Tariscope 4.5.x. Administrator's guide

Chapter 4  Tariscope configuration

4.12. Subscribers

4.12.4. Manual input and editing of subscriber data

We recommend starting a manual input of subscriber data with a creation of structure of the subscriber database, which reflects the customer structure (for Tariscope Provider) or your company structure (for Tariscope Enterprise).

A customer structure can be divided on areas, streets, or other groups of customers, which are easy-to-use for administration and generation of reports on groups. If you do not need to divide subscribers on groups, skip this configuration step.

To display the hierarchical structure of the subscriber database, on the toolbar of the Subscribers page, click on the How to show icon. In the appeared window there is the Table settings list. It contains three items:

• Tree (subscribers). This choice displays subscribers in a tree view.
• Table (subscribers). This option displays subscribers in a table. A subscriber group name can be displayed as a table column.
• Table (extensions). This option displays all subscriber extensions in a table. A subscriber group name can be displayed as a table column.

Select the Tree (subscribers) item. An example of the Subscribers page is shown in Figure 4.12.4.1.

Figure 4.12.4.1

In Figure 4.12.4.1, AB Company is a telecommunications node name. By default, it is assigned to the root subscriber group.

To create a new subscriber group, select a group that will be included the new group. In our example, you should select the AB Company row in the table and click on the New group icon on the toolbar. The New group window appears. Enter a group name in the Name box and click Save. In the Subscribers page, the new row appears.

Repeat these actions to create all required groups.

You can change a group name. To do this, select the desired row and click on the Edit icon on the toolbar. The Edit group window appears, where you can change the group name and enter a group description and address in the corresponded boxes. To keep changes, click Save.

To create a subscriber which belongs to a group, select the row of the group, and click on the New subscriber icon on the toolbar. The New subscriber window appears. Enter a subscriber name in the Name box and click Save. The Edit [Subscriber] page appears. An example of the page is shown in Figure 4.12.4.2.

Figure 4.12.4.2

The page contains the following tabs:

• General.
• Details.
• Services.
• Documents.
• Account.
• Damages.

Figure 4.12.4.2 displays the General tab.

The Name box displays the subscriber name. You can change the name.

Subscriber ID is an identifier that Tariscope automatically assigns to a subscriber. You cannot change it.

Account ID is an account number. It is applied in the Tariscope Provider edition. The Tariscope Enterprise users can skip this choice. By default, Account ID is equal to Subscriber ID. You can change it.

The Subscriber type list allows to set one from following subscriber types:

• Natural person. Select this item for customers who are individuals.
• Juridical person. Select this item if the customer is a legal entity.
• Service. Recommends selecting the item for employees of your company. If you use the Tariscope Enterprise edition that interacts with hospitality system, you can set this subscriber type to employees of the hotel. In this case the call information of such subscribers will not be sent to the hotel system.
• Budgetary. Select the item if the customer is a budget institution.
• Preferential. Select the item if the customer has some privileges.

Select the required subscriber type.

The Group list displays the group name, which you selected before creating the subscriber. You can change the group.

To set a list of extensions (telephone numbers) that belong to the subscriber, click on the "…" button that is located on the right from the Extensions/IP box (Figure 4.12.4.2). The page appears an example of which is shown in Figure 4.12.4.3.

Figure 4.12.4.3

To add a new extension, click on the Add icon on the toolbar. The New extension window appears (Figure 4.12.4.4).

Figure 4.12.4.4

In the Equipment list, select the telephone system to which the extension belongs.

If the numbering plan was created for the telephone system earlier, you can select a range of extensions which contains the required extension. To select, use the Range list.

In the Extension/IP box, type the required extension. You can set a list of extensions. Enter them separated by semicolons. For example: 100;103;109. If you want to set a range of extensions, enter the range like this: 100 – 106.

In the Rate list, select the rate plan that will be applied to the extension.

