Service Configuration

 

You have the option of expressly specifying the value of a given parameter or using the “Customer default” option. In the latter case, this parameter is assumed to be the value defined in the customer’s configuration (the global value for this IP Centrex).

 

NOTE: The content of this tab is available only if the corresponding services were configured in the product assigned to this account.

 
Voice Calls
Field Description

Legal Intercept

Intercept all incoming and outgoing calls of this specific account for law enforcement purposes.

Associated Number

 

Number

Specifies the number to be sent back to the IVR in an authorization confirmation. For example, this might be a redirect to a technical support number in an IVR application. Another example might be a quick-dial number for prepaid accounts. (In this case, the redirect number may be maintained via web self-provisioning.)

Call Recording

 

Call Recording

Enables the recording of calls made or received by this specific account. The user can start and stop recording a specific phone conversation after it has already started by using various phone controls.

Auto Record Outgoing Calls

Automatically record outgoing calls made by this specific account.

 

Note that calls made to the voice mailbox to retrieve messages will not be auto-recorded.

Auto Record Incoming Calls

Automatically record calls received by this specific account.

Auto Record Redirected Calls

Automatically record calls redirected by this specific account.

Note that: 

  • Redirected (transferred or forwarded) calls are only recorded if the xDR for this call is created for the redirecting party.

  • Calls diverted to voicemail will not be auto-recorded.

Limit Simultaneous Calls

This shows the Limit Simultaneous Calls settings as applied to the account either via Customer or Site. The information is available in read-only mode.

Fair Usage Policy

This shows the Fair Usage Policy settings as applied to the account via product. The field works in read-only mode.

RTP Proxy

 

RTP Proxy

This specifies the RTP proxy policy for this account. For a description of possible values, refer to the Calls to / from Vendor connections with Voice Calls service type section.

  • Use Default – This uses Optimal RTP proxy.

  • As defined by the Customer – This assumes the value defined in the customer’s settings.

NOTE: An account’s RTP proxy setting affects only RTP streams passing through this account. For example, if the Default Answering Mode option is set to Forward Only, the RTP proxy setting defined for this account will not impact calls forwarded via this account.

CLI Trust

 

Accept Caller Identity

This option indicates acceptance.

  • Favor forwarder – Use the redirector provided ID for caller identification.

  • Caller only – Use the caller provided ID for caller identification.

  • None – Do not accept caller provided ID for caller identification.

Supply Caller Identity

This option indicates acceptance.

  • Yes – Accept the remote network and maintain caller ID on outgoing headers (even for private calls).

  • No – Do not accept the remote network and strip any private caller’s ID.

Service Policy

 

Service Policy

This specifies a predefined set of options for this account. The Default option means that no service policy is currently assigned.

Music on Hold

Defines the music on hold to be used with the account.

Music on Hold

  • Select Enabled to activate this feature for the customer.

  • Select Disabled to make this feature unavailable to the customer.

NOTE: If you disable this feature here while it is enabled via a product and the End users check box is selected for Feature can be edited by there, the end users can enable / disable the music on hold but cannot change its settings (e.g. password, greeting prompts, etc.) via the account self-care interface.

File

Defines the music on hold to be used with the account.

  • Select the music from the list.

  • Select Upload New Music to upload your own music. The Upload New Music dialog box appears.

 

In the Upload New Music dialog box, select a file on your local file system using the Browse button. To rename the music, enter the desired name in the Music Name field; otherwise the local file name will be used. Then click Upload.

 

The uploaded music will replace the previous entry in the list, and is usually enabled within 10 minutes. It also appears in the list of available MOH files and you can assign it to another account.  Files uploaded by an account owner via the self-care can be used only by them.

 

For a list of supported audio file formats, see the Audio File Formats Supported by Music on Hold Feature page.

 

Incoming Calls
Field Description

Endpoint Redirection

This allows the end user to configure call redirection on their SIP phones (if this feature is supported by the SIP phone).

Caller ID (CNAM) Lookup

This option shows the actual name of the caller retrieved from the database of the CNAM provider for incoming calls.

 

For PortaSIP® to send CNAM requests, configure the CNAM lookup service on the Configuration server.

Call Waiting

This activates the Call Waiting functionality.

