Alcatel-Lucent OmniPCX Enterprise Communication Server. Internal Accounting - Administrator Manual

Transcription

1 AlcatelLucent OmniPCX Enterprise Communication Server Internal Accounting Administrator Manual

2 Legal notice: Alcatel, Lucent, AlcatelLucent and the AlcatelLucent logo are trademarks of AlcatelLucent. All other trademarks are the property of their respective owners. The information presented is subject to change without notice. AlcatelLucent assumes no responsibility for inaccuracies contained herein. Copyright 2014 AlcatelLucent. All rights reserved. The CE mark indicates that this product conforms to the following Council Directives: 2004/108/EC (concerning electromagnetic compatibility) 2006/95/EC (concerning electrical safety) 1999/5/EC (R&TTE)

3 Chapter 1 Overview Introduction Overview General organization Chapter 2 Operation 1 Records User counters Communication Type Storing messages Checking consistency Storage in buffer memory Masking Filtering and storage on the hard disk Realtime record output via V24 (optional) Reading the record (reduced format) Reading the record (extended format)

4 Chapter 3 Operation 2 Realtime message output via Ethernet (option) Booth records (tickets) (Hotel version) Analysis records (optional) Filtering Analysis Financial report (optional) User counters Trunk counters Business account counters Global counters In the case of a duplicated Call Server Operation of network accounting Communications external to the network ABCF network/local communications Chapter 4 Operation Access to the accounting menus General configuration Basic parameters Specific storage parameters Specific external accounting parameters Printing parameters for realtime output User monitoring parameters Specific financial report parameters

5 Managing charged items Creating cost centers Managing Entities Managing users Specifying the accounting cost Managing business calls Chapter 5 Use 2 Accounting analysis (tracking) by the attendants Financial Report Chapter 6 Operating on an attendant set Analysis (tracking) from an attendant set Main Menu Resetting the counters to zero Resetting to zero the counters of a set Resetting to zero the counters of all the sets Screening the analysis List of users to analyze Financial Report

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7 1.1 Introduction The AlcatelLucent OmniPCX Enterprise Communication Server generates a record for an outgoing or incoming communication (whether private or not). The phone costs of the installation can be listed by analyzing the data contained in these records. It is also possible for the user sets and the attendant terminals to query these costs. 1.2 Overview Internal accounting provides a first level of accounting. It includes the following basic services: record storage in a database, the possibility of performing realtime record output, user monitoring or analysis by attendant. In addition, it offers a range of more "extended" services: entering costs in the form of a financial report, a hoteltype internal application, an interface for external accounting management (4760 or other application). When the public network does not transmit charge pulses to the private installation, an accounting software program is used to simulate charges. 1.3 General organization 11

8 Chapter 1 " " # Accounting records are messages transmitted after a communication. As soon as the records are received, they are processed by the accounting application (the procedures are set in management). This processing consists first of an optional filtering of the tickets. The data is then either stored (after being checked and masked) or printed in realtime. If the "realtime" option exists, after filtering, a record is transmitted: 12

9 " " # either via a V24 connection: the record includes the main communication parameters, or via an Ethernet connection: the record lists the main communication parameters, If a storage formula is chosen, the data can be filtered (by several separate filters). The database format can be: SQL to create a financial report, ASCII to process via the Hotel/Hospital application or via an external application (Alcatel 4760 or another application). If storage damage is detected, the records will be sent to the realtime V24 output; the others are lost forever. For a hotel/hospital type installation, according to installation options and the management performed, accounting data is sent to the hotel/hospital application. The (optional) financial report is used to print out the accounting data stored on the hard disk. This output, the frequency of which can be managed from the attendant terminal or from the system management, indicates cost distribution either globally or by charged item (user cost center, translator are, trunk, trunk group, project number). 13

10 Chapter 14 1 " " #

11 2.1 Records During an external communication, the call can be transferred, overflown, stored, etc. All these operations change the termination it is relating to. An accounting record is created on each new connection and when the trunk is released. On an outgoing call, an accounting record is created even if the trunk has not entered conversation (incomplete dialing, external party busy, etc.). On an incoming call, an accounting record is created when the trunk enters ring or conversation mode (set or attendant answer to the initial call). 2.2 User counters Reminder: to be taken into account by the accounting process, users must be declared "recorded" ("ticketed") in management. As soon as an accounting message is transmitted, the PABX internal counters are incremented. 3 counters per user are specified: 1. total accounting units or cost since the last reset, The unit (cost or accounting) for the selected counters is chosen by the system management and concerns all the installation sets. 2. number of accounting units or cost of the last call, 3. number of outgoing calls since the last reset. The use of the counters is possible for the user or/and attendant. The authorized attendant can read all the user counters and perform an individual or a general reset. On a set with a display, a user can read (after dialing a prefix) two of his own counters: total accounting units or cost since the last reset, number of accounting units or cost of the last call. On a 4035 set or an AlcatelLucent 8/9 series set with softkeys, the user can also view the date of the latest reset. 2.3 Communication Type There are three different types of communications: "Normal" call. The charging is performed on the outgoing (or incoming) user of the communication. "Business Account" call. The communications can be accounted on a specific project. An account number is then declared and each user dials a prefix (followed by the business account number) before dialing the phone number. All the communications of a given account are then grouped in a same section. 21

