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Documentation

Configuring a Reseller for Postpaid Services

Configuring a Reseller for Postpaid Services Re-branding Services via a Reseller

Re-branding Services via a Reseller

Checklist

Create Tariffs for Charging the Reseller

Enter Rates for Outgoing Calls Applied to the Reseller

Enter Rates for Incoming Calls Applied to the Reseller

Create a Customer Class

Create a Reseller

Create Tariffs for Reseller’s Use

Create a Product for the Reseller

Reseller Actions

Login to Self-Care Interface

Modify the Tariff for Outgoing Calls

Enter Rates

Modify the Tariff for Incoming Calls

Test Rate Configuration (Optional)

Modify Product

Create Subcustomer

Create Accounts

Re-branding Services via a Reseller

This section demonstrates how to configure a reseller who will be providing services under his own name. The postpaid residential VoIP service is used as an example, but the procedure is basically the same for configuring any other service (e.g. PINless dial or business IP Centrex), the only difference being which nodes are used in the product’s rating list. Please consult the handbook for a given service regarding its specific configuration details.

 

The procedure is very similar to the general set-up described in the Basic Residential VoIP Services section. Only a few additional comments are necessary:

·         Resellers are not allowed to create new tariffs or products. In addition to security considerations, this is because rating list to a product must be configured in order to create it properly. The person doing this must be well-acquainted with your VoIP network structure (gateways, access lines, etc). Your reseller will not have this knowledge; in fact you will probably not even want to share such information with him. Therefore, your admin staff will create an initial framework of tariffs and products for him, and configure the products’ rating list. If the reseller wants to sell a product under a different name later, he can simply clone the existing product.

·         The correct sequence of actions is as follows:

1.      Create the tariff you will use to charge the resellers (Applied to: Reseller type).

2.      Create a reseller, assigning this tariff to him.

3.      Create tariffs and products for his subscribers, making sure that you mark them as Managed by that reseller.

·         Unless assigned the “Advanced Reseller” access level, resellers are not able to view their own rates on the web interface, so that you are in control when informing them of rate changes. For example, at the beginning of the month you may choose to enter a rate change effective the first day of the following month; however, you can notify the customer of this only one week in advance.

 

Please use the checklist on the following page to ensure that you have performed all the required operations in the correct sequence.

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 section. 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.

Operations to be performed by the administrator

 

Operation

 

Done

Rating configuration

 

Create a tariff (referred to later as tariff A), which will contain the outgoing wholesale rates you apply to your reseller; make sure this tariff is designated as Applied To: Reseller

[     ]

Insert rates in tariff A for the destinations to which you will allow your reseller to send calls

[     ]

Create a tariff (referred to later as tariff B), which will contain the rates you charge your resellers for incoming calls (calls delivered to an IP phone of one of their subscribers); make sure this tariff is designated as Applied To: Reseller

[     ]

Insert incoming call rates in tariff B for the destinations covering the phone numbers your reseller will allocate to his customers

[     ]

Create a customer class to be applied to your resellers

[     ]

Create a reseller and apply tariff A to him on the Additional Info tab

[     ]

Specify a username and password for the reseller to access the self-care interface

[     ]

Create a tariff (referred to later as tariff C), which will be applied to outgoing calls of your reseller’s subscribers; make sure this tariff is marked as “Managed by” the reseller

[     ]

Create a tariff (referred to later as tariff D), which will be applied to incoming calls to your reseller’s subscribers; make sure this tariff is marked as “Managed by” the reseller

[     ]

Create a product to be used by your reseller; make sure this product is marked as “Managed by” the reseller

[     ]

Create one rating entry for this product, using the PortaSIP® node and an empty access code. This entry will use tariff C to charge the end user and tariff A to charge the reseller.

[     ]

Create another rating entry for this product, using the PortaSIP® node and the access code INCOMING. This entry will use tariff D to charge the end user and tariff B to charge the reseller.

[     ]

Operations to be performed by the reseller

Account provisioning

 

Go to the customer self-care web page and log in using the credentials provided

[     ]

Insert rates in tariff C for destinations to which you will allow your subscribers to send calls

[     ]

Insert rates in tariff D for incoming calls to your subscribers’ IP phones

[     ]

Create a subcustomer who will be using the service

[     ]

Create accounts (phone lines) under this subcustomer

[     ]

Testing

 

Try to make a test call

[     ]

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 Tariffs for Charging the Reseller

As mentioned in the checklist, you will need two separate tariffs: one applied to outgoing calls (including forwarded calls) and one applied to incoming calls. These tariffs will be used to charge the reseller, so they should contain your selling rates for the reseller.

 

 

 

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

1.      On the Tariff Management page, choose  Add.

2.      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 – Choose the currency in which you will charge your reseller.

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

o       Applied To – Choose Reseller here.

o       Service – Choose Voice Calls here.

