Tariscope 4.6. Administrator's guide

Chapter 4  Tariscope configuration

4.9 Telecommunications service providers

This configuration page is used to configure data of telecommunications service providers to which your telephone system or Internet equipment is connected. On the page you can set call rates for different directions, bind the rates to area codes, and bind a provider rates to the specific route of your telephone system. The configuration page should be applied when the appropriate settings have not been entered at the Tariscope Initial configuration, or you need to enter parameters of other telecommunications providers.

Providers

The Tariscope installation package includes data of some providers. In order to determine whether is the data of the desired telecommunications provider in Tariscope, select in the menu Providers and rates → Providers management. The Providers page is displayed as shown in Figure 4.9.1.

Figure 4.9.1

In the right pane of the page, the table is displayed that contains a list of providers. Except of providers that are displayed in the table there is a possibility to import other providers from the SoftPI website. To get a list of providers from the website, click on the Import online icon on the toolbar. The Providers for import window appears as shown in Figure 4.9.2. If the window contains the required provider, select the row, and click Start import. The import may take several minutes. After the import, the desired provider is displayed on the Providers page (Figure 4.9.1).

Figure 4.9.2

If the desired provider is absent in the list, you should add it. To add a new provider, click on the Add icon on the toolbar (Figure 4.9.1). The New provider window appears as shown in Figure 4.9.3.

Figure 4.9.3

In the Name box, enter the provider name. In the Description box, you can add some description. This is optional information. Click Save.

A new row appears in the providers table and the Tariscope menu. Select this menu item. The item contains the Outgoing and Incoming subbranches. Each of these subbranches contains the following configuration pages:

• Destination codes. The page allows you to assign a rate, category, and call type to the destination code.
• IP networks. The page allows you to assign a rate, category, and call type to the IP networks.
• Day types. If the provider rates have different values for different day types, you should specify such days.
• Rates. The page allows you to create, edit and delete rates.

If you do not need the provider data, you can remove it clicking the Delete icon on the toolbar.

When you have added a new provider, it contains destination codes from the Tariscope system. The list of codes is taken from the list of codes that you can see on the Common phone codes page. On this page you can add, edit, or delete an area code and its parameters.

In some cases, it is easier to add a new provider based on the provider’s data contained in the Tariscope database than creating it from scratch. In this case, select a desired provider that will be a prototype, and click on the Copy icon on the toolbar. As a result, a copy of the selected provider will be created. Further, you can rename this provider and modify its parameters.

You can keep a provider data into the file. In the future, you can import this data into Tariscope if it will be required. To keep a provider data, select it in the provider list (Figure 4.9.1), and click on the Export to file icon on the toolbar. The file will be saved in the folder that is used to download in your browser.

Also, you can export the providers table into the external file. The following file formats are supported: Excel, HTML, CSV, and PDF. To do this, click on the Export of the table icon on the toolbar, and select the desired format. The file will be saved in the folder that is used to download in your browser.

Do not confuse copying provider data to a file and copying the provider table.

If you have the provider data that was previously exported to the file, you can import this information into Tariscope. To do this, click on the Import from file icon on the toolbar, and select the file. The file should have the json format.

After creating a new provider, execute the addition or correction parameters of the provider.

Destination codes and IP networks

Creation and editing of the area and county codes is executed if you select in the menu: Providers and rates → specific provider → Outgoing or Incoming → Destination codes.

Creation and editing of the IP networks is executed if you select in the menu: Providers and rates → specific provider → Outgoing or Incoming → IP networks.

Destination codes

This configuration page allows you to assign the rate, call type, and category to the specific destination code.

Select the Destination codes page. The page will be as shown in Figure 4.9.4.

Figure 4.9.4

By default, all codes are grouped in a tree view. In this page you can perform the actions that are available using the Menu button or icons on the toolbar. There are available the next actions:

• Edit. Allows you to edit the following data of the selected row: rate, call type, and category.
• Clean rate. Allows you to remove previously assigned rate.
• Deselect. Allows you to deselect the selected rows.
• Information. Opens the help window contained information of how to find the desired codes.
• Disable tree. The switch allows you to turn on or turn off displaying the codes tree.
• Multiselect. The switch allows you to turn on or turn off selecting multiple rows in the table.

To search the desired code on the page, use the Search box.

