect 9600 when you are connected 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 83 of 312 Note Once you have completed accessing the MDR 2000 ISD remember to exit from it by typing Q quit If your communications session is interrupted for example by a disconnected line or a power failure then y
275. tory so you can select the appropriate rate table files when you are defining your carrier pricing templates Optivity Telephony Manager System Administration Page 84 of 312 Telecom Billing System Step 4 Run TBS so it can be configured If OTM is not already running click OTM Navigator from the StartUp program group In the OTM Navigator open a predefined site and system for example Site Acme Company System Head Office Once you open the site and system the window shown in Figure 18 appears Figure 18 OTM Navigator GH OTM Navigator 5 xl File View Maintenance Configuration Security Utilities Window Help ujj ss amp lrs x S amp g Elex Sites Gatekeeper Zones I Services EN Sites Ey Sample Site Sample Meridian 1 El Sample Site Sample Meridian 1 System Window Of x File View Maintenance Configuration Security Utilities Window Help B Sample Meridian 1 EHE Telemanagement ff Telecom Billing System LDAP Synchronization For Help press F1 For Help press F1 From the selected site and system in the OTM Navigator click Telemanagement and then click TBS This accesses the TBS application main window as shown in Figure 19 on page 86 from which you can set up the communications parameters telephone configuration and rate tables for initial use You must also test the data collection and run reports to see if the data was collected and costed properly When you first ru
276. ts on page 249 For more information about the DBA application refer to the Data Buffering and Access section in the Common Services chapter of Optivity Telephony Manager System Administration 553 3001 330 Where required buffer units can connect to each system through its RS 232 port and connect to the PC using a supported modem Nortel recommends that the buffer unit contain battery backup power in the event of a power failure Refer to the buffer unit s reference documentation for more information Note Nortel recommends that you use either the DBA application or a buffer unit for CDR data collection If you use one of these devices the CDR data is collected and securely stored for later retrieval by the TBS Although the DBA or buffer units are not required to properly use the TBS these options are recommended to securely store the CDR data If you choose to collect the CDR data directly to the PC without the use of the DBA or buffer unit then you may lose data if the PC is accidentally rebooted or shut down 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 39 of 312 The TBS allows you to collect data from multiple buffer units into one system This way you can integrate data from multiple sites into a single system Using TBS This section contains an overview of the TBS functions and databases It briefly describes their function and purpose For complete details on each of these f
277. ts all the extensions that are entered in the Telephone Configuration that have no call activity as well as all the extensions that have call activity but have not been entered in the Telephone Configuration Optivity Telephony Manager System Administration Page 298 of 312 Appendix B Sample reports Trunk Diagnostic Report The Trunk Diagnostic report see Figure 93 lists all the trunks that are entered in the Telephone Configuration that have no call activity as well as all of the trunks that have call activity but have not been entered in the Telephone Configurations Figure 93 Trunk Diagnostic Ix Ele EX Yew Favokes Took Hep Switchl Dallas Trunk Diagnostic Report 12 13 19 242 DDD 1001 1017 1006 1007 1010 1011 1013 1014 1016 1017 553 3001 331 Standard 3 00 August 2005 Page 299 of 312 Glossary The following glossary provides a listing of commonly used telecommunications and computer terms Many of these terms are used throughout the text without definition and are therefore offered here Access Code The number dialed to connect the user with an outgoing trunk group for example 9 for local calls Account Code An optional series of dialed digits used for internal corporate purposes of identifying a customer or client These codes are used for client billing or tracking purposes AIOD SMDR Automatic Identification of Outward Dialing or Station Message Detail Recording Suggests a
278. uest Rooms perform the following steps 1 Click Guest Rooms from the Surcharging profile Room Group Surcharge Click Members tab and then click the Organizational Unit drop down list box Select Rooms International Downtown Property Guest Rooms Since there are no sub units to this node that require additional surcharges you can turn off the Include Sub units check box Click Surcharges tab For this example you assign a surcharge of 1 00 to all local outgoing and incoming calls You also add a surcharge of 2 00 to all national outgoing and incoming calls Click the first line and enter the following information e Rule Name Local Calls e Call Type Local e Cost Call 1 00 e Transmit Call Enabled Click the second line and enter the following information Rule Name National Calls Call Type National e Cost Call 2 00 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 151 of 312 e Transmit Call Enabled 6 Leave the remaining fields in each line at their defaults This completes the steps for defining surcharges for Guest Rooms Define surcharges for Suites To define the surcharges for the surcharge group Suites perform the following steps 1 Click Suites from the Surcharging profile Room Group Surcharge 2 Click Members tab and then click the Organizational Unit drop down list box Select Rooms International Downtown Property Suites Since there are no sub units to this node that
