Setting up Callback Services
Initial Configuration of PortaSwitch®
Enable Callback Module on the Configuration Server
Create a Vendor Tariff
Create a Vendor
Setting up ANI Callback
Setting up SMS Callback
Setting up WEB Callback
Setting up Email Callback
The concept behind Callback services is that an end user does not just make an outgoing call to reach someone. Instead, he receives a call to the phone number he has previously provided, where he can be reached, and then another call is made to the destination number of the person he wishes to reach. The two calls are then bridged together.
There are four types of Callback services:
· A user dials an access number and is then called back. Following the IVR prompts, he enters a destination number and becomes connected;
· A user sends an SMS with the required information and that triggers a callback call;
· A user enters a web page, fills in a form and then the system calls him back;
· A user sends an email with the required information and that triggers a callback call.
This section of the Handbooks collection demonstrates the initial configurations for all of the above-mentioned callback types. Make sure that all the steps from these instructions are followed to the letter before you begin to configure your callback services.
Print the following page and use it to mark the operations you have completed while performing the system setup according to these instructions. Please make sure that you perform all of the operations in the order designated (all of the boxes should be checked), otherwise the service will not work.
Enable the Callback Module on the Configuration Server
Rating configuration (Vendor)
Create a tariff A, which describes your termination costs
Insert rates in tariff A for the destinations your customers will call
Create a vendor
Create a connection for this vendor using tariff A
If you have just installed the PortaSwitch® software or dedicated a new billing environment to configure the services described in this handbook, make sure to first perform the initial configuration of PortaSwitch®. To do this, use the PortaSwitch® Initial Configuration handbook.
1. Clone the existing Configuration.
2. From the Configuration tree choose BillingEngine and enable the Callback feature in the FeatureModules group.
3. Click the Save button and then the Verify button.
4. Verify the new configuration and click the Check / Apply button.
A tariff is a single price list for call services. A tariff combines:
· the conditions which are applicable to every call regardless of the destination called;
· the per destination rates.
1. In the Rating section of the Admin-Index page, choose Tariffs.
2. On the Tariff Management page, choose Add.
3. Fill in the Add Tariff form:
o Name – A short name for the tariff object; this is the name you will see in the select menus.
o Currency – Indicates the currency in which the vendor charges you.
NOTE: The currency for the tariff can only be chosen once and it cannot be changed later.
o Applied To – Choose Vendor in the Applied To menu.
o Routing – Leave the Routing box checked.
o Service – Choose Voice Calls here.
4. Click Save & Close.
Rates are per-destination prices. Please refer to the Call Billing Parameters section in the PortaBilling Administrator Guide for more details on billing parameters.
Managing rates online is very convenient for maintaining existing rate tables, as well as for reference purposes. However, in the case of new price lists or major updates, the offline method is better.
1. On the Tariff Management page you will see a list of available tariffs. Click the Rates icon located before the name of the tariff.
2. In the Edit Rates screen, click Add.
3. Fill in the required information:
o Destination – A destination prefix may be entered directly (e.g. 86 for China) or you can access the destinations directory by clicking the Destination link (in the column header). Here you will find all prefixes listed by country name.
NOTE: You need to create an entry for a phone prefix in the Destination register before you can create a rate for it in a tariff.
o Route Category – You can split your available routes into several categories, such as “High quality,” “Premium,” etc., and then create routing plans for your customers. Use the Default route category for now.
o Preference – The routing priority for the specific destination: 10 is the highest priority, 0 is the lowest (i.e. do not use this destination for routing). For now, set all of your vendor rates at preference 5, and the system will organize the available routes according to cost (LCR).
o Huntstop – Do not allow the system to include routes that have a lower preference to the routing list.
o Interval First – First billing unit in seconds.
o Interval Next – Next billing unit in seconds.
o Price First – Per-minute price for first interval.
o Price Next – Per-minute price for next interval.
NOTE: Off-peak fields appear only if this tariff has already been assigned an off-peak period in the Tariff Info screen.
o Effective From – If you want this rate to take effect sometime in the future, you can either manually type in a date, or use the calendar (click the DD-MM-YYYY link).
NOTE: When using the calendar, you can specify that the date you are entering is in a different time zone than your own and PortaBilling® will then automatically adjust the time.
4. Click the Save button on the toolbar, or the Save icon on the left end of the row.
You also can upload rates from a .csv or .xls file – please consult the Rate Import section for more details.
Perform the Create Tariff and Enter Rates steps described above until you have created a tariff with termination costs for each termination partner you have; these tariffs are created as “Applied to: Vendor.”
This step is only required if you have not yet entered information about your vendors into the system. Vendors are your termination partners or providers of incoming toll-free lines and DID numbers.
1. In the Participants section of the admin interface, choose Vendors.
2. On the Vendor Management page, click Add.
3. Fill in the Add Vendor form. Please note that there are three tabs available on the screen. The most important fields are:
Main form (top)
o Vendor Name – Short name for the vendor object; will be used on the web interface.
o Currency – The currency in which this vendor charges you.
o Opening Balance – Starting balance for the vendor; the default is zero.
o Billing Period – Split period for vendor statistics.
o Time Zone – The time zone which the vendor uses for his billing period (when invoicing you). Statistics will be divided into periods according to this time zone.
4. Click Save&Close.
5. Repeat steps 2-4 to add all of your vendors.
1. In the Participants section of the admin interface, choose Vendors.
2. Click on the Connections icon next to the vendor name.
3. Press Add to add a new connection.
4. Fill in the connection information, including the IP address of the vendor’s gateway or switch. Choose the tariff that defines your termination costs for this connection / vendor. Specify Description and Capacity as they are mandatory for all connection types.
5. Click Save & Close.
6. Repeat steps 3-5 to add more connections to the same vendor.
7. Repeat steps 2-6 to add connections for other vendors.
Please refer to the Setting up ANI Callback Services handbook for a detailed description of ANI callback configuration.
Please refer to the Setting up SMS Callback Services handbook for a detailed description of SMS callback configuration.
Please refer to the Setting up WEB Callback Services handbook for a detailed description of WEB callback configuration.
Please refer to the Setting up Email Callback Services handbook for a detailed description of Email callback configuration.