PortaBilling: User Manual
Contents
1. Menu gt o Browse Default ofeidefautau O O o oe Event Action Destination Play Before Action File NotActive Defaut wll eo J Browse 1 Transfer g ft2s eo FO Biase 2 Transfer to 164 num g 18661234567 Dp e Browse 3 mem Roo il WM o cimain menuan Browse 4 Deft ol Th e Browse 5 a O g DOSER Browse e ne C M J ier ROOT PPC je P iese 8 Default x T T Browse 9 deat gr J T Browse beast gr g Browse 0 oeat off r e Brose ofat HASS TT g rr oe Timeout befaut A r g Brose Fax ofat AU Ma i oe The fields of the Menu Edit screen are explained below Name A logical name for the menu i e Sales for a sales department Active Time definition for when the current menu is active To set the menu as always active select the Always button on the right PortaUM also provides users with a Period Wizard a flexible tool for defining a time period of any complexity Period Definition Wizard Via a series of screens the user may select a time interval day of the week day of the month and month multiple selections are allowed c 2001 2006 PortaOne Inc All rights Reserved www portaone com 30 Portal UM Setting up and Using UM Services The following example shows how to create a period starting at 6 pm every day and lasting until 6 am the next morning Another interval is used on weekends We will also include som2. o Starts the outgoing call to 12027810003 o When the call is established it starts the timer and will disconnect the call if the maximum call duration is exceeded o The gateway is configured so that it knows that calls to 1202781 numbers should be sent to the PortaSIP server Thus it sends an INVITE to the PortaSIP 4 e PortaSIP receives the INVITE but without authorization information Thus the PortaSIP server performs authentication based on the IP address 5 6 Since this call comes from a trusted node 1 e gateway GW NY 01 it is authorized e The SIP server checks its registration database but it appears that this account is not online at the moment If A has Unified Messaging services enabled the call will be redirected to the voicemail system and C can leave a message for him 9 The same thing would happen if A were online but did not answer his phone 7 8 c 2001 2006 PortaOne I nc All rights Reserved www portaone com 1 0 Porta UM System Concepts Supported services Leaving voice messages for a PortaUM user PortaUM gives your SIP customers an automatic answering machine whenever they are not online or do not answer within a certain configurable time period This service works when a call comes from PSTN as well as when it comes from another SIP customer See the Call Process section above for detailed call flow descriptions Sending faxes to a PortaUM user In addition to voice message
3. Click lel Save to save this accessibility entry Click Close to return to the Product Management page 8 Repeat steps 2 7 to modify accessibility for all products which will include UM services gt Create an UM vendor In order to route UM calls properly and also to track statistics for such calls it is advisable to create a special vendor and not mix it with any real vendots Or if you already have a vendor which represents your company for example for termination of SIP to SIP calls then skip to Define Connections 1 Inthe Management section of the admin interface choose Vendors 2 On the Vendor Management page choose 3 Add He Add Vendor gt td save tel Save close 8 close 4 objects tout Vendor Name Portaum calls s Currency USD US Dollar Opening Balance fo py Address Info Additional Info User Interface Company Name Contact Mr iMs D Phone First Name U VA Fax T Last Name n Alt Phone P Address R Alt Contact E mail BCC Send Statistics fruit Statistics x Province State Postal Cod ata Description City CountryiRe ion 3 Fillin the New Vendor form Please note that there are two tabs available on the screen The most important fields are Main form top o Vendor Name A short name for the vendor object which will be used on the web interface o Currency Enter the currency in which this vendor charges you o Open
4. 4 9 Porta 4 UM Unified Messaging SIP phone A This is another important aspect of SIP telephony Your subscribers not only want to make outgoing calls they also want other people to be able c 2001 2006 PortaOne Inc All rights Reserved www portaone com g Portal UM System Concepts to call them on their SIP phone regardless of where they are at the moment In order to allow this you will need to secure a range of phone numbers from your telecom operator and make sure that calls made to these numbers on the PSTN network are routed to your gateway via the telephony interface e User C wishes to call user A He dials A s phone number since C is in the USA he dials it in North American format Le 2027810003 e The call is routed through the telecom network to gateway GW NY 01 When the incoming call arrives on the gateway 1 it starts a special TCL application to handle this call This application does several things o Converts the phone number to E 164 format so that 2027810003 becomes 12027810003 o Performs authorization in the billing 2 i e checks whether A is allowed to receive incoming telephony calls from GW NY 01 and if you charge for incoming calls what is the maximum allowed call time based on A s current balance 3 One important point is that authorization must happen without a password check since the application does not know the valid password for the SIP account