3.      Click  Save&Close.

4.      Repeat steps 1-3 until you have created both tariffs.

Enter Rates for Outgoing Calls Applied to the Reseller

Managing Rates Online

 

 

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

2.      On the Edit Rates screen, click  Add.

3.      Fill in the required information; please refer to the Rate Import section for a detailed description of the available rate attributes.

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.

Managing Rates Offline

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

Enter Rates for Incoming Calls Applied to the Reseller

Adobe SystemsThe process of entering incoming call rates is similar to the one described above. If you do not actually charge the reseller for incoming calls (in most cases, there is no cost associated with them), or charge him the same rate for numbers in various countries, you can simply use the wildcard destination (|) to enter a single rate in the tariff.

Create a Customer Class

Customer class provides the ability to define a group of parameters in a centralized way, then apply those parameters to many customers at once. (If you have already created a customer class that you can use for prepaid card distributors, skip this step and go to the next one.)

 

Adobe SystemsIf the invoicing and collection parameters for resellers are not relevant at this moment, skip this step and use the Default customer class for your resellers.

 

1.      In the Billing section of the Admin interface, choose Customer Classes.

2.      On the Customer Class Management page, choose  Add.

 

 

3.      Fill in the parameter related to the invoicing and collection process for your resellers.

4.      Click  Save&Close.

Create a Reseller

 

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

1.      On the Reseller Management page, choose  Add Reseller.

2.      Fill in the New Reseller form according to the instructions provided in the Create a Reseller chapter of the Configuring a Reseller for Prepaid Services section.

3.      Click  Save&Close.

Create Tariffs for Reseller’s Use

These tariffs will be used by the reseller to charge his subcustomers. Since the rates for outgoing and incoming calls are different, you will need two tariffs. The reseller will perform the actual tariff configuration on the self-care interface. You just need to provide him with a framework by pre-allocating tariffs.

 

 

 

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

1.      On the Tariff Management page, choose  Add.

2.      Fill in the New Tariff form according to the instructions provided in the Create a Tariff for Reseller’s Use chapter of the Configuring a Reseller for Prepaid Services section.

3.      Click  Save&Close.

4.      Repeat steps 1-3 until you have entered all of the tariffs your reseller needs.

Create a Product for the Reseller

 

 

 

 

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

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

2.      Fill in the Add Product form according to the instructions provided in the Create a Product for Reseller’s Use chapter of the Configuring a Reseller for Prepaid Services section.

3.      Click  Save.

4.      The Services and Rating tab now becomes active, and you can edit this product’s rating list.

 

The reseller will not have access to information about your network, and therefore cannot view rating list information. You may define it for him as follows.

Create Rating Entry for Outgoing Calls

This entry will define the tariff to be used when a subscriber of the reseller places an outgoing call.

 

 

 

 

 

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 PortaSIP node.

4.      The Access Code should be left empty. This entry then will be applied by default, and thus will cover the situation when a user dials a number from his phone or forwards a call using the follow-me feature. (If you want to distinguish between these two scenarios, you may use the access codes OUTGOING and FOLLOWME respectively.)

5.      The Info Digits field only makes sense when a call originates from your customer in a public telephony network. Therefore, just leave it empty for the SIP service.

6.      In the Tariff menu, select the tariff that will be applied to end users (residential VoIP customers of your reseller), referred to here as tariff C.

7.      In the Reseller’s Tariff drop-down menu, you can also choose which tariff will be used to charge the reseller when an account with this product makes a phone call. By default, the system applies the tariff assigned to the reseller in customer info (here, tariff A) – in this case DEFAULT TARIFF appears in the select menu.

8.      Configure overdraft protection for this product on the Overdraft Protection tab. (Please consult the Rating section in the PortaBilling Web Reference Guide for a description of the parameters available here.)

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

10.  Repeat steps 1-9 if you want to define more rating entries; for instance, if you use a PortaSIP® cluster with multiple nodes, each node must be added to the rating list.

Create Rating Entry for Incoming Calls

This entry will define the tariff to be used when a subscriber of the reseller receives an incoming call.

 

 

 

 

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 PortaSIP® node.

4.      Enter INCOMING in the Access Code; this entry will then be used for calls going to IP phones.

5.      The Info Digits field only makes sense when a call originates from your customer in a public telephony network. Therefore, just leave it empty for the SIP service.

6.      In the Tariff menu, select the tariff that will be applied to end users (residential VoIP customers of your reseller) when they receive a phone call, referred to here as tariff D.

7.      Adobe SystemsIn the Reseller’s Tariff drop-down menu, make sure to choose the tariff which will be used to charge the reseller when an account with this product receives a phone call, referred to here as tariff B. If you do not do so, the system will apply the resellers’ default tariff; this is probably undesirable, since that tariff contains rates for outgoing calls.

8.      Configure overdraft protection for this product on the Overdraft Protection tab. (Please consult the Rating section in the PortaBilling Web Reference Guide for a description of the parameters available here.)

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

10.  Repeat steps 1-9 if you want to define more rating entries; for instance, if you use a PortaSIP® cluster with multiple nodes, each node must be added to the rating list.

