DooxSwitch Manual

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Revision 1.4
(6.10.2015)


Contents

Introduction

Thank you for choosing DooxSwitch as your billing platform. We hope that we shall satisfy your expectations and shall be able to surprise you with а good system functional and quality service.


The target audience of the product

The switching cloud platform is developed for large telecommunications companies, commercial organizations of small, medium and large enterprises and providers of wired and wireless communications technology.


Glossary

Definitions and commands that are used in the system.

  1. ACD – average call duration in a direction. Statistical phone settings are used to assess demand and determine the line communication. For example, if the indicator drops in the direction “UNITED KINGDOM”, it can indicate that the subscribers are not satisfied with the connection quality in that direction. ACD = (call duration) / (accepted calls). For example, total calls duration is 00:03:09 and there were only three. ACD = 03:09 / 3 = 01:03 minutes.
  2. ASR – Answer seizure ratio - percentage ratio from the number of accepted calls to the general number of dialed numbers in a certain direction. ASR value changes, depending on the quality of connection on the line, subscriber busyness and other situations, when the call is declined. ASR = (accepted calls /dial attempts) * 100. For example, there were 3 accepted calls and 5 dial attempts (two times the subscribers did not answer). ASR = (3/5) * 100 = 60 %.
  3. pbx – automatic (analog) telephone exchange. Extensions and extension groups are created by users in the customer zone.
  4. ID (unique identifier) – the number in the system: of an provider, etc.
  5. IP (Internet protocol) – a routable protocol of network layer TCP/IP stack. Min IP and Max IP indicate IP range.
  6. IP-telephony – a section of voice over IP.
  7. IVR – Interactive voice response.
  8. LCR, optimal routing – least cost routing.
  9. LCR, optimal routing – a plan of switching network, which ensures call flow at the most profitable rate.
  10. Basic content a section where you can view and edit the basic functions in the administrative and customer zone.
  11. User balance – balance of user accounts.
  12. Browser – a program to access the Internet.
  13. Currencies – currencies for communications services payments and their rates in reference to base currency.
  14. Internal short number – a system of short numbers assigned to optimize phone calls within the company. For example, 101, 103, 104 etc.
  15. Country selection – selection of a country or a direction for calls.
  16. Group – user group, rate group. The users are combined into groups for the further display of their rights in the system and rate assignment.
  17. Rate group – groups of rates for user groups.
  18. Creation date – creation/addition date. For example, the date of addition of a user into the system.
  19. Blocked countries – a list of blocked countries.
  20. Records per page – display the number of records per page: 10, 25, 50 or 100.
  21. Requested URL – resource identifier.
  22. Import – data import. For example, rates.
  23. Booths – terminal telephone device /extension
  24. ISO code – country ISO code.
  25. Username – the name assigned to the user during registration in the system.
  26. User login – see “username”.
  27. Margin, % – percentage of profitability. Margin = (profit / administrator rate for the user) х 100 %.
  28. Mask – subnet mask.
  29. Max IP – see “IP”.
  30. Min IP – see “IP”.
  31. Modules – system modules.
  32. Surcharge, % – percentage of profitability. Surcharge = (profit /provider rate for the administrator) х 100 %.
  33. Directions – call directions.
  34. Call direction/code – Directions are the system core. The larger the database, the wider the billing possibilities. Directions are closely connected to rate upload and the rate manager. When a new phone code appears, it is added to the provider that supports it. Then the rates are set.
  35. Reset password – updating password: of a user, etc.
  36. Feedback – feedback.
  37. Rounding
  38. Provider – communications provider. Providers distribute calls to the telephone network.
  39. Errors – number of errors during calls.
  40. Errors, % – percentage of errors. Errors, % = (number of errors / number of calls) x 100 %.
  41. Call redirecting – call redirecting service. When the subscriber is busy or does not answer for some time or in all cases, the call is redirected to a different number. Numbers for redirecting calls are set separately.
  42. Numbering plan – a dial plan is dialing numbers, say, a certain provider has to direct the call like this 380 111 111111 and a different provider has to dial 000 380 111 111 111, and a third one has to dial an entirely different number – 123 380 etc.
  43. Payment systems – functioning and testable payment systems.
  44. Detailed call records – data on calls.
  45. Search all columns – a search string of user ID, email and name, date of call and other data (works without reloading the page).
  46. Users – users in the system.
  47. IP telephony users – a list of IP telephony users.
  48. Provider prefix – Provider prefix “from-to”.
  49. Country prefix – country prefix in accordance with the list of country phone codes/prefixes.
  50. Language prefix – language prefix: Russian – Ru, etc.
  51. Profit, USD – administrator profit in USD. Profit = rate for user – rate for administrator. For example, with the duration of three calls 00:03:08, profit = 0.06684672 – 0.05253167 = 0.01431505 USD.
  52. Session initiation protocol (SIP) –
  53. User registration – registration of the user in the system.
  54. Edit – Edit an provider, etc.
  55. Referrer – a link to an external source.
  56. SMS – a module of short message service
  57. SMS proxy - SMS processing server.
  58. SMS rate – billing for sending SMS messages.
  59. Save – saving changes: when creating/editing users, groups, etc.
  60. Save visitor statistics – a command to save statistics.
  61. Statistics – statistics: call directions, etc.
  62. User account statistics – account statistics: who called and whom, where and when, etc.
  63. Status – status: module (installed or not installed), etc.
  64. Cost, USD – call cost for a user. Cost, USD = provider cost + administrator profit.
  65. Country – country or call direction.
  66. Rates – call rate.
  67. Billing – billing section.
  68. Tone dialing (DTMF mode) – dual tone multi frequency signal, which is used for dialing a phone number.
  69. Transactions – information on user payments.
  70. Delete – delete from system. For example, a blocked IP-address.
  71. User ID – user number in the system.
  72. Module management – module management section.
  73. Access rights management – access rights management: for groups, etc.
  74. Rate management – comparison of rates by prices and other characteristics.
  75. Devices -
  76. Provider price – purchasing price of a call from the provider for the administrator.
  77. Export – data export.
  78. Electronic mail (Email) – user email.
  1. Default language – the language of your personal cabinet, which you can change in the settings or by clicking on the icon in the top right corner of the website.

Making your first call

To make VoIP-calls you need to have a computer.


To start calling:

  1. Add currencies.
    • Go to the "Billing - Currencies" submenu, click on the "Add" button. Fill all 3 - "Name", "Code" and "Rate" - mandatory text fields. If you want to make this currency the base one - check the "Base" checkbox. Click on the "Save" button. Repeat for every currency you want to add.
  2. Set the currencies.
  3. Set payment systems.
  4. Add providers.
    • Go to the "General - Providers" submenu, click on the "Add provider" button. In the appeared form type your future provider's name into the "Provider name" mandatory field, and your provider's IP address to the "Provider host" mandatory field. The port 5060, used by default, is already typed into the "Port" mandatory field.
    • Select one of 3 available protocols - SIP, OOH323 or IAXI from the "Call protocol" dropdown list.
    • In the radio button group "Numbering plan" select either "Raw" or "e164" option.
    • In the radio button group "Active" you can define, if this operator active or not.
    • In the radio button group "IP authentification" define, if this provider will be identified by it's IP address. If "No" option is selected - define the username and password for the provider in the respective text fields below.
    • Then select one of 4 options - "rfc 2833", "inband", "info" or "auto" from the "DTMF mode" dropdown list.
    • Select one of 4 options - "No", "Yes", "Never" or "Route" in the "NAT" radio button group.
    • In 2 following checkbox groups - "Audio codecs" and "Video codecs" all supported audio and video codecs are listed, being checked by default. You may uncheck dome of them - which you presumably won't use.
    • In the "Default dial plan" - the technical prefix to be used as default one can be entered (if any ot them are used).
    • In the "Cost sale coefficient" text field the value 2.00 is typed in by default. You may change it, if you need.
    • And, at last, in the "Provider balance" text field the value 0.00 is typed in by default. You should change it to be able to use this provider.
    • After filling at least all mandatory fields click on the "Save" button.
    • Repeat all steps above for every provider you plan to use.
  5. Add rates for providers.
    • In the "General - Providers" submenu, in the table, where all the currently added providers are listed, in the "Actions" column, click on the "Edit rates" button.
    • In the opened dialog click on the "Import rates" button. Then click on the "Select file" button next to the "Excel file" text field and browse some Excel file with prices on your computer.
    • Select one of two options - "Per minute" or "Per second" in the "Cost by" radio button group.
    • Check both checkboxes present in this dialog - "Provider is not used anywhere" and "Check new directions".
    • Click on the "Import rates" button. After some time the group of dropdown lists appears: "Prefix from", "Prefix to", "Cost by", "Country" and "Direction". Select the prefixes (can be identic) in the "Prefix from" and "Prefix to" dropdown lists, cost (taken from the Excel file) in the "Cost" dropdown list, and, respectively, prefix or name in the "Country" dropdown list and (preferably) name in the "Direction" dropdown list. Click on the "Save" button.
    • Shortly after this the text progress indicator like "Imported x records from y" appears. The import takes some time, and after it is accomplished - the inscription "Imported records:y" and a table of all directions, available for the current provider, appears. It contains the "ID", "Title", "Prefix from" and "Prefix to" columns.
    • To view the new directions we should go to the "General - Providers" submenu. In the table with all added providers listed, in the "Actions" column, we should find the "View new directions" button and click on it. In the opened dialog will the the table with directions, not included to the main table due to certain reasons. We can view them and include to the main table by checking the appropriate checkboxes.
  6. Add LCR and select priorities.
    • Go to the "General - LCR" submenu, enter the LCR name to the "LCR name" mandatory field, select one of the options - "priority", "price" or "quality" from the "Sort by" mandatory dropdown list, click on the "Save" button.
  7. Add providers into LCR.
    • In the table, where all the currently added LCRs are listed, in the column "Providers, click on the "Edit" button.
    • In the opened dialog we should select a provider from previously added ones - in the "Add provider" dropdown list, and click on the "Add" button next to the dropdown list field.. The provider's name should appear in the table with column "Active", "Provider name", "Provider host:port", "Provider rates" and "Actions".
    • Repeat all the actions above for each provider we want to add to this LCR, then click on the "Back" button and return to the "General - LCR" submenu to perform the next step.
  8. Add rate groups into LCR.
    • In the "General-LCR" submenu, in the table containing all the currently created LCRs, in the "Rates groups" column, click on the "Edit" button in the appropriate (corresponding to our LCR) row.
    • In the appeared dialog, in the checkbox group with all the currently available rates' groups are listed, check the needed checkboxes and click on the "Save" button.
  9. Update directions.
    • In the very same table, where all currently created LCRs are displayed, in the "Directions" column, click on the "View" button in the appropriate (corresponding the current LCR) row.
    • In the opened dialog click on the "Update LCR directions" button. After certain time the list of all available directions appears. After this - either merely check the "Assign all directions to LCR" checkbox or - pick all necessary directions manually by checking the respective checkboxes. To accelerate the process a tad - use the alphabetic filter in the upper part of the list.
    • If needed - click the "Set highest priority for selected direction to provider" button and select the provider in the appeared dropdown list.
    • Click on the "Save" button.
  10. Create a user and assign a user group and a rate group to one.
    • Go to the "General - VoIP Users" submenu, click the "Add User" button. Select the country from the "Select Country" mandatory dropdown list. This selection automatically defines the international telephone code for the next field.
    • Enter the user's phone number in the "Phone Number (country code)" mandatory text field. This number will be also used as a login.
    • Enter the user's e-mail in the "E-mail" mandatory text field.
    • Type the password twice - to the "Password" and "Confirm password" mandatory text fields. The typed passwords should match.
    • Assign one of the previously created user groups to the user in the "User group" mandatory dropdown list.
    • Set the user status - 'active", "inactive" or "suspended" - in the "Status" mandatory dropdown list.
    • Assign one of the previously created rates group to the user in the "Rates Group" mandatory dropdown list.
    • Select one of the previously added currences to be the default one for the user in the "Default Currency" mandatory dropdown list.
    • Select one of two options - "Prepaid" or "Postpaid' - in the "Paid Type" mandatory dropdown list to define the procedure for delivering services for current user.
    • Select one of two options - "Retail User" or "Wholesale User" - in the "User type" mandatory dropdown list.
    • In the "Name" and "Comment" text fields you can also enter the name and add some details about the user.
    • As soon as all mandatory fields are filled - click on the "Add" button.
    • Repeat all the steps above for every user you plan to add.
  11. Check outgoing calls.
    • Go to the client part of the web interface by clicking on the "Preview" link in the title.
    • In the client part go to the "PBX - Extensin groups" submenu, click on the "Add new" button.
    • In the opened dialog type the extension name on your discretion in the "Group name" text field, select the language for system voice messages from the "Sound Lang" dropdown list, enter the deliberate caller ID in the cognominal text field, click on the "Save" button.
    • Then go to the "PBX - Extensions" submenu, click on the "Add extension" button.
    • In the opened dialog type the deliberate extension name into the "Extension name" text field, select the extension group name, to which this extension will be added, from the "Extension group name" dropdown list.
    • Select one option - "No" or "Yes" - from the "Call record" radio button group, type the inner short number to the cognominal text field.
    • Enter the caller IDs for internal and external calls into, respectively, "Caller ID for internal calls" and "Caller ID for external calls" text fields. Select one option - "Yes" or "No" - from the "Calls to the world" radio button group.
    • Select one option - "No" or "Yes" - from the "Voice mail" radio button group. If "Yes" is selected - enter the PIN code to access the voice mail in the "Voice mail PIN" text field.
    • Select one option - "No" or "Yes" - from the "Send email with message" radio button group. If "Yes" option is selected - enter the e-mail address to send the message into the "Email address" text field.
    • Select one option - "Voice message" or "Text to speach" - from the "Greeting" radio button group. If the "Voice message" option was selected - choose the *.mp3 file to be played as greeting from the "Voice message id" dropdown list. If "Text to speach" option was selected - type the text to be converted to the greeting speach. Select the language of text from the previously added languages in the "Language of text" dropdown list.
    • Select a redirect option - "Inner short number" or "In world" - from the "Redirect type" dropdown list. Type the redirect number - respectively short internal or normal external one - into the "Redirect number" text field.
    • Click the "Save" button. Repeat all the extension-related steps above for each extension you want to add.
    • Install any softphone, available in the public access, on your machine. For MS Windows there are two of them most widely used - X-lite and Zoiper. Installation process is rather simple, more details can be found here (link).
    • Launch the recently installed softphone, add account (accounts in case of Zoiper, it supports having multiple ones) - more detalis on this step can be found here (link).
    • Make a call. On the test platform you can call only between extensions in one extension group, on real systems - to any known number.
  12. Add numbers for incoming calls.
    • In the admin part of the web interface go to the "General - Access Phones", click on the "Add" button.
    • In the opened dialog type the phone number to the "Phone" text field, IP address into the "IP address" mandatory text field and choose the type of the number, which is being added, in the "Type" mandatory dropdown list (in this case the proper type is "PBX direct").
    • Select the user to which this phone number is being assigned, from the "User assign" dropdown list (the user should be "demo" for the demo platform, and real one on the real systems).
    • Then select the country from the "Country" mandatory dropdown list and select the language to use in the IVR (Interactive Voice Response) system in the "IVR Language" mandatory dropdown list.
    • Click on the "Save" button.
    • Then go to the client part of the web interface, go to the "PBX - DID mapping". Click on the "Add mapping" button.
    • Firstly we should select the access phone, previously added in the admin part, from the "Acces phone" dropdown list (if everything is done right, it should appear there).
    • After that - select "Extension" from the "Mapping type" dropdown list. Then select our previously created extension group and extension from the cognominal mandatory dropdown lists which appear after the selection of the "Extension" mapping type.
    • Click on the "Save" button.

Answering your first call

  1. The easiest way to check the possibility to receive the incoming calls is to ask someone in your vicinity to:
    • Install X-Lite or Zoiper on one's macnine.
    • Add an account bound to another extension from the extension group, which was used for outgoing calls checking.
    • Call you.
  2. Another way to do it is a bit more complicated, but does not involve other people (which is an advantage in some cases):
    • Install both Zoiper and X - Lite on your machine.
    • Add on them two accounts (one on each), bound to the different extensions from the same extension group.
    • Call from one softphone to another (possibly in both directions).


Administrative zone

Basic content (module)

Viewing authentication history and visitor statistics, managing users and their groups, countries, block-lists, as well as changing the language of the personal cabinet, updating license and other settings.

Figure1

Fig1.png


History of authentications

Viewing authentication history.

Fig2.png


Authentication history table

  1. The detailed report on system visitation by users is presented in the “Authentication history” subsection. Usernames and their IPs, log in and log off dates are displayed in the table.
  2. Authentication history is kept automatically.

Hereinafter you can find information with the help of filters, choose the number of records displayed – 10, 25, 50 or 100. Sort data by columns and find information from the table, by using “Search all columns” (without reloading the page). When you position the cursor on a letter, the system displays the number of users, whose names start with that letter and by clicking on it, you open the list.

Fig3.png


Visitor statistics

Viewing visitor statistics.

