IP Centrex Services

Initial Configuration of PortaSwitch®

Checklist

Create Customer Tariffs

Enter Rates

Create Subscription Plans

Create a Product

Create a Customer Class

Create a Customer

Upload Phone Numbers in DID Inventory

Create Phone Lines

Add New Extensions

Add Huntgroups

Call Forwarding

 

This handbook demonstrates how to configure IP Centrex services so that your customers will be able to communicate within the IP Centrex environment. It will also assist you in creating phone lines, adding extensions and huntgroups, and finally configuring different call forwarding scenarios.  

 

Please refer to the IP Centrex Features section in the PortaSIP Administrator Guide to read more about hosted IP PBX features available in PortaSwitch®.

 

For more information about available fields, click  at the top-right corner.

Initial Configuration of PortaSwitch®

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.

Checklist

Print the following page and use it to check off the operations you have completed while performing configuration according to the instructions in this chapter. Please be sure to perform all of the operations in the order designated (all of the boxes should be checked), otherwise the service will not work.

 

 

Operation

 

Done

Rating configuration (Customer)

 

Create a tariff (referred to below as tariff A) which will be used to calculate the charges for outgoing calls from the customer’s IP Centrex environment

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Enter rates in tariff A, covering the destinations where the accounts can call. A zero cost rate for the special VOICEONNETRX destination should also be added to this tariff

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Create a tariff (referred to below as tariff B) that will be used to calculate the charges for incoming calls

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Enter a zero cost rate for the special |’ (pipe) destination in tariff B. This rate will be used to calculate the charges for incoming calls

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Create a subscription plan and configure it as described in the Charging for Value-added Services section

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Create an IP Centrex product

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Create a rating entry for this product, associating the Voice Calls service and tariff A with the PortaSIP node and empty Access Code

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Create one more rating entry for this product, associating the Voice Calls service and tariff B with the PortaSIP node and INCOMING Access Code

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Assign a subscription plan to your IP Centrex product

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Account provisioning

 

Create a retail customer who will use the IP Centrex service

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Upload phone numbers

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Create phone lines

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Add new extensions

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Create huntgroups

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Create Customer Tariffs

To provide IP Centrex services successfully, you should create two customer tariffs. These tariffs will be used for separate charging of outgoing and incoming calls.

 

Follow the steps below to create the tariff that will be applied to customers for making outgoing calls:

 

1.     On the navigation menu, select Service catalog and click Tariffs.

2.     On the Create tariff panel, fill in the tariff details:

·       Name – Type a short name for the tariff object; this is the name you will see in the select menus, (for example, SIP Phone Subscribers).

·       Currency – This indicates the currency in which you charge your customers.

NOTE: The currency for the tariff is chosen only once, and cannot be changed later.

·       Service – Select Voice Calls.

·       Applied to – Select Customer as this tariff will be used to charge your customers.

·       Managed by – Select Administrator only here, since we are setting up a service without the involvement of resellers.

 

3.     Click Save.

 

Title: Tariff list - Description: Tariff for outgoing calls.

 

4.     Repeat these steps to create the tariff that will be used to calculate the charges for making incoming calls.

 

Enter Rates

You should specify the rates for the two tariffs created in the previous section.

·      Rates for the tariff that will be applied to customers for making outgoing calls should cover the destinations where the accounts of one customer can call. These are used to calculate the charges for outgoing calls. Additionally a zero rate for the special VOICEONNETRX destination should also be added to this tariff. This rate will be used to produce zero charges for outgoing calls between accounts within the same IP Centrex environment.

·      For the tariff that will be applied to customers for making incoming calls, only a zero rate for the |’ (pipe) destination should be added. This rate will be used to produce zero charges for all incoming calls.

Managing Rates Online

1.     On the navigation menu, select Service catalog and click Tariffs.

2.     Use the Tariff search panel to locate the tariff you created for outgoing calls (IP Centrex services – Outgoing). Specify one or more of the search criteria listed there and click Apply filters.

3.     On the Results panel, click your customer tariff name, which is also a link that redirects you to the edit tariff panel.

4.     On your customer tariff’s panel (IP Centrex services – Outgoing), click Rates.

5.     On the Add rate panel, select VOICEONNETRX in the Destination field. Set the First price and Next price fields to zero if you are not going to charge for calls between extensions in the same IP Centrex environment. Leave the other fields as they are.

6.     Click Save.

 

Title: Rate list - Description: Add the VOICEONNET rate.

 

7.     On the navigation menu, select Service catalog and click Tariffs.

8.     Use the Tariff search panel to locate the tariff you created for incoming calls (IP Centrex services – Incoming). Specify one or more of the search criteria listed there and click Apply filters.