Auto Attandant

Enables the auto attandant functionality for this account. Incoming calls will always go only to the auto attandant despite Unified Messaging functionality also being enabled.

Ext-to-Ext Call Distinctive Ring

For incoming calls from phones within the IP Centrex environment, use a ring pattern different from the default one.

Present Caller Info

Display caller info on incoming calls.

Call Screening

Enables call screening / conditional call forwarding features.

Unified Messaging

 

Unified Messaging

Allows the account user to access the unified messaging system. See the PortaSIP Media Applications Guide for more details.

 

Please note that if an account has Unified Messaging activated, there will be an additional link next to it on the administrator interface: Voicemail Inbox. By clicking on this you will automatically go to the account’s UM administration pages. This is extremely useful for helpdesk people, since they can quickly check the configuration of an account’s auto attandant, call queues, and the like.

 

Also note that it may take a few minutes before an account is fully provisioned in PortaSIP® Media Server. Thus if you click on the link immediately after activating Unified Messaging, it most likely will not work yet.

Mailbox Limit, MB

Allows you to define / change mailbox limit.

Fax-only mode

Allows you to configure a phone line as a dedicated fax machine.

  • When the Fax-only mode is set to Yes (e.g. for an account 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 Fax-only mode is set to No, the voicemail mode is enabled for the phone line and allows a caller to leave a voice message which can be listened to later.

Default Answering Mode

 

Default Answering Mode

Specifies the method of processing incoming calls to this account if call screening has been disabled, or if none of the call screening rules apply.

Timeout, sec

How long the IP phone will ring before a call goes to follow-me numbers (if any) or voicemail.

Sip Contact

 

Sip Contact

Enable this feature to define the way a SIP device will perform SIP registration to PortaSwitch®.

Deliver Incoming Calls To

Define whether the IP PBX address for delivering incoming calls is taken from the IP PBX registration account or specified directly in the Static Address field.&

Account

This shows the customer’s IP PBX registration account.

This option is usually selected if a customer’s IP PBX is located at a dynamic IP address and can register only the main phone line (provisioned as the registration account in PortaBilling®) on the PortaSIP® server.

Static Address

Enable this feature if the customer’s IP PBX can’t perform SIP registration to PortaSwitch®.

Use Original CLD

Specify the destination number that calls will be routed to. If left blank, the number originally dialed will be used as the destination number.

Host

This contains the destination host the calls will be routed to. A customer’s IP PBX can be identified with one of the following options:

  • A valid IP address (four numbers separated by points, e.g. 12.34.56.78).

  • A valid domain name (e.g. pbx.example.com).

A valid domain name with configured DNS SVR records. In this case, PortaSIP® will round-robin through them.

Transport

Select the transport protocol (either TCP or UDP) that is used to deliver incoming calls.

Call Forwarding

 

Call Forwarding

Assigns a call forwarding mode to this account:

  • No Forwarding – Disables call forwarding entirely.

  • Follow-Me – Enables standard follow-me forwarding.

  • Advanced Forwarding – Activates advanced call forwarding mode.

  • Forward to SIP URI – End users can enter a forwarding destination as a CLD@IP or CLD@domain. PortaSIP® will round-robin through DNS SRV records if they are configured for the specified domain.

  • Simple Forwarding – A simplified type of forwarding where you specify a single phone number to which calls will be sent.

Maximum Forwards

Type the number of concurrently active forwarding destinations allowed.

 

Please note that you do not have to limit the total number of phone numbers entered, but rather the number of phone numbers active at any given moment of time.

 

For instance, a user may have a list of 20 numbers, each active in its own time period, some temporarily turned off, and so on. When call forwarding is done, PortaBilling® will compute a list of numbers which may be used at that moment, and choose only the first N in the list, where N is the number specified in Maximum Forwards.

 

This option is active only when call forwarding is enabled.

Forward by DTMF

This option is active only when one of the several call forwarding modes is selected. It allows a user to use DTMF tones to transfer calls forwarded to the user’s mobile phone from the user’s IP Centrex extension, and to stay on the line until the other party picks up.

 

Thus, if a user receives a call to his mobile phone and needs to transfer it to his colleague at Extension 1002, he dials *661002#, and when his colleague confirms that she is free to take the call, he hangs up.

