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PortaBilling: User Manual

1. i Save fel Save amp Close Q Close rtogout Node Name gw dermo Node info h323 id qw derno portaone com Manufacturer Cisco v h323 password cisco k Type VOIP GW NAS IP Address 64 51 22 33 Hostname Domain Radius Client Auth Transl Rule s 011 Radius Key Portail Time Zone America New York Radius Source IP 64 51 22 33 Radius Dictionary Cisco c 2000 2006 PortaOne Inc All rights Reserved www portaone com 47 PORTA Billing 100 Networking In order to register a new node or edit an existing one in PortaBilling the following information must be provided Ficld Node Name The logical name of the node for use within PortaBilling Node ID Node identifier used by the terminating node within your A network of trusted nodes to identify the originating gateway which is attempting to send a call Please enter the ID which is used for this node The default behavior is to authenticate a node by its IP address however this can be changed if you use your own custom application to handle incoming VoIP calls NOTE This field is only available if Node ID is turned on in advanced features If you are not sure what value to choose enter the same value as in the NAS IP Address h323 id The H 323 ID which the gateway is configured to use A correct H 323 ID is important if you use node
2. 3 Add amp Close Objects P Logout gt E add Cose Kl Objets 0 PBtogot Login Access Level E mail Description Status Delete andrew Root andrew ti cz Andrew x cats Root deribin portaone com deribin portaone com x djason Root djason portaone com Dee Jason x doc root Admin djason yandex ru x helpdesk Helpdesk const deribin com helpdesk x kapitan Root kapitan portaone com Oleksandr Kapitanenko x keeper Access tothe ASR Reports keeper portaone com Yevheniy Yevtushenko X pb root Root monitor portaone com ROOT created on installation please change the password xj pepa Root jurasek volny cz Czech Language Proofreading x lenka Root lenka terminal cz lenka x Column Desctiption Login The uset name for login and user identification The user name provides a link to the edit screen for that particular user Access Level The privilege level or role assigned to the user See the Access Levels section for more information E mail E mail contact for the user For convenience this is provided as a link so you can send an e mail to the user directly from this screen A short description associated with the user Delete A delete button appears next to all users except for the Root user created on installation This permanently deletes the user from the system Add Edit User The Add User screen allows you to enter the details to create a new user account The Edit User screen allows you to
3. On the Tariff Management page click the Rates icon for a tariff The filter at the top of the screen allows you to view rates depending on their Effective From date or Destination The Effective From drop down list allows you define whether only current rates Now or all rates ever used gt Now will be shown To edit an existing rate click the E Edit icon next to it to copy rate details into the form Note that if a tariff contains peak and off peak rates there will be two rows of fields the top one is for peak rates and the bottom one is for off peak rates Usually you will enter rate data for each destination separately However if the tariff has a Destination Group Set defined by clicking on G in the Destination column header you can switch into destination group mode Now you can enter a destination group name e g UK Mobile instead of a prefix and the system will automatically create rates for all of the destinations in that group Destination Destination prefix May be entered directly e g 47 for Norway or you can access the destinations directory by clicking the Destination link In the destinations directory pop up window you can search for the desired prefix by country name Country corresponding to the current destination Off peak First billing unit in seconds for off peak time First interval c 2000 2006 PortaOne Inc All rights Reserved www portaone com 6 4 PO
4. iso 3166 1 a2 Description Uploading destinations The system is supplied with a predefined set of countries and the most common destinations for those countries If required new countries are inserted into the database manually When uploading new destinations a superuser can specify the country using its ISO country code If empty the system tries to find a country via existing destinations For example if 16045 is uploaded the system finds that 1604 is already in the database as Canada If it is not possible to find the country in this way or if country is N A the destination will not be imported An uploaded file with such destinations will be sent back for correction in a format suitable for upload ISO 3166 1 Country codes For more information on this standard visit the ISO 3166 Maintenance Agency website The complete title of ISO 3166 1 is Codes for the representation of names of countries and their subdivisions Country codes o ISO 3166 1 gives coded representations of more than 230 names of countries or areas dependent on a country o ISO 3166 1 contains a two letter code Alpha 2 code a three letter code Alpha 3 code and a three digit numeric code Numeric 3 code for every entry in its list of country names ISO 3166 1 does not code Names of languages e g Gaelic Names of nations or peoples e g Dutch Names of groups of countries e g Scandinavia Names of co
5. 167 DirectNet via IP 30 Metrocom PaeTec RadioNet SIP ua2ua T Systems Defined in terms of connection threshold the connection utilization graphs show the saturation of your connections Connection Load displays such utilization as well as showing the setup time and ASR c 2000 2006 PortaOne I nc All rights Reserved www portaone com 105 PORTA Billing 100 Statistics ASR c 2000 2006 PortaOne Inc All rights Reserved www portaone com The Vendor ASR reports screen gives the user easy access to downloads of all ASR reports that have been set for the vendor Reports for the desired vendor may be found by selecting the vendor from a list on the left side of the screen or by entering the vendor s name in the search field and clicking the Search button The wildcard symbol may also be used for the search Download Options The default report download format is CSV Check the box next to the ZIP icon to download zipped CSV files HET Vendor ASR reports 16 coe E Custom Query obits on fe Search Apr 2003 May 2003 Jun 2003 Jul 2003 Download Options E MoTuWeThFrSaSu MoTuWeThFrSaSu MoTuWeThFrSaSu MoTuWeThFrSaSu G va olo Central 1E EE NS 10 EE 22 27 pu spe stc CustSrve 45 78 910111213 49 5 6 7 8 91011 23 23 4 5 6 7 8 28 7 8 910 11 12 13 DirectNet 16 14 15 16 17 18 19 20 20 12 13 14 15 16 17 18 24 89 10 11 12 13 14 15 29 14 15 16 17 18 19 20 Metrocom 17 21
6. 5 443 5 4433 5 444 5 445 UNITED KINGDOM UNITED KINGDOM UNITED KINGDOM UNITED KINGDOM UNITED KINGDOM UNITED KINGDOM UNITED KINGDOM UNITED KINGDOM UNITED KINGDOM UNITED KINGDOM UNITED KINGDOM UNITED KINGDOM UNITED KINGDOM UNITED KINGDOM Proper Mobile National Premium Premium Premium National London London London Mobile Premium Mobile Mobile Ei To edit an existing destination enter a prefix country or description i e propet mobile etc in the search field and click the corresponding button You can also select a countty alphabetically from the top right patt of the interface Choose the destination you want to edit from the list by clicking the Edit icon The content of the row will be copied into the Destinations form above and the Save Edit icon E will appear in the first column Choose Subdivision from the refreshed drop down list and type in the Description if any Save your work by clicking the Save Edit icon c 2000 2006 PortaOne Inc All rights Reserved www portaone com 39 PORTA Billing100 System Management Destination access levels User Type Access Description Admin Can perform all types of operations with destinations except for manually specifying a country during upload If Admin uploads a new destination the system chooses the appropriate country automatically using the longest match from the available destinations all other types Read only Desti
7. 8 Day of the month No report has been generated Link 1s inactive 9 Days with linked reports are set off in bold and underscored Click to download the report If a report is available the corresponding link is set off in bold and underscored Note Links are not displayed if the reports have not been configured c 2000 2006 PortaOne I nc All rights Reserved www portaone com 1 03 PORTA Billing1OO Statistics System Load The System Load graph provides a high level view of the status of the billing system in terms of the number of calls going through it and the number of CDR rows Meee System Load Pe jene gone OOOO tere Wed Kar 3 05 55 19 7004 Thu Mar 05 55 19 004 5 0 T 1 3 E 08 00 165 00 12 00 14 00 16 00 18 00 zu o ze 00 Qu OO Oi al i o Bei able alle BH rere duration calls Tue Feb 3 05 55 19 2004 l Thu Har 4 05 55 19 2004 50 k 7 1 b 1 i 1 1 i xk e a ok 10 k Week D8 Week OT Week OG Meek 05 E eillakle Calls min The Calls minute graph at the top shows the number of calls and is broken down into Billable and Zero Duration calls The Daily minutes graph shows the total call volume in minutes that passes through your system per day Database Load The Database Load graph shows the load in number of queries and the number of active threads on the master and slave databases This information may be useful in the event that database intera
8. Debit is usually associated with prepaid cards Credit is a type of account that will be invoiced for incurred costs Voucher accounts are refill coupons for debit accounts Credit Limit Only available when the account type is set to Credit Defines the credit allowance in the currency specified in the product VoIP The password to be used to authenticate any calls made Password using this account E mail If an account has e mail info associated with it the owner of the account can reset the password for self care access and the new password will be sent to this e mail address Batch Accounts are grouped into batches If a new batch name is provided in the text field a new batch will be created when you add the account Otherwise an existing batch should be selected from the drop down list Control Read only The sequential number of the account in the Number current batch Batch name and control number uniquely define the account ID which is often used for prepaid calling cards c 2000 2006 PortaOne I nc All rights Reserved www portaone com 91 PORTA Billing 100 Zero Balance Non Call Related Charges Action Amount Visible comment Internal comment Adjusting Billing Parameters Applicable only for debit accounts specifies when the account has used up all of the available funds The opening balance for this account The amount refunded to the account owner Charges not dire
9. PORTA Billing1OO System Management Legal Info i 4 Edit Company Info lel Save fe Save amp Close G9 Close PE Logout gt W Save i Save amp close B close MDtogut O Contact info Legalinfo Report info Payment Systems Name Porta Software Ltd Address 02 2181 W 38 Ave City vancouver Province State Bc British Columbia v PostalCode vemirs Country fom m The Legal Info tab allows you to enter information about your company that could be used for any legal transactions e g for taxation purposes Proper legally recognized form of the company s name registered Two lines are provided Province State The province or state where the company is registered may be selected from a drop down list depending on the Country option selected Postal Code Postal code for the company s registered location The country in which the company is legally registered Report Info i 4 Edit Company Info lel Save c Save amp Close G9 Close PE Logout W Save el Save amp Close Close MPtogut Contact info Legal info Report info Payment Systems Time Zone America Vancouver v Reconciliation Period week1y Tax ID e58725 Currency USD The data contained in the Report Info tab may be used for any financial repotts e g for invoicing or taxation purposes Time Zone Time zone in which global rep
10. Perl style regular expressions applied to the number in Rule order to convert it from a vendor specific format into the unified format used in billing Outgoing If necessary the received number can be modified before Rule sending it to the vendor for example if a tech prefix 1s required Only applicable if the node which routes the call retrieves routing information from PortaBilling e g PortaSIP or MVTS Tariff The tariff used to calculate the cost of terminating calls via this connection Description A logical A logical description of the connection 222 of the A logical description of the connection Capacity Number of simultaneous sessions the connection can support This parameter is used only to correctly scale the load graph for this connection and not for actual call handling this is done by the gateway itself Account Only applicable for outgoing SIP connections Defines which username password should be used for authorization of outgoing calls via this connection Click to remove the connection The following two columns are visible only if you are using multiple protocols in your system and have the ShowConnectionProtocol feature enabled By default this option is turned off and every connection is assumed to be SIP capable only H323 Check if this connection is capable of handling H323 calls SIP Check if this connection is capable of handling SIP calls Customer Management On t
11. c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 3 PORTA Billing 100 System Management 2 System Management c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 4 PORTA Billing 100 System Management Company Info The Company Info screens allow the administrator to maintain corporate information relating to your business This data will be included on reports such as invoices i 4 Edit Company Info gt E save sevenctore cose B toot Contact info Legalinfo Reportinfo Payment Systems Company Name Ports Software Ltd Address 902 2181 W 38 Ave Vancouver BC V6M 1R8 Country CANADA v Phone 1 s66 s1P vorp 1 s66 s1P vorr contact portaone com Jwww portaone com Contact Info The information provided in the Contact Info tab is typically used on reports as the primary point of contact for your vendors and customers This information would be the same as that which appears for example on your letterhead and business cards Company The conventional form of your company s name Name For example EasyCall Inc Address Street address of the company The country may be selected from a drop down list Primary telephone number for the company Primary fax number Primary e mail contact for the company Web Web address of the company c 2000 2006 PortaOne I nc All rights Reserved www portaone com 1 5
12. click Browse 4 Locate the Tariff sample csv then click Open 5 In the Upload Rates window click Upload 6 In the Edit Tariff window click Close You can verity your wotk using the Rates feature Volume discount plans Volume discount plans allows you to dynamically modify your rates depending on how much traffic a customer has already sent you For instance after he makes calls for 200 minutes charged at the normal rate he will get a 10 discount for every minute he calls over this limit A discount plan includes one or more discount schemes applicable to a certain destination group First 200 minutes for free then normal rate with 109 o discount over 500 minutes is one such discount scheme and it may be applied to the destination group Asia which includes China Hong Kong Singapore Thailand and other countries Use the main Discount Plan Management screen to list all existing plans Plans can be located using the search form by selecting a reseller from the drop down list or entering the plan s name To edit a discount plan click on its name in the list The delete icon will be visible only when the discount plan is not in use not assigned to any customer account or product allowing permanent deletion of the discount plan Add Edit a discount plan To add a new discount plan to the system select Add to go to the discount plan creation screen An existing discount plan can be edited by clicking its name in
13. not used elsewhere in the system may be deleted For instance in the screenshot below only the Test 2 tariff can be deleted as the rest of tariffs are being used by some product or connection HEC Tariff Management Pe E aaa coe doe oaout E tog Search Hame Currency Type Description Rates Delete Prepaid USD Managed by None SIP client USD Managed by None Termination USD Routing Termination to Porta USD Routing Test 2 USD Managed by None Vendor USD Managed by None Test USD Managed by Reseller A Show Objects The Objects icon is only available to the Root user when selected it shows the object properties as seen in the illustration below These object properties can be used by the administrator while configuring access levels for certain users in the system See the Access Levels section for more information E A Representative Management gt B aaa chose a Search Initials Hame E mail Status Delete OK Test X E A Representative Management gt E add cse WebForms Representatives Representatives Search Search Representatives initials Representatives name Representatives email Representatives Representatives Initials Hame E mail Status Delete OK Test x c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 D PORTA Billing1OO Introduction Sorting Tables Connect Disconnect Duration on i Ac Time Time min sec atch 24 Au
14. 22 23 24 25 26 27 21 19 20 21 22 23 24 25 25 16 17 18 19 20 21 22 30 21 22 23 24 25 26 7 PaeTec 18 28 29 30 22 26 27 28 293031 26 23 24 25 26 27 28 29 31 28 29 30 31 RadioNet 7 SIP ua2ua Aug 2003 Sep 2003 Oct 2003 Nov 2003 T Systems MoTuWeThFrSaSu MoTuWeThFrSaSu MoTuWeThFrSaSu MoTuWeThFrSaSu 31 MEZ GSNINMZESESESGESES 40 lines 4 il ie 324567 890 37 8 91011 12 3314 416 7 8 3101112 4 3 4 5 6 7 8 9 33 11 12 13 14 15 16 17 38 15 16 17 18 18 20 21 42 13 14 15 16 17 18 19 46 10 11 12 13 14 15 16 34 18 19 20 21 22 23 24 39 22 23 24 25 26 27 28 43 20 21 22 23 24 25 26 4 17 18 18 20 21 22 23 35 25 26 27 20 29 30 31 40 29 30 44 27 28 29 30 31 48 24 25 26 27 26 29 30 Dec 2003 Jan 2004 Feb 2004 Mar 2004 MoTuWeThFrSaSu MoTuWeThFrSaSu MoTuWeThFrSaSu MoTuWeThFrSaSu AEEMENEEGEN 1 ee 5 1101234567 50 8 91011 12 3 2 5 6 7 8 91011 6 2 3 4 5 amp z 8 11 8 91011 12 13 14 51 15 16 17 19 19 20 21 3 12 13 14 15 16 17 19 Z 9 10 11 12 13 14 15 12 15 16 17 18 19 20 21 52 22 23 24 25 26 20 20 4 19 20 2122 23 24 25 8 16 17 19 19 20 21 22 13 22 23 24 25 26 27 28 53 29 30 31 52622022 30 9 23 24 25 26 2L 29 29 14 23 30 31 Custom Query The Custom Query utility which can be accessed by clicking the Custom Query Zl button enables you to view ASR and cost revenue information for all calls going from selected customer s to selected vendor s This query can also be filtered by destination and a precise time interval The split selector allo
15. 28 29 30 31 Jun 2003 Mo Tulle ThFr Sa Su 22 1 2REPERE ER 24 910 11 12 13 14 15 25 16 17 18 19 20 21 22 26 23 24 25 26 27 28 29 27 30 Oct 2003 Mo Tulle ThFr Sa Su 40 EEE 4165 7 8 91011 12 42 13 14 15 16 17 18 18 43 20 21 22 23 24 25 26 44 27 28 29 30 31 Feb 2004 Mo Tulle ThFr Sa Su 5 1 6 82 E SES ER E RH 7 9 10 11 12 13 14 15 8 16 17 18 19 20 21 22 9 23 24 25 26 27 28 23 Jul 2003 Mo Tulle ThFr Sa Su 27 egg EE 28 B5 BS EM LOT NER 29 14 15 16 17 18 18 20 30 21 22 23 24 25 26 7 31 28 29 30 31 Nov 2003 Mo Tulle ThFr Sa Su 44 B sEBERREER 46 10 11 12 13 14 15 16 47 17 18 19 20 21 22 23 48 24 25 26 27 28 29 30 Mar 2004 Mo TuWe ThFr Sa Su ey ah aa BE 11 8 9 10 11 12 13 14 12 15 16 17 18 19 20 21 13 22 23 24 25 26 27 26 14 23 30 31 Download Options ea wa Customer Reports The Customer Report screen allows the user to easily download all reports that have been set for the customer Reports for the desired customer may be found by selecting it from the list of existing customers on the left side of the screen or by entering the customer s name in the search field and clicking the Search button The wildcard symbol can also be used On Net Reports The On Net Reports screen allows the user to easily download all available reports for on net calls made by the system owner The report periodicity can be set up on the Company Info screen gt Report Info Tab gt Re
16. 420603 420604 420605 420606 42072 42073 42077 42093 42096 x c 2000 2006 PortaOne Inc All rights Reserved www portaone com 45 PORTA E Billing100 3 Networking c 2000 2006 PortaOne Inc All rights Reserved www portaone com Networking 46 PORTA Billing 100 Networking Nodes The Node Management screen enables registration removal and maintenance of the gateway list Nodes are those gateways which will provide accounting records to PortaBilling or exchange authentication authorization requests with it On this screen the user is provided with a list of all nodes currently registered The search form at the top of the screen allows filtration by any combination of H 323 ID IP address and or whether or not the node is a Radius client Providing any of these pieces of information and selecting Show Nodes will refresh the Node listing according to the new filtration criteria To add a new node to the system select H Add from the Panel The following information is provided within the listing Column Description gt edit screen for the given node h323 id Registered H 323 ID of the node IP 1IPaddressofthenode Radius Client If the node is a Radius client then the Radius client icon A will D here Delete The delete icon 1 allows removal of the current node This is only present if there are no connections specified using this node Add Edit Node HA Add Node