12 Chapter $ Personal call. Communications can be charged on the user's personal account; the user must dial a specified prefix before dialing the number. Storing messages Before it is stored, each accounting message passes through the steps listed in the paragraphs below: Checking consistency Message consistency control is used to apply accounting messages storage rules according to: the options installed on the PBX (financial report, accounting external application), system management parameters (message storage, files for external accounting, financial report). Storage in buffer memory Initially, the message is stored in a buffer memory (also called simply "buffer"), which consists of a RAM memory on the CPU board. This buffer is transferred to the hard disk when it reaches its filling rate. This rate, specified in system management, accepts values between 20% and 60%, i.e. 100 to 300 messages. The 60% maximum threshold is designed to provide a reserve: new messages can be stored while the buffer is purged to the hard disk. In the case of an installation equipped with a duplicated CPU, the buffer content is also duplicated on the two CPUs. On PBX shutdown, the content of the buffers is saved on the hard disk. It is restored on the next startup Masking The masking of transmitted numbers can be managed at system management level. Depending on the type of communication (normal, project and personal), different masking operations can be defined Filtering and storage on the hard disk The maximum storage capacity on the disk can be set by system management. It depends on the max. size of the hard disk. The maximum authorized (and considered) value depends on the capacity of the partition of the disk designed for record storage. The filling rate is permanently monitored with two thresholds. When a threshold is exceeded, an alarm is triggered. Thresholds can be programmed at system management level and the values are expressed as percentages of the total available capacity. Reminder: The storage of the accounting messages on the PBX hard disk is carried out in one or two forms according to the consistency check result: 22

13 $ an SQL data base, used by the financial report, a compressed ASCII file, designed for the Hotel/Hospital application or for an external accounting application For each one of these types of storage, the messages can be filtered. Accounting message filters are used to prevent unnecessary data storage on the PBX hard disk. They are defined in management (see Internal accounting Operation General configuration ) SQL data base The data contained in the SQL data base is not accessed directly by the user. It can be used by the financial report option of the PBX. The space reserved for the data base on the hard disk (expressed as Megabytes) can be parametered via system management. To check the filling level of the disk, management is used to set two alarm thresholds. These alarms trigger incidents at the level of the system console. Messages are erased by the financial report Compressed ASCII file As calls are performed, an ASCII file containing the accounting messages is generated. This file is compressed, named and then stored on the hard disk. It is updated and stored as soon as: the current time of the last accounting message is different from the time of the previous one, no message has been received for 90 minutes and the non compressed ASCII file contains at least 1 message. The maximum number of compressed files stored on the hard disk cannot exceed 744 and corresponds, depending on traffic, to a minimum period of 31 days (uninterrupted traffic 24/24 H). When the maximum number of files authorized is exceeded, the most recent file will replace the oldest. The application manager can define the number of days for which the files are to be kept. This number, between 1 and 31, defines the connection periodicity of the external accounting application Storage damage If during operation, an unexpected problem concerning storage occurs (defective mains, table damaged, partition full, etc.), the accounting messages will be directed to the realtime output via V24.. Caution: To avoid duplicating the output, message output in the case of damage only takes place if the «realtime via V24» or «realtime on Ethernet» option is not available. The output of the first message triggers an incident. This incident is repeated every N edited messages (where N, a multiple of 100, is defined in management). 2.5 Realtime record output via V24 (optional) 23

14 Chapter $ 2 A record is sent at the end of each communication. When the printer is not available, messages are stored in a buffer (which can contain up to 500 messages) and an incident is transmitted to the system console (incident n 275). Above this threshold, the next messages are lost. When the printer is available again, an alarm message is sent, then the records are printed. The connection is via a V24 channel of the AlcatelLucent OmniPCX Enterprise CS programmed in system management. Records can be printed: on one line (reduced format), on 2 lines (extended format). The format is selected in management Reading the record (reduced format) changeend changebegin The format of the ticket is as follows: Note: The digits between brackets indicate the number of characters for each field. CCN the four first characters of the name of the "recorded" user's cost center. Hour Time of communication end (in the form hh : mm) ; the seconds are stored in the base but are not displayed. Duration Call duration (hhh: mm: ss). Cu/Cost Number of charge units or cost of the call (8 digits). The label displayed in the header depends on the choice of the unit, determined in system management. The meaning of the other fields is given in the list of extended record fields (see Reading the record (extended format) ). The current date of the tickets is shown at the top of each page (see example). Example of realtime record output (reduced format) 1999/03/03 13:20:01 Page 11 Subscr. CCN Trf.Sub Called number Hour Duration Cost PNI P C A CF :20 00:06: O N B A CF :22 00:30: O N B A Reading the record (extended format)