Fig4.png

Visitor statistics table

  1. In the “Visitor statistics” subsection browser identification strings of users from the web-server log are presented. IP, country, browser, referral and requested URLs, usernames, log in dates are displayed in the table.
  2. Visitor statistics is saved by default. To keep visitor statistics check the box in section “Basic content”, subsection “Settings”.

Users

User management.

Fig5.png

User table

  1. The information on system users is presented in subsection “Users”. IDs and names, emails, groups and additions dates of users into the system are displayed in the table. Here users are added, [[Image:]] edited and [[Image:]] deleted, as well as their passwords are reset.[[Image:]]

Add user

    1. Press “Add user”.
    2. Choose country.
    3. Enter phone number in the following format: provider code + number. For example, 951234567. International country code is assigned automatically by the system based on the country selected. For example, “+380” for Ukraine. The phone number is considered a username in the system.
    4. Fill in your email to receive system notifications, for example, about new features or the necessity to refill your account to be able to make calls.
    5. Enter password, then reenter it.
    6. Assign to user:
      1. A user group. User groups are added in section “Basic content”, subsection “Groups”.
      2. Status — “Active”, “Inactive” or “Frozen”. An active user has access to the system functional in accordance with the set access rights. An inactive user can log in but cannot use the system: make or accept calls, etc. For a frozen user access to the system is completely closed.
      3. A rate group for making calls. Rate groups are added in section “General”, subsection “Rate groups”.
      4. A base currency to refill the account and for performing other operations in the system. Currencies are added in section “Finances”, subsection “Currencies”.
      5. Type of provided services - “Prepayment”.

Press “Add”.

Groups

Group management.

Fig6.png

User groups table

  1. The information on user groups is presented in subsection “Groups”. Group names and the number of users in them are displayed in the table. Here user groups are added, [[Image:]] edited and [[Image:]] deleted, as well as [[Image:]] access rights to modules for administrators and users are set.
  2. The number of users in the groups is automatically updated after adding or deleting users from the system.
  3. Users are added in section “Basic content”, subsection “Users”.

Add group

  1. Press “Add group”.
  2. Enter group name.
  3. Press “Save”. After a group is added into the system, an ID is assigned to it.

Access rights management for user groups

  1. In the column “Actions” in front of the correct user group press[[Image:]] “Access rights management”.
  2. Select module and user category to set rights – administrators or users.
  3. Check boxes with the rights that you want to assign to user categories.
  4. Press “Save”.

Fig7.png

Settings

Main settings and CAPTCHA settings.

Fig8.png

Main settings

  1. Enter administrator email.
  2. Enter URL for redirecting; it will be used in case your IP is blocked.
  3. To keep visitor statistics check the box “Save visitor statistics”. Visitor statistics is kept automatically in section “Basic content”, subsection “Visitor statistics”.
  4. Press “Save”.

Turing test settings

  1. Specify when users must enter CAPTCHA:
    1. User registration;
    2. User log in;
    3. Feedback.
  2. Press “Save”.

Countries

Country management.

Fig9.png

Country table

  1. The information on user countries is presented in subsection “Countries”. Names, prefixes, ISO codes and default languages of countries are displayed in the table. Here countries are added, [[Image:]] edited and [[Image:]] deleted.

Add country

    1. Press “Add country”.
    2. Enter country name and international phone prefix in accordance with standard E.164.
    3. Enter country ISO code in accordance with standard ISO 3166-1 alpha-2.
    4. Select the language for the personal cabinet for users from the added country. The languages are added and removed separately by modules in section “Basic content”, subsection “Languages”.
    5. Press “Add”.

IP blocking

Management of blocked IP addresses.

Fig10.png

Blocked IP address table

  1. The information on blocked IPs is presented in subsection “IP blocking”. IP, mask, Max аnd Min IPs of blocked users are displayed in the table. Here their IP addresses are added, [[Image:]] edited and [[Image:]] deleted.
  2. For blocked users system access in completely closed, even logging in is not possible.

Add IP to blacklist

  1. Press “Add IP”.
  2. Enter IP and subnet mask.
  3. Press “Save”.

Country blocking

Blocked country management.

Fig11.png

Blocked country table

  1. The information on blocked countries is presented in subsection “Country blocking”. In the left column is the list of all countries, in the right – the list of blocked countries. Here countries are added to and removed from the ban list.

Block a country

  1. Mark a country in the left list.
  2. Press “Save”.

Unblock country

  1. Mark a country in the right list.
  2. Press “Save”.

Languages

Language management.

Fig12.png

Language table

  1. The information on system languages in presented in subsection “Languages”. Flags, prefixes and languages are displayed in the table. Here languages are added,[[Image:]] edited and [[Image:]] deleted, as well as they[[Image:]] are separately exported and [[Image:]] imported by modules.
  2. Language modules are *php files: on the left are terms in English and on the right you can find their translation into other languages.

Add language

    1. Press “Add language”.
    2. Enter language and its prefix in accordance with standard ISO 3166-1 alpha-2.
    3. Press “Save” and the system will automatically create 8 *php “files with modules in English in both columns. Name format: module name_language prefix_year-month-day. For example, “base_ru_2014-02-24”.
    4. Unload the modules from the system one at a time as described in chapter “Language export”.
    5. Translate the module files from English to the added language (on the left - English, on the right - translation). Notepad++ or other text editors are recommended for working with language module files.

Fig13.png

    1. Upload the translated modules one at a time as described in chapter “Language import”.
    2. Language is changed in the customer zone, section “Basic content”, subsection “Profile”.
    3. Language is assigned to all users of a certain country in section “Basic content”, subsection “Countries”.

Language export

  1. Create a directory on your computer with the name of the added language.
  2. In the column “Actions” press [[Image:]] “Export” in front of the correct language.
  3. Select language modules to unload one at a time, press “Save” and save files in *php format in the created directory.

Fig14.png

Language import

  1. In the column “Actions” press[[Image:]] “Import” in front of the correct language.
  2. Select modules to upload one at a time and press “Browse”.
  3. Select *php files to be uploaded and press “Open”, then “Save”.

Update license key

Updating license key.

Fig15.png


Update license key

  1. License keys that identify users in the system are updated in subsection “License keys”. To update your license enter the new key and press “Save”.

Module management

System module management.


Modules

Viewing and deleting modules, setting their status.

Fig16.png

Module table

  1. The information on system modules is presented in subsection “Modules”. Module names and status are displayed in the table. Here you can[[Image:]] uninstall, [[Image:]] install and [[Image:]] delete modules.

Description of modules

  1. Billing – module of payment systems.
  2. Callshop – module of callshops and booths.
  3. Pbx – pbx module (automatic telephone exchange).
  4. Postpaid – calculation module for communication services on the postpaid basis.
  5. Report – module of system reports (general reports, reports on calls, countries, and providers).
  6. SMS – module of Short message service.
  7. Voip –Voip telephony modules.
  8. Voipcard – module of phone cards.
  9. DID Shop – module of purchasing virtual numbers.
  10. FAX2MAIL – receiving and sending fax.

Finances

Managing payment systems, currencies, transactions and user balance.


Settings

Setting nominal value for account refill.

Fig17.png

  1. Assign nominal values for users to refill accounts.
  2. Press “Save”.

Payment systems

Payment system management.

Fig18.png

Payment system table

  1. The information on PayPal, wire transfers and other payment systems is presented in subsection “Payment systems”. Names and status of payment systems are displayed in the table. Here you can[[Image:]] change status and [[Image:]] edit data on payment systems.

Settings for payment system PayPal

  1. In the column “Actions” in front of the line “PayPal” press [[Image:]] “Edit”.
  2. Change email, system mode – Test (testing) or Live (functioning) and/or activity status.
  3. Press “Save”.

Settings for wire transfers

  1. In the column “Actions” in front of the line “Wire transfer” press[[Image:]]”Edit”.
  2. Change account name, account number (“IBAN”), bank identifier code (“SWIFT”), banking details of the recipient (“PAYEE”) and/or bank name (“BANK”).
  3. Select system mode – Test or Live and/or mark activity status.
  4. Press “Save”.

Currencies

Currency management.

Fig19.png

Currency table

  1. The information on system currencies is presented in subsection “Currencies”. Names, codes and rates of currencies, as well as their status are displayed in the table. Here you can add,[[Image:]] edit and [[Image:]]delete base and additional currencies.

Add currency

    1. Press “Add currency”.
    2. Enter currency name, code and rate in reference to base currency. For example, USD is the base currency and USD-EUR (additional currency) parity is 0.740.
    3. Indicate if it is a base currency and leave the field “Rate” empty.
    4. Press “Save”.