Ringback Tone

 

Ringback Tone

  • Select Enabled to turn on this feature for the account.

  • Select Disabled to make this feature unavailable to the account.

File

Choose which ringback tone to play to a caller:

  • Select an available ringback tone from the list.

  • Select Upload New Music to upload a new file.

 

 

Outgoing Calls
Field Description

E911

Activate emergency services for this account.

Emergency location

The country where this account owner resides.

This option appears only after the Emergency_VoiceRouting_Enabled option is enabled on the Configuration server.

Emergency unit

This is the key that identifies the user location. PortaBilling® detects the local PSAP number by using this key and then instructs PortaSIP® to send an emergency call to that number.

 

This option appears only after the Emergency_VoiceRouting_Enabled option is enabled on the Configuration server.

Individual Routing Plan

 

Individual Routing Plan

This feature permits selection of the routing plan to be used for outgoing calls when the end user dials a number. A specific selection code does not need to be dialed first.

  • Select Enabled to activate the Individual Routing Plan feature for the account.

  • Select Disabled to prohibit assigning the individual routing plan for this account.

Individual Routing Plan

Select the required routing plan from the list.

 

Note that resellers can assign an individual routing plan to an account under the following conditions:

  • If a reseller has been assigned an individual routing plan by the service provider, this same routing plan can be defined as the individual routing plan for an account.

  • If the service provider has defined a routing list for the reseller’s product, any routing plan from this list can be assigned as the individual routing plan for an account. The routing list is configured using the Assign Tariff per Routing Plan option (for details, see the section entitled Assign Tariff per Routing Plan).

Phone Book

 

Phone Book

Activates the Phone Book feature. This allows an account user to maintain its own set of frequently dialed numbers, assign speed dial codes to them and define a list of favorite numbers.

Speed Dial Code

This enables the use of a speed dial code to call favorite numbers.

Maximum Speed Dial Length

The maximum allowed length (1–9) of speed dial codes.

Maximum Favorite Numbers

You may allow an account user to define a list of favorite numbers. This field specifies the maximum amount of numbers that the account can mark as favorites.

Enable end users to change favorite numbers

This allows end users to make changes in their list of favorite numbers.

 

When set to Yes, end users can edit / delete phone numbers marked as favorites after the predefined number of days since being added or marked as favorites has passed.

 

When set to No, end users cannot make any changes in their list of favorite numbers (default value).

The number of days a newly added favorite number cannot be changed

This defines the number of days after which end users can make changes in their list of favorite numbers.

 

This option is active only when Enable end users to change favorite numbers is set to Yes.

Favorite Numbers Allowed Patterns

This is a comma-separated list of patterns for numbers which an account user can mark as favorites. For example, to allow an account user to mark Moscow, Russia destinations as favorites, input “7495, 7499” here.

 

This field can contain the following special symbols:

  • ‘%’ – wildcard for any number of symbols, and

  • ‘_’ – equivalent wildcard for one symbol.

If this field is empty, then any number can be marked as a favorite.

Hide CLI

 

Hide CLI

This allows end user to remove / show CLI (ANI) information for outgoing calls by dialing special feature access code before dialing the phone number.

  • Select Enabled to activate the Hide CLI feature for the account.

  • Select Disabled to prohibit the account from using the Hide CLI feature.

Hide CLI by Default

  • No – Show caller ID by default.

  • Yes – Hide caller ID by default.

Note that when making a call, you can dial the special feature access code before dialing the phone number to override the default setting. 

 

For more information, please see the Feature Access Codes table on the Dialing Rules Wizard page.

Override Identity

 

Override Identity

This allows you to set the following options for overriding identity information:

  • As defined by the Customer – This assumes the values defined in the customer’s configuration.

  • Never – The caller’s identity information supplied by the remote party will neither be screened nor overridden. This implies that the remote party is trusted and takes full responsibility for the supplied display number and display name.

  • If Different from Account ID and Aliases – The identity will be overridden if it differs from the ID of the account that is authorized for the call and any of the aliases assigned to this account.

  • If Different from All Customer Accounts – The identity will be overridden if it doesn’t match an account ID (or account alias) of any account belonging to this customer.

