BW ServicesProvSysProvModule1 R120

BroadWorks Services Provisioning
Module 1: System Provider Provisioning Release 12 Version 1
May 2005
Module Objectives
At the end of this module, you will be able to:
Explain the roles of the system provider, provisioning administrator, service provider, group administrator, and end user Create and manage service providers Create and manage enterprises Configure system for specific service providers or enterprises Configure features for individual users
2005 BroadSoft, Inc. Proprietary and Confidential; Do Not Copy, Duplicate, or Distribute
BroadWorks Network Layout

Management NOC Primary CO
NS1 NMS NMS OSSs EMS FW Firewall OSSs Firewall CDS Conference Servers AS1 Web Server E-mail SMTP Border Element AS2
Secondary CO
NS2
MS/CS & Voice POPS

Network Gateways PRI SS7 Media Servers
Management Network Data DMZ

Firewall
P S T N
Managed IP Network
Border Element Border Element
Firewall
Internet
MGCP IAD
Access Network Customer Network Customer Network
Peer VoIP Network
Legacy PBX
PC IE Browser SIP Phones

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SIP Phone
Video Phone
Network Topology
Application Server Line-side softswitch. Services delivery platform for end users. Web portal for self service management. Network Server Centralized routing of calls. Enterprise services to allow private dialing plans. Location register that maps users to servers. Media Server Multimedia resources used by the Application Server for voice mail. Interactive voice response (IVR) DTMF, prompt playback/recording. Conferencing Server Multimedia resource for dial-in conferencing and web collaboration to share PowerPoint, Excel, and Word documents. Element Management System Alarm proxy, measurement collection, provisioning entry point, software management, web and CLI cut-through, and diagnostics. Web Server Secure web server, provisioning entry point, and client call control entry point. Call Detail Server Provides enhanced call logs.
Application Server User Hierarchy
System Provider
Service Provider
Enterprise
Group
Dept
Group
Dept
Group
Dept
Group
Dept
Users
Users
Users
Users Virtual System
Virtual System
Application Server User Hierarchy

Service provider = Reseller Group or department = Small enterprise User = End user Enterprise = Large company Group or department = Company site User = End user
Using BroadWorks Web Portal
Log In
1. In the User ID field, enter the login name assigned to you. 2. Press the Tab key or click in the Password box. 3. Enter your password. 4. Press the Enter key or click the Login button.
Log Out
1. On any page in the system, click Logout. 2. Once you log out, to log in again you can log in with your existing user ID and password or log in with a different user ID and password.
CommPilot System Provider Home Page
CommPilot System Provider Home Page

After you have successfully logged in, the System - Profile page appears that contains: Options list and Profile menu items including Service Providers, Enterprises, Groups, Users, Administrators. System Links (Available on Every Page) Help: Click Help for online assistance. It takes you to the Help page associated with the current page. Home: Home takes you to the System Provider - Profile page. You can also use your browsers Back button. Logout: Logout exits the system.
System Resources Menu
System Services Menu
System Utilities Menu
System Domains
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List Domains
1. On the System Resources menu page, click Domains. The System Domains page displays. 2. Click OK or Cancel to return to the previous page.
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System Domains Add
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Add a Domain
1. On the System Resources menu page, click Domains. The System Domains page displays. 2. Click Add. The System Domains Add page displays. 3. In the Domain text box, type the domain name. 4. To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel.
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System Domains Modify
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Modify or Delete a Domain

1. On the System Resources menu page click Domains. The System Domains page displays. 2. Click Edit or any item on the corresponding row of the domain to modify. The System Domains Modify page displays (as shown above). 3. To modify the domain, click Edit or any item on the corresponding row of the organization to modify. Depending on the type of organization, either the Service Provider Profile page or the Enterprise Profile page displays. 4. To delete the domain, click Delete. The System Domains page displays. NOTE: You cannot delete the default system domain. The default system domain is the domain assigned system wide during installation. You receive an error message and the command is not performed.
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List Service Providers
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List Service Providers