Note. If the rate plan for the extension is applied the same as the plan for the subscriber, the input of this parameter is not necessary. In the case, you should specify the rate plan in the Subscriber page.

If you need to set an extension type, select it in the Number type list. There are the following options:

• Unassigned.
• DID.
• tall-free.

If you wish to make a description for this extension, type it in the Description box.

If you want that this extension be set from the specific date, turn on the Connection date calendar box and select the date from it.

Note. If the extension will be applied from the same date when the subscriber is valid, the input of this parameter is not necessary. For this case, the date should be specified in the Connection date calendar list of the Subscriber page (Figure 4.12.4.2).

If you want that the extension is applied to the specific date, turn on the Disconnection date calendar box and select the date from it.

Note. If the extension will be applied to the same date when the subscriber was disconnected, the input of this parameter is not necessary. For this case, the date should be specified in the Disconnection date calendar list of the Subscriber page (Figure 4.12.4.2).

To keep settings, click Save. A new row appears in the table (Figure 4.12.4.3).

To add a new extension, repeat the actions.

By default, the first added extension is regarded as the primary extension. The row of the primary extension is displayed in bold in the extension table. Only primary extension is displayed in the subscriber table if you selected the Table (subscribers) option to display this table.

If you have some extensions and you want to change the primary extension, select the row in the table (Figure 4.12.4.3) and click on the Set as primary icon in the toolbar.

If you need to change an extension setting, select the row and click on the Edit icon on the toolbar.

To delete an extension, select the row and click on the Delete icon.

By default, the extension page displays only active extensions that is, those that do not have a disconnection date. To display all extensions, turn off the Active only switch.

Back to the subscriber table by clicking on the Back to subscriber icon on the toolbar.

If you need to add IP addresses to the subscriber, click on the ‘…’ button located right on the IP/Logins box. The extensions and IP addresses page appears an example of which is shown in Figure 4.12.4.3. To add a new IP address, execute the same actions that were described above for extensions.

Auxiliary identifiers. The auxiliary identifiers allow Tariscope to uniquely identify a subscriber in the case, when he has an extension used by multiple subscribers. This situation is valid to several PBXs, for example, CS1000 and Meridian 1 (Avaya - Nortel). For these PBXs, the terminal numbers (TN) are used as such identifiers.

Auth code. This is a code that is used to authorize a subscriber during call is made. If the subscriber uses an authorization code to make calls, enter the code in the Auth code box.

Connection date. A date in this calendar box defines the date from which the charging for the subscriber is begun. If you specified such dates for every extension (or IP addresses) and service, the selection of the date in the box is not necessary. If the charging for all subscriber's extensions, IP addresses, and services are begun from the same date, we recommend setting the date only in this box. If the date was not set for the subscriber and it was not set for extensions, IP addresses, and services, the calls and services for any date will be charged to this subscriber.

Disconnection date. A date in this calendar box defines a final date to which the charging for the subscriber is performed. The dates of turn off an extension (IP address or service) belonging to the subscriber are alternative dates to this one.

Rate plan. This list defines the rate plan which is applied to the subscriber. The rate plan can be specified on every extension, IP address, and service. The individual settings are recommended only when different communication services are charged using different rate plans. If a rate plan was not specified in the box and it was not specified for a particular service, call rating and charging services are not performed. Select a rate plan from the list. If the required plan is absent, create it.

Contact information is in the Address and Contacts boxes.

To add the subscriber address, click on the ‘…’ button located on the right from the Address box. The Address window appears as shown in Figure 4.12.4.5.

Figure 4.12.4.5

Type the address parameters in the boxes and click OK.

To add the subscriber contacts, click on the ‘…’ button located on the right from the Contacts box. The contacts page appears. An example is shown in Figure 4.12.4.6.

Figure 4.12.4.6

Click on the Add icon on the toolbar. The New contact window appears as shown in Figure 4.12.4.7.

