Service policies

This panel displays the list of service policies that match your search query.

Specify one or more search criteria and click Search. If you want to stop the search, press “Esc” on the keyboard.

Click Default filters to reset the search criteria to their initial values. To refresh the search results, click Search.

PortaBilling automatically loads the list of records once you open the Service policy page. You can turn off data autoload if you don’t want all records to load each time you open the page. To disable data autoload, click Page search settings and clear the Automatically start searching upon opening the page checkbox. The list of records won’t load until you click Search.

If the search result contains a single record, the system can open it automatically. For this, select the If the manual search produces a single result, automatically open it checkbox.

Filter service policies by their name. Type the service policy name fully or partially.

Filter service policies by the service type. Select one of the following service types in the dropdown list: Voice calls, Messaging service, or Internet access.

By default, this panel displays the policies for the Voice calls service type. To set Messaging service or Internet access as the default service type, select it in the dropdown list and apply filters. The service type is automatically saved as default and the Add service policy panel inherits the same default service type.

Filter the Voice calls service policies that match dynamically by the SIP end-point pattern. In a service policy, this field specifies the pattern of a user agent (UA) name, for example, “Linksys/SPA941-5.1.8” or “Cisco%,Sipura%,Grandstream%”. Type the pattern fully or partially here.

Filter service policies for Internet access by the entity they are managed by:

• Select Any to search for all available service policies.
• Select Administrator only to search for service policies managed by administrators.
• Select a Reseller name to search for service policies managed by a specific reseller.

Filter the Messaging service policies that match dynamically by the recipient domain pattern. In a service policy, this field specifies the pattern of a recipient’s domain name or CLD, for example, %@sms% or 380%. Type the pattern fully or partially here.

Each entry of the service policies page consists of:

The name for a service policy, which is also a link that redirects you to the service policy page.

This column shows the available actions you can perform with a specific service policy.

• Click Edit to view and edit the policy details.
• Click Delete  to delete a policy. This option is only available for service policies that are not in use.

Service type for which this policy is used (Voice calls, Messaging service, or Internet access).

This field is available for the Voice calls service policies and specifies a pattern for a user agent (UA) type. If this field is filled, PortaSIP uses its value to dynamically match against every new call from/to internal accounts. If the specified pattern matches the caller/callee UA type, the policy attributes apply to this call. This field can contain either a full UA name (e.g., Linksys/SPA941-5.1.8) or a list of patterns separated by a comma (e.g., Cisco%,Sipura%,Grandstream%).

This field is available for the Messaging service policies and specifies the recipient’s domain name or CLD. If this field is filled, PortaSIP uses its value to dynamically match against every new message from/to internal accounts. If the specified pattern matches the recipient domain, the policy attributes (e.g., transport protocol, routing and billing parameters) are used for processing and delivery of messages (both SMS and instant messages).

This is only used for policies that match dynamically (Voice service policies must have the UserAgent pattern field filled and Messaging service policies must have the Recipient domain pattern field filled). So, if more than one service policy matches, then the one with the highest priority is used.

This field is available for the Internet access service policies and shows whether the service policy is managed by the administrator or a specific reseller.

This is a short description of the service policy.

To edit a service policy, click its name in the list.

To delete service policies, select the corresponding checkboxes and click Delete on the toolbar. Note that you can’t delete service policies already assigned to an account, product, etc.

To customize the search result list, click Settings . Adjust which columns to display, the row style, or reset the settings to the default ones.

• Re-order the columns – drag-and-drop the column headers right or left to place the columns in the order you want.
• Re-order the rows – click Arrow (or ) next to the column header to re-sort the rows. For example, this panel displays the records in chronological order, starting from the newest one. You can re-sort them in reverse order.
• Change the default number of results globally – use the Rows per page dropdown list in the lower-right corner to adjust the maximum number of rows displayed on the page.