Transactions

Managing transactions.

Fig20.png

Transaction table

  1. The detailed report on user payments in presented in subsection “Transactions”. Usernames, refill amounts and payment status, as well as payment systems with the help of which there were made, TXN ID and payment dates are displayed in the table
  2. “TXN ID” is a unique transaction number, which is assigned to the payment after it has been created.

Fig21.png

Hereinafter you can view the full-time report or filter by date.

Fig22.png

Wire transfer

Managing wire transfers.

Fig23.png

Wire transfer table

  1. The information on wire transfers is presented in subsection “Wire transfer”. Usernames, wire transfer amounts, payment status, payment systems, TXN ID and payment dates are displayed in the table. Here you can [[Image:]] change status [[Image:]] edit and [[Image:]] delete payments.

Change transfer status

  1. In the column “Actions” in front of the correct payment with status “N” (not performed) press [[Image:]] “Change status”.
  2. After the status is changed from “N”, the payment disappears from the table and is moved to section “Finances”, subsection “Transactions” with status “P” (performed).

User balance

Viewing user balance.

Fig23.png

User balance table

  1. The information on user balance is presented in subsection “User balance”. Usernames, groups and balance are displayed in the table. To refill balance press[[Image:]]Reports.

Viewing general and detailed reports on calls, countries and providers.

Statistics

Viewing general and detailed reports on calls, countries and providers.


General report

Viewing general reports.

Fig24.png

General report table

  1. The summary report on all users is presented in subsection “General report”. Usernames, balance, number of answered calls, total and average call durations (ACD), as well as answer seizure ratio (ASR) are displayed in the table. Among economic indicators are: call costs for users and administrators, profit, margin and surcharges.


Username User login in the system
Balance Current balance
Calls Calls made in the given period of time
Duration Total duration of calls
ACD Average call duration
ASR Ratio of answered calls
Cost Call cost
Cost from provider Purchase price of calls
Profit Profit
Margin Margin set
Surcharge Surcharge set
Actions Displaying detailed records
  1. You can jump [[Image:]]to detailed records on calls.

[[Image:]]

Hereinafter the base currency is used in reports – USD.

Report on calls

Viewing reports on calls.

Fig25.png

Report on calls table

  1. The detailed report on calls (full time or filtered by dates) in presented in subsection “Report on calls”. Dates of calls, their number and duration, ACD and ASR, number and percentage of errors are displayed in the table. Among economic indicators are: call costs for users and administrators, profit, margin and surcharges.

Fig26.png

Hereinafter you can view the general report or form the report by using various filters: country, provider, type of connection, username and others.

Fig27.png

Reports on countries

Viewing reports on countries.

Fig28.png

Reports on countries table

  1. The summary report on directions is presented in subsection “Report on countries”. Directions, number of calls and their duration, ACD and ASR, number and percentage of errors are displayed in the table. Among economic indicators are: call costs for users and administrators, profit, margin and surcharges.
  2. You can jump to general and detailed reports on calls by countries (by days): by date and full-time.

Reports on countries table (by days)

Fig29.png

  1. The general reports on days, when calls were made (in all directions and in each one separately) are presented in subsection “Report on countries (by days)”. To view the report on countries (by days) press “View by days” and selected date. Directions, number of calls and their duration, ACD and ASR, number of errors and their percentage are displayed in the table.
  2. You can jump to [[Image:]] view detailed report on calls by date and[[Image:]]to view detailed report on calls full- time. These reports on directions are divided into two tables – upper and lower.
    1. The number of calls and their duration, ACD and ASR, number and percentage of errors are displayed in the upper table. Among economic indicators are: call costs for users and administrators, profit, margin and surcharge.
    2. Names and provider hosts, number of calls and their duration, ACD and ASR, number and percentage of errors are displayed in the lower table.

Report on providers

Viewing reports on providers.

Fig30.png

Report on providers table

  1. The report on system providers (all providers and each one of them separately) is presented in subsection “Report on providers”. Names and hosts of providers, number of calls and their duration, ACD and ASR, number and percentage of errors are displayed in the table. Among economic indicators are: call costs for users and administrators, profit, margin and surcharges.
  2. You can jump to general and detailed reports on calls by providers (by days): by date and full-time.

Report on providers table (by dates)

Fig31.png

  1. The general reports by days, when the calls were made, are presented in subsection “Report on providers”. To view report on providers (by days), press “View by days” and select the correct date. Names and hosts of providers, number of calls and their duration, ACD and ASR, number and percentage of errors are displayed in the table. Among economic indicators are: call costs for administrators and profit.
  2. You can jump [[Image:]] to view detailed report on providers by date and[[Image:]] to view detailed report on providers full-time. These reports on providers are represented in two tables:
    1. The number of calls and their duration, ACD and ASR, number of errors and their percentage are displayed in the upper table. Among economic indicators are: call costs for users and administrators, profit, margin and surcharge:
    2. Names of countries and directions, number of calls and their duration, ACD and ASR, number and percentage of errors are displayed in the lower table.
  3. For example, on 2014.02.18 through provider “pronto uk” three calls were made with total duration of 30 seconds. ACD - 10 seconds, ASR - 100 %, errors - 0. Call cost for user - 0.0204 USD, for administrator - 0.016999 USD. Profit is 0.00340001 USD, with margin 16.667 % and surcharge 20.0001 %.
  4. Two calls of three were made in the direction of Great Britain’s Proper-London, total duration - 19 seconds. ACD is 9 seconds, ASR - 100 %, with 0 errors.

Fig32.png

Callshops

Viewing callshops and booths.


Callshops

Viewing callshops.

Fig33.png

Callshop table

  1. The callshops of system users are presented in subsection “Callshops”. Names of owners and group extensions, rate groups and rounding in seconds are displayed in the table.
  2. You can change rate group for each added callshop in the[[Image:]] edit menu.
  3. Callshops are added in the customer zone, in section “Callshops”, subsection “Callshops”.

Booths

Viewing booths.

Fig34.png


Booth table

  1. The booths of system users are presented in subsection “Booths”. Names of booths, owners and callshops are displayed in the table.
  2. Booths are added in the customer zone, section “Callshops”, subsection “Booths”.

Note: Direct booth management is performed in the customer zone.

SMS

Settings for SMS notifications and SMS rates, viewing message log.


Proxy settings

Setting proxy.

Fig35.png


Section description

  1. The token and SMS proxy are set in subsection “Proxy settings”.
  2. Token is a key for proxy.
  3. SMS proxy is a server proxy address to send SMS.

Proxy settings

  1. Enter token and SMS proxy.
  2. Press “Save”.

SMS rates

Managing SMS rates.

Fig36.png


SMS rate table

  1. The information on SMS rate costs by directions is presented in subsection “SMS rates”. Countries and SMS costs for users are displayed in the table. Here SMS rates are added[[Image:]] edited and [[Image:]] deleted.

Add SMS rate

  1. Press “Add rate”.
  2. Select country and enter cost in USD.
  3. Press “Save”.

Log

Viewing SMS log.

Fig37.png


  1. The SMS log for users is presented in subsection “Log”. Dates sent, names of senders, numbers and receiving countries, registration codes and SMS delivery status are displayed in the table.
  2. Registration code –

PBX

Viewing extension groups and extensions.

It is worth mentioning that multilevel PBX can be managed only in the customer zone. Rate groups for extensions groups are managed in the administrative zone.

Extension groups

Viewing extension groups.

Fig38.png


Extension groups table

  1. The information on extensions groups of system users is presented in subsection “Extensions groups”. Group names, owners, rate groups, rounding and Caller ID are displayed in the table. Here you can add[[Image:]] edit and [[Image:]] delete extensions groups.

Add extension group

  1. Press “Add extension group”.
  2. Enter name for extension group.
  3. Pair rate group with the created extension group.
  4. Indicate, if it is necessary to create rate group for the given extension group.
  5. If needed, set rounding for calls duration and a Caller ID – a phone number, which will be displayed on subscriber’s phone (who you call) during outgoing calls.
  6. Press “Save”.

Extensions

Viewing extensions.

Fig39.png


Extension table

  1. The information on user extensions is presented in subsection “Extensions”. Extension names, owners, extension group names, internal short numbers, voicemail numbers and redirecting numbers are displayed in the table. With the help of the extensions table it can be determined, if the call is being recorded, are international calls possible and is voicemail on.
  2. Extensions are added in the customer zone, section “pbx”, subsection “Extensions”.

Post payment

Management.


Invoices

9.1.1

Fig40.png


9.1.2 Invoice tables

Every month invoices appear in this section. ID, username, invoice cost, limit date sent, as well as billing period and the possibility to download invoice are displayed in the invoice.


