SIP Trunking for IP PBX Incapable of Digest Authentication

Initial Configuration of PortaSwitch®

Create Customer Tariffs

Enter Rates

Create a Product

Create a Customer Class

Create a Customer

Create Accounts

Accounts for Outgoing Calls from IP PBX

Accounts for Incoming Calls to IP PBX

 

This chapter demonstrates how to set up SIP trunking for IP PBX incapable of digest authentication so that:

·       A call to one of the DIDs that the customer has purchased is processed by PortaSwitch® and routed to the customer’s external IP PBX

·       Outgoing calls from the customer’s IP PBX are processed and routed by PortaSwitch® to carriers.

 

Please refer to the Hosted IP PBX / IP Centrex Solution section in the PortaSIP Administrator Guide for information on how to activate and use the IP Centrex / hosted IP PBX features available in PortaSwitch®.

Checklist

Print the following page and use it to check off the operations you have completed while performing the system setup 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.

 

_Hint_ExclamationMark The checklist below assumes that you have already configured basic SIP and PSTN‑to‑SIP services according to the instructions provided in the previous chapters.

 

 

Operation

 

Done

Rating configuration (Vendor)

Confirm that the DID supplier vendor and its “Calls from Vendor via SIP” connection has been configured according to the instructions in the Incoming Calls from PSTN section

 

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Rating configuration (Vendor)

 

Confirm that the internal vendor and its “Calls to Vendor via SIP” connection has been configured according to the instructions in the PortaSwitch Initial Configuration section. Check if the Internal connection use for field contains the “SIP-to-External SIP proxy (SIP-URI)” string for this vendor. Check if the tariff assigned has a zero cost rate for the wildcard destination (|).
If you need to configure the internal vendor rating perform the following steps:

Create a tariff (referred to as tariff A later on) that describes your termination costs for calls forwarded to SIP-URI (make sure it is NOT a Routing type!)

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Enter a zero cost rate for the wildcard destination (|) in tariff A

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Create an internal (virtual) vendor for keeping track of calls forwarded to SIP-URI (you can use the internal vendor created earlier)

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Create a “Calls to Vendor via SIP” connection with the Remote Gateway ID field containing the “SIP-URI” string for this vendor using tariff A

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Rating configuration (Customer)

 

Create a tariff (referred to as tariff B later on) that will be used to calculate the charges for outgoing calls from customer’s IP PBX

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Enter rates in tariff B that cover the destinations where your customers can call

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Create a tariff (referred to as tariff C later on) that will be used to calculate the charges for incoming calls to DIDs

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Enter rates in tariff C that cover the DIDs you offer to your customers

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Create your SIP trunking product

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Create a rating entry for this product that associates the service Voice Calls and tariff B with the PortaSIP Node and OUTGOING Access Code

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Create a rating entry for this product that associates the service Voice Calls and tariff C with PortaSIP Node and INCOMING Access Code

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Account provisioning

 

Create a retail customer who will represent the IP PBX owner

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Create an account that will be used to authorize outgoing calls from IP PBX

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Create accounts for incoming DIDs (depending on IP PBX capabilities)

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Testing

 

Provision the IP PBX to place outgoing calls via PortaSwitch®

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Provision the IP PBX to receive incoming calls via PortaSwitch®

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Check the parameters (SIP proxy address and port and optionally, account ID and password) in the IP BPX and then make a test call

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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® and configure incoming calls from PSTN. To do this, use the PortaSwitch Initial Configuration and Incoming Calls from PSTN handbooks.

Create Customer Tariffs

You should create two separate tariffs for your IP PBX customer. These tariffs will be used for charging outgoing and incoming calls.

 

Follow the steps for creating customer tariffs below:

 

1.      On the Main Menu page, in the Rating section, click Tariffs.

2.      On the Tariff Management page, click add Add on the toolbar.

 

Create customer tarriffs

 

Fill in the tariff information

 

3.      Fill in the Add Tariff form:

·       Name – A short name for the tariff object; this is the name you will see in the select menus.

·       Currency – Indicates in which currency pricing information is defined. All pricing information for a single tariff must be defined in the same currency.