17. 8 From Bottom 5 8 1 X 4 TOP WINDOW 8 5 8 7 8 x 3 1 2 From Left 5 8 From Bottom 2 1 4 BOTTOM WINDOW 3 5 8 x 8 5 8 J x 4 From Left 5 8 From Bottom 5 8 TOP WINDOW 9 13036 7 8 x 3 1 4 From Left 3 8 From Bottom 2 1 2 BOTTOM WINDOW 3 7 8 x 8 7 8 r From Left From Bottom 7 16 TOP WINDOW 9 13037 7 8 x 3 1 4 From Left 3 8 From Bottom 2 1 2 BOTTOM WINDOW 3 7 8 x 8 7 8 m From Left From Bottom TOP WINDOW I From Left From Bottom 2 3 8 BOTTOM WINDOW 3 7 8 x 8 7 8 VT From Left From Bottom Note Envelope 9 9903 3 7 8 x 8 7 8 is QuickBooks compatible 9 13038 Envelope Formats Europe 114 x 162 A4 folded twice A6 110 x 220 A4 folded twice 1 3 A4 C6 C5 114 x 229 A4 folded twice 1 3 A4 162 x 229 A4 folded once AS 229 x 324 DIN 680 specifies that a transparent address window should be 90 x 45 mm in size and the window s left edge should be located 20 mm from the left edge of the envelope For C6 DL and C6 C5 envelopes the bottom edge of the window should be 15 mm from the bottom edge of the c 2000 2006 PortaOne I nc All rights Reserved www portaone com 37 PORTA Billing1OO System Management envelope For C4 envelopes the top edge of the window should be either 27 or 45 mm from the top edge of the envelope Keyboard Shortcuts Zone Move objects with grid size increments Ctrl arrow U
18. First Interval Price First 60 8 Next Interval Price N 60 1 Post Call Surcharge 100 Parameters such as First interval Next interval Price First and Price Next can be specified per destination Connect Fee Free Seconds and Post Call Surcharge are defined on a per tariff basis and so are the same for all destinations in the tariff Managing rates online Managing rates online is very convenient for maintaining existing rate tables and for reference purposes In the case of new price lists or major updates the offline method 1s better c 2000 2006 PortaOne Inc All rights Reserved www portaone com 63 PORTA Billing 100 Adjusting Billing Parameters i M SIP Phone subscribers tariff rates FE Add fl Save 9 Close 3 Tariff PE Logout amp Log E Add tl Save close tariff O PU Logout Bl Log Effective From Destination Now wj Country Interval sec Price USD min m Effective From Edit Destination YYYY MM DD Delete Description First Hext First Hex 5 i HH24 MI SS Off Peak CZECH REPUBLIC Peak 0 12000 0 12000 2004 07 30 8 420 za Proper Off Peak 0 11000 0 11000 22 32 08 CZECH REPUBLIC Peak 0 11000 0 11000 2004 07 30 4202 Prague Off Peak 0 06000 0 06000 22 32 17 CZECH REPUBLIC Peak 0 23000 0 23000 2004 07 30 420601 Mobile Off Peak 0 20000 0 20000 22 33 09
19. OftpeakPeriod fa rees x Free Seconds s a xl sec Post Call Surcharge ci xl fizsa izsas e Login Fee gt e zl 1234 1284 5 e Connect Fee fr 05 ov 1234 12345 E 1234 10 1234 10 1 234 10 1234 Other The content of the Header Fields Columns and Footer tabs is arranged in a similar way and allows flexible mapping of information related to user documents and information in the PortaBilling Database Description Description of Template Components Source Column Defines the mapping of template information to the original destination document Format Data format Choose a format from the list or choose Other if the desired format is not available Provide a format definition in the following field Other Format Rule Perl code Active only if Format Other Post Processing Rule Layout Designer The Layout Designer allows you to customize the appearance of all types of printed output in PortaBilling c 2000 2006 PortaOne I nc All rights Reserved www portaone com 33 PORTA Billing1OO System Management Mes amp A Template test invoice SE Id ap J cond lm EXE a 4 Porta Software Ltd Invoice 4 Your company lege 1201 610 Hamilton 5t Sag 1110 1 V3M 2M5 Canada TT Serif m Bill To T PupkoNet Inc wo siii m Mr Vasilij I Pupkin a VoIP Industrial Park ri 410 W 10th Av HEIE 7 Vancouver BC VIK H3B B Canada Page Header amp Fo
20. Prefix 420 bie T IS S S D IS IS S S SI i D 4202 42060 420601 420602 420603 420604 420605 420606 420609 42072 42073 42077 Country CZECH REPUBLIC Proper CZECH REPUBLIC Prague CZECH REPUBLIC Mobile CZECH REPUBLIC Mobile CZECH REPUBLIC Mobile CZECH REPUBLIC Mobile CZECH REPUBLIC Mobile CZECH REPUBLIC Mobile CZECH REPUBLIC Mobile CZECH REPUBLIC Proper CZECH REPUBLIC Mobile CZECH REPUBLIC Mobile CZECH REPUBLIC Mobile G A Edit Destination Group CZ Mobile r Wadjoase 9 Logout B tog Prefix 420601 420602 420603 420604 420605 420606 42072 42073 42077 42093 42096 C Prefix_ Country Description ABCDEFGHIJKLMNOPQRSTUYWXYZ Country CZECH REPUBLIC CZECH REPUBLIC CZECH REPUBLIC CZECH REPUBLIC CZECH REPUBLIC CZECH REPUBLIC CZECH REPUBLIC CZECH REPUBLIC CZECH REPUBLIC CZECH REPUBLIC CZECH REPUBLIC Description Mobile Mobile Mobile Mobile Mobile Mobile Mobile Mobile Mobile Mobile Mobile c 2000 2006 PortaOne Inc All rights Reserved www portaone com Prefix country Description Description Delete Lx d D d d Dd oe oe D D D aa PORTA H Billing 100 System Management Li Edit Destination Group Set X Telecom El Add i Save tel Save amp Close Close Download upload PW Logout El Log Search Edit Destination Group Hame Prefixes Delete BE CZ Mobile 420601 420602
21. Reseller 0 00000 eJ Prepaid cards distributor USD Retail 0 00000 Click the View s icon to go to the CDR view page Accounts Click the Accounts icon to go to the Account Sub customers Management screen for retail customers or the Sub customers Management screen for resellers maintained and billed customer if any The customer s current balance E mail contact for this customer Status The status of the customet s account The amp icon will appear if a credit has been exceeded The customer blocked icon means that all accounts of this customer have been blocked The frozen icon means that periodical payments for this customer have been suspended due to repeated errors for instance the customer canceled his credit card and did not enter information about a new card in c 2000 2006 PortaOne I nc All rights Reserved www portaone com 97 PORTA H Billing100 Adjusting Billing Parameters PoraBiling Delete Click the delete 5 icon to remove the customer The delete icon will only appear if there are no CDRs Add Edit Customer The Add Customer page allows definition of a new client entity within PortaBilling The information required is divided into four tabbed sections Address Info Additional Info Payment Info and Self Care Info The following information is required at the top of the form Information on all the other tabs is optional and need not be specified when creating the c
22. The following information 1s provided in the exchange rate listing EG A Exchange Rates EN Gl Save cos t update Logout Effective Hot b ul Edit Name Exchange Rate USD Source Timestamp Australian Dollar 1 AUD E Czech Koruna 1 CZ euro 1 EUR E Pound Sterling 1 GBP Manual Entry Immediately 0 76225 XE com 2004 12 18 15 47 51 0 04580 Yahoo com 2004 12 18 07 00 06 1 33140 Yahoo com 2004 12 18 07 00 07 1 94150 Yahoo com 2004 12 18 15 48 24 Edit Click the Edit F icon to modify the given exchange rate Select l Save or click the m Save icon in the Edit field to make your changes take effect The currency code identifier for example CAD for Canadian Dollars The currency unit name for example Canadian Dollar Base The currency to be exchanged into Currency Base Units Defines the number of units of the base currency equal to one unit of the foreign currency For example with British Pounds as the foreign currency and a base currency of U S Dollars the base currency units might be 1 5326 Source Shows the exchange rate source selected on the Currencies page for the given currency c 2000 2006 PortaOne Inc All rights Reserved www portaone com 97 PORTA H Billing100 Adjusting Billing Parameters Tariffs Timestamp The effective date for the given currency Newer exchange rates supersede older ones To add a new exchange rate click
23. To add another table click on the worksheet to de activate the currently active object Read more about tables below Text Align A section of 9 buttons used to align text in an active c 2000 2006 PortaOne Inc All rights Reserved www portaone com 3 4 PORTA Billing1OO System Management EN ON NNNM Text controls Tools and selects from this section control font attributes such as font style bold italic underline font family serif sans serif cursive fantasy monospace and font size Foreground Color Change the text color by selecting from this list Background Color Change the color of the active table cell by selecting from this list Border A section of 6 buttons for showing or hiding the border of the active table cell Stroke A section of 3 controls for changing the active cell s border weight style and color Grid On by default click to turn off the grid Snap to grid On by default click to allow arbitrary positioning of elements on the worksheet Envelope window Two half transparent gray boxes displaying the positions of envelope windows click to turn off Undo Click to cancel the last action Save and Close For convenience in editing the bottom of the worksheet these controls duplicate the main toolbar controls 5 A straight line in the Layout Designer can be simulated by using a table with only one visible border Table The main Layout Designer object 1s the table whic
24. a call Pages 1 2 3 4 5 6 7 8 9 10 11 gt gt Total 24 Error A EG Connect Disconnect Duration Disconnect View Report CLI ani CLD dnis Country Description Time Time PUE Account Customer Vendor Reason D E unknom 49203557339 GERMANY Proper EET IU ERO 0 00 1191410465 APNY T Systems Nome 03 04 2004 03 04 2004 ej E unknown 492114216041 GERMANY Proper 05 17 36 05 17 40 0 04 1191410465 APNY T Systems MO S E unknown 447970419946 UNITED mobile Orange 03 04 2004 03 04 2004 958 1412954118 APNY T Systems KINGDOM 05 15 57 05 16 25 03 04 2004 03 04 2004 G ej E unknown 492114216041 GERMANY Proper 05 15 44 05 15 58 0 14 1191410465 APNY T Systems NO O E 589112825114 492213604958 GERMANY Proper NE EID 0 03 9762136872 APNY T systems ONSE 03 04 2004 03 04 2004 A ej E unknown 49211 GERMANY Proper 05 14 03 05 14 03 0 00 1191410465 APNY tonene mta 03 04 2004 03 04 2004 ej E unknown 493317046217 GERMANY Proper 05 14 01 05 16 01 2 00 5051447123 APNY T systems MO 03 04 2004 03 04 2004 ej E unknown 492419529687 GERMANY Proper 05 09 21 05 10 48 1 27 8476126345 APNY oysters NO The result listing shows the origination number the number dialed the destination location connect and disconnect times duration account and customet in the case of product usage vendor in the case of normal vendor termination and the call status while disconnecting which 1s color coded according to the table below Select th
25. access the unified messaging Enabled system To find out mote go to www portaone com solutions portasip UA Profile Indicates the UA profile assigned to the account Default not set MAC Hardware address of the dedicated VoIP adapter for this Address account s ownet This 1s required in order to create a unique configuration file for the particular adapter Follow Me Activate follow me service for this account An extra tab Enabled Follow me will appear in the account info where you can define parameters of the service destination numbers timeframe when they can be used etc E Allows the account s owner to make online payments or commerce setup periodical payments on the account self care page enabled Assign a discount plan to this account When new plan account is created by default it will be assigned discount plan which is associated with the account s product Life Cycle Tab The date from which the account is usable Date Expiration The date from which the account will be unusable If Date you do not want the account to expire leave this field blank Note This date is assumed to be in the billing server s time zone not the account s Lifetime Relative to the activation date the account will expire on first usage date lifetime days If you do not want to use this feature leave the field blank User Interface Tab Account login for the account user interface Click the Account ID
26. authentication normally via GK and proxy GK billing Even if you do not use GK proxy billing make sure the value you put here matches the value returned from this node in the n323 gw id attribute as this significantly simplifies troubleshooting h323 The password which will be used for remote IP password authentication of calls originated on this node If you are using the Cisco default app remote ip authenticate put cisco here NAS IP The IP address of the node Address Hostname The internet hostname without the domain Domain The internet domain the node is Operating in Auth Transl Authentication translation rule used to transform the Rule dialed phone number into the E 164 format used in PortaBilling Manufacturer Choose Cisco Quintum PortaOne or another from the drop down list depending on the manufacturer of the equipment Type Select what role the node plays in the network from the drop down list The options are as follows according to Cisco naming conventions VoIP GW the node functions as a gateway H323 GW the node is an H 323 proxy H323 GK the node is an H 323 gatekeeper TERM the equipment is a terminal such as an IP ohone or PC phone c 2000 2006 PortaOne Inc All rights Reserved www portaone com 18 PORTA Billing 100 Networking MCU the node is a Multipoint Control Unit SIP Server PortaSIP server MV TS Meta Networks VoIP Softswitch Note that onl
27. be assigned to users used only as a building block to construct other access levels e Customer e User access level for users of the admin interface e Vendor These levels are composed of permissions and optionally other components A permission is the lowest level of access control resources It contains a set of permissions that are granted when using a component The difference between a User ACL and other types is that a User ACL will appear as an Access Level when creating a new user or modifying an existing user s details c 2000 2006 PortaOne Inc All rights Reserved www portaone com 2g PORTA Billing1OO System Management na Add User Address Info Info User Interface Life Cycle Mailing List Mailing List Login New Time Zone merica Vancouver v Password Auto Locale Language en English v Access Level f Admin iv Bookkeeper Helpdesk Output Forma New Root No access Root Date UM Admin 2003 12 31 v Time HH24 mI 55 user Defined v Date amp Time fryvv mm DD HH24 MI SS user Defined v Input Format Date fryyv mm po 2003 12 31 v Time HH24 m1 s5 user Defined v Permissions permission is the fundamental unit of exchange in the PortaBilling100 security model Permissions are composed of the access type whether or not this is an allowed action the relevant object and the relative attribute of the object Let s take the example of ASR reports
28. change details for a particular user account Address Info c 2000 2006 PortaOne I nc All rights Reserved www portaone com 26 PORTA E Billing100 Mes ww System Management Edit User demoroot D E save save else coef P topo Address Info User Interface Life Cycle Mailing List Notepad Company Name PortaOne MriMs t First Name Last Name Address Province State Postal Code City Country Regio DeeJason Fax Alt Phone Alt Contact djason portaone com pec and Demo root Contact frr Phone Dee ason 123 Hard Drive Mit E mail Note zz i28 00 Mandatory fields for user contact information Desctiption A short description of the user that will be visible on the main User Management screen An e mail contact for this user User Interface Mes ww Edit User demoroot lel Save c Save amp Close amp Close bE Logout amp Log gt tal Save fel Save amp Close B Close Logout B too Login Password Access Level Life Cycle Mailing List Notepad Time Zone America Vancouver v Locale Language en English v dernoroot fres Auto Demo Root Output Format Date Time Date amp Time Input Format Date Time 2003 12 31 v user Defined v user Defined v fryvv mm pp HH24 m1 55 frvyv mm DD HH24 MI SS 2003 12 31 v user Defined v frvvv mm pp HH24 m1 55 Access L
29. credit toward the account s balance in PortaBilling100 This requires the Transaction ID obtained via an Authorization Only transaction The amount must be equal to or less than that in the cotresponding Authorization Only transaction Amount to charge refund A comment on this transaction visible to the customer in the CDR browser An internal comment on this transaction not visible in the CDR browser and accessible only directly from the c 2000 2006 PortaOne I nc All rights Reserved www portaone com g 9 PORTA H Billing100 Adjusting Billing Parameters database BEEN Note f you perform a balance adjustment before an account is used it will be regarded as a change to the opening balance and will not be reflected in the CDRs For example if you create a prepaid account worth 10 then realize you have actually sold it to the customer for 20 and so add the extra 10 to the card to the customer it will look as if the card originally had 20 on it Additional Info Tab The language the user prefers when interacting with an Language IVR application Redirect Specifies the number to be sent back to the IVR in an Number authorization confirmation For example this might be a redirect to a technical support number in an IVR application Another example might be a quick dial number for prepaid accounts In this case the redirect number may be maintained via web self provisioning UM Allows the account uset to
30. m gt amp z Merchant account error Mismatch in the Destinations or Rates table Missing critical billing information Account Tariff No currency exchange rate found No remote IP authentication on your gateway Not defined or empty Called Station ld Payment error Please disable Start accounting Replication problems Task rejected Time problems NTP Format Suspicious oi m mm m m m m CIRC CR CIC INC IRI User Error Report To add different notifications for a specific user check uncheck one or more boxes on the left to select multiple Subjects The available alert types and their conditions of activation are as follows Alert Type CC Staff Error Reports Customet care your reseller s customer support may discover a problem they are unable to solve by themselves So they may need to escalate this problem to your support people When they send an error c 2000 2006 PortaOne I nc All rights Reserved www portaone com 9 g PORTA Billing 100 Fraud detection Ack Rej Err General billing misconfiguration Merchant account error Mismatch in Destinations or Rates table Missing critical billing information Account Tariff No remote IP authentication on your gateway Not defined or empty Called Station ID Payment errot Please disable start accounting System Management report from the CC web interface it will be received by users subscribed to this mailing li
31. making changes to the date and or time format on this page customers will be able to enter dates and times in the desired format throughout the entire PortaBilling100 Customer Self Provisioning Interface on invoices and so on see the screenshot below See the User Management section for examples of date and time format usage c 2000 2006 PortaOne I nc All rights Reserved www portaone com g 5 PORTA H Billing100 Adjusting Billing Parameters HEB Edit Customer gt Tid save tel Saver ciose amp cose E cons gt subcustomers 0 Logout B Log Customer Name John Reseller i Opening Balance 0 00000 USD Blocked Balance 0 00000 USD Type Reseller Address Info Additional Info Payment Info User Interface Notepad Login john Time Zone Password adali3ly Web Interface Language en English Access Level Reseller v C Periodical Payments management Enabled Output Format Date Y YY MM DD 2003 12 31 Time HH24 MI SS User Defined Date amp Time YYYY MM DD HH24 MI SS User Defined Input Format Date YYY MM DD 2003 12 31 Time HH24 MI SS User Defined Periodical Payments Periodical payments management allows the administrator and customers to set up the following parameters for automated periodical payments All the registered payments for a cus
32. noc Empty E mail NENNEN Batch wew batch The Account Generator interface is very similar to Add Account with the following exceptions Number of Accounts The number of accounts to be generated replaces Account ID Account Info tab ID prefix Preset leading digits in the account ID ID length Total ID length including ID prefix VoIP Password Can be generated automatically or left empty c 2000 2006 PortaOne I nc All rights Reserved www portaone com g 4 PORTA E Billing100 Login Password Adjusting Billing Parameters to allow end users to login using account ID only The e mail attribute of an account contains the e mail address of the account s owner so that he can reset the account s password Since many accounts will be generated at once and assigned to different owners the best choice is probably to leave this field blank Do not enter the e mail address of the person who is to receive information about new accounts in this field this e mail will be sent to the current uset who created the accounts User Interface tab Can be set as identical to the account ID or left empty to disable access to the account self provisioning interface Can be generated automatically or left empty to allow end users to login using the account ID only Callshop features DEIEMOMHET FE add E account Generator amp close Gite O TPD test Account ID
33. 00 Adjusting Billing Parameters balance e g 0 015 This is not enough to make calls to most destinations except perhaps calls to technical support and certain local calls Thus even though the account s balance is not yet zero the account is basically unusable and the customer will probably never use it The administrator 1s interested in how many accounts are in this state i e how many accounts are depleted Maintenance Defines how often to apply the Maintenance Fee The Period Maintenance Fee will be charged on the first day after an account is used for the first time and thereafter according to a specified period e g every week Maintenance Only defined when the Maintenance Period is set the amount to charge any account using this product according to the schedule defined by the Maintenance Period Account Which ACL should be assigned to new accounts created Default ACL with this product Default This menu is not available in the Add new mode but Discount you can assign the discount plan to the product after it Plan has been created Info URL URL to an external website describing product features Customers can access it by clicking on the Product Info link in the main menu of their self care interface Deda ot Accessibility NOTE The Accessibility tab is invisible in Add New mode and will appear only when editing a product To add a new Accessibility entry 1 click the Add button 2 choose
