GlobaLink TECH Support

Globalink PortaBilling VoIP Switch is a very robust voip platform and can provide you flexibility in how your server is configured.

We require that you follow the checklist below so that we can provision your server quickly.

Please note that not all these features may be available in your plan.
Please read plan details at Managed VoIP Switch

• Product Name and Selling Price
  Each Product in Porta can be tagged to a monthly subscription fee, online sign-up, rate file or tariff, volume discount plan (or free minutes used for “unlimited plans”).
  You need to advise us if the incoming minutes are free, how much you wish to charge your customers for destinations they are calling.
  All destinations are dialed by country code and number (e.164 compliant). There is no need to dial any access code.
  If you wish to have access codes, you can implement your own dialing plan by customer using the wizard in your reseller login.
  If you plan to restrict phone prefix or destinations that they can dial, we need to remove those destinations from the product tariff.
• Setting up your own Rate file or Tariff in your own currency
  You can download our wholesale tariff  found under your reseller login under tariff  (top left of menu bar “wholesale tariff”) or from our website and update with your selling price and billing intervals.
  Please click here to see our knowledgebase article on loading tariffs.
  If you are not able to do this initially,  please update the spreadsheet with your sell rates and email us the file  (please ask support via ticket for the correct email address) and we will load it for you. You can also edit your tariff by going to tariff, rates and simply adding or editing the destination of your choice.
• Creating Customer and Device Accounts for Users
  Click on sub customer and click on add on top left.
  Please refer to help in every screen on top right of the page.
  Once you save, you can click on accounts on top menu bar and add your device accounts.
  You can create sub customers (billing) for managing your billing and allow access to our voip server via the private label voip web login.
  In Porta, each device account  is administered by the sub customer account for billing purposes.A sub customer account can have many device accounts. Callback, calling card, did, pbx extensions, WebRTC, Call Recording, Conferencing, Mobile Apps, Fax Services, on-net or virtual number, call shop, ATA device login etc are all simply “accounts” in Porta Billing.
  Please do not confuse device accounts with customer accounts.
  Customer Login  is used for billing and managing User or Device accounts.
  As such you can give access for customer  (http://customer.yourdomain.com ) or account (device – http://account.yourdomain.com) level.Clients can login and make payments, view call history and manage all device accounts by logging using the customer account.
  You can change your device voip password used for device registration.
  Manage  your voice mail, auto attendant and many other settings.
• Online Sign-UP Form and API
  Please check with support as per your requirements.
  Once the products are setup and the did inventory is uploaded, we can provided the api link. You will need an approved merchant account to use Porta services.
• Merchant Account Setup
  Please click on knowledgebase on our support site and enter word “merchant setup” as it gives step by step instructions on setting up your merchant processor.
  
• Post Paid Versus Prepaid Billing
  You can have porta  send out invoices for post paid services.
  Most resellers use the prepaid service and simply let their customers login and make payments as needed.
  You can enable periodic billing so that customers can automatically charge their card as needed (balance driven) or at a set date (date driven).
• DID InventoryOnce the dids are uploaded, you can manage and provision them from your Porta Billing DID Inventory.
  DIDs must be ordered via our online api within the Globalink Reseller Control Panel.
• Invoice Template Setup
  We will need to setup your template with your logo and custom fields. There may be an additional cost to setup.You can use the “Charge Credit Card When Billing Period Is Closed” option in Globalink VoIP Switch to automatically charge a customer balance. This feature can be turned on under the Customer User Interface tab. In order to charge customer’s credit card you can set up automated periodic payments under the “Periodic Payments” tab of the customer account. Please select the payments frequency such as monthly or weekly etc. Please specify a fixed amount to be paid, or click the “Pay Balance” icon to pay the current balance with the specified period. You may also use the “Balance Driven” frequency to trigger a payment when the balance is higher than the specified threshold. Please note that your bank merchant processor must support recurring or periodic payments in order for this feature to function properly.
• Auto Provisioning
  This is server and device dependent. Our Globalink VoIP Switch supports Linksys, Cisco, Gigaset, snom, Uniden,  Fanvil, Grandstream and many other major vendors. Please contact support.
• Unified Messaging Media Services  or Hosted PBX Setup  or Fax Service or Conferencing
  You will need to use either our dids or approved third party did providers for find-me, follow-me, voice mail, auto attendants and hosted pbx services. Please contact Globalink App Support.
• Calling Card Services
  You can use either our PortaUM for calling card services with PortaBilling.
  We will need to setup a private label did to use for your customers. Please contact support.
• Callback Services
  You can use either our PortaUM for call back services with PortaBilling.
  DID must pass ANI or caller id in the E.164 format if you plan to provide ani callback services. Please contact support.
• SSL Setup and Private Label SIP Proxy
  We will need your SSL certificate to private label your page link. You can forward your sip.yourdomain.com to your server ips.
  There may be an additional charge if your plan does not support SSL setup.
• Online Help and Documentation
  You can always click on help in any Porta screen (top right) or download the pdfs from our download section on our support site.
  