You can set a rate and other parameters to the specific code or group of codes. To select a group of codes you should turn on the Multiselect switch and use the Shift or Ctrl buttons on the keyboard. Then, click on the Edit icon on the toolbar. The Edit tariff for this code window appears. An example of the window is shown in Figure 4.9.5.

Figure 4.9.5

In the Rate list, select the desired rate for the destination code. If there is no required rate, you should create it as it is described in the section 4.8.

In the Category list, you can select the desired call category for the code. This parameter can be used to filter calls, create reports, or to set restriction to make calls to this code.

In the Call type list, select the desired call type, if you do not like that call type that are assigned to the code in Tariscope by default. For example, you have offices in two cities, and you want to assign the corporate call type for calls between these offices.

If you selected the node element of the code tree and want that your settings are applied to all codes of the node, you should turn on the Apply also to nested codes switch.

Click Save.

If there is no required destination code in the Tariscope database, you can add it. It may be an area code, country code or specific phone number. To do this, you should go to the Common phone codes page.

IP networks

This configuration page allows you to create IP network and assign the desired rate and category to it. An example of the IP networks page is shown in Figure 4.9.6.

Figure 4.9.6

The toolbar of the page contains the Menu button and the following icons:

• Add. Allows you to add the data of a new IP network.
• Edit. Allows you to edit the data of the selected IP network.
• Delete. Allows you to delete the selected network.
• Export of the table. Allows you to export the table to the external file of the following formats: Excel, HTML, CSV, PDF.

To add a new IP network, click on the Add icon. The New IP network window appears as shown in Figure 4.9.7. 

Figure 4.9.7

In the Description box, enter the IP network name.

In the Network box, enter an IP address of the network.

In the Mask box, enter a subnet mask.

In the Rate list, select the desired rate.

In the Category list, select the desired category if you want to filter or create reports using the category.

Click Save.

Day types

The Day types configuration page is used if the rates have different values for different day types. If the rates do not depend on the day type, you do not need to use the configuration page. An example of the page is shown in the Figure 4.9.8.

Figure 4.9.8

The toolbar of the page contains the Menu button and the following icons:

• Add. Allows you to add a day type.
• Edit. Allows you to edit the selected day type.
• Delete. Allows you to delete the selected day type.
• Export of the table. Allows you to export the table to the external file of the following formats: Excel, HTML, CSV, PDF.

To add a new day type, click on the Add icon. The New day type window appears as shown in Figure 4.9.9.

 Figure 4.9.9

In the Description box, enter the day type name.

In the Day calendar box, select the desired date.

In the Day type list, select the desired day type. The list contains the following options:

• Workday.
• Saturday.
• Sunday.
• Holiday.

If this day type should be applied every year, turn on the Every year switch.

Click Save.

Rates

This configuration page is described in the section 4.8.

Common phone codes

The Common phone codes page is used to modify a list of destination codes that are applied for all telecommunications providers in Tariscope. If you have selected the item in the Tariscope menu, the Common phone codes page appears as shown in Figure 4.9.10.

The toolbar of the page contains the icons and the Menu button that duplicates the icons.

 Figure 4.9.10

There are accessible the following icons:

• Add. Allows you to add a new phone code.
• Edit. Allows you to edit the selected code.
• Move. Allows you to move the selected code to another branch of the tree.
• Delete. Allows you to delete the selected code.
• Deselect. Allows you to deselect the selected codes.
• Information. Opens the help window contained information of how to find the desired codes.
• Import wizard. Starts the wizard that import codes, destination name, and rates from the external sources into the Tariscope database.
• Import from the file. The option is used if Tariscope does not have access to internet and you received the file with codes from SoftPI by email or another way.
• Import online. Allows to import the detailed codes list for the specific country or all countries from the Tariscope site. Excluding these icons, the menu contains two switches.
• Disable tree. The switch allows you to turn on or turn off displaying the codes tree.
• Multiselect. The switch allows you to turn on or turn off selecting multiple rows in the table.

By default, Tariscope includes only the main phone codes. To get all codes of the desired country or all codes, click on the Import online icon on the toolbar. The Import options window appears as shown in Figure 4.9.11.

Figure 4.9.11

To clear all your choices, click on the Unselect button.