34. 1s highlighted in green Vendor Reports The Vendor Repott screen allows the user to easily download all reports that have been set for the vendor Reports for the desired vendor may be found by selecting the vendor from the list on the left side of the screen ot by entering the vendor s name in the search field and clicking the Search button The wildcard symbol can also be used c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 07 PORTA E Billing100 Mei E Vendor reports Statistics Pe aose f obees OOOO Mte he Search Colo Central CustSrys DirectNet Metrocom PaeTec RadioNet SIP ua2ua T ems Apr 2003 Mo Tulle ThFr Sa Su 18m NE EE S 15 BE BH RA LR RA EZ d 16 14 15 16 17 18 18 20 17 21 22 23 24 25 26 27 18 28 29 30 Aug 2003 Mo Tulle ThFr SaSu 31 E BH 32 ES ER RO RD RE S n 33 11 12 13 14 15 16 17 34 18 19 20 21 22 23 24 35 25 26 27 26 29 30 31 Dec 2003 Mo Tulle ThFr Sa Su JP BRER OG NET 50 8 9 10 11 12 13 14 51 15 16 17 18 19 20 21 52 22 23 24 25 26 27 28 53 29 30 31 May 2003 Mo Tulle ThFr Sa Su 18 E EJ a EL 20 12 13 14 15 16 17 18 21 19 20 21 22 23 24 25 22 26 27 26 29 30 31 Sep 2003 Mo Tulle ThFr Sa Su KEEPER 37 8 9 10 11 12 13 14 38 15 16 17 18 18 20 1 39 22 23 24 25 26 27 28 49 23 30 Jan 2004 Mo Tulle ThFr Sa Su 1 il AE 2953 B5 ZR REA If 3 12 13 14 15 16 17 18 4 19 20 21 22 23 24 25 5 26 27
35. A Billing100 Adjusting Billing Parameters Currencies The Currencies page allows you to define a method for determining exchange rates between currencies Supported methods include explicitly defined exchange rates or use of external services such as yahoo com or xe com NOTE Before relying on an external exchange rate service read its terms of use A thoroughly as the rates it provides are usually given at a delay of at least fifteen minutes from the actual values To define an exchange rate source for a currency first click ll Add in the toolbar HET Currencies E add fel save m Save amp Ciose B Close ri Logout ER Log Search ISO 4217 Dec 4 Exchange Rate Payment Minimum Edit aes E Hame digits Major Minor ULIS System Payment Method Payment Delete v v Choosing XE COM as exchange rate source you agree to the XE COM Terms of Use HEZ Currencies E add fel save m Save amp Close B Close Logout ER tog Search Cearrency_ Ccurreney Name Country ISO 4217 Dec i Edit umm ae Name digits Major Minor aie Sadar EUR wv XE com v AuthorizeNet W x Choosing XE COM as exchange rate source you agree to the XE COM Terms of Use Exchange Rate Payment Minimum Payment Method P E Delete From the Exchange Rate Source drop down list choose Manual yahoo com or xe com The specific exch
36. An access level called Access to ASR reports is provided within the PortaBilling100 installation It defines only one permission which appears as in the following screenshot Gi 4 Edit Access Level Pir 8 nad i seve ol Save Cos 7 GT EE Name access to the ASR reports Type Component Component Object attribute permissions Notepad Edit Accesstype AllowDeny Object Attribute Delete Read Allow WebForms ASR X The Access type is set to Read and the permission is to Allow This permission applies only to WebForms objects which have the attribute ASR There are four possible access types e read view the specified resource e update modify the resource e insert create new instances of the resource type e delete remove instances from the system The field Allow Deny defines whether this permission is being granted or withheld c 2000 2006 PortaOne Inc All rights Reserved www portaone com 91 PORTA Billing1OO System Management You should never have to provide fine grain permission information yourself as all possible permissions are already encapsulated in the components of your PortaBilling100 installation For this reason we will not discuss the Object and Attribute fields further in this chapter However it may be useful to know that wildcards can be used in these fields For example to allow Read access to all web pages an ACL could be defined with the
37. Batch Ctrl x SIP Status R x lt i Pages 12 3 CDRs Timer Receipt Account ID Idle days Currency Balance Credit Limit Type Product Batch Status SIP 0 amp 0118000 0 USD 269 03905 Credit Porta Internal psi phone directory ej t iion 0 USD 139 99782 140 00000 Credit Porta Internal psl phone directory Q 6 amp ohg PortaBilling100 Porta Software Ltd Netscape ME HE Receipt Jen G 0118007 pl amp 0118181 Porta Software Ltd el G 1000 902 2181 West 38th Ave o amp 1001 Vancouver V6M 1R8 Tax ID 322223 o amp 1100110011 G 1100110022 From To Country Date Time Charged time min sec Amount USD amp 1100110033 0118000 14257891106 24 02 2004 22 54 17 0 00 0 00000 5i amp SEDET 0118000 18667478647 UNITED STATES 24 02 2004 22 52 43 lei 0 02452 re S EE Total Charged Time min sec 1 12 Total Charged 0 02452 USD o 11001100922 G 11001100933 Retain this copy for your records G 12345 G 14257891106 pl amp 16044081109 16044081109 Accounts of Retail Customer PortaOne The account list screen can be used by a callshop operator to track calls made in callshop cabins to block an account after a call has been placed and to print receipts for services provided When someone wants to place a call the operator clicks the Start Timer icon which automatically unblocks the account After the call when the user is ready to pay the c 2000 2006 PortaOne I nc All rights Reserved w
38. ET Profile Management e i add asees OO i Logout Effective From Hame Type Managed By now aii v none Show Hame Type Effective From Managed By Discontinued Description Delete Old Profile Gg 26 02 2004 23 22 21 old fl Test GP 19 01 2004 23 57 08 Customer A HET Profile Management l save amp l save amp cose a abet E Name fataisetet s lt Cs Managed By PortaOne v Type cisco ATA v As Copy Of none v Effective From Date immediately DD MM YYYY o Time Heanrss SIL c 2000 2006 PortaOne Inc All rights Reserved www portaone com 59 PORTA Billing 100 Networking HET Profile Management Name aTa186 Test Effective From Date immediately DD MM YYYY Description Time HH24 MI SS Managed By PortaOne Discontinued Mode 1323 v E Cisco ATA a IP NTP Accounts Codecs amp DTMF Fax Debug H323 Call Features FXS Timeouts Ring amp Tones Provisioning Other Notepad User Name E 164 User Name Login C Phone 1 Phone 2 Enabled Enabled E164 E164 Login 1 Login n 4 Password Password Profile list mode Column Description Logical name of the profile Telephone adaptor or SIP phone Effective Date and time when the profile becomes effective From Managed By None available globally Select a PortaBilling customer to assign the profile Indicates that the curren
39. Incoming Tariff Routing Plan Billing Period Invoice Template Terms Representative Callshop Enabled Payment Info Description The tariff to be applied to this customer All outgoing calls made by accounts under this reseller will be charged according to this tariff This option 1s available only when the customer type is Reseller Tariff for charging a reseller for incoming calls e g toll free lines Only available if the ChargeCustomerForIncomingCalls feature is turned on in porta admin conr Routing plan to be applied to this customet Detines the frequency of invoicing for this customet Detines the Invoice Template for this customer See the Templates section for more information Payment terms such as Due on receipt Assigns a representative to this customer See the Representatives section for more information Customer s tax ID Detines whether callshop features timer receipt etc are available Not available for direct customers while for resellers both the reseller and a particular retail customer must have this option enabled in order to use the callshop functionality The Payment Info screen defines customer payment characteristics In addition to normal payment information preferred payment method credit card number etc there is also a Credit Limit field If left empty no credit limit is enforced Otherwise if Radius authentication is enabled calls exceeding the limit ca
40. Li 4 Edit Test drive Routing Plan KNEKT a set tose Goo vogn x Routing Plan Name Routing Plan Description For users evaluating the service routes with the best quality first Edit Up Down Route Category Name Route Category Description Default category Premium Good quality routes expensive Default Default category Economy Cheap routes average quality You can change the route category order using the and l icons Remember if a route category is not included in a routing plan then a customer with this routing plan will not have access to any such routes Click the l Save icon to make your changes take effect Test Dialplan This screen allows users to test a dialplan for a specific telephone number ot certain destinations at any moment in time HET Test Dialplan gt 8 cose dime i taco Date and Time Phone number DD MM YYYY HH24 MESS 1604 immediately Search Ctri Destination Country Description Price Preference Huntstop Route to Vendor Connection Tariff 1 1504 CANADA British Columbia 0 02 USD SHT 5 67 104 130 102 Apollo SIP Apollo via SIP Apollo SIP To test a dialplan type a number in the Phone number field The search can be performed in real time select the T stopwatch icon or click the date input format link to set a date using the pop up calendar Cit COC Price Next interval price for the given destination per minute Preference Routing preference for this desti
41. Maintenance The Maintenance tab allows the administrator to correct a customer s balance c 2000 2006 PortaOne Inc All rights Reserved www portaone com g 9 PORTA Billing10 Q Adjusting Billing Parameters El Edit Customer Customer Name EasyCall Ltd F Opening Balance 0 00000 USD Blocked O Balance 0 00000 USD Type Retail Address Info Maintenance Additional Info Payment Info User Interface Dialing Rules Notepad Action Amount Visible Comment Internal Comment Action Description Credit Customer balance in PortaBilling100 For instance if Customer complains and you have agreed to place a credit towards future service use This mean Customer ballance will be changed so Customer will be able to make more calls No action Manual charge Manual refund E Commerce Charge E Commerce Refund Authorization Only Capture Payment Action c 2000 2006 PortaOne Inc All rights Reserved www portaone com Manual Charge Customer s debit balance in PortaBilling100 for instance if you are selling SIP phones to a customer This means the balance will be changed so that the customer is able to make fewer calls Manual Refund Customer s credit balance in PortaBilling100 for instance if the customer files a complaint and you agree to give him credit toward future service use This means the balance will be changed so that the customer is able to make more calls E Comme
42. ORTA Billing1OO Administrator Interface eu du 108 MO ices cae sats E m 108 c 2000 2006 PortaOne I nc All rights Reserved www portaone com 3 PORTA Billing1OO Administrator Interface X 60 Preface This document provides a general overview of the PortaBilling100 administrator web interface Where to get the latest version of this guide The hard copy of this guide is updated at major releases only and does not always contain the latest material on enhancements occurring between minor releases The online copy of this guide is always up to date and integrates the latest changes to the product You can access the latest copy of this guide at http www portaone com resources documentation Conventions This publication uses the following conventions Commands and keywords are in boldface Terminal sessions console screens and system file names are displayed in fixed width font Caution means reader be aware You are capable of doing something that might result in a program malfunction or loss of data NOTE Means reader take note Notes contain helpful suggestions or references to materials not contained in this manual Timesaver means that you can save time by performing the action described in the paragraph Tips are information that might help you to solve a problem Document Objectives The target audience of this document are system administra
43. PORTA ONE Porta Billing 100 Maintenance Release 10 Administrator Interface www portaone com PORTA Billing1OO Administrator Interface Copyright notice amp disclaimers Copyright c 2000 2006 PortaOne Inc All rights reserved Administrator Interface V 1 10 3 December 2004 Maintenance Release 10 Please address your comments and suggestions to Sales Department PortaOne Inc Suite 400 2963 Glen Drive Coquitlam BC V3B 2P7 Canada Changes may periodically be made to the information in this publication Such changes will be incorporated in new editions of this 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 of the license agreement It is against the law to copy the software on any other medium except as specifically allowed 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 electronic mechanical photocopied recorded or any other means without the prior written permission of PortaOne Inc The software license and limited warranty for the accompanying product are set forth in the information packet supplied with the product and are incorporated herein by this reference If you cannot locate the software license contact your PortaOne representative
44. RTA Billing100 Adjusting Billing Parameters Next interval Price first Price next Effective Exact time when the rate becomes effective Click the 3 Time icon to make the rate effective immediately Click the DD MM YYYY link to set up the desired date using a pop up calendar Indicates if this rate uses a call rating formula The icon indicates that there is no formula thus old style rating is used The f icon indicates that the rate already has a formula defined Click on the icon to invoke the call rating formula wizatd Rates Hidden This means that the rate is excessive e g properties there are usually more than 500 rates for Argentina mobile because of different prefixes This flag does not affect usage of the rate by the billing engine It simply indicates that this rate may be omitted when making a list of rates for the end user Discontinued Note that marking a rate as discontinued takes effect immediately you cannot discontinue a tate sometime in the future Forbidden This means that no calls are authorized fot this particular destination Delete Click the delete icon to delete this rate Only rates which are not yet active can be deleted The following columns are available only for tariffs of the Routing type Route Route category selected from among those already Category defined If you do not wish to use different route categories use the Default one Preference Routing priority for this dest
45. T Add Template Name rest Template Type Tariff Upload v Media la cC C B As Copy Of Tariff Upload CSV Tariff Upload CSV Tariff Upload CSV Routing Tariff Upload CSV Volume Default CSV test test route ext Desctiption The logical name of the template object c 2000 2006 PortaOne Inc All rights Reserved www portaone com 31 PORTA Billing100 System Management Type One of the following Destinations Upload reserved for internal use Destinations Download reserved for internal use nvoice Tariff Upload Tariff Download Media One of the following media types CSV Comma Separated Values XLS Excel E Print format HTML PDF only applicable for templates of the Invoice type As copy of PortaBilling is supplied with a set of default templates for each type of document i e for both information upload and download Documents in print format i e invoices can only be downloaded from the system After selecting Type and Media the list will be populated with the default template always on top of the list all existing templates with the current Type and Media formats will be listed under the separator To enter editing mode for this template save your input using the Save amp Close button Next select the template you would like to edit from the Templates window Edit Template HE Edit Template gt a Save i Save amp Close close ones PB
46. To edit an existing connection click the Edit E icon next to the desired connection modify the necessary fields and select l Save The following fields and functions are provided in the listing Copies the connection information into the edit row Load Opens the load graph for this connection The following three columns are only avatlable for PSTN connections Name of the node used for this connection Port Only on PSTN related connections The specified port for PSTN origination or termination The port can be set using wildcards match any symbol match any sequence of symbols The wildcard symbols and P should not be used CLD Only available for PSTN from vendor connections Specifies the access number which the customer dialed in order to reach your network The following column is only available for VolP connections Remote IP IP of the remote gateway The value in this field should be in one of the following forms e IP address e g 23 45 67 89 e IP address and pott e g 34 56 78 90 5062 This is required if the remote gateway uses port different from the standard one Special keywords ANY or SIP UA For the prefix based connection matching specify a value in the form of PREFIX NNN where NNN is the actual prefix For example c 2000 2006 PortaOne I nc All rights Reserved www portaone com 19 PORTA H Billing100 Adjusting Billing Parameters PREFIX 345674 Translation
47. a cese pnr far wi CDRs Timer Receipt AccountID Idle days Currency Balance Credit Limit Type Product Batch Status SIP pl amp 1001383877 12 USD 7 16000 Debit Prepaid cards cards 2004 01 o amp 1013332891 12 USD 4 92567 Debit Prepaid cards cards 2004 01 el G 1020777721 12 USD 0 00000 Debit Prepaid cards cards 2004 01 i fs G 1026510894 12 USD 9 20000 Debit Prepaid cards cards 2004 01 pl amp 1031179746 12 USD 9 76667 Debit Prepaid cards cards 2004 01 0 G 1032720663 12 USD 7 87333 Debit Prepaid cards cards 2004 01 o 1034753937 USD 10 00000 Debit Prepaid cards cards 2004 01 o amp 1040638905 USD 10 00000 Debit Prepaid cards cards 2004 01 o amp 1042317129 USD 10 00000 Debit Prepaid cards cards 2004 01 D amp 1052617150 USD 10 00000 Debit Prepaid cards cards 2004 01 9 Fe Q 1057877041 12 USD 4 64786 Debit Prepaid cards cards 2004 01 Once specified clicking on Account ID will take the user to the Account Info for that account G MA Account Info Retail Customer Pre paid card test gt tel Save i Save Close CDRs l Ratetookup Logout Bio Account ID 1020777721 Product USD Prepaid cards ith Blocked Balance 0 00000 USD Zero Balance User Agent Account Info Additional Info Life Cycle User Interface Notepad Customer Pre paid card test Zero Balance Date 2004 02 21 Type Dehit Opening Balance 10 00000 USD VoIP Password Auto Refunds 0 USD E mail EEE Non call
48. a destination group G Hj Edit Destination Group Set X Telecom DIETT al Save Clos Si download Rue Ln Search Cane Cera t Edit Destination Group Name Prefixes Delete El i Edit Destination Group Set X Telecom MEL El Save Case vomiond used P Search Gem Csr Destination Group Name Prefixes Delete Eee cz Mobile E Destination Convenient short name for the destination group e g Group Name UK Mobile It will be used to enter new rates for this group of destinations Prefixes List of prefixes included in this group For a destination group with many prefixes only the first few will be displayed Click on Destination Group Name to see a complete list of destinations belongi Managing destinations prefixes within a group Click on the hyperlinked destination group name to edit its contents Click on S Add to add more prefixes to the destination group c 2000 2006 PortaOne Inc All rights Reserved www portaone com 43 PORTA E Billing100 E A Edit Destination Group CZ Mobile add cose Logout Bl tog li M Add Destinations to Group CZ Mobile Prefix Country Description gt ABCDEFGHIJKLMNOPQRSTUVWXYZ Country Description System Management Delete Pe a sare o cel tog li M Add Destinations to Group CZ Mobile Prefix Coulhtry Description L e a sae a aose o o e 420 Select
49. a node and tariff from the drop down lists 3 type in the CLD value if any 4 click the l Save button To edit the Accessibility list 1 click the E Edit button 2 choose a node and tariff from the drop down lists 3 type in the CLD value if any 4 click the l Save button Accessibility by CLD Feature requires Authorization of each account prior to a call PortaBilling proprietary attribute must be passed in the authentication request This can be done by modifying your TCL call control scripts c 2000 2006 PortaOne I nc All rights Reserved www portaone com 7 4 PORTA H Billing100 Adjusting Billing Parameters Online signup Note This tab is available only when the product is managed by a reseller Online signup is a reseller feature it allows automated creation of accounts and sub customers if necessary when an end user fills in a subscription form and payment card information and then having successfully completed the subscription process receives the credentials necessary to make phone calls E A Edit SmartCall Product gt e Save i Save amp Close close Rate Lookup amp Objects Ptow Product Name Smantcall Currency USD Managed By Test Wholesale General Info Web Subscription Accessibility Notepad HTTP REFERER J https derno portaone corn subscribe html Validation Module Porta pm Continue URL https demo portaone com finalize subscr html N
50. ange rate is defined on the Exchange Rates page available from the PortaBilling home page The next drop down list shows all payment systems registered by the system s administrator Choose one which will be responsible for all payments in this currency using the account If this is not needed select an empty value Because of charges for the use of payment systems it is recommended that a non zero value be entered in the Maximum Allowed Payment field Select l Save or click the m Save icon in the Edit field to make your changes take effect c 2000 2006 PortaOne Inc All rights Reserved www portaone com 5B PORTA E Billing 100 The ISO 4217 currency code is normally composed of a country s two character ISO 3166 country code plus an extra character denoting the currency unit For example the code for Canadian Dollars is simply Canada s two character ISO 3166 code CA plus a one character currency designator D Currency unit names major and minor are not defined in ISO 4217 and are listed in the table only for user convenience Visit BSI Currency Code Service ISO 4217 Maintenance Agency website http www bsi global com for more information Exchange Rates Adjusting Billing Parameters All exchange rates used within the system are listed The Effective drop down list allows you to define whether only current exchange rates Now or all exchange rates ever used gt Now will be shown