9.2 Invoice settings

9.2.1

Fig41.png


9.2.2 Settings table

You can change block settings in this section to show when exactly the personal account will be blocked if it’s not paid for.

Phone cards

Managing access phones and phone cards.


Access phones

Managing access phones.

Fig42.png

Access phones table

  1. The information on access phones of system users is presented in subsection “Access phones”. Phone numbers, IP addresses, type of cards, countries and languages of the IVR menu are displayed in the table. Here you can add [[Image:]] edit and [[Image:]] delete access phones.
  2. Access phone is a virtual telephone number, which is added into the system and to which dial is made. To dial a phone cards are selected:
    1. Callback card – a card for outgoing callbacks: after the call the user is expecting an incoming call, accepts it and is waiting for the connection with the user he’s been calling.
    2. Direct dial card – a card for direct outgoing calls: after dialing the number, the caller is immediately connected to the user he is calling, without expecting for callback.
    3. PBX direct – a card for direct access to a certain subscriber within the telephone network.

Add access phone

  1. Press “Add access phone”.
  2. Enter phone number (country code + provider code) and IP address.
  3. Select card type, country and IVR menu language.
  4. Press “Save”.

Phone cards

Managing phone cards.

Fig43.png

Phone cards table

  1. The information on user phone cards is presented in subsection “Phone cards”. Usernames, Pin-codes, nominal values, SIP ID, dates of creation and authentication and caller rate groups are displayed in the table. Here you can add[[Image:]] edit and [[Image:]] delete phone cards for calls based on SIP protocol.
  2. You can change status (Created, Active, Blocked) and rate group for each added phone card in the [[Image:]] edit menu.

Add phone card

  1. Press “Add phone card”.
  2. Enter the number of cards and their nominal value.
  3. Select currency and rate group. Currency rates are set in section “Finances”, subsection “Currencies”.
  4. Into the field “Log from” enter a three-symbol number for the segmentation of the added cards. For example, when adding three phone cards and entering the number 180, the system will assign the following SIP IDs to them: 18000001, 18000002, 18000003.
  5. Press “Save”. After the card is added, a Pin-code is generated for it (it needs to be entered during calls) and an SIP ID is assigned to it.

General

Managing directions, rate groups, providers, LCR, rate managers, users of IP-telephony and viewing call records and statistics on user accounts.


Directions

Managing directions and providers, viewing statistics on directions.

Fig44.png

Directions table

  1. The information on call directions and system providers is presented in subsection “Directions”. Direction names and phone prefix range are displayed in the table. Here you can add [[Image:]] edit and [[Image:]] delete directions, as well as [[Image:]] edit prefix range.
  2. You can jump to call statistics by directions.
  3. “Mobile” indicates that the provider provides wireless mobile connection services. If that option is missing then the connection is wired.
  4. Each direction is assigned a unique prefix. Prefixes “from” and “to” indicate provider phone code range. For example, mobile provider Wasel provides services in the direction of Afghanistan: AFGHANISTAN - Mobile WASEL, 937500-937504.

Add direction

  1. Press “Add direction”.
  2. Enter provider name and select country. For example, Mobile WASEL, AFGHANISTAN.
  3. Press “Save”.
  4. Press [[Image:]] “Code range” in column “Actions” in front of the created direction.
  5. Press “Add code range”.
  6. Enter the direction codes into the fields “Prefix from” and “Prefix to” one at a time.
  7. Press “Save”.

If the provider codes are out of sequence, for example, MTS, Ukraine – 38050, 38066, 38095, 38099, then each code is added separately in the menu “Code range” - “Add code range” and is duplicated in both columns. [[Image:]]

Fig45.png

Fig46.png

Statistics on directions

Fig47.png

  1. The statistics on calls by directions is presented in subsection “Directions stats”. Directions, number of calls and their duration are displayed in the table.


Localization

This feature allows to make the dialing in line with local rules and / or dialing preferences of certain countries. It is carried out by making the certain rules. In this rules addition or removal of certain characters, as well as minimal and maximal length of the dialed number can be prescribed. The amount of created rules is unlimited - i.e. there is a possibility to create the dialing rule for each and every destination / provider in every country, if it is needed.

The adding of the rules goes in 2 stages. First thing to do is adding the country itself:

Loc 2.png

Then click on the "cogwheel" sign in the table's "Actions" column:

Loc 3.png

and, finally, in the opened dialog

Loc 4.png


fill all necessary fields and click the "Save" button

Rate groups

Managing rate groups.

Fig49.png

Rate groups table

  1. The information on user rate groups is presented in subsection “Rate groups”. Group names, owners, user groups, admin surcharges, as well as group rate status are displayed in the table.
  2. You can add[[Image:]] edit and [[Image:]] delete rate groups in the main menu. You can also edit billing settings [[Image:]] and additional settings[[Image:]].
  3. Rates are unloaded and edited in the edit menu [[Image:]] .
  4. Rate settings [[Image:]] are available in the edit menu.
  5. Rates can be paired with rate groups in section “General”, subsection “LCR”, column “Rate groups”.

2.2.1.1 Rate settings


Fig50.png


I Editing rate groups

The following preferences are available in section “Editing rate groups”.


Rate group Rate group name
User group Pairing with user group
Group by default All registered users of the selected group will have the given rate by default
Surcharge, % Automatic surcharge

II Local calls


Additional code When making a call you add prefix ( country code), which allows the system to bill for the call and at the same time allows users to dial a number without the country code in the accustomed format, which is convenient for local calls

Example: country code is 420, number is 111 111 111.

When 420 is entered into the field, the subscriber can dial the additional code 111 111 111

International calls A code that signals the system that the subscriber will be making an international call. Generally, it’s 00.

Example: if the subscriber dials 00, then the additional code is not added to his call. 00420111111111 – the call is made in this format. If you don’t enter 00 into the field and dial 0042011111111, then the call will be made as 42000420111111111 and it will be an error.

III Additional preferences for rate groups

You can set global preferences for a rate group in section “Additional preferences”. If necessary, see section for individual preferences on a certain direction.


Minimum rate per minute Minimum rate per minute is indicated
Rounding Rounding is set in seconds
Connection fee Setting connection fee
One time connection fee Setting one time connection fee
Additional block 1 Setting preferences for a more progressive billing. For example: to bill 0.33 after 30 seconds
Additional block 2 To bill 0.45 after 90 seconds
Additional block 3 To bill 0.50 after 120 seconds

2.2.1.2 Section “Billing preferences”


The following billing preferences are available for this direction.


Minimum rate per minute Minimum rate per minute is indicated
Rounding Rounding is set in seconds
Connection fee Setting connection fee
One time connection fee Setting one time connection fee

2.2.1.3 Additional preferences for rates


Additional preferences are available for a more progressive billing.

Progressive billing is aimed at customer billing in reference to call duration.


Example, you can set call billing at 0.33 $ during the first 2 minutes, and then 0.45 $ for the remaining part of the call.


Additional block 1 Setting preferences for a more progressive billing. For example: to bill 0.33 after 30 seconds
Additional block 2 To bill 0.45 after 90 seconds
Additional block 3 To bill 0.50 after 120 seconds

Fig51.png

Hereinafter you can find information from the table with the help of search by separate columns.

Fig52.png

Add rate group

  1. Create a rate group for each of the four user groups (member default – for group “member”; pbx default - for group “branch”; callshop default – for group “alias”; admin default – for group “admin”):
    1. Press “Add rate group”.
    2. Enter group rate name and select the user group it’s assigned to.
    3. Indicate, if the rate group must be made the main group for the selected user group.
    4. Enter admin surcharge in %. The system will automatically add the given percent to the purchase cost of all provider rates and will calculate the sales cost. The sales cost will be applied to all rates, when admin surcharge is changed with the exception of those that will be changed manually in section “Edit rate group”. Such rates are assigned an ID after change.
    5. Press “Add”.

Note: Alias and Branch groups are assigned automatically , if you create a user via admin panel and assign Branch or Alias rate group the user will not be visible

Edit rate group

Fig53.png

  1. Call costs for users are set and updated, rate export in conducted in subsection “Edit rate group”. ID, direction names and prefixes are displayed in the table. Among economic indicators are: purchase cost per minute, surcharge and sales cost.
  2. Edit order for rate groups:
    1. Select[[Image:]] “Edit rates” in column “Actions” in front of the correct rate group.
    2. Select rates to be edited and press “Edit” in the “Actions” tab. All changes are applied to all selected rates that is why if you need to edit rates separately, select them and edit one at a time.
    3. To set cost per minute for users enter sales cost (per minute) into the second field based on provider purchase cost, and press “Set sales cost”. Purchase cost is set by providers in section “General”, subsection “Providers” when importing or editing rates. Surcharge is calculated automatically.
    4. To raise cost per minute for users by a fixed percentage enter percentage into the first field, select “%” and press “Add cost (per minute)”.
    5. To raise cost per minute for users by a fixed cost enter cost (per minute) into the first field, select “money” and press “Add cost (per minute)”.