Use the System Service Providers page to list the service providers on the system. On this page you can search for a particular service provider. From this page, you can add a service provider or select a service provider to be modified or deleted 1. On the System Profile menu page, click Service Providers. The System Service Providers page displays. 2. To display the previous page, click OK or Cancel.
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List Enterprises
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List Enterprises
Use the System Enterprises page to list the service providers on the system. On this page you can search for a particular enterprise. From this page, you can add an enterprise or select an enterprise to be modified or deleted. 1. On the System Profile menu page, click Enterprises. The Enterprises page displays. 2. To display the previous page, click OK or Cancel.
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Add a Service Provider or Enterprise

To create a new service provider, you use a wizard that walks you through the steps to enter the information required for a service provider to operate The steps are:
Assign service provider or enterprise name and default domain Assign domains Add a service provider or enterprise administrator Authorize services Authorize phone numbers
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Service Provider Setup: Step 1 of 5
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Add a Service Provider

Wizard step 1 On the System Profile menu page, click Service Providers. The Service Providers page displays. 1. On the System - Service Providers page, click Add Service Provider Wizard. The System Service Provider Setup: Step 1 of 5 Add a Service Provider page displays. This is the first page of the Add Service Provider Wizard. 2. Type information specific to the new service provider. To move between input boxes, use the TAB key on the keyboard, or click in the next input box.
Input box name *Service Provider ID *Default Domain Name Contact Name Contact Phone Contact E-mail Support E-mail Address City State/Province Zip/Postal Code Country Description An identification name for the new service provider. An e-mail address is a valid user ID. The default domain for the service provider. A character-based name of the service provider. A character-based name of the primary contact person at the service providers organization. The contact persons phone number. The e-mail address of the contact person. The e-mail address used to send support requests to the service provider. The street address of the service provider. The city of the service provider. The state or province of the service provider from the drop-down list. The zip or postal code of the service provider. The country of the service provider.
3. Click Next.
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Wizard step 2 1. Select the domains you are assigning to the service provider and click Add or Add All. 2. Click Next.
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Wizard step 3 1. Type the Administrator ID. This is an identification or login name for the new service provider administrator. An e-mail address is a valid user ID. 2. Click Add for each administrator you wish to add. 3. Click Next to continue.
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Wizard step 4 1. Click Select All or check individual services to permit the use of services by the service provider for Groups and Users. 2. Check the Limited To box to the right of the service name, and type the service instances limit number for this service provider (for assigning to groups and users). Based on the number of licenses purchased by a service provider, this field can be used to track and limit the number of instances of a service used by a service provider. 3. Click Next to continue. NOTE: When unauthorizing services, you cannot remove those services that have already been assigned by the service provider.
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Wizard step 5 1. Type up to four single phone numbers. Type complete phone numbers (including a plus sign [+] and the country code), without spaces or dashes. These numbers are purchased by and assigned for use by this service provider. 2. Type up to four phone number ranges to be allocated by the service provider. Type ranges of complete phone numbers (including a plus sign [+] and the country code), without spaces or dashes (only the last four digits can be a range; type lowest number first). These numbers are purchased by and re-allocated for use by this service provider. 3. Click Finish to add the number(s) to the list of usable phone numbers by this service provider. The System Service Providers page displays. 4. To exit without saving, click Cancel.
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Delete a Service Provider
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Delete a Service Provider

1. From the Service Provider Profile menu page, click the Profile menu item. The Service Provider Profile page displays. 2. To delete a service provider, click Delete. The Service Provider Profile menu page displays. To exit without saving, select another page or click Cancel to display the previous page. NOTE: The delete function cannot be undone. Once you click Delete, your deletion is final. You can click Cancel before you click Delete to avoid a deletion.
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System Administrators
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List Administrators
1. On the System Profile menu page, click Administrators. The System Administrators page displays. 2. To display the previous page, click OK or Cancel.
Add an Administrator
1. From the System Administrators page, click Add. The System Administrator Add page displays. 2. Enter information specific to the new administrator. Required input boxes are indicated with an asterisk (*). 3. Click OK to add the administrator. The System Administrators page displays. To exit without saving, click Cancel or select another page. NOTE: Administrators should be reminded to change their password upon initial entry into the system.
Modify or Delete an Administrator:

1. From the System Administrators page, click Administrators. The System Administrators page displays. 2. Click Edit or any item on the row for the administrator to edit. The System Administrator Modify page displays. 3. To modify the profile, edit the profile information and click OK. 4. To delete the profile, click Delete. The System Administrators page displays.
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System Resources Menu
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Resources
On the Home page, on the Options list click Resources to access the System Resources menu page.
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System Carriers
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List Carriers
1. Click Carriers on the System Resources menu page to display, add and modify carriers. Once a carrier is provisioned, it can be referenced by enterprises, groups, and users. A country can have 0, 1, or more carriers.
Add a Carrier
1. From the System - Carriers page, click Add. The Carriers Add page displays. 2. In the Carrier text box, enter a name for the new carrier. 3. In the Carrier Identification Code text box, enter the country code. The Carrier Identification Code (CIC) is a unique per-country code containing a number that can be up to 6 digits long. 4. From the Country Code drop-down list, select the country code indicating the country in which this carrier exists. 5. Specify what type of calls the carrier can be used to transport by selecting Is IntraLATA, Is Inter-LATA, and/or Is International calls. 6. To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel.
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System Carriers Modify
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Modify or Delete a Carrier

1. From the System - Carriers page, click Edit beside the carrier you want to modify. The Carriers Modify page displays. 2. To modify the Carrier Identification Code, edit the entry in the Carrier Identification Code text box. From the Country Code drop-down list, select a new country code. Edit what type of calls the carrier can be used to transport by selecting Is Intra-LATA, Is InterLATA, and/or Is International calls. 3. To delete the carrier, click Delete. 4. To search the groups or users for this carrier, click either Search for groups using this carrier or Search for users using this carrier. The Carriers Groups or the Carriers Users page displays. 5. To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel.
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System Numbers
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List Numbers on System

Use the System Numbers Usage page to display how service providers use phone numbers in the system. On this page you can search for a particular number. By service provider ID, you can display the number of phone numbers assigned to the service provider, the number of those assigned to groups, and the percentage of numbers assigned to a service provider that have been assigned to a group. 1. On the System Resources menu page, click Numbers Usage. The System Numbers Usage page displays. 2. This page displays how numbers are used per Organization (service provider or enterprise). 3. To display the previous page, click OK.
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System Services Menu
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Services Menu
On your Home page, on the Options list, click Services to access the System Services menu page.
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System Conferencing
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Configure Conferencing Settings

1. From the Services page, click Conferencing. The System - Conferencing page displays. 2. In the Default from E-mail Address text box, enter the e-mail address from which Conferencing Report e-mail are sent. This e-mail address is always used in the From field of the e-mail sent to the user. 3. Select either Drop all participants on Leader log out by default or Allow Dial Out in invitations by default. 4. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page.
Configure Call Notify

1. Click Call Notify from the Services menu page. 2. For the Default From E-mail Address, enter the e-mail address that displays in the from section of the call notification e-mail. When the e-mail address of the caller is available, it is used; otherwise, the Default From E-mail Address entered here displays. If a dummy address is entered, the recipient cannot reply. 3. Check Display short subject line and/or Display phone number in e-mail body to refine the call notify e-mails. 4. Click OK or Apply. Call Center Default From E-mail Address: CallCenterStats@system provider Emergency Zone Default From E-mail Address: emergency zone@system provider Inventory Report Default From E-mail Address: resource Inventory@system provider
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System LDAP Directory
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Configure LDAP Directory