15 $ changeend changebegin Dialing the record: Note: The digits between brackets indicate the number of printed characters for each field. Meaning of the fields: Subscr. set connected to the trunk (eight digits maximum). Special cases: if the communication started from a call pickup, or call park, it is the directory number of the set from which the operation has been made which is indicated, in case of call park, the indicated directory number is the number of the set on which the call has been parked, in case of external forwarding, it is the directory number of the forwarded local set which is indicated, in case of trunk trunk transit, this section contains the trunk group number which initiates the transit, under the form of FS + trunk group nbr (2 characters). When the bundle initiating the transit is a priority bundle, the field contains the bundle number under the form of FS + bundle nbr (2 characters). Name User name (16 characters). CCN Cost center name of the "recorded" ("ticketed") user (10 characters). EndCallTime Date and time of end of communication in the form AAMMJJhhmm. Duration Call duration (hhh:mm:ss). Cu/Cost Number of charge units or cost of the call (9 digits). The label displayed in the header depends on the choice of the unit, determined in system management. VSACMF seven characters indicating the various features implemented during the communication. Meaning: V: VPN/ISVPN facilities. Possible values: V: the VPN facility (overflow by ISDN with Private/Private service level maintained) is used for the communication, I: the ISVPN facility (information exchange between PBXs by UUS minimessaging) is used for the communication. 25

16 Chapter $ 2 S: ARS feature. S: automatic route selection is used for the communication. A: speed dialing facility. The communication has been carried out by dialing an speed (abbreviated) dialing prefix. C: collective abbreviated dialing, I: individual abbreviated dialling (DIRECTORY). T: remote charging unit facility. D: during call. The charging units are sent from a previously determined threshold, E: at the end of the call. The charge units are sent at the end of the call, S: at the start of the call. The charging units are sent in realtime from the start of the call. M: minimessage (sets or SUU) programming. R: forwarding facility (ISDN or internal service). B: on busy, R: on no answer, U: unconditional. D: redirected call (forwarding, interception, overflow). O external operator used for the communication. Possible values: O: not specified, A: ARS table number 1, B: ARS table number 2, C: ARS table number 3, J: ARS table number 10. Trf. Sub Number of the set which has made a transfer (8 digits). Called number External number transmitted or caller number in the case of an ISDN communication with caller identification. The masked characters are replaced by dashes. This field contains 20 characters. If the number transmitted/received has more than 20 characters (30 maximum), only the first 20 appear in this field. P Communication type (one character). Possible values: B: business call, N: normal call (made by dialing a line seizure prefix or an abbreviated number), P: personal communication, G: guest call. Code For a professional call: business code number (12 characters) For a personal call: personal ID number. In all other cases, nothing is entered in this field. 26 PNI

17 $ business code number (number included between 1 and 9999). The value 0 indicates that it is not a business call. SBNode Number of the recorded subnetwork and node (six characters). The three far left characters indicate the number of the subnetwork. The three far right characters indicate the number of the recorded node. TKNode Number of the recorded subnetwork and node (six characters). The three far left characters indicate the number of the subnetwork. The three far right characters indicate the number of the trunk node. TGN This trunk group number is between 0 and Trunk Number of the trunk used for the communication. C Communication type (one character). Possible values: A: not specified, B: voice type communication, C: V24 Data communication. A V24 termination is required for the communication. A Call type coded by one character. Possible values: A: public network o/g (recorded and public trunk on the same node), B: public network o/g through the private network, C: private network o/g (recorded and private trunk on the same node), D: internal internode call to the private network (caller node), E: public network i/c (recorded and public trunk on the same node), F: public network i/c via the private network, G: other cases, H: public o/g from the private network (public trunk node), I: private o/g from the private network (private trunk node), J: public i/c on private network (public trunk node), K: private i/c on private network (private trunk node), L: L :public or private o/g via the private network, M: public or private i/c via the private network, N: private network i/c (recorded and trunk on the same node). Example of realtime ticket output (extended format): 2002/03/03 23:25:01 Page 10 Subscr. Name CCN Date Duration Cost VSACMF O Trf.Sub Called number P Code PNI SBNode TKNode TGN Trunk C A Agent0 CF :09: O N B A VIGOTTE Sarah CF :07: O N B A 27