Fig54.png

Rate group import

  1. Rates are imported in section “General”, subsection “Providers”.

Rate group export

  1. Select [[Image:]] “Edit rates” in column “Actions” in front of the correct rate group.
  2. Press “Rate export”.
  3. Select the columns, and the system will form a table of rate groups in Excel in *.xlsx format and press “Save”.
  4. Save the file with rate groups in the correct directory.

Fig55.png

  1. Select directory for saving and download the rate group table to your computer. The system assigns a name to each file in the following format “rates_№_year-month-day”. For example, “rates_2014-02-23”, “rates_1_2014-02-23” and etc.

Fig56.png

Providers

Managing providers.

[[Image:]]

Providers table

  1. The information on system providers is presented in subsection “Providers”. Names, hosts and status of providers, numbering plans by default, sales cost ratios and provider minimum balance for making calls are displayed in the table.
  2. Providers are added [[Image:]] edited and [[Image:]] deleted in the main menu.
  3. Provider rates are uploaded, unloaded [[Image:]] edited and [[Image:]] deleted in the Edit menu.

Add provider

  1. Press “Add provider”.
  2. Enter provider name, host and port.
  3. Select port.
  4. SIP / IAX / H323 protocols are available ( H323 requires additional module settings).
  5. Select a numbering plan raw and e164 *
  6. Select authentication by IP or login and password.
  7. Select DTMF mode (tone signal) and NAT (Network address translation mode).
  8. Select audio and video codecs.
  9. Enter numbering plan to direct the calls to the added provider.
  10. If needed, enter sales cost ratio, the purchase cost will be multiplied by it. For example, if sales cost ratio equals two, then sales cost of rates by this provider will be two times more the purchase price.
  11. Enter provider balance – minimum balance on account for making calls.
  12. Press “Save”.

* raw and e164 formats – when dialing with raw calls will be transferred clean as set by subscriber, if there was an additional number for local calls in “rates” section and the calls are made in local format (without the country code), then the calls will be sent without callback of country code. When dialing with e164 the country code will be sent.


Edit provider rates

[[Image:]]

  1. Rates are uploaded, unloaded and[[Image:]] deleted in subsection “Edit provider rates”, as well as purchase cost for administrators[[Image:]] is set and updated here. IDs, names and prefixes for directions, as well purchase cost per minute are displayed in the table.
  2. Editing order for provider rates:
    1. Press [[Image:]] “Edit rates” in column “Actions” in front of the correct provider.
    2. Select rates to be edited and press “Edit” in tab “Actions”. All changes are applied to all selected rates that is why if you need to edit each rate separately, select and edit them separately.
    3. To set purchase cost for administrators, enter purchase cost (per minute) into the second field and press “Set purchase cost (per minute)”. Sales costs are set in section “General”, subsection “Rate groups” when editing rates.
    4. To raise purchase cost for administrators by a fixed percentage enter percentage into the first field, select “%” and press “Add cost (per minute)”.
    5. To raise cost per minute for administrators by a fixed cost enter cost (per minute) into the first field, select “money” and press “Add cost (per minute)”.

[[Image:]]

Import provider rates

  1. Create an Excel *.xlsx file on your computer with two columns: “Prefix” and “Purchase cost”. Name the file in the format “rates_№_year-month-day”. For example, “rates_2014-02-23”.

[[Image:]]


  1. Press “Edit rates” in column “Actions” in front of the correct provider.
  2. Press “Import rates”.
  3. Find and upload the provider rate file in *.xlsx format.
  4. Excel list with prefixes and costs – page number in the Excel file (0 by default).
  5. Set purchase cost: per minute or per second. If set “per second”, it is automatically converted to purchase cost “per minute”, when rates are uploaded.
  6. Check box that the provider is new and has never been used before.
  7. Check box to check for new directions.
  8. Press “Import rates”.
  9. Select “Prefix” in columns “Prefix from” and “Prefix to”. The system will automatically duplicate the prefix into both columns.
  • Note - if check box to check for new directions is clicked , two more mandatory fields will appear , country name na direction , please map prefix to country and leave direction filed unmapped

[[Image:]]

  1. Select “Purchase cost” in column “Purchase cost”.

[[Image:]]

  1. Press “Save” and then press “Back”.

*.xls ,. .*xlsx file formats[[Image:]]


File structure for uploading


Prefix from Prefix to Cost
101 110 0.30

Export provider rates

  1. Select[[Image:]] “Edit rates” in column “Actions” in front of the correct provider.
  2. Press “Export rates”.
  3. Select columns, so that the system can form an provider rates table in Excel *.xlsx format and press “Save”.
  4. Save the provider rates file in the correct directory. The system assigns a name to each file in the following format: “providers_№_rates_year-month-day”. For example, “provider_rates_24-02-2014”, “provider_1_rates_24-02-2014”, etc.


Import future rates

system allows to upload a future rates and update provider rates at specified day and time the process is exactly the same as in importing the rates

!important : rates must have same structure and same amount of tables the only difference is possible is cost.


new directions.

if during rates import check box " check for new directions have been checked the new discovered directions will appear in this section there are tree steps to add new

  1. normailise records ( country name)
  2. normailise records ( Directions)
  3. Add normalised recors to Directions

LCR (optimal routing)

Route management.

[[Image:]]

LCR table

  1. The information on call routes is presented in subsection “Optimal routing”. LCR names, as well as priorities, providers, directions and rate groups, paired with LCR are displayed in the table. Here you can add[[Image:]] edit and [[Image:]] delete LCR.
  2. Order of adding LCR:
    1. Add providers.
    2. Upload provider rates.
    3. Add LCR and select priorities.
    4. Add providers into LCR.
    5. Add rate groups into LCR.
    6. Add directions into LCR.

Add providers

  1. Providers are added in section “General”; subsection “Providers”, chapter “Add provider”.

Upload rates for providers

  1. Rates are uploaded in section “General”; subsection “Providers”, chapter “Import provider rates”.

Add 4 rate plans

  1. Rate plans are added in section “General”; subsection “Rate groups”.

Add LCR and select priorities

  1. Press “Add LCR”.
  2. Enter LCR name.
  3. Select call priorities:
      1. Priority – to call through providers in the set order starting from the first. For example, if the call does not come through provider voip_1, then it is made through provider voip_2, etc. Priority is set in provider settings.
      2. Cost – to call through providers that offer the most profitable rates on a certain direction. For example, if the call in the direction of “UKRAINE” does not come through the mobile provider UMC with 0.18 $ per minute, then it will go through Kievstar with 0.2 $/ per minute and etc.
      3. Connection quality – to call through providers that offer the most qualitative routes. Route quality is determined based on connection quality by days of the week and time of day, by directions, number of errors by direction – the less there are, the better the route.
  1. Press “Save”.

Add providers into LCR

[[Image:]]

  1. Providers are added and [[Image:]] deleted from LCR in subsection “Add providers into LCR”. When setting LCR, provider order is set by priority. Status, names, hosts and provider priority are displayed in the table. You can jump to [[Image:]]provider rates.
  2. Order of adding providers into LCR:
    1. Press “Providers” in front of the created LCR.
    2. In “Add provider” menu, select provider and press “Add”.
    3. If LCR was selected by priority, press “Change priority” and set provider order for calls based on the principal – the higher the provider, the higher the priority and press “Save”.

Add rate groups into LCR

[[Image:]]

  1. User groups in LCR are set in subsection “Add rate groups into LCR”.
  2. Order of adding rate groups into LCR:
    1. Press “Rate groups” in front of the created LCR.
    2. Select four user groups to pair with the LCR: member, admin, branch, alias.
    3. Press “Save”.

Add directions into LCR

[[Image:]]

  1. In subsection “Add directions into LCR” LCR directions are added and updated and the highest priority on directions for providers is set.
  2. Order of adding directions into LCR:
    1. Press “Directions” in front of the created LCR.
    2. Press “Update LCR directions”.
    3. Indicate, if needed, “Assign LCR for all mobile providers” and press “Save” or select directions and providers by countries.
    4. Press “Save”.
    5. If needed, press “Set the highest priority on the selected direction for provider”, select provider and then press “Save”.

Rate management

Management, comparison and export of rates.