5. Release 13 This release includes several new features and improvements e Administrator controlled mailbox size quota for PortaUM users c 2001 2006 PortaOne I nc All rights Reserved www portaone com 5 Porta UM System Concepts 1 System Concepts c 2001 2006 PortaOne Inc All rights Reserved www portaone com 6 Portal UM System Concepts PortaUM s role in your VoIP network a NT N WE Porta SIP phone Router A So g a SIP phone SoftPhone A NAT S ay ia bis Phone ATA186 Router sa Porta 4 UM Pha VS Phone z SoftPhone PortaUM Unified Messaging system is one of the key components of PortaSwitch a software based communication service and subscriber management platform that directly addresses the needs of modern communication network providers seeking new revenue streams from tools that unify voice data and fax traffic within a single network and which enable diversification of their current offer of services p N A V VB ON B gt Termination y Termination N l partner A 4 a partner B ok e S a SU N Bank Online N _ Cena payment AN processor L i Porta 4 Billing V la interface i S ee Residential IP Admin Web JA SS ANI DNIS Termination Pre paid cards to PSTN Customized VR Portal UM End User AS P Unified Messaging F i L Phone amp Web i Interface kip PSTN PSTN PortaUM handl
6. Status Delete SmartNet USD Retail 0 00000 smartnet telus net 4 Test USD Retail 0 00000 E 4 Accounts of Retail Customer SmartNet gt Gass accouecenerator close a obits toot Account ID Batch Ctrl SIP Status M pwm g pwm o l Show Accounts a a a a V E A Add Account for Retail Customer SmartNet Tid seve tal sovencose 8 cose al obees mm done Account ID 12060000001 S Product usp SIP subscribers 7 Blocked E Opening Balance fio x Account Info Subscriber Additional Info Life Cycle User Interface Type C Debit Credit Voucher CreditLimit VoIP Password fimasnage Auto E mail i Batch Jemartnet sip New batch J lt E A Add Account for Retail Customer SmartNet Account ID 12060000001 vi Product usp SIP subscribers 7 E Blocked r Opening Balance fio g Account Info Subscriber Additional Info Life Cycle User Interface Preferred Language en English x RedirectNumber UM Enabled IV IP Phone one z IP Phone Port one a Follow Me Enabled C E commerce Enabled J Discount Plan Product s default 7 Music On Hold customer s default x 2 Next to the customer name click on the amp icon the one in the Accounts column This will take you to the account management for that customer Click on Account New 4 Fill in the Add Account form gt c 2001 2006 PortaOne Inc All rights Reserved www portaone
7. and integrates the latest changes to the product You can access the latest copy of this guide at www portaone com support documentation Conventions This publication uses the following conventions Commands and keywords are given in boldface Terminal sessions console screens or system file names are displayed in fixed width font Caution indicates that the described action might result in program malfunction or data loss NOTE Notes contain helpful suggestions about or references to materials not contained in this manual Timesaver means that you can save time by performing the action described in the paragraph Tips provide information that might help you solve a problem c 2001 2006 PortaOne I nc All rights Reserved www portaone com 3 Porta iUM PortaUM Administrator Guide Hardware and software requirements A Should you decide to use a Cisco gateway for processing UM calls please note that PortaUM requires a dedicated Cisco AS 5300 5350 No Cisco gateway is required if you wish to run the IVR embedded into PortaUM Cisco requirements 128M RAM 16M flash for AS5300 32M for AS55350 E1 or T1 voice ports sufficient number of DSPs IOS 12 3 13 or the latest available from the 12 3 branch AS5300 comes with 4 or 8 T1 E1s You will not need more than 4 of them due to the DSP resource limitation for AS5300 For a T1 configuration the maximum voice resource will be 96 and for Bl 120 Client sy
8. can be sent to the user s other email address e g corporate mail server or private gmail account depending on the user s preferences c 2001 2006 PortaOne I nc All rights Reserved www portaone com 1 1 Portal UM System Concepts Managing personal PortaUM settings using a SIP phone In addition to retrieving messages your SIP customers can manage their personal PortaUM settings such as greetings from a SIP phone using the PortaUM IVR menu Managing personal PortaUM settings using a web browser Users are also able to manage their personal PortaUM settings by logging into the PortaUM web interface The advanced Java applet built into the interface allows users to record personal greetings a microphone is required Managing your current balance User of PortaUM can listen to the current state of his account by using PortaUM IVR menu There is also IVR menu that enables vouchers to be recharged to add funds to user s account c 2001 2006 PortaOne I nc All rights Reserved www portaone com 1 9 Porta UM Setting up and Using UM S 2 Setting up and Using UM Services ervices Porta 4 UM Setting up and Using UM Services Setting up UM services Initial configuration of PortaBilling Before proceeding with UM setup please perform initial system configuration according to the Setting up SIP Services chapter in the PortaSI P User Guide At this point all of your destinations tariffs products cust
9. com 9 4 Portal UM O O Setting up and Using UM Services Account ID The SIP ID te the phone number which will be used to log into the SIP server and receive incoming calls Product Choose the product which you would like your account to have Blocked You may create the account as blocked but this is rarely done with SIP service accounts Opening balance The initial balance on the account Account info tab O O Account type Select credit for postpaid and debit for prepaid service Credit limit For a credit account specify the credit limit If you leave this field empty this means there is no credit limit for this account but a customer credit limit may still apply VoIP password This password is used for SIP services as well The Account ID and this password will be used to authenticate logins to the SIP server Email Enter the account owner s email address here If he ever forgets his password for the web self care he will be able to reset it and a new passwotd will be sent to this email address You can also leave this field empty Batch A management unit for accounts The batch name is alphanumeric You can type a new name here or use an existing name in order to generate more accounts for the same batch Additional Info tab O Preferred language This is a custom attribute which is transferred to the IVR such as a debit card application Since this attribut