1. On the System Services menu page, click LDAP Directory. The System LDAP Directory page displays. 2. Type the directory address of the LDAP server. It should be an IP address or a Fully Qualified Domain Name (FQDN). 3. Type the directory port of the LDAP server. It should be an integer from 0 to 65535. The default is 389. The SSL default port is 636. 4. Type the search base of the LDAP server. The search base is the search root suffix. The root suffix should reflect the domain name of the site you are searching. 5. Configure authentication. Specify if the LDAP server requires authentication by clicking on Requires Authentication check box. If authentication is required, specify the authenticated directory number (DN) and authenticated password. The authenticated DN should be the unique identifier of the user authenticated. The authenticated password is the password for the authenticated user. 6. To configure the Sort Control and Paged Results Control, click to check or uncheck the corresponding boxes. 7. In the Search Filter text box, enter the search filter attribute set. 8. An LDAP server contains objects that are categorized differently but can have the same attributes. For example, if you put (telephoneNumber=*) in this text box, it means get all of the objects that have a telephoneNumber attribute set. 9. Select the Search Attribute, and fill in the Attribute Name and Web Label text boxes. 10. Check or uncheck Always include Search Attribute in Search Filter. 11. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Services Voice Messaging
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Configure Voice Messaging

1. On the System Services menu page, click Voice Messaging. The System Voice Messaging page displays. 2. Click the button to set the voice portal scope. When set to System, users can call any group voice portal (hosted on the same Application Server) rather than only the voice portal of their own group in order to initiate the login process. Users are redirected to their own voice portal, and will thus have access to their full feature set. Typically, only one of the voice portal numbers will be publicized and presented as the "system voice portal" number. When set to Configured by Service Providers or Enterprises, users of the same enterprise are redirected to the voice portal of their own group, but they do not cooperate with voice portals defined outside the scope of the enterprise. 3. Turn the Messaging Aging feature On or Off. Click On to allow for the deletion of saved messages that have been stored on the server. 4. Edit the Voice Messaging service limitations. See the BroadWorks System Provider Guide for further information. 5. In the Default From E-mail Address text box, type the e-mail address from which Voice Mail messages are sent. If the e-mail address of the caller is available, it is put in the Reply-To field. 6. In the Default From E-mail Address, type the default e-mail address from which Voice Mail Notifications messages are sent. The default is used in the From field of the Voice Mail notification e-mail. The calling party e-mail address, when available, is used in the Reply-To field. 7. Set the Voice Portal Passcode Lockout options. In the Default From E-mail Address text box, enter the e-mail address from which Voice Portal Password Lockout messages are sent. 8. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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System Voice Portal
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Configure Voice Portal