[[Image:]]

Description of section “Rate comparison”

  1. In subsection “Rate management” providers are compared and the most profitable rates for calls by directions are determined. Names and prefixes of directions, as well as provider purchase costs are displayed in the table.
  2. You can view all minimum prices on directions and providers, as well as you can export minimum and maximum prices into an Excel file.

All minimum prices

  1. Press “All minimum prices” and view minimum purchasing prices on directions and providers.

[[Image:]]

Rate comparison

  1. Select the correct providers, press “Compare” and view purchase cost per call minute by providers. The minimum purchase price by a direction is highlighted with green color, the maximum price – with red.

Export price

  1. Select the correct providers and press “Compare”.
  2. Press “Export minimum prices into Excel file” and/or “Export maximum prices into Excel file” and save the files in the correct directory.

[[Image:]]


Detailed records on calls

Viewing detailed records on calls.

[[Image:]]

Table of detailed records on calls

  1. The detailed report on user calls within the system and their performance is presented in subsection “Detailed records on calls”. IDs, call dates and usernames, names of incoming and outgoing subscribers, countries and directions, call durations and number of seconds, as well as call results are displayed in the table.
  2. Outgoing call results:


# Accepted


When the incoming subscriber accepted the call.
# Ignored


When the incoming subscriber ignored the call.
# Failed


When it was impossible to reach the subscriber because of the line overload or for some other reason.
# Cancelled


When the incoming subscriber dropped the call.
# Disconnected


When the call was disconnected in the middle of a call.
# Redirected


When the call was redirected to a different number.
# Overload


When the call did not get through because of overload.
# Busy


When the incoming subscriber is connected to some other subscriber in the time of the call.

Stats on user accounts

Viewing statistics on user accounts.

[[Image:]]

Table on user account statistics

  1. The detailed financial report on user calls is presented in subsection “Stats on user accounts”. IDs, call dates and usernames, IPs of outgoing and numbers of incoming subscribers, countries and providers, as well as rate groups are displayed in the table. Among economic indicators are: cost per minute for users, call cost (billing by second) and current user balance after calls made.

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VoIP users

Managing IP-telephony users.

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VoIP user table

The information on users of IP-telephony is presented in subsection “VoIP users”. Here you can add and

[[Image:]] edit VoIP users, as well as update their[[Image:]] passwords and [[Image:]] balance. You can jump to[[Image:]] view detailed records on calls and[[Image:]] user account stats.


Add VoIP user

  1. Press “Add user”.
  2. Select country.
  3. Enter phone number in the following format: provider code + number. For example, 951234567. The system automatically assigns an international country code based on the selected country. For example, “+380” for Ukraine. The phone number is considered the username in the system.
  4. Fill in the email to receive system notifications, for example, about the new features or the necessity to refill your account to be able to make calls.
  5. Enter, then reenter password.
  6. Assign to user:

a. A user group. User groups are added in section “Basic content”, subsection “Groups”.

b. Status — “Active”, “Inactive” or “Frozen”. An active user has access to the system functional

in accordance with the set access rights. An inactive user can log in but cannot use the system: make or accept calls, etc. For a frozen user access to the system is completely closed.

c. A rate group for making calls. Rate groups are added in section “General”, subsection “Rate

groups”.

d. A base currency to refill the account and for performing other operations in the system. Currencies are added in section “Finances”, subsection “Currencies”.

e. Type of provided services - “Prepayment”.

  1. Press “Add”. After that, the user is assigned an internal short number.

Edit VoIP user

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  1. The main and VoIP user information is edited and user accounts are refilled in subsection “Edit user”.
  2. To edit main information press “Edit” in front of the correct user in column “Actions”. Press “Edit main information” and change email, group and/or user status.
  3. To edit Advanced settings press “Edit” in front of the correct user in column “Actions”. Press “Edit main information” and change the transport protocols , call limit , IP and Mask.
  4. To edit VoIP information press “Edit” in front of the correct user in column “Actions”. Press “Edit VoIP information” and change phone number, rate group, short number, default currency and/or type of provided services.

Refilling VoIP user account

  1. To set necessary balance on user’s account press “Update balance” in front of the correct user in column “Actions”. Enter the correct amount in user currency and press “Save”. VoIP user currencies are set in section “General”, subsection “VoIP users”, “Edit VoIP user”.
  2. To refill account by a fixed amount press “Edit” in front of the correct user in column “Actions”. Press “Refill account”, enter refill amount and press[[Image:]] plus.

Pairing VoIP user with rates

  1. Press “Edit” in front of the correct user in column “Actions”. Press “Edit VoIP information” and change rate group. [[Image:]]

Hereinafter select columns to display in the table.


2.9 Blocking by CLI

You can block calls in section “Block by CLI”.

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2.9.1 Block by CLI table

By setting CLI, you can block incoming, outgoing or two way calls from and to the given number.


2.10 Redirecting by CLI

You can perform scenarios for flexible redirecting in section “Redirecting by CLI”.

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2.10.1 Redirecting by CLI table

You can select various redirecting scenarios by selecting user ID and indicating dialing number.

For example, a CLI customer dials 420 111 111 111 and is immediately put through to a card platform. If another user dials the same number, he will only hear the voice message.

2.11 Console

Unloading logs from Asterisk console.

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2.12 Error log

Displaying errors during calls.

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The detailed report on call errors with time and error description is presented in this section.

2.13 Call log

Detailed report on calls.


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A more detailed report on calls is presented in this section.


Access phones

Managing access phones.

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This section is the mirror image of section “Phone cards”, subsection “Access phones”.

Access phone table

  1. See section “Phone cards”, subsection “Access phones”.

Add access phone

  1. Access phones are added in section “Phone cards”, subsection “Access phones”.

Emergency phones

This feature allows to reserve the certain short numbers for emergency phones (police, fire-watch, ambulance etc.). Reserved numbers cannot be used as internal short numbers afterwards.

Customer zone

To move to the customer zone of your web interface, press “Preview” in the title of the administrative zone's web interface.

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The customer zone

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is the habitat of customers.

Basic content

The Basic content menu contains two submenus: "Profile" and "Change password".

Profile

In the "Profile" submenu

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you can change the main settings for your user profile:

  • e-mail address;
  • interface language;
  • Phone number (cautiously - because if you change the phone number, the login is being changed as well, you are honestly warned about it).

SIP ID and short number are assigned automatically when a new user is created and cannot be edited here - only by administrators in the administrative zone, section “General”, subsection “VoIP users”, VoIP user data editing dialog

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More things to change in the "Profile" submenu are some appearance-related options like layout and color scheme. Click on the cogwheel icon in the top-right part of the dialog

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and in the opened panel

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you can play around a bit with your customer zone appearance.

Change password

In the Change password dialog

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Enter the new password, retype it and press “Save”.

Billing

There are two submenus in the Billing menu - "Add money" and "Transactions".

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Add money

In the "Add money" dialog

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  • Select payment method – through PayPal with a payment card or wire transfer.
  • Select amount and currency to be added and press “Pay”.

To activate additional payment systems you have to add them in the administrative zone, after that they will be displayed in the customer zone.

The "Add money" dialog can be as well accessed directly from the customer zone's main page - via the link in the title.

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Transactions

The detailed report on user payments in the preset time range is represented in the “Transactions”. submenu, in the table with following columns: "Sum", "Payment Status", "Payment system", "TXN ID", "Date" and "Invoice PDF".

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In the top-right part of the dialog there is a group of buttons to switch between the export options for the transaction report: "CSV", "Excel" and "Print".

Call Shops

There are 3 submenus in the Call Shops menu: "Call Shops", "Call Booths" and "Real Time Statistic."

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Call Shops

In the “Callshops”. submenu

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we can view, edit or delete the existing call shops (in the call shop table), as well as add new ones.

To add a call shop

  1. Press the “Add new” button.
  2. In the appeared "Add call shop" dialog:

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  • Type the call shop name in the cognominal text field.
  • Set rounding in seconds. Billing by minute will start after the number is set.
  • Press “Save”.

Call Booths

In this submenu we can view, edit and delete the already existing call booths, as well as check their call info and add new ones.

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To add a new call booth:

Press “Add booth”.

In the opened dialog:

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  • Enter booth name to the "Call booth name" text field and select callshop name from the cognominal dropdown list.
  • Press “Save” and the system will automatically generate an access password.
  • After the booth is added, the system will generate a password to access it.

Real Time statistics

In the Real Time Statistics submenu there is a table with all connected active terminal devices displayed in it.

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During a call the grey square (which means inactive state) in the leftmost column will change to green, and if the call gets through, the color will change to orange. After the call is handled, the orange square in the left will remain as is and in section “call cost” the total price will be displayed.

By clicking on the "Show call history" button in the "Actions" column you enter the screen with detailed statistics on all calls made and received via selected call booth.