51. as to keep them separate from PortaBilling100 s built in ACLs e By convention when defining a new user ACL for example DemoUser we append access to the name of a component DemoUser access to include any dependant components You should now have the skills necessary to implement the PortaBilling100 security model and customize it to suit your business environment Default User ACLs PortaBilling is supplied with the following predefined ACLs Root Super User read and write access to all PortaBilling objects Like Root user but with some limitations cannot create new users cannot modify company info read only access to Destinations Currencies Nodes Bookkeeper Read only access to billing information Tariffs Products can change balances for Accounts Customers block unblock no access to c 2000 2006 PortaOne I nc All rights Reserved www portaone com 95 PORTA Billing1OO System Management CDRs access to reports Helpdesk Read only access to billing information Tariffs Products can modify Customer and Account parameters access to Trace Call User Management The User Management screen shows existing users registered in the system and also allows you to edit current user information and to add and delete users To add a new user select the 3l Add button from the pager The user list table contains the following information and operations HET User Management
52. ated on gateway B is he using the service of gateway A or B or both The correct answer is that the service is said to be provided at the point where authorization is performed In the example above since PIN authorization is performed on gateway A then it is gateway A which must be listed in the accessibility 2 Identification of the access number method on that gateway This parameter allows you to use different types of services on the same gateway for example according to the access number the customer has dialed Access number is a very common case in fact you can use any string so long as it is provided by the application which handles the call 3 Originating line information You can separate accessibility entries based on originating line information e g if the call was made from a home phone ot a pay phone Make sure your telecom provider supplies you with this information in the call setup c 2000 2006 PortaOne I nc All rights Reserved www portaone com 72 PORTA H Billing100 Adjusting Billing Parameters HEC Add Product gt E sove fasavendoe Bae toe Product Name m artc all d Currency USD US Dollar Managed By None v General Info Breakage 0 10 Maintenance Period weekly Maintenance Fee 0 05 Account default ACL Account self care Y Info URL http www mydomain com smartcall Description SmartCal
53. ave server Rates Peak and off peak prices It is possible to have two different sets of prices one for peak and one for off peak time A call is always billed using one rate or another this also applies to calls which start in the off peak period and end in peak or vice versa i e there is no pro ration See above regarding how you can define whether the peak or off peak rate should be used in this situation By default everything is considered peak time c 2000 2006 PortaOne I nc All rights Reserved www portaone com 62 PORTA Billing100 Adjusting Billing Parameters Off peak periods are defined using a powerful and flexible Time Period module The Off Peak Period Wizard is also available to help you construct a period definition in an easy manner Charging the call old style method K eg o N Co Connect Free 1 2 3 4 5 Fee Seconds Postcall surcharge Figure 4 1 Figure 4 1 demonstrates how calls are charged A Connect Fee is charged immediately upon connection and all calls shorter than First Interval 1 will be rounded to First interval seconds Free seconds are granted after the First interval so this part of the call is not charged Calls longer than First interval Free seconds will be rounded up to multiple Next interval seconds After that a Post Call Surcharge is applied The call illustrated in the figure above will be charged using the following formula Amount_Charged Connect_Fee
54. ber Time Zone Ctrl Account ID D 18667478647003 2 2 D 18667478647004 29 D 18667478647005 12 Microsoft Internet Explorer EG 2 Idle Balance days USD 0 51483 0 15368 1 08376 Following changes Expiration Date UM Enabled will be applied TO THE WHOLE BATCH ARE YOU SURE i Cancel Open Balance USD 0 00000 0 00000 0 00000 Credit Limit USD Type Product Status SIP Credit Porta Internal Porta Internal Porta Internal Credit Credit Account ID The primary identification alphanumeric string of this account an Enter control numbers and or number ranges separated by commas For example 1 3 8 12 ACCOUNTS Expired Status c 2000 2006 PortaOne Inc All rights Reserved www portaone com sk iti Zero balance PORTA H Billing100 Adjusting Billing Parameters Not active Blocked amp Credit exceeded Customer blocked see Edit Customer Click via Ctrl or enter control numbers and or number es separated by commas For example 1 3 8 12 The batch update pane can be activated by selecting a batch in the filter at the top of the interface or by selecting the batch name from the list of customers accounts The basic functionality of this update pane allows users to specify which attributes of all accounts in the results set should be modified For example in order to increase the balance of all accounts by 10 USD the
55. button to set the login as identical to the c 2000 2006 PortaOne I nc All rights Reserved www portaone com 93 PORTA H Billing100 Adjusting Billing Parameters Account ID User interface password for the account Access Access level assigned to the account Level Time Zone Time zone for the account Web Displays the account user interface in a particular Interface language Language Account Generator The Account Generator should be utilized when large numbers of accounts are to be generated for example when issuing prepaid cards so that individual accounts need not be entered manually The account IDs will be randomly generated as will the web password so as to prevent possible defrauding The generation process will run offline so the accounts will not be visible from the Account Management page until it is completed Once finished the customer will receive an e mail notification regarding task completion as well as another e mail listing all the accounts in CSV format with the values Batch Control Number a sequential index PIN Account ID Web login by default identical to the account ID and Password the web password G Account Generator for Wholesale Customer Customer B Number of accounts 1000 Product usp Callshop booth v Blocked F Opening Balance o Type amp Debit C Credit C Voucher ID prefix IdENEN ID length h2 Credit Limit VoIP Password oma
56. ck in time by 50 of the current timeframe Forward in time Click the icon or the right part of the graph to move forward in time by 50 of the current timeframe Back in time Click the icon or the left part of the graph to Reports The middle portion of the report screen 1s a one year calendar PortaBilling keeps reports for one year after which time they are removed from the system The current month is displayed in the bottom right hand cornet of the calendar Look at the following legend for the calendar i 2 3 4 5 6 KEL Ne Ho Tu We Th Fr Su 9 b vg 4 43678 9m 11 di 12 13 14 f 16 17 12 19 19 20 21 22 23 M 13 25 26 27 20 29 30 31 1 If present this arrow notifies the user that the report for this month is available for download by clicking the month link 2 Three letter abbreviation for the month followed by the year 3 If present this arrow notifies the user that two semi monthly reports are available for download by clicking the links on the right c 2000 2006 PortaOne I nc All rights Reserved www portaone com 1 0 9 PORTA Billing1OO Statistics 4 Click this icon to download statistics for the first half of the month 5 Click this icon to download statistics for the second half of the month 6 Numbet of the week in the current year No report was generated for this week so there is no link 7 Same as 6 but a report has been generated and may be downloaded by clicking the link
57. conciliation Period See Part I of this guide for more information Invoices The Invoices screen allows the administrator to view all invoices generated by the system in the current environment The desired invoice can be found by its number Groups of invoices can be searched by selecting a customer and a date range c 2000 2006 PortaOne I nc All rights Reserved www portaone com 108 PORTA L4Billing1OOQ Statistics Invoices iem Search for invoices entering invoice No OR selecting Customer and Date range Invoice No EE Customer ALL From 01 10 2002 To 05 11 2002 Search View Ho Customer Date Status Period From Period To Amount Due 8 Wholesale Cust 2002 10 05 2002 09 01 2002 09 30 254 34 USD 7 Performance customer 2002 10 01 2002 09 01 2002 09 30 70 30 USD 6 Retail Cust 2002 10 01 2002 09 01 2002 09 30 2375 67 USD 4 Wholesale Cust 2002 10 01 amp 2002 09 01 2002 09 30 354 34 USD Select the Preview Ts icon in the result list to view or print the selected invoice The Locked B3 icon appears when an invoice has been delivered to the customer and cannot be changed An invoice is considered delivered when the customer receives an e mail with the invoice attached ot clicks the Preview icon in the Invoice section of the customer self provisioning interface If the invoice 1s not locked it will be automatically updated if the balance changes re costing of calls for example otherwise a new invoice w
58. ctions seem slow or in other debugging scenarios c 2000 2006 PortaOne Inc All rights Reserved www portaone com 104 PORTA Billing 100 Statistics V i e E a Database Load rumui sm T Tur Mar 02 42 23 7004 Thu Mar 4 07 40 53 2004 100 T Ey a ay mnt v v r m Master ee eee eee m Uni 00 12 00 10 00 00 CO Uni CK 12 00 10 00 00 ox Bl eer of queries number of threads Q Connections The Connection Load screen provides the user with access to load graphs for all connections set up in the system To view the graph select the vendor to whom the connection being searched has been assigned from the list on the left side of the screen Also the search feature may be used by entering the vendor s name in the search field and clicking the Search button For a search wildcard the symbol can be used After locating the vendor all the connections related to this vendor will be displayed on the right side of the screen grouped similarly as on the Connection Management screen PSTN from Vendor PSTN to Vendor VoIP to Vendor and Proxied VoIP to Vendor Click the description under the corresponding connection type to view the Load Graph for a given connection HET Connection Load ue overs tot Vendor PSTH from Vendor PSTN to Vendor VoIP to Vendor Proxied VoIP to Vendor se Search Toll free Colo Central direct CustSrvs via IP
59. ctly associated with calls the account has made for instance a maintenance fee or login fee Maintenance Tab Description Manual Charge The debit account balance in PortaBilling100 for instance if you are selling SIP phones to a customer This means the balance will be changed so that the account 1s able to make fewer calls Manual Refund The credit account balance in PortaBilling100 for instance if the account files a complaint and you agree to give credit toward future setvice use This means the balance will be changed so that the account 1s able to make more calls E Commerce Charge Transfers a given amount from an account s e commerce account to a company merchant account and issues credit toward the account s balance in PortaBilling100 E Commerce Refund Transfers a given amount from a company merchant account to an account s e commerce account for instance if a customer account files a complaint and you agree to a refund This transaction will not affect the account s balance in PortaBilling100 Authorization Only Verifies whether the account s e commerce account is valid and reserves a given amount This will return a Transaction ID which may be used later in a Capture Payment transaction This transaction will not affect the account s balance in PortaBilling100 nor the account s e commerce account Capture Payment Transfers a given amount from an account s e commerce account to a company merchant account and issues
60. d in the config by doing so you accept the responsibility for any legal issues related to use of this billing feature o Duration Less Than sec Threshold for increasing call duration The system will choose the entry with the maximum applicable threshold Thus if there are entries with 120 300 600 900 and ANY seconds and a call is made for 7 minutes the second entry will be applied ANY is a special case and it means any other call duration there must always be such an entry in the formula o Increase call duration Defines how the call duration should be changed increase in percentage a 0 value means that the call duration should not change Note that for several entries with an increasing threshold the percentage values must increase as well Thus you can have the entries 180 3 300 5 ANY 7 but you cannot have 180 5 300 4 ANY 3 Managing rates offline The rates table may be prepared using a spreadsheet processor e g MS Excel and easily imported into PortaBilling This is very convenient if you ate going to make many changes For example you might increase all prices by 10 To upload your rates file proceed as follows 1 On the Tariff Management page click on the tariff name 2 In the Edit Tariff window click the tl Upload CSV icon c 2000 2006 PortaOne I nc All rights Reserved www portaone com 67 PORTA H Billing100 Adjusting Billing Parameters 3 Inthe Upload Rates window
61. description of this feature in the PortaBilling100 User Guide Rate Formula Wizard e id save m savexciose 9 gose TT Interval sec Price USD min First Hext First Hext 1 fa 0 15 0 15 Formula mry 10 ADD U SEQ 60xNxpricel Global Intervals Add Duration Available Intervals z Interval Count N intervals of 60 seconds First price USD min Fixed Surcharge Custom i times ala cei until the end of the Unlimited Duration Custom Set First Interval Next Interval Price Custom USD First Price Next Price O Intervals c 2000 2006 PortaOne Inc All rights Reserved www portaone com 66 PORTA Billing 100 Adjusting Billing Parameters Here you can construct the actual call charge plan by defining a sequence of time intervals and surcharges 1 Choose the element type from the list at left Available 2 Fill in the element parameters such as interval duration price etc 3 Click the Include button to add this element to the formula Rate Formula Wizard gt E aaa i sove m savescise aose NT Interval sec Price USD min Hext First Next 1 0 15 0 15 Global Intervals Add Duration Edit Duration Less Than sec Increase call duration Delete ANY 180 0 300 3 900 5 ANY 8 Add duration NOTE This option must be enable
62. e B Operator Network owner Responsible for internetworking and wholesale in its network A connection defines the point where a call travels between the networks of two operators one of whom is a PortaBilling owner At this point we will create a CDR for the vendor the other operator describing our costs Also if this was an egress call we will create CDRs for both the account and the customer c 2000 2006 PortaOne I nc All rights Reserved www portaone com 78 PORTA H Billing100 Adjusting Billing Parameters The Connections Management screen is broken down into call leg types using four tabs PSTN from Vendor PSTN to Vendor VoIP to Vendor and Proxied VoIP to Vendor Under each tab there is an edit row and then a list of the existing connections for the given type HB Vendor VoIP Doctors connections PSTN from vendor from Vendor PSTN to Vendor VorP to vendor Proxied oIP to vendor to Vendor Proxied VoIP to Vendor Edit Load Hode Port Transl Rule Outgoing Rule Tariff Description Capacity Delete aarev v Apollo SIP v 8 fti mera SON volume test Eastermination 120 x Microsoft Internet Explorer X 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 To add a new connection enter the information in the edit row and then select M Add
63. e View icon to go to a detailed page describing the call List of possible reasons for disconnect Normal competed cal Carn sice eror I Ged side eror MD E B Normal uncompleted call i Call progress code REI c 2000 2006 PortaOne Inc All rights Reserved www portaone com PORTA EK Billing100 Help Desk Call Trace detail The detailed Call Trace Results page shows additional call details such as the h323 conf id for the call and the setup time as well as a detailed breakdown of the charges applied to each entity accounts resellers and vendors You may view the connection details for a particular vendor by selecting the Connection EY icon On the subsequent connection detail page you may view all connections for a particular vendor by selecting the Connections icon HN Call Trace Results E Error Report 8 viewlog B close obiets toot H323 conf id 8E335D67 BCFB11D8 85509E90 21E300EF Setup time sec 24 Duration sec 3 Account Customer Vendor User UTC 9752135872 APHY T Systems porta support Europe Moscow America Hew York America Hew York America Hew York Connect Time 03 04 2004 10 15 15 03 04 2004 13 15 15 03 04 2004 05 15 15 03 04 2004 05 15 15 03 04 2004 05 15 15 Disconnect Time 03 04 2004 10 15 18 03 04 2004 13 15 18 03 04 2004 05 15 18 03 04 2004 05 15 18 03 04 2004 05 15 18 ACCOUNTS Account CLI ani CLD dnis Country Description Setup Time min sec Charged time min sec C
64. evel Time Zone Web Interface Language c 2000 2006 PortaOne Inc All rights Reserved www portaone com The new user ID to be used at login and elsewhere throughout the system The password for this login An easy to remember password may be automatically generated by pressing the Auto button The ptivileges or role associated with this user See the Access Levels section for more information The language to be used on the admin web interface for this user 2 PORTA Billing1OO System Management For a description of the input and output formats please refer to the Common Features section Life Cycle This allows the administrator to setup the user account s activation and expiration dates HE Edit User demoroot FE Calendar Mozilla op Address Info User Interface Life Cycle Mailing List Notepad EB Activation Date 2004 02 20 YYYY MM DD E Expiration Date YYYY MM DD The account will not expire if the Expiration Date field is left blank Mailing List PortaBilling dispatches e mail alerts e g error messages and notifications during normal production E mails are dispatched to each user according to the Mailing List settings HET Edit User demoroot Pe E save fel save dlse oe Pte E too Address Info User Interface Life Cycle Notepad Subject CC Staff Error Reports Error in translation rule Fraud detection Ack Rej Err General billing misconfigurations
65. f Care Interface CC Staff Customer Care Staff Interface Accounts Interface for account owners also accessible by the system administrator via Customers gt Accounts gt View CDRs Vendors Interface for your termination partners The top right hand side of the interface provides users with the following information 1 The time zone where the current user operates Hover the cursor ovet this link to select a time zone for your current session 2 Login name of the user currently logged in 3 Context help for the current screen Clicking this link will pop up the Help window 4 Logout button Used to finish the current session or when necessaty to re login as another user 5 View Log This link is only available to users with corresponding access rights and where applicable Clicking it will pop up a window showing all logged activities performed on the current screen On the toolbar there is often also a list of the available actions relative to the current page c 2000 2006 PortaOne Inc All rights Reserved www portaone com g PORTA Billing 100 Introduction This toolbar acts as the equivalent of the File menu for the application i e it is the usual location for the Save Close and Add operations Delete an object in the database If you see the icon L next to an object name in the list of objects this means it can be deleted from the system Note that only objects which are
66. field in the Address Info tab Currency The currency must be specified by selecting it from the drop down list of available currencies c 2000 2006 PortaOne Inc All rights Reserved www portaone com 16 PORTA H Billing100 Adjusting Billing Parameters Opening The starting balance for the vendor Balance The information in all other tabs is optional and need not be specified when creating the vendor Maintenance The Maintenance tab allows the administrator to correct a vendor s balance Action Manual charge Use this transaction to adjust the vendor s balance in case of non call related charges from the vendor For instance if the vendor has charged you for an equipment purchase Manual refund Use this transaction if you have received credit to your account For instance if you complained about the vendot s service quality and have agreed for certain funds to be credited toward future services Visible comment A comment on this transaction visible to the vendor in the CDR browser Internal comment An internal comment on this transaction not visible in the CDR browser and only accessible directly from the database Additional Info Billing Period Defines the frequency of invoicing for this vendor User Interface The User Interface tab content is identical to that described in the Common Features section of Admin Interface Part I Accounts When you send traffic to the vendor s network bot
