Setting up and Using Conferencing Services

 

Checklist

Initial Configuration of PortaSwitch®

Add a Symbolic Destination

Associate Access Numbers with IVR Applications

Create an Internal Vendor Tariff

Enter Rates for Internal Vendor Tariff

Define Connections

Create a Conferencing Charge Tariff

Enter Rates

Modify Tariffs for SIP Users

Add the Conferencing Service to Your Product

Enable the Conferencing Service

Make a Test

Checklist

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

 

Operation

Done

General Configuration

 

Add a Symbolic UMIVR destination

[     ]

Associate access numbers with IVR applications

[     ]

Rating configuration (Vendor)

 

Create a vendor tariff (referred to as tariff A later on) for Conferencing service (make sure this tariff has the Conferencing service assigned!)

[     ]

Enter a single rate for ‘|’ wildcard destination in the tariff A.

[     ]

Create a connection for your “internal” vendor (the one created in the basic SIP service configuration for handling SIP on-net calls) for the conferencing service using tariff A

[     ]

Rating configuration (Customer)

 

Create a tariff (referred to as tariff B later on), which will apply to conferencing services used by your customers (make sure this tariff has the Conferencing service assigned!)

[     ]

Enter rates in tariff B for access numbers used for the conferencing service

[     ]

Specify rates for dialing into the conferencing bridge for your “normal” SIP accounts

[     ]

Include the conferencing service type to the set of service types within your existing product

[     ]

Create a new rating entry in your existing product A, associating the conferencing service and tariff B with the PortaSIP® node

[     ]

Configure the conferencing service for the product

[     ]

Testing

 

Log in to the Account self-care interface with your account credentials and create a new conference

[     ]

Dial the conference access number from an IP phone and log in into the conference

[     ]

 

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.

Add a Symbolic Destination

You will need to add a symbolic UMIVR destination.

 

Destinations page

 

Add a symbolic UMIVR destination

 

Check the destination added

 

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

2.      Select Custom from the Number Format list.

3.     Click add Add to add a new destination.

4.     Enter UMIVR for Prefix, put a comment in the Description column that clearly identifies this as a special prefix assigned to the conferencing service.

5.     Click Update.

Associate Access Numbers with IVR Applications

You need to define which application will be launched if your customers dial access numbers to access the conferencing service.

 

1.      Open the IVR Applications page.

2.      Click the add Add button.

 

IVR Applications page

 

3.      Fill in the following fields:

·         Name – Specify the IVR application’s name.

·         Application Type – Choose Conferencing.

4.      Click the save Save button.

 

Fill in the IVR application’s name information

 

5.      Click on the application’s name to further configure this IVR application.

 

Continue the configuration

 

6.      To add an access number, click the add Add button.

 

Add the access number

 

7.      On the Access Numbers tab fill in the following field:

·        Access Number – Specify the number that must be dialed by an end user.

8.      Click the save Save button.

 

Fill in the access number

 

_Hint_Glasses TIP: You can associate a DID number with the access number for the IVR application.

 

To do this, click the Access Number link and select a DID number from the DID Number Select dialog window.

 

Associate tha access number with DID number

 

Click save Save.

Create an Internal Vendor Tariff

 

Create an internal vendor

 

Fill in the vendor information

 

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

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

3.      Fill in the Add Tariff form:

o   Name – A short name for the tariff object (that will be used in the select menus).

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

NOTE: If you plan to bundle the conferencing service with some existing vendor, make sure this tariff has the same currency as that of the vendor.

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

o   Service – Choose Conferencing here.

4.      Click save Save.

Enter Rates for Internal Vendor Tariff

 

Enter rates for the internal vendor

 

Fill in the rate data

 

Check the rate added

 

1.      While on the Rates screen, click add Add.

2.      Insert ‘|’ (pipe) in the Destination field. Since there is no need to define actual prices for calls going from IP phones to conferencing access numbers, leave the other fields blank. A special rate that matches any dialed phone number will be created.

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

Define Connections

In this step, you will add a new connection to the internal vendor. If you provide both unified messaging and conferencing services, you can use the same internal vendor when setting both services and, for each service type, add its own connection to this vendor.

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

2.      Click on the Connections icon next to the name of the internal vendor (the one that holds SIP-UA connection).

 

Define a connection

 

Add a connection

 

Configure the connection 

 

Configure the connection load

 

Check the connection added

 

3.      Press add Add to add a new connection.

4.      Enter a comment in the Description field. Choose the Conferencing service type from the Service Type select menu.

5.      Choose the vendor tariff you created earlier from the select menu in the Tariff column.

6.      Fill in the connection information. Select the PortaSIP node and leave the Port field blank.

7.      In the Capacity field of the Connection Load tab specify the maximum number of simultaneous conference calls you anticipate handling in the near future. This parameter is only used to correctly scale the load graph for the connection.

8.      Click save_close Save&Close.

9.      Click Close to exit to the Vendor Management screen.

Create a Conferencing Charge Tariff

This tariff will be used to charge your customers who own a conference (meeting room) for every incoming call to that conference.

