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Documentation

Prepaid Calling Cards (Using a PortaSIP® Media Server)

Overview

Setting up Prepaid IVR on PortaUM

Checklist

Create PortaUM Node

Create a Vendor Tariff

Enter Rates

Create Vendors

Define Connections

Configure Access from PSTN

Configure the IVR Access Number

Customize the Parameters of the IVR Application

Create a Tariff for End-users

Enter Rates

Create a Product

Create a Customer

Generate Accounts

 

Overview

Prepaid services enable Internet telephony service providers (ITSPs) to offer calling card services that customers can pay for in advance.

 

The market for prepaid services includes tourists, immigrant communities, mobile populations such as military personnel, and people with limited credit histories who cannot otherwise get a private telephone line in their homes. These users can all gain immediate access to long-distance or international calling services from wherever they are located by using prepaid calling cards purchased at supermarkets and other types of retail outlets.

Typical Prepaid Service Scenario

In an ITSP internal network infrastructure, prepaid services are implemented through a debit card application that works in conjunction with the following:

 

§         Media gateway (such as PortaUM)

§         Interactive Voice Response (IVR) application

§         PortaBilling® RADIUS server

 

This combination of services enables a carrier to authorize voice calls and debit individual user accounts in real time.

Customer interaction:

§         Customer dials access number

§         Customer is asked to enter prepaid card number

§         Customer enters prepaid card number

§         Customer is provided with information about current balance and asked to enter destination number

§         Customer dials destination number

§         Customer is provided with information about maximum permitted call duration

§         Call is connected

§         After disconnect, Customer’s balance is reduced.


System components interaction:

Customer

Media GW

IVR

PortaBilling®

Dials the access number

 

 

 

 

Accepts the call and launches the IVR

 

 

 

 

Plays voice prompts (“Welcome…”), asks user to enter his PIN

 

Enters his PIN

 

 

 

 

 

Attempts to authenticate this PIN

 

 

Sends authentication request using Radius protocol (User-Name equals PIN)

 

 

 

 

 

Checks that such account exists in the database, that it is not blocked or expired, and that it is allowed to use the service at this location. Upon success, returns account’s balance and other data. Also keeps information about this call in memory to prevent multiple logins with the same account ID

 

 

If authentication is unsuccessful, asks to re-enter PIN or hangs up. Otherwise, tells customer his current balance and prompts him to enter phone number he wishes to call

 

Enters destination number

 

 

 

 

 

Attempts to authorize call to the destination

 

 

Sends authorization request using Radius protocol (User-Name equals PIN, Called-Station-ID equals number dialed by customer)

 

 

 

 

 

Checks that account is allowed to call this destination, calculates maximum possible call duration based on account balance and rate for this destination

 

 

If authorization has failed, prompts user to enter another number or hangs up. Otherwise, tells customer maximum allowed call duration and tries to call destination number

 

 

Sends the outgoing call to PortaSIP where it is then routed according to the settings (LCR, carrier preferences, etc.)

 

 

 

 

When call is connected, sets timer to the maximum allowed call duration

 

Speaks on the phone

 

 

 

 

 

Warns customer when he has only 1 minute left and, if timer hits zero and customer is still talking, disconnects the call

 

 

After call is disconnected, sends accounting information about the outgoing call using RADIUS

 

 

 

 

 

Bills the account, customer and vendor for the outgoing call

Hangs up

 

 

 

 

Sends accounting information about the incoming telephony call

 

 

 

 

 

Bills the vendor of the incoming portion of the call (to calculate the cost of an incoming toll-free call), unlocks the session for this account), unlocks session for this account


Prepaid Calling Cards (Using a PortaSIP® Media Server)

Sometimes an incoming call for a prepaid card service arrives to your network via IP. For instance, say you bought an access number in a country where you do not own any network infrastructure; so instead of using E1 or T1 lines, a telco in that country will forward calls to you using SIP. In this case using a Cisco GW may be cumbersome, since you first have to convert the IP call to PSTN and then send it back via IP. Instead, you can run the built-in prepaid application on PortaUM® which, combined with a PSTN access number delivered directly to PortaSIP® via IP, allows you to offer a purely IP-based solution for prepaid calling card services.