67. finition Web Upload Download Choose appropriate templates for web upload download of tariffs Read more about this in the Templates section E mail Upload HE Edit Apollo SIP Tariff Bl add il Save amp Close i Download Upload Rates dE Objects PB Logout E Log Name Apollo SIP Currency USD Type Routing General Info Web Upload amp Download Email Upload Notepad Edit Type From Key Template Disabled Delete test CSV v E la tariff exchanqevoice net xd mo 16 test x 8 price voicebandglobal com princet pal Default XLS Tariffs can be uploaded to the system from an e mail received with an attached document in either CSV or XLS format Edit Click the Edit icon to copy the current row in the form above for editing Uploaded document type either CSV or XLS file Sender s e mail to prevent unauthorized access only trusted e mail will be allowed Security key tariff will be accepted only if the correct key is specified in the message s subject line or body Select a template to map information in the uploaded file using PortaBilling Read more in the Templates section Disabled Disable receipt of tariffs from this source Click the delete icon to remove the source NOTE Due to the security risk the processing of incoming e mails is turned off by default To reactivate enable e mail forwarding to the mail processing script in the etc aliases file on your sl
68. following permissions Access type Read Allow Deny Allow Object WebPages Attribute e As may be guessed the in the attribute field means all attributes NOTE Should you find it necessary to modify these basic components or create new ones please contact PortaOne Support We can provide you with a list of Object and Attribute resources or otherwise assist you in maintaining ACLs Components and User ACLs Components will be made up of zero or more permissions and can include other components as dependencies If access level ACLX includes access levels ACL1 ACL2 and ACL3 or in other words is derived from ACL1 ACL2 and ACL3 then ACLX will contain all the permissions defined in ACL1 ACL2 and ACL3 along with all of the access levels they in turn are derived from What happens if there is a contradiction for example if ACL1 denies read access to Accounts password and ACL2 grants it In such a case the first available definition will be used Thus in the example above access will be denied according to ACL1 which is first in the list of included access levels In addition to these a component has several other aspects When editing a component you will first see a screen as in the following screenshot c 2000 2006 PortaOne I nc All rights Reserved www portaone com 99 PORTA Billing100 System Management HE Edit Access Level f l Save lg Save amp Close n S
69. for a copy All product names mentioned in this manual are for identification purposes only and are either trademarks or registered trademarks of their respective owners c 2000 2006 PortaOne I nc All rights Reserved www portaone com 1 PORTA Billing1OO Administrator Interface Table of Contents Document OD CCS Secs een 4 How to Get Technical Assistance sss 5 Hardware and Software Requirements sse 5 M ME ORCI ado g P E E E M 6 mie marseille ECUN EE RT 8 ETNE S ocean tiens Comet nT Seren tds pU russe IDEE 9 2 System Management eese eene 14 MT 15 NESE 20 user MEG 26 Mel 30 RENNE 30 NE 31 BES dl 0 EE 38 Destination Group Sets seen 42 3 NAVN 46 NT 47 ROU B 00 MIR RR Ov N 49 ROUNO B od gt T RN 50 FAD 51 Vo EE 52 ME 53 4 Adjusting Billing Parameters 55 MIT s esse uite onu MM DI M E 56 Exchange Rila EEE E EAEE 57 FR 58 POUC EEE 68 TN 75 Gog 1190 EE EE 78 Customer Management i isevveveverseserererreveverseseseverseseseverseseverseseseverseseverssseseversene 80 FOM Nr 88 5 MAPPEN ise aet N ee ee Eco en ees 97 ME 98 eeo EE 99 6 TUG ooo REE RRR ERE 101 System Load EE RR 104 DabaDa5e LOBO uocem EINER NM MEME 104 SEE ERR EN EE 106 GE EEE 107 Vehndor RODO EE EEE 107 Ste fa EE 108 c 2000 2006 PortaOne Inc All rights Reserved www portaone com 9 P
70. g 2002 24 Aug 2002 na 01 35 35 01 35 35 atch 23 4ug 2002 23 Aug 2002 20 51 50 21 30 12 This feature is available for all CDR browsers where it necessary to sort the displayed information according to different criteria The table header cell with the orange triangle shows the sorted row A triangle pointing downward indicates descending order while a triangle pointing upward means ascending order Sorting is available for all columns with a bi directional white arrow in the top left hand corner of the header cell To sort a column simply click on the header click the same column again for the opposite sorting order Another handy feature for sorting tables is that the table header is always visible even if you scroll to the bottom of a large table which does not fit completely on the screen Multiple languages PortaBilling uses a flexible and extensible localization system Every user of the system admin user account customer vendor customer care admin can choose the language of the web interface for his session This of course does not affect other users thus user John can work with the system using English as his interface language while user Peter can make use of Chinese simplified as his language Currently PortaBilling supports such commonly used languages as Arabic Chinese French German Portuguese Russian and Spanish in addition to English New languages may easily be added on request please contact Por
71. h as a point in the future or one too far in the User Error Report past Your customer support may discover a problem they are unable to solve by c 2000 2006 PortaOne I nc All rights Reserved www portaone com 9g PORTA Billing1OO System Management themselves e g only your network administrator can do it So they may need to escalate this problem to your technical staff When they send an error report from the web interface it will be received by the admin users subscribed to this mailing list Mailing List The Mailing List Management page allows you to define which e mail alerts are to be sent to different users See Mailing List Subscription HET Mailing List Management Pr Gee a omens fi temi B te User Subject aii users v faz types v User Subject andrew Merchant account error Mismatch in the Destinations or Rates table cats NONE djason NONE helpdesk NONE kapitan NONE keeper General billing misconfigurations Select a user from the User drop down list to view which mailing lists a particular user is subscribed to Select a mailing list from the Subject drop down list view all users subscribed to a particular mailing list Representatives Your business may need to track income associated with people with whom you have a business relationship These people may sometimes be employees while in other cases they may be a dealer a partner at a law firm ot an i
72. h is a placeholder for all inserted information A table or a table cell within a table can be moved and scaled by dragging the cell handlers Double click a table or a cell within a table to enter cell editing mode where you can type in or edit a cell s text To change the attributes of a cell s text make sure the cell is selected 8 black square handlers are visible and set the text attributes in the toolbar on the left X Changing the text attributes of a cell in the Toolbar will affect all text in the current cell To change the attributes of part of the text enter cell editing mode double click select that part of the text and use the keyboard shortcuts listed below Context Menu c 2000 2006 PortaOne Inc All rights Reserved www portaone com 35 PORTA Billing100 System Management Header The context right click menu provides you with Fels greater conttol over tables and other objects and allows certain data located in the PortaBilling database nsert Row ll Insert Col to be displayed in the table cell Right click on a table E Remove Row ot cell The three top elements of the context menu i bee el cotrespond to the template components tabs for an Tu Send Back j invoice for example these would be Header Fields A Bring To Front EST and Footer Users can also set the order of all objects X Delete in the window and clone ot delete selected objects Select one of the menu elements to activate a subme
73. h parties are interested in securing the connection so that no one else can send traffic to the vendor as this would then be billed to your account When using SIP it is possible to do this in a very convenient and secure way by using digest authentication In this case the vendor will provide you with a username passwotd which will be used to authorize every outgoing call from your network to this vendor Here you can enter information about c 2000 2006 PortaOne Inc All rights Reserved www portaone com 77 PORTA Billing100 Adjusting Billing Parameters such accounts so that they can be provided by billing to the SIP server automatically He Edit Vendor gt lel Save fal Save amp Close amp Close B CDRs Connections J objects Dtogot Ed og Vendor Name voip Doctors Opening Balance 0 00000 USD Balance 0 00000 USD Address Info Maintenance Additional Info User Interface Accounts Notepad Edit Hame Login Password ee 4 cure voipdoctors com cure bite istis x nurse woipdoctors voipnurse beetle x Connections Definitions Network VoIP network one or more VoIP entities that belong to a single operator Connection Point of change of network ownership Defined as a set of physical and logical parameters i e IP Port Timeslot Call Type Call Direction etc Operator A Operator B Cost A Revenue B Cost A Revenu
74. harged amount RUR History Disconnect Reason 9752135872 89112825114 492213604958 GERMANY Cologne 0 24 1 00 2 00000 60x2 Normal call clearing WHOLESALE CUSTOMERS Customer CLI ani CLD dnis Country Description Setup Time min sec Charged time min sec Charged amount USD History Disconnect Reason APNY 89112825114 492213604958 GERMANY Proper 0 24 0 30 0 01236 30x0 02473 VENDORS Co Vendor CLI ani CLD dnis Country Description Setup Time min sec Charged time min sec Charged amount History Disconnect Reason gj T Systems 89112825114 492213604958 GERMANY Proper 0 24 0 03 0 00064 USD 1x0 01284 2x1x0 01284 EE v HET Connection cose 4 obees i tog H323 conf id Vendor T Systems Type PSTN to Vendor Node xo apollophone com Port ISDN 3 D Translation Rule s 00 Tariff vT Systems Description via T1 Account Info The Account Info page is provided for Help Desk staff responsible for answering questions by account holders The interface requires that the account holder provide the Help Desk with an account ID or batch and control number The Help Desk operator can also browse CDRs for this account by selecting the Browse CDRs El icon c 2000 2006 PortaOne Inc All rights Reserved www portaone com 9g PORTA EK Billing100 Help Desk HE Accounts of Retail Customer Pre paid card test Bae PB tegit Account ID Customer Batch Ctrl amp SIP Status 109 Pre paid car
75. he following information Description Abbreviated The number the end user will dial on his phone to Dial The number the call will be forwarded to You may enter the ID of one of the customer s accounts use the EI icon for a pop up window where you can see all of them or any phone number If you do not enter anything in this field then the abbreviated number is considered to be a direct number or dial as is This is useful for making sure that special numbers e g 112 will never be converted by other translation rules Description Description of this abbreviated number e g Andrew s IP phone c 2000 2006 PortaOne Inc All rights Reserved www portaone com 97 PORTA H Billing100 Adjusting Billing Parameters In order to define the phone number format which is used by this customer s accounts click Dialing rules wizard to activate the wizard Dialing rules wizard e feae LLL Your country code Sample settings Your area code North America WA 7 digit number dialing North America BC 10 digit number dialing Your International dialing prefix e g Of f Europe Czech Rep always dial using the areacode 00 0011 0 Europe Czech Rep local and domestic dialing obsolete Australia Sydney Prefix for accessing outside phone network Prefix for domestic calls but outside ofyour 1 area code e g 0 Check yourself To call outside of your
76. he Customer Management screen you may view a list of all registered customets or use search filters to display a specific set of customers only Filter value All of the customers registered in the system Direct customers Customers who are directly owned by your company who have a business relationship with you receive bills from you and pay to your accounts This may include both resellers and retail customers Only customers of the reseller type All retail customers this includes your own retail c 2000 2006 PortaOne I nc All rights Reserved www portaone com 90 PORTA H Billing100 Adjusting Billing Parameters EE customets and those of your resellers company Reseller NNN Representative Only customers related to a specific representative Search Filter by name When you enter a value in the search field all customers who have the search string in their customer name company name or first last name will be displayed The list provides the following information and activities E 4 Customer Management E Add amp Close PE Logout B Log gt Bad G cose ff togot Bi Log Type Representative Search Direct Customers w ANY CDRs Hame Accounts Subcustomers Currency Type Credit limit Balance Status Delete eJ ABC Shuttle Ltd USD Retail 0 00000 9 Callshops USD Reseller 0 00000 PD EasyCall Ltd USD Retail 0 00000 admin easycall com Fe John Reseller t USD
77. he given destination has reached one of the defined thresholds Note that the charged amount counters record the charges as they are defined in the tariff 1 e before a volume discount is applied If there is no Unlimited threshold discount and the counter exceeds the last 1 e biggest threshold any further calls would be billed according to the standard tariff rate For example Discount type Volume minutes Discount is defined as 0 100 50 100 200 20 200 unlimited 10 The first 100 minutes are billed at a 50 discount half price from what is specified in the tariff the next 100 minutes are billed at a 20 discount and thereafter all calls receive a 10 discount Discount is defined as 0 100 100 c 2000 2006 PortaOne I nc All rights Reserved www portaone com 70 PORTA Billing100 Adjusting Billing Parameters The first 100 minutes are free all minutes above that are billed at the tariff rate Discount type Amount USD The tariff rate for the given destination is a flat 0 5 USD per minute Discount is defined as 0 10 00 0 10 00 20 00 10 20 00 unlimited 20 The customer begins making calls and each call is charged according at the normal rate until the total charged amount exceeds 10 00 After that the customer is given a 10 discount on calls NOTE Let s look at a situation in which a customer s balance is 10 00 and the volume discount counter is also 10 00 The cus
78. how Dependencies PE Logout EE Name admin Access Type Component Component Components Object attribute permissions Notepad Available Included ACL prototypes Company info read only Currencies read only Destinations read only Nodes read only Helpdesk access Products full access Retail Include gt Repots full access Retail customer access Representatives full access Root Tariffs full access lt Remove Senior Trace a call Senior CC Staff access Vendors full access UM Admin Customers full access UM admin access Accounts full access UM Bookkeeper Access Read SIP location Wholesale Templates full access Wholesale Exchange rates full access Wholesale customer access Connections full access A ccounts Modify a vendor account Access to account s self care in Modify accessibility of a product Accounts read only Access to the account info search Accounts read onlyt Dialing rules full access Go To Including components as dependencies within other components gives the system its power Here we see that the Admin access level is defined by over a dozen dependant components Note that this component does not actually define a permission itself but rather relies on the implementation of its dependants By deriving new components from existing components in the system you can implement fine grain access control and define User ACLs specific to your operational environment Access Level Manageme
79. iations and language codes ISO 639 used in the header preceding the subdivision list for each country are explained in annexes to the standard Destination Group Sets Very often a logical destination e g Czech Republic Mobile will consist of multiple prefixes 420601 420602 420604 420732 and others It could be quite inconvenient to repeat the same create a new rate operation for every individual prefix since all of the price parameters are the same Thus you can create a destination group CZ Mobile and then perform create a new rate only once and the rates for all of the prefixes will be created automatically However since different carriers might include different prefixes in the Czech Republic Mobile category we need to be able to maintain different sets of destination groups Creating a new destination group set To add a new destination group set select the Add button The Save New icon will appear next to the Name i kA Destination Group Sets lt 8 0 B toon x T na Edit Hame Delete a Deum L c 2000 2006 PortaOne Inc All rights Reserved www portaone com 4 9 PORTA H Billing 100 System Management EG Destination Group Sets gt Badd lasmejoder B Logo Delete He 5 A Telecom x After the destination group set has been saved click on the hyperlinked name to manage the destination groups included in this set Creating
80. ination 10 is the highest priority 0 is the lowest i e do not use this destination for routing at all Huntstop If turned on the billing engine will not try any routes for other vendors with a lower preference The following columns are available only for tariffs of the Volume type Volume Enter the volume lot in minutes If you leave this field empty it means that this is a normal cost based rate c 2000 2006 PortaOne Inc All rights Reserved www portaone com 65 PORTA H Billing100 Adjusting Billing Parameters Click the isl Save Edited icon to save your changes A NOTE Off peak fields appear only if a period has been defined for the tariff Call rating formula wizard Because of the extreme flexibility of the call rating formula it has a quite complex syntax To avoid possible errors the call rating formula wizard allows you to design a call rating formula easily The top table allows you to edit rate parameters such as interval or price per minute directly below it the current formula is displayed read only and finally there are three tabs for managing different formula parameters Rate Formula Wizard gt E save fa save age aose O Interval sec Price USD min First Hext First Hext i 1 0 15 0 15 Formula gt 5 5 5 Do not bill calls shorter than sec Global o Do not bill calls shorter than See the detailed
81. ith re costing adjustment will be generated c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 09
82. kies amp Javascript must be enabled Spreadsheet processor MS Excel Display Settings o Min Screen Resolution 1024 x 768 o Color Palette 16 bit color minimum NOTE To view downloaded CSV Comma Separated Values files in Windows please do the following to match PortaBilling s default list separator My Computer gt Control Panel gt Regional Settings gt Number gt List Separator type c 2000 2006 PortaOne I nc All rights Reserved www portaone com 5 PORTA Billing 100 Introduction a Introduction c 2000 2006 PortaOne I nc All rights Reserved www portaone com B PORTA Billing 100 Introduction PortaBilling s front end design and functionality are simple and intuitive The PortaBilling home page s web interface is the main point of entry to all the system s objects and tools Divided into five functional blocks the links below load pages containing tools for system management VoIP networking billing helping customers and generating statistics Each second level page contains a link back to the home page PortaBilling100 Porta Software Ltd Mozilla Firefox File Edit View Go Bookmarks Tools Help m Q 9 Q Q QE sa a gu 4 PortaBilling100 Porta Software L Ea PortaBilling100 Main Menu objects fd Logout Company Info a Trace a Call Access Levels Account Info Users Mailing List System Load Representatives Database Template
83. l per paid cards HEB Edit SmartCall Product gt E aaa ta Save il saver lose amp Cose i ratetookup 19 Logout E too Product Name Smartcall Currency USD Managed By None General Info Info Accessibility Notepad Edit Hode Tariff Info Digits gu deno v USD Prepaid cards v pots multiparty line ANI failure Station Level Rating special operator handling required inter LATA restricted test call AIOD listed DN sent coin or noncoin on calls using databas 800 service call 800 service call from a pay station payphone using coin control signaling prison or inmate service intercept blank The basic information for defining a product is as follows Product The logical designation of the product Name Currency The currency in which the product will be maintained To edit a currency delete all accessibility entries for this product Managed by By default None The product can be assigned to a reseller so that it is manageable from the Customer Selt Provisioning web interface Breakage This value should be set by the administrator based on the currency and minimum price per minute It is used in Account Management to obtain a summary of depleted practically unusable accounts How it wotks An account user could have a very small c 2000 2006 PortaOne Inc All rights Reserved www portaone com 13 PORTA H Billing1