You should understand that the choice of all countries may take a long time.

Click on the Start button to start the import.

Another way to fill the Tariscope database is the import of codes from the external file. Click on the Import wizard icon on the toolbar. The Import wizard page appears as shown in Figure 4.9.12.

Figure 4.9.12

Click Start.

The page will look as shown in Figure 4.9.13.

In the File type list, select the file type that contains codes. The following file types are supported:

• Microsoft Excel 2007 (.xlsx).
• Microsoft Excel 2003 (.xls).
• Microsoft Access (.mdb).
• Microsoft Access 2007 (.accdb).
• Comma separated (.csv).
• Text (.txt).
• dBase III (.dbf).

 Figure 4.9.13

Click on the Choose button and select the desired file.

Click Next. If you have selected, for example the xlsx file, the page will look as shown in Figure 4.9.14.

Figure 4.9.14

The Available tables list contains a list of the available sheets in the file. Select the required sheet and click Next. An example of the page is shown in Figure 4.9.15.

Figure 4.9.15

The Fields section contains a list of parameters which you can import into the Tariscope database. It includes the following fields:

• Code. A country, area, or phone code.
• Name. A code description.
• Rate name. A rate name that is associated with the code.
• Rate. A rate associated with the code.
• Call type. A call type associated with the code.
• Category. A category associated with the code.
• From date. The date from which the code is applied.
• To date. The date to which the code is applied.
• Rate direction. It shows that the code is applied to outgoing or incoming calls.

The Source data section displays fields of the file. In each list of the Fields section, you should choose the field from the file that corresponds to the list name. For example, for current example you should select the Code name in the Code list and the Description name in the Name list.

Click Next. The wizard page will look as shown in Figure 4.9.16.

Figure 4.9.16

If your external file contains the rates data that you wish to import together with codes, turn off the Import codes only switch. The Provider and Default rate plan list become active. In the Provider list, select the provider for which the rates import will be executed. In the Default rate plan, select the default rate plan name.

Click Import. The import will be executed.

If your Tariscope server does not connect to the internet to import the destination codes, you should contact the SoftPI Support Team. They can send you the file with the codes. In this case, to import the code to the Tariscope, click on the Import from file icon on the toolbar (Figure 4.9.10) and select the file.

If you have found that the required code is absent in the Tariscope database after any option of the import, you can add a new code manually.

To add a new code, click on the Add icon. The Add new phone code window appears as shown in Figure 4.9.17.

Figure 4.9.17

If you are planning to use Tariscope on different languages, turn on the Apply to all languages switch.

In the Name box, enter the description for the phone code. It may be a city name, mobile operator name, name of a company, or others.

If in the Name box you have entered the city name, you can specify a country name and region, where the city is. Enter this information in the Text in brackets box.

If you need to add a phone code from your city, turn on the Is local switch.

If you want that Tariscope automatically find the parent item, turn on the Automatically find parent item switch. Otherwise, the new code will add as a subbranch of the previously selected item.

In the Enter code box, enter the required code. The code should at least include the country code for the country; the country code and area code for the destination such as a city, town etc. The area where the entered code is applied is display on the map of the Numbering zone section.

In the From date calendar box, you can specify the date from which the code will be applied.

In the To date calendar box, you can specify the date to which the code will be applied.

Click Save.

Moving a code to another branch

If you need to move a code from one branch to another, you should select the desired code and click on the Move icon on the toolbar. The Move window appears as shown in Figure 4.9.18.

Figure 4.9.18

In the New parent item box, enter the code of the new parent and click Move.

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Tariscope 4.6. Administrator's guide

Chapter 4  Tariscope configuration

4.8 Rates

Tariscope Provides a powerful and flexible call rating that takes into account a currency, day type, time of day, different types of rounding, free seconds, and many others. Tariscope supports separate rates for outgoing and incoming calls. Therefore, you should set rates separately for outgoing and incoming calls that were made through the specific telecom provider.

To create rates in Tariscope, in the menu, select Providers and rates → a required provider → Outgoing (for outgoing calls) or Incoming (for incoming calls) → Rates. The Rates page appears as shown in Figure 4.8.1. If you do not have the required telecom provider, create it as that is described below.

Figure 4.8.1

The page contains the toolbar, the Search box, a list of rate plans, and the rate table.