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

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

·       Managed By – Choose Administrator Only here (this option is only visible after you select Applied to: Customer above).

·       Service – Choose Voice Calls here.

·       Default Off-peak Period – If you do not differentiate between peak and off-peak rates, just leave Not Defined; otherwise, select one of the previously defined off-peak periods.

·       Destination Group Set – If you wish to enter rates in the tariff not for every individual prefix, but for a whole group of prefixes at once, you should create a destination group set and destination groups beforehand. Leave this select menu empty for now.

·       Default Formula – Default rating formula, which will be applied to every rate created in the tariff. If you leave this empty, the “old-style” rating will be used.

·       Short Description – A short tariff description. This will be shown in the rate lookup on the admin interface and the self-care pages for your accounts and customers.

·       Description – An extended tariff description.

 

4.      Click save Save.

Enter Rates

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

·       Rates for the first tariff (referred to as tariff B in the checklist) should cover the destinations that your customers can call. They are used to calculate the charges for outgoing calls from the customer’s IP PBX.

·       Rates for the second tariff (referred to as tariff C in the checklist) should cover the DIDs that the customer has purchased.

 

If you charge the same rate for forwarded calls as you do for outgoing calls and do not charge for calls made on your own network (a very typical case), you may use tariff B for both outgoing and forwarded calls.

 

_Hint_Glasses Rates can be managed online and offline. Use the section below to add rates to all tariffs.

Managing Rates Online

Managing rates online

 

Add rates information

 

1.      On the Tariff Management page you will see a list of the available tariffs. Click the editRate Rates icon in front of the name of the tariff.

2.      On the Edit Rates screen, click add Add.

3.      Fill in the required information:

·       Destination – A destination prefix may be entered directly (e.g. 420 for the Czech Republic) or you can access the destinations directory by clicking the Destination link (in the column header). Here you will find the desired prefix by country name.

NOTE: You should create an entry for certain phone prefixes in the Destination register before creating a rate for them in the tariff.

·       Interval – Specify the billing unit in seconds. If you want to define different intervals, click Wor50A3 and specify the First and Next intervals.

·       Price – Specify the per-minute price for this destination. If you have defined the first and next intervals, click Wor50A3 and specify the per-minute prices for those First and Next intervals.

·       Off-peak Interval First – first billing unit in seconds for off -peak time.

·       Off-peak Interval Next – next billing unit in seconds for off-peak time.

·       Off-peak Price First – per minute price for first interval for off-peak time.

·       Off-peak Price Next – per minute price for next interval for off-peak time.

NOTE: Off-peak fields appear only if this tariff has already been assigned an off-peak period in the Tariff Info screen.

·       Rate Formula Wizard formula_wizard  – launches the wizard for creating a custom rating formula.

·       Effective From – If you want this rate to take effect sometime in the future, you can either type in a date manually, or use the calendar (click on the DD-MM-YYYY link).

NOTE: When using the calendar, you can specify that the date you are entering is in a different time zone than your present one. PortaBilling® will then automatically adjust the time.

4.      Click the save Save button in the toolbar, or the save_add Save icon on the left side of the row.

5.      Repeat these steps if you need to enter more rates.

Managing Rates Offline

You also can upload rates from a .CSV or .XLS file – please consult the Rate Import section for more details.

 

Repeat the Create Tariff and Enter Rates steps to create tariffs that can be used for charging customers for incoming calls.

Create a Product

Create a SIP trunking product.

 

1.      In the Rating section of the Admin-Index page, choose Products.

2.      On the Product Management page, click the add Add icon.

 

Create a product

 

Fill in the product information  

 

3.      Fill in the “New Product” form:

·       Product Name – Type in a short name for the product; this is the name you will then see in the select menus.

·       Product Name Visible to End User – Specify the name of this product that your customers will see on their self-care interface.

·       Account Role – Select IPv4 address from the list.

·       Product Type – Select Main Product here.

·       Currency – Select the currency in which you charge your customers; only tariffs which have the same currency will be permitted in the rating list.

·       Managed By – Select Administrator Only here.

Included Services tab

·       Service Type – Select Voice Calls check box in Service type.

·       Click Next.

