Broadband Internet Access Services

Examples of Broadband Packages

Checklist

Initial Configuration of PortaSwitch®

Enable the NetAccess Service Type on the Configuration Server

Create Destination

Create Services

Create Nodes

Create a Vendor Tariff

Enter Rates

Create a Vendor

Define a Connection

Define an Off-Peak Period

Create Customer Tariffs

Enter Rates

Create Subscriptions

Create a Destination Group Set

Define a Destination Group

Assign Prefix to Destination Group

Create a Volume Discount Plan

Define Quotas within a Volume Discount Plan

Create an Internet Access Policy

Create a Product

Create a Customer Class

Create a Customer

Create Accounts

Check Current Volume Discount Statistics for Account

Verify Broadband Event History for Account

Viewing xDR History

Viewing Service Usage

 

This handbook describes how you can use PortaBilling® to provision and define rates for broadband Internet access services (such as DSL, ADSL, cable, etc.)

 

The most typical broadband package types that you can offer your clients include:

·       Fixed bandwidth (download and /or upload) and unlimited data transfer, for a fixed monthly fee.

·       Fixed bandwidth (download and /or upload) and a limited total data transfer amount, for a fixed monthly fee.

·       A pay-as-you-go plan, where the customer is charged based on the amount of data transferred (per kilobyte, megabyte or gigabyte).

 

In this handbook we will show you how to:

·       charge data transfers using tariffs;

·       implement packages with a fixed monthly fee using subscriptions assigned to products;

·       limit bandwidth for a product and /or an account;

·       limit data transfers using volume discount plans.

 

You will also learn how to assign a static IP to an account and restrict the number of simultaneous Internet sessions with the same Account ID.

NOTE: As a good practice, we recommend that you configure your equipment to send keep-alive messages to PortaBilling® at least every 2 hours while using Internet access services. 

Examples of Broadband Packages

As an example, we will create three packages with the following specifications:

 

·       Start: 128 kbps upload and 512 kbps download bandwidth for $15.00 monthly. To provide all of your customers with adequate Internet usage you can design a service usage policy that eliminates service abuse or illegal service usage. You can do this by limiting the quota of Internet traffic per day. For example, a customer will be unable to download more than 1 GB of data in a single day; after that, the Internet will be blocked until the following day.

·       Pro: 256 kbps upload, 1 Mbps download bandwidth and 20 GB of data transferred during peak hours and 30 GB of data transferred during nighttime hours for $30.00 monthly. You can limit upload / download bandwidth to 64 kbps after customer consumes his quota. 

·       Premium: 512 kbps upload, 2 Mbps download bandwidth and, data transfer up to 40 GB for $40.00 monthly. Data transfer above these thresholds is charged at $2.00 per gigabyte. Premium provides the rollover of unused traffic to the following month.

 

Please refer to the PortaBilling Help for detailed instructions on how to navigate and operate the web interface, along with detailed explanations of particular fields.

Checklist

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

 

 

Operation                                          

 

Done

General configuration

 

Enable the NetAccess service type on the Configuration server

[     ]

Create the symbolic destination NETACCESS

[     ]

Create services

[     ]

Network configuration

 

Add a Cisco NAS as a node on the web

[     ]

Rating configuration (Vendor)

 

Create a tariff A, which describes your data transfer costs.

[     ]

Insert rates in tariff A for the wildcard | (pipe) destination.

[     ]

Create a vendor

[     ]

Create a connection for this vendor with the Internet Access service type, using tariff A

[     ]

Rating configuration (Customer)

 

Create a tariff B which will be applied to Internet users

[     ]

Insert rates in tariff B for the symbolic NETACCESS destination

[     ]

Create subscriptions

[     ]

Create a destination group set

[     ]

Create a destination group

[     ]

Assign the NETACCESS prefix to this destination group

[     ]

Create a volume discount plan

[     ]

Define a quota within this volume discount plan

[     ]

Create an Internet access policy

[     ]

Create a product

[     ]

Create one rating entry in the product, using the node you created and tariff B

[     ]

Assign this discount plan as the default one for the product

[     ]

Apply a subscription to the product

[     ]

Apply an Internet access policy to the product

[     ]

Account provisioning

 

Create a customer

[     ]

Create accounts for this customer

[     ]

Assign a static IP and restrict the number of simultaneous sessions for accounts

[     ]

Set a bandwidth limit for accounts

[     ]

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.