  • If Different from All Accounts in the Specified Batch – This is a more restrictive option than the one above; it overrides the identity if the account placing the call and the account matching the supplied identity do not belong under the same batch. This allows you to create “groups” under the same customer (within the same IP Centrex environment).

  • Always – The identity value supplied by the remote party will always be overridden. This allows you to manually specify the display number and / or the display name for an account.

Batch

This allows you to specify the batch (this field is only available when If Different From All Accounts In The Specified Batch has been selected).

Identity

Specify a default value that will replace the account identity (or display number) when the identity used for the call in the RPID / PAI headers (or From header) is invalid. If not specified, the account ID will be used instead.

Override Display Number

This allows you to control the “Caller number” value that will be placed in the From: header and typically displayed on the called party’s phone display. The possible values are:

  • Never – The display number supplied by the remote party is not restricted and therefore will not be modified. This allows the remote IP phone or IP PBX to supply any CLI / ANI number.

  • If Ruled Out by the Identity Constraint – The validity of a display number supplied by a remote party is verified according to a rule set for identity. For example, when the If Different From Account ID And Aliases option is selected in the Override Identity list, and the display number supplied by the remote party doesn’t match the ID of the account that is authorized for the call or any of the aliases assigned to this account, the display number will be overridden.

  • If Different from the Used Identity – The display number supplied by the remote party (in the From: header) will be overridden if it is different from the used (already checked and / or overridden according to the Override Identity constraint) caller identity.

  • Always – The display number supplied by the remote party will always be overridden. This allows you to manually specify the display number for an account.

Display Number

Specify a value that will override and replace the account’s original display number. If no value is specified, it defaults to the account’s Identity.

Override Display Name

Replace the original account number with the desired name.

Display Name

This allows you to specify the desired name for the account.

Call via IVR

 

Call via IVR

Allows outgoing calls to be processed in an assigned IVR-capable voice application. For example, the Pass-through IVR application plays a “time left” warning when there are a specific number of seconds left – before the call is disconnected – or it can announce the maximum allowed call duration to the destination and then connect the call. Note that the Pass-through IVR application is launched for all non-free calls to external numbers.

 

The most common option is Product’s default. In rare cases, you may need to define special call processing for an account in order to override the product’s parameters. In such cases, select Enabled to activate the feature, or Disabled if you do not want to activate it for this account.

Voice Application

If a call via the IVR feature is enabled, select a voice application for processing the calls. Typically this is a special pass-through IVR application for voiceover announcements during the call, but any standard IVR application can be selected to intercept the outgoing call.

Call Barring

 

Call Barring

Activates the Call Barring feature. Select one of the available options:

  • Use customer’s call barring rules – Apply call barring configured for the customer for this account. This is the default option.

  • Disabled – Disable call barring for the account.

  • Enabled – Override call barring configuration for the account. Select this option to define new call barring rules.

Call barring rules

This field is only available when Enabled is selected for Call Barring.

 

Specify call barring rules for the account. Click the Wizard icon to select the desired call barring class(es) on the Call Barring Rules dialog box.

 

Note that a previously configured call barring class with the Barred by Default option set to Yes will be added automatically once you save the changes. If you need to override this class, use the Call Barring Rules Wizard to either add or remove the desired rule(s) after all your changes have been saved.

CPS Limitation

 

CPS Limitation

This allows you to enforce the calls per second (CPS) limitation. The CPS limitation defines how many dialing attempts can be made by this account each second.

 

Allowed rate

Set the limit of dialing attempts per second for this account. If the limit is exceeded, new dialing attempts are rejected. The allowed values are from 1 to 1000.

Preferred IVR Language

 

Preferred IVR Language

This feature enables or disables the selection of languages from the Language list.

Language

Allows user to choose the preferred language for interacting with an IVR application.

 

Fraud Detection
Field Description

Geo-IP Fraud Detection

 

Geo-IP Fraud Detection

This shows the Geo-IP Fraud Detection settings as applied to the account via Product. The field works in read-only mode.

IVR Authentication

In this section, you can define whether the screening IVR must ask the end user for a service unblock code.

 

When an outgoing call is considered a potential security breach, the system launches the screening IVR which asks the end user to enter a random 3-digit code that the end user will hear. This ensures that a live person, not a hacker’s auto-dialer, is making the call. The end user has 3 attempts to enter the correct code.