10. offer their subscribers the ability to process emails and manage voicemail from within a web browser or using a favorite email client The PortaUM End User Manual is available from the PortaOne website www portaone com solutions portaum PortaUM users can also access their mailbox via a telephony interface which allows them to listen to voice messages UM options for accessing the mailbox can also be configured by phone IVR Path Diagram The PortaUM mailbox can be accessed by phone by dialing 98 Below is an IVR path diagram to help users in navigating and configuring the system PortaUM Login Call your Press A during the greeting Enter your PIN number Listen to Personal Exit Voice Options Messages E nm EN Rewind FJ Normal PE Return to Administrative Greetings Return to Main Menu Options Main Menu Pause 9 Louder 5 Restart 0 or 2 E FWD Skip L Time Date Replay Time Delete Save Main Password Prompt Date Auto Extended Personal Name Date Menu Levels Time Play Absence On Off On Off Personal Greeting E DH BD EB E Rapid ai Standard 2 Extended c 2001 2006 PortaOne I nc All rights Reserved www portaone com Standard Greeting Personal Greeting Main Menu 2 Porta iUM Setting up and Using UM Services Aut
11. 06 PortaOne Inc All rights Reserved www portaone com 1 4 Porta 4 UM Setting up and Using UM Services 5 Add a destination for the PSTN UM number if you have one 6 Add Play Current Balance destination optional 7 Add a destination for Recharge Voucher optional Create nodes Now you have to enter your PortaUM server and UM gateway used as the platform for VXML as nodes PortaBilling requires some key information about your network equipment such as IP address h323 1d Radius shared secret and so on i 4 Node Management Gadd 8 close 4 obits teu to H N H323 ID IP RADIUS Client a C Yes C No all Show Nodes H H mi Hame h323 id IP Manufacturer Type RADIUS Client Delete g E 4 Add Node igh save tal savectose 9 close 4 objets toot m Node Name Portaum S Node info g m h323 id portaum my domain Manufacturer PortaOne 7 h323 password cisco Auto Type Portam x M NAS IP Address 60 12 34 56 g m N Hostname E Domain portaum my domair RADIUS Client Vv WH Nm Auth Transl Rule RADIUS Key Portaum z Auto m RADIUS Source IP 60 12 34 56 EH RADIUS Dictionary cisco IH i 4 Node Management gt Toads 8 close 4 obits tout H323 ID IP RADIUS Client C Yes CNo All Show Nodes Hame h323 id IP Manufacturer Type RADIUS Client Delete qw NY 01 gw ny 01 mydomain com 60 12 34 72 C
12. Law Attributes 8 000 Hz 8 bit Mono PortaUM uses SOX Sound eXchange a universal sound sample translator for prompts uploaded into native UM format Here is a short list of supported audio file formats Ogg Vorbis Compressed Audio Raw files no header Microsoft WAV RIFF files MP3 Connie Audio Event Table Not Active When the current menu is not active see c 2001 2006 PortaOne I nc All rights Reserved www portaone com 39 Portal UM Setting up and Using UM Services the active period definition above 0 9 User selection on telephone keypad Timeout No selection received from user Fax Fax CNG tone detected works in Cisco less PortaUM setup only Action Default Play the default prompt from the cutrent menu Transfer Transfer the call to a given telephone number or extension Transfer to E 164 number Transfer the call to a given telephone number exactly no translation rules will be applied Transfer to extension Transfer the call to a number entered by the caller from his phone Transfer to voicemail Switch to voicemail mode Menu Start interpreting executing the selected menu the user can choose from any of the available menus Play before Check this box if the corresponding prompt is to be action played before an action is performed File name and path c 2001 2006 PortaOne I nc All rights Reserved www portaone com 33
13. PORTA ONE Porta UM unified messaging Administrator Guide Maintenance Release 13 www portaone com Porta iUM PortaUM Administrator Guide Copyright notice amp disclaimers Copyright 2001 2006 PortaOne Inc All rights reserved PortaUM Administrator Guide V 1 13 1 November 2006 Please address your comments and suggestions to Sales Department PortaOne Inc Suite 400 2963 Glen Drive Coquitlam BC V3B 2P7 Canada Changes may be made periodically to the information in this publication Such changes will be incorporated in new editions of the guide The software described in this document is furnished under a license agreement and may be used or copied only in accordance with the terms thereof It is against the law to copy the software on any other medium except as specifically provided in the license agreement The licensee may make one copy of the software for backup purposes No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical photocopied recorded ot otherwise without the prior written permission of PortaOne Inc The software license and limited warranty for the accompanying products are set forth in the information packet supplied with the product and are incorporated herein by this reference If you cannot locate the software license contact your PortaOne representative for a copy All product name
14. a Leave all these parameters empty o Short Description A short tariff description enter PortaUM routing or something similar This field is mandatory o Description An extended tariff description 4 Click l Save amp Close Enter rates Modifying tariffs for SIP users First of all you should make sure that your customers are allowed to call voicemail In order to do so you should add a rate for calling the special voicemail number into the tariffs used for your SIP subscribers Mes wo Tariff Management gt E add 8 close 4 objects i togout to Type Search any x Search Hame Currency Type Description Rates Delete PortaUM USD Routing PortaUM call routing Prepaid cards USD Ordinary Prepaid user s outgoing calls SIP subscribers USD Ordinary Outgoing SIP calls Termination services USD Ordinary Call termination on our netwogk E 4 SIP subscribers tariff rates Pe Te ges el Save 8 cose S tet a8 oes Logoa E Log Effective From Destination tow x Prefix Group Country Country Interval sec Price USD min Effective From Edit Destination y M m YYYY MM DD 4 T Delete Description First Hext First Hext EEE an 98 1 1 o o immediately he be bits Jg E E 4 SIP subscribers tariff rates E add ta save 8 cose tarit 4 obiees i togot Eog Effective From Destination iow 7 Prefix G
