PortaBilling Account Self-care Interface Guide

PortaBilling Account Self-care Interface Guide
PORTA
ONE
$
PortaBilling
Account
Self-care
Interface
©2000-2015 PortaOne, Inc.
All rights reserved
Maintenance
Release
46
Documentation
www.portaone.com
Porta
Billing®
Account Self-care Interface
Copyright Notice & Disclaimers
Copyright © 2000-2015 PortaOne, Inc. All rights reserved
PortaSwitch® Account Self-care Interface, March 2015
Maintenance Release 46
V1.46.03
Please address your comments and suggestions to: Sales Department,
PortaOne, Inc. Suite #408, 2963 Glen Drive, Coquitlam BC V3B 2P7
Canada.
Changes may be made periodically to the information in this publication.
The changes will be incorporated in new editions of the guide. The
software described in this document is furnished under a license
agreement, and may be used or copied only in accordance with the terms
thereof. It is against the law to copy the software on any other medium,
except as specifically provided in the license agreement. The licensee may
make one copy of the software for backup purposes. No part of this
publication may be reproduced, stored in a retrieval system, or transmitted
in any form or by any means, electronic, mechanical, photocopied,
recorded or otherwise, without the prior written permission of PortaOne,
Inc.
The software license and limited warranty for the accompanying products
are set forth in the information packet supplied with the product, and are
incorporated herein by this reference. If you cannot locate the software
license, contact your PortaOne representative for a copy.
All product names mentioned in this manual are for identification
purposes only, and are either trademarks or registered trademarks of their
respective owners.
© 2000-2015 PortaOne, Inc. All rights Reserved. www.portaone.com
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Porta
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Account Self-care Interface
Table of Contents
Preface ............................................................................................................................ 4
Hardware and Software Requirements ............................................................... 5
1.
Introduction ................................................................................... 6
Login to the Account Self-care Interface............................................................ 7
Overview......................................................................................................................... 7
Common Features....................................................................................................... 8
2.
Web Interface................................................................................ 9
Dashboard.................................................................................................................... 10
My Profile tab.............................................................................................................. 11
IP Centrex Tab ........................................................................................................... 12
General .............................................................................................................................12
DIDs (External Numbers) ..........................................................................................12
Phone Book.....................................................................................................................13
Dialing Rules ..................................................................................................................14
Incoming Calls ...............................................................................................................15
Forwarding ......................................................................................................................15
Call Screening ................................................................................................................20
Call Logs ..........................................................................................................................22
Conferences ....................................................................................................................23
Voicemail .........................................................................................................................25
Faxes .................................................................................................................................29
Auto Attendant ..............................................................................................................30
DISA ..................................................................................................................................37
Call Barring .....................................................................................................................37
Identity .............................................................................................................................38
Music on Hold ................................................................................................................38
Emergency Calls ...........................................................................................................39
Products Configuration tab .................................................................................... 40
Billing Information tab............................................................................................. 41
Billing Summary ............................................................................................................41
Products and Services ................................................................................................42
Transactions ...................................................................................................................42
Volume Discounts.........................................................................................................43
Top-up Account.............................................................................................................45
Mobile Payment Transfer ..........................................................................................45
Make a Payment ...........................................................................................................45
Payment Info .................................................................................................................47
3.
How to .......................................................................................... 48
… define a time period using the wizard?........................................................ 49
… transfer funds to mobile numbers? ............................................................... 52
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Porta
Billing®
Account Self-care Interface
Preface
This document provides a general overview of the Account self-care
interface and the configuration for your phone line.
Where to get the latest version of this guide
The hard copy of this guide is updated upon major releases only, and does
not always contain the latest material on enhancements that occurs inbetween minor releases. The online copy of this guide is always up to
date, and integrates the latest changes to the product. You can access the
latest copy of this guide at: www.portaone.com/support/documentation/.
Conventions
This publication uses the following conventions:
 Commands and keywords are given in boldface
Exclamation mark draws your attention to important information or
actions.
NOTE: Notes contain helpful suggestions about or references to materials not
contained in this manual.
Timesaver means that you can save time by taking the action described
here.
Tips provide information that might help you solve a problem.
Trademarks and Copyrights
PortaBilling®, PortaSIP®, PortaUM® and PortaSwitch® are registered
trademarks of PortaOne, Inc.
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Porta
Billing®
Account Self-care Interface
Hardware and Software Requirements
Client System Recommendations




OS: Windows XP, Vista, 7 or 8, UNIX or Mac OS X
Web browser: Internet Explorer 8.0 (or higher), Mozilla Firefox 3.6
(or higher)
JavaScript and cookies enabled in web browser
Display settings:
o Minimum screen resolution: 1024 x 768
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Introduction
1. Introduction
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Introduction
Login to the Account Self-care Interface
Your ITSP will provide you with a URL and credentials for logging in to
the Account self-care portal upon subscribing to their services.
Overview
The account self-care interface was designed for end-users to access their
profile data, check billing information, make mobile payment transfers
and, most importantly, manage their IP Centrex settings. The front-end
design offers simple and intuitive navigation. This includes an easy-to-use
structure of menus and controls, graphic icons and improved presentation
of information.
For your convenience, the account self-care interface is divided into four
tabbed sections:




Dashboard (your home page)
My Profile
IP Centrex
Billing Information
At the top of the interface you can always view billing information such as
your balance information, web interface language, etc.
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Introduction
Common Features
Most of the data on the self-care portal is formatted like a page and sorted
into columns. You can go to the next page or the previous page, jump to
icon to update any of the
the first or last page, or use the Refresh
pages. You can also change the number of columns and sort them in
ascending or descending order by clicking your mouse on the name field
of any of these columns. If you point your mouse at the name field you
will see a triangle; click on it and a drop-down menu will appear. You can
choose how to sort your data and add or remove columns by ticking or
unticking items in the drop-down menu:
Action buttons
The top right hand side of the interface provides you with the following
information and actions:
1. Your ID and a login name that was used to log in.
2. The Logout button that terminates your current session on the
web interface. Also, you can change your password here if
necessary.
In order for changes to take effect when adding / editing information,
you need to click the Save icon on the appropriate page. If you do not
want to save the information entered – just press Cancel.
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Web Interface
2. Web Interface
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Web Interface
Dashboard
Your home page is organized like a dashboard so that you can easily view
the most important information separated by category into different
windows. In addition, these windows can be moved around, rearranged or
minimized as you wish.
You will see three information windows on the Dashboard:
Field
Brief Billing
Information
Contact
Information
Member of
Huntgroups
Information
Product &
Discount
Information
Recent Calls
Status
Description
This reflects thumbnail billing information such as
your available funds (or balance), refunds and
charges information.
Balance information will only be displayed for
phone lines which have an individual balance
control.
Here you can view your contact info such as
address, email, etc.
This shows whether your extension belongs to any
of the huntgroups.
Here you can find all the necessary information
concerning your product and available discounts.
This table lists the most recent calls and call details.
It also gives you the ability to listen to recorded calls
(if any were recorded).
Indicates whether the phone is online or offline at
the moment.
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Web Interface
My Profile tab
The My Profile tab allows you to view and change your personal details
such as contact information, personal info, password, etc.
Tab
General
Additional
Information
Settings
Change
Password
Description
Here you can enter general information such as
company name, address, etc.
This is a list of additional fields. The fields for this
tab are set by your provider.
Here you can choose the language to be used on your
self-care web interface.
Here you can change your current password for the
self-care portal.
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IP Centrex Tab
This tab allows you to view your external numbers, and configure call
screening, voice mail and other services.
General
Field
Associated
Number
Preferred IVR
Language
Description
This field may be used for various purposes
depending on the services offered by your provider.
Ask your service provider about how to use this
particular option.
Here you can select the language you prefer for
interacting with an IVR application.
DIDs (External Numbers)
In addition to being assigned your main phone number, you can have
multiple alternate DID (direct inward dialing) phone numbers assigned.
Here you can find a list of available DID numbers (the numbers should
initially be defined on the customer self-care interface or by your
provider).
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Phone Book
On the Phone book page you can maintain your own set of frequently
dialed numbers, assign speed dial codes for them and define a list of
favorite numbers.
Note, that this page is only active if your provider has enabled the Phone
Book feature for you. Depending on your needs, you may activate /
deactivate the Phone Book by selecting or clearing the check-box on the
top.
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Speed Dial
The Speed Dial option allows you to assign speed dial codes to numbers.
Please contact your provider to inquire about the maximum abbreviated
dial length.
Favorite Rating
If your provider makes the Favorite Rating service available, you have
the option to mark which numbers will be charged according to a special
rate. Ask your provider about the maximum amount of numbers that you
can mark as favorite numbers and about the patterns to be used for
favorite numbers.
Dialing Rules
On this page you can define a way of dialing phone numbers that is
convenient to you.
By default, Dialing Rules are disabled. This means that the system
identifies calls arriving from a user as being in the E.164 format. If Dialing
Rules are enabled, this will allow you to choose various dial plan
parameters such as an international dialing prefix or area code. You may
change or type in your own number translation rules instead if you select
the Custom Rule option.
Several sample settings are provided for your convenience. For instance,
in order to load sample settings for “traditional” North American dialing,
select “North America, WA, 10 digit dialing” from the drop-down list and
click
Save.
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Confirm that you have described the numbering format correctly. Verify
that for all examples provided (domestic and international calls) this is
how you want the numbers dialed.
Incoming Calls
Here you can set the parameters for incoming calls.
Field
Default
Answering
Mode
Ext-to-ext Call
Distinctive
Ring
Caller Info
Call Waiting
Endpoint
Redirection
Description
This option specifies the method for processing
incoming calls.
For incoming calls from phones within the IP
Centrex environment, use a ring pattern that is
different from the default tone.
This option displays caller info for incoming calls (set
by provider).
Indicates the status of the Call Waiting function (set
by provider).
This allows you to configure call redirection on your
SIP phones (if this feature is supported by the SIP
phone).
Forwarding
Forwarding allows you to redirect all calls to another telephone number.
What call forwarding does for you:

Eliminates missed calls
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


Web Interface
Calls can follow you wherever you go
Eliminates waiting for important calls
Enhances home security when you are away
There are several types of forwarding:
 Follow-me
 Advanced Forwarding
 Forward to PBX
 Simple Forwarding
Forward to PBX
This type of forwarding is only available when your provider has
established the Forward to PBX mode for you. Forward to PBX allows
to specify not only a destination phone number but also an IP address for
calls to be forwarded to. This is useful when calls have to be routed
directly to an external SIP proxy.
Follow-me
If the Follow-me option is set for you by your provider you can forward
calls to multiple destinations. You can also configure it so that each of
these destinations will be used during its own time period.
1. In the IP Centrex section, choose Forwarding.
2. Select the mode (Order, Random or Simultaneous) for your
forwarded calls.
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3. Click
Add New Number.
4. Enter the following information:

Number – Enter a number for redirecting calls (e.g.
35644890579).
 Description – A short description for this number.
 Ring for – If a call is not answered, set the number of
seconds that it will ring for until it is forwarded to the next
number on the list.
 Calling Party Display – Choose how to display the caller’s
info during forwarding:
o Select Caller Number and Name to see the
phone number and the name of the original caller.
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o If you choose Caller Number and Forwarder
Name, then the phone number of the caller and
the forwarder’s name will be displayed.
o To see the phone number and the name of the
forwarder, select Forwarder Number and
Name.

Ring Schedule – Choose the period during which the
number is used. If you check the box next to Always, the call
will always be forwarded (e.g. to your cell phone). If you want
to forward calls to a cell phone only during a specific time
period, check the box next to Only at the following time
interval field and click the icon to define that interval.
Please consult the How to... section for more information.
5. Click the
Save icon to save the results of your work.
6. Repeat steps 2-4 until all the desired Follow-me numbers have been
added.
Advanced Forwarding
This type of forwarding is only available when your provider has
established the Advanced Forwarding mode for you. This is similar to
the Follow-me mode, but has some extra options that allow you to route
calls to SIP URI. To do this, follow the steps below:
1. In the IP Centrex section, choose Advanced Forwarding.
2. Select the mode (Order, Random or Simultaneous) for your
forwarded calls.
3. Click Add New Number to add the number that you wish to
receive forwarded calls.
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4. Enter the necessary information. The fields are very similar to those
for adding a Follow-me number as described above, but additional
fields that are not available when adding a Follow-me number are
located below:

SIP Proxy – Select a proxy server from the dropdown list
that forwarded calls can be routed to (the list of allowable SIP
proxy addresses is managed by your provider).
 Keep Original CLD – Check this option to ensure that the
originally dialed number is present in the call information
when forwarding a call to SIP URI.
 Calling Party Display – Choose how to display the caller’s
info during forwarding:
o Select Caller Number and Name to see the
phone number and the name of the original caller.
o If you choose Caller Number and Forwarder
Name, then the phone number of the caller and
the forwarder’s name will be displayed.
o To see the phone number and the name of the
forwarder, select Forwarder Number and
Name.