 

If the end user passes the ‘human check,’ for additional security the screening IVR can also ask them to enter a special service unblock code (see the Service Unblock Code option) to confirm that the call comes from a legitimate user.

 

The end user may make one attempt to enter the correct service unblock code. If entered correctly, the system automatically connects the end user to the number originally dialed (there is no need to re-enter the number).

 

For more information about the screening IVR and the conditions for a call to be considered a potential security breach, please refer to the Tools for Prevention of VoIP Fraud section in the PortaSIP Administrator Guide.

IVR Authentication

  • Enabled – Select this option if you want the screening IVR to ask an end user for a service unblock code.

  • Disabled – Select this option if you do not want the screening IVR to ask an end user for a service unblock code. This is a default value.

NOTE: To make this option enabled by default for each new account added to the system, on the Configuration server web interface go to the Admin node à the Global environment à the WebCustom group and then type [AddAccount]VoiceAuthEnabled=1 into the Option field.

Service Unblock Code

This option is available only when IVR Authentication is set to Enabled.

 

This is the code that the screening IVR asks the end user to enter to confirm that the call comes from a legitimate user.

 

This code is usually provided to the end user when they sign up for the service.

Location Information

In this section you can set the country that the end user is currently in or usually resides in (and thus this country will be treated as ‘safe’ when the system checks for fraudulent activity) and whether the end user is allowed to make calls from abroad.

Location Information

  • Enabled – Select this option to provide information about the end user’s current ‘default’ country and whether they are permitted to make calls from abroad.

  • Disabled – Select this option if such information must not be provided. In this case, fraud detection, if enabled, is based solely on the geo / risk profile settings.

Allowed Mobility

This option is available only when Location Information is set to Enabled.

 

Specify whether the end user is permitted to make calls from abroad.

  • Stationary User (Permanent Location) – Select this option for residential users who may only make calls from a single country. These end users are not authorized to make calls from countries other than their default one, and outgoing calls made from other countries will be screened.

  • Roaming User (Changeable Location)  Select this option for users who frequently travel to different countries.

In this case, the call will be screened if it does not meet one of the following conditions:

  • The call is made from the end user’s default country.

  • The call is made from countries in the No Restrictions section in the geo / risk profile specified in the end user’s product.

The call is made from countries in the Suspicious section of the geo / risk profile, but the number of calls does not exceed the value permitted (also specified in the geo / risk profile). 

Current Location

This option is available only when Location Information is set to Enabled.

 

Select the country from the list.

 

This is the user’s ‘default’ country, i.e. the country where the end user permanently resides.

 

Calls made from this country will be treated as safe and legitimate even if this country is on the High-Risk list of the geo / fraud profile.

Calls made from other countries by stationary end users (Allowed Mobility is set to Stationary User (Permanent Location)) will be screened.

 

For example, the geo / risk profile assigned to an end user lists Myanmar as a high-risk country. But when an end user moves to Myanmar for a half- year business project, Myanmar can be assigned as the end user’s current location. Thus, the end user will be permitted to freely make calls from this new location, and you won’t need to create a separate geo / risk profile for them. 

 

Note that if you leave this option blank, the system automatically tries to obtain its value upon first use of the account after its creation. This is done according to the following logic:

  • If a geo / risk profile is defined in an end user’s product and the end user makes a call from a nonrestricted country, the system will use this country as the end user’s current ‘default’ country.

  • If a geo / risk profile is not defined, the system has no source for verifying which country is considered ‘safe’ and thus treats all countries as ‘suspicious.’ Since the current location can only be automatically assigned when a country is considered ‘safe,’ the system will not be able to assign it. Therefore, all outgoing calls made by the end user will be screened.

NOTE: To permit auto detection of the account’s location, on the Configuration server web interface go to the Admin node -> the Global environment -> the VoiceFraudProtection group and enable the Assign_Primary_Location option.

Additional Info

This option works if the user’s Current Location is set to France and contains the user’s location information that will be conveyed by PortaSIP® within the “P-Access-Network-Info” SIP header to comply with EU regulations.