15. a The following should be displayed From 6 00pm until 6 00am any day of any month OR Sunday and Saturday of any month OR 1 of January OR 24 26 of December If the definition is correct select Finish Intro Menu Default These three fields work similarly to the voicemail recording feature c 2001 2006 PortaOne I nc All rights Reserved www portaone com 31 Portal UM Setting up and Using UM Services S Record Select to start recording your voice prompt You will need to connect a microphone to your computer s sound card to use this feature After the existing prompt has been recorded over the Undo icon becomes available allowing rollback to the previous state The blinking P Play icon indicates that the existing prompt is being overwritten but changes have not been saved yet Stop Select this to stop recording or playback of the recorded message P Play Select this to play back the recorded prompt When selected this icon will turn into ll Pause Each of the icons above may appear in grayscale meaning it cannot be accessed because some other task is active To give your Auto Attendant a professional sound we recommend using a professional speaker and a digital recording studio when recording voice prompts To upload a prompt select the Browse button on the right side The native audio file format for the system is the following Type NeXT Sun Java file au Format G 711 u
16. and click on the Show Accounts button i 4 Customer Management Gadd 8 cise 4 objets i tg Bt Type Representative Search Direct Customers 7 any v Search CDRs Name Accounts Subcustomers Currency Type Credit limit Balance E mail Status Delete SmartNet USD Retail 0 00000 smartnet telus net Test2 USD Retail 0 00000 E 4 Accounts of Retail Customer SmartNet gt el add E Account Generator Chose 4 objects B toot Account ID Batch Ctrl SIP Status 12060000001 any any 7 Show Accounts E 4 Account Info Retail Customer SmartNet ll Save amp Close E cors 5 Ratelookup 4 Objects Logout Log Account ID i 2060000001 ci Product usD SIP subscribers Blocked O Balance FM 0 00000 USD User Agent Contagt girzg 77 Preferred Lanquage en Englisch x Redirect Number a UM Enabled Iv IP Phone one g IP Phone Port one x Follow Me Enabled E E commerce Enabled Discount Plan Product s default 7 Music On Hold customer s default 7 4 Click on the Additional Info tab 5 Click on the UM Enabled checkbox to activate UM services for this account 6 Click ml Save amp Close c 2001 2006 PortaOne Inc All rights Reserved www portaone com 96 Portal UM Setting up and Using UM Services Using UM services PortaUM allows Internet Telephony Service Providers ITSPs to
17. ategory Leave Default here o Preference Enter 10 in this field This is the highest routing priority since calls to voicemail should always be routed to the UM gateway o Huntstop Check this box since no other route for UM is used except a direct call to the UM gateway o Interval 1 Interval N Enter 1 in both fields o Price 1 Price N Enter 0 in both fields UM is our own gateway so termination costs are zero o Effective from Leave immediately in this field o The Hidden Forbidden or Discontinued flags are optional c 2001 2006 PortaOne I nc All rights Reserved www portaone com 9 Porta KA UM Setting up and Using UM Services 4 Click the lal Save button in the toolbar or the lel icon on the left side of the row 5 Click Close to return to the Tariff Management screen Modify products You already created all the necessary products for your customers when setting up SIP services Only one thing remains to be done i e ensuring that these products are allowed to use UM services If a product s accessibility includes the PortaUM server then accounts with this product are permitted to login into UM via webmail voicemail or from their email client E 4 Product Management gt E add cose 4 objects Logo tog Managed By Search any z _Search Hame Currency Managed By Description Delete Prepaid cards USD Administrator only Frepaid cards x SIP subscribers USD Administrator
18. e holidays e g January 1 and December 24 20 In the first screen select 6 pm in the From column and 6 am in the Until column Now select the Next button The two text areas on the right side of the screen provide the user with a display of the current period definition The top text area displays a verbal definition of the period From 6 00pm until 6 00am while the bottom one contains the same information in a format which can be parsed by PottaBilling hr 6pm 5am This sets up the first period in order to continue skip the following screens by pressing the Skip or Next button until the Period definition completed message is displayed Click Add to create another period definition and the wizard will return to the first screen Now for weekends by pressing the Skip or Next button go to the second screen and select Weekend or hold the lt Ctrl gt key and select Saturday and Sunday from the list Now use the Next button skipping forward until the Period definition completed message is displayed Click Add to create another period definition To include January 1st in the period definition skip to the Day of the Month screen and select 7 Now click the Next button Select January and click Next skipping forward until the Period definition completed message is displayed Follow the same steps to select the December 24 26 interval Hold the lt Ctrl gt key to select multiple entries To review your work look at the top text are