Transport Protocol – This enables you to choose the UDP
or TCP transport protocol. You can use the TCP protocol
instead of UDP for SIP communications with PBXs that do
not support UDP.
5. Click the
Save icon to save the results of your work.
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Simple Forwarding
The simplest type of forwarding is to specify a single phone number that
all calls will be sent to (must be determined by your provider).
1. In the IP Centrex section, choose Simple Forwarding.
2. Enter the following information:
 Forward To – The number you wish the calls to be forwarded to.
3. Click the
Save icon.
Call Screening
On the Call Screening page you can define and view a list of rules for
handling incoming calls.
Note, that this page is only active if your provider has enabled the Call
Screening feature for you. Depending on your needs, you may activate /
deactivate Call Screening by selecting or clearing the check-box on the
top.
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To add a new rule simply click the
bottom of the page.
Field
Enable Rule
Add new rule button at the
Description
Time Management and Action
Allows you to temporarily disable a rule without
actually deleting it (so it can be used later on).
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Action
Specifies which actions should be taken if a particular
phone call satisfies the conditions for this rule.
Time Filter
Allows you to select a condition applicable to the
time when a call is made.
Time Filter
Enter the name for a new time window. If you want
Name
to set specific parameters for your Time Window,
click the icon to define the interval. Please consult
the How to... section for more information.
Caller’s Number Filter
Caller's
Allows you to select a condition applicable to an
Number Filter incoming phone number (phone number of a person
Group
trying to contact you).
Incoming Number Filter
Incoming
Allows you to select a condition applicable to one of
Number Filter your phone numbers that a person tries to contact
Group
you.
The following fields are similar to both Caller’s and Incoming Number Filter
Filter Group
Enter the name for the new Filter Group.
Name
Number
Add the number(s) to your Filter Group. First enter
the number and then press the Add button.
Number List
The numbers you have added to the group are
displayed here.
NOTE: If a user modifies already created filter groups then the changes are applied
for all other call screening rules where these filter groups are used.
Call Logs
This page is only active if your provider has enabled the Call Recording
feature for you. With the help of this feature, the users of IP Centrex
services can record their phone conversations for later playback. On the
Call Logs page you can view a list of recorded calls, listen to recordings
and filter them for / from a certain period.
Depending on your needs, you may activate / deactivate Call Recording
by selecting or clearing the check-box on the top.
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Conferences
On the Conferences page you can create and manage your conferences
(virtual conference rooms).
Note, that this page is only active if your provider has enabled the
Conferences feature for you. Depending on your needs, you may activate
/ deactivate Conferences by selecting or clearing the check-box on the
top.
To add a conference, click the Add Conference button and then fill in
the form for it; see the following table for a description of the available
fields.
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Field
Name
Maximum
Participants
Announced
Conference
Name
Schedule
Duration
Create a
Permanently
Active
Conference
Access Codes
Web Interface
Description
A description of your conference.
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
your administrator to your account.
Upload a sound file with the name of the conference
as it will be announced to people joining it.
Specify the date and time when the conference will
start.
In order to prevent service abuse, you must specify
the maximum allowed conference duration (in
minutes).
Maximum Session Time: If you are creating a
“meeting room” (a permanently active conference),
specify the maximum time that a single participant
can stay in the conference. This is also done to
prevent potential service abuse.
Access codes are created automatically, but you can
generate a new set of codes by clicking the Generate
button.
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Options
Video
Conference
Wait for
Moderator
Announce
Joining or
Leaving
Participants
Enable Music
on Hold
Enable it, if you want to have a Video Conference.
If activated, conference participants will not be able
to communicate with each other until the host
(moderator) arrives.
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.
Upload a sound file first if you want to use this
option. When activated, the first conference
participant will hear music while on hold until the
second conference participant arrives and joins the
conference.
Click the Save icon. Now you can start the conference at the scheduled
time. For this dial the conference access number from a phone and enter
your access code. The same should be done by other participants from
their phones.
When the conference is over, you can review the charges for the
conferencing service on the Transactions page of the Billing
Information page.
On the Conferencing page you may choose which conferences to display
– current, future, etc. You may also make an extensible search using Show
Advanced Filter in the top right-hand corner via:


name of the conference,
conference Start and End time by clicking the icon
.
Voicemail
On the Voicemail page you can configure your voice mailbox and view
messages left by callers.
Note, that this page is only active if your provider has enabled the
Unified Messaging services for you. Depending on your needs, you
may activate / deactivate Voicemail by selecting or clearing the checkbox on the top.
Once you choose the Voicemail tab you will be prompted to go to the
Unified Messaging (UM) Web Interface to check your mailbox.
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You will also find these tabs under Voicemail:
 Mode
 Voice Menu
 External E-mail
 Greetings
 Mailbox Display Options
 Message Display Options
 Folder Preferences
The Mode tab allows you to select the Fax-only or Voicemail mode for
your phone line. When the Fax-only mode is selected (e.g. for a phone
line that represents a DID number), every incoming call to this number
will be answered with “start fax” tones, indicating that it will only receive
fax messages. Thus the phone line will serve as a dedicated fax line,
emulating the behavior of a legacy fax machine. When the Voicemail
mode is selected for the phone line, this allows a caller to leave a voice
message which can be listened to later.
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The Voice Menu tab allows you to set options for your mailbox, such as:
 Password
 Always Ask for Password
 Prompt Levels (Standard, Extended, Rapid)
 Announce Date & Time
 Auto Play
The External E-mail tab allows you to forward messages to an external
email box. When a new message arrives to your mailbox, a full copy of the
message or simply a short notification can be sent to your other email
address. To do this, specify an email address, define one of the actions
(Forward, Forward as Attachment, Copy, or Notify), choose an
appropriate voice message audio format and click Save.
The Greetings tab allows you to customize your personal greetings for
your voicemail. The Standard option is set by default. You may upload or
record greetings specifically for Extended Absence, Personal and
Name.
The Mailbox Display Options tab supplies with the following options:



Number of Messages per Page – This defines the number of
messages that will be shown in a given folder on a single page. If
the folder contains more than this number, you will see
“Previous” and “Next” links above and below the list, taking you
directly to the previous or next message.
Enable Page Selector – When you check this box, page numbers
will be shown above and below the message list, allowing you to
quickly jump to a specific message page.
Maximum Number of Pages to Show – Defines the number of
pages to be displayed above and below a message list.
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

Web Interface
Length of From / To Field – Defines the number of characters
that will be displayed in the From / To field. If you enter 0, then
the full name will be visible.
Length of Subject Field – Defines the number of characters that
will be displayed in the subject field. If you input 0, then the full
subject will be visible.
The Message Display Options tab:










Wrap Incoming Text At – Defines how many characters to
allow before wrapping text. This prevents messages from scrolling
far off the screen. 86 is usually a good number to enter here, but
you may change this as you desire.
Width and Height of Editor Window – Defines how wide and
high your message box will be. This indicates the number of
characters per line you will be able to type before wrapping occurs
in Compose.
Show HTML Version by Default – If a message you receive is
in both text and HTML format, you can choose to see the HTML
version (Yes) or the text version (No) by default.
Include Me in CC when I Reply All – “Reply All” sends a reply
to all recipients of the original message, including yourself. To
leave your own email address out, uncheck this box.
Enable Mailer Display – When viewing a message, this option
displays which email service or client was used by the sender.
Display Attached Images with Message – Displays the images
attached to a message right as you view the message.
Enable Printer Friendly Clean Display – Cleans up the
message so the printed version looks nicer.
Enable Mail Delivery Notification – Enables (or disables)
automatic notification that a message has been delivered.
Prepend Signature before Reply / Forward Text – Attaches
the signature you defined under the Signature tab in Personal
Information.
Sort by Received Date – Sorts all the messages by the order they
were received.
The Folder Preferences tab:



Trash Folder – Specifies which folder messages will go to when
you delete them.
Draft Folder – Specifies which folder messages you save as drafts
will go to.
Sent Folder – Specifies the folder where sent items are saved.
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



Web Interface
Enable Unread Message Notification – This option specifies
how to display unseen (unread) messages in the folder list in your
browser window. If you set this to “No Notification”, you will not
be notified of unseen messages. If you set it to “Only INBOX ”,
the inbox heading will become bold when you have new messages,
and a number will appear to the right of it indicating how many
new messages are in it. If you set this to “All Folders”, the same
will happen in all folders. If you notice that the folder list is
loading very slowly, setting this to “Only INBOX” or “No
Notification” should speed it up.
Unread Message Notification Type – When new messages are
in a folder, this option indicates whether to display the number of
new messages only, or the total number of messages in that folder
as well.
Enable Cumulative Unread Message Notification – This
controls the behavior of the message counter that is displayed
next to each folder in the folder list. If the box is checked and the
folder contains sub-folders, then once it is collapsed, the message
count will include all of the messages within all of the sub-folders
of that folder.
Memory Search – If you search a mailbox, the search can be
saved for quick access later. This option defines how many
mailbox searches will be saved.
Faxes
The Faxes tab gives you an opportunity to choose one of the output
formats (one PNG file per page, one TIFF file per page, single TIFF file
or single PDF file).
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Auto Attendant
On the Auto Attendant page you can program your own set of menus
for auto attendant, from a simple message such as “I am on vacation right
now, press 1 to connect to my assistant” to a complex menu system with
various options for small or medium-sized businesses. You can program
the voice dialog from your web browser, record voice prompts using a
microphone on your PC or upload professionally recorded prompts,
create multiple sub-menus and define an activity period for each of them,
program your company’s dial-by-name directory, construct multiple call
queues, and so on.
Note, that this page is only active if your provider has enabled the Auto
Attendant service for you (otherwise it will be grayed out). Depending on
your needs, you may activate / deactivate the Auto Attendant by
selecting or clearing the check-box on the top.
Basic Concept:
 The Media Server’s auto attendant is composed of a set of menus.
 All the menus are identical in every respect, except for the ROOT
menu, which is always present and cannot be deleted, and whose
name cannot be changed.
 When a caller dials the system, auto attendant will answer
(connect) the call and proceed to the ROOT menu.
 If a user tries to access a menu which is not currently active, the
action specified in the Not Active configuration parameter will be
performed; for instance, the user may be automatically forwarded
to an “after hours” menu.
Add/Edit menu
The auto attendant is composed of a set of menus. The main screen lists
all the menus available. You can modify one of the existing menus by
clicking the Edit
icon or by simply double-clicking it.
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To add a new menu, click the
information:


Add button and enter the following
Name – A logical name for the menu, i.e. ‘Sales’ for a sales
department.
Active – Time definition when the current menu is active. To set
the menu as always active, select the Always option. But you can
define a time period by yourself by choosing the option Only at
the following time interval and clicking the Period Definition
Wizard
icon.
Period definition wizard
The following example shows how to create a period that starts at 6 pm
every day and lasts until 6 am the next morning. Another interval is used
for weekends. We will also include major holidays, e.g. January 1 and
December 24-26.
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On the Period Definition page, select 18:00 as the Start Time and 06:00
as the End Time. Click the Select All Days button to include all the days
of the week and the Select All Month button to include all the months of
the year. Click the Include New Period button. This sets up the first
period.
Now for weekends: select 00:00 as the Start Time and 23:59 as the End
Time. Select the check-box next to Saturday and Sunday to include the
week-end and click the Select All Month button to include all the
months of the year. Click the Include New Period button. This sets up
the second period.
To include January 1st in the period definition, select 00:00 as the Start
Time and 23:59 as the End Time. In the Day of the Month field, enter
1 and select the check-box next to January. Click the Include New
Period button. Follow the same steps to select the December 24-26
interval. When you are done, click the Finish button.
The following should be displayed in the Only at the following time
interval:
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From 18:00 Till 06:00,
on Sunday-Saturday,
of January-December
or
From 00:00 Till 23:59,
on Sunday, Saturday,
of January-December
or
From 00:00 Till 23:59,
on 1,
of January
or
From 00:00 Till 23:59,
on 24-26,
of December
Click the Save button.
Prompts
After you have saved a menu, you can define the Intro and Menu
prompts for it.