Enable the NetAccess Service Type on the Configuration Server

1.     On the Configuration server web interface, go to the Configurations tab.

2.     Clone the current configuration.

 

Enable the NetAcces service

 

3.     In the Configuration Tree, click on the BillingEngine node.

4.     In the Groups panel, select the ServiceTypes group.

5.     Under the NetAccess_Enabled option, select Yes.

6.      Click the Save button and then the Verify button.

7.      Verify the new configuration and click the Check / Apply button.

Create Destination

This step is only required if you have not defined the necessary destination previously. If not, you will need to create a symbolic NETACCESS destination.

 

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

2.      Select Custom from the Number Format list.

3.      Click on the add Add button.

 

Create a destination

 

4.      Fill in the required information. In the Description column, enter useful information about the service being provided (e.g. “Internet”), since this is what your clients will see on their xDR History pages.

5.      Click Update.

Create Services

Services provide a way to define how charges are calculated (e.g. whether customers are charged based on the time they stay online, or the amount of data transferred) and how these are then presented on their invoices.

 

Add the service

 

Select the service details

 

Check the service created

 

1.      In the Billing section of Admin-Index, choose Services.

2.      Click on the add Add button.

3.      Fill in the required information:

·       Name – A short descriptive name for this service, it will be used in select menus and shown on customer self-care pages (e.g. Broadband.)

·       Service Type – Select Internet Access.

·       Rating Base – Select upload+download (mbytes). 

·       Base Unit – Select megabyte.

·       Billing Unit – Select gigabyte. This will be shown on statistics pages and on invoices.

 

4.      Click save Save.

5.      Repeat steps 2–4 if you need to create more services.

Create Nodes

This step is only required if you have not previously entered your NAS into the system. In this case, you must enter your NAS as a node. PortaBilling® requires some key information about your network equipment such as IP address, Node ID, Radius shared secret, etc.

 

Create a node

 

Add the node details

 

Check the node added

 

1.      In the Networking section of the Admin-Index page, choose Nodes.

2.      In the Node Management window, click the add Add icon.

3.      Fill in the Add Node form:

·       Node Name – A short descriptive name for this node (e.g. Cisco NAS.)

·       Manufacturer – Select Cisco.

·       Type – Select NAS.

·       Node ID – Cisco NAS host name (recommended hostname.domainname).

·       NAS-IP-Address – IP address of the NAS.

·       Client Protocol – Select RADIUS to enable the NAS (node) to communicate with PortaBilling via RADIUS.

·       Radius Key – Enter the RADIUS secret key you specified in the configuration of the NAS.

·       Radius Source IP – See the Node ID, NAS IP address, and Radius source IP section of the PortaBilling Administrator Guide. Unless your NAS has multiple network interfaces, the value here will be the same as the NAS-IP-Address.

·       POD Server – Make sure to check this box to enable interaction with this server on NAS. The system will send a special command to this server if an account runs out of balance, exceeds its data transfer limit, or expires. The POD server will then terminate the Internet session(s) opened by this account.

 

4.      Click save_close Save & Close.

5.      Repeat steps 2–4 until all of your nodes have been entered.

Create a Vendor Tariff

This step is only required if you have not entered vendor information into the system before.

 

The tariff is a single price list for the use of internet access services. To successfully provide internet access services, a tariff with corresponding data costs should be created; this tariff is created as “Applied to: Vendor.”

 

To create the required tariff, follow the next steps:

 

Create a vendor tariff

 

Add a vendor tariff

 

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

2.      On the Tariff Management page, choose add Add.

3.      Fill in the Add Tariff form:

·       Name – A short name for the tariff object (e.g. Internet Access); this is the name you will see in select menus.

·       Currency – Indicates the currency in which the vendor charges you.

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

·       Applied To – Choose Vendor in the Applied To select menu.