Figure 4.12.4.7

In the Type list, select an option that matches the contact or enter your own contact type. By default, there are the following options:

• Landline phone.
• Mobile phone.
• IM.
• Skype.
• Email.

In the Requisites section, you can enter the following parameters.

Personal code. The code is a national identification number that is used by the governments of many countries as a means of tracking their citizens, permanent residents, and temporary residents.

Firm code. The code is an identification number of companies. In various countries, these codes may have a different name.

Tax code. Specifies a tax code of the customer (subscriber).

Bank account. Specifies a bank account of the customer (subscriber).

Bank code. A code of the bank where is the subscriber bank account.

Contract ID. An identifier of the agreement according to which the provision of telecommunications services is carried out.

Contract date. To specify the contract date, turn on the switch and choose the date in the calendar box.

Description. The additional information field that you can use for their own purposes.

Information. The additional information field that you can use for their own purposes.

If you are not supposed to enter any additional parameters in the Details, Services, Documents, Account, and Damages tabs for the subscriber, click on the Save button on the toolbar. Otherwise, move to the desired tab to continue the subscriber configuration.

Details on the subscriber

To enter additional settings for a subscriber, such as the restriction settings, the second address, the type of mail delivery, and so on, select the Details tab on the Subscriber page (Figure 4.12.4.2). This page will be as shown in Figure 4.12.4.8.

Figure 4.12.4.8

If you use the Tariscope Enterprise edition with the restriction feature, this window can be used to enter the restriction parameters. The other parameters of the window are actual only for the Tariscope Provider edition.

In the Delivery type list, select the required type. There are the following options:

• Not defined.
• By mail.
• Courier.
• Self pickup.
• Email.

If customer (subscriber) uses two addresses, you can enter a second address in the Secondary address box. To do this, click on the "…" button located on the right of the Secondary address box. The Address box appears (Figure 4.12.4.5). Type the second address and click OK.

If the subscriber has privileges for telecommunications services, then:

• • in the Privileges code list, type or select a suitable code that is assigned to this category of privilege. This field is informational and can be used in reports.
• • in the Discount code list, type or select a factor to be applied to a rate plan of subscriber. This is an informational field and is not used in calculations of cost of telecommunications services. It can be used in reports.

If you want, you can select a subscriber gender in the Gender list.

To specify a subscriber birthday, turn on the Birthday switch and select the date in the calendar box.

One of the addition features in Tariscope is a virtual subscriber. This feature is recommended to use if you need to charge call costs to the transit routes, gateways, or channels. If the editable subscriber is a virtual one, turn on the Virtual subscriber switch.

In case Tariscope comprises the restriction feature you can set restrictions for the current subscriber. Before to set restrictions for the subscriber you must configure the restriction feature for a specific telephone system.

In the Restriction group list, select the desired group.

In the Restriction tag box, enter a code that will be used in the script to change the subscriber restriction in the telephone system.

Other settings of the restriction feature is executed on the Subscribers page. Select the desired subscriber on the page and click on the Restrictions icon on the toolbar. The restrictions page appears as it is shown in Figure 4.12.4.9.

Figure 4.12.4.9

Click on the Add icon on the toolbar. The New restriction window appears as shown in Figure 4.12.4.10.

In the Category list, select a category to which the restriction will be applied. This list contains all categories which were created in Tariscope regardless of the purpose of their use.

In the Restriction type list, select the desired type. There are two types:

• Money. The restriction on the calls are assigned in money.
• Seconds. The restriction on the calls are assigned in seconds.

The Restriction class box does not used in most cases. Skip it.

In the Credit box, type a credit value. When the value is achieved, Tariscope will applies the restriction.

Click Save.

Subscriber services

Service settings are relevant only for the Tariscope Provider edition. To set the parameters of services installed for the subscriber, select the Services tab on the Subscriber page (Figure 4.12.4.2). This page will be as shown in Figure 4.12.4.11.