The Intro prompt (e.g. “Welcome to PortaOne, a VoIP solutions
company!”) is played when a user enters a menu for the first time.
After this, the Menu prompt will be played, listing all the available
options (e.g. “Press 1 for sales, press 2 for technical support”),
and auto attendant will collect the digits dialed by the user on his
phone touchpad.
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
If no input is received, the Timeout prompt is played as many
times as specified and the dialog reverts to the previous step (i.e.
plays the Menu prompt and collects the user’s input).
To upload a prompt, select the Browse… button. The native audio file
format for the system is the following:
Type: NeXT/Sun (Java) file .au
Format: G.711 u-Law
Attributes: 8,000 Hz, 8-bit, Mono
Type: NeXT/Sun (Java) file .au
Format: G.711 u-Law
Attributes: 8,000 Hz, 8-bit, Mono
Here’s a short list of supported audio file formats:
Type
.aiff
.au
.gsm
.mp3
.ogg
.raw
.wav
Description
AIFF files used on Apple IIc/IIgs and SGI
SUN Microsystems AU files
GSM 06.10 Lossy Speech Compression
MP3 Compressed Audio
Ogg Vorbis Compressed Audio
Raw files (no header)
Microsoft .WAV RIFF files
To record a prompt, use the following buttons:





- Record. Select to start recording your voice prompt. (You
will need to connect a microphone to your computer’s sound
card to use this feature.)
- Stop. Select this button to stop recording.
- Play. Select to play back the recorded prompt. When
selected, this icon will turn into a
- Pause button.
- Undo. This becomes available when the existing prompt has
been recorded over, allowing a rollback to the previous state.
- Blinking play. Indicates that the existing prompt is being
overwritten, but changes have not yet been saved.
Each of the icons above may appear in grayscale, meaning it cannot be
accessed because some other task is active.
To give your auto attendant a professional sound, we recommend using a
professional speaker and a digital recording studio when recording voice
prompts.
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Actions
Field
Edit
User Input
Action
Play Before
Action
Play / Record
Prompt
Description
Click this icon
to make changes in the action.
Not Active – When the current menu is not active
(see the period definition wizard above).
0-9, #, * – User selection on telephone keypad.
Timeout – No selection received from user.
Fax – Fax CNG tone detected.
See the description of available actions below, under
the table.
Provides additional information.
Check this box if the corresponding prompt is to be
played before an action is performed.
File name and path for the prompt file.
The user’s input will be matched with the corresponding menu items, and
the action associated with this item will be performed. The following
actions are possible:




Default – Plays the Default prompt from the current menu and
returns to the “Play Menu prompt” step (this is the action used
for all menu items where the initial value has not been modified).
Transfer – Transfers the call to a given telephone number or
extension. The phone number should be entered in the same
format as the customer would use to dial it from an IP phone in
his IP Centrex environment; for example, to transfer a call to
extension 123, simply enter 123.
Transfer to E.164 Number – Transfers the call to a given
number. The number should be specified in E.164 format: the
country code, followed by the area code, and then the number
(e.g. 16045551234 for Canada).
Dial extension directly – Transfers the call to an extension
number entered by the caller from his phone. The extension
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