19. e is not used by PortaUM you may leave the default value English UM enabled Check if this account has nified Messaging e g voicemail services enabled Life Cycle tab O Activation date Account activation date Expiration date Account expiration date Life time Relative expiration date the account will expire on first usage date life time days If you do not want to use this feature leave the field blank User Interface tab O O Login Account login to the web self care pages This can be the same as the Account ID Password The password for the web self care pages c 2001 2006 PortaOne Inc All rights Reserved www portaone com 95 Porta E4 UM Setting up and Using UM Services o Time zone When an account owner prepaid card user accesses the web self care pages to see a list of his calls the time can be shown in the time zone most appropriate for him 5 Click al Save amp Close You will see a confirmation screen saying that a new account has been created Enabling UM services for an existing account 1 If you are not already there go to the Customers screen the one containing a list of customers It should look like the screenshot below 2 Next to the customer name click on the 22 icon the one in the Accounts Subcustomers column This will take you to the account management for that customer 3 Type the account ID in the Account ID field
20. eriod Ae Off Peak Description a H Destination Group Set z Free Seconds o Post Call Surcharge fo Login Fee pooo Connect Fee 6 Round Charged Amount xxxxx xxxxx lv Formula Oe Short Description Portaum call routing n Description Route the listen my message call to the UM gateway i 4 Tariff Management gt E ad 8 cose obees Logout Type Search Routing Search Hame Currency Type Description Rates Delete PortaUM USD Routing PortaUM call routing 1 In the Management section of the Admin Index choose Tariffs On the Tariff Management page choose H Add 3 Fill in the New Tariff form o Name A short name for the tariff object This is the name you will see later in the select menus o Type Since you need to create a tariff for routing calls to the UM gateway make sure you choose Routing here o Currency Since this is a fake tariff just choose the same currency as your Base Currency o Off Peak Period Just leave this field is empty m c 2001 2006 PortaOne I nc All rights Reserved www portaone com 1 7 Porta Ka UM Setting up and Using UM Services o Off Peak Description A description of the off peak period Automatically provided by the off peak period wizard so you do not have to fill in this field o Destination Group Set Do not choose any value in the select menu o Free Seconds Post Call Surcharge Login Fee Connect Fee Formul
21. es voice fax and regular email messages as objects in a single mailbox which users can access via a web interface or by telephone c 2001 2006 PortaOne I nc All rights Reserved www portaone com Porta 4 UM System Concepts PortaUM components External email server e g Google mail SIP UA gt Recorded Messages MIME Attachments HTTP Server SMTP Exim Recorder Admin Player Java Applet Periodical Aaien TCL VXML amp Voice Prompt Libra MEE IMAP Server C EEE _ Email Storage Radius Ema Storage DB Server MySQL Porta Ka Billing100 PortaUM consists of the following main components e Media server VXML platform This component is used to record messages and receive faxes as well as send them to the PortaUM machine for processing and storing It also provides users with IVR interactive voice response allowing them to listen to and manage recorded messages using a SIP phone Starting with PortaUM Maintenance Release 11 this component can be implemented by o using an external Cisco AS53XX gateway or o using IVR tools built into the PortaUM server itself e A web server used to provide the user with web based access to his mailbox The web server is also used along with special CGI scripts by the VXML platform to retrieve recorded messages from the PortaUM machine on demand e An IMAP server used as the main storage for messages e A database server pro
22. ing balance Starting balance for the vendor the default is Zero Additional info o Billing period Split period for vendor statistics 4 Click ml Save amp Close c 2001 2006 PortaOne I nc All rights Reserved www portaone com 99 Porta Ea UM Setting up and Using UM Services Define connections Vendors are your termination partners or providers of incoming toll free lines 1 Inthe Management section of the admin interface choose Vendors 2 Click on the Connections icon next to the name of the vendor you created in the previous step E 4 Vendor Management Pe E ma 9 cove La omes i get tes Search Search CDRs Hame Connections Currency Balance E mail Delete O Portau calls Fa usD 0 00000 O Xtelecom A USD 0 00000 billing admin telecom net X E 4 Vendor PortaUM calls connections EB Add ial Save amp Close Objects l I og PSTN from Yendor YoIP from Yendor PSTN to Yendor YoIP to Yendor Remote IP Transl Rule Outgoing Rule CLI Transl Rule Account Edit Load gu Delete Tariff Description Capacity 60 12 34 72 mone E Port aum v PORTA UM 24 E 4 Vendor PortaUM calls connections gt E ads al Save amp Close objects C Logout PSTN from Yendor YoIP from Yendor PSTN to Yendor YoIP to Yendor S Remote IP Transl Rule Outgoing Rule CLI Transl Rule Account Edit Load m Delete Tariff Description Ca
23. isco VOIP GW A PortaSIP portasip mydomain com 60 12 34 70 PortaOne PortaSIP A B PortauM portaum mydomain com 60 12 34 56 PortaOne PortaUM A Submitted information is being cached in the billing engine and will not take effect immediately Default caching time is 10 minutes Please contact your system administrator for more information In the Management section of the Admin Index page choose Nodes In the Node Management window click H Add icon 3 Fill in the New Node form o Node name A short descriptive name for your UM server or gateway this will be used in the select menus o H323 ID h323 id recommended hostname domainname m c 2001 2006 PortaOne I nc All rights Reserved www portaone com 1 5 Portal UM Setting up and Using UM Services o H323 Password If you plan to send calls from the UM gateway to your Cisco gateways where the default Cisco remote IP authentication script will be used enter cisco here NAS IP Address IP address of the UM gateway or PortaUM server Auth Translation rule You can just leave this empty Manufacturer Select PortaOne Type Node type select PortaUM A Domain Enter the UM email domain e g um mydomain com This parameter is very important since without it authentication requests from PortaUM cannot be processed correctly o Radius Client Check this since both PortaUM and the UM gateway will need to communicate