9.     On the Results panel, click your customer tariff name, which is also a link that redirects you to the edit tariff panel.

10.   On your customer tariff’s panel (IP Centrex services – Incoming), click Rates.

11.   On the Add rate panel, select | (pipe) in the Destination field. Set the First price and Next price fields to zero if you are not going to charge customers for incoming calls. Leave the other fields as they are.

12.   Click Save.

 

Title: Rate list - Description: Add | (pipe) rate.

Create Subscription Plans

In order to charge your customers for additional services, create subscription plans and perform their configuration as described in the Charging for Value-added Services handbook.

Create a Product

1.     On the navigation menu, select Service catalog and click Products.

2.     On the Create product panel, fill in the product details:

·       Name – Type an internal product name that will be shown on the administrator interface.

·       Name visible to end users – Type a name of the product that will be shown to end users on their self-care interfaces.

·       Product type – Select Main product here.

·       Currency – Choose a currency the product will be priced in.

·       Managed by – Select Administrator only here, since we are setting up a service without the involvement of resellers.

·       Account default ACL – Choose an Access Control List (ACL) for accounts with this product assigned. ACLs control which objects end users can access to and which actions they can perform.

·       Account Role – Select Phone line since this product is intended for making and receiving calls.

 

3.     Click Save.

 

Title: Product list - Description: Create a new product.

Included services

Define which service types are included in the product. A service type is a description of the physical service provided to end users.

To add a service type:

1.     On your product’s panel, click Services.

2.     On the Services panel, click Add a service.

3.     In the Select services to add dialog box, select Voice calls and click Add.

 

Title: Product - services - Description: Add a service.

Create Rating Entries for the IP Centrex Product

The product rating list has two functions: it defines permitted access points (nodes and access numbers) and specifies which tariff should be used for billing for each of these points. The rating list consists of rating entries.

 

1.     On your product’s panel, click Charges, then click Usage charges.

2.     On the Usage charges panel, click Add.

3.     Fill in the required information:

·       Service – Select Voice Calls.

·       Node – Select the PortaSIP® node.

·       Access code – Leave this field empty for the basic SIP service.

·       Tariff – Choose the tariff that will be used to calculate the charges for outgoing calls.

·       Overdraft protection – To configure overdraft protection for this product, consult the Configure Overdraft Protection Section within the Product section in the Overdraft Protection Configuration handbook.

 

4.      Click Save.

 

Title: Usage charges - Description: Rating entry for outgoing calls.

 

5.     On the Usage charges panel, click Add to add the second rating entry.

6.     Fill in the required information:

·       Service – Select Voice Calls.

·       Node – Select the PortaSIP® node.

·       Access code – Type INCOMING in this field.

·       Tariff – Choose the tariff that will be used to calculate the charges for incoming calls.

·       Overdraft protection – To configure overdraft protection for this product, consult the Configure Overdraft Protection Section within the Product section in the Overdraft Protection Configuration handbook.

 

7.     Click Save.

Assign a Subscription Plan to the IP Centrex Product

With subscription plans, you can charge customers recurring (e.g. monthly) fees for using the service. The chosen subscription will be applied to every account with this product assigned. On your product’s panel, click Charges, then click General info.

1.     On the Charges panel, choose a subscription plan from the Subscription list. 

2.     Click Save.

 

Title: Charges - Description: Assign a subscription to a product.

Create a Customer Class

Customer class provides the ability to define a business model and a group of parameters in a centralized way, and then apply those parameters to many customers at once.

 

1.     On the navigation menu, select Sales, then select Customer classes.

2.     On the Create a customer class panel, fill in the customer class details:

·       Name – Type a short name for this customer class.

·       Currency – Specify the currency in which you want to set the Collection threshold. When specified, this customer class can only be assigned to customers with the same currency. Once the currency selection is saved, it cannot be changed.

·       Business model – Select which customers this customer class will apply. Select Hosted IP PBX from the list.

·       Description – Type your comments about the intended use of this customer class.

 

3.     Click Save.

 

Refer to the Create a Customer Class section of the Basic Residential VoIP Service handbook and complete the customer class creation.

 

Title: Customer class - Description: Create a customer class.

Create a Customer

A customer is your client (an individual or a company) to whom you provide services.

To create a new customer:

 

1.     On the navigation menu, select Sales, then select Customers.

2.     On the Create customer panel, fill in the customer details:

·       Name – Type a short name for the customer object; this will be used on the web interface.

·       Business model ­– A business model defines what type of service is to be provided to the customer. Select Hosted IP PBX for this customer.

·       Customer class – Customer class allows you to define a policy for automated payment collection. By choosing a specific class here the customer will automatically inherit all of the class properties (grace period, invoice template, etc.). Select the previously created customer class.