279. unctions and their operation refer to the online Help included with the software Interface The TBS s main window is the main interface for editing the databases collecting data and generating reports See Figure 1 Figure1 TBS Main Node Telecom Billing System GB n x File Edit View Tools Options Help Collection Costing Transmission Status Data Severity Message Info Data Script Engine launched Less a Info Communication parameters sent to the Data Script Engine a Info The Collection task is running amp Waming THIS IS A SAMPLE SCRIPT WITH 12 SAMPLE RECORDS REPEA a Info Starting SAMPLE data collection script a Info 4 stop Collection request has been sent by the user The Data Scrip 3 Closing SAMPLE data collection script Data Records Task Status Start End Errors Severity Alam Message Collection User Terminated 10 15 99 10 0 A Warming THIS IS A SAMPLE SCRIPT WITE Costing Not Running 0 Transmission Not Running 0 The following sections provide a brief outline of the TBS commands databases and panes Optivity Telephony Manager System Administration Page 40 of 312 Telecom Billing System Panes The TBS displays its activities in the following panes System Tasks pane The System Tasks pane shown in Figure 2 displays information about the data collection costing and data transmission functions Each tab in this pane displays the data being processed as
280. unit SEB SCR CDR data collection script for SEB Il buffer unit PARSESL1 SCR Functional script used by SEB SCR script file SEBNEWX SCR New format CDR data collection script for SEB II buffer unit supports X11 Release 23 NEWCDRX SCR Functional script used by SEBNEWX SCR script file CDR data collection modem scripts The following script files are supporting function scripts used by all CDR data collection scripts for Call Tracking The appropriate script is automatically used when you select Hayes or Custom as the format for the modem for CDR data collection from the OTM Site Configuration application If you enter custom modem information when setting up a site then the custom modem script file is updated with the appropriate parameters HAYES SCR Functional script used by all CDR data collection scripts in Call Tracking for connection with Hayes compatible modems CUSTOM SCR Functional script used by all CDR data collection scripts in Call Tracking for connection with customized modems updated with correct parameters Script usage table Table 7 lists the types of scripts that are selected for different scenarios for Call Tracking These represent the main scripts that can be selected to suit a 553 3001 331 Standard 3 00 August 2005 Appendix A Scripts Page 255 of 312 particular scenario All other scripts are automatically selected depending on these script selections Table 7Script usage table
281. units Based on your configuration you may need to collect the CDR data from a buffer unit in a specific format and share it between different applications For this setup assume that the TBS is collecting CDR data from the MDR 2000 ISD This section describes how to connect the MDR 2000 ISD to the system and the PC via a modem connection This provides you with an 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 77 of 312 example by which you can learn how to set up the other OTM supported buffer units Since other buffer units have different connection and communications requirements you should refer to their documentation for more details on setting them up Security precautions for MDR 2000 ISD The MDR 2000 ISD is a precision electronic product Remember to review all of the documentation included with the MDR 2000 ISD before attempting to install and use it Failure to observe the precautions and guidelines outlined in the documentation may lead to product failure damage and invalidation of all warranties Before handling the MDR 2000 ISD take all proper electrostatic discharge ESD precautions including personnel and equipment grounding Do not rest the MDR 2000 ISD on the power cord A damaged power cord can cause fires or electrical shocks e Do not use the MDR 2000 ISD in damp dusty or dirty places e Store spare components in proper antistatic material e Make sure equipment is turned off
282. ur reports e The Report Engine prints professional looking reports using TrueType fonts and customizable report logos Optivity Telephony Manager Telemanagement Applications Page 240 of 312 Consolidated Reporting System CRS Using CRS This section contains a brief overview of the CRS s main window interface For complete details on each of the functions within the main window refer to the online Help Interface The CRS s main window is the interface for generating consolidated reports In the main window you can e Select a report e Define filters and sorts optional e Define an output method e Schedule or execute a report By simply clicking on the desired report in the Tree View and defining report settings you can generate reports easily and quickly For a sample of the CRS main window see Figure 56 on page 242 The main window has the following menu commands e File e Help File menu The File menu contains the Print Schedule and Exit commands To access these functions click File from the main window and then select the desired command Print Click Print command to immediately launch your report 553 3001 331 Standard 3 00 August 2005 Consolidated Reporting System CRS Page 241 of 312 Schedule Click Schedule command to define a time and date when you want to launch the report Exit Click Exit command to exit from the CRS program Help menu The Help menu offers commands which provid