84. lating to your Payment System A Payment System is required to accept credit cards using the system A Payment System is a special account with a bank that is a member of the Visa and MasterCard associations American Express may also be part of your Payment System Such a bank has been certified by the Visa and MasterCard associations and can provide you as the merchant with all the services related to your Payment System You must have a credit card Payment System in order to use a Payment Processor for credit card transaction processing A Payment Processor system is separate from your Payment System but it may be purchased at the same time from the bank or merchant service provider which is creating your Payment System The merchant service provider normally does the following e Assigns you a Payment System number e Sets up your Payment Processor account e Assigns you a Login ID and password for use with your Payment Processor account c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 9 PORTA Billing1OO System Management e Acts as your main point of contact for basic issues regarding your Merchant and Payment Processor accounts e Enables you to add certain types of credit cards to your Payment System e If the merchant service provider is also your Payment Processor reseller it also activates the processing capability for these cards on your Payment Processor account e Deposits credit card funds to y
85. ll EUR Managed by Reseller ABC Rates for pre paid cards of Reseller ABC x The main Tariff Management screen shows a list of all existing tariffs Tariffs can be located using the Search form by selecting a reseller from the drop down list or choosing the tariffs name To edit a tariff click on its name in the list Click the Edit Rate icon to edit individual rates for the given tariff The Delete icon will be visible only when the tariff is not in use not assigned to any customer or vendor and not being used in any product s accessibility allowing permanent deletion of the given tariff Add Edit tariff To add a new tariff to the system select El Add to go to the Add Tariff screen Existing tariffs can be edited by clicking on the tariffs name in the list c 2000 2006 PortaOne Inc All rights Reserved www portaone com 5 g PORTA H Billing100 Adjusting Billing Parameters The logical name for the tariff object Type By default Managed by None The tariff can be assigned to a reseller Managed by NNN so that it is manageable from the Customer Self Provisioning web interface Routing means this tariff includes special extensions for routing information while Volume indicates a volume based tariff Currency Indicates the currency in which pricing information is defined All pricing information for a single tariff must be defined in the same currency Off Peak Off peak period definition click the wiza
86. me Type anr Show ACLs Dependants of Product Manager Dependencies Hame Type Delete Testcomponent 9 x We have already discussed the necessary parameters for creating or editing components but we have not yet discussed component inclusion in detail Each access level may have zero ot more dependant components These components are ordered and likewise are applied in order until the first matching permission is reached A To understand this better we will use the previous example Suppose a user is trying to view ASR reports His access level must allow reading of W ebPages ASR object WebPages attribute ASR For the sake of simplicity we will say that his access level includes A B and C where B allows this permission but C explicitly denies it In this case the user s ability to view these reports is based on the ordering of these components If B appears before C then it will work Otherwise he will not have access This may sound complex but in practice the user interface is quite simple Two columns are shown on the Components tab of the edit screen for each access level On the left you have a list of the available components on the right are the components which are included Between these two columns you have the Include gt and lt Remove buttons which move selected items between the two lists As for ordering the Up and Down bu
87. n be denied Retention Restrictions IMPORTANT A merchant may not use account and transaction information for any purpose other than assisting completion of a payment card transaction or as specifically required by law Merchants may collect c 2000 2006 PortaOne I nc All rights Reserved www portaone com 84 PORTA H Billing100 Adjusting Billing Parameters a payment card number and expiration date independently of a payment card transaction only with the express consent of the cardholder A merchant may only retain this information for the sole purpose of facilitating future payment transactions A merchant must not provide this information to any other person except for the sole purpose of assisting completion of a payment card transaction User Interface The login and password information for Customer Self Care refer to the credentials required on the self care web page An easy to remember yet secure password may be generated automatically by clicking the Auto button Check Periodical payment management enabled on the Customer Self Care interface so that the customer himself can manage his periodical payments The Periodical Payment Tab will appear only if the customer s currency can be processed by at least one of the existing Payment Systems Date amp Time Format PortaBilling allows the administrator to define both input and output date and time formats for each customer registered in the system By
88. nation See the Call Routing section of the PortaBilling User Guide for more info first route with a huntstop will be ignored open the connection screen c 2000 2006 PortaOne I nc All rights Reserved www portaone com 51 PORTA Billing 100 Networking Call terminating vendor Description of the vendor connection Tariff The tariff used to bill this call Click the link to open the tariff screen UA Profiles UA Profiles together with the UA Expert utility allow service providers to reconfigure a large number of end user devices before sending them to customers as well as those already on a customer s premises Instead of entering the same values for codec server address and so on into each of a thousand user agents you can simply create a profile which will describe all of these parameters After that PortaBilling can automatically create a configuration file for each user agent using account specific parameters such as ID or password which it will then fetch for instance from the TFTP server and update If you later decide to change the address of the SIP server you need only update it once in the profile in order for new configuration files to be built for each user agent The user agents will then fetch them next time they go online The config file is specific to each user agent since it contains information such as username and password and so the user agent must fetch his own designated config file H
89. nations upload download procedures Upload The CSV file header contains the following fields Action Prefix iso_3166_1_a2 Description Action add or delete encoded as and or add or remove Note Only unused destinations that do not appear in the Rates table can be deleted If the action is and the Prefix is already in Destinations then the update action will be performed Country two Value to be stored in Destinations iso_3166_1_a2 letter ISO code Note Ignored if the uploader has Admin access level in this case the system chooses the appropriate country automatically using the longest match from the available destinations If the Country property is not applicable then the value must be encoded as N A If the field is empty and the uploader s access level is Root then the system chooses the approptiate countty automatically using the longest match from the available destinations Value to be stored in Destinations desctiption Download The CSV file header contains the following fields Action Prefix Countty code iso 3166 1 22 Description add or delete encoded as Missing prefix AII other fields c 2000 2006 PortaOne Inc All rights Reserved www portaone com 40 PORTA Billing1OO System Management NOTE For tariff uploads new destinations will be e mailed as a CVS attachment to an error report using Destinations upload format Action Prefix Country code
90. ndependent contractor Each sales representative is assigned initials Their names and initials appear on sales forms allowing you to associate specific sales reps with specific sales in order to track their income HE S Add Representative gt E save I soveecire gose 0 toot E Initials Is Inactive Additional Mfo Categorizing and Defaults mo E Bl a n uw v c 2000 2006 PortaOne Inc All rights Reserved www portaone com 30 PORTA Billing1OO System Management HE Representative Management Pr aaa a ase lO ooo B og Search i earch Initials Hame E mail Status Delete PS Peter Smith x WEB Web signup x Note Once selected in the Add Representative window the Currency can not be changed Representatives do not participate in billing or revenue sharing They are listed for information purposes as is required when PortaBilling is integrated into back office CRM for calculating commissions and so on Templates The purpose of templates is to maintain all data uploaded to and downloaded from the system Templates automate the processing of user input and create customized output in various data and media formats 5 Read more about using the Templates functionality in the PortaBilling Template Guide available for download from www portaone com tresources documentation Add a new template To add a new template select the Add button Ha
91. ne I nc All rights Reserved www portaone com 49 PORTA Billing 100 Networking If you do not define any custom route categories a Default route category is always available Routing Plans A routing plan is a combination of route categories in a specific order It defines which categories of vendors will be available for termination and in what sequence m E 8 Gl A Routing Plans SCC CT Hame Cas Routing Plan Name Routing Plan Description Route Categories Included Delete MEET amp Add Routing Plan D gt 8 ad Gl savercose cose Logon x a Routing Plan Name Routing Plan Description For users evaluating the service routes with the best quality first Edit Up Down Route Category Name Route Category Description Delete Default category After the routing plan has been created you can specify which route categories are to be included there To add a new route category select Add from the toolbar then click the Save New lf icon to save this row Li kj Edit Test drive Routing Plan lt gt B ad Gl sente cose MB Logon 6 E x i Routing Plan Name E Routing Plan Description For users evaluating the service routes with the best quality first 9 wf cit Up Down Route Category Name Route Category Description Delete Good quality routes expensive x c 2000 2006 PortaOne Inc All rights Reserved www portaone com 50 PORTA Billing 100 Networking
92. ne com 69 PORTA H Billing100 Adjusting Billing Parameters Discount Since the discount formula is complex you cannot edit it scheme directly Click on the column header or the icon in order to launch the discount definition wizard see the chapter below Discount definition wizard The discount wizard provides users with a flexible tool for defining threshold values and corresponding discount values A threshold defines the maximum counter value call duration or charged amount within which the current discount may still be applied If the last available discount is to be applied regardless of the counter value e g first 200 minutes normal rate up to 500 minutes 10 discount and 20 discount after that then this last discount will be created with a special unlimited threshold Threshold The threshold value is measured either in currency units ot time units minutes according to the type of discount The value entered must be numeric with a period allowed and greater than zero lo provide a special unlimited value for the threshold check the Unlimited box You cannot have two discount rows with the same threshold values Discount The percentage discount value must be numetic with a period allowed in the 0 100 range A 0 discount means standard rate applied while a 100 discount means free call The billing engine decides which discount is to be applied depending on whether the counter for t
93. nt Interface We have approached this discussion of the ACL system by starting with the fundamentals and building up your skills from there Now we will discuss the entry point for ACL management On the PortaBilling100 administrative interface you will find a link to Access Levels This link takes you to the Access Level Management main screen pictured below This screen is similar to many others in the PortaBilling100 system including a search interface at the top and a results listing at the bottom By default all ACLs are shown in a paged format on this screen You may search for ACLs using any combination of Name and Type In the results listing you may also see the dependencies icon and delete icon ACLs can only be deleted when they are not in use If a component contains any included components you will be able to click on the dependencies and see search results for all dependants The following screenshot shows all dependants for Accounts full access Note that some of the dependants have their own dependencies c 2000 2006 PortaOne Inc All rights Reserved www portaone com 93 PORTA Billing1OO System Management i 4 Access Level Management gt el adden amp Cose O Hame Type ur Show ACLs Dependencies Hame Type Delete Customer Care Super Senior 28 x Product Manager Test component Test Component 2 Test Customer HEZ Access Level Dependencies gt TEL addnew close PO toot Ha
94. nt page fot this vendor Read more in the Connections section below The vendor s current balance E mail contact for the given vendor Delete Click the delete icon to remove the vendor The delete button will only appear if there are no CDRs or connections defined for the vendor Currency The currency in which the vendor s account is maintained and paid Add Edit Vendor HEZ Add Vendor gt Jed seve id savexciose aise ot Vendor Name x Telecom i Currency USD US Dollar v Opening Balance D Address Info Additional Info User Interface Company Name Contact Mr Ms J Phone First Name Ip Fax Last Name Alt Phone Address 12 Pine Street Alt Contact E mail voip x telecom com BCC Send Statistics Full Statistics Vv Province State NJ Postal Code City New Brunswick Description Country Region USA The Add Vendor page allows definition of a new client entity within PortaBilling The information required is split into two tabbed sections Address Info and Additional Info The Edit Vendor page also contains the Notepad tab for making notes The following information is required at the top of the form Vendor Name Defines the vendor name as it will appear within the PortaBilling system This is distinct from the Company Name
95. ntinents e g Asia Names of organizations e g OAS NAFTA WHO Top level Internet domains O 000006 Applications The ISO 3166 1 codes are used in many applications in all branches of industry trade and statistics worldwide Here are some examples of their use the code elements from ISO 4217 codes for currencies and funds c 2000 2006 PortaOne I nc All rights Reserved www portaone com 41 PORTA Billing1OO System Management ate based on the ISO 3166 1 Alpha 2 Code e g USD for US Dollars where US comes from ISO 3166 1 ISO 3166 2 Country Subdivision Codes The ISO 3166 2 Country Subdivision Code establishes a code for the names of principal administrative subdivisions within countries coded in ISO 3166 1 ISO 3166 2 was published on December 15 1998 The code elements used consist of the Alpha 2 code element from ISO 3166 1 followed by a separator and a further string of up to three alphanumeric characters The names of the subdivisions are given in more than one language if the country has mote than one official language and if the alternative language versions were available to ISO In Uzbekistan for example there are two official languages Uzbek uz and Russian ru so the subdivision names are also listed in these two languages The Romanization systems used to convert the country subdivision list from non Roman to Roman script e g from Cyrillic in the case of Uzbekistan are also given The abbrev
96. nu containing a list of all the fields specified in the template editing window The selected item will appear in the selected cell as the item s value Double click the cell to enter editing mode the cell now displays the corresponding variable Footer Page Print Setup The page context menu right click on the Worksheet provides access to the Web Page Dialog for page envelope and print setup E PortaBilling 100 Test Demo Web Page 7 DEC Paper size Letter Envelope 9 9903 2 wnd Margins Lett 0 25in Right 0 25in Top fo 25in Bottom o 25in OK Cancel In the dialog window set up the paper size A4 or Letter delete all Header and l Open your browser prior to printing In your browser s File menu select Page Setup Footer symbols and set all margins to zero or a value close to zero Envelope Formats America udi dE Measurements From Left From Bottom 3 5 8 x 6 1 2 3 3 4 x 6 3 4 1 1 8 X 4 1 2 3 7 8 x 7 1 2 1 1 8 X 4 1 2 3 5 8 x 8 5 8 1 X 4 99 TEWE LE X 4 112 mo ata x 9 112 LE XA UP mm 4erx1038 LUE X 4 112 s 1 ee TAE XACUP ma 1 ste HE XAUP c 2000 2006 PortaOne Inc All rights Reserved www portaone com 35 PORTA Billing1OO System Management Double window envelopes Envelope Window Size Placement TOP WINDOW 119 9903 From Left 3 8 From Top WEE 3 7 8 x 8 7 8 BOTTOM WINDOW 3 5 8 x 8 5 8 From Left 7
97. office but within the 1234567 same area you dial To call long distance within your country di 1 604 1234567 you dia To call internationally you dial 0111604 1234567 The upper part of the wizard screen allows you to enter important dialing parameters such as your international dialing prefix Several sample settings are provided for your convenience For example in order to load example settings for traditional North America dialing select North America WA 7 digit number dialing and click Load Sample In the bottom part of the wizard screen you can check whether you have described the numbering format correctly Make sure for all three examples provided local domestic and international call if this is the way you want to dial the numbers Add Edit Customer under a Reseller This is essentially the same as for management of customers as described above the sole difference being that you can only create sub customers of the Retail type EG Hi John Reseller Subcustomer Management HETTE I Type Representative Search CDRs Hame Accounts Currency Type Credit limit Balance E mail Status Delete O Mary distributor C2 USD Retail 0 00000 x Account Management An account is the user of a product such as prepaid cards voucher based cards or credit calling plans Each account in PortaBilling is associated c 2000 2006 PortaOne Inc All rights Reserved www por
98. orts for the environment e g Cost Revenue Report will be generated One of the following daily weekly bi weekly c 2000 2006 PortaOne I nc All rights Reserved www portaone com 1 B PORTA Billing100 System Management monthly or semi annually This will also set up the periodicity of the On Net Reports See the Statistics section below Locally designated tax numbet Currency The company s internal currency You can use different currencies for your customers of vendors but Cost Revenue Reports will be generated in this currency The value for this parameter is set permanently for the new environment and cannot be changed later Payment Systems The Payment Systems tab lists all existing Payment Systems and allows you to enter information related to payment gateways used for receiving payments from customers One or more Payment Systems may be utilized for electronic payments In order to make use of these services you must first register with one of the currently supported merchants as shown below Supported means that a corresponding Business OnlinePayment plugin module is available at www cpan org This does not guarantee that the module will support all the required features and some extra work may be required to integrate it into the solution and perform testing Please contact support portaone com for a current list of payment modules which have been thoroughly tested and can work ou
99. oter fi i a Header gt Date ac md 7 Footer Company Name v EE rae inm A October 1 2002 Octaber 31 2002 di Insert Col BES ER zi amp Remove Row Company Address3 fl Remove Col Company Address4 id id 1 send Back Company Country 2 59 peng To Front Company Phone z Vice Over IP Services 3 Clone Esci M Diss X Delete Company E mail GST 796 Company Web 7 Company TaxID PEDI a Customer Company Name Customer Firstname Layout Designer LD Quick Start To launch click the Layout Designer button on the Media tab in the Template management window The sliding toolbar on the left side provides most of the controls for manipulating content in the editor window There are 3 different states for most of the toolbar icons normal active and not available Normal Click to activate B Active Click to deactivate Add Picture Click to select a picture e g your company logo from a file select window Click the Open button to place the picture on the worksheet To remove the picture right click on it and choose Remove Another way of deleting a picture is to press Delete on your keyboatd a Lock Aspect Fixes image proportions during scale operations Preview Click to preview your work in a browser window Add Table Click to put a table on the worksheet A table can be removed by using the context right click menu or by pressing E Delete on your keyboard Click the table cell to make it active
100. our account Your merchant service provider may also provide you with MID and TID numbers The Payment Processor does not need these numbers but some third party solutions such as certain Shopping Cart providers may require them Once your Payment System is set up and live on the credit card system you can begin accepting credit cards from customers It is your responsibility to configure the Payment Processor system to meet your own needs and to provide a hosting environment which is appropriate for the choices you have made within the Payment Processor system c 2000 2006 PortaOne I nc All rights Reserved www portaone com 1 g PORTA Billing1OO System Management Access Levels Introduction to the ACL System Different types of users have different responsibilities within the billing system Some users may not be allowed to use ot see certain portions of the system To this end PortaBilling supports the concept of Access Control Lists ACL ACLs allow the PortaBilling100 administrator to decide for example that a particular sales representative can look at customers data but cannot create new customers ACLs allow you to control what users of your site can and cannot do Without such restrictions it is almost impossible to guarantee that users will see or change only the information that they are allowed to ACL Types An access level can be one of the following e Account e CC Staff e Component cannot