 

The value for this option must be defined in the GSTNR1R2C1C1C3C4C5XX format, where:

  • GSTN is the network indication,
  • R1R2 is the individual carrier code,
  • C1C1C3C4C5 is the city code of the call’s origin, and
  • XX are auxiliary digits (00 by default).

 

Dialing Rules
Field Description

Dialing Rules

 

Dialing Rules

The following options are available:

  • Disabled – This deactivates the dialing rules for this account.

  • Enabled – This activates the dialing rules for this account.

  • Custom – This allows a user to create and use their own set of dialing rules.

Dialing Format

  • Click the Wizard icon to review the selected dialing rule.

  • Select Custom Dialing Rule if you want to create personalized dialing settings for a customer. Then click the Wizard icon to open the Dialing Rule Wizard.

 

Translate CLI on outgoing calls

Allows outgoing calls to be translated based on the selected dialing format. Note that number translation rules do not apply to forwarded calls.

Translate CLI on incoming calls

Allows incoming calls to be translated based on the selected dialing format. Note that number translation rules do not apply to forwarded calls.

 

Messaging Service
Field Description

SMS / MMS Routing Data

Optimization of SMS / MMS routing requires that service providers use centralized routing databases. These databases contain information about which network the number belongs to and take number portability data and other specifics into account.

SMS / MMS Routing Data

The following options are available:

  • Disabled – This deactivates updating the centralized routing SMS / MMS database for this account.

  • Enabled – This activates updating the centralized routing SMS / MMS database for this account.

Update NetNumber database

  • Yes – Select this option to update the NetNuber database when this account is added, deleted or its ID is changed.

  • No – Select this option if you don't want to update the NetNumber database for this account.

 
Internet Access
Field Description

Access Policy

 

Internet Access Policy

The most common option is Product default. In rare cases, you may need to set a special policy for an account that will override the product’s parameters. In such cases:

  • Select the appropriate internet access policy from the list.

  • Select None if you do not want to limit the bandwidth for this account.

Static IP

 

Static IP Enabled

Select Yes if you want to assign a static IP to this account (the default setting is No).

Static IP

If you have selected Yes for Static IP Enabled, type in an IP.

Static IP Netmask

Type in a netmask, or leave the default value: 255.255.255.255

Routed Networks

Type in the route for your IPv4 network in the CIDR notation format – X.X.X.X/Y Z.Z.Z.Z where:

  • X.X.X.X is the IPv4 address that defines the network prefix;

  • Y is the decimal length of the network prefix mask;

  • Z.Z.Z.Z is the gateway IP address; it must belong to the network range.

An example of Routed Networks can be this record: 203.0.113.0/24 203.0.113.1

 

NOTE: Any incorrect adjustment of this parameter may affect the entire ISP network so please be sure that your settings are correct.

CNTXID

(only for the LTE service provided via Huawei gateway)

This field defines what service the static IP address refers to. The field requires the Context ID value configured on the Huawei gateway. Note that the default value is 1.

Session Limit

 

Session Limit Enabled

Allows you to define a specific number of concurrent sessions initiated by the account.

Max Simultaneous Sessions

Specify the maximum allowed number of concurrent sessions from one account (Only available when the Session Limit Enabled check box is selected).

 

Conferencing
Field Description

Conferencing

 

Conferencing

Allows the account user to use voice-conferencing services.

Number of

Simultaneous

Participants

Specify the maximum number of concurrent connections allowed for the conference..

 

Wi-Fi
Field Description

Limit Bandwidth

 

Limit Bandwidth

The most common option is Product default. In rare cases, you may need to define special bandwidth values for an account that would override the product’s parameters.

  • Select Yes if you want to limit the bandwidth for this account.

  • Select No if you do not want to limit the bandwidth for this account.

Max Upload Rate

Specify the maximum upload rate for this account.

Max Download Rate

Specify the maximum download rate for this account.

 

IPTV

NOTE: The content of this section is available only if an IPTV platform is set up on the Configuration server. For information on how to set up an IPTV platform on the Configuration Server, please refer to the IPTV Services handbook from the Unified PortaSwitch Handbook Collection.

Field Description

Channel Package

This feature defines a set of broadcast channels that are available to this account.

Activation PIN

Specifies a numeric code to be entered from end user’s STB (Set-Top Box) remote controller to activate IPTV services (for MatixStream IPTV provider).