283. ure 21 is a sample Telephone Configuration Editor When you access this function for the first time it appears with blank menu options in the Telephone Configuration navigation tree Figure 21 Telephone Configuration editor Fa Main Node Telephone Configuration ml x E Ele Edit view Help laxi E Telephone Configuration E New Configuration E New Node New Trunk Group E Call Digit Translation New Digit Translation Table E Carrier Pricing Template Sample Rates Sample Carrier Pricing Template E Surcharging Sample Surcharging Administration Guest Residence Suites Call Type Cost Field Form view Review the LTM report from the system to identify the call types for reporting For example you can set up the call types CO DID 800 and TIE With this information you can set up columns of costing details or cost summaries for these call types Optivity Telephony Manager System Administration Page 92 of 312 Telecom Billing System 553 3001 331 Update Call Type Definitions The Call Type Definition function contains a list of the types of calls that may be used by your organization for example International Local and so on You select these call types when you define the dialing patterns of your organization in the Carrier Pricing Template Select these predefined call types when entering your costing and reporting options The Call Type Definition function lists a set of default call types which
284. use a buffer unit to store CDR data Collections can be scheduled to occur automatically every day or they can be manually invoked each day If you are not using a buffer unit a dedicated PC COM port continuously collects the CDR data as they are output from the system e Review the data collection Status pane daily to ensure that your scheduled collection was successful As the TBS collects call records it displays them in the data collection Data tab 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 125 of 312 Ongoing tasks recommended weekly If you are not using the Station Administration application you must perform your Employee Database updates manually Update External Parties and Roles Projects Databases These databases assign the names of external parties or roles and projects to the digits dialed The reports can then include both the dialed number and these names If you use these databases they should be updated periodically Perform database backups It is important to maintain backup files of your databases on external devices or media for security purposes Monthly tasks Run your monthly reports Select your reporting filters to ensure that you are reporting on the correct subset of the collected data Typically this includes setting the date for your reporting period Archive or purge your Call Database data Remove any old or unwanted call records from the Call Database to make room fo
285. ut Type drop down list box select Printer From the Configuration drop down list box select Telephone Configuration Head Office This represents the telephone configuration you just defined Click Go to print the report If either of these reports appears inaccurate then review your input and make any necessary adjustments to your telephone configuration Update databases For your call records to accurately link to the proper employees and their extensions as well as to your company s customers and projects you should update the following databases with the latest employee and customer information Employee Database This database contains a list of employees linked to specific telephones and their associated display names on the system When a call record is generated it must be associated with a specific telephone The Employee Database contains this information as well as the organizational hierarchy level to which this telephone belongs If you have installed the OTM Station Administration application then this is populated from the Station Database Refer to Optivity Telephony Manager System Administration 553 3001 330 for more information on editing this database Optivity Telephony Manager System Administration Page 114 of 312 Telecom Billing System External Parties Database This database contains information about individuals or companies with whom you have regular contact Roles Projects Database This database
286. verage time and maximum ring times for the unanswered calls and the number of answered calls and average and maximum ring times for the answered calls Clicking on the hyperlinked Time Period provides a list of detailed calls for that time period Ring Time by Extension Report The Ring Time by Extension Report lists each extension that received calls within the Time Period selected from the previously displayed Ring Time Report by Time Period Hold Time by Time of Day report The Hold Time by Time of Day report summarizes calls within each half hour time period of the day and displays the total number of answered calls the number of calls placed on hold the total duration time for these calls the average hold time and the maximum hold time The time is in seconds and overall totals average and maximum are provided Clicking on the hyperlinked Time Period will provide a detailed listing of the calls made during that time period See next report example Optivity Telephony Manager System Administration Page 296 of 312 Appendix B Sample reports Hold Time by Extension report The Hold Time by Extension report see Figure 91 is accessed by clicking on the hyperlinked Time Period from the previous report All time is in seconds Overall totals hold time average and hold time maximum are provided Figure 91 Hold Time by Extension F Hold Time by Extension Report Microsoft Internet Explorer xj Ble Edt yew Favorkes Took Helo
287. vice for the report as well as its filters and sorting definitions These options appear in the Profile section right side of the Reporting dialog box shown in Figure 5 Output Type The Output Type drop down list box contains a list of output formats for the selected report You can select from the following options Screen This option displays the report on the screen Optivity Telephony Manager System Administration Page 44 of 312 Telecom Billing System Printer This option prints the report to the Windows configured printer Rich Text Format This option exports the report to a file in rich text format RTF Its filename is the name you entered in the File Name box as extension RTF HTML Format This option exports the report to a file in hypertext markup language format HTML Its filename is the name you entered in the File Name box as extension HTM Snapshot Format This option exports the report to a file in Microsoft Snapshot format Its filename is the name you entered in the File Name box as extension SNP To open the file in Snapshot format you must have the Snapshot Viewer installed on your PC File Name When outputting a report to a format other than a printer or screen the Report Generator requires that you specify its filename and destination This way it can save the report to a file in that selected format In the File Name box enter the name of the file to which the report will be exported Also select t