Creating Accounts
Go to the Customers screen.

1. Next to the customer name, click on the icon (the one in the Accounts column), which will take you to the account management for that customer.
2. Now click on Add.
3. Fill in the Add account form:

o Account ID  Identification of the account (value to be sent in the User-Name attribute). For an account which represents a remote gateway, this is normally an IP address.

o Product  Choose the product which you would like your accounts to use.

o Blocked  Check this if you want to create the account as initially blocked.

o Opening Balance  The initial balance on the card. For credit accounts, the opening balance is normally zero.

Account Info

o Type  Account type; select Credit.

o Credit Limit  Maximum allowed credit.

o Service Password  Password for authentication/authorization.

If you are using the default Cisco remote_ip_authenticate

script, put cisco here.

o Batch  A batch is a management unit for accounts. The batch name is alphanumeric. You can type a new name here, or use the existing name in order to generate more accounts for the same batch.

Life Cycle

o Activation Date  Account activation date.

o Expiration Date  Account expiration date; since we are setting

up a postpaid service, which should function for a long time,

leave this field blank.

o Life Time  Relative expiration date; since we are setting up a postpaid service, which should function for a long time, leave this field blank.

User Interface

o Login  The login name this account will use to access the self- care pages. This can be the same as the account ID, or a different one may be chosen for increased security. This field is mandatory.

o Password  Password for the self-care pages.

o Time Zone  When an account owner accesses the web self-care

pages to see a list of his calls, the time will be shown in the time

zone most appropriate for him.

o Web Interface Language  The language to be used on the customer self-care web interface.

5. Click Save&Close; a confirmation screen will indicate that the account has been created.
6. Repeat steps 3-5 if the customer has more than one remote gateway.

For further information please refer to Globalink Inc Cloud VoIP Switch Documentation

More Options
Limiting Concurrent Calls

Please set the following options under the Service Features tab of your sub customer :

Limit Simultaneous Calls: Yes “Calls Max number of simultaneous calls”

Translation: Porta will allow only a specific number of concurrent calls for accounts of this customer.

Overdraft Protection

“Minimum Funds Reserved Per Call”

Translation: When a new call starts, Porta ensures that at least this amount of funds is available.

This reduces the risk of account overdrafts. Porta will prevent overdraft for a combination of all Accounts under the Sub-Customer.

This also allows resellers to fine-tune the overdraft protection on the clients who pose the greatest financial risk to their business.

Representatives

You may need to track income associated with people with whom you

have a business relationship.
These representatives may sometimes be employees, while in other cases they are dealers,

business partners, or may be independent contractors.
PLEASE NOTE: Representatives do not participate in billing or revenue sharing.
They are listed for information purposes only, as required when

PortaBilling is integrated into backoffice Customer Relationship Management (CRM)

for calculating commissions and so forth.
Each sales representative is assigned initials.
Their names and initials appear on sales forms, allowing you to associate specific sales reps with specific sales in order to track their income.

Distributor
Distributor is a new feature in Porta Billing that allows you to create distributors under your own reseller control panel.
The distributor can then log into the voip softswitch and manage the accounts you have assigned to them.
You can assign products to a distributor that the defines the commission he or she will make.
When distributor manages the accounts and applies payments that is received, the system will automatically calculate the commission for the distributor.
This allows you to quickly expand your sales force.

Vendors
To configure your own vendor, you need to create a routing tariff for that vendor, a vendor, and a vendor connection. This is available in the Reseller Enterprise Plan.
You will need to enter remote ip of vendor and tech prefix if any.
Porta is codec agnostic meaning that it will work with any standard codecs like g711 , 729.
Vendor connection will have to support SIP and not H323. You can use the online wizard to configure your tech prefix or any required translation.
Using the vendor connection,you can setup the connection to your vendor via 2 authentication methods :-

• ip authentication : vendor allows you to connect to vendor service based on your ip
• account authentication : vendor allows you to connect with an account login and passwordCalling Card Setup on the Globalink VoIP Switch
  You have to select a Customer first in order to generate accounts.
  You can use account generator with following parameters:-
• Please setup each account beginning with cc
• Please go to Accounts Screen after you have selected customer and click on generate (top left)
• You can setup pinless or calling cards with pins in several languages.
•  method: random
• id prefix: cc
• id length: 9
• voip pass: auto digits only
• number of digits: 4
• amount to charge on each account
• life time: number of days  before expiration

Porta Billing Auto Attendant Documentation

Auto Attendant

Auto Attendant is a flexible utility designed to greet callers and transfer them either to an existing PortaSwitch accounts, or to your current phone system.

Basic concept

• • • PortaUM Auto Attendant (AA) is composed of a set of menus.
    • All the menus are the same 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, AA will answer the call with the Intro prompt from the ROOT menu.
    • After this, the Menu prompt will be played, and AA will listen to the user input.
    • The user input will trigger execution of the following available actions:
      • Default – plays the default prompt from the current menu
      • Transfer – transfers the call to a given telephone number or extension
      • Menu – starts interpreting (executing) the selected menu; the user can choose from any of the available menus
    • The user may select whether the corresponding prompt is to be played prior to the action.