101. rce Charge Transfers a given amount from a customer s e commerce account to a company merchant account and issues credit toward the customer s balance in PortaBilling100 E Commerce Refund Transfers a given amount from a company merchant account to a customer s e commerce account for instance if a customer files a complaint and you agree to a refund This transaction will not affect the customer s balance in PortaBilling100 Authorization Only Verifies whether the customer s e commerce account is valid and reserves a given amount This will return a Transaction ID which may be used later in a Capture Payment transaction This transaction will not affect the customer s balance in PortaBilling100 nor the customer s e commerce account Capture Payment Transfers a given amount from a customet s e commerce account to a company merchant account and issues credit toward the customer s balance in PortaBilling100 This requires the Transaction ID obtained via an Authorization Only transaction The amount must be equal to or 83 PORTA Billing 100 Ay Adjusting Billing Parameters less than that in the corresponding Authorization Only transaction mu CREE Visible comment A comment on this transaction visible to the vendor in the CDR browser Internal comment An internal comment on this transaction not visible in the CDR browser and accessible only directly from the database Additional Info Field
102. rd icon Alto Period launch the period format definition wizard Off Peak Human readable description of the off peak period e g Description From 21 00 until 09 00 Working Days This field is automatically filled in by the wizard Destination set of groups you would like to use for more Group Set convenient rate entty Free seconds Number of free seconds granted for each call In order to claim free seconds the length of the call must be at least one billing unit first interval see the Enter Rates section above Surcharge authorization Connect Fee Amount to be charged for each successful call in addition to other charges Round Pattern that defines the rounding of a charged amount in Charged an individual CDR This pattern takes the form XX X000 Amount An X on the left means that the digit s in this position should be left unchanged while a zero on the right means that this position will be rounded For example XXXXX XX000 means that amounts will be rounded up to two decimal places so that 1 2345 becomes 1 24 note that rounding is always upwards Formula Default call rating formula to be applied to new rates Note that the value of this parameter is only used when a new rate is inserted Modification of this parameter has no effect on existing rates Short While the name of a tariff is for your internal use and Description normally is created according to your internal rules you can al
103. related charges 0 00000 USD Batch cards 2004 01 Control number 632 The majority of the account details on the Account Info page are read only This interface is similar to the one accessible via the customer s Accounts The Help Desk staff has the ability to modity only the Web Password VoIP Password Account Balance Time Zone Redirect Number Blocked Status and Preferred Language When making such changes the Help Desk staff should also provide a comment detailing the reason for these changes for example user unable to call due to network outage credited 5 Changes may be confirmed by selecting El Save or zl Save amp Close c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 00 PORTA Billing 100 Statistics s Statistics c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 01 PORTA Billing1OO Statistics Graphs The default timeframe for all graphs is 30 hours The dates above the graph are the boundary timeframe for the current graph If the graph is shown in more than one color a legend for color usage will be displayed under the graph If there are two graphs captions will be provided on the left Usage of navigation 1s explained in the table below Zoom Out Click the icon or the top part of the graph to see a 50 longer time interval Zoom In Click the icon or the bottom part of the graph to see a 50 shorter time interval and a more detailed graph move ba
104. rtaOne I nc All rights Reserved www portaone com 90 PORTA H Billing 100 Adjusting Billing Parameters E A Account Info Retail Customer PortaOne ie Save fl Save amp Close CDRs B Rate Lookup d Objects B Logout El tog Account ID 12345 Product USD Porta Internal Y Blocked L1 Balance 4 18672 USD Expired 1 id User Agent Grandstream SIP UA 1 0 3 81 Contact sip 12345 60195 151 223 88 user phone Account Info Maintenance Additional Info Life Cycle User Interface Notepad Customer PortaOne Zero Balance Date 23 11 2003 Type Dehit Opening Balance 0 00000 USD VoIP Password swhi2non Auto Refunds 0 USD E mail rT Non call related charges 0 00000 USD Batch psl phone directory Control number 16 Description Account ID The primary identification of this account Blocked Specifies whether the account is blocked or unblocked The account will be unusable if this is checked it 1s usually unblocked automatically when the account 1s used for the first time The product providing pricing plans for this account The balance for this account User Agent If this account is currently used by a SIP UA to register with the SIP server the user agent identification info is displayed Contact The URI of the user agent used by the SIP Proxy to contact it Account Info Tab Account The account type may be Debit Credit or Type Voucher
105. s Destinations Connections Destination Group Sets ASR Nodes Cost Revenue Route Categories Routing Plans Vendors Test Dialplan Customers UA Profiles On Net UA Expert Invoices Currencies Exchange Rates Tariffs Products Vendors Customers 2001 2004 Porta Software Ltd All rights reserved gt gt Credits and links Done demo portaone com 7 The five functional blocks are Normal system maintenance tasks such as adding administrative users and maintaining the destinations anagement database R Z Configuration of network components registering new nodes network endpoints in the system configuration etworking of User Agent profiles Tasks related to billing such as customer vendor and account management and rate plan definition maintenance of currencies and exchange rates Z lev m jd OG Tasks available to help desk staff to assist in troubleshooting problems which clients may inquire Help Desk about a A variety of statistics and reports are available reflecting the status of the system or providing information on call tecotds costing and revenue RI et e et Im o DN et m e Q NM c 2000 2006 PortaOne I nc All rights Reserved www portaone com 7 PORTA Billing 100 Introduction PortaBilling Security PortaBilling100 is compliant with Visa Security Standards User Interface o Inactivity logout o Unconditional logout User Passwords o The minimum pa
106. se to scale table cells or images with current grid size key increments cell editing mode Ctrl A Selects all objects in the Template window if nothing is selected ot selects all text in an active table cell Ctrl C Copy selected text Ctrl V Paste clipboard text starting from the current cursor position Cut highlighted text Change selected text style to Italic Change selected text style to Bold Change selected text style to Underline Hyperlink selected text opens hyperlink editing dialog OW Netscape or Mozilla users may experience the lack of a movable cursor allowing them to select text from the keyboard in cell editing mode Press the F7 button to turn the edit cursor caret browsing on and off Users with small screen resolution may enjoy the benefits of their browset s full screen mode Simply press the F11 button to switch your Mozilla Netscape or IE into full screen mode Destinations Destinations are a list of all possible phone number prefixes to be used in your system which will later be employed to create price lists Tariffs For convenience destinations ate grouped in alphabetical order by country Destinations may be edited and if a destination is not being used in any tariff it will also have a delete button It is of course not necessary to include every destination in a given price list PortaBilling can support different numbering plans but it is highly recommended to keep all of
107. shold Payment will be triggered when the balance is higher than the specified threshold From To Dates when the payment will remain active Click the Date stopwatch icon to make the payment active immediately Dialing Rules The Customer Dialing Rules amp Abbreviated Dialing feature works with both SIP and H 323 with adequate support from either the SIP Server or Cisco TCL IVR A PortaBilling customer can set up dialing rules as an international prefix outside prefix direct number e g 911 or abbreviated dialing for his accounts Hn Edit Customer gt Gb add il save fl Savet lose amp close cons ED accounts d objects D Logout Customer Name customer B Opening Balance 0 00000 USD Blocked F Balance 5 09696 USD Abbreviated Number Length s Dialing rules wizard Edit Abbreviated To Dial Description Delete IL E 182 3804424471822 Kiev office PSTM 201 18557478547003 Sipura 2000 Phone 1 202 18667478647004 Sipura 2000 Phone 2 203 18667478647005 Grandstream Handytone ATA 286 204 18667478647006 Grandstream Budgetone BT 100 301 18667478647001 Cisco ATA 186 Phone 1 302 18667478647002 Cisco ATA 186 Phone 2 303 18667478647007 Cisco 79056 304 18667478647008 MS Messenger 305 18667478647009 X Ten Lite 403 3804424471821051 Kiev Cisco 7905G mi Co Cu d Co Ew d Co wd Ca oe Le oe Lod D oe Lod B oe od D To add a new abbreviated dialing click the 3 Add button and enter t
108. so add a name meaningful to your reseller For example for the tariff name aABC SmartCall USD 1800 the short description will be Smart call using a toll free number c 2000 2006 PortaOne Inc All rights Reserved www portaone com 59 PORTA Billing100 Adjusting Billing Parameters Tariff description Off Peak Period Definition 8 Month Off Peak Period Definition Wizard The Off Peak Period wizard provides usets with a flexible tool for defining the off peak period of any tariff Via a sequence of screens the user may select a time interval day of the week day of the month and month multiple select is allowed The foll wing example illustrates the process of creating an off peak period thatastarts at 6pm every day and lasts until 6am the next morning Another off peak interval is on weekends We will also include some holi Mys i e January 1st and December 24 26 In the first screen select 6pm in the From column and 6am in the Until column Now click the Next button The two text areas on the right of the screen give the user a display of the current period definition The top text area displays a verbal definition of the period From 6 00pm until 6 00am and the bottom one contains this same information in a format that can be parsed by PortaBilling hr 6pm 5am This sets up the first period in order to continue skip the following screens by pressing the Skip or Next button
109. ssword length is six 6 characters In the case of long passwords only a certain number of the leading characters will actually be used however at least eight 8 characters O Passwords include both alphabetical and numerical components Passwords are stored under irreversible encryption O Itis required that the current password be used before allowing a new passwotd to become effective O The user s last four 4 passwords cannot be re used see the note above about long passwords new passwords must differ in at least one of their first 8 characters O Itis prohibited to change a password within one 1 day of the previous change O The initial password must be changed on the first login O Passwords must be changed at least once every 30 days O Use dictionary checking to restrict password selection O Credit Card information O Credit card information 1s displayed as 1234xxxxxxx567 O Credit card information is stored using the same encryption as for the Payment System password c 2000 2006 PortaOne I nc All rights Reserved www portaone com g PORTA Billing 100 Introduction Common Features All of the functions available from the home page are also available using the drop down menus Users Mailing List The Home icon on the left also contains a menu with shortcuts to all the other PortaBilling interfaces Admin Shortcut to this interface same as clicking the Home icon Customers Customer Sel
110. st A translation rule could not be properly applied due to a programming error Attempt to login more than once using the same debit account number Debit account made a call costing more than its available funds successful on net call was detected on net calls may be normal but in most cases they signal connection misconfigutation etc Error received from the online payment processor while trying to execute the transaction The cost of a call could not be determined because no matching rate was found in the specific tariff A call could not be billed due to missing information e g unable to identify the account which is to be charged for the call It seems that your gateway accepts all incoming VoIP calls See the Remote IP authentication chapter in the Portabilling100 User Guide vol I for more details The Called Station ID DNIS field is empty in the request so PortaBilling is unable to determine which number was dialed This might happen due to a firmware problem on Quintum Unable to perform periodical payment credit card is blocked or no funds are available The system has received start records from the Radius client gateway while only stop records are necessary for the billing poorly or not at all could not be run Time problems NTP Format Suspicious This alert may be generated if we discover that the time in the accounting record 1s in the wrong format or seems suspicious suc
111. t first 500 minutes for free then the customer will have 500 free minutes in every billing period month week etc Once chosen this setting cannot be changed later on Short description of discount plan Defining discounts for individual destination groups After a volume discount plan has been saved the Discounts tab will become available To add a new discount to the plan click the El Add button An existing discount can be edited by clicking the Edit El icon on the row containing its details Destination Enter the name of a destination group manually or click Group the column header link Destination Group to choose a group from a searchable list inside the pop up window Select the threshold type will you use thresholds based on the charged amount or on the total call time e Amount means the threshold is measured in currency units e g USD and the counters will go up by the amount which the customer should have been charged for the call before the volume discount was applied Volume means the unit is minutes and the countets will go up by the same value as the charged call duration Note the difference between call duration and charged call duration For instance if a tate specifies 5 minutes rounding and a customer has spoken for 3 minutes 42 seconds he will be charged for 5 minutes and the counter will go up by 5 minutes as well c 2000 2006 PortaOne I nc All rights Reserved www portao
112. t of the box such as AuthorizeNet c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 7 PORTA Billing 100 System Management To add a new Payment System click Add and enter the Account Name Login Password and Merchant in the edit row at the top of the listing To edit an existing account click E Edit and copy the information from the current row to the form above Save changes using the f l Save button Recurring payment allows customers to set up periodical payments on this payment system Payment systems with recurring payment enabled are indicated by this icon a Test Mode is a special mode of interaction with the system which is useful during the initial setup phase when a merchant may want to test its setup without processing live catd data What is Payment Processor Payment Processor is a real time transaction processing system that functions as a payment service using a secure transaction server on the Internet Merchants with a valid merchant account at an acquiring bank Payment System can use this system to submit authorize capture and settle credit card ot eCheck transactions without the need for a separate transaction terminal Payment System basics This section is provided for information purposes only The terms and conditions of your Payment System are subject to agreement between you and your bank or merchant service provider and should be consulted for specific information re
113. t profile is no longer in use Short text description of the profile Delete The delete icon 1s only visible when the current profile s effective date has not started yet Add Profile mode similar to templates a user can create new profiles using previously created ones so there is no need to re enter a large amount of information Effective Set the time when the profile is to become effective From Click the stopwatch icon for the profile to become effective immediately In edit mode the Profile Management screen will differ depending on the UA UA Expert This utility allows you to browse configuration parameters for supported UA devices in a user friendly format For example instead of entering the values 0 1 2 3 and so forth for codec selection you can pick names such as G 729 from the select menu This is convenient for single time configuration of a device or for troubleshooting c 2000 2006 PortaOne I nc All rights Reserved www portaone com 53 PORTA Billing 100 Networking Ha UA Expert Login IP 192 160 1 100 Ul Password eeeeees To edit configuration parameters enter a UA IP address and password The resulting screen will be similar to the UA Profile Management screen in the previous section c 2000 2006 PortaOne Inc All rights Reserved www portaone com 34 PORTA Billing 100 Adjusting Billing Parameters 4 Adjusting Billing Parameters PORT
114. ta Software to obtain the XML template files if you would like to perform the translation yourself c 2000 2006 PortaOne I nc All rights Reserved www portaone com 1 1 PORTA Billing 100 Introduction HB Edit User demoroot gt ia sive edswencire coe tog B tos Address Info User Interface Life Cycle Mailing List Notepad Login dernoroot Time Zone America Vancouver v Password renses Auto Locale Language fen English i Default Language zh Chinese Simplified zh tw Chinese Traditional cs Czech Access Level Demo Root v Output Format de German pt Portuguese ru Russian Date fryvv mm pp 2003 12 31 es Spanish Time JHH24 MI SS User Defined Date amp Time fryvv mm DD HH24 MI SS user Defined v Input Format Date fryvv mm Dp 2003 12 31 Time HH24 m1 55 user Defined HB Editar Usuario demoroot Direcci n Interfaz del Usuario Ciclo de Vida Mailing Lista Block de Notas Login dernoroot Zona Horario America Vancouver v Contrasefia esr Auto Idioma Local es Spanish v Nivel de Acceso Demo Root v Formato de Salida Fecha fryvv mm po 2003 12 31 Hora HH24 m1 55 usuario Definido Fecha amp Hora frvvv mm DD HH24 MI 55 Usuario Definido v Formato de Entrada Fecha frvvv mm po 2003 12 31 v Hora HH24 m1 55 Usuario Definido Date amp Time Format PortaBilling allows users to define both the input and ou
115. taone com 99 PORTA E Billing 100 Adjusting Billing Parameters with a customer The Account Management screen accessible from the Customer interface by clicking the Accounts query screen for listing existing accounts Account listing Search Filter SV button shows you a There may be a very large numbers of accounts in the system so it is advisable to limit your search using the filter functionality Account ID The primary identification for this account an alphanumeric string Note the wildcard symbol may be used pane SIP Status Batch update pane Mes ww Accounts of Wholesale Customer Customer B Logical name for a group of accounts Select from a list of all the customer s batches to enable the batch update Enter control numbers and or number ranges separated by commas For example 1 3 8 12 Default ANY using this function you can display either logged in or logged out accounts only ped Fe E ada E acountcenerator B close obees teme Account ID Batch Ctrl 3 SIP Status Demo Adapters v any v Show Accounts Batch Demo Adapters Selected 3 Started 3 Depleted 0 EB Activation Date 18 01 2004 DD MM YYYY 1 ES Expiration Date 01 06 2004 DD MM YYYY USD 3 USD Block e Ctrl CDRs Lifetime days Refund Charge Unblock O UM Enabled Vv Preferred en angie F Language 4merica Vancouver Update auuuuuunnnn Redirect Num
116. the 4 Add button this will start a new row in the table header Select the currency from the list and enter the exchange rate Click the Edit icon to modify an existing exchange rate This will copy the content of the current row into the table header The soutce will be changed to Manual Enter the new exchange rate then select either m Save Edit lel Save or il Save amp Close to save changes A tariff is a collection of individual rates a rate being a per destination price Each tariff has its own set of rates Call billing is based on billing units You can define two billing units for each destination the first billing unit interval and the next billing unit interval Billing unit precision is one second and the minimum length of each unit is likewise one second Typical billing unit configurations include 60 6 the first unit i e the minimum charged call duration is one minute and subsequent intervals are one tenth of a minute i e six seconds and 1 1 per second billing HEC Tariff Management P Gadd cose 9 Logout Log Search am Hame Currency Type Description Rates Delete GlobalNet USD Routing x Prepaid cards USD Managed by None What we charge prepaid card users for outgoing calls SIP Phone subscribers USD Managed by None What we charge our SIP phone users for outgoing calls Wholesale rates USD Managed by None What we charge our resellers for the calls the send to us SmartCa