Setting up Prepaid IVR on PortaSIP® Media Server

Before you proceed with the instructions, provided further in this chapter – please set up UM services as per the instructions, provided in the Setting up and Using UM Services section, and verify that they are working properly.

Checklist

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

 

Operation

Done

Rating configuration (Vendor)

 

Create a tariff A, which describes your termination costs

[     ]

Insert rates in tariff A for the destinations your customers will call

[     ]

Create a vendor

[     ]

Create a connection for this vendor using tariff A

[     ]

Configure the vendor that provides the IVR access number

[     ]

Configure a “VoIP from Vendor” connection to the vendor that provides the IVR access number

[     ]

Access number configuration

 

Define your access number and associate the prepaid calling application with it

[     ]

Configure the parameters of the prepaid card application

[     ]

Rating configuration (Customer)

 

Create a tariff B, which will be applied to prepaid card users

[     ]

Insert rates in tariff B for the destinations to which your customers will call

[     ]

Create your prepaid product

[     ]

In the rating list (of the prepaid product) include an entry that will contain your PortaUM node and tariff B containing the prepaid calling rates

[     ]

Account provisioning

 

Create a retail customer who owns the prepaid cards

[     ]

Generate a batch of accounts (PINs) for this customer

[     ]

 

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.

Create PortaUM Node

You may use PortaUM® node created earlier (according to the Setting up and Using UM Services section) – In this case just skip this section and go to the Create a Vendor Tariff step.

 

 

 

 

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

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

3.      Fill in the New Node form:

o       Node Name – A short descriptive name for your UM server (this will be used in the select menus).

o       Manufacturer – Select PortaOne.

o       Type – Node type; select PortaUM.

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

o       NAS-IP-Address – IP address of the PortaUM® server.

o       Auth. Translation rule – You can just leave this empty.

o       Radius Client – Make sure this check-box is enabled, since PortaUM® will need to communicate with the billing.

o       Radius Key – Enter the radius shared secret here; must be the same key as you entered during PortaUM® installation.

o       Radius Source IP – See the Node ID, NAS IP address, and Radius source IP section in the PortaBilling Administrator Guide for more information. Unless your PortaUM® server uses multiple network interfaces, the value here should be the same as the NAS-IP-Address.

4.      Click  Save&Close.

Create a Vendor Tariff

A tariff is a single price list for call services. A tariff combines:

§         conditions which are applicable to every call regardless of the called destination

§         per destination rates

 

 

 

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

2.      On the Tariff Management page, choose  Add.

3.      Fill in the Add Tariff form:

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

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

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

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

o       Routing – Leave the Routing box checked, since in our scenario the routing is done by configuring the dial-peers on the gateway.

o       Service – Choose Voice Calls here.

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

o       Short Description – A short tariff description.

o       Description – An extended tariff description.

4.      Click  Save&Close.

Enter Rates

Rates are per-destination prices. Please refer to the Call Billing Parameters section in the PortaBilling Administrator Guide for more details on billing parameters.

Managing Rates Online

Managing rates online is very convenient for maintaining existing rate tables, as well as for reference purposes. In the case of new price lists or major updates, the offline method is better.

 

 

 

 

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

2.      In the Edit Rates screen, click  Add.

3.      Fill in the required information:

o       Destination – A destination prefix may be entered directly (e.g. 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 need to create an entry for a phone prefix in the Destination register before you can create a rate for it in a tariff.

o       Route category – You can split your available routes into several categories, such as “High quality”, “Premium”, etc., then create routing plans for your customers. Use the Default route category for now.

o       Preference – The routing priority for the specific destination. 10 is the highest priority, 0 is the lowest (i.e. do not use this destination for routing at all). For now, you can just set all of your vendor rates at preference 5, and the system will organize available routes according to cost (LCR).

o       Huntstop – Do not try any routes with a lower preference.

o       Interval First – First billing unit in seconds.

o       Interval Next – Next billing unit in seconds.

o       Price First – Per-minute price for first interval.

o       Price Next – Per-minute price for next interval.