1. On the System Service page, click Voice Portal. The System Voice Portal page displays. 2. Click On to use the customized voice portal settings. Click Off to customize the voice portal but have the default settings used by the system and heard by callers. 3. Enter information specific to customized voice portal.
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System Voice Portal
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Voice Portal Main Menu Voice Messaging CommPilot Express Profile Personalized Name Call Forwarding Options Voice Portal Calling Hoteling Passcode Exit Voice Portal Repeat Menu Voice Messaging Menu Play Messages Change Busy Greeting Change No Answer Greeting. Compose Message Delete All Messages Passcode Personalized Name Return to Previous Menu Repeat Menu
Action Accesses the Voice Messaging menu. Accesses the CommPilot Express Profile menu. Accesses the Personalized Name menu. Accesses the Call Forwarding Options menu. Accesses the Voice Portal Calling menu. Accessing the Hoteling menu. Accesses the Passcode menu. Exits the Voice Portal. Repeats the current menu. Action Accesses the Play Messages menu. Accesses the Change Busy/No Answer Greeting menu. Accesses the Change Busy/No Answer Greeting menu. Accesses the Compose Message menu. Accesses the Delete All Messages menu. Accesses the Passcode menu. Accesses the Personalized Name menu. Returns to the previous menu. This menu item is mandatory. Repeats the current menu.
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System Voice Portal
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Change Busy/No Answer Greeting Menus Record New Greeting Listen to Current Greeting Revert to System Default Greeting Return to Previous Menu Repeat Menu Record New Greeting/Personalized Name Menus End Recording Delete All Messages Menu Confirm Deletion Cancel Deletion CommPilot Express Profile Menu Activate Available-In Office Profile Activate Available-Out of Office Profile Activate Busy Profile Activate Unavailable Profile No Profile Return to Previous Menu Repeat Menu
Action Permits the user to record a new greeting and accesses the Record New Greeting/Personalized Name menus. Plays the current greeting. Changes the current greeting to the default system greeting. Returns to the previous menu. This menu item is mandatory. Repeats the current menu. Action Stops the current recording. This menu item is mandatory. Action Deletes all messages. This menu item is mandatory. Cancels the delete messages command. This menu item is mandatory. Action Activates the users Available-In Office CommPilot profile. Activates the users Available-Out of Office CommPilot profile. Activates the users Busy CommPilot profile. Activates the users Unavailable CommPilot profile. Deactivates all CommPilot profiles. Returns to the previous menu. This menu item is mandatory. Repeats the current menu.
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System Voice Portal
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Personalized Name Menu Record new Personalized Name Listen to Current Personalized Name Delete Personalized Name Return to Previous Menu Repeat Menu Call Forwarding Options Menu Activate Call Forwarding De-activate Call Forwarding Change Call Forwarding Destination Listen to Call Forwarding Status Return to Previous Menu Repeat Menu Change Call Forwarding Destination Menu Finish Entering New Destination Number Menu Voice Portal Calling Menu End Current Call And Go Back To Previous Menu Return to Previous Menu Passcode Menu Finish Entering/Re-entering Passcode Return to Previous Menu
Action Permits the user to record a new personalized name and accesses the Record New Greeting/Personalized Name menus. Plays the current personalized name recording. Deletes the current personalized name. Returns to the previous menu. This menu item is mandatory. Repeats the current menu. Action Activates the Call Forwarding service. Deactivates the Call Forwarding service. Permits the user to change the Call Forwarding Destination Number and accesses the Change Call Forwarding Destination menu. Plays the current Call Forwarding status information. Returns to the previous menu. This menu item is mandatory. Repeats the current menu. Action Prompts the user to enter the new Call Forwarding Destination Number. Action Ends the current call and returns to the previous menu. Type either two or three digits (0-9), * or #. Return to the previous menu. This menu item is mandatory. Action Permits the user to enter or re-enter a passcode. This menu item is mandatory. Return to the previous menu. This menu item is mandatory.
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System Voice Portal
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Hoteling Menu Check Host Status Associate With Host
Actions If selected, the system provides an indication of whether or not the host is associated with a guest, and the identity of the guest user. If you select this option and the host is not currently associated with a guest, then the user is played a message indicating the association was successful. The guest association timeout is set to the association time limit value configured on the host. When you select this option, the associated guest users service profile is disassociated from the host users device. If the guest user is not the current user associated with the host, then the request is denied and the user is informed that they are not currently associated with the host. Return to the previous menu. This menu item is mandatory. Repeats the current menu. Action Permits the user to enter or re-enter a passcode. This menu item is mandatory. Return to the previous menu. This menu item is mandatory.
Disassociate From Host
Return To Previous Menu Repeat Menu Passcode Menu Finish Entering/Re-entering Passcode Return to Previous Menu
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System Voice Portal
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Play Messages Menu Save Message Delete Message Play Message Previous Message Play Envelope Next Message Callback Caller Compose Message Reply Message Forward Message Additional Message Options Personalized Name Passcode Return to Previous Menu Repeat Menu Play Message Menu Skip Backward Pause/Resume