Figure 4.12.4.11

This configuration page assumes that the list of services was previously created. To add a new service, click on the Add icon. As a result, the Services window appears as shown in Figure 4.12.4.12.

Figure 4.12.4.12

In the Service list, select the desired service.

In the Amount box, set the number of such a service type of the service that will be charged to the subscriber.

If the service is tied to a particular phone number (extension) or IP address, in the Extension/IP list, select the required extension or IP address.

If any comments are necessary to this service, you can enter them in the Description box.

If you want the service is applied from the specific date, turn on the From switch and select the date in the calendar box.

To stop charging the service, turn on the To switch and select the desired date.

Click Save. To set other services, repeat these steps.

On the page (Figure 4.12.4.11), a list of the entered services will be displayed.

To change a service, select it on the services page and click on the Edit icon on the toolbar. Do the changes in the Services window (Figure 4.12.4.12).

To delete a service, select it on the services page and click on the Delete icon on the toolbar.

If you have bundles of services and you want to set a bundle to the subscriber, click on the Bundles icon on the toolbar (Figure 4.12.4.12). The Bundles window appears as shown in Figure 4.12.4.13.

Figure 4.12.4.13

In the window, click on the Add icon on the toolbar. The Select a bundle window appears. An example of the window is shown in Figure 4.12.4.14.

Figure 4.12.4.14

In the Bundles table, select a bundle.

If the bundle should bind with an extension or IP address, select it in the Extension/IP list.

If you want the bundle is applied from the specific date, turn on the From switch and select the date in the calendar box.

To stop charging the bundle, turn on the To switch and select the desired date from the calendar box.

You can add a description to the bundle in the Description box.

Note. Services may include in a rate plan. In this case, individual assignation of these services to each subscriber is not required. Enough to assign a rate plan for a subscriber.

The administrator has the ability to set an individual cost of the service. To do this, select the row in the service table (Figure 4.12.4.11) and click on the Set personal cost icon on the toolbar. The Personal cost window appears as shown in Figure 4.12.4.15.

Figure 4.12.4.15

Click Edit. The history of the individual cost of service window appears. An example of the window is shown in Figure 4.12.4.16.

Figure 4.12.4.16

Click on the Add icon on the toolbar. The New personal cost window appears as shown in Figure 4.12.4.17.

Figure 4.12.4.17

You can set a new cost for a service in two ways, using a new fixed cost or a factor to the basic cost of the service. To set a fixed cost, enter it in the Fixed cost box. To use a factor, turn on the Is factor switch. The Fixed cost label is changed to the Factor label. Enter the factor in the box.

In the From calendar box, select the date from the new service cost will be applied.

Click Save.

To change the personal service cost, in the window (Figure 4.12.4.16), select the row of the service and click on the Edit icon on the toolbar. Change the service cost and keep the change.

To delete the personal service cost, in the window (Figure 4.12.4.16), select the row of the service and click on the Delete icon on the toolbar.

Subscriber documents

To enter, view or edit documents that are associated with a specific subscriber, select the Documents tab on the Subscriber page (Figure 4.12.4.2). The bpage will be as shown in Figure 4.12.4.18.

Figure 4.12.4.18

This tab allows you to enter, view, edit all documents that relate to a specific subscriber, which greatly simplifies the process of subscriber management.

Before adding documents, we recommend creating an initial list of possible types of documents that can be used in Tariscope. For example: agreements, contracts, invoices, receipts, reports, etc. To do this, on the toolbar of the window (Figure 4.12.4.18), click on the Edit file types icon. The Document types window appears as shown in Figure 4.12.4.19.

Figure 4.12.4.19

The window has three tabs: Add, Edit, Delete. By default, the Add tab is opened. To add a new document type, enter its name in the Type box and click on the Add button.

Repeat this step to add other types of documents.

To edit a document type, choose the Edit tab and select the desired line in the Select type list. Click on the Rename button. The Type box appears where you should do the changes and click Save.