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19 3.1 Realtime message output via Ethernet (option) Realtime message output on the Ethernet network is used to transmit records in extended format (as they are created) to an accounting application external to AlcatelLucent OmniPCX Enterprise CS. The number transmitted can be masked on these messages according to the type of communication (normal, business, personal). The messages are filtered. The format of these messages is the same as the format of the messages stored in compressed file format. Important: Realtime support is exclusive: selection of message output via Ethernet inhibits the use of ticket output on a V24 link and vice versa. The link is protected by a buffer with a capacity of 2,500 messages. Each message sent contains the following information: «charged number» (number of the recorded user), «calling number» (directory number), number transmitted/received (may be masked), «call type» (type of record), «com type» (type of communication), «trunk group identity» (o/g trunk group number), «trunk identity» (trunk number), «charge units» (number of charging units), «costinfo» (cost of the communication), «duration» (duration of the communication), «end call time» (end of communication time), «ext facilities» (ISDN additional services used during the communication), «personal» (personal, project or normal communication), «trunk node» (trunk node), «U2U volume» (number of bytes exchanged in «ISDN messaging»), «bearer capability» (type of ISDN support), «HLC» (type of teleservice used in ISDN), «charged party subaddress» (subaddress of recorded user), «costtype» (type of cost (ABCF, PCM, etc.), «spefic charge info» (specific charging information without charge units), «charged user name» (name of recorded user), «charged party node» (recorded user node), «charged cost center» (recorded user party cost centre), 31

20 Chapter $ «internal services» (PCX internal services used during the communication), «carrier» (public network operator), «accesscode» (project number or personal identification), «initial dialed number» (number initially called or dialed), «redirected call indicator» (deflected call), «effective call duration» (time of change to conversation), «waiting duration» (wait duration), «actingextension» (directory number of the physical set (case of the substitution in local call)), «callednumbernode» (node number of the called party (local call)), «callingnumbernode» (node number of the set having carried out the transfer (local call)), «initialdiallednumbernode» (number initially transmitted (local call)), «actingextensionnode» (node number of the physical set (local call)), «transittrunkgroupidentity» (name of the incoming trunk group in transit (local call)). Booth records (tickets) (Hotel version) This internal charging function results in realtime output of a ticket on the printer when a communication is made from a booth set. The numbers transmitted can be masked according to the type of communication (normal, business, personal). The messages from which these records are output, are filtered. The V24 link is backed up (see Internal accounting Operation 1 Storing messages) by a buffer with a capacity of 500 messages. The tickets are the same as those described in Internal accounting Operation 1 Realtime record output via V24 (optional). 3.3 Analysis records (optional) This internal accounting option is used to monitor one, or several, or all subscribers. This monitoring can be configured by filters. These filters can be modified from the attendant terminal 1and from management system (see Internal accounting Operating on an attendant set ). Traffic analysis reports are printed out via a V24 backed up link by a buffer with a capacity of 500 messages. The records are identical to those output in realtime V24 (see Internal accounting Operation 1 Realtime record output via V24 (optional)), the user having a choice between two formats: reduced or extended Filtering The filtering is carried out according to the following criteria: by user (10 maximum)(*), by charge units or costs(*), 1 32 The attendant can only access the three criteria in the list followed by (*).

21 $ by duration threshold(*), by trunk group (2 maximum), by dialing (prefix or number transmitted) (10 maximum), by cost center (2 maximum), by business account number (10 maximum). You can use several filtering criteria at the same time in order to refine record monitoring. Masking of the numbers sent can be managed at system management level. For each type of communication (normal, business, personal), a different mask can be defined Analysis The attendant can supervise a user: either by a manual and sequential reading of individual counters, or by automatic monitoring. The printer is connected according to the V24 standard. Unlike realtime analysis, automatic analysis can be configured with filters. The characteristics of these filters can be modified from an attendant set when it is in idle position. These filters concern: the user or a user group, the number of charge units or the cost, the duration of the call. From the management system, other filters can be managed in addition to those mentioned above: on a trunk group (2 max), on prefixes (10 max), on cost centers (2 max), on Entity numbers (2 max) (in a later version), on business numbers (10 max). Modifying filters: the prefixes listed here are not the trunk group seizure prefixes but the first digits of the external number dialed. Several filters can be activated at the same time. The record is edited if it responds to at least one of the activated filters. 3.4 Financial report (optional) The financial report is an output used to indicate the cost distribution for a given analysis (tracking) period. The financial report only takes into account the communications with a non null number of charge units. It does not consider hotel/hospital type subscriber reports. Output is automatically activated at the end of the period. The printer is connected to a V24 port on the PBX. 33

22 Chapter $ 3 The counters used by the financial report are divided into 4 parts: user counters (sets and data terminals), trunk counters, business (project) counters, global counters. Caution: When a financial report is run, the messages stored on the hard disk will be deleted. Before this output, the file can be displayed at any time User counters For each user, the counters are: number of calls, total cost of the communications, cost per translator area, cost of personal communications. The output appears in table form and the first line of the table is: SUBCalls SCRIBERS Charge units Area 1 Area 2 Area 3 Area 4 Area 5 Pers Areas 1 to 5 correspond to 5 output areas, each representing the total of one or more of the 64 translator areas of the PBX. This selection is performed in system management Trunk counters For each trunk, the counters are: number of calls, total cost of the communications, total cost by trunk group. Business account counters For each project (business) number, the counters are as follows: number of calls, total cost of the communications, total duration of the communications. The output is as follows: PROJECT NUMBER Calls Total cost Duration Global counters

