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PortaSwitch system architecture
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Per-configuration licensing: flexibility and control
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PortaSwitch deployment in a cloud
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PortaBilling system architecture
Overview
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High availability
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PortaBilling web interface
PortaBilling with Oracle Real Application Cluster concept
Basic information
PortaBilling with Oracle Real Application Cluster vs. PortaBilling
Oracle licensing
What does the PortaBilling with Oracle Real Application Cluster license give you?
Scaling up
PortaSIP system architecture
Overview
Conceptual elements
Geographically dispersed installation
IP aliasing in PortaSIP
PortaSIP architecture
PortaSIP dispatching SBC (DSBC)
PortaSIP performance
Support of domain names in PortaSIP
Supported services
Supported SIP RFCs
Clarity on call disconnection causes
Decreased size of SIP messages
Dual Version PortaSwitch
Dual Version in a nutshell
FAQ
Is Dual Version for me
What do I need for Dual Version migration
Preparation steps
During migration
Dual Version in numbers
Overview
Migration steps and timeline
Engineer’s guide to Dual Version
FAQ
Dual Version architecture
Syncing internal elements
Syncing external apps
Seamless web UI operations for admins, customers, and other entities
Enabling applications to function within the two-system setup
Call delivery in Dual Version PortaSwitch
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RADIUS Proxy
Online web signup
Limitations in Dual Version PortaSwitch
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Add-on Mart overview
CPE provisioning via Add-on Mart
Payment processor integrations via Add-on Mart
PortaPhone Web
Legacy PortaPhone mobile application
Virtual environments
Glossary/list of abbreviations
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Billing/Invoicing
Tax calculation
Processing taxes
Tax calculation based on user location
Per-line tax calculation
Avalara
Compliance Solutions Inc.
Custom taxation
EZtax suite
GST (Malaysia)
GST (Singapore)
SureTax
Billing, invoicing, and taxes
VAT
Payment collection process
Overview
Key dates
Payment terms
Collection threshold
Automatic credit card charging
Notifications and actions if payment is past due
Automatic rescheduling service limitation/suspension for working days
Manually changing the service limitation/suspension date for a specific customer
Collection process for on-demand invoices
Invoicing
Invoicing overview
Invoice types
Invoice attributes
Invoice payment statuses
Invoice number sequence
Invoice rounding
Enabling invoicing in PortaBilling
Operations with invoices
Review of invoices
Advanced invoicing configuration
Unallocated payments
Process invoices and payments externally
Customizing invoice layout
Template concepts
Template components
Template data fields
Template groups
Template parameters
Things to remember
Layout designer
Changing text attributes
General document properties
Layout designer
Placing data elements
Working with images
External invoice templates
Advanced template customizations
Creating an external invoice template
External invoice templates
Updating an earlier uploaded template
Uploading an invoice template to PortaBilling
Variables and methods that can be used in an external invoice template
Invoice layout
Payments
Processing payments
Online payments
Mobile payment remittance
Supported online payment processors
Balance adjustment
Multi-currency support
Recurring charging
Subscriptions
Subscriptions overview
Subscription activation and charging methods
How much to charge for subscriptions
Sale modes based on business scenarios
Applying subscriptions in advance
Applying or waiving subscription charges
Billing based on measured resource consumption
Invoice pre-processing
Commitments
Statistics and reporting
Custom reports
Date and time information
PortaBilling server health monitoring
VoIP network performance statistics
xDR summary
xDR calculation and import
xDR calculation
xDR import
xDR import configuration specifics
xDR recalculation
DID provisioning and billing
Carrier management & routing
Rate upload/download
Rate download
Rate upload
Real life situation
Template engine
Upload via the rate upload wizard
Usage of the effective from field
When is importing tariff data not possible?
Vendors
Call routing
Prohibit the routing of calls with invalid CLI
Local number portability and other special cases
Connection to / interoperability with external systems
Interoperability with third-party VoIP equipment
Phone auto-provisioning
Customer Premises Equipment (CPE) provisioning and inventory
Client’s Yealink configuration for PortaSIP
SIP devices with auto-provisioning
Comfort ringtone generation
Ringback tone generation and early media relaying
Service policies
Support ticketing system
Integration with Zendesk
Charging for services provided by third-party equipment
Supported Diameter RFCs
Change-of-Authorization (CoA) and Disconnect Message (DM) packets supported by PortaBilling
Supported RADIUS RFCs
CRM/ERP
Integration with the Microsoft Active Directory
Invoice data export to SAP Business One ERP
Sending invoice-related events to Odoo CRM
Integration via API
Overview
API for data operations
API for computer-telephony integration services
Data consolidation plug-ins
Provisioning data to external systems
Online web signup
Installation, maintenance & security
Administration
Trace session
Log viewer
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Troubleshooting common problems
FAQ
Hardware and software requirements
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PortaSwitch hardware and software requirements
PortaBilling hardware and software requirements
PortaBilling with Oracle Real Application Cluster hardware and software requirements
PortaSIP hardware and software requirements
Installation
How to...