 

Please refer to the Basic Residential VoIP Service section for a detailed description of the product creation process.

 

4.      Click Done.

Create Rating Entries for the SIP Trunking Product

1.      On the Usage Charges tab, click the Add button.

 

 

Create rating entries

 

Add rating information for outgoing calls

 

2.      Fill in the required information:

·       Service – Choose Voice Calls.

·       Node – Select your PortaSIP® node.

·       Access Code – Leave this field empty.

·       Tariff – Select the tariff that will be used to calculate the charges for outgoing calls (referred to as tariff B in the checklist).

·       Click Update.

 

3.      On the Usage Charges tab, click the Add button to add the second rating entry.

 

Add rating information for incoming calls

 

4.      Fill in the required information:

·       Service – Choose “Voice Calls.”

·       Node – Select your PortaSIP® node.

·       Access Code – Type INCOMING in this field.

·       Tariff – Select the tariff that will be used to calculate the charges for incoming calls (referred to as tariff C in the checklist).

·       Click Update.

5.      Click save_close Save & Close to save this rating entry.

Create a Customer Class

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

 

1.      In the  Billing section of the PortaBilling® main page, choose Customer Classes.

2.      On the Customer Class Management page, click add Add.

 

Create a customer class

 

3.      Fill in the customer class general parameters:

·       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 SIP Trunking from the list

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

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

4.      Click Wor32D2 Save & Close.

Create a Customer

1.      In the Participants section of the Admin-Index page, choose Customers.

2.      On the Customer Management page, click add Add Customer and choose Manually.

NOTE: If no Quick Forms have been created, you will go directly to the Add Customer page.

Create a customer

Add the customer information

 

3.      Fill in the New Customer form. Please note that there are several tabs with extra information available on the screen.

 

The most important fields are:

Main form (top)

·       Customer ID – Specify a short name for the customer; this will be used on the web interface.

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

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

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

Address Info tab

·       Email – An email address for the distribution of accounting information. After the billing period is over, a list of xDRs and other statistics will be sent to this address.

·       Bcc – Delivery to the specified email address of your account representative a copy of every outgoing email sent to the customer; this may be used for debug and archiving purposes.

Web Self-Care tab

·       Time Zone – The time zone for the customer self-care interface.

·       Web Interface Language – Language to be used on the customer self-care web interface.

Invoices and Taxation tab

·       Send Statistics - Summary only – Deliver 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).

Billing tab

·       Billing Time Zone – Time zone in which customer’s billing period will be closed and invoices will be generated.

·       Billing Period – Frequency of invoice generation. For more details about the different available billing periods, see the PortaBilling Administrator Guide.

·       Last Day of the Period – Read-only field available only during customer creation; shows the last date of the customer’s first billing period.

·       Invoiced on – Read-only field available only during customer creation; shows a date when customer’s invoice will be generated.

Service Configuration tab

Using this tab, you can activate / deactivate various features of the services provided to customers. Note that features are defined per service type (the physical service provided to the user such as Conferencing, Data Service, Voice Calls, Messaging, etc.)

 

This tab provides you with a convenient tool for managing parameters which are to be 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.

 

As an example of such configuration, limit the number of simultaneous calls for this customer as described in the Limit Simultaneous Calls section of the Basic Residential VoIP Service handbook.

 

4.      Click save_close Save & Close.

Create Accounts

Account creation is described in the Create Accounts section of the Basic Residential VoIP Service handbook. Account configuration particularities that depend on the IP PBX features and preferences are described below.

Accounts for Outgoing Calls from IP PBX

IP PBX Incapable of Digest Authentication Capability

If the customer’s IP PBX system is incapable of digest authentication, you should implement IP-based authentication to allow outgoing calls from IP PBX. In this case create an account with the following options:

o   Account Role – Select IPv4 address from the list.

o   Account ID – The IP address of the customer’s IP PBX server.

o   Main Product – choose the main product, which you would like your account to have.

Account Info tab

o   Type – Account type; Choose Credit here.

o   Balance Control – Choose the way the balance of the account is controlled. Subordinate – the balance will directly depend on the customer; Individual Credit Limit – this account may have its own balance and credit limit (the customer credit limit still applies.)

o   Email – Enter the account owner’s email address here. If he ever forgets his password for the web self-care pages, he will be able to reset it, and a new password will be sent to this email address.