23 $ This output displays the total cost, at installation level, of the following counters: number of calls, cost, cost of area 1, cost of area 2, cost of area 3, cost of area 4, cost of area 5, personal calls. The correspondence between these areas and the translator areas is output. 3.5 In the case of a duplicated Call Server In a duplicated installation, all the records are sent to the main Call Server and to the backup Call Server. In the case of a switchover (problem on the main Call Server), no records are lost. Setting up a backup Call Server requires an Ethernet link between the two Call Servers and the duplication is performed with the "Mastercopy" tool. During setup phase, only the phone records are memorized (no realtime output, no charging parameters management operations on the sets, no acknowledgement of hotel parameters). On each "reset" (shutdown) of a Call Server, the "Mastercopy" procedure must be applied to guarantee full duplication of the Call Server. In the case of an installation equipped with a duplicated CPU, the user counters are also duplicated. 3.6 Operation of network accounting Communications external to the network In all cases of communication external to the network (I/cO/g, public/private non ABCF), the record is generated on the trunk node connected to "the outside". The record can be sent to the user node. 35

24 Chapter 3 $ Figure 3.1: Examples ABCF network/local communications In all the cases of network/local communication, the ticket is generated on the node of the calling party and on the transit node(s). 36

25 $ Figure 3.2: Examples of configuration: 37

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27 4.1 Access to the accounting menus A manager can access accounting management programs from a terminal (VT100 or PC), using the management tool provided. This manual does not offer a detailed description of the management tool (if necessary, refer to Customer management via mgr Overview or to Customer management via 4760 Overview). Only the path in the object hierarchy and the list of attributes constituting this hierarchy (and their meaning) are given. Whatever the management application used, the following menus must be consulted or modified. Their location in the software tree structure is shown in the following diagrams. Note: the attributes relating to accounting (for each object) are described further on in the document. System management menus used: Figure 4.1: General configuration 41

28 Chapter $ 4 Figure 4.2: Managing charged items 4.2 General configuration Select Accounting. The Attributes of the object: Accounting are described in the following paragraphs Basic parameters Internal Accounting Used to activate or halt standard PBX accounting (counter update, record generation). Possible values: Yes and No: Tracking Authorizes the attendant to perform a user accounting analysis: to view or to print accounting records for one or several users according to a cost threshold. Possible values: Yes and No: Financial Report Is used to authorize or to prohibit the creation of a financial report. Possible values: Yes and No: If this attribute is validated by pressing Yes, the attributes listed Specific financial report parameters will be accessible. CDR Tickets Storage Controls ticket storage in the SQL base of the hard disk. Possible values: Yes and No: If this attribute is validated by pressing Yes, the attributes listed Specific storage parameters will be accessible. Note: this attribute must be validated by pressing Yes for the financial report or the Hotel/Hospital application. Files for External Accounting Authorizes or not record storage in the files designed for external accounting. Possible values: Yes and No. If this attribute is validated by pressing Yes, the attributes listed Specific external accounting parameters will be accessible. Real Time Tickets Output Possible values: No Disables realtime ticket output. V24 Enables realtime ticket output via the V24 link. If this attribute is validated by pressing Yes, the attributes listed Printing parameters for realtime output will be accessible. Ethernet Enables record output via Ethernet. These records are used by an accounting application on 42

29 $ Ethernet. If this attribute is validated by pressing Yes, the attributes listed Printing parameters for realtime output will be accessible. Company Billing Rating These attributes (accessible from another management object) are specified Specifying the accounting cost. Dialing Format Indicates the dialing format expressed as a number of figures (example: current standard format of the French public network=10 digits). This format is used as the standard when the last digits are masked. Possible values: digits from 0 to 20. Phone set Is used to choose the printed value. Possible values: Cost or Charge. Front Office Computer Parameters Displayed Value Is used to choose the value contained in the charge ticket in the framework of a Hotel/Hospital use. Possible values: Cost or Charge. No. of Last Masked Called Digits Indicates the number of digits of the called number. The last digits will be masked. Examples: if the chosen dialing format (see above: attribute: Dialing format) is 10 digits and the value entered here is 5 (for 5 digits), only the 5 first digits will be displayed. On the other hand, if the chosen dialing format is 5 digits, all the digits will be displayed. Usual Calls Possible values: digits from 0 to 20. Project calls Possible values: digits from 0 to 20. Personal Calls Possible values: digits from 0 to 20. PCXPCX Calls Possible values: digits from 0 to 8. PCX Network Calls Concerns ABCF network internal calls. Possible values: digits from 0 to 8. PCX Transit Calls Possible values: digits from 0 to 8. Filter This attribute is used to apply one or several filters to accounting, whatever the selected option (realtime output, storage, financial report). The available options are (for each filter): Add to set up a filter (considering that all available filters can be combined), Delete to delete the selected filter, Next to display the next filter in the list of set up filters, Previous to display the previous filter in the list of set up filters, The available filters (for storage, output or creation of a financial report) are: Outgoing Public PCX Calls: taking into account accounting records corresponding to communications performed from the same node to a public trunk group. Public Network Outgoing Calls: 43