What is the recommended setup for the PortaSwitch behind a firewall?
… Install PortaSwitch using USB DVD ROM?
… Create a bootable USB flash drive from a PortaSwitch ISO file?
… Perform basic troubleshooting?
… Activate the configuration server?
Installation
Oracularius installation
Servers installation and interconnection
Maximizing DB availability using Oracle Data Guard
Deploying PortaSwitch on an Extended Distance Oracle RAC
PortaSwitch installation
Installation process
Overview
Step 1: Power-up, boot order setup
Step 2: Insert the installation medium into the computer
Step 3: Starting installation
Step 4: Installation summary page
Step 5: Installation source
Step 6: Software selection
Step 7: Installation destination
Step 8: Network & host name
Step 9: Root password
Step 10: Begin installation
Step 11: Change installation medium (applicable only for local installation from two ISO files)
Step 12: Reboot
Step 13: Hardware check
Step 14: Check if system can reboot to normal state
Step 15: Prepare the system for transportation (optional)
Step 16: Perform initial configuration of PortaSwitch (when all servers have been installed)
Network configuration
Network configuration
Operations
Password protection
PortaSwitch Configuration server web reference
Introduction
Login to the Configuration server interface
Initial configuration of PortaSwitch
Initial configuration of PortaSwitch
System management
Servers
Sites
Docker Swarm
Configurations
Environments
Users
Update
Custom
Deposit
UI plugins
Task monitor
How to …
… Add an alias to the PortaSIP cluster’s IP address
… Change configuration options
… Configure a backup procedure
… Configure a MySQL database white list
… Configure an adaptec RAID health monitoring
… Configure dispatching SBC?
… Сonfigure PortaBilling to interact with the Microsoft Active Directory
… Configure several PortaSIP clusters in PortaSwitch
… Configure site-to-site VPN tunnels for PortaSwitch
…Control billing environment deletion
… Create new billing environments
… Define new default ACLs
… Delete an active billing environment
… Display provisioning event status for ESPF on the PortaBilling web interface
… Enable additional validation of dialing rule emergency numbers
… Migrate an instance
… Migrate an IP address
... Prevent service downtime when applying a new configuration
Outgoing notification messages
Available notification messages
Notifications in PortaBilling
Send SMS notifications to customers via Add-On Mart (Twilio)
Web interface administration
Multi-language support
Role-based access control
Two-factor user authentication
Allow customers to control self-care access with individual credentials and roles
Control what custom portal functionality is visible according to user permissions
Limits management for administrative users
Custom fields
Personal data protection. GDPR compliance
White labeling
MNO / MVNE / MVNO
Overview
Integration with mobile networks
Mobile Virtual Network Operator
SIM cards
SIM card inventory
Mobile account batch generation for SIM card distribution
Twin card / data card services
Services
LTE service provisioning and billing
VoLTE
USSD services with the third-party USSD gateway
Mobile PBX solution
Roaming
Online charging for roaming services
Roaming identification in xDRs
Voice over WiFi solution for roaming users
Integrations
CAMEL
Pharos CIG
Third-party CAMEL gateway
YateUCN CAMEL gateway
EPC
Adax EPC
Huawei EPC
ZTE EPC
Overview
Aricent HSS
AudioCodes Mobile Application
BroadForward BFX Interface Gateway
Cisco ASR 5700
ECConnect Access Portal (EAP) for mobile core provisioning
IPLOOK
MTN (Ericsson) for fixed LTE service
NetNumber
NetNumber Titan HSS
Qualution
Real-time content-based charging with the third-party P-GW
Third-party HLR/HSS and PCRF
Third-party SMSC
WTL (Wireless Technology Labs)
YateHSS/HLR and YateUCN
FAQs
IoT/M2M
Integration with Cisco Jasper
Other telco services (FTTH, IPTV, etc.)