Action Saves the current message. Deletes the current message. Plays the current message and accesses the Play Message menu. Skips to the previous message. Plays the envelope of the current message. Skips to the next message. Places a return call to the originator of the current message. Accesses the Forward/Compose Message menu. Accesses the Reply Message menu. Accesses the Forward/Compose Message menu. Accesses the Additional Message Options menu. Accesses the Personalized Name menu. Accesses the Passcode menu. Returns to previous menu. This menu item is mandatory. Repeats the current menu. Action Plays the message from ten seconds before the current position. The first execution of this command pauses the playing of the message. The second execution of this command plays the message from the current location. Plays the message from ten seconds beyond the current position. Plays the message from the beginning. Moves to the end of the message.
Skip Forward Jump to Begin Jump to End
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System Voice Portal
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Additional Message Options Menu Save Message Delete Message Play Envelope Callback Caller Compose Message Reply Message Forward Message Personalized Name Passcode Return to Previous Menu Repeat Menu Forward/Compose Message Menus Send To Person(s)
Action Saves the current message. Deletes the current message. Plays the envelope of the current message. Places a return call to the originator of the current message. Accesses the Forward/Compose Message menu. Accesses the Reply Message menu. Accesses the Forward/Compose Message menu. Accesses the Personalized Name menu. Accesses the Passcode menu. Returns to the previous menu. This menu item is mandatory. Repeats the current menu. Action Permits the user to enter a destination number or an extension to forward the current message to and accesses the Send to Person(s) menu. Permits the user to send the current message to all group members and accesses the Send to All Group Members menu. Permits the user to send the current message to a distribution list and accesses the Send to Distribution List menu. Permits the user to change the current introduction to a message or a composed message and accesses the Change Current Introduction/Message/Reply menu. Plays the current introduction to a message or the composed message. The first execution of this command sets the Urgent indicator associated with the message. The second execution of this command clears the Urgent indicator associated with the message. The first execution of this command sets the Confidential indicator associated with the message. The second execution of this command clears the Confidential indicator associated with the message. Returns to the previous menu. This message item is mandatory. Repeats the current menu.
Send To All Group Members Send To Distribution List Change Current Introduction/Message
Listen to Current Introduction/Message Set/Clear Urgent Indicator
Set/Clear Confidential Indicator
Return to Previous Menu Repeat Menu
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System Voice Portal
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Reply Message Menu Send Reply To Caller Change Current Reply Listen To Current Reply Set/Clear Urgent Indicator Set/Clear Confidential Indicator Return to Previous Menu Repeat Menu Send To Distribution List Menu Send Message To Selected Distribution List Select Distribution List Review Selected Distribution List Return to Previous Menu Repeat Menu
Action Sends a reply of the current message to the caller. Accesses the Change Current Introduction/Message/Reply Menus. Plays the current reply. Sets or clears the Urgent indicator associated with the reply. Sets or clears the Confidential indicator associated with the reply. Returns to the previous menu. This message item is mandatory. Repeats the current menu. Action Sends a reply of the current message to the caller. Accesses the Select Distribution List Menu. Accesses the Review Selected Distribution List Menu. Returns to the previous menu. This message item is mandatory. Repeats the current menu.
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System Voice Portal
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Select Distribution List Menu Return to Previous Menu Repeat Menu Review Selected Distribution List Menu Interrupt Voicing And Return To Previous Menu Send Message To Selected Distribution List Menu Confirm Sending To Distribution List Cancel Sending To Distribution List Send To All Group Members Menu Confirm Sending To Entire Group Cancel Sending To Entire Group Send To Person(s) Menu Confirm Sending Message Cancel Sending Message Finish Entering Number Where To Send Message To Finish Forwarding/Sending Message Change Current Introduction/Message/ Reply Menus End Recording Voice Portal Login Menu Access Using Other Mailbox ID
Action Returns to the previous menu. This message item is mandatory. Repeats the current menu. Action Interrupts the playback of the distribution list and returns to the previous menu. Action Confirms the request to send the current message to the selected distribution list. This menu item is mandatory. Cancels the request to send the current message to the selected distribution list. This menu item is mandatory. Action Confirms the request to send the current message to the entire group. This menu item is mandatory. Cancels the request to send the current message to the entire group. This menu item is mandatory. Action Confirms the request to send the current message to the identified person. This menu item is mandatory. Cancels the request to send the current message to the identified person. This menu item is mandatory. Prompts the user to finish entering the destination number. This menu item is mandatory. Returns to the previous menu. This menu item is mandatory. Action
Stops the current message recording. This menu item is mandatory. Action Permits the user to access the Voice Portal with another Mailbox ID. Type either two or three digits (0-9), * or #.
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System Voice Portal
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Save Changes to Voice Portal