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

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

o       Off-peak Price First – Per-minute price for first interval of off-peak time.

o       Off-peak Price Next – Per-minute price for next interval of 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.

o       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 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 current one. PortaBilling® will then automatically adjust the time.

o       Rate Formula Wizard   – Launches the wizard for creating a custom rating formula

o       Payback Rate, Hidden, Forbidden or Discontinued – These flags are optional.

4.      Click the  Save button in the toolbar, or the  icon on the left end of the row.

Managing Rates Offline

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

 

Adobe SystemsPerform the Create Tariff and Enter Rates steps described above until you have created a tariff with the termination costs for each termination partner you have; these tariffs are created as “Applied to: Vendor”.

Create Vendors

This step is only required if you have not entered information about your vendors into the system before. Vendors are your termination partners or the providers of incoming toll-free lines.

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. Please note that there are three tabs available on the screen. The most important fields are:

Main form (top)

o       Vendor Name – Short name for the vendor object; will be used on the web interface.

o       Currency – The currency in which this vendor charges you.

o       Opening balance – Starting balance for the vendor; default is zero.

Additional info

o       Billing period – Split period for vendor statistics.

Web Self-care

o       Time zone – The time zone which the vendor uses for his billing period (when sending you an invoice). Statistics will be divided into periods according to this time zone.

 

4.      Click  Save&Close.

5.      Repeat steps 2-4 to add all of your vendors.

Define Connections

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

2.      Click on the Connections icon next to the vendor name.

 

 

 

 

 

 

 

 

 

 

3.      Press  Add to add a new connection.

4.      Fill in the connection information, including the IP address of the vendor’s gateway or switch. Choose the tariff that defines your termination costs for this connection / vendor. Specify Description and Capacity as they are mandatory for all connection types.

5.      Click  Save&Close.

6.      Repeat steps 3-5 to add more connections to the same vendor.

7.      Repeat steps 2-6 to add connections for other vendors.

Configure Access from PSTN

Since the main purpose of this service is to give your customers access to your prepaid application from PSTN (by dialing your access number from their landline or mobile phone), you have to ensure that calls to that access number are delivered properly to your network and then handed over to PortaUM®.

 

Please refer to the instructions in the Incoming Calls from PSTN section for complete details about how to set up the vendor and the connection.

Configure the IVR Application

First you need to define that when a call is made to the access number for your prepaid calling card service, it will be routed to PortaUM® and the corresponding IVR application will be launched then.

Set up the IVR Application

Set up the access number for the virtual PortaBilling® environment where you use this application.

 

 

 

 

 

1.      In the Routing section of Admin-Index, choose IVR Applications.

2.      Click on the  Add button.

3.      In the Number field, enter your prepaid calling card access number. In the Name field, enter a name for the access number. In the Application list, select Prepaid card calling.

4.      Click  Save.

 

Of course, you can create multiple entities in order to register the prepaid application for more than one access number. This allows you to customize the application parameters (such as IVR languages or whether ANI authorization is performed), according to your requirements.

Customize the Parameters of the IVR Application

You may further customize the parameters that affect the IVR flow and enable features of your prepaid card application.

 

 

 

 

 

1.      In the Routing section of Admin-Index, choose IVR Applications.

2.      Click on the access number to access the parameters of the prepaid card application that is launched when a customer calls this particular access number.

3.      Change the parameters.

4.      Click  Save&Close.

ANI Authentication (PINless Dialing)

In order to support PIN-less dialing, the prepaid application should have the ANI Authentication feature enabled. Then if the ANI number of the incoming call matches the ID of an account, this account is the one placing the call (and will be charged when the call is completed). The customer will immediately be asked to enter a destination, skipping the PIN entry step.