288. within your hotel It provides you with a flexible means of structuring these levels for example properties towers guest rooms suites and so on The following example demonstrates how to add the hotel s property in Dallas Downtown Property as an organizational level to the Organizational Hierarchy Database It also demonstrates how to add Guest Rooms and Suites as sublevels to the Downtown Property level Once you have defined these levels you can then enter their corresponding room numbers and details in the Employee Database Optivity Telephony Manager System Administration Page 138 of 312 Telecom Billing System Add Downtown Property to Rooms International To add the level Downtown Property to the Rooms International System perform the following steps 1 Access the Organizational Hierarchy Database editor by clicking Edit gt Organizational Hierarchy from the TBS main window The Organizational Hierarchy Editor dialog box appears with a set of default levels Click Organizations tab The Organizations navigation tree appears with the following top level default value ORG Change this default title by right clicking the ORG node From the pop up window that appears click Rename and type Rooms International Add a new division to this node by right clicking the newly named Rooms International node From the pop up menu that appears click Add New Division A new node appears with the default value New Divis
289. x enter the telephone number for this location For example enter 214 555 1111 From the Location Book drop down list box select VHDATA Location Book Since this is the main node leave the Time Zone Adjustment box at default value 0 Since this is the main node leave the Currency Exchange box at its default value 1 Leave the Main Node check box turned on Only one node can have this checked If the rates defined for this node require additional taxes then select them from the Tax Information drop down lists You must have defined these taxes in the Taxes editor 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 103 of 312 Figure 27 Telephone Configuration Node editor Ku Main Node Telephone Configuration Ol x B File Edit view Help la x El Telephone Configuration El Telephone Configuration Head Office CoE Node Name Manno Call Digit Translation Sample CDT Node Location D alas Texas Carrier Pricing Template Main Phone Number 214 555 1111 Surcharging Call Type Location Book VHDATA Location Book E Cost Field Time Zone Adjustment Currency Exchange fi v Main Node m Tax Information Percentage Tal zu mE pM pns UI npI Gn This completes the steps for defining the Main Node The next step is to create the service definitions for this node That is you must enter the costing parameters for the different trunk groups in this nod
290. y appear in this list they are not actually part of the consolidated database You must select each system and assign it to the consolidated server database Perform the following steps to assign your systems to the consolidated server database 1 Access the Consolidated Server list and expand the server node labeled Local Host See Figure 46 on page 185 This displays all of the sites and systems that you have defined in OTM Only the systems that contain the TBS application appear in this list By default each system is disabled for consolidated identified by a gray icon 2 Click the name of the system that you want to enable for consolidation for example New York The System Properties fields for this system appears Click Enabled check box Select a costing configuration from the Costing Configuration drop down list box If you have defined a single costing configuration for this system then this drop down list box defaults to that defined configuration If you have defined multiple configurations then this drop down list box defaults to None You must therefore select from the list of defined configurations for example Sample Configuration 5 Select a sample currency from the Currency drop down list box Click Apply to assign this system to the Consolidated server database This enabled system is identified by a yellow icon 6 Repeat the above steps for each system that you want to enable for the consolidated serv
291. y the reports as part of the TBS The TBS allows you to edit this graphic or even replace it with another graphic by simply editing a bitmap BMP file You can replace this graphic with another more descriptive design such as your company logo to suit your own needs For example you can include your company logo on your TBS reports to provide you with professional looking reports that are customized for your organization Caution Be careful when editing this graphic file If the file is too large it may cause errors with the generated reports To ensure that the original graphic file is secure you should make a backup copy of it To do so copy the file Logo bmp from the site system directory to another directory or simply rename it for example Backup Logo bmp Perform the following steps to create a custom graphic or logo for your reports 1 Use a graphics program such as MS Paint to create a bitmap with the following dimensions 3 73 W by 0 86 H 2 Insert or create the new graphic for example your company logo in the bitmap file 3 Save this file as Logo bmp to the drive and directory for your site and system for example C Nortel Common Data Sample Site Sample System Logo bmp To help you to use the correct dimensions for your logo you can make a copy of the original graphic file Logo bmp and use it as a template for your own graphic Simply open the file Logo bmp and insert the new graphic in the file