·       Service – Select the services you created earlier (in our example Broadband).

·       Short Description – Specify a short tariff description.

·       Description – Specify an extended tariff description.

 

4.      Click save Save.

Enter Rates

This step is only required if you have not entered vendor information into the system before.

 

Add rates

 

Specify a rate data

 

1.      While on the Edit Tariff page, click on the editRate Rates icon in the toolbar.

2.      On the Edit Rates page, click  Add.

3.      Fill in the required information:

·       Rate Code – A symbolic destination prefix may be entered directly, or you can access the Destinations directory by clicking the Rate Code link (in the column header).

·       Rounding – The billing unit in base units (in our example, megabytes).

·       Unit Price – Price for per billing units (in our example, per gigabyte). The vendor tariff needs to contain a 0 price rate.

·       Effective From – Leave “immediately” here.

 

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

Create a Vendor

This step is only required if you have not entered vendor information to the system before.

1.      In the Participants section of the Admin interface, choose Vendors.

2.      On the Vendor Management page, click add Add.

 

Add a vendor

 

3.      Fill in the Add Vendor form. Since this symbolic vendor is created only so that the system will function properly, there is no need to fill in all of the fields on the three available tabs. You need only type in a vendor name. Leave the base currency.

4.      Click the save Save button in the toolbar.

Define a Connection

1.      In the vendor toolbar click the connections_toolbar Connections button.

 

Add a connection

 

2.      Click add Add to add a new connection.

3.      Fill in the connection information:

·       Description – Type in a short description for this connection.

·       Service Type – Select Internet Access.

·       Node – Select the Cisco NAS which you previously added as a node.

·       Tariff – Select the vendor tariff you created earlier.

·       Capacity – In the Capacity field of the Connection Load tab specify the maximum number of sessions you anticipate handling on this NAS in the near future. This parameter is only used for correctly scaling the load graph for the connection.

 

4.      Click save Save.

Define an Off-Peak Period

You need to define an off-peak period for the Pro package. Please refer to the Creating a Service with Multiple Off-Peak Periods handbook for detailed instructions on how to define peak and off-peak periods.

Create Customer Tariffs

In our example, we need to create two customer tariffs: a joint one for the Start and Pro packages with a zero price per GB and another one for the Premium package with a $20.00 price per GB:

 

To create the required tariffs, follow the next steps:

 

Create customer tariffs

 

 Fill in the customer tariff details

 

Fill in the second customer tariff details

 

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

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

3.      Fill in the Add Tariff form:

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

·       Currency – Select the currency in which you will charge your customers.

·       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 – Select the service you created earlier (in our example, Broadband).

·       Default Off-Peak Period – Select the off-peak period that you created within the previous step. This off-peak period will be applied to Pro subscribers.

 

4.      Click save Save.

5.      Repeat steps 1–4 until for the Premium tariff.

Enter Rates

Specify the rating parameters for the first tariff

 

Check the rat added

 

Specify the rating parameters for the second tariff

 

Check the tariff added

 

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

2.      On the Edit Rates page, click  Add.

3.      Fill in the required information:

·       Rate Code – Type in the NETACCESS destination directly, or select it by clicking the Rate Code link (in the column header).

NOTE: The NETACCESS rate code you are creating a rate for must already exist in Destinations registry.

·       Rounding – The billing unit in base units (in our example, megabytes). Specify 1 here.

·       Unit Price – The price for interval per billing unit (in our example, per gigabyte). Leave a zero price for the Start + Pro tariff. Charge your Internet users who subscribe to the Premium package $2.00 per gigabyte for data transfer above the thresholds. Specify this price here.

·       Effective From – Leave immediately here.

 

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

Create Subscriptions

Subscriptions allow you to charge a certain periodic fee to accounts that belong to a certain product. Below we will show you how to create a monthly $15.00 subscription and apply it to a product. You will also need to create $30.00 and $40.00 monthly subscriptions and apply them to their corresponding products.

 

Create subscriptions

 

Specify the subscription details

 

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

2.      On the Subscription Plan Management page, click the add Add icon.

3.      Fill in the required information:

Main form (top)

·       Subscription Plan Name – Name of the subscription plan that will be used on the Admin interface.