30 Chapter 4 $ taking into account accounting records corresponding to communications transmitted to a public trunk group after transiting from one node to the other, Private Outgoing PCX Calls: taking into account accounting records corresponding to communications transmitted to a private trunk group from a same node. Private Outgoing Network Calls: taking into account accounting records corresponding to communications transmitted to a private trunk group after transiting on another node. Public Incoming PCX Calls: taking into account accounting records corresponding to communications transmitted to a same node from a public trunk group, Public Incoming Network Calls: taking into account accounting records corresponding to communications transmitted from a public trunk group after transiting on another node. Private Incoming PCX Calls: taking into account accounting records corresponding to communications transmitted from a private trunk group to a same node, Private Incoming Network Calls: taking into account accounting records corresponding to communications transmitted from a private trunk group after transiting on another node, Priority Incoming Calls: taking into account charge records corresponding to calls from a priority trunk group, Data Outgoing/Incoming Calls: taking into account the accounting records corresponding to data exchanges (S0), Public Outgoing 0 Unit Calls: taking into account the accounting records corresponding to outgoing calls whose cost is null. NonTicketed Users: taking into account the accounting records corresponding to calls from Non recorded users. If this filter is recorded: the recorded user's number is replaced by 8 characters, the number sent is replaced by 8 characters (), the transfer number is replaced by 8 characters (), the recorded user's number does not appear. PCX network taking into account the accounting records corresponding to local calls to a user located on another node than the caller's node. PCX PCX taking into account the accounting records corresponding to local calls to a user located on the same node as the caller's node. PCX transit taking into account the records corresponding to local calls transiting on this node. PCX/network charging ticket Duration 0 taking into account the records corresponding to local calls (local network, local local, local transit) and with a duration 0. Hotel/Hospital Billing Rating These attributes (accessible from another management object) are specified Specifying the 44

31 $ accounting cost Specific storage parameters These parameters will be displayed and are liable to be modified only if the basic attribute CDR Tickets Storage is validated by selecting Yes. Common Storage Parameters % CDR Tickets before storage Defines the quantity of records stored in the buffer before transfer to the hard disk. This quantity is expressed as a percentage of the maximum buffer size. Possible values are between 20% and 60% (100 to 300 records). A low value results in too many disk accesses. The recommended value is between 30% and 40%. Tickets lost before alarm (100's) Defines the number of lost records lost triggering an incident on the system console. This number is expressed in hundreds of records. Possible values: digits from 0 to 100. PIN (Personal Ident. No.) By default this PIN is masked. This service allows users to indicate that a particular call is an external personal call, and not a professional call. Possible values: Masked and Not masked. No of Last Masked Called Digits Attribute is the same as the one described Basic parameters. Data Base Storage Parameters These parameters concern record storage in the data base. Capacity (MBytes) Defines the space allocated to record storage on the hard disk. The capacity is expressed in megabytes. % Before 1st Alarm Defines the record storage threshold resulting in output of an initial alarm on the system console. This threshold is expressed in % of the space allocated on the hard disk. Possible values: from 0 to 90%. % Before 2nd Alarm This item, identical to the previous one, defines a second alarm threshold. Filter Attribute is the same as the one described Basic parameters Specific external accounting parameters These parameters will displayed and liable to be modified only if the basic attribute External Accounting is validated by pressing Yes. Files for Files Parameters For Ext Accounting These parameters concern the compressed files designed for external accounting application. Max No Days of Storage This indicates the maximum number of days during which the compressed files are stored. This duration defines the connection periodicity of the external accounting applications. Possible values: 1 to 31. % No Days of storage Before Alarm This item indicates a percentage of previous item. This new duration is the threshold beyond which an incident is declared. Possible values: between 0 and 90%. Hotel CDR (Tickets) In the «Hotel» version, this indicates whether the guest and booth accounting records are stored 45

