CREATE A CUSTOMER... 2 SIP TRUNK ACCOUNTS...

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1 Contents CREATE A CUSTOMER... 2 SIP TRUNK ACCOUNTS... 3 CREATE THE MAIN SIP TRUNK ACCOUNT... 3 SETUP THE SIP TRUNK ACCOUNT... 4 EXTRA DIDS... 7 HOW TO BILL FOR THE SIP TRUNKING SERVICE... 9 LIMIT THE NUMBER OF CONCURRENT CALLS FOR THE CUSTOMER FORWARD WITH THE ORIGINAL DNIS (CLD) USE DIALING RULES (ENABLE 7 DIGIT DIALING) CUSTOMER TABS EXPLAINED ACCOUNT TABS EXPLAINED... 13

2 Create a Customer 1. In the Home page of the Reseller admin portal, choose Subcustomers. 2. On the Subcustomer Management page, click Add. 3. Fill in the Add Customer form. Not all tabs are required. See the customer tabs explained section for more details. Main Form (top) o Customer Name short name for the customer object; this will be used on the web interface. o Currency the currency in which this customer will be billed. o Opening Balance a starting balance for the customer; the default is zero. o Customer Class Choose the customer class. Address Info tab o Complete all contact and address info. o Note if no is provided the customer will not receive invoices or system notices. User Interface tab o Specify a Login and Password for the customer portal to see invoices, make payments, etc o Time Zone set to customer s local time zone for CDRs and billing. Payment Info tab o Credit Limit Specify the customers spending limit before calls requiring a charge are blocked o Balance Warning Threshold Trigger used to notify customer balance is reaching limit and service will soon be blocked. This can be a dollar amount lower than the credit limit or a percent 4. Click Save & Close.

3 SIP Trunk Accounts Most IP systems have similar but different ways of communicating with SIP servers. Several systems are able to register for inbound calls while others require the calls be forwarded to their IP. Some systems route inbound traffic with dialed number info (DNIS) provided in the To: from the INVITE and others require that info to be in the SIP URI. 3NG s Switches were designed to accommodate every deployment model. This allows the Reseller to sell SIP Trunking service to any Customer regardless of their equipments requirements. How you setup the trunk will depend on the Customers Equipment and what it supports. Further down you will find specific steps for different deployment methods. For more details on DNIS see the inbound call routing and DNIS (CLD) section in the How to chapter Create the main SIP Trunk Account 1. Go to the Customers screen (the one containing the list of customers). 2. Next to the customer name, click on the icon (the one in the Accounts column) to go to the account management for that customer. 3. Click on Add. 4. Complete the top form and Account Info tab as shown below. Not all tabs are required. See the account tabs explained section for more details. Account ID Specify account ID (e.g. a DID number). Product Select product from drop down. Type Choose Credit here. Service Password Specify a service password for this account. Batch Enter a description here (e.g. Customer Name SIP Trunk). 5. Click Save & Close, you will see a confirmation screen announcing that a new account has been created.

4 Setup the SIP Trunk Account Now that you ve created the main SIP Trunk account we need to setup inbound and outbound call routing. How you set this up will depend on what the Customer Equipment supports. Inbound Call Routing Select Inbound Call Routing Method A. Register to 3NG SIP server. Input the following credentials to the Customers Equipment. SIP Server = sip.sipresource.com Username = SIP Trunk Account ID Auth ID = SIP Trunk Account ID Password = Service Password on Account Info tab DTMF = RFC2833 Allowed Codec s = g.711, g.729 If behind NAT turn on Keep Alive function with 30 second time out on Customers Equipment -or- B. Forward to Customers IP address or domain. If the Customers Equipment is not able to register on 3NG s SIP server you should follow the directions below. 1. Optional - Specify IP addresses that you will forward calls to on the Permitted SIP Proxies tab for the specified customer. 2. Go to the Account s Service Features tab. 3. Select Incoming Calls in the Service Type column to enable forwarding. In the Default Answering Mode menu choose Forward Only. In the Forward Mode menu choose Advanced Forwarding.