A menu call flow chart is displayed in the diagram below:

Menu List mode
Auto Attendant can be selected from the Options menu. The main screen lists all the menus available in the system. To modify one of the existing menus, select its name from the list.

• To add a new menu, select

Add new

from the action panel.

Menu Edit mode

• After selecting one of the existing menus, please allow all the prompts to load in your browser; this may be viewed on the status indicator in the action pane. The fields of the Menu Edit screen are explained below:

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 button on the right. PortaUM also provides users with a Period Wizard, a flexible tool for defining a time period of any complexity.

Intro, Menu, Default

• These three fields work similarly to the Voicemail recording feature.

Record.

• Select to start recording your voice prompt. (You will need to connect a microphone to your computer sound card to use this feature.)

• After the existing prompt is recorded over, the

Undo

• icon becomes available, allowing rollback to the previous state. The blinking

Play

• icon indicates that the existing prompt is being overwritten, but changes have not been saved yet.

Stop.

• Select this to stop recording or playback of the recorded message.

Play.

• Select this to play back the recorded prompt. When selected, this icon will turn into

Pause.

• 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.

• To upload a prompt, select the

Browse…

• button on the right side. 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

• PortaUM uses

SOX – Sound eXchange

• A universal sound sample translator for prompts uploaded into the native UM format.

• Here’s a short list of supported audio file formats:

Event Table

Basic Concept of Porta Unified Messaging as per Porta Billing Documentation

PortaUM’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.

– The Intro prompt (e.g. “Welcome to Globalink Inc, 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.

– If no input is received (timeout), the Default prompt is played and

the dialog reverts to the previous step (i.e. plays the Menu prompt

and collects the user’s input).

– 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:

o 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).

o 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.

o 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).

o Transfer to Extension – Transfers the call to an extension

number entered by the caller from his phone. 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).

o 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.

o Menu – Transfers the user to the selected menu.

o Directory – Launches this company’s dial-by-name directory.

o Queue – Transfers the call to the specified call queue.

– You may select whether the corresponding Before Action prompt is

to be played prior to the action.

Loading Rates (Tariffs) in Globalink VoIP Switch

• You will first need to download your wholesale or buy rates from Porta Switch. You can find this link on the top left of your Tariff Page.
• Do a “Save As” and name the file to the same name as the tariff assigned in Porta Switch under your Sell or Customer Tariffs.
• Rename the tariff name and short description fields under tabs to match the exact names on your tariff.
• Go to the forbidden column and setup your formula with markup eg =G2*1.1 (This is a sample formula for 10% markup. You can use 1.25 if you wish 25% and so on)
• Move the mouse to the right hand bottom of the cell until mouse becomes a solid black +
• Double click and this should copy the formula through the whole column.
• Ctrl and Shift and down arrow to select whole column and copy and paste  (select the special option and the values option) to all 2 columns. First Price, Next Price. Make sure you have the correct billing interval increments eg 1 second for International destinations except Mexico.  US is 6 second  increments.
•  Do ctrl, shift and down arrow and select the effective dates column and delete all dates. You may put effective dates if you wish to have the rates go into affect at a future date.
• Save your file and then upload your new tariffs to Porta using the latest upload wizard. The wizard uses Java and you can drag and drop the column titles to match your spreadsheet column titles. If this is the first time you are uploading your rates, please upload using 2 rows only so you can make sure you have setup the web template correctly. You can have the voip switch email you a notice once the rates are loaded.

Please note that the file format used is CSV (comma separated value) and the instructions above are for Microsoft Excel only.
You may use any other software that will work with CSV if you wish.

How to create products and bill clients in Globalink Porta Billing.

Product Name, Selling Price, Subscription Plans, Products Setup, Volume Discount Plans, Periodic Payments

Each Product in Porta can be tagged to a monthly subscription fee, online sign-up, rate file or tariff, volume discount plan (or free minutes used for “unlimited plans”).

Subscription Plan allows you to charge a fixed amount per month for an example $19.95 per month.

Periodic Payments is a feature that permits you to automatically charge your customers credit card automatically.
This can be done monthly (at a certain date for an example 30th of every month) or based on their balance (example: when balance falls below $30, charge $20).

Volume Discount Plan is what allows you sell a plan that resets every month.
You can create subscription plans for an example $19.95 per month and it allows clients to call say 1000 minutes per month to select destinations by prefix and area code.You need to advise us if the incoming minutes are free, how much you wish to charge your customers for destinations they are calling.
All destinations are dialed by country code and number (e.164 compliant). There is no need to dial any access code.
If you wish to have access codes, you can implement your own dialing plan by customer using the wizard in your reseller login.
If you plan to restrict phone prefix or destinations that they can dial, we need to remove those destinations from the product tariff.

Globalink-Worldkom Private Label VoIP Reseller Plans
If you need further assistance please open a ticket at http://appsupport.globalink.us.