 

Accounts for outgoing calls from IP PBX

NOTE: The system will automatically create a call handling rule for applying IP‑based authorization for calls arriving from this IP address.

Accounts for Incoming Calls to IP PBX

IP PBX Incapable of Registering on PortaSIP (Method 1)

If the customer’s IP PBX is incapable of registering on a SIP server, enable the “SIP Contact” functionality for the main IP PBX account. The “SIP Contact” functionality has the ability to imitate the registration of an IP PBX (by supplying its IP address and port), so any call to a DID is delivered to the IP PBX as a “normal” incoming call.

 

To enable this functionality follow the steps below:

 

1.      Create an add-on product and specify the account role as Phone line within.

 

Create an add-on product

 

Assign the add-on product to the main product

 

2.      Create an account for this customer as described in the Create Accounts section (Account ID is the IP address of the customer’s IP PBX server) and assign the add-on product to this account.

 

Create an account

 

3.      Go to the Aliases tab and add a DID number as an alias. Please refer to the …create extra DIDs as aliases? chapter in the How To… section for detailed description.

 

Add an alias

 

4.      Go to the account’s Service Configuration tab.

5.      Select Voice Calls in the Service Type column.

6.      Click on Incoming Calls and follow the steps below to enable SIP Contact:

o   From the SIP Contact list, choose Enabled.

o   Select the Static Address option.

o   In the Host field, enter the IP address of the IP PBX.

o   In the Port field, enter the IP PBX port for SIP communication to which requests are sent (5060 port is used by default).

o   In the Transport field, select the transport protocol that will be used for SIP communication.

 

Enable SIP contact

 

7.      Click save Save & Close.

 

This functionality simplifies the configuration of SIP trunking services and the intuitive xDR presentation enhances the user experience, thus decreasing the support assistance required by end-users. This also permits your customers to use IP Centrex features that are dedicated to incoming calls and use forwarding or voicemail if the call fails.

IP PBX Incapable of Registering on PortaSIP (Method 2)

If the IP PBX cannot register on a SIP server, configure forwarding to SIP URI:

 

1.      Specify the PBX IP addresses where you will forward incoming calls for the customer:

o   Select Incoming Calls in the Voice Calls services on the Service Configuration tab on the Edit Customer page.

o   Specify the IP address you will forward incoming calls to in the Addresses field of the User-managed SIP addresses service feature.

o   Click Wor2FB0 Add to specify another IP address, if necessary.

o   Click save Save & Close.

 

 Specify the user-maged SIP address

 

2.      Create a main SIP trunking product with a phone line account role and create a rating entry for it for incoming calls (Follow the steps described above in the Create a Product section of this handbook).

 

Create a main SIP trunking product

 

3.      Create an account for this customer as described in the Create Accounts section of the Basic Residential VoIP Service handbook (Account ID is a DID number used for forwarding calls to an external IP PBX).

4.      Go to the account’s Service Configuration tab.

5.      Select Voice Calls in the Service Type column.

6.      Click on the Incoming Calls to enable forwarding:

o   In the Default Answering Mode menu choose Forward Only.

o   In the Call Forwarding menu choose Forward to SIP URI.

o   Forward by DTMF – Select Disabled.

 

Create an account

 

7.      The additional Forward tab appears on the screen. Go to this tab.

8.      Specify an appropriate CLD and IP address for your IP PBX in the SIP URI fields.

NOTE: SIP URI values should contain one of the following: IP, IP:port, domain or domain:port. So, if your IP PBX uses a port different from 5060 for incoming calls, you should specify that port here.

Configue forwarding

 

9.      Activate the Keep Original CLD option to store the original DID. The IP PBX can then correctly route these calls to extensions. (Please consult theForwarding with the original DNIS (CLD) section in the PortaSIP Administrator Guide for a detailed description).

10.   Please consult the PortaBilling Help for a description of other parameters available here. For now, you may leave these default values.

11.   Click save Save.

12.   Repeat these steps if you need to create additional accounts for forwarding calls to IP PBX.