 

Create a conferencing charge tariff

 

Fill in the tariff info

 

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

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

3.      Fill in the Add Tariff form:

o   Name – A short name for the tariff object (that will be used in the select menus).

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

NOTE: If you plan to bundle the conferencing service with some existing product, this tariff must have the same currency as that product.

o   Applied To – Choose the Customer in the Applied To field.

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

o   Service – Choose Conferencing here.

o   The rest of the fields are identical to the tariff configuration for SIP services you performed earlier.

4.      Click save Save.

Enter Rates

Enter the rates you will charge your customers for conferencing service use. You may charge them a different rate based on access number, e.g. if someone calls a US local access number, the rate is $0.03/min, while it is $0.04/min to use a local access number in the UK, and $0.06/min to use a US toll-free access number.

Managing Rates Online

This is very convenient for maintaining existing rate tables and for reference purposes. For new price lists or major updates, the offline method is better.

 

Add rates to the conferencing tariff

 

Specify the rates data

 

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

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

3.      Fill in the required information:

o   Destination – Input the actual phone number (or its prefix) that the user dials to reach the conferencing service. For example, if you allow your customers to make conference calls by dialing the US local access number 12121234567 at $0.03/min, and it costs $0.06/min to use a toll-free US access number like 180012345678, then both of these numbers (or their prefixes) should be listed in the tariff.

NOTE: You should create an entry for certain phone prefixes in the Destination register before creating a rate for them in the 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 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   Rate Formula Wizard 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 the date manually, or use the calendar (click on DD-MM-YYYY).

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

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

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

Modify Tariffs for SIP Users

To allow customers to call a conference access number from their IP phones, modify their tariff plan for voice calls. Add rates for the UMIVR destination you created earlier to the tariff applied to your SIP users.

NOTE: Rates for the UMIVR destination should be added if there are no specific UM rates specified in the tariff before.

Modify tariffs for SIP users

Add the Conferencing Service to Your Product

You need to ensure that your product is allowed to use the conferencing service. This can be done both modifying the included services list and using 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.

 

Add the conferencing service to your product

 

Configure usage charges

 

Add usage charges for conferencing

 

Check usage charges added

 

1.      On the Product Management page, click the product name to enter the Edit Product form.

2.      On Included Services tab select the Conferencing check box in Service type: Conferencing field.

3.      Select Usage Charges tab, click on the Add button.

4.      Choose Conferencing in the Service list.

5.      Select the PortaSIP® node and choose the conferencing tariff you created earlier.

6.      The Access Code should be left empty for the conferencing service.

7.      Click Update.

8.      Click save Save to save this rating entry.

Enable the Conferencing Service

1.      On the Product Management page, click the product name to enter the Edit Product form.

2.      When the Service Configuration tab is selected, choose the Conferencing service from the menu.

3.      Select the Conferencing Enabled check box and enter the maximum allowed number of participants in the field below.

4.      Click save_close Save & Close.

 

Enable the conferencing service

NOTE: By creating this configuration, all accounts using this product will be able to create conferences. To allow only certain accounts to use the Conferencing service, go to the Account Management page and perform steps 2-4 as described above.

Make a Test

Schedule a Conference

Log in to the Account self-care interface

1.      Enter the Account self-care portal (accessible via the Account Self-Care Portal menu item in the Home popup menu).

2.      Log on with the account’s web access login and password. After that you will be able to see the account’s dashboard interface.

 

Log in to the Account self-care interface

 

Select conferencing

Create a Conference

Create a conference

 

Specify conferencing parameters

 

1.      On the Conferences page, click Add Conference.

2.      Fill in the Add Conference form; see the following table for a description of the available fields:

 

Field

Description

Name

A description of your conference.

Maximum Participants

You can limit the maximum allowed number of concurrent connections to the meeting room. Note that you may not specify a higher value here than the Number of Simultaneous Participants assigned by the PortaBilling® administrator to your account (in the Service Features tab on your account info).

Announced Conference Name

Either upload a sound file, or record (using your PC’s microphone) the name of the conference as it will be announced to people joining it.

Schedule

Specify the date and time when the conference will start; specify the duration of the conference.

Access Codes

When a caller enters a conference room, he is asked to enter an access code. Access codes are created automatically, but you can generate a new set of codes by clicking the Generate button.

Options: Wait for moderator

If activated, conference participants will not be able to communicate with each other until the host (moderator) arrives.

Options: Announce Joining or Leaving Participants

If activated, each participant will be asked to record his or her name initially. When he or she enters the conference, all the other participants will hear “… has joined the conference”; and when he or she leaves, the other participants will be informed of this as well.

Conference Options: Enable Music on Hold

If activated, the first conference participant will hear music while on hold until the second conference participant arrives and joins the conference.

 

3.      Click Wor5536 Save to save the conference.

Test a Conference

1.      Dial the conference access number from a phone and enter your access code. Do the same from the other phones for other participants.

2.      When the conference is over, you can review the charges for the conferencing service. This information is accessible on the Transactions section of the Billing Information tab:

 

Test a conference