·       Subscription Plan Name visible to End User – Provide the name of the subscription plan that your customers will see on their self-care interfaces and invoices.

·       Currency – Indicates which currency is used for pricing information. A subscription plan can only be applied to a product, account or customer using this same currency.

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

·       Managed By – If you want this subscription plan to be used for your reseller’s accounts so the reseller himself can change the parameters of the plan and apply it to his accounts, choose a customer name from the menu. Otherwise, choose Administrator only here.

General Info tab

·       Subscription Charges Applied – The default method is At the end of the billing period, so that subscription charges are applied to the account / customer balance when the billing period closes. Another option is Progressively, wherein a small portion of the total subscription fee is applied daily, so that the balance grows gradually. You can also choose to apply charges In advance.

·       Subscription Is Activated – Defines when the subscription will be considered active (and charges begin to apply): either from the date it is entered into the system or it can be postponed until the actual date of the customer’s first usage of the account.

·       Activation Fee – Enter the value charged for every new subscription upon startup; this field can be left empty to waive the activation fee.

·       Activation tax transaction code - Specify the internal tax transaction code from the list. PortaBilling® will use this code to extract taxation codes for EZTax®, Avalara, GST or SureTax taxation plug-ins and send them for tax processing for services covered by a subscription activation fee.

·       Minimum Subscription Period – Time (in months) during which the customer must keep the subscription plan active in order to avoid penalties. Leave this field empty to create a subscription plan that can be closed at any time.

·       Early Cancellation PenaltyIf the subscription is cancelled earlier than the minimum subscription period, a one-time fee is applied. The following options are available:

o   Fixed – A fixed charge is applied without taking account of when the subscription was cancelled.

o   Remaining subscription charges – The charge will depend on when the subscription was cancelled.

·       Cancellation tax transaction code - Specify the internal tax transaction code from the list. PortaBilling® will use this code to extract taxation codes for EZTax®, Avalara, GST or SureTax taxation plug-ins and send them for tax processing for services covered by the subscription cancellation fee (e.g. administrative costs).

·       Waive the charges for the days when no service was provided - Select this check box to exclude subscription charges for the periods when a customer is suspended because of an overdue invoice, a customer or individual account has reached the credit limit, a customer or individual account has no available funds, a customer or individual account is administratively blocked or when an account is expired. Clear this check box so subscription charges are always applied (disregarding customer / account status).

·       Can Be Applied More than Once – Select this check box to assign the same subscription multiple times to one account. You can only use this option when you are adding a new subscription plan. For new subscriptions, the Can Be Applied More than Once option is off by default (so that subscription charges are not applied multiple times for the same account).

·       Round Charged Amount – Leave the default value unchanged if you want to calculate charges with the maximum available precision; otherwise, see the PortaBilling Help for more details about setting up rounding.

·       Description – An extended description of this subscription plan.

Periodic Fee tab

On this tab you can specify the default subscription fee value that will be applied to your customers.

 

Define the periodic fee

 

·       Periodic Fee – Specify the fee value that will be applied to your customers.

·       Show rates for – Select a specific billing period the periodic fee value will be defined for.

·       Usage tax transaction code - Specify the internal tax transaction code from the list. PortaBilling® will use this code to extract taxation codes for EZTax®, Avalara, GST or SureTax taxation plug-ins and send them for tax processing for services covered by the periodic subscription fees.

 

timesaver You can manage the periodic fee value for different billing periods. When another billing period is selected in the Show rates for drop down list, the Periodic Fee field is populated with auto-calculated fee values (e.g. if a $10.00 periodic fee is defined for customers with a monthly billing period, a $2.33333 periodic fee will be applied to customers with a weekly billing period, etc). Of course, you may change the actual values afterwards (e.g. make weekly billing more expensive by setting the fee to $3.00).

 

4.      Click the save Save button in the toolbar.

5.      Repeat the above procedure for all your subscriptions:

 

Check the subscriptions added

Create a Destination Group Set

In order to define discounts for your Internet service, you need to create a destination group set.