292. your bill with an appropriate name For example enter Office Furniture In the Identify Bill Party by box enter how the billing information for this bill type is associated to the correct billing party in your organization For example you can use an employee s extension Optivity Telephony Manager System Administration Page 228 of 312 General Cost Allocation System GCAS number to assign office furniture charges to the employee or you can use a calling card to assign calling card charges to the employee 5 To select an existing value or to add a new one click the ellipsis button The Billing Key Information dialog box appears 6 The left pane displays the Lookup Keys that are used to allocate the bill type charges to the appropriate bill party in your organization If a Lookup Key is not defined click Define New Bill Party Lookup In the Identify Bill Party by box enter your Lookup Key name 7 The display mask denotes the format used when entering values relevant to a particular bill type The display mask characters can be numeric identifying the format of the Lookup Key Refer to the following tables for examples of mask properties and definitions You can enter up to 50 characters in this field Once the new Lookup Key properties have been defined click Apply to save the new Lookup Key into the system 8 For this example you assign the office furniture to each employee using their extension numbers From the li
293. your filters sorts and output method you can generate your report To generate your report click File gt Print or click the Printer icon on the toolbar 553 3001 331 Standard 3 00 August 2005 Consolidated Reporting System CRS Page 247 of 312 Schedule report If you want to launch a report to run at a specific date and time click File gt Schedule or click the Schedule icon on the toolbar Generating an Entity Summary Report The method of generating an Entity Summary Report is basically the same as generating an Entity Detail Report Simply select the desired report and follow the same instructions detailed under the section Generating an Entity Detail Report Generating an Organizational Roll up Report The method of generating an Organizational Roll up Report is basically the same as generating an Entity Detail Report The only difference is that you select the Organizational Roll Up Report folder in the navigator tree view which allows you to choose from a list of report types based on your organizational structure Simply select the desired report and follow the same instructions detailed under the section Generating an Entity Detail Report Optivity Telephony Manager System Administration Page 248 of 312 Consolidated Reporting System CRS 553 3001 331 Standard 3 00 August 2005 Page 249 of 312 Appendix A Scripts Telecom Billing System TBS scripts The following script files are used by the
294. ystem To cost call records for a system perform the following steps 1 Access the TBS for the selected system and then click Tools gt Costing Start from its main window 2 From the Start Costing dialog box choose either Batch or Real Time mode and then click Start e Select Batch to perform a one time costing of all non costed call records e Select Real Time to continuously cost all non costed call records During this process the TBS creates a costed Call Database containing the calculated costs The status of each costing procedure is tracked in the Costing tab of the System Tasks pane As well all activity completed by the TBS is recorded in the Event Log Viewer for diagnostics and troubleshooting Review this information while costing the call records to ensure that the system is costing properly Once you have costed the call records you are ready to generate reports based on this information Report generation monthly The TBS reports provide information on the details of the call records that were collected from the CS 1000 or Meridian 1 system They also include information on your system databases and configurations Once you have collected the call records from the system you should then generate your detail and summary reports to display their information To access the Reporting function click File Reports from the TBS main window Perform the following steps to generate a report Step 1 Select repo
295. ystem performance Import The Import function is used to import data records from an external source to this system and convert them to a format compatible with the TBS databases This function is useful for quickly updating the TBS databases with data from another application Export The Export function is used to export data from the TBS databases to an external source Reports The TBS reports provide you with thorough and detailed information about your telephone system These reports detail and summarize your telephone 553 3001 331 Standard 3 00 August 2005 Telecom Billing System Page 43 of 312 system s usage assign costs to the appropriate cost centers and display information on your system s organizational databases As well they provide statistics on your system to help assess the effectiveness of your telephone services Figure 5 Reporting dialog box r Profile Telecom Billing System Reports EM Cost Analysis utput Type C3 Directory Information Screen z Schedule E Frequency t 3 Surcharge File Name Cancel E Utility Tools E Traffic Reports Help E Trunk Group Utilization Graphs F Send File Using E Mail 3 Trunk Usage 53 pe E Custom Reports Filter iNone pu Sort iNone mw Configuration Telephone Configuration Main Description Reporting options The following options are used to select the output de

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