117. the list Managed By By default None The plan can be assigned to a reseller Managed by NNN so that it is manageable from the Customer Self Provisioning web interface Currency Indicates which currency is used for billing calculations All discounts in a plan are to be defined in this currency A discount plan can only be assigned to customers accounts and products using the same currency Destination Discounts can be defined for individual groups e g Group Set US amp Canada Asia Western Europe within this set Once chosen during discount plan creation they cannot be changed later on Counter Each discount has internal counters associated with a c 2000 2006 PortaOne I nc All rights Reserved www portaone com B g PORTA H Billing100 Adjusting Billing Parameters Reset at cotresponding account or customer These counters store the current value in minutes or charged amount of calls made to a specific destination group The counters go up according to the customer or account s billing e Never means the plan counters will never be reset zeroed This is convenient if you wish to provide a special promotion such as 500 free minutes of calls to Western Europe In this case the counter wil ahways go up and the normal rate will be applied after it reaches 500 minutes Billing period means the counters of the plan wil be reset when the customer s next billing period begins If you have defined a discoun
118. tomer are listed The Effective drop down list allows you to define whether only current payments Now or all payments ever processed gt Now will be shown Choose Now gt to see future payments or Al to list all payments Now is the default value for this filter The information in the chart below is provided in the payments listing To add a new payment click the P Add button Ha Edit Customer gt C add id save i Save amp close G close EI cons accounts lobes MB Logout E too n Customer Name customer B Opening Balance 0 00000 USD Bidtked C Balance 5 09696 USD Address Info Additional Info Payment Info User Interface Periodical Payments Dialing Rules Notepad E gt Mfective now v Amount Balance Threshold From To Humber of HPRccentes USD Frequency USD DD MM YYYY DD MM YYYY Transfers 29 02 2004 100 00 Balance Driver 200 23 02 2004 01 04 2004 Hot Applicable r Frozen Discontinued Delete Description Amount Specify a fixed amount to be paid or click the Pay Balance amp icon not available when the frequency is balance driven to pay the current balance with a certain periodicity Balance driven weekly or monthly c 2000 2006 PortaOne I nc All rights Reserved www portaone com 96 PORTA H Billing100 Adjusting Billing Parameters Balance Only available when the frequency is balance driven Thre
119. tomer makes a 30 minute call and the tariff rate is 0 20 min The call is charged as 30 0 20 10 5 40 and this value is stored in the CDR for the call Thus the customer s balance will be modified by 5 40 to become 15 40 At the same time the volume discount counter will go up by the amount without the discount Thus the counter will go up by 6 to become 16 00 c 2000 2006 PortaOne I nc All rights Reserved www portaone com 71 PORTA H Billing100 Adjusting Billing Parameters Products A product is a combination of services that you provide to a customer for a price For example you decide to sell calling cards with 10 cents minute calls to the Czech Republic for calls to a local access number in New York and 15 cents minute 50 cent connection fee for calls to a toll free line In this case your product will include two types of service e access via the local New York number and e access via the toll free line with price parameters associated with each service Accessibility is the main component of a product definition It specifies where your customers are allowed to use a service and how they should be charged for it Accessibility allows you to specify three parameters to define an access point 1 The gateway on which the service is used What is the exact meaning of gateway in this context For example if a customer calls to gateway A enters his PIN and makes an outgoing call which is termin
120. tors VoIP engineers and system or helpdesk operators To implement PortaBilling you need to understand the following General UNIX operating system environment the examples in this document are written for FreeBSD VolP architecture concepts and technologies general knowledge RADIUS SQL databases the examples in this document are for MySQL c 2000 2006 PortaOne I nc All rights Reserved www portaone com 4 PORTA Billing1OO Administrator Interface How to Get Technical Assistance The dealer who you purchased this product from is the first place you should go for technical assistance The dealer is usually the most qualified soutce of help and 1s the one most familiar with your system and how this product should be installed Many dealers have customer service and technical support programs that offer varying levels of support depending on your needs and computer knowledge If your dealer cannot assist you If you cannot get assistance from your dealer the vendor provides varying levels of technical assistance PortaOne s Customer Support Service e mail support portaone com can supply quick answers to specific inquiries regarding product features and technical questions You can visit our website http www portaone com for more information Hardware and Software Requirements Client System Recommendations OS Windows 95 XP UNIX or Mac OS Browser IE 6 0 Mozilla 1 6 Netscape 7 1 or later Coo
121. tput formats for date and time Output Format Date fob mm rvrr 31 17 2003 r Time HH24 m1 55 user Defined Date amp Time op mm rvrr HH24 MI 58 user Defined Input Format Date ob mm rvrr 31 17 2003 r Time HH24 m1 55 user Defined Making changes to the date and or time format on this page enables users to enter dates and times in the desired format throughout the entire PortaBilling100 web interface Correspondingly all pages generated at a user s request will contain the date and time in the previously set up format Date Time format strings are composed using specifiers which represent the values to be inserted into the formatted string c 2000 2006 PortaOne I nc All rights Reserved www portaone com 1 9 PORTA Billing 100 Introduction In the following table the specifiers are given in upper case Formats are case insensitive Description Date DD 0131 Dayofthe month D 13 Day of the month without a leading 0 Ferrer eres MONTH January Full name of the month December 2003 Year 00 99 Last two digits of the year Time HH HH24 Hours HH12 0 12 12 hour time format requires AM PM Specifier Minutes Seconds AM PM AM PM AM PM A separator can be any symbol except for letters and digits or may be left blank DD MM YYYY 12 03 2003 MON DD YY MAR 12 03 Separators HH MI SS 12 30 00 HH12 MI SS WRONG AM PM Specifier is missing HH12mi pM 1230 AM
122. ttons on the far right hand side of the screen allow you to rearrange selected elements of the Included column The Go To button opens the edit screen for the selected component c 2000 2006 PortaOne Inc All rights Reserved www portaone com 9 4 PORTA Billing1OO System Management Creating a New User ACL From time to time you will find that the predefined user ACLs Admin Helpdesk and so on offer too few or too many restrictions for a patticular class of user In such a case it is time to create a new user ACL The easiest method is to take an existing access level and create a new one modeled on it and then modified to fit your needs You should examine the permissions granted to the model access level and verity that you want to grant access to those resources Next you can include other components to suit your needs As a style recommendation we suggest that you first create a component containing the dependant components you wish to utilize Finally create a new user ACL which includes only this new component Now you can assign this ACL to new users The PortaBilling100 ACL management system contains style conventions which you would be well advised to follow e The name of a component should be descriptive based on the actions which it allows Examples are Delete a node Currencies read only and Access to Vendor Reports e Create a new group for any components or user ACLs which you define so
123. tw aj Name Default csv Media CSV CSV Type Tariff Upload Timezone uto Media Header Fields Columns CSV Delimiter comma CSV Text qualifier double quotes No Header Iv Header Data Start At Row z No Fields VW Fields Data Start At Row s Columns Data Start At Row 2 Once selected in the Add Template window the document s Media and Type cannot be changed since the information on this page is automatically generated using these parameters Each Template object consists of several logical components For example the Invoice Template s components are Media Header Fields and Footer c 2000 2006 PortaOne I nc All rights Reserved www portaone com 32 PORTA Billing 100 System Management The Media tab is present for all types of templates and shows the media available for upload or download For Tariff upload in CSV format it is important to know what delimiter was used whether there is a header or at what row the tariff information starts For Invoices the Media tab contains a link to the PortaBilling Layout Designer which allows you to customize the appearance of your invoices and receipts HE Edit Template Fe E seve IA savexciose close ies O O Name Default XLS Media Excel Excel Type Tariff Upload Timezone Auto v Media Header Fields Columns Description aouen Format Other Format Rule Post Processing Rule Column
124. umerous online signup frontends can be developed using a combination of the Subscription HTTP REFERER and Validation Module fields Read about How to configure Web Subscription in the PortaBilling Guide Part II Vendor Management Vendors are your service providers for example termination partners or incoming toll free line providers Every time a call travels from your network to a vendor via telephony or VoIP there is a cost associated with it and at this point PortaBilling will charge the account and customer for the call as well as calculate your termination costs On the Vendor Management screen you may view a list of all registered vendors This list provides the following information and activities i 4 Vendor Management E Add amp Close Objects PE Logout Badd close objects fo fBtoout Search di Search E Hame Connections Currency Balance E mail Delete Apollo SIP USD 1123 02494 Federico SIP Demo USD 0 00000 sales minixel com 97 83998 0 00000 8 11338 2057 83332 kos vendor Mexico YRs Porta Software Ltd SIP SIP I9 I9 I9 I9 IS c 2000 2006 PortaOne Inc All rights Reserved www portaone com 15 PORTA H Billing100 Adjusting Billing Parameters CDRs Click the View icon to go to the CDR view page for this vendor Name The vendor s name F i ual Connections Click the connections icon to be taken to the connections manageme
125. until the Period definition completed message is displayed then press the Add button to add another definition to this period The wizatd now returns to the first screen NOTE Time Period treats all formula elements inclusive So in the example above 6pm to 6am will be represented as hr 6pm 5am this is absolutely correct since 5am actually means all of the 5th hour 05 00 00 05 59 59 Now for the weekends pressing the Skip or Next button go to the second screen and select Weekend or holding down the lt Ctrl gt key select Saturday and Sunday from the list Select the Next button and skip until the Period definition completed message is displayed Press the Add button to add another definition to this period To include Januaty 1st in the off peak period definition skip to the Day of Month screen and select 7 Click the Next button Now select January click Next skipping forward to the next screen Follow the same steps to c 2000 2006 PortaOne Inc All rights Reserved www portaone com 60 PORTA H Billing100 Adjusting Billing Parameters select the December 24 26 interval Hold the lt Ctrl gt key down to select multiple entries On the next screen you can choose how the system will charge calls which border on your off peak period i e they cover both peak and off peak time There are two options you can choose e If the call starts in the off peak period it will be charged using off peak rates e
126. user should o Check the box next to Refund Charge to indicate that this is one of the updates that should occut o Enter 10 next to Refund o Click the Update Batch button at the bottom and O Approve the changes when the confirmation dialog appears When the page refreshes the changes will be reflected in the result listing Note f you perform a balance adjustment before an account is used it will be regarded as a change to the opening balance and will not be reflected in the CDRs For example if you create a prepaid account worth 10 then realize you have actually sold it to the customer for 20 and so add the extra 10 to the card to the customer it will look as if the card originally had 20 on it Account Info Add Account To add a new account select 4 Add For bulk account generation select 3 Account Generator The Account Info page provided for the administrator is similar to the Add Account interface however the majority of account details are read only The administrator has the ability to modity only the Web Passwotd VoIP Password Account Balance Credit Limit Product Time Zone Redirect Number Blocked Status and Preferred Language When making such changes the administrator can use the Notepad tab to provide a comment detailing the reason for these changes for example product changed credited 50 Changes can be confirmed by selecting lal Save or itl Save amp Close c 2000 2006 Po
127. ustomer Once it has been created the customer cannot be changed from a retailer to a reseller or moved under another reseller Customer Defines the customer name as it will appear in the Name PortaBilling system This 1s distinct from the Company Name field in the Address Info tab Blocked Blocks z accounts of this Customer Currency The currency must be specified by selecting it from the drop down list of available currencies Once saved the currency cannot be changed Opening The starting balance for this customet Balance This can be either Reseller or Retail Address Info The Address Info tab provides most of the commonly required contact information The Send Statistics select menu is worth mentioning The default choice is Full Statistics whereby the customer will receive an e mail with an attached CSV file after the billing period is closed containing all the calls made by his accounts If invoices are being generated for this customer an invoice will be attached to the e mail as well The CSV file containing all calls may be rather large so it is possible to use the Summary Only option When this option is used the customer will only receive a brief summary e mail Finally it is possible to turn off e mail statistics by choosing the Do Not Send option Also note that you may allow your account manager to receive a copy of every e mail sent to the customer by entering his e mail address in the BCC field
128. ven if part of the call was made during peak time This method is the easiest and most transparent for end user authorization of outgoing calls e Or the off peak rate will only be used if the call started and finished during the off peak period Thus any call which partially extends into the peak period will be charged at the peak rate To evaluate your work look in the top text area The following text should be displayed From 6 00pm until 6 00am any day of any month OR Sunday and Saturday of any month OR 1 of January OR 24 26 of December If the definition is correct click the Finish button Test the off peak period If you are unsure whether you have created a correct off peak period definition you may use the test utility to check if a specific moment in time fits into the period or not In order to run the off peak period test l l TEST T either click the icon in the tariff information window or use the Test Period button on the last page of the off peak period wizard Test Period fe E save swencise tose 2 don HH24 MI EP vyyy MM DD Period Period Description PERIOD From 21 00 until 07 00 JavaScript Application VI EE c 2000 2006 PortaOne Inc All rights Reserved www portaone com 61 PORTA H Billing100 Adjusting Billing Parameters Now simply enter any time date and click the Test button to check whether this moment fits into the off peak period de
129. ws the report to be divided into hourly and daily intervals Select a customer or vendor or a destination which may be specified exactly or use a wildcard For example all calls to England may be specified as 44 in the destination field The date and time range for the search must be specified To initiate the query click the Show results button 106 PORTA Billing1OO Statistics HB Custom Query gt close 4 objects Logon Customer ALL v Vendor T Systems v Destination se Eg From 2004 03 03 YYYY MM DD 00 00 00 HH24 MI 55 E To 2004 03 04 YYYY MM DD 00 00 00 HH24 MI 55 Split uo split v Show results pre Calls Billable Calls Duration min sec ASR ALOC min sec Cost Revenue USD 03 03 2004 00 00 00 03 04 2004 00 00 00 ALL 1965 1101 6186 48 56 03 5 37 2712 47 T Systems 1965 1101 6186 48 56 03 ape 196 76 Interval The results table contains two rows one each for the customer and the vendor o Calls o Blillable Calls o Duration min sec o ASR Average Success Rate o ALOC Average Length of Call o Cost Revenue in PortaBilling ownet s currency Cost Revenue The Cost Revenue Report screen allows the user to easily download all Cost Revenue reports that have been generated in the system Reports are grouped by the following call types o Inbound by Country default o Inbound by Customer o Outbound by Country o Outbound by Vendor o Inbound The active selection
130. ww portaone com PORTA H Billing100 Adjusting Billing Parameters operator clicks the Stop Timer d icon and the Print Receipt icon appeats Clicking this icon will initialize the receipt pop up c 2000 2006 PortaOne Inc All rights Reserved www portaone com 96 PORTA E Billing100 5 Help Desk c 2000 2006 PortaOne I nc All rights Reserved www portaone com Help Desk 97 PORTA EK Billing100 Help Desk Call Trace The call tracing utility allows you to determine the characteristics of a specific call when you know the h323 conf id or the destination which may be specified exactly or using a wildcard For example all calls to England may be specified as 44 in the destination field The date range for the search must be specified but it 1s highly recommended that it be set to the smallest range necessaty in order to reduce waiting time and server load Ideally the search window should contain only one day To initiate a quety click the Trace a Call button If no results appear then try broadening the query When results appear the desired call must be located within the result set If there are too many results they will be divided across pages though it 1s advisable to narrow the query in this case HET Call Trace close objects B Logout H323 conf id Destination 496 10 min Eg From Date 2004 03 01 YYYY MM DD EE To Date 2004 03 04 YYYY MM DD Trace a call Trace
131. y types applicable for the chosen manufacturer will be shown Radius Client Check the box if the node will be providing accounting tecotds to the Radius servet Radius Key This input will be available only if the node has been designated as a Radius client This is the authentication key for all Radius interactions An easy to remember passwotd may be automatically generated by selecting the Auto button Radius More than one interface can be present on the node Source IP specifying the IP address of the one that communicates with the Radius server Time Zone Select the time zone which is used by this node to report date time information to the billing from the drop down list of zones This is only required for troubleshooting purposes since the time zone name is included in the date time string sent by the gateway Route Categories This screen allows you to define new categories into which you can divide your available routes To create a new category select Add from the toolbar HEC Route Categories p gt E Ade Gl sovencore 8 Ce toget Edit Name Description Delete Cheap routes average quali E H Route Categories e E ma al saves cise B ose MD Logon Description Economy Cheap routes average quality Name of route category This is the name you will see in the select menu when assigning a route category for the rate Description of this route category c 2000 2006 PortaO
132. your destinations in the E 164 numbering space The Destinations table contains the valid E 164 prefixes Different standardization and governmental bodies control the E 164 numbering space and some private numbering spaces also exist c 2000 2006 PortaOne Inc All rights Reserved www portaone com 38 PORTA H Billing100 System Management Click here to view the Official I TU Dialing Procedures document PDF PortaBilling is supplied with an essential Destinations database containing reliable information collected from authoritative sources and linking prefix information to O Country if applicable o Subdivision if applicable o Description Of course you can edit the supplied Destinations list according to your needs Also you can always add more destinations later if needed Add Edit destinations online To add new destinations select the M Add button The Save New icon will appear on the Destinations form Enter the prefix and choose a country from the drop down list After selecting the country the subdivision field will be refreshed Choose a subdivision if necessary Click the Save New icon to save the new destination i 4 Destinations 44 Prefix Country Description ABCDEFGHIJKLMNOPQRST ZAMBIA i cec cpm ZIMBABVVE Edit Prefix Country Subdivision Description Not Applicable zl E 44 E 440 E 441 4414263 5 4414266 4415230 5 442 5 4420 44207 5 44208

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