 

1.      In the Rating section of the admin interface, choose Destination Group Sets.

2.      On the Destination Group Sets page, choose add Add.

 

Create a Destination Group Set

 

Check the destination group set added

 

3.      Type in the name of the new destination group set.

4.      Select Regular DG set from the Type list.

5.      Click the Update button to save the destination group.

Define a Destination Group

Now you need to create one destination group.

 

1.      While on the Destination Group Sets page, click on the destination group set name to enter the Destination Groups page.

2.      Click add Add to add a new destination group.

 

Select the destination group set

 

Add a destination group

 

Check the destination group added

 

3.      Type in the destination group name and provide a short description.

4.      Click the Update button to save the destination group.

Assign Prefix to Destination Group

1.      On the Destination Groups page, click on the name of a destination group to see detailed information about it.

 

Assign prefix to destination group

 

2.      This brings you to the Prefixes page. Click add Add to add prefixes to the destination group.

 

Click add

 

3.      To display the NETACCESS prefix, type it in the Search Text field.

      

Add netaccess destination

 

4.      Select the prefix and then click the save Save button.

Create a Volume Discount Plan

A volume discount plan contains definitions of all the applicable special discounts or service quotas offered to users of a certain product. We need to create three volume discount plans to provide a certain quota for each package.

 

1.      In the Rating section of the admin interface, choose Volume Discount Plans.

2.      On the Discount Plan Management page, click add Add.

 

Create a volume discount plan

 Fill in the discount information

 

3.      Fill in the Add Discount Plan form:

·       Plan Name – A short descriptive name for this volume discount plan (e.g. Start Quota, Pro Quota, Premium Quota).

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

NOTE: The currency for the volume discount plan may only be chosen once, at creation, and cannot be changed later.

·       Destination Group Set – Choose the destination group set you created in the previous steps.

·       Destination Group Lookup Type – Select Same Destination as Rate here.

·       Charged Amount Rounding – Specify which number after the decimal point the charged amount should be rounded off to. An X (to the left) means that the digit(s) in this position will be unchanged, while a 0 (to the right) means that this position will be rounded off.

·       Description – Specify an extended discount description.

4.      Click save Save.

5.      Repeat steps 1–4 to create volume discount plans for Pro and Premium packages.

Define Quotas within a Volume Discount Plan

1.      While in the Edit Discount Plan form, click on the Discounts, Quotas and Service Wallets tab.

2.      Click add Add to add a new quota.

 

Edit discount plan

 

Define quota

 

3.      Enter the initial information about this quota:

·       General Info:

o   Service – Select Broadband here.

o   Destination Group – Select the destination group from the list that this discount will apply to (Internet Access in our example).

o   Based on – As the discount levels will be based on the total amount of transferred data, choose Volume, gigabyte. For more details about different discount level options, see the PortaBilling Administrator Guide.

·       Type – Select Quota.

·       Details:

o   Reset Threshold Counters – Select Monthly for the Pro package.

o   Off-Peak Periods – Select Separate one Off-Peak Period for the Pro package.

o   Peak Spending Quota – Add a 20 GB quota for peak periods.

o   Usage is … when quota is exhausted – For the Pro package, select Limited. This makes it possible to reduce the speed of Internet traffic once the quota is used up.

o   Off-Peak Spending Quota – Add a 300 GB quota for off-peak periods.

·       Additional Info:

o   Notify Customer end user when … gigabyte(s) are left … – select this check box and define the warning threshold value; the customer will be notified when their remaining traffic approaches a discount threshold.

o   Notify end user when quota is exhausted – Select this check box to notify the customer when their quota is exhausted.

o   When a session spans several rating periods (e.g. covers both peak and off-peak periods) it is divided into portions. Select the Split xDRs check box and then multiple xDR records will be produced for sessions like this one. Each xDR record will be linked to the applicable discount level / rate.

4.      Click theSave button.

5.      Repeat steps 1–4 for Start Quota and Premium Quota volume discount plans:

 

Define quota for Start Quota plan

 

o   Reset Threshold Counters – Select Daily for the Start package.

o   Usage is … when quota is exhausted – For the Start package, select Blocked. When quota is exhausted, the service becomes unavailable until the following day.