5 4. A Follow Me tab now appears on the screen. Go to this tab and click Add on the top left. Complete these fields: Name: Short Description Destination: Account ID goes here. This will show in the SIP URI of the INVITE SIP Proxy: Customers IP or domain to forward calls to. Formats include: IP, IP:port, domain, domain:port Keep Original CLD: Should be Check. This will provide called number info (DNIS) in To: of the INVITE Timeout Sec: Set this value to Click Save.

6 Outbound Call Routing Select Outbound Call Routing Method A. IP based authorization. You must add the Customers allowed IP the main SIP Trunk account as an Alias. 1. Open the Account Info form for an existing account, and go to the Aliases tab: 2. Click Add to create a new alias for the current account. 3. Specify the customers IP address in the Alias ID field and check the Allow authentication / registration field. 4. Click Save. -or- B. Username and password digest authorization. Input the following settings to the Customers Equipment. SIP Server = sip.sipresource.com Username = Account ID Auth ID = Account ID Password = Service Password on Account Info tab DTMF = RFC2833 Allowed Codec s = g.711, g.729 If behind NAT turn on Keep Alive function with 30 second time out on Customers Equipment Note that you can limit the number of simultaneous calls for the specified customer (for more details, see the limit the number of concurrent calls for the customer? section in the How to chapter.)

7 Extra DIDs There are several way to provide extra DID s to your customers. How you set up extra DID s will vary depending on what your customer s equipment supports. Choose the method that best supports your Customer s Equipment. Adding extra DIDs as an Alias to the main SIP Trunk account (Recommended) Aliases allow you to add multiple DIDs to a single account. An Alias DID shares an account with the main DID and uses all its settings. This method can be simpler than creating several accounts. 1. Open the Account Info form for an existing account, and go to the Aliases tab: 2. Click Add to create a new alias for the current account. 3. Specify a DID number in the Alias ID field and choose one of the following: a. Leave Allow authentication / registration unchecked. This will route extra DID calls to the main registration or IP forward. DNIS, called number info is provided via the To: header in the INVITE. b. Check/enable Allow authentication / registration. You can now register to each Alias DID using the Alias as the username and the service password on the account info tab. DNIS, called number info is provided via the To: header in the INVITE and in the SIP URI. 4. Click Save. 5. Repeat steps 2-4 to add additional aliases. Adding extra DIDs as accounts You can create extra accounts for each DID the Customer purchases from you. This provides the most flexibility but is typically not necessary. One of the few reasons you would do this is if the Customers Equipment cannot route inbound calls with called number info (DNIS) in the To: header of the INVITE and it is not able to register to each DID for DNIS to be in the SIP URI. You may also set it up this way so provide independent settings to a specific DID like timeout, different failover, voic , etc 1. Next to the customer name, click on the icon (the one in the Accounts column) to go to the Accounts menu for that customer. 2. Click on Add. 3. Fill in the Add account form: Account ID Specify an appropriate account ID (e.g. a DID number). Service Password Specify a service password for this account. Product Assign a previously created product to this account. Opening Balance the initial balance on the account.

8 4. After clicking Save & Close you will see a confirmation screen announcing that a new account has been created. 5. Click on the account ID that you have just created to modify it. 6. If the Customers Equipment can register to each DID then stop here. If Each DID must be Forwarded continue to Step 7.1 or 7.2 as needed If you want to Forward DIDs to the Registered account (To: INVITE based routing) a. Click on the Service Features tab to enable forwarding: i. Default Answering Mode Specify Forward only. ii. Forward Mode Specify Forward to CLD. b. The additional Forward tab now appears on the screen. Go to this tab: i. Specify the ID of the main account in the Forward to field. ii. Activate the Keep Original CLD option to store the called DID. or 7.2 If you want to Forward DID s directly the Customers Equipment IP (SIP URI based routing) a. Click on the Service Features tab to enable forwarding: a. Default Answering Mode Specify Forward Only. b. Forward Mode Specify Advanced Forwarding. b. The additional Forward tab now appears on the screen. Go to this tab: a. Specify the Name Description b. Specify the Destination as the DID number c. Select or type in SIP Proxy (Customers IP Address) d. Activate the Keep Original CLD option to store the called DID. 8. Click Save.