24. nterval in off peak time Oo Off peak Price N Per minute price for next interval in off peak time NOTE Off peak fields appear only if an off peak period has been defined for the tariff o Effective from If you want the rate to take effect sometime in the future you can either type in a date manually or use the calendar click on the DD MM YYYY link NOTE When using the calendar you can specify that the date entered be ina different time zone than your current one PortaBilling will then automatically adjust the time o Formula You can define a complex rating formula for calls to this destination For UM calls you do not need complex routing so just leave this empty o The Hidden Forbidden or Discontinued flags are optional 4 Click the lel Save button in the toolbar ot the icon on the left side of the row 5 Click Close to return to the Tariff Management screen 6 Repeat steps 1 5 to add rates for the UM prefix for all tariffs where you would like customers to have voicemail c 2001 2006 PortaOne I nc All rights Reserved www portaone com 1 g Porta KA UM Setting up and Using UM Services Rates for the UM routing tariff 1 On the Tariff Management page you will see a list of the available tariffs Click the Edit Rates icon next to the name of the UM routing tariff i 4 Tariff Management gt E Add chose 4 objects i togout tos Type Search any x Search Hame Cur
25. o Attendant PortaUM Auto Attendant is a flexible utility designed to greet callers and transfer them either to an existing PortaSwitch account or to your current phone system Basic concept PortaUM Auto Attendant AA is composed of a set of menus All the menus are identical in every respect except for the ROOT menu which is always present and cannot be deleted and whose name cannot be changed When a caller dials the system AA will answer the call with the Intro prompt from the ROOT menu After this the Menu prompt will be played and AA will listen to the uset s input The user s input will trigger execution of the following available actions O O O O O O Default Plays the default prompt from the current menu Transfer Transfers the call to a given telephone number or extension Transfer to E164 number Transfers the call to a given number applying no translation rules Transfer to extension Transfers the call to a number entered by the caller from his phone Transfer to voicemail Switches to voicemail mode this is the only way to receive fax in AutoAttendant mode Menu Starts interpreting executing the selected menu the uset can choose from any of the available menus The user may select whether the corresponding prompt is to be played prior to the action A call menu flow chart is displayed in the diagram below c 2001 2006 PortaOne I nc All right
26. omers and vendors should already be in the system Create special UM destinations Your subscribers can access UM by two different methods e Dialing a special UM number from their SIP phone Usually this is a non E 164 number so it will not overlap with any real phone number the customer might wish to call e g 98 Another option for accessing UM is for the end user to dial his own phone number e Calling a certain number from the PSTN network This should be a valid phone number allocated to you by a local telco and accessible to anyone on the PSTN network If you do not have such a number your customers will not be able to check their voicemail from a regular phone In both cases such calls should be clearly identified as UM calls in your system So you need to create destinations which describe these phone numbers Note that in order for the Play Current Balance 11 and Recharge Voucher 12 features to work you are to add these two special destinations 1 Inthe Management section of Admin Index choose Destinations 2 Click on the ll Add button H M Eo A Destinations 5 38 N t Applicable P rl UM E 1231567830 Not Applicable L with pari pand i g Not Applicable Local 3 Enter your on net UM number under Prefix and N A for the country and country subdivision Put a comment in the Description column that clearly identifies this as a special prefix assigned to UM 4 Click lal Save c 2001 20
27. only Product for subscribers with SIP phones no monthly fees Vv E 4 Edit SIP subscribers Product Product Name sip subscribers Currency USD Managed By Administrator only General Info Online Signup Accessibility Notepad Ed t Hode Access Code Info Digits Tariff Delete Portam any x usp SIP subscribers PortaSIP SIP subscribers f E 4 Edit SIP subscribers Product Product Name stp subscribers z Currency USD Managed By Administrator only General Info Online Signup Accessibility Notepad Edit Hode Access Code Info Digits ANY lOO O A oa E PortasiP SIP subscribers E Portaum SIP subscribers 1 Inthe Management section of the Admin Index page choose Products 2 On the Product Management page click on the name of the corresponding product Click on the Accessibility tab to edit this product s accessibility 4 After the Accessibility tab has been selected click on the H Add icon 5 In the accessibility entry window select the node which represents your Porta UM server and choose the appropriate tariff The actual tariff is not really important since users will not be making any calls c 2001 2006 PortaOne I nc All rights Reserved www portaone com 91 Porta 4 UNM Setting up and Using UM Services on the PortaUM server It is best to choose the same tariff which is used to charge outgoing SIP calls 6
