Tariscope 4.6. Administrator's guide
Chapter 4 Tariscope configuration
4.2 Applications for configuration. Configuration steps
The configuration of the Tariscope system is performed in the following applications:
- Tariscope Start.
- Tariscope.
- Report Form Designer.
- Tariscope Personal Area.
The main configuration of the Tariscope system is performed in the Tariscope application. The application also allows you to analyze call information, create reports, work with customers’ accounts (in Tariscope Provider), and others.
In the case when a Tariscope user is not satisfied for any reason with a list of report forms provided in the installation package, he can upgrade any of these forms or create new ones. The user can use the Report Form Designer for this purpose. Alternatively, you can use Microsoft Report Builder 3.0. The last program is not included in the Tariscope installation package. You can download it from the Microsoft site.
Features of a subscriber access to the Tariscope data through the Website are configured in the Tariscope Personal Area.
The Tariscope Start program is used to upgrade the Tariscope database of previous version to Tariscope 4.5.x, set the IP port for Tariscope, and change the connection settings to the Microsoft SQL Server where the Tariscope database is located.
The Tariscope configuration can be executed in any sequence. The main requirement for the proper operation of Tariscope is that all required data must be entered and determined.
After the first start of Tariscope, the Tariscope assistant wizard is started (Section 4.1).
If you have entered all the necessary data using the Tariscope assistant wizard, you can skip further description of the configuration steps and get to work.
If the initial configuration page has been omitted, or not all the necessary data have been entered, we offer to configure Tariscope using the next step-by-step guide.
Step 1. On the Currency rates page, select a main currency.
Step 2. Is more than one currency used in the rates? If YES go to Step 3 otherwise go to Step 4.
Step 3. Type the currency rates on the Currency rates page.
Step 4. Do you wish to divide calls by categories? If YES, go to Step 5. Otherwise, go to Step 6.
Step 5. Type a list of categories on the Categories page (Additional options → Categories).
Step 6. Are you a telecommunications provider (you use Tariscope Provider)? If YES, go to Step 7. Otherwise, go to Step 10.
Step 7. Is more than one rate plan used for customers (subscribers)? If YES, go to Step 8. Otherwise, go to Step 9.
Step 8. Type names of rate plans on the Rate plans page.
Step 9. Type a list of services and their parameters on the Services page.
Step 10. Does Tariscope contain the information about your providers? If NO, go to Step 11. Otherwise, go to Step 17.
Step 11. Add a new provider on the Providers and rates page.
Step 12. Add the new rates for outgoing calls and type their parameters on the Provider and rates → new provider → Outgoing → Rates page.
Step 13. Add the new rates for incoming calls, if need be, and type their parameters: Provider and rates → new provider → Incoming → Rates page.
Step 14. If the provider provides telephone service, add the area codes, telephone numbers and their parameters: Provider and rates → new provider → Destination codes page.
Step 15. If the provider provides access to the Internet, add the IP networks: Provider and rates → new provider → IP networks page.
Step 16. If necessary, add or change day types: Provider and rates → new provider → Outgoing / Incoming → Day types page.
Step 17. Create a new telecommunication node: Communications nodes → Node management. Click Add icon and enter the node name.
Step 18. In the menu, select the created node → Equipment → Equipment management. Select the New equipment and click Edit. Set parameters of this equipment on the New equipment page.
Step 19. If necessary, create numbering (dialling) plan: Your node → Equipment → your PBX → Numbering plan.
Step 20. Type parameters of routes, trunks or gateways: Your node → Equipment → your PBX → Routes and Gateways.
Step 21. If necessary, type prefixes and its parameters: Your node → Equipment → your PBX → Prefixes.
Step 22. If you have Tariscope with the restriction feature, add the restriction classes: Your node → Equipment → your PBX → Restriction classes.
Step 23. If you need to add new equipment for the node, create one on the Equipment management page and go to Step 18. Otherwise, go to Step 24.
Step 24. Type parameters of subscribers (customers): Your node → Subscribers.
Step 25. Create a profile of the Tariscope Observer service and configure its parameters: Data collection/Observer → Observer management.
Step 26. Start the Tariscope Observer service using the page: Data collection/Observer → Your profile → Service management.
Step 27. Do you need notifications about events in Tariscope? If YES, type parameters of notifications: Additional options → the Notifications and mailing page. Otherwise, go to Step 28.
Step 28. Should Tariscope interact with a hotel system? If YES, configure data for the interaction: Additional options → Integrations → Hotel systems. Otherwise, go to Step 29.
Step 29. Should Tariscope automatically execute the following actions: a generation of reports, backup of the database, and others? If YES, create a new task. Select in the menu: Tariscope Tasks → Task list, configure its parameters, and start the required Tasks service. Otherwise, go to Step 30.
Step 30. Will more than one user work with Tariscope? If YES, create the new users and set their parameters: Additional options → Users. Otherwise, go to Step 32.
Step 31. Finish. You can begin to work.
Contents of "Tariscope 4.6. Administrator's guide"