To save your changes to the voice portal: 1. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. To revert the voice portal settings to the system default: 1. Click Revert Back to Default Menu Keys to change customized voice portal settings to the default settings. 2. Click Apply or OK.
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System Malicious Call Trace
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List Users with Malicious Call Trace

1. On the System Services menu page, click Malicious Call Trace. The System Malicious Call Trace page displays. NOTE: Click Edit or any item on the row of the user with the Malicious Call Trace service to modify. The User Profile page displays. 2. To display the previous page, click OK.
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System Utilities Menu
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Utilities Menu
On your Home page, on the Options list, click Utilities to access the System Utilities menu page.
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Utilities Password Rules
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Define Password Rules

1.
2.
3. 4. 5. 6. 7. 8.
9.
Utilities menu page, click Password Rules. The System Password Rules page displays. Specify for whom the rules apply. Select System, Provisioning, Service Provider, and Enterprise Administrators Only if you want the rules to apply to administrative users only. Select All Administrators and Users to apply the rules to ALL users in the system. Select System and Provisioning Administrators; all other Administrators and Users use external authentication when you assume that administrators and users are maintained outside of the system. Specify the password format. Specify the password expiration. Click the button to indicate how often a user must change their password. The default is 30 days. Specify number of failed attempts before disabling log in. Click the button to indicate whether or not a service providers log in should be disabled after a specified number of failed attempts. The default is Never. If you select After, specify the number of login tries before disabling, between one and 10. You can also specify that an e-mail message be sent to a specified address, indicating that the service provider has been shut out of the system. Check the box to indicate that you would like this e-mail message to be sent, and specify an e-mail address, such as that of a system administrator. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
On the System
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System Voice Portal Passcode Rules
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Define Voice Portal Passcode Rules

1. From the System, Utilities menu, select Voice Portal Passcode Rules.The Voice Portal Passcode Rules page displays. 2. For Passcode format, select the rules that apply to the format of the passcode. 3. For Passcodes expire, select Never if the password never expires. Select After to define the number of days after which the passwo rd will expire. In the After... Days text box, enter the number of days. 4. For Disable login, select Never if the login attempts do not expire. Select After to define the number of attempts a user has to login. In the Afterfailed login attempts text box, enter the number of attempts. 5. Select When login is disabled, send e-mail to: and enter the e-mail address in the text box. NOTE: The group administrator has to reset the password before the user can access to voice portal once their login is disabled. 6. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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Utilities Web Branding
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Configure Web Portal Branding

1. On the System Utilities menu page, click Web Portal Branding. The System Web Portal Branding page displays. 2. Click the banner display On or Off. 3. The current banner or advertisement displayed is what all users see on their pages. 4. Click Browse to select a previously saved banner. The maximum width for a banner is 468 pixels; maximum height for a banner is 60 pixels. If the image you upload is too large, you are informed. 5. In the When clicked, send user to: text box, type the web address (for example, http://www.YourCompany.com) of the page that should open when the user clicks on the banner. 6. Click the User Custom Web Content On or Off. 7. If you have created a web-based custom tutorial or marketing content to be displayed upon first login for a user, enter the User Custom Web Content URL 8. Click the Group Custom Web Content On or Off. 9. Click the Logo Display On or Off. Click Browse to select a new logo. The maximum width for a logo is 280 pixels; maximum height for a logo is 50 pixels. If the image you upload is too large, you are informed. 10. Select one or more of the Custom Settings: Use Custom Header, Use Custom Menu, and Use Custom Titles. These settings apply for all levels of users. 11. To select one or more of the Custom Settings, the files to support these changes must already exist on the web server. For more information, see section 10.4.2 Create Custom Settings. 12. Select a skin (or theme). Select Classic, Desert, Forest, Ocean, or Tropical theme for icons and colors. If you want to use a custom theme, refer to section 10.4.3 Create Custom Web Branding