 

Define quota for Premium Quota plan

 

o   Usage is … when quota is exhausted – For the Premium package, select Not Restricted. When the quota is exhausted, the Internet speed remains the same.

o   Prorate thresholds for first usage period – Select this check box and this option will prorate volume discount thresholds according to the number of days remaining in the first usage period after volume discount assignment.

o   Rollover unused gigabytes to the next usage period – If at the end of the month there is unused traffic, it can be rolled over to the next usage period. Select this check box to apply this option.

o   Allow no more than … rollovers – Type in 1 here.

Create an Internet Access Policy

An Internet access policy allows you to restrict the amount of available bandwidth or prohibit Internet access based on a specific time of day or day of the week. For example, you may allow Internet access only at night and for 24hrs during the weekend and / or restrict the bandwidth for data transfer to 1 Mbps.

 

1.      In the Networking section of the admin interface, choose Internet Services.

2.      On the Internet Access Policies page, click add Add.

 

Internet Access Policy

 

Edit the Internet Access policy

 

3.      Fill in the download and upload rates for all access types:

·       Turbo – This defines a bandwidth rate for off-peak times. In our example, the values for this row are the same as for the Regular access type.

·       Regular – A regular bandwidth rate that is used most of the time. In our example, the Download Rate for the Pro package is 256 kbps, the Upload Rate is 1 Mbps.

·       Limited – This usually restricts the bandwidth to an extremely low value, so that the customer can only access the Internet for checking his bill, making a payment, etc. Let’s specify 64 kbps here for the Download Rate and 64 kbps for the Upload Rate.

·       Blocked – This access type prohibits Internet access (this rate cannot be changed).

 

4.      Configure the access type of usage on the grid that shows all of the week’s hours. Simply click several times on a cell within the grid to set a certain access type for that particular hour.

 

Specify the attribute values

 

5.      On the Additional Info tab, adjust your service provisioning based on the specifics of your gateway (Cisco-NAS in our example) and specify the default values for the radius_response attribute:

Service-Type= Framed-User

Idle-Timeout= 86400

Framed-IP-Address= 255.255.255.254

Framed-IP-Netmask= 255.255.255.255

Framed-MTU= 1500

 

NOTE:  If you use different network equipment to provide Internet service which supports authorization via the RADIUS protocol, be sure to configure the default radius_response values for it.

 

Configure hotlining

 

6.      On the Hotline tab configure your hotlining parameters:

·       Hotline to the captive portal – Select on what condition your users will be redirected to the hotline portal.

·       Captive portal URL – Specify your hotline portal address

7.      Click save Save.

8.      Repeat steps 1–5 for the Start and Premium packages.

Create a Product

An account for accessing your Internet services will be issued for a specific product. Products are a powerful feature that define different ways to bill an account. Product definition is always done in these steps: product definition, service configuration and the creation of a rating list.

 

In this case, you need to create three products:

·       Start

·       Pro, and

·       Premium.

 

Configure a product

 

 Fill in the product information

 

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

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

3.      Fill in the “New product” form:

·       Product Name – Type in a short name for the product object; 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 User@domain from the list since this product is intended for accessing the Internet.

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

·       Product Type – Choose Main Product here.

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

Included Services tab

·       Service type – Select the Broadband check box.

Service Configuration tab

Define the default values of the service attributes for all the accounts that this product will be assigned to.

 Configure the Internet access policy

 

·       Static IP – Select Enabled to assign a static IP to this account.

·       Session Limit – Select Enabled to define a specific number of concurrent sessions.

·       Access Policy – Select Enabled to define an Internet access policy and set different bandwidths for different times of day.

·       Internet Access Policy – Select the access policy you created earlier.

·       Click Next.

Usage Charges tab

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

 Add usage charges

 Fill in usage charges information

 

·       In the Node list, select the Cisco NAS node.

·       Choose Broadband from the Service list. In the Tariff list, select the tariff that applies to your customers when they use the Internet service.

·       Click Update.

·       Click Next.