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You can choose the currency in which the costs will be displayed, in the "Select currency" dropdown list. Also - you can set the call booth's statistics to zero by clicking on the cognominal button.

Booth name Extension name
Status Offline – disconnected , Online - connected
Directions Directions
Calls to Subscriber number
Call duration Call duration in seconds
Talk duration Talk duration in seconds
Cost per minute Cost per call minute in the given direction
Call cost Total call cost


PBX

In this menu we can manage extension group, extensions themselves, ring groups, conferences, phone mapping, as well as view the detailed statistics on incoming and outgoing calls, voice messages and SMS messages.

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Convenient, fast and reliable communication suite for business. Cloud PBX allows you to quickly roll out a corporate telephone network taking into account the peculiarities of your business. You do not need to buy expensive equipment and pay for its maintenance.

  • PBX – Private Branch Exchange.
  • Extensions – groups of telephone exchange.

more at | Wiki

Extension groups

In this submenu

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we view all currently present in the system extension groups and on necessity manage them - add, edit and delete.

To add an extension group, we should press “Add extension group” button. In the appeared dialog

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  • Enter the group name in the "Group name" text field.
  • Select the language of voice messages in the "Sound Lang" dropdown list.
  • Type the caller ID (CLi) in the "Caller ID" text field.
  • Click on the “Save”. button.

Extension group table

ID indicator
Group name pbx group name
Billing group pbx rate group
Rounding Rounding is set in seconds
CLI The number that will be identified during a call from the given group

Extensions

Ectensions (aka virtual phone numbers) are managed in this sumbenu

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Adding the extension

  • In the "PBX - Extensions" submenu press the “Add extension”. button.

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  • in the opened "Add extension" dialog

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  • Enter extension name.
  • Select extension group and indicate, whether the calls should be recorded or not.
  • Assign an internal short number.
  • Check possibility to make international calls.
  • Select voicemail and create a password or enter a number to redirect calls.
  • Press “Save”.

Extensions table

Name Extension name
Password Automatically generated
Group pbx rate group
Call recording To record outgoing calls from an extension


Internal number Internal numbering
Caller id for internal calls Display name for inteternal calls
Caller id for external calls Caller ID for calling to PSTN
International calls Enable /Disable international calls
Voicemail Enable voicemail
Voicemail number Voicemail number
Voicemail Pin-code Voicemail password
Redirect to short number Redirect to a local number
Ridirect to world Redirect to PSTN ( can adjust caller ID)
Actions Detailed view of calls, editing password and settings

SLA ring groups

SLA is routing based on time or day of the week, for example, working time from 9 to 17 from Mon to Fri, all remaining time the call will be redirected to voicemail or another number. Managed in this submenu.

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Adding the Ring Group SLA

  • In the "PBX - Ring Group SLA" submenu click the "Add New" button

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  • In the opened "Add ring group SLA" dialog

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  • Enter Ring group name.
  • Select days and time you wish to receive calls.
  • Select disable days when you don't want to accept calls.
  • Select actions if calls arrive after time or in disabled days.
  • Press “Save”.


Name Ring Group SLA name
Days Enabled Can Select days and time
Days Disabled Can select days Disabled
Action if not in time call Can select folowing actions

Actions if not in time

  • Call to number ( can adjust Caller ID )
  • voice mail
  • extension
  • ring group
  • play a voice messages
  • ivr menu

Ring groups

The ring groups are managed in this submenu

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  • Ring groups are queues that unite extensions with various types of calls.

For example. For a ring group with 3 extensions a call of type “Hunt” is added. The limit is set to 60 seconds and redirecting to a phone number. In the given scenario the ring group will call to all extensions in this group, until a free one is found within 60 seconds, and then will redirect the call to the selected.

Ring group table

Name Ring group name
type Hunt or Ring all
SLA Select a Ring group SLA
Music On Hold Add Custom Mp3 file - Music On hold


Record Record calls in the ring group
Time set time untill action
Action Action if no extensions answer within set time

Actions :

  • Call to number ( can adjust Caller ID )
  • Voice mail
  • Extension
  • Ring group
  • Play a voice messages
  • Ivr menu

Adding the ring group

  • In the "PBX - Ring Groups" submenu press the “Add ring group” button.

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  • In the opened "Add ring group" dialog

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  • Assign a name to the group and select call type Hunt , or Ring All . Hunt will search for available extension and Ring All will ring all extensions at once
  • select if you wish to record all calls that arrive to ring group
  • Enter ringing time.
  • Indicate, if within the given time the call is not accepted, to redirect the call to another number (enter) or leave a voice message.
  • Press “Save”.

Conferences

Conferences are managed in this submenu.

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Conference table

There are several types of conferences: open and close (a password is required for connection), internal, which are available by an internal number, and external, which are paired with the virtual number.

Conferences can be recorded.

Adding the conference

  • Press “Add conference” button in the "PBX - Conference" submenu

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  • In the opened "Add conference" dialog

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  • Enter conference name.
  • Select type and extension group.
  • Indicate, whether to record conference or not.
  • Press “Save”.

Voice messages

Managing the voice messages for your IVRs takes place in this submenu

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Voice message table

  • View voice messages, play and delete them.
  • Voice messages can be used to create a voice menu.

Adding the voice message

  • Press “Add voice message”. button in the "PBX - Voice Messages" submenu

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  • In the opened "Add voice message" dialog

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  • Press “Browse”, locate the mp3 file and press “Open”.
  • Press “Save”.

IVR menu

Managing the IVR menus takes place in this submenu

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IVR (Interactive Voice Response) – a menu of prerecorded voice messages, which routes calls inside pbx based on the information that the customer tone-dials with his phone keyboard.

IVR table

  • View IVR menu, status, as well as edit IVR and change status.

Adding the IVR menu

  • Press “Add IVR menu”. button in the "PBX - IVR" submenu

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  • In the opened "Add IVR" dialog

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  • Enter name.
  • Press “Save”.

Edit IVR menu

  1. Press “Update” in front of IVR in column “Actions”.
  2. Click on downloaded file and press “Edit”. IVR change takes place based on constructor method.
  3. Select name for menu and press “Edit”.
  4. Select audio file pre-uploaded into voice messages and press “Add”.
  5. Set child menu step by step (1 – connect to Call center, 2 – connect to… etc): select IVR name, a key (from 0 to 9), call type. Indicate call type and enter the number to redirect and select a name for “Ring group”.
  6. Press “Add child”.

Call records

View call recordings.

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Call record table

In this section you can listen to and upload recorded calls from extensions and during conferences.


DID Mapping

Managing mapped numbers.

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DID Mapping table

In this section virtual numbers are set, they can be paired with the IVR menu, conference, extension, ring group.

Pair number

  1. Press “DID mapping”.
  2. Select phone to map it with.
  3. Select mapping type.
  • extension
  • ring group
  • conference
  • ivr

Press “Save”.

Call description

Managing call description for Call processing center.

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Table

In this section messages are set for the completion of agent’s work in section “Call processing center”.

Add call description

  1. Press “Add description”.
  2. Enter text for call completion into the window.
  3. Press “Save”.

Note : after the call is made the Agent will be automatically put into state *call handled*. In this state he cannot accept calls. The agent will be offered options to end call from dropdown menu. After the choice is made, the agent will be able to accept calls again.

Example: Descriptions are added, customer rejected product, customer extended order, customer issued a new order. After the call is made, the Agent will select the most suitable option based on result.


Export

In this section pbx admin can unload daily reports.

Call processing center

Call center calls.

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Table

This information is displayed in real-time mode and they show the current situation on call processing center.

Description of definitions

Handled calls Successfully completed calls
Calls In queue Number of calls in queue
Abandoned calls Abandoned calls
Away agents Offline agents
Agents on call Agents that accept calls
Agents available Total agents available
Agents on wrap-up Agents wrapping up calls

VoIP

User rates, call cost and VoIP user calls.


User rates

Call calculation and viewing rates.

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User rate table

In this section the customers can use call cost calculator by entering the phone number into the field , as well as they can independently receive information on costs for selected directions, the price is indicated in default currency. The customer sees rates paired with the group he is in.

Call cost calculator

  1. Enter phone number and press “Calculate cost”.

User rate table

Call cost

Viewing call costs.

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Call cost table

The detailed report on calls, including filtration possibility to display calls within the given period.


Calls

Viewing VoIP calls.

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7.3.1 Call table


This section displays call records with the possibility to unload in CSV , Excel file formats.


7.17 Web callback

Callback call from website.


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7.17.1 Web callback table

Web callback allows making calls through callback option.

Example: Enter subscriber number into the first window and the second subscriber number into the second window and press “Call”.