Web-Based User Interface¶

Managing Account Information¶

From the My Profile page, a user can manage account information. This page displays after logging in and when My Profile is selected in the top, right corner.

System Settings¶

In System Settings, the Platform Owner configures the behavior of ICR features that are dependent on specific deployment.

Viewing Statistics¶

Click Statistics on the main menu to open a page with tabs that let the user view Call Detail Records and Routing Errors. The type of account and assigned permissions determine the records available for viewing.

Platform Owners can view statistics for all services they host.

The task bar on this page has the following functions:

SIP Records show CDRs for calls that are routed via Session Initiation Protocol.

IN Records shows CDRs for calls that are routed via Intelligent Network Messaging.

Routing Errors shows all errors from calls.

Managing Platform Owners¶

Click Platform Owners on the main menu to open a list of all Platform Owners added to ICR.

To Add Platform Owners

1. Click Add on the task bar.

2. Enter the user information in the text boxes. Select the Account Settings for the Platform Owner.

3. Click Save to have the changes take effect.

To Edit Platform Owners

1. Select the Platform Owner to be edited by selecting the checkbox.

2. Click Edit on the task bar.

3. Make the required changes to the user information.

4. Click Save to have the changes take effect.

Managing Service Providers¶

Click Service Providers on the main menu to open a list of all service providers added to ICR.

To Add Service Providers

1. Click Add on the task bar.

2. Enter the Name and Address information in the text boxes. Click the Active checkbox to have the service provider be active as soon as the information is saved.

3. Enter the Default Web Account information. Once signed in as the default additional users can be created.

4. Click Save to have the changes take effect.

To Edit Service Providers

1. Select the Service Provider to be edited by selecting the checkbox.

2. Click Edit on the task bar.

3. Make the required changes in the text boxes.

4. Click Save to have the changes take effect.

Managing Account Information¶

From the My Profile page, a user can manage account information. This page displays at login and when My Profile is selected in the top, right corner.

Number Provisioning¶

Click Number Provisioning on the main menu to open a list of all numbers that have been provisioned in ICR.

The task bar on this page has the following functions:

• Unlock Selected and Lock Selected - These buttons are used to lock and unlock numbers. A locked number is still active but can not be used.

• Reset Password/PIN - Click to reset the PIN of the number selected.

To Add Numbers

1. Click Add on the task bar.

2. Enter the Number, Subscriber ID, IVR PIN, Default number, Time Zone, and Routing Constraints. Click the Active checkbox to have the number be active as soon as the information is saved.

3. Click Save to have the changes take effect.

To Edit Numbers

1. Select the number to be edited by selecting the checkbox.

2. Click Edit on the task bar.

3. Make the required changes in the text boxes.

4. Click Save to have the changes take effect.

Call Plans¶

To Add Call Plans

1. Click Edit Call Plans when editing a provisioned number. This brings the user to the Call Plan Page.

2. Click Add on the task bar.

3. Enter the Plan Name, Priority and Call Rules. Click the Active checkbox to have the call plan active as soon as the information is saved.

The rules added to the call plan can be modified based on the following properties:

4. Click Save to have the changes take effect.

To Edit Call Plans

1. Click Edit Call Plans when editing a provisioned number.

2. Click Edit on the task bar.

3. Make the required changes to the text boxes and rules.

4. Click Save to have the changes take effect.

Service Provider Defaults¶

In Service Provider Defaults, the Service Provider configures the behavior of ICR features for Subscribers.

Viewing Statistics¶

Click Statistics on the main menu to open a page with tabs that lets the user view Call Detail Records and Routing Errors. The type of account and assigned permissions determine the records available for viewing.

Service providers can view statistics for all subscriber services.

The task bar on this page has the following functions:

SIP Records show CDRs for calls that are routed via Session Initiation Protocol.

IN Records shows CDRs for calls that are routed via Intelligent Network Messaging.

Routing Errors shows all errors from calls.