9 How To.. bill for the SIP Trunking service After you have created the main SIP Trunk and added any extra DID you need to start billing for the service. There are several options as to where to add the subscriptions (monthly recurring charge). Although it is possible to add subscriptions to specific accounts, it is typically recommended that you add the subscriptions at the Customer level. This offers you one place to see all charges without needing to open each account individually. 1. Choose the Customer you created the SIP Trunk service for. 2. Click on the Subscriptions tab. 3. Click Add on the top left Select the subscription for the dropdown menu If you want to offer the customer a discount from the original subscription amount enter it in the Discount Rate field If you want to start billing in the future and not immediately change the Start Date 4. Click Save After you have added the appropriate subscriptions the system will begin to calculate the proper prorated and full month charges in the background. Expect that it may take up to 30 minutes Pending Subscriptions displays subscriptions which are not active yet (i.e. they will be activated sometime in the future). Active Subscriptions displays currently activated (and billed) subscription plans. Closed Subscriptions displays subscriptions which have already been closed. After you have properly setup billing for the SIP Trunk service you may want to limit their calls. See limit the number of concurrent calls for the customer section for more info.

10 limit the number of concurrent calls for the customer 1. In the Participants section of the Admin-Index page, choose Customers. 2. On the Customer Management page, choose the specified customer. 3. Click on the Service Features tab. 4. Click on the Voice Calls / Outgoing Calls service type. 5. Define the Max Number of Simultaneous Calls parameter to allow up to a specific number of concurrent calls for the accounts of this customer. 6. Click Save & Close. inbound call routing and DNIS (CLD) A company using SIP Trunking will likely purchase multiple direct inward dialing (DID) numbers. When the Customers Equipment receives a call it needs to be able to determine what DID was dialed so that it can route it to the proper IVR, call queue, extension or any other destination. DNIS, which stands for dialed number identification service, has been used for years by local Telco s to provide the original called number info over analog trunks and PRI s. Using SIP you are able to provide the same info. 3NG s Switches are able to provide the original called number (DNIS) info in the To: header of the INVITE. Most Customer systems will support this. In advanced cases this can be provided in the SIP URI as well. By default, a DID added as an Alias with provide the called number info in the To: header. If you register to an Alias DID you will receive the info in the To: header and in the SIP URI. If you create a DID as a separate account and forward it to the Customers IP address you can provide the info in the To: header and SIP URI. It is recommended that you add extra DIDs as Aliases whenever possible for a simpler setup method less likely to human error. Whenever any type of forward is done in the 3NG Switch you should activate the Keep Original CLD option. This will instruct 3NG s Switch that the call must be forwarded to destination 1NXXNXXXXXX (a registered SIP device with this main account number or a SIP device the main account is forwarded to), and the To: in the INVITE message will contain the original DID. The Customers system will then properly process incoming calls and will forward them to the correct recipient. What if the Customers Equipment does not support routing via the To: in the INVITE? For example it only supports inbound routing via the SIP URI. In this case you must register each DID individually (either as its own account or an Alias to the main account) or create a separate account for each DID and forward each account individually.