number should start with the same digit as the “Dial extension
directly” option. To prevent abuse (e.g. someone attempting to
enter a long-distance number in this way), you can specify the
maximum allowed number of digits in an extension (Max Size).
Prompt for extension # – You will hear the prompt to enter the
extension number. You can specify the maximum allowed
number of digits in an extension (Max Size).
Transfer to Voicemail – Switches to voicemail mode. This
should be designated as an action for the “Fax” event, in order to
allow storage of received faxes.
Menu “ROOT” – Transfers the user to the selected menu.
Directory – Launches this company’s dial-by-name directory.
Disabled – Cancels the action that was previously used for the
current User Input.
You may select whether the corresponding Before Action prompt is to
be played prior to the action.
Input errors
On the Input Errors page you can record / upload the Timeout and
Unavailable Selection prompts. For detailed instructions on how to do
this, please refer to the Prompts section of this document.
You may also specify how many times the Auto-Attendant menu should
be played when there is no input. The default value is 3.
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DISA
The DISA (Direct Inward System Access) functionality allows you to
make an outgoing call as if you were using your IP phone. For example,
while on a business trip you need to make an international call. To do so,
enable DISA, then dial the voicemail access number and choose the
option for DISA, enter the password and then input the telephone
number.
Call Barring
On the Call Barring page you can prohibit outgoing calls to specific
destinations.
Note, that this page will only be active if your provider has enabled the
Call Barring service for you (otherwise it is grayed out). Depending on
your needs, you may activate / deactivate Call Barring by selecting or
clearing the check-box on the top.
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Identity
Hide CLI
This page displays your Hide CLI status and is defined by your provider.
The following options are available:
 Never – Always shows your CLI. The privacy service is not
available to you and therefore, your phone number will be
displayed to the called party.
 Always – Always hides your CLI. Privacy service is permitted and
in effect. Your number will not be displayed to the called party; it
will be shown as an empty line on the called UA (all calls are
private).
 Automatic – This allows you to flexibly configure CLI hiding.
This option will depend on the prefix number dialed and the
privacy headers provided by the UA.
Hide CLI Prefix
This is the prefix to be dialed before an outgoing number in order to
prevent the called party from seeing your phone number (Only available
when the Hide CLI option is set to “Automatic”).
Show CLI Prefix
The prefix to be dialed before an outgoing number in order to allow the
called party to see your phone number
(Only available when Hide CLI option is set to “Automatic”).
Music on Hold
Here you can define which music will be used for calls on hold. To select
music, click the Browse button, select an audio file and click Upload.
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The music will be enabled within 10 minutes. Click the treble clef
enable / disable this feature.
to
Emergency Calls
This page contains the information about your location. In case of an
emergency call, this information will be processed by the PSAP and the
police / fire department / ambulance will receive all required information
about your location.
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Products Configuration tab
This tab contains information about all available add-on products for your
account. The add-on products are organized in groups that are visible on
the left-hand side of the screen. The right-hand side of the screen
contains all of the add-ons that belong to a corresponding product group.
The add-on products that do not belong to any product groups can be
found in the default group Other.
All available (not yet assigned to you) add-on products are at the top of
the list, and already assigned products are at the bottom of it.
Field
Add
Remove
Activation
Fee
Recurring
Fee
Cancellation
Fee
Minimum
Subscription
Period
Description
Allows the inclusion of new add-on products to the
current products configuration.
Allows the exclusion of existent add-on products from
the current products configuration.
A one-time fee applied when the subscription is
activated.
Fees that are applied while a subscription is active.
If the subscription is cancelled before the end of the
minimum subscription period, a one-time fee is applied.
Time interval (in months) during which the
subscription must be active so as to avoid penalties.
© 2000-2015 PortaOne, Inc. All rights Reserved. www.portaone.com
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Billing Information tab
Billing Summary
On this page you can view your billing information arranged in four
information windows:
 Brief Billing Information
 Transactions Totals Information
 Active Subscriptions
 Product & Discounts Information
Field
Description
Brief Billing
Information
This reflects billing information such as available funds
(or balance), refunds and charges information. You can
also recharge your phone (account) using a voucher
here. To do that, click the Recharge Using Voucher
button and fill in a valid voucher number.
Note, that balance information and the Recharge
Using Voucher button are only displayed for phone
lines which have individual balance control.
This reflects your total transactions (calls, payments,
refunds, subscription charges, etc.).
Transactions
Totals
Information
© 2000-2015 PortaOne, Inc. All rights Reserved. www.portaone.com
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Active
Subscriptions
Product &
Discounts
Information
Web Interface
This shows you the subscription plans that currently
apply to you.
This displays information about your current products
(main and add-on ones) and discounts.
Products and Services
This page presents information about subscription plans that apply to the
account, subscription plans’ recurring fees and “billed till” dates for
subscriptions charged in advance.
Transactions
Transactions (calls, payments, refunds, subscription charges, etc.) serve as
the primary record of services provided to you.
This screen allows you to view and download transaction records – for
any desired time period.
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On the Transactions Filter page you can make an extensible search via:


A date and time range by clicking the icon
A certain service type
Set the from / to dates by clicking the
icon and press the Show
Records button. The result page contains a summary and tables list all
calls and accompanying charges from a specified time period. If you want
to view additional information (charged quantity and amounts due) for
the chosen the service(s), click the Show Details
Click the
.CSV format.
button.
icon to download Transaction Detail Records in the
Volume Discounts
This page displays all Active discounts assigned to a user’s account. This
clearly shows which discount the end user will receive when making a call
or consuming traffic, as well as what volume of services is still available
with a discount.
Information about Consumed / Used up and Not Yet Active volume
discounts and volume discounts’ usage history can be obtained (if
available) in the Discount History window, which is visible by pressing
the History button.
© 2000-2015 PortaOne, Inc. All rights Reserved. www.portaone.com
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Field
Service
Destination
Group
History
Discount Plan
Precedence
Combined
Discount
Web Interface
Description
A specific service (voice calls, messaging, data
transfer, etc.) that this volume discount will apply to.
Information about discounts used and remaining is
shown, grouped by Destination Group names. Each
name represents one group included in the volume
discount plan assigned to you.
Invokes a pop up window which shows extended
information about the discount plan.
The name of the volume discount plan applicable for
this customer.
This is the priority level for the currently used
discount plan that specifies the order in which certain
discounts are to be applied. Discounts with higher
priority take precedence over discounts with low
priority.
Shows the total discount value currently applied to
the customer that resulted in the discounts’
combination.
© 2000-2015 PortaOne, Inc. All rights Reserved. www.portaone.com
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Used /
Remaining
Expiration
Status
Web Interface
Shows the current value of both consumed and
remaining discount volume (in minutes or funds).
The progress bar graphically reflects how much of
the discounted service has been consumed.
Shows the time left for the discount to be reapplied
to the account.
If Never is defined, it means that this discount is for
one-time use and will not be reapplied to the account.
Discount History window
The current status of the discount plan:

Current
Discount
Expiration
Combine With
Other
Discounts
Active Discount Plans – the discount plans
that are currently in use
 Consumed – the discount plans that have
already been used up
 Not Yet Active – currently inactive discount
plans
The value of the discount currently applied to the
account.
The time left for the discount plan counters to be
reset.
Shows the way this discount plan is combined with
other discount plans applicable to a session.
Top-up Account
On this screen you can recharge your phone (account) using a voucher.
To do that, fill in a valid voucher number and click Recharge.
Mobile Payment Transfer
The Mobile Payment Transfer screen allows you to transfer funds from
your phone (account) to mobile numbers all over the world.
Please consult the How to... section for more information.
Make a Payment
This page is available only if this functionality is enabled by your provider.
On this page you can see your current balance and top it up by choosing
one of the available payment methods.
The list of currently supported payment methods is the following:
© 2000-2015 PortaOne, Inc. All rights Reserved. www.portaone.com
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



Web Interface
Credit or Debit Cards – Allows you to pay using your credit or
debit card. If you have a credit card whose payment characteristics
are recorded in the system, it will be used by default.
Bank account (eCheck) – Allows paying from your checking
bank account.
Direct Debit NL – Allows you to perform financial transaction
in which you withdraws funds from a bank account.
PayNearMe – Allows you to pay for services in cash at any 7Eleven or ACE Cash Express store across the United States. You
need to specify your email to get a PayNearMe payment slip via
email and then print it. The payment slip contains the bar code to
be scanned at a 7-Eleven or ACE Cash Express location. You pay
cash to the store clerk, who then records the transaction – the
payment information is immediately delivered to the service
provider via the PayNearMe network. PortaBilling® records the
transaction and updates your balance so you can immediately start
using the service.
To make a payment, select the desired payment method (one of the listed
above), specify the amount you wish to pay and click the Pay Now
button to proceed with the payment.
Taxes upon payment
If you use prepaid services, the taxes for such services are calculated and
added to the amount you are topping up your account by. After you
© 2000-2015 PortaOne, Inc. All rights Reserved. www.portaone.com
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confirm your payment, your balance is topped up to reflect that actual
amount.
Payment Info
This screen is available only if this functionality is enabled by your
provider. This screen allows you to set up the following parameters for
automated periodic payments.
In the Preferred Payment Method block you can choose which type of
payment method to use.
To set up automatic payment with a debit or credit card when the balance
crosses a specified threshold, select the Pay check box and specify the
threshold in the second field. When the balance crosses this threshold the
credit card will be charged for the amount specified in the Pay field.
© 2000-2015 PortaOne, Inc. All rights Reserved. www.portaone.com
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How to ...
3. How to ...
© 2000-2015 PortaOne, Inc. All rights Reserved. www.portaone.com
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Porta
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How to ...
… define a time period using the wizard?
With the period definition wizard, you can easily define the time period
for which a number (e.g. a follow-me number) will be used. If you want
the number to be permanently active, click the Always button at the
bottom of the Period Wizard page. Otherwise, define the desired period.
(Times given are based on a 24-hour clock, i.e. 8pm is the same as 20:00.)
The Period Wizard is intuitive and lets you configure multiple time
intervals from a single page in just a few mouse clicks. The following
example illustrates the process of creating a period within the MondayFriday workweek that starts at 8pm and lasts until 8am the next morning:
1. On the Period Wizard page, select 20:00 in the Start Time box and
08:00 in the End Time box. In the block containing days of the week
select Monday, Tuesday, Wednesday, Thursday, Friday. In the block
containing months click the Select All Months button. Then click the
Include New Period button and this time period will appear in the
Time Periods window on the right side of the page.
2. Click Finish to complete the period definition. If you wish to set
another definition for this period, repeat step 1.
© 2000-2015 PortaOne, Inc. All rights Reserved. www.portaone.com
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How to ...
3. Click Save to add a specified time period for the current forwarding
number.
© 2000-2015 PortaOne, Inc. All rights Reserved. www.portaone.com
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© 2000-2015 PortaOne, Inc. All rights Reserved. www.portaone.com
How to ...
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How to ...
… transfer funds to mobile numbers?
Input the desired number to the TransferTo Number field. Note that
the number must be entered using the international mobile dialing format
(+ followed by the country code and then the rest of the number). For
example, +12065551234 for a US number or +44712345678 for a mobile
number in the UK. Then click the Get Info button to see how much you
can transfer to the specified mobile number and how much you will be
charged for this.
In the Amount To Transfer list, choose the desired amount to transfer
and press the Transfer button.
© 2000-2015 PortaOne, Inc. All rights Reserved. www.portaone.com
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How to ...
NOTE: Funds may not become immediately available to the end-user
although a message appears saying that the operation was successful
immediately after clicking the Transfer button. There may be a delay of
up to 10 minutes.
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