·       Billing period – Choose a billing period for the customer. A billing period defines the frequency of invoicing for this customer.

·       Billing period time zone – Choose a time zone in which customer’s billing period will be closed and invoices will be generated.

·       The last day of the billing period – This is a read-only field available only during customer creation. It shows the last date of the customer’s first billing period. Note that this date is shown in customer’s time zone.

·       Balance control - Specify the way the customer will pay for the service: Postpaid – after consuming the services; Prepaid – prior to consuming the services. Select Postpaid in this field.

·       Currency – Choose the currency in which this customer will be billed.

·       Credit limit – Assign a credit limit for the customer.

 

3.     Click Save.

 

Title: Customer list - Description: Add a new customer.

Personal info

Define the customer's personal information (such as name, email address, and etc.).

1.     On your customer’s panel, click Personal, then click General info.

2.     On the Personal info panel, fill in the customer’s personal information and an email address for the receipt of accounting information. After the billing period is over, a list of xDRs and other statistics will be sent to this address.

Web self-care

Define credentials and preferred settings (such as language, time zone, date input and output formats) for this customer's self-care interface.

1.     On your customer’s panel, click Personal, click General info, then click Web self-care.

2.     On the Web self-care panel, define credentials for the customer self-care interface (such as login, password, time zone, etc.) and other preferred settings.

Balance and credits

1.     On your customer’s panel, click Finances, click General info, then click Balance and credits.

2.     On the Balance and credits panel, define the Credit limit warning threshold parameter. The customer can be notified by email when his balance is dangerously close to the credit limit and service will soon be blocked. The threshold can be specified:

·       As a percentage (e.g. 90%). The warning will be sent when the customer’s balance exceeds that percentage of his credit limit. So, if the credit limit is USD 1000.00 and the threshold is 90%, a warning will be sent as soon as the balance exceeds USD 900.00. This is only applicable when the customer has a positive credit limit.

·       As an absolute value. The warning will be sent as soon as the balance goes above the specified value.

Invoices and taxation

Define whether to send this customer their statistics and invoices by email.

1.     On your customer’s panel, click Finances, and then click Invoices and taxation.

2.     On the Invoices and taxation panel, set the Send Statistics via email option to Summary only. This delivers a call summary only and do not attach a details file; this could be useful in the case of a large number of calls. Other options are Full Statistics (attach a complete list of xDRs) or Do not send (this option prevents the delivery of event statistics to this customer via email).

Services

1.     On your customer’s panel, click Services.

 

The Services panel provides an access to a group of panels where you can activate / deactivate various features of the voice calls service provided to the customer.

 

This is a convenient way for managing parameters which are the same for a whole set of accounts. Instead of trying to configure them for each individual account, you can define them once at the customer level, then specify in the account configuration that the value in the customer’s configuration be used. Should you wish to change this value later, you need only modify it once for the change to be automatically propagated to all accounts.

 

Please consult the PortaBilling® help for a description of parameters available here. For now you may leave these with their default values. If you change them later, these changes will automatically affect all accounts created under this customer.

 

2.     Click Save.

Upload Phone Numbers in DID Inventory

Perform the configuration of the DID Inventory according to the instructions provided in the Managing Available Phone Numbers (DID Inventory) handbook.

Create Phone Lines

A phone line is a PortaSwitch® account provisioned on a port on an IP phone / ATA so that it allows the sending and receiving of calls via PortaSwitch®.

 

For information on how to create an account, refer to the Create an Account section of the Managing Available Phone Numbers (DID Inventory) handbook.

 

To create many accounts at once and allocate proper DID numbers to all of them, use the Account generator. Please refer to the Create a Group of Accounts subsection of the Create an Account section in the Managing Available Phone Numbers (DID Inventory) handbook.

Add New Extensions

Once accounts have been created, they can be assigned to individual extensions. This is done by an end user. Please consult the Create Extensions subsection of The Auto Attendant Configuration section in the Configuring the Auto Attendant Functionality handbook for more information about creating new extensions.

Add Huntgroups

Adding huntgroups is done by an end user. Please consult the Create Huntgroups subsection of The Auto Attendant Configuration section in the Configuring the Auto Attendant Functionality handbook for more information about creating new huntgroups.

Call Forwarding

You can choose the desired forwarding mode for an account from the Forward Mode list on the Service Configuration tab. Configuring call forwarding is usually performed by an end user on the account self‑care interface. Please consult the Phone Lines section of the PortaBilling® help for more information. If you would like to configure call forwarding from the admin interface, please refer to the ... configure call forwarding? section of the How to... handbook.