To delete a document type, select the Delete tab. In the Select type list, select the desired type, and click on the Delete button.

To add a new document to the subscriber, click on the Add icon on the Documents page (Figure 4.12.4.18). The Upload window appears as shown in Figure 4.12.4.20.

Figure 4.12.4.20

Click on the Choose button to select the document.

In the Type list, select the document type.

In the Number box, type the document number.

In the Document date box, select the document date.

In the Attributes box you may set additional parameters of the document.

In the Description box, if necessary, you can enter a short description of the document. It can be used to quickly find the document.

To provide access of subscriber to this document in the Tariscope Personal Area, turn on the Visible to subscriber switch.

Click Save.

A new row with parameters of the added document is displayed in the document table.

To quickly add a file without entering its parameters, you can use the Upload icon on the toolbar (Figure 4.12.4.18). Click on this icon to open the Open window and select the desired file. After uploading the file, a new row is added in the document table. In the future, you can change the document data.

To change the document parameters, select the row with the document and click on the Edit icon on the toolbar. The Upload window appears as shown in Figure 4.12.4.20, where you can execute the changes.

If you need to replace the document file in the database, select the row with the document and click on the Replace file in DB icon on the toolbar. Select the desired file.

To download the document file, select the row with the document and click on the Download icon on the toolbar. In the Save as window, select the desired folder, and save the file.

To delete a document, select the row with the document and click on the Delete icon on the toolbar.

Account

In the Tariscope Provider edition the Tariscope program has a specific page for working with the subscribers' accounts, Subscribers accounts. At the same time, the Subscriber page also provides information about the status of the subscriber's account.

To view the subscriber's account on the Subscriber page, select the Account tab. An example of the Account tab is shown in Figure 4.12.4.21.

Figure 4.12.4.21

The Balance box displays a balance of the subscriber account.

The Last payment date box displays the last date when the subscriber paid for the telecommunications services.

The table on the tab displays data of the charged services and the received payments.

To look at the detailed information on the account or execute some actions with account, click on the Details button. Tariscope displays the subscriber’s account from the Subscribers accounts page.

Damages

Tariscope allows you to keep information about damages of telephone equipment or data transmission equipment. Information about damages can be used to account for them in the charges of the services. The setting of this is performed on the Services configuration page.

To enter data on damages, select Damage tab. As a result, the Subscriber page will be as shown in Figure 4.12.4.22.

Figure 4.12.4.22

This tab allows the administrator to enter information about a damage (the Add icon), change this information (the Edit icon) and remove unnecessary information (the Delete icon).

To add information about a damage, click on the Add icon. The Damage window appears as shown in Figure 4.12.4.23.

Figure 4.12.4.23

In the Extension/IP list, select an extension (telephone number) or IP address for which the information about damage belongs.

In the From and To calendar boxes, specify the period when the extension or IP address was not operational. With the proper service settings on the Services configuration page, the services will not be charged during this period.

In the Description box, type a description of the damage.

Click Save.

A list of damages of the subscriber is displayed in the table of the page shown in Figure 4.12.4.22.

To edit the damage data, select the desired row in the table and click on the Edit icon on the toolbar.

To delete the damage data, select the desired row in the table and click on the Delete icon on the toolbar.

Creating a linked copy

If you need to change separate parameters of a subscriber, retaining the other previous settings, you should use a linked copy of the subscriber. The current subscriber will be deactivated and a new subscriber with data of the current subscriber will be created. You may change extensions (phone numbers), IP addresses, rate plan, a list of services, and other settings for the new subscriber.

To create a linked copy, on the Subscriber page, click on the New linked copy button. The New linked copy window appears as shown in Figure 4.12.4.24.

Figure 4.12.4.24

In the Subscriber add date calendar box, select a date from which the current subscriber will be deactivated, and a new subscriber will be created.

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