Volume Discount tab

·       Default Discount Plan – Select the volume discount plan that will be associated with the Start package (Start Quota in our example). For the other two packages, select the corresponding volume discount plans.

Recurring Charges tab

This tab allows you to define which subscription plan is mandatory for this product so that it is automatically applied to each account this product is assigned to.

 Select the subscription plan

 

·       Select the corresponding subscription plan from the list of subscription plans (Start Subscription in our example).

 

4.      Click Done.

5.      Repeat this procedure for all products.

Create a Customer Class

Having a customer class provides the ability to define a group of parameters in a centralized manner, and then apply those parameters to many customers simultaneously.

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 for the customer class:

·       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 Internet Access from the list

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

·       Taxation Method – Select one of the available taxation methods.

NOTE: If you include taxes into the rates, select either the Fixed VAT Rate or the Custom taxation method.

·       Configurethe Statistics parameters:

o   Generate Statistics – Select On to generate statistics for customers.

o   Send Statistics via email – Define how you will provide statistics to your customers.

·       Invoices:

o   Generate Regular Invoices – Select On to generate regular invoices for customers who belong to this customer class.

o   Allow Out-of-Turn Invoices (optional) – Select On to be able to generate out-of-turn invoices on demand (to cover specific items) for customers who belong to this customer class

o   Invoice rounding – Specify how the invoice total will be rounded.

·       Billing period is closed – Select Automatically.

·       Suspend on Insufficient Funds for Subscriptions – Specify whether PortaBilling® should check whether the customer has sufficient funds for their subscription charges. 

·       Permanently terminate the customer ... days after provisional termination – Type how many days after provisional termination passes until the customer’s account will be permanently terminated (if the administrator does not manually restore this customer within this period).

 

4.      On the Regular Invoices tab specify the invoicing parameters for the customer class:

 

Configure regular invoices

 

·       Generate Invoice PDF – Leave the default option At the end of billing period selected.

·       Invoice Template – Select the appropriate template which will be used to create a PDF file with the invoice for your customers (e.g. Retail Customer invoice template).

·       Send Invoices via email – Select Automatically to automatically send an invoice to a customer at the end of a billing period.

·       Configure Payment Terms and Payment Collection parameters for customers.

 

Please consult the PortaBilling Help for a description of parameters available here.

 

5.      On the Taxation tab, specify the taxation parameters for the selected taxation method. For the Fixed VAT Rate or the Custom taxation methods, select Calculate taxes as included / excluded into the rates. For the Custom taxation method, select which taxes will be calculated.

 

Configure taxation

 

6.      Click save_close Save & Close.

Create a Customer

A customer is an owner of accounts. The customer’s contact information is used to distribute account usage information, internet access statistics, invoices, and so on. You will usually need to create one customer for each postpaid broadband user.

 

Create a customer

 

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

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

3.      Fill in the Add Customer form. Please note that there are several tabs with extra information available on the page. 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 e-mail address for the distribution of accounting information. After the billing period is over, a list of xDRs and other statistics are sent to this address.

·       Bcc – Delivery to your account representative’s specified email address a copy of every outgoing email sent to the customer; this may be used for debugging and / or 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.

Life Cycle tab

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

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

Balance & Credits tab

·       Credit Limit Warning Threshold – The customer can be notified by email when his balance is dangerously close to the credit limit and service will soon be blocked. Here you can enter the value for such a warning threshold.

Create Accounts

1.      Go to the Customers page (the one containing the list of customers). It should resemble the screenshot below.

 

Create an account

 

Add an account

 

 Fill in the account information

 

Configure the Internet service

 

2.      Next to the customer name, click on the  or  accounts icon (the one in the Accounts column) to go to the account management for that customer.

3.      Click on add Add.

4.      Fill in the Add Account form:

·       Account Role – Select User@domain.

·       Main Product – Select the main product that you want this account to have (e.g. Start).

·       Account ID – This is the ID that will be used to authorize a user for Internet access. Specify the user’s email address (e.g. johndoe@gmail.com)

 

_Hint_Glasses TIP: You may use the MAC address of the user’s device as an account ID (e.g. when provisioning Internet access via MAC bridges). To do this, make sure to select General from the Account Role list both during product configuration and during account creation.

Account Info tab

·       Type – Select Credit for your postpaid Internet users.

·       Balance Control – Select Subordinate from the list.

·       Service Password – The account ID and this password are used to authenticate Internet users. Make sure you choose a password that is difficult to guess or crack. Use the Auto button next to the Service Password field to generate a secure password.

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

Service Configuration tab

·       Static IP – Select Enabled if you want to assign a static IP to this account (the default setting is Disabled).

·       Static IP – If you have selected Enabled for the previous field, type in an IP.

·       Static IP Netmask – Type in a netmask (e.g.255.255.255.0).

·       Routed Networks – Leave the field empty or type in the route for your IPv4 network in the CIDR notation format – X.X.X.X/Y Z.Z.Z.Z where:

o   X.X.X.X is the IPv4 address that defines the network prefix;

o   Y is the decimal length of the network prefix mask;

o   Z.Z.Z.Z is the gateway IP address; it must belong to the network range.

NOTE: Any incorrect adjustment of the last parameter may affect the entire ISP network so please be sure that your settings are correct.

5.      After clicking save_close Save & Close, you will see a confirmation announcement that a new account has been created.

6.      Repeat steps 3–5 to create more accounts for the customer. For instance, a company to which you supply broadband services may have several internet users.

Check Current Volume Discount Statistics for Account

1.      Go to the Customers page (the one containing a list of customers).

2.      Next to the customer name, click the accounts icon (the one in the Accounts column) to enter account management for this customer.

3.      Perform an account search and, when the required account is displayed, click on the account ID.

4.      On the Account Info page, click on the Quotas & Service Wallets tab.

 

Check current volume discount statistics for account

 

Browse the volume discount info

 

5.      View the information in the table:

·       Service – Shows the service type for which the discount is valid

·       Destination Group – The destination group to which this discount applies.

·       Volume Discount Plan – The name of the volume discount plan that applies to this account.

·       Precedence – This is the priority level for the current volume discount plan that specifies the order in which certain discounts are applied.

·       Discount – The total discount value currently applied to the account.

·       Peak Level – The peak level type this discount applies to (peak, off-peak or 2nd off-peak). In case of N/A, no off-peak levels are defined for the destination group in this volume discount plan and the same discount always applies.

·       Previous Threshold – The threshold value for the last used discount level.

·       Used / Remaining – Shows the current value of both consumed and remaining discount volume (in minutes or funds). The progress bar graphically reflects how much of the discounted service has been consumed.

·       Current Threshold – The threshold value for the currently used discount level. When an account’s internal counter reaches this value, the next level discount begins to be applied according to the discount scheme.

·       Expiration – Shows the time left for the discount to be reapplied to the account.

·       History – Click on the Wor68BA History icon next to the destination group to view comprehensive information about all discount levels applicable to this destination group.

 

6.      Click Close.

Verify Broadband Event History for Account

You can view transaction records (xDRs) for your account subscribers on their respective xDR History pages. To check how much time they have spent on the Internet or how much data they have uploaded / downloaded, go to their Service Usage Details pages. Account subscribers can do the same by visiting their self-care interfaces.

Viewing xDR History

To view an account’s xDRs, go to the Account Management page and click the xDRs button on the toolbar.

 

View the xDR history

 

Adobe SystemsYou can also go to the account self-care page (accessible via the Accounts menu item in the Home popup menu).

 

Log in with the account’s web access login and password. After that, you will be able to see the account’s dashboard interface. In the Billing Information tab, click Transactions.

 Log in to account self-care interface

 

Define search parameters

 

 Browse the history

 

Choose the date range that you want to see a list of access to the internet instances and click Show xDRs. In the results table you will see charges and other fees, such as maintenance fees or refunds (if any). The report can be downloaded by clicking the Screen108 Download icon.

Viewing Service Usage

While on the xDR History page, click the Screen168 Services Usage Details button. On the next page, select the service type and then click on the date that you want to view the service usage for:

 Viewing Service Usage

 

On the next page, you can view the account’s hourly statistics for chosen service type:

 

Drowse the Internet usage