Internet provisioning
Fiber to the home service provisioning via Calix ONT
Integration with Alcatel-Lucent Service Router
Integration with Bridgewater Service Controller
Integration with Cisco PDSN
Integration with Cisco SCE (Service Control Engine)
Integration with Huawei BRAS CX600 Router
Integration with the Juniper MX960 Router
Integration with the netElastic virtual Broadband Network Gateway
Satellite data provisioning over Newtec Dialog platform
Traffic management via Sandvine SPB
IPTV provisioning
IPTV
Integration with Minerva IPTV platform
Integration with Telebreeze IPTV platform
Integration with the MatrixStream IPTV platform
Messaging services
Instant messaging and SMS combination
Message processing conditions
SMS message processing
Internet service
Broadband Internet access service
Captive portal for WiFi hotspots
Internet service provisioning for ADSL users via Cisco 7000/7200 series routers
WiMAX services
Product catalog / rating configuration
Customers, accounts & channel partners
Selling through partners
Resellers
Distributors
Representatives
Customer billing periods
Overview
Retail customers
Account and account types
Customer and account statuses
Customer business models and account roles
Product catalog
Service types and services
Service provisioning
Products
Add-on products
Nodes
Relationship between main PortaBilling entities
Rating & charging
Billing configuration
Destinations, rates, and tariffs
Override tariff
Volume discount plans
Billing for time-based services
Billing for quantity-based services
Billing diagrams
Advanced charging features
Favorite number billing
Flexible definition of the party to charge
OLI-based billing
Origin-based pricing for European destinations
Overdraft protection
US inter/intra-state billing
Using different protocols (SIP and H323)
Voice service configuration on PortaSIP (cloud PBX, SIP trunking, etc.)
Cloud PBX (Hosted PBX) / Cloud Call Center solution
Cloud PBX concepts
Cloud Call Center solution overview
Additional authorization for toll calls
Auto attendant
Automated call wrap-up scheduling
Call barring
Call forking
Call forwarding
Call identification in Mobile PBX
Call parking
Call queues
Call recording
Call screening
Call supervision
Call transfer
Custom ringback tone
Voicemail
Instant messaging
Multiple pickup groups
Paging/Intercom calls
Hunt groups
PBX feature management
PBX feature summary
“Phone book” for each phone line
Shared line appearance
Stop/resume receiving hunt group calls
PortaSIP: SBC
PortaSIP: SBC
NAT traversal guidelines
NAT keepalive
Support of end points on IPv6 networks
Traffic density control
Interactive Connectivity Establishment (ICE) support
Secure calling
PortaSIP and emergency services (E911)
Route emergency calls passing user location data from MS Teams and other endpoints that support PIDF-LO
Legal call intercept
Support of STIR/SHAKEN standards
Service policies
Service policy configuration for ringback tone generation and early media relaying
PortaSIP as the IMS Telephony Application Server
SIP Trunking
Overview
Call delivery to a PBX with dynamic IP address
Delivering calls to customers with redirect servers
Simultaneous call limit for off-PBX calls
Authorization, charging and billing entities
Bandwidth-based simultaneous call limit
Cloud PBX call rating
Call authorization rules
Enabling product self-activation by a customer
Keepalive call monitoring
Limiting per-account simultaneous calls on a product
Special access codes
Special destinations
User authentication
Voice on-net rating
Fraud protection tools
Tools for prevention of VoIP fraud
Protection from DoS attacks
Toll fraud prevention
Fraud traffic profiles
Binding a user session to an IP address
Legacy services
Callback
Prepaid card application
Registration for PINless dialing service via SMS
Media server/IVR
Built-in IVR applications
Self-care IVR applications
Prepaid calling IVR applications
Hosted PBX IVR applications
Brand prompts
Transcoding and transrating
Supported DTMF methods
Supported languages for voice prompts
Currencies used in voice prompts depending on the preferred language
IVR flow diagrams
Managing IVR applications via Web GUI
Conferencing
Presence/BLF
Busy Lamp Field (BLF)
SIP devices with supported BLF
Presence
Voice calls processing
Voice calls processing
Call control via IVR
Call flow between multiple PortaSIP clusters
Call process/supported services
Calls from vendor via SIP
Number translation
Understanding SIP call routing
Video calls via SIP
Troubleshooting
Tracing unwelcome calls
Call quality monitoring
PortaSIP error codes
Service announcements via the media server
Active call monitoring
Advanced features
Integration with Mida Queue Manager
SIP identity
Support for privacy flags
SIP TAPI
Special prompt for calls to ported number
Caller ID (CNAM) lookup
“Diversion” removal on multiple call forwarding
API for computer-telephony integration services
Call control from external apps in site-redundant PortaSwitch
Auto-provisioning IP phones
Successful SIP phone activation greeting
Bandwidth-aware limitation on concurrent calls permitted
Fax transmission-supported codecs
2nd number service
mr110
Admin manuals
Voice service configuration on PortaSIP (cloud PBX, SIP trunking, etc.)
Media server/IVR
IVR flow diagrams
IVR flow diagrams
Link copied to clipboard
October 25, 2023
Go to MR117 (last)
An archive with IVR flow diagrams can be downloaded from
www.portaone.com
:
IVR flow diagrams.zip
See Also
Self-care IVR applications
Prepaid calling IVR applications
Hosted PBX IVR applications
Self-care IVR applications
Prepaid calling IVR applications
Hosted PBX IVR applications
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