To create a new rate, click the Add icon on the toolbar. As a result, the New rate page appears as shown in Figure 4.8.2.

Figure 4.8.2

In the topmost list, select the desired rate plan for which you will set the rate data. For users of the Tariscope Enterprise edition a concept of rate plan is usually not used. As a rule, for the Tariscope Enterprise edition is enough to use only the Base rate plan.

In the Name box, enter the rate name.

Click on the "+" button located to the right of the From calendar box. The current date is set as the first date of the rate. To change the date, click on the calendar button and choose the desired date.

You must correctly set the rate date, since if a call will have a date earlier than the rate date, the cost calculation of such a call will not be performed or performed incorrectly.

You can also add a new date to the existent rate. This allows to edit its parameters or type a new rate value, which will be used from a new date.

To change the rate date, click on the calendar button and select a new date.

To remove the rate date, click on the Delete button and then add a new date.

The New rate page includes three tabs: Rate, Modifiers, and Accounts.

 The Rate tab

  The Rate tab is used to type the main rate parameters.

In the Currency list, select the rate currency. The main currency that you set in the system is display by default.

A table of rate parameters contains at least one row if a rate value does not depend on the day type and time of day. In this case the values of the Day type, Rate factor, From hour and To hour columns are not edited. If a rate value depends on the day type and (or) time of day, you should add rows to the table with the appropriate parameters.

In the case where the rate value is applied for 1 minute, in the Rounding list, select the To minutes value. This is the default value. In this case, the second column of the rate table is called the Rate per 60 s. In that case, where the rate value is applied for 1 second, in the Rounding list, select the To seconds. In this case, the second column of the table is called the Rate per 1 s.

To type a rate value, select the desired row in the rate table, and click on the Edit icon in the toolbar. The Edit modifier window appears as shown in Figure 4.8.3.

Figure 4.8.3

If the rate period is 1 minute, enter a rate value in the Rate per minute box. The Rate per s. box will display the appropriate value.

If the rate period is 1 second, enter a rate value in the Rate per s. box. When you enter a value in this box, the value of the Rate per minute box is automatically recalculated.

In the case where this window is opened for the first row of the rate table, the following boxes are not edited: Rate factor, From hour, To hour, and Day type.

If the rate cost may not be less than a minimal specific value, you should type this value in the Minimal call cost box. All call costs that are less than this value will be rounded up to the value.

The Rate factor, From hour, To hour, and Day type boxes are available for editing only for the second and subsequent rows of the rate table (Figure 4.8.2). These parameters are used when a rate is changed in dependence of the time.

The Rate factor box allows to set a rate value using a factor with respect to the base value of the rate, i.e. the rate value that has been entered in the first row of the rate table. When you type a value in this box, the values of the Rate per minute and Rate per 1 s. boxes are automatically recalculated.

The Hour from and To boxes allows you to set the time range when the rate value is applied. You can enter only integer values of hours in these boxes.

The Day type box specifies the type of the day for which the rate value is applied. Select from the following:

• Workday,
• Saturday,
• Sunday,
• Holiday.

After entering all data, click Save. A new row will be added in the rate table (Figure 4.8.2).

To add a rate for the specific type date or time period to the rate table click on the Add icon on the toolbar (Figure 4.8.2).

To edit a rate, select it in the rate table and click on the Edit icon on the toolbar.

To delete a rate for the specific type date or time period, select the rate and click on the Delete icon on the toolbar.

As described above, you may specify various options of the period of rounding. To do this, use the Rounding list (Figure 4.8.2), which contains the following options:

• To minutes. In this case, if the Round down switch is off, the call duration is rounded to minutes. For example, a call duration of 1 minute 8 seconds will be rounded to 2 minutes. Accordingly, when the Round down switch is on, the call duration of 1 minute 51 seconds will be rounded to 1 minute. Similarly, when using a rate for data, the received / transmitted data will be rounded to a megabyte.
• Round to seconds. A call duration is rounded to seconds.
• Custom rounding. If you select this option, the Account every box is active. In this box, you should specify the desired number of seconds to which a call duration will be rounded. For example, if rounding will be set to 6 seconds, the call duration of 13 seconds will be rounded to 18 seconds.