11 use Dialing Rules (enable 7 digit dialing) Your Customer will likely be used to dialing certain numbers in a specific way. For example, they may live in an area the still supports 7 digit dialing or dial 10 digits all the time. In order to route and bill these calls correctly they need to be standardized. Dialing Rules listen for what your customer dials then adds or removes digits as needed. By default, a new customer will have dialing rules disabled. This means that the system expects calls in the E.164 format as shown: o North America Calling 11 Digits (Call to Miami ) o Intl Calling without 011 (Call to Mexico ) If you wish to define the way in which your customer dials phone numbers, you can use the Enable Dialing Rules option. This will allow you to enter various dial plan parameters such as an international dialing prefix or area code. When using dialing rules we recommend a format that will cover all types of calls. 1. Open the Customer you want to enable Dialing Rules for. 2. Click on the Dialing Rules tab. 3. Enable Dialing Rules on the drop down to the left. 4. Load Sample and select North America, 10 digit dialing 5. If you need our system to handle 7 digit dialing complete the Your area code(s) and Local dialing number fields. 6. Enter 1 for the Prefix for domestic calls, but outside of your area code field 7. Click Save.

12 customer tabs explained Main form (top) Customer Name short name for the customer object; this will be used on the web interface. Currency the currency in which this customer will be billed. Opening Balance a starting balance for the customer; the default is zero. Customer Class Choose the customer class. Address Info tab An address for the distribution of accounting information. After the billing period is over, a list of xdrs and other statistics will be sent to this address. Bcc - Delivery to the specified address of your account representative a copy of every outgoing sent to the customer; this may be used for debug and archiving purposes. Additional Info tab Billing period Frequency of invoice generation. For more details about the different available billing periods, see the 3NG Handbook: VoIP Reseller Billing Overview. Send Statistics - Summary only Deliver a call summary only and do not attach a details file; this could be useful in the case of a large number of calls. Other options are Full Statistics (attach a complete list of xdrs) or Do not send (do not deliver call statistics to this customer via at all). Payment Info tab Credit Limit if left empty, then there is no credit limit for this customer. Balance Warning Threshold the customer can be notified by when his balance is dangerously close to the credit limit and service will soon be blocked. Here you can enter the value for such a warning threshold. This can be entered: - as a percentage (e.g. 90%). The warning will be sent when the customer s balance exceeds that percentage of his credit limit. So, if the credit limit is USD and the threshold is 90%, a warning will be sent as soon as the balance exceeds USD This is only applicable when the customer has a positive credit limit. - as an absolute value. The warning will be sent as soon as the balance goes above the specified value.

13 User Interface tab Time Zone the time zone in which customer will see his xdrs and also that which defines his billing period. For example, if you choose America / New_York here and the billing period is Monthly, it means the billing period will start on the first day of the month, 00:00 New York time. Web Interface Language language to be used on the customer self-care web interface. account tabs explained Account Info tab o Type Account type; select credit. o Credit limit For a credit account, specify the credit limit. If you leave this field empty, it means there is no credit limit for this account (but a customer credit limit may still apply). o Service Password The account ID and this password will be used to authenticate SIP server login. o Enter the account owner s address here. If he ever forgets his password for the web self-care pages, he will be able to reset it, and a new password will be sent to this address. You can also just leave this field empty. o Batch A batch is a management unit for accounts. If a new batch name is provided in the text field, the created account will be placed into a new batch with the given name. Alternatively, an existing batch could be selected from the drop-down list. If you leave this field empty, the created account will not be tied to any specific batch. Additional Info tab (optional) o IP Phone When using the 3NG auto-provisioning feature, here you may enter the name of the particular Device which this account will be provisioned to. Leave this field empty for basic SIP service, and use manual provisioning instead. o IP Phone Port The specific port (phone line) on the Device which this account should be provisioned to (e.g. GrandStream 4104 supports 4 phone lines, so four separate accounts can be provisioned on the same device on different lines). Leave this field empty for basic SIP service, and use manual provisioning instead. Life Cycle tab (optional) 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.

14 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 tab (optional) o Login Account login to web self-care pages. Can be the same as the account ID. o Password Password for the web self-care pages. o Time Zone - When an account owner (SIP services subscriber) accesses web self-care pages to see a list of his calls, we can show the time in the time zone most appropriate for him. o Web Interface Language The language to be used on the customer self-care web interface.