Reseller Actions

At this point you have finished with the administrator part of the work. You just need to send the reseller his login credentials for the PortaBilling® self-care interface, while the rest of the tasks described below will be performed by the reseller himself. They are listed here for your convenience only; normally the reseller will use the instructions in the self-care guide.

Login to Self-Care Interface

Open the customer self-care page in a browser (by default https://<your-porta-billing-slave-server-name>:8444) and type in the username / password which was provided to you.

NOTE: Sometimes administrators try pressing the Logout button on the admin interface and then logging in using the reseller’s username and password. This will not work, since you are still in the admin realm, to which your reseller does not have access. You must login from the customer’s self-care interface.

Modify the Tariff for Outgoing Calls

The reseller can adjust various parameters of a tariff (e.g. off-peak period or rounding).

 

 

 

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

2.      On the Tariff Management page, click on the name of the existing tariff.

3.      If necessary, modify the tariff parameters:

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       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. For example, for a tariff named Cust-ABC-Easy Call-1800, the short description will provide better information for your reseller ABC, who will be using this tariff, such as: “EasyCall – via a toll-free number”.

o       Description – An extended tariff description.

4.      Click  Save.

5.      Repeat steps 1-4 until you have adjusted all of the tariffs.

Enter Rates

The interface for rate management by the reseller is identical to the one, provided to the administrator and described earlier in this chapter. 

Modify the Tariff for Incoming Calls

This is similar to the process of adjusting outgoing rates, as described above.

Test Rate Configuration (Optional)

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

Modify Product

If necessary, you may modify certain product parameters, e.g. maintenance fee amounts and scheduling.

 

 

 

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

2.      On the Product Management page, click on the name of the product in the list.

3.      Change values in the Edit Product form:

General Info tab

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 pages.

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

4.      Click  Save&Close.

Create Subcustomer

A subcustomer is an owner of accounts (phone lines). The subcustomer’s contact information is used to distribute account usage information, call statistics, invoices, and so on.

 

 

 

1.      In the Participants section of the Reseller-Index page, choose Subcustomers.

2.      On the Subcustomer Management page, choose  Add.

3.      Fill in the New Subcustomer 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 – A short name for the customer object; will be used on the web interface.

o       Currency – The currency in which this customer will be billed.

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

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

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.

Web Self-care tab

o       Time Zone – The time zone in which the customer will see his xDRs, and which will also define his billing period. For example, if you choose America / New_York here and the billing period is Monthly, 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’s self-care web interface.

Billing tab

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

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

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

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

Additional Info tab

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).

 

4.      Click  Save&Close.

Create Accounts

1.      Go to the Subcustomers screen (the screen which contains a list of subcustomers). It should look like the screenshot below:

 

 

 

 

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

3.      Click on   Add.

4.      Fill in the Add account form:

o       Account ID – SIP ID, i.e. the phone number which will be used to login to the SIP server and receive incoming calls.

o       Blocked – you may create your account as blocked, although this is rarely done with SIP service accounts.

o       Opening Balance – the initial balance on the account.

Account Info tab

o       Type – Account type; select credit for postpaid service.

o       Credit limit – For a credit account, specify the credit limit. If you leave this field empty, it means there is no credit limit for this account (but a customer credit limit may still apply).

o       Service Password – The account ID and this password will be used to authenticate SIP server login.

o       E-mail – Enter the account owner’s e-mail address here. If he ever forgets his password for the web self-care pages, he will be able to reset it, and a new password will be sent to this e-mail address. You can also just leave this field empty.

o       Batch – A batch is a management unit for accounts. If a new batch name is provided in the text field, the created account will be placed into a new batch with the given name. Alternatively, an existing batch could be selected from the drop-down list.  Leave this field empty – then the created account will not be tied to any specific batch.

Products

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

Additional Info tab

o       IP Device – When using the PortaSwitch® auto-provisioning feature, here you may enter the name of the particular phone which this account will be provisioned to. Leave this field empty for basic SIP service, and use manual provisioning instead.

o       IP Device Port – The specific port (phone line) on the IP phone which this account should be provisioned to (e.g. Sipura-2002 supports two phone lines, so two separate accounts can be provisioned on the same device on different lines). Leave this field empty for basic SIP service, and use manual provisioning instead.

Life Cycle tab

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

o       Expiration date – Account expiration date; since we are setting up a postpaid service, which should function for a long time, leave this field blank.

o       Life Time – Relative expiration date; since we are setting up a postpaid service, which should function for a long time, leave this field blank.

Web Self-care tab

o       Login – Account login to web self-care pages. Can be the same as account ID.

o       Password – Password for the web self-care pages.

o       Time Zone - When an account owner (SIP services subscriber) accesses web self-care pages to see a list of his calls, we can show the time in the time zone most appropriate for him.

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

Service Configuration tab

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

 

Please consult the PortaBilling Web Reference Guide for a description of parameters available here. For now you may leave these with their default values.

 

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

Repeat steps 3-6 if the customer has more than one phone line (extension).