32 Chapter $ 4 in the compressed ASCII file. Possible values: Yes or No. Filter This attribute is the same as the one described Basic parameters Printing parameters for realtime output Printout Buffer Parameters These items concern the storage buffers of the system printers. They are common to all the buffers. % Before 1st Alarm Record storage threshold in the printer buffers beyond which a first level alarm will be sent. This threshold is expressed as a percentage of the buffer space. Possible values: from 0 to 90%. % Before 2nd Alarm Record storage threshold in the printer buffers beyond which a second level alarm will be sent. This threshold is expressed as a percentage of the buffer space. Possible values: from 0 to 90% (this value must be higher than the value of the previous attribute). Realtime Tick.Outp.Parameters The following items concern real time ticket output. Real Time Printer V24 Defines the V24 channel used for ticket output. The designations are as follows: tty0a, tty1a, scc0a, scc1a: ports of CPU unit, in general, tty0a and 1a are for the system console and remote management modem, ttyspb01a to ttyspb11a: ports of SPB units, i02tty01 to i02tty3a: dynamic ports of board i02. These ports are for data applications and require special programming. tty1, tty2, tty3, tty4: ports of MOXA unit, Printing format Indicates the format used in record (ticket) output. The possible values are Extended (see Internal accounting Operation 1 Reading the record (extended format)) or Reduced (see Internal accounting Operation 1 Reading the record (reduced format) ). Displayed Value Selects the unit used (charge unit or cost). PIN (Personal Ident. No.) This attribute is the same as the one described Specific storage parameters. Lines Per Page Defines the number of printed lines per page. This number is between 0 and 99. This data item must be homogeneous with the configuration of the printer used. Possible values: from 0 to 99. Note: To use A4 format, the recommended value is 65. Line spacing Defines the number of blank lines between two accounting records. Possible values: 1 to 10. Except for special use, the recommended value is 0. No of Last Masked Called Digits This attribute is the same as the one described Basic parameters. Filter The following filtering criteria concern the tickets output in realtime. This attribute is the same as the one described Specific external accounting parameters. 46

33 $ User monitoring parameters Monitoring Parameters The displayed parameters concern user monitoring output by the attendant. These parameters have the same meaning as those displayed and described in Real Time Output Parameters ( Printing parameters for realtime output ) Specific financial report parameters Financial Report Parameters The following parameters concern the financial report. Financial Report Printer V24 Defines the V24 channel used for financial report output. Parameter identical to printer V24 described Printing parameters for realtime output. real time Lines Per Page Defines the number of lines per printed page. This number is between 0 and 99. This data item must be homogeneous with the configuration of the printer used. No. Of Decimal Place Indicates for the cost, the number of digits after the decimal point. Project Calls Counter When the box is Yes this validates charging the business communications to the users. Area 1 to 5 Each of these areas has one or more discriminating areas (64 maximum) in the PBX translator. To each area attribute of the financial report are assigned one or several external translator areas. This is used to obtain the financial distribution of charge additions per area. Example: Discrimination areas Financial report areas discrimination area n 1 = local calls via the public network discrimination area n 2 = regional calls via the public network discrimination area n 3 = national calls via the public network discrimination area n 4 = inter national calls to Europe discrimination area n 5 = international calls to Asia Financial report area n 1 = discrimination area n 1 + discrimination area n 2. This part of the financial report will therefore include local and regional calls in the same section. Financial report area n 2 = discrimination area n 3 + discrimination area n 4. This part of the financial report will therefore include national and international calls in the same section. Financial report area n 3 = discrimination area n 5. This part of the financial report will therefore include international calls to Asia in the same section. For each area, it will be possible to use the options: Add, Delete, 47

34 Chapter 4 $ Next (to display the next area in the list of declared areas), Previous (to display the previous area in the list of declared areas), 4.3 Managing charged items Creating cost centers The creation of a cost center, although not mandatory, is used to group the invoicing of certain users. Select Cost Center. Create or enter the number of the cost center you are searching for (0 à 254) and enter or modify (if necessary) the Cost Center Name attribute. Note: in the case of a "night audit", the cost centers must be managed on the room sets Managing Entities To differentiate different services in a company (or if several companies share the same PABX), each user depends on a given entity. These entities must be declared. Select Entities (1st level of the tree structure) and enter the required attributes Managing users Select Users (1st level of the tree structure). Note: only the attributes relating to accounting are listed below. All other attributes can keep their default value. Users 48 Cost Center Id Enter, if required, the cost center number (0 to 254). Charging COS Select Recorded if the set must be taken into account by the accounting process; otherwise, select: Not recorded: Cost Center name The name of the cost center will be displayed if it has been entered in the Cost Center Id field. Entity Number Enter, if necessary, the entity number (0 to 255) corresponding to the user. Dialed Number Masked