The Minimal duration box (Figure 4.8.2) allows you to specify a value to which all calls with duration less than this value will be rounded. For example, if you specify rounding to minutes and a value of the Minimal duration box is 2, then all calls less than 2 minutes will be calculated as calls with duration of 2 minutes.

To specify number of digits after decimal point in a call cost or traffic cost, use the Digits after decimal box.

If the Round down switch is off, the call cost will be rounded up. If the switch is on, the call cost will be rounded down.

If you do not need other rate settings, click Save. In the rate table (Figure 4.8.1), a new row appears.

 The Modifiers tab

 The Modifiers tab is shown in Figure 4.8.4.

Figure 4.8.4

The Modifiers tab allows to modify the call cost in dependence of number of parameters.

The Free seconds box allows you to specify the number of call seconds, which will be taken into account in some situations. When a call duration is less than a value is specified in this box, the call duration shall be considered null. When a call duration is longer than the value, all call seconds will be accounted in the call duration.

The Subtract seconds box allows you to specify the number of call seconds that will be deducted from the call duration and the cost of these seconds will not be charged. For example, if you set value of 5 in the box, this means that a call duration of each call will reduce on 5 second before the call cost calculation.

In the Connection costs partition, you can set parameters which will change the call cost by adding a connection cost.

This setting is applied only to the Tariscope Provider edition.

In the Less then box, you can specify the value of the call cost, which affects the calculation of the connection cost value. If the call cost is less then this value, the connection cost value is applied from the Conn. fee box, which is located on the right from the Less then box. Otherwise, the connection cost value is applied from the Conn. fee box, which is located on the right from the Else position.

Tariscope allows to change a rate depending on the duration of each call or all calls for one month. This setting is specified in the Service amount dependency partition.

For example, the rate value of X should be applied to each call with duration to 600 seconds. If a call duration is in the range from 600 to 1200 seconds, you should apply the rate value of Y. Finally, the rate value of Z should be used for a call duration more than 1200 seconds. A similar approach can be applied to all calls for one calendar month. If the Single call switch is off, the rate modification defined in this partition will be applied to all calls for one calendar month. To specify parameters of the rate modification, click on the Add icon on the toolbar. As a result, the New stage window appears as shown in Figure 4.8.5.

Figure 4.8.5

In the Quantity box, type a value of seconds to which will be applied the factor.

In the Factor box, type a factor value that is applied to the base rate.

Click Save. A new row with entered parameters will be displayed in the table (Figure 4.8.4).

Repeat the above steps to enter new parameters.

The entered data for the above example is shown in Figure 4.8.6, where the rate of X is calculated as the base rate, multiplied by the factor of 1, the rate of Y as the base rate, multiplied by the factor of 0.9, and the rate of Z as the base rate, multiplied by the factor of 0.7.

 Figure 4.8.6

 The Accounts tab

The Accounts tab is used to set the parameters associated with the charging of service cost to a customer's (subscriber's) account. This tab is used only for the Tariscope Provider edition. An example of this tab is shown in Figure 4.8.7.

Figure 4.8.7

If the call costs with this rate are not required to charge to the customers' accounts, turn off the Enable accounting mode for this rate switch.

If a customer has multiple extensions / IP addresses and you want to perform the charging of call cost / IP traffic cost to each extension / IP address separately, turn on the Every subscriber's number separately switch. By default, the switch is off.

In the Description box you can type a text that will be used in the customer's account when charging the call cost is executed. Accordingly, this description will be used at formation of billing documents and reports. You can use the same description for some rates. For example, you have some international rates for different directions, but you want all calls to these directions keep in one record. To do this, you should enter, for example, the value of International in the Description box for all international rates.

When you have entered all the parameters of the rate, click Save. In the table of rates (Figure 4.8.1), a new line appears with the entered data.