Managing Administrators¶

Click Administrators on the main menu to open a list of all administration accounts linked to the current user.

To Add Administrators

1. Click Add on the task bar.

2. Enter the Name and Address information in the text boxes. Click the Active checkbox to have the service provider be active as soon as the information is saved.

3. Enter the Default Web Account information. Once signed in as the default additional users can be created.

4. Click Save to have the changes take effect.

To Edit Administrators

1. Select the Service Provider to be edited by selecting the checkbox.

2. Click Edit on the task bar.

3. Make the required changes in the text boxes.

4. Click Save to have the changes take effect.

Managing Subscribers¶

Click Subscribers on the main menu to open a list of all subscribers added to ICR linked to the current user.

To Add Subscribers

1. Click Add on the task bar.

2. Enter the Name and Address information in the text boxes. Click the Active checkbox to have the service provider be active as soon as the information is saved.

3. Click Save to have the changes take effect.

To Edit Subscribers

1. Select the Subscriber to be edited by selecting the checkbox.

2. Click Edit on the task bar.

3. Make the required changes in the text boxes.

4. Click Save to have the changes take effect.

Managing Account Information¶

From the My Profile page, a user can manage account information. This page displays at login and when My Profile is selected in the top, right corner.

Managing Call Plans¶

Call plan records determine how an incoming call is handled based on criteria selected by the Subscriber.

The routing rules in a call plan are evaluated from the top down until a rule is processed.

Click Call Plans on the main menu to open a list of all call plan records currently defined in ICR.

To Add a Call Plan

1. Click Add on the task bar.

2. Enter the Plan Name, Priority and Call Rules. Click the Active checkbox to have the call plan active as soon as the information is saved.

The rules added to the call plan can be modified based on the following properties:

3. Click Save to have the changes take effect.

To Edit Call Plans

1. Select the call plan to be edited by selecting the checkbox.

2. Click Edit on the task bar. The call plan opens.

3. Make the required changes in the text boxes. The user can add rules or make changes to existing rules.

4. If needed, click Reload to roll back all unsaved changes.

5. Click Save to have the changes take effect.

Managing Routing Rules¶

Click Routing Rules on the main menu to open a list of all routing rule records in ICR.

To Add Routing Rules

1. Click Add on the task bar.

2. Enter the number to which the call plan is to be assigned.

3. Select the call plan from the drop-down list. Enter a Priority for the routing rule in the text box, with a value of 1 being the highest priority.

4. Click the Active checkbox to make the routing rule effective as soon as it is saved. If this checkbox is not selected, the routing rule is deactivated and can be activated in a separate action.

5. If needed, click Reload to roll back all unsaved changes.

6. Click Save to have the changes take effect.

To Edit Routing Rules

1. Select the routing rule to be edited by selecting the checkbox.

2. Click Edit on the task bar. The routing rule opens.

3. Make the required changes to the Number, Call Plan assigned or Priority.

4. Click the Active checkbox to change the status.

5. If needed, click Reload to roll back all unsaved changes.

6. Click Save to have the changes take effect.

Viewing Statistics¶

Click Statistics on the main menu to open a page with tabs that lets the user view Call Detail Records and Routing Errors. The type of account and assigned permissions determine the records available for viewing.

Subscribers can view statistics only for their services.

The task bar on this page has the following functions:

SIP Records show CDRs for calls that are routed via Session Initiation Protocol.

IN Records shows CDRs for calls that are routed via Intelligent Network Messaging.

Routing Errors shows all errors from calls.

Managing Users¶

Click Users on the main menu to open a list of all web accounts.

To Add Users

1. Click Add on the task bar. The User Account window opens.

2. Enter the User Account information and select the permissions to be assigned to the user.

3. Click Save to have the changes take effect.

To Edit Users

1. Select the user to be edited by selecting the checkbox.

2. Click Edit on the task bar.

3. Make the required information changes to User Account and Personal Information. Select the permissions to be added to or removed from the user record.

4. Click Save Changes.