28. pacity Ala OL 7 V CO A 60 12 34 72 a PortaUM PORTA UM 24 m AY Submitted information is being cached in the billing engine and will not take effect immediately Default caching time is 10 minutes Please contact your system administrator for more information 3 Choose the VoIP to Vendor connection type by clicking on the corresponding tab 4 Press 4 Add to add a new connection 5 Fillin the connection information Type the address of the UM gateway in the Remote IP field Choose the Porta UM tariff you created earlier from the select menu in the Tariff column Enter a comment in the Description and in Capacity give the number of simultaneous calls your UM gateway can handle 6 Fillin the Description field with PORTA UM This description is A used by PottaBilling to determine routing to PortaUM 7 Click lel Save 8 Click Close in order to exit to the Vendor Management screen c 2001 2006 PortaOne I nc All rights Reserved www portaone com 93 Porta Ka UM Setting up and Using UM Services Create accounts Creating new accounts 1 Ifyou are not already there go to the Customers screen the one containing a list of customers It should look like the screenshot below i 4 Customer Management Pe E ads coe K oes mi S Boo Representative Search Type Direct Customers 7 any z Search CDRs Hame Accounts Subcustomers Currency Type Credit limit Balance E mail
29. rency Type Description Rates Delete PortaUM USD Routing PortaUM call routing gE Prepaid cards USD Ordinary Prepaid user s outgoing calls SIP subscribers USD Ordinary Outgoing SIP calls x Termination services USD Ordinary Call termination on agr network opz PortaUM tariff rates gt g add tel save 8 chose Tanit dobes Logout Bl tg F Effective From Destination oa How Prefix Group Country os Country Routing Interval sec Price USD min Effective From ye Destination YYYY MM DD T Delete Description Route Category Preference Huntstop First Hext First Hext R wV HH24 MI 55 immediately Loom 98 Detauie x 5 z Vv fh fi fo fo Boon E EH E He PortaUM tariff rates E add ta save close tent obits toot Bog Effective From Destination Mow 7 Prefix Group Country Country Routing Interval sec Price USD min Effective From we eee ae D Pe _ Yvvy mm po L fig Delete Description Route Category Preference Huntstop First Next First Hext HH24 MI S5 mu i ice CC 2005 09 12 E 98 Not Applicable PortaUlM 14 29 38 Default 5 D 1 0 00000 0 00000 aE Default 5 2 1 0 00000 o oo 2005 09 12 1234567890 El UM with password 14 29 51 2 On the Edit Rates screen click Add 3 Fill in the required information o Destination The destination prefix for voicemail which you created earlier o Route C
30. roup Country Country Interval sec Price USD min Effective From Edit Destination YYYY MM DD HA IE Delete Description First Hext First Hext m sem B Lal HH24 MI SS D M M O IN CZECH REPUBLIC 2005 09 12 420 Praper 1 1 0 00000 0 00000 14 18 37 F Not Applicable 2005 09 12 98 PortaUM 1 1 0 00000 0 00000 14 14 31 TR 09 m jega V TE EE 1 Ct ooo 2005 09 12 Washington 14 19 11 c 2001 2006 PortaOne Inc All rights Reserved www portaone com 1 g Portal UM Setting up and Using UM Services 1 On the Tariff Management page you will see a list of the available tariffs Click the Edit Rates icon next to the name of a tariff When you are in Tariff Management for a particular tariff click on Edit Rates in the toolbar 2 On the Edit Rates screen click 5 Add 3 Fill in the required information o Destination The destination prefix for voicemail which you created earlier o Interval 1 First billing unit in seconds o Interval N Next billing unit in seconds o Price 1 Per minute price for the first interval If you plan to provide free calls to voicemail enter 0 here o Price N Per minute price for the next interval If you plan to provide free calls to voicemail enter 0 here o Off peak Interval 1 First billing unit in seconds for off peak time Oo Off peak Interval N Next billing unit in seconds for off peak time Oo Off peak Price 1 Per minute price for first i
31. s Reserved www portaone com 98 Portal UM Play Intro prompt Waiting for User Input 10 sec no user inpu for 3 times Choose action for user input Flay Default prompt Menu List mode Setting up and Using UM Services s it Default Action Play Default prompt Play Disconnect prompt Play Before Acthon Prompt if Auto Attendant can be selected from the Options menu The main screen lists all the menus available in the system To modify one of the existing menus select its name from the list To add a new menu select Add from the action panel c 2001 2006 PortaOne I nc All rights Reserved www portaone com 29 Porta E4 UM Setting up and Using UM Services Auto Attendant E Addnew 8 close tout Name Active Delete Always From 08 00 until 20 00 Wworkdays of any month m O O Edit Sales Menu i save i saverciore 9 core toca Name pas ooo Active From 08 00 until 20 00 Always Workdays S of any month Wizard Menu Edit mode After selecting one of the existing menus please allow all the prompts to load in your browser this may be viewed on the status indicator in the action pane Edit Sales Menu Peli save al soescose iemetot Name Sales Active From 08 00 until 20 00 a Always workdays 7 of any month Wizard l Intro gt gt Browse
32. s your UM enabled SIP customers will be able to receive faxes on their answering machine When a call is forwarded PortaUM automatically detects the start of fax transmission and switches into fax recetving mode Sending email messages to a PortaUM user PortaUM also allows your SIP customers to have regular email accounts where they can receive regular emails Retrieving voice and email messages using a SIP phone Your SIP customers will be able to retrieve their messages using a SIP phone To do this they must dial a special number which transfers them to the PortaUM IVR menu This menu allows them to listen to recorded messages Additionally for SIP phones that support a message waiting indicator MWD PortaUM can automatically manage the SIP phone s MWI status so that the user is notified when he has new messages in PortaUM Retrieving voice messages email messages and faxes using a web browser Users can retrieve their messages and send regular email messages using a standard web browser The advanced Java applet built into the interface allows users not only to listen to voice messages but also to compose new voice messages a microphone is required It is also possible to access the system using any email client that supports the IMAP or POP3 protocols Forwarding messages to an external email server When a new message arrives in the PortaUM message storage a full copy of the message or just a short notification