The rate table (Figure 4.8.1) allows to perform actions, which are available from the toolbar or from the menu (it appears when click on the Menu icon on the toolbar):

• Add. The icon is used to create a new rate.
• Copy. Allows you to create a copy of a selected rate. It is recommended to use this action when you enter a rate that is not significantly different from the selected rate.
• Edit. Allows to edit the parameters of the selected rate.
• Copy from plan. This item is used when there are multiple rate plans (for the Tariscope Provider edition). Allows you to copy all parameters of the selected rate to another rate plan.
• Delete. Deletes the selected rate.
• Show all date entered. When you select this action, the rate table will be displayed all existing rates and also those which are inactive in the current time and was replaced by the new rates.
• Set provider. It allows you to bind the selected rate to the specific provider.
• Clean dates. Cleans dates and all data from the selected rate.
• Multiple rates. The item allows to multiply the selected rate values on the desired factor and save these changes in the rate.
• Setting columns visibility. If you click on the icon, a list of available columns to display in the rate table appears. You can check or clear the desired columns.
• Export to file. Allows you to export the rate table into the external file. Supports the following file format: Excel, HTML, CSV, and PDF.

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Tariscope 4.6. Administrator's guide

Chapter 4  Tariscope configuration

4.10 Telecommunications node

In Tariscope the subscribers (customers) belong to a specific telecommunications node, which can contain some telephone systems or routers. A subscriber can have some extensions (phone numbers) or IP addresses of any telecommunication equipment that is part of a particular telecommunication node.

To manage telecommunications nodes, choose Communication nodes → Node management in the Tariscope menu. If you did not create the node during the Tariscope initial configuration, the Node management page will be as shown in Figure 4.10.1.

Figure 4.10.1

The page contains a toolbar that includes the following icons:

• Add. Allows you to create a new telecommunications node.
• Rename. Allows you to rename the selected node.
• Edit. Moves on the Equipment page.
• Delete. Allows you to delete the selected node.
• Export of the table. Allows you to export the node table to a file of the following format: Excel, HTML, CSV, or PDF.

To create a new telecommunications node, click on the Add icon. The New node window appears as shown in Figure 4.10.2.

Figure 4.10.2

In the Node name box, enter the node name. For example, it can be your company name. Click Save. The new row with this name appears in the node table (Figure 4.10.1).

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Tariscope 4.6. Administrator's guide

Chapter 4  Tariscope configuration

4.4 Rate plans

In Tariscope a rate plan (tariff plan) means a set of rates from one or more telecommunications service providers, which are applied to one or group of customers (subscribers) to charge the cost of calls, telecommunications services and Internet traffic. A rate can be included in more than one rate plan.

At the simplest case and primarily for users of the Tariscope Enterprise edition, a single rate plan can be used for all subscribers of a single telephone system or data device.

To select, create or edit a rate plan, click on the Rate plans item of the Tariscope menu. As a result, the Rate plans page is opened. An example of the page is shown in Figure 4.4.1.

Figure 4.4.1

By default, the Tariscope installation includes two rate plans: Base and Preferential. The administrator can change these names or deletes the rate plans. A name of a rate plan can be arbitrary and comprehensible for the Tariscope administrator.

As mentioned above, usually the Base rate plan suffices to configure the Tariscope Enterprise edition. Other rate plans are not necessary in this case.

Primarily this configuration page is necessary for telecommunications service providers.

To create a new rate plan, you should click on the Add icon on the toolbar. As a result, the New rate plan page appears as shown in Figure 4.4.2.

Figure 4.4.2

In the Name box, enter the rate plan name.

In the Description box, you can enter a description of the rate plan. This is an optional field.

If your new rate plan has some attributes, enter them in the Attribute box. For example, such attributes can be attributes of RADIUS server to set restrictions for subscribers, in the case Tariscope interacts with the RADIUS server.

If a rate plan must include the fixed services, for example, the monthly subscriber fee, you should add these services into the rate plan. Click Add icon on the toolbar of the Services section. The Add window appears as shown in Figure 4.4.3.

Figure 4.4.3

In the Service list, select the desired service. If the required service is absent in the list, create the service. How to create a new service see in the appropriate section of the documentation.

In the Description box, you can type a description of the service. This is an optional field.

In the Quantity box, type the quantity of the service that the rate plan will include. By default, the value is 1.

In the From date and To date calendar boxes you can set a period when the service will be applied. If these dates aren't set, it is considered that the service is applied permanently.

Click Save. The service will add to list of services (Figure 4.4.2).

If you need to edit a service from the rate plan, select a row with this service (Figure 4.4.2) and click on the Edit icon on the toolbar.

To delete a server from the rate plan, select a row with this service (Figure 4.4.2) and click on the Delete icon on the toolbar.

To save the rate plan parameters, click Save.

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