35 $ Enter Yes to ensure that the transmitted numbers are masked (the number of digits to be masked is defined in accounting attributes). 4.4 Specifying the accounting cost The basic accounting cost specification can be accessed from Accounting (see Basic parameters ). If required, these parameters can also be modified from Accounting Cost. Select Accounting Cost. Attributes of this object: Company Billing Rating Unit Price Indicates the basic accounting rate for a normal charge unit (decimal number with 15 digits maximum). This item concerns all the sets in the installation. VAT (In %) Indicates the percentage level of VAT (for example: 19.6%), in order to specify these costs (Tax not incl. and Tax incl.). No. Of Decimal Places Indicates the number of digits authorized after the decimal point to define the accounting cost (enter a digit from 0 to 6). Currency Indicates the monetary symbol to use for outputs expressing costs (enter up to 4 characters). Hotel/Hospital Billing Rating 4.5 These parameters are used for the different charging levels applied to the «booth» and «room» sets as part of the «Hotel» and «Hospital» features. First unit's price Indicates the price of the charge unit for the first tariff threshold. Number Of 1st Units Indicates the number of charge units making up the first tariff threshold. This number is between 0 and nd Unit's Price Indicates the price of the charge unit for the second tariff threshold. Number Of Second Units Indicates the number of charge units making up the second tariff threshold. This number is between 0 and 255. Last Unit's Prices Indicates the price of the charge units counted after the second threshold. Managing business calls To be able to charge calls on a specific "business" account, an accounting code must be assigned to each project. 49

36 Chapter 4 $ Select the object: Project account code Modify the following fields: Id Number: enter the Id number of the business account in the system (1 to 9999). Caution: The project account table must not contain any "#####..." numbers to prevent confusion with the case where a business call is specifically charged on one account. Project account code: enter the business account code (that the users will have to dial to charge their call on this business project). 410

37 5.1 Accounting analysis (tracking) by the attendants This function is used to edit, create and modify the filters of the messages designed for analysis records output. By default, the analysis of items charged by the attendants is performed on the users. It is however possible to set up a filtering on other charged items. Select Accounting Tracking. Tracking Select a type of filter among one of the following options (for an observation on a given node): Users, Charge Unit, Duration: Trunk group, Direction, Cost center, Entity, Project account code. Users List This attribute will only be accessible for the Users filter. Who Determines which users will be involved in this tracking. Possible values: All users or Users list. If this value is selected, the list will be specified in the next attribute. List List of the users selected for analysis. The options available to create this list: Add, Delete to delete the selected user, Next (to display the next user in the list of declared users), Previous (to display the previous user in the list of declared users), Charge Unit This attribute will only be accessible for the Charge Unit Threshold filter. Number of charge units for a call beyond which the call report is printed. Possible values: between 0 and Duration 51

38 Chapter 5 This attribute will only be accessible for the Duration threshold filter. Duration in minutes for a call beyond which the call report is printed. Enter a number between 0 and Trunk Group This attribute will only be accessible for the Trunk Groups List filter. List of the trunk numbers selected for analysis. The options available to create this list: Add, Delete, Next, Previous. Direction This attribute will only be accessible for the Direction prefixes list filter. List of the call direction prefixes selected for analysis. The options available to create this list: Add, Delete, Next, Previous. Cost Centers This attribute will only be accessible for the Cost Center List filter. List of the cost centers selected for analysis. The options available to create this list: Add, Delete, Next, Previous. Entity This attribute will only be accessible for the Entities list filter. List of the entities selected for analysis. The options available to create this list: Add, Delete, Next, Previous. Project account code List of the business codes selected for analysis. This attribute will only be accessible for the Project Numbers List filter. List of the projects selected for analysis. The options available to create this list: Add, Delete, Next, Previous. 5.2 Financial Report The general options of the financial report are specified in Accounting (see Internal accounting Operation Specific financial report parameters). On the other hand, the calculation duration considered in this report is specified in another management object. 52

39 Select Financial Report. From this object, the calculation period of the financial report can be modified. At the end of this period, the financial report is printed on the associated printer and the dates are automatically updated for a new period, with the same duration as the previous one (for example, a day period generates a daily output, a monthly period generates an output every month. In this case, the software takes into account 28, 29, 30 and 31day months). Attributes of this object: Start date This date represents the beginning of the period. It is expressed in the form: AAAA MM JJ hh mm ss. End Date This date represents the end of the period of the financial report and of its output. It is expressed in the form: AAAA MM JJ hh mm ss. 53

40 Chapter 54 5

41 6.1 Analysis (tracking) from an attendant set Accounting operations can be performed from the attendant sets. Accounting menus can be accessed when the attendant set is in idle position. Note: all the examples below describe menu operations on 4035 sets. key: changeend changebegin Press the 1. If necessary, use the set's navigation key to position the cursor on the desired line. 2. Press Charge. The display shows the main accounting menu. Main Menu changeend changebegin 6.2 Delete allows the attendant to read the contents of a user's counters, de reset them to zero, and to erase all the installations counters. Screen is used to manage the user monitoring filters. List is used to specify the list of users to analyze. 61

42 Chapter $ 6 Print is used to schedule the period considered by the financial report for the printed output. Back displays the previous screen view. 6.3 Resetting the counters to zero. Press Delete. Set is used to reset to zero the counters for a single set. All is used to reset to zero the counters for all the accounted sets. Back displays the previous screen view Resetting to zero the counters of a set Set is used to reset to zero the counters for a single set. Enter the directory number of the set. Charge displays the total communication costs. 62