 

 

When you provide both residential VoIP and PINless dialing services, you will have two types of accounts in the system, and the account ID will contain the phone number:

 

·         “Normal” SIP accounts. When someone in your network dials the number, the system will recognize that the call should be delivered to one of the IP phones connected to PortaSwitch® – and will never be sent out to the PSTN.

·         ANI accounts. The situation here is exactly the opposite: when someone in your network dials this number, the call will be sent out to the PSTN.

 

In order to avoid confusion between these two types of accounts (which may result in calls being routed improperly), it is recommended that you adopt a naming convention that allows both your administrators and the PortaBilling® routing engine to clearly distinguish between ANI accounts and regular SIP accounts.

 

One suggested naming convention that does all of this uses the prefix 'ani' for your ANI authentication accounts (naturally, you can choose a different prefix as well). For example, if you would like to allow your customer to use his cell phone with ANI 16041112222 for ANI authentication, you would create the account ani16041112222 for this customer.

 

You can also set up the ANI translation rule in the ANI Translation Rule field. This field contains a regular expression – please refer to the PortaBilling Web Reference Guide for more details and examples on composing regular expressions. 

 

IVR Languages

Configure in which languages the IVR will communicate with the customer.

 

 

 

1.      Click on  icon near the Languages field to launch the window for the language selection.

2.      In the Available languages box, select the language (or several languages) you wish to use for voice prompts. In this case, the IVR’s first prompt will be the language selection prompt “Please press 1 for English, 2 for Russian, 3 for German, etc.” To choose all languages at once, select the line All available on top. Then click the Include-> button. The selected languages will appear in the Selected box.

You can also change the language order using Up and Down buttons.

3.      Press Ok to save finalize the language selection.

Prepaid Card IVR Configuration Parameters

See the APPENDIX A. PortaUM IVR Applications Preferences section of the PortaUM Administrator Guide to read more about the prepaid card IVR configuration parameters.

NOTE: There is a helpful tool-tip for each option. Just point your mouse to the desired option to invoke it.

Create a Tariff for End-users

 

 

 

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

2.      On the Tariff Management page, choose  Add.

3.      Fill in the New Tariff form:

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

o       Currency – Indicates the currency in which you charge your prepaid card customers.

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

o       Applied To – Choose “Customer”, as this tariff will be used to charge your prepaid customers.

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

o       Service – Choose Voice Calls here.

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

o       Destination Group Set – If you wish to enter rates in the tariff not for each 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.

o       Round Charged Amount – Instead of calculating xDRs with a 5-decimal-place precision, round up xDR amount values (e.g. XXXXX.XX000 means rounding to cents, so that 1.16730 becomes 1.17).

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

o       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.

o       Description – An extended tariff description.

4.      Click  Save.

Enter Rates

 

 

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

2.      In the Edit Rates screen, click  Add.

3.      Fill in the required information:

o       Destination – A destination prefix may be entered directly (e.g. 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 need to create an entry for a phone prefix in the Destination register before you can create a rate for it in a tariff.  

o       Interval First – first billing unit in seconds.

o       Interval Next – next billing unit in seconds.

o       Price First – per minute price for first interval.

o       Price Next – per minute price for next interval.

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

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

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

o       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.

o       Rate Formula Wizard  – Launches the wizard for creating a custom rating formula.

o       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.

o       The Payback Rate, Hidden, Forbidden or Discontinued flags are optional.

 

4.      Click the  Save button in the toolbar, or the  icon on the left end of the row.

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

 

Adobe SystemsPerform the Create Tariff and Enter Rates steps described above until you have created a tariff for each account’s billing scheme; these tariffs are created as “Applied to: Customer”. For example, if you plan to charge your customers more when they access toll-free lines instead of local ones, you need two tariffs, i.e. “Normal” and “Using Toll‑free line”.

Test Rate Configuration (Optional)

1.      While in the Edit Tariff window, click on the  Test button to go to the Test Rating screen.

 

 

2.      Type in the phone number for which you would like to test the rating, as well as the estimated call duration, then click on the Test button.