33. s mentioned in this manual are for identification purposes only and are either trademarks or registered trademarks of their respective owners c 2001 2006 PortaOne I nc All rights Reserved www portaone com 1 Porta UM PortaUM Administrator Guide Table of Contents PIEB rT TO eer Ter eee 3 Hardware and software requirements ccc cece cecseeceeeeeeeeen 4 etalat ae sv 5 What s new in Maintenance Release 13 wn aaa 5 1 System Concepts vasa nn n 6 PortaUM s role in your VolP network s 7 FOFE0UPVCONDON K an men 8 CADO A eT 9 nO 6 8 6 ore SeNi ES i 11 2 Setting up and Using UM Servicee cc ccesssseeeeeees 13 Setting up UM services 14 Using UM S6 VC6 2s sasaisti 27 AUO CSN asc cise as ds ed ss 28 c 2001 2006 PortaOne I nc All rights Reserved www portaone com 9 Porta iUM PortaUM Administrator Guide Preface This document provides a general overview of PortaUM Unified Messaging System a platform for the delivery of enhanced business and residential communications services PortaUM handles voice fax and regular email messages as objects in a single mailbox which users can access via a web interface or by telephone Where to get the latest version of this guide The hard copy of this guide is updated at major releases only and does not always contain the latest material on enhancements occurring between minot releases The online copy of this guide is always up to date
34. stem recommendations m OS Windows 95 XP UNIX or Mac OS Java Virtual Machine Support JRE 1 4 2_01 or later Browser Internet Explorer 6 0 or higher Netscape 7 1 Mozilla 1 6 ot higher supporting DOM and with JavaScript enabled Spreadsheet processor MS Excel Display settings o Min Screen Resolution 1024 x 768 o Color Palette 16 bit color minimum NOTE To view downloaded CDR files in Windows proceed as follows in order to match the PortaBilling default list separator My Computer gt Control Panel gt Regional Settings gt Number gt List Separator type c 2001 2006 PortaOne I nc All rights Reserved www portaone com 4 Porta UM PortaUM Administrator Guide Installation PortaUM is provided via a jump start installation CD This CD contains installation media for FreeBSD 6 0 stable branch with the latest security bug fixes supplementary packages necessary for convenient system administration and maintenance and PortaUM software packages PortaUM installation and configuration are automated and integrated within the main installation process This allows you to install a completely functional PortaUM server from scratch in less than 15 minutes In order to complete the installation process your Cisco UM gateway must be configured according to the configuration guidelines For detailed installation instructions please refer to the PortaUM Installation Guide What s new in Maintenance
35. viding storage for the user s custom settings and voice prompts e An SMTP server used to receive incoming messages from the VXML platform and other SMTP servers as well as to send outgoing messages created by the user on the web interface e lt A mail filter used to convert audio and graphic attachments in messages received from the VXML platform in a format compatible with the Microsoft Windows operating system c 2001 2006 PortaOne I nc All rights Reserved www portaone com g Porta UM System Concepts Call process SIP UA lt gt SIP UA Porta M Billing Porta 4UM Unified Messaging SIP phone A SIP phone B Offline or Not Answering e User A dials 121 in an attempt to reach user B A s SIP user agent sends an INVITE request to the SIP server 1 e The SIP server performs authorization in the billing 2 For example if A dialed 121 the billing will inform the SIP server that the actual number is 12027810009 and that this number belongs to B 3 e The SIP server checks the registration database but it appears that this account is not online at the moment If B has Unified Messaging services enabled the call will be redirected to the voicemail system and A can leave a message for him 6 The same thing would happen if B were online but did not answer his phone 4 5 SIP UA gt PSTN GW NY 01 gt sm gt lt 2 Porta K Billing 3 C 5 6
36. with the billing o Radius Key Enter the radius shared secret here must be the same key as you entered during PortaUM installation o Radius Source IP See the Node ID NAS IP address and Radius source IP section in the PortaBilling Administrator Guide for more information Unless your PortaUM server uses multiple network interfaces the value here should be the same as the NAS IP Address 4 Click l Save amp Close O O O O 0 NOTE There is some propagation delay between the database and the Radius server configuration file but no more than 15 minutes c 2001 2006 PortaOne Inc All rights Reserved www portaone com 1 6 Porta Ea UM Setting up and Using UM Services Create a tariff You have already created all the necessary tariffs for your customers and vendors when setting up SIP services Only one thing remains to be done i e creating a special UM tariff which will be used for routing calls to the UM gateway E 4 Tariff Management gt E ada 8 cose 4 obees ogu to E Type Search a any x Search E Hame Currency Type Description Rates Delete E Prepaid cards USD Ordinary Prepaid user s outgoing calls x Termination services USD Ordinary Call termination on our network x He Add Tariff gt fel Save i Save amp Close objects TV tout B Loo Name Portaum 2 Currency usp US Dollar v Type Routing 7 General Info Off Peak P
Download Pdf Manuals
Related Search