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Documentation

Initial Configuration of PortaSwitch®

 

Checklist

Initial Configuration of PortaSwitch®

Create Destinations

Create Nodes

Create Internal Vendor Tariff

Enter Rates for Internal Vendor Tariff

Create Internal (Virtual) Vendor

Define Connections

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 must be checked), otherwise the service will not work.

 

 

Operation

 

Done

General configuration

 

Enter company data under Company Info and specify a base currency. You can use different currencies for your customers or vendors, but Cost / Revenue Reports will be generated in this currency.

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For any other currency you plan to use, specify the exchange rate source and define exchange rates

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Create all the required destinations for off-net calls

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Create a wildcard ‘|’ destination

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Create a special destination for your SIP phones

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Create a special destination for calls to PortaSIP® Media Server

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Create a special destination for incoming calls

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Network configuration

 

Create PortaSIP® and PortaUM® nodes for your servers

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Rating Configuration

 

Create internal tariff, which describes your termination costs for SIP-to-SIP calls and for calls to the PortaSIP® Media Server. Make sure it is NOT a Routing type!

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Enter a rate for the wildcard destination (|) in this tariff

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Create a special “internal” vendor which represents your own company for keeping track of SIP-to-SIP calls and calls made to the PortaSIP® Media Server

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Create a “VoIP to Vendor” connection with the Remote Gateway ID field containing the “SIP-UA” string for this vendor using the internal tariff created above

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Create a “VoIP to Vendor” connection with the Remote Gateway ID field containing the “INTERNAL” string for this vendor using the internal tariff created above

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Create a “VoIP to Vendor” connection with the Remote Gateway ID field containing the “SIP-URI” string for this vendor using the internal tariff created above

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Initial Configuration of PortaSwitch®

The following steps are normally performed only once, after the system is installed. Proceed as follows:

 

Visit My Company on the main menu. Enter information about your company and set up your base currency on the Report Info tab.

 

 

 

You can use different currencies for your customers or vendors, but Cost / Revenue Reports will be generated in this currency. The value for this parameter is set permanently for the new environment, and cannot be changed later.

Adobe SystemsNOTE: Once you set up a base currency it cannot be changed. If you make a mistake, you will have to start with a new PortaBilling® environment.

From the main menu, choose Users and create login entries for users who will be working with the system. It is not recommended that the default PortaBilling® root user (pb-root) be used for any operations other than initial setup. Make sure you are able to login as the newly-created user, and change the password for the pb-root user.

 


If you plan to do billing in multiple currencies, define them and specify exchange rates in Currencies section.

 

Create Destinations

There are two ways to insert a new destination into the system:

·         A bulk update, by uploading destinations from a file.

·         One-by-one, using the  Add functionality on the web interface.

NOTE: PortaBilling® supplies a file with a default destination set which you can download and then upload to the server. However, it is possible that your business requires different types of prefixes, so please check the data in the file before uploading.

Uploading a Set of Destinations from a File:

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

2.      Click on Get default set to download a set of destinations as a CSV (Comma-Separated Values) file.

 

                  

3.      Open this file in Microsoft Excel or any other suitable program. Edit the data if necessary.

4.      Save the file and close it in Excel.

5.      Switch back to the PortaBilling® web interface, and click  Upload on the Destinations screen.

 

 

6.      Type in the filename for the file you have edited, or click on the Browse… button and select the file.

7.      Click  Save&Close.

Creating Destinations “One-by-One”

The wildcard destination

Sometimes you do not need to differentiate between individual destinations, all calls should be rated the same. A good example of a situation where this is required would be processing CDRs for on-net calls for your internal vendor. There is no direct cost, so you basically want every CDR to be rated at $0.0/min. One way of doing this is to create a rate for every country in the world, but a more elegant way is to use a wild-card rate. Destination | (‘pipe’ symbol) is special - when a rate is created for it in a tariff, it would match any dialed number (unless of course there is more specific rate available).

 

 

So please create this destination now – it will come handy when working with SIP-to-SIP tariffs (This destination is included in a default destination set provided by PortaOne, so skip this step if you have uploaded the default set of destinations).

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

2.      Click on the  Add button.

3.      Fill in the required information. This includes the phone prefix and country name. The country subdivision is optional. You can use the Description column to store extra information about the destination (for example, if it is a mobile or fixed number).

 

 

4.      Click Save.

5.      Repeat these steps for any additional destinations you would like to add.

Create special destinations for SIP calls

These destinations are included in a default destination set provided by PortaOne, so skip this step if you have uploaded the default set of destinations.

 

VOICEONNET

Rate for this special destination covers calls made between IP phones connected to PortaSwitch (regardless of the actual phone number). Please refer to the Voice On-net Rating section in the PortaSIP Administrator Guidefor more details.

 

VOICEONNETR

This special destination allows creating a rate, which will be applied to on‑net calls between accounts of sub-customers, which are managed by the same Reseller.

 

VOICEONNETRX

Rate for this special destination covers calls made between accounts of the same customer (on-net calls between extensions within the same IP Centrex context).

 

Create special destinations for incoming calls

These destinations are included in a default destination set provided by PortaOne, so skip this step if you have uploaded the default set of destinations.

 

INCOMING

Rate for this special destination covers all incoming calls.

 

INCOMINGN

This special destination allows creating a rate which will be applied to incoming calls between IP phones connected to PortaSwitch.

 

INCOMINGNR

Rate for this special destination is applied to incoming on-net calls between accounts of sub-customers, which are managed by the same Reseller.

 

INCOMINGNRX

This special destination allows creating a rate which covers incoming on‑net calls made between accounts of the same customer (within the same IP Centrex context).

Create other special destinations

UM

A rate for this special destination is applied for calls from IP phones to PortaSIP® Media Server access numbers (e.g. to check voice messages).

 

UMIVR

The rate for this special destination will be used to charge your customers for calls to a conference access number from their IP phones.

 

FAV

Rate for this special destination is used when you offer customers a “call friends & family cheaper”-type service, when the dialed number is checked against a list of “favorite” numbers defined for each account. If a match is found, the call is rated according to a rate for the FAV destination, defined in the customer’s tariff.

 

WiFi

This special destination allows creating a rate which is used to charge your WiFi customers.

 

NETACCESS

This special destination allows creating a rate which is used to charge your Broadband Internet customers.

Create Nodes

Now you have to enter your PortaSIP® servers and, optionally, other gateways as nodes. PortaBilling® requires some key information about your network equipment, such as the IP address, Node ID, Radius shared secret, and so on.

Create a node for PortaSIP® Switching Server

Let us take a look at this example for adding the PortaSIP® node.

 

 

Note that you should first create nodes (instances) for the PortaSIP® Switching Server on the Configuration Server web interface. For detailed configuration instructions, please refer to the Configuration Server Web Reference guide or submit a request to support@portaone.com.

 

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

2.      In the Node management window, click the  Add icon.

3.      Fill in the New Node form:

o       Node Name – A short descriptive name for your SIP server (that will be used in the lists).

o       Manufacturer – Select PortaOne.

o       Type – VoIP node type; select PortaSIP.

o       Node ID – PortaSIP® server’s hostname (recommended: hostname.domainname).

o       NAS-IP-Address – The IP address of the SIP server.

o       Radius Client – Make sure this check box is enabled, since the server (node) must be able to communicate with PortaBilling® via RADIUS.

4.      Click  Save&Close. Repeat steps 1-3 if you want to enter additional nodes into the system; for instance, if you have several physical PortaSIP® Switching Servers.

Create a node for PortaSIP® Media Server

Now you have to enter your PortaSIP® Media Server as a node.

 

Note that you should first create the node (instance) for the PortaSIP® Media Server and specify all its IP addresses on the Configuration Server web interface. For detailed configuration instructions, please refer to the Configuration Server Web Reference guide or submit a request to support@portaone.com.

 

 

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

2.      In the Node management window, click the  Add icon.

3.      Fill in the New Node form:

o       Node Name – A short descriptive name for your PortaSIP® Media Server (that will be used in the lists).

o       Manufacturer – Select PortaOne.

o       Type – VoIP node type; select PortaUM®.

o       Node ID – PortaSIP® Media Server’s hostname (recommended: hostname.domainname).

o       NAS-IP-Address – The IP address of the PortaSIP® Media Server.

o       Radius Client – Make sure this check-box is enabled, since the server (node) must be able to communicate with PortaBilling® via RADIUS.

4.      Click  Save&Close.

Create Internal Vendor Tariff

The tariff is a single price list for services or for your termination costs. To correctly bill your internal calls (the calls inside the system), you will need to create a special tariff for the internal vendor (see Create internal (virtual) vendor):

 

 

 

When creating this tariff, make sure to disable the Routing option:

 

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 – Specify a short name for the tariff for your Vendor for Internal Accounting; this is the name you will see in the lists.

o       Applied To – Choose Vendor in the Applied To list.

o       Routing – Make sure you clear the Routing check box.

4.      You may leave all other parameters as is.

5.      Click  Save.

Enter Rates for Internal Vendor Tariff

 

 

1.      Click the Rates icon next to the name of the internal vendor tariff.

2.      On the Edit Rates screen, click  Add.

3.      Insert ‘|’ (pipe) in the Destination field and set zero as the price. Leave the other fields in the form as they are, because there are no actual costs for calls going between individual IP phones or going to voicemail. This will create a special rate that matches any dialed phone number.

4.      Click  Save&Close.

Create Internal (Virtual) Vendor

Vendors are your termination partners or providers of incoming toll-free lines. PortaBilling requires that every call be accounted for on the revenue side (customers) and on the cost side (vendors) and since in case of on-net calls no vendor (in the traditional sense) is involved – you will need to create a special internal (virtual) vendor, which will be used to keep the CDRs for these calls. This vendor and the connections to the vendor is a required step in order to bill internal calls properly.

 

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

2.      On the Vendor Management page, choose  Add.

 

 

3.      Fill in the Add Vendor form and specify the following parameter:

o       Vendor name – Specify a short name for the internal (virtual) vendor.

Define Connections

Connections represent the point from which calls leave or enter a network and are directed to or from vendors where charges are incurred. For the initial configuration you should define two special connections for the internal (virtual) vendor:

 

SIP-UA (“internal” connection for SIP-to-SIP calls)

 

This is a connection of the “VoIP to vendor” type that is used for SIP-to-SIP (on-net) calls:

 

1.      On the page with your internal (virtual) vendor click on the Connections icon

 

 

2.      Press  Add to add a new connection.

3.      Fill in the connection information:

o       Specify a short description for the connection.

o       Leave the Calls to Vendor via SIP connection type and Voice Calls service type.

o       Type “SIP-UA” in the Remote Gateway ID field.

o       Choose the internal vendor tariff you created earlier from the Tariff list.

o       In the Capacity field of the Connection Load tab specify the maximum number of simultaneous SIP-to-SIP calls you anticipate handling on the PortaSIP® Switching Server in the near future (e.g. 7500 simultaneous calls). This parameter is only used for correctly scaling the load graph for the connection.

 

 

 

 

 

4.      Click  Save&Close.

INTERNAL (“internal”connection for calls to media server)

This is a connection of the “Calls to vendor via SIP” type that is used to provide the unified messaging services for end-users:

1.      Press  Add to add a new connection.

2.      Fill in the connection information:

o       Specify a short description for the connection.

o       Leave the Calls to Vendor via SIP connection type and Voice Calls service type.

o       Type “INTERNAL” in the Remote Gateway ID field.

o       Choose the internal vendor tariff you created earlier from the Tariff list.

o       In the Capacity field of the Connection Load tab specify the maximum number of simultaneous calls you anticipate handling on the PortaSIP® Media Server in the near future (e.g. an average PortaSIP® Media Server handles about 700 simultaneous calls). This parameter is only used for correctly scaling the load graph for the connection.

 

 

 

SIP-URI (virtual connection for calls forwarded to SIP URI)

This is a connection of the “Calls to vendor via SIP” type that is used to route calls directly to an external SIP proxy:

1.      Press  Add to add a new connection.

2.      Fill in the connection information:

o       Specify a short description for the connection.

o       Leave the Calls to Vendor via SIP connection type and Voice Calls service type.

o       Type “SIP-URI” in the Remote Gateway ID field.

o       Choose the internal vendor tariff you created earlier from the Tariff list.

o       In the Capacity field of the Connection Load tab specify what you anticipate to be the maximum number of simultaneous calls to be directly routed to an external SIP proxy. This parameter is only used for correctly scaling the load graph for the connection.

 

 

 

 

 

For further configuration please refer to the handbook that best meets your business needs:

 

Prepaid Calling Cards (Using a PortaSIP® Media Server)

 

Prepaid Calling Cards (Using a Gateway)

 

Basic Residential VoIP Service

 

Setting up a Wholesale Traffic Exchange

 

Wholesale Termination via a Gateway