 

 

3.      You will now see the estimated amount charged for this call, as well as a detailed explanation of the rating process.

4.      Press the  Close button to return to the Edit Tariff window.

Create a Product

Prepaid cards will be issued for a specific product. Products are a powerful feature that defines different ways to bill an account. Product definition is always done in two steps: product definition and creation of the rating list.

 

 

 

 

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

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

3.      Fill in the “Add product” form:

o       Product Name – Product object name.

o       Product Type – Choose Main Product here.

o       Currency – Product currency; only tariffs which have the same currency will be permitted in the rating list.

o       Managed By – If you want this product to be used for your reseller’s accounts, so that the reseller himself can change the parameters of this tariff and create new accounts with this product, choose the customer’s name from the menu. Otherwise choose Administrator only here.

General Info tab

o       Breakage – Leftover balance which is considered “useless” (for statistical purposes). Accounts with a balance below breakage will be counted as depleted. This does not affect account authentication or authorization, so the account can still make calls if there is enough money left to cover at least the first interval.

o       Info URL – If you have an external server with a description of product features, enter the URL here (e.g. http://www.myproduct.com). Your customers will be able to go there from their self-care page.

o       Description – Your description of the intended use of this product.

Maintenance Fee tab

NOTE: The Maintenance Fees functionality is an obsolete feature and may be removed in future releases. Please use subscription plans to apply periodic charges.

o       Period – Surcharge application interval; will be shown in call history as a separate line each time it is charged. None disables the maintenance fees.

o       Fee – Surcharge amount.

o       Effective from – Apply the specified maintenance fee only after a certain date (no fees assessed until then); choose Immediately to start applying charges as soon as possible.

4.      Click  Save.

5.      Click on the Services and Rating tab to edit this product’s rating list.

Enter Node and Tariff in the Product’s Rating List

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

 

 

 

 

1.      When the Services and Rating tab is selected, click on the  Add icon.

2.      Choose Voice Calls in the Service select menu.

3.      In the Node select menu, select the PortaUM node.

4.      You can also use an access number for rating entry in the Access Code field. For example, if you have a node with two access numbers, local (1-212-1234567) and toll-free (1-800-12345678), you can set up the product’s rating list in such a way that if a customer calls via a toll‑free line, he will be billed using a different tariff (one which includes surcharges).

5.      In the Tariff menu, select the tariff that will be applied to your prepaid calling card customers.

6.      Click  Save&Close to save this rating entry.

Create a Customer

A customer owns their accounts. Therefore, although you will not issue invoices, etc. for the prepaid calling card service, you will still need at least one customer object in order to keep all of the prepaid card accounts organized in one location.

 

 

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

 

1.      On the Customer Management page, click  Add Customer (In this example, we assume that you are creating the customer manually, so choose Manually from the drop-down menu (do not use any of the Quick Form options)). Normally, most of your customers would be retail customers.

2.      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)

o       Customer ID – Short name for the customer object; will be used on the web interface.

o       Currency – The currency in which the prepaid cards will be generated.

o       Opening balance – Starting balance for the customer; default is zero.

o       Customer Class – Choose Default, since the invoicing and payment collection parameters defined by the customer class are not really applicable to this customer, who is merely a placeholder for prepaid calling card accounts.

Address info tab

o       E-mail – E-mail address for distribution of accounting information. After the billing period is over, a list of xDRs and other statistics will be sent to this address.

o       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.

Additional info tab

o       Billing period – Frequency of distribution of accounting information. For more details about different available billing periods, see the PortaBilling Administrator Guide.

o       Send Statistics – Summary only – Distribute a call summary only, and do not attach a details file; this might be useful in the case of a large amount 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).

Payment info tab

o       Credit limit – This customer will contain only debit accounts, so you can ignore this field.

Web Self-care tab

o       Time zone – The time zone in which the customer will see his xDRs, and also that which defines his billing period. For example, if you choose America / New_York here and the billing period is Monthly, this means the billing period will start on the first day of the month at midnight (12 am) New York time.

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

 

3.      Click  Save&Close.

Generate Accounts

NOTE: Before generating accounts for a production system, read the Provisioning Prepaid Accounts section.

1.      Go to the Customers screen (the screen which contains a list of customers). It should resemble the screenshot below:

 

 

 

 

2.      Next to the customer name, click on the Account  or  icon (the one in the Accounts column), which will take you to the account management for that customer.

3.      Click on the Account generator.

4.      Fill in the “Account generator” form:

o       Number of accounts – Number of accounts (prepaid cards) to be generated.

o       Opening balance – The initial balance on the card.

Account info tab

o       Account type – Account type; select Debit for prepaid service.

o       Inactive - It is normal practice to generate all prepaid cards as inactive so they cannot be misused before being sold to the dealer or end customer. You can always activate the whole batch of cards or an individual card later. If you plan to assign the cards to a distributor later on, the cards must be generated as inactive.

o       Generation method – Choose Random here; this will assign every account a unique, randomly-generated PIN.

o       ID prefix – If you would like all of the generated accounts to start with the same digit string (e.g. 12), enter it here. Thus, if you enter 12 and an ID length of 10, account IDs (PINs) will look like this: 12NNNNNNNN, where N = random digits.

o       ID length – All account IDs (PINs) will be numerical and of the specified length. In order to avoid problems with the prepaid card print-shop, PortaBilling® will not generate account numbers with a leading zero. Also, PortaBilling® will only allow generation of a batch with feasible parameters, e.g. it is impossible to generate a batch of 1,000 accounts with ID length 4 and ID starting at 55.

o       Service Password – To improve security, you can use an account password during authentication, in addition to a PIN. If you choose Empty, no password will be assigned to the account, and the password check will be switched off during authentication. Choosing Empty is recommended by default. If you decide to use passwords, then please use the Auto-generated digits only option, since then the password can be entered in the IVR via phone keys.

o       Batch – Accounts are grouped into batches. If a new batch name is provided in the text field, all accounts will be placed into a new batch with the given name. Otherwise, an existing batch should be selected from the drop-down list.

Products tab

o       Main Product – Choose the main product which you would like your accounts to have.

Web Self-care tab

o       Login – If you choose Account ID (default), your customer will use his account ID (PIN) to login to the self-care pages. If you choose Empty, the account owner will not be able to use the self-care pages at all until a login has been assigned for his account.

o       PasswordAuto-generated means that a random password for web access will be assigned for each account (these passwords will be included in the .CSV file with the account information). Empty means that no password will be assigned, so account owners will be able to login to the web interface simply by providing their account ID (PIN).

o       Time Zone – When an account owner accesses the web self-care pages to see a list of his calls, the time will be shown in the time zone most appropriate for him.

o       Web Interface Language – The language to be used on the account self-care web interface.

Additional Info tab

o       E-Commerce Enabled – If checked, this will allow your debit card owners to make online payments via the PortaBilling® web interface. (Leave unchecked.)

o       Discount Plan – Applies a specific discount plan to this group of accounts. (Leave as Product Default.)

o       Distributor – You can assign a specific distributor to this group of accounts.

Life Cycle tab

o       Use only after – The date from which the account is usable.

o       Expiration Date – Account expiration date.

o       Life Time – Relative expiration date; account will expire on “first usage date” + “life time” days. If you do not want to use this feature, leave the field blank.

 

5.      Click  Generate; a confirmation screen will indicate that your information has been accepted.

6.      Click  Close to return to the account administration page.

NOTE: Account generation tasks are executed every few minutes, and it may take a while to generate large numbers of accounts.

Adobe SystemsNotification about the generated cards will be sent by email to the user who created them. A CSV file with information about the new accounts will be attached.

 

 

Adobe SystemsIn case the original email message was lost or accidentally deleted, the file containing generated accounts is stored on the slave PortaBilling® server in the user /porta_var/<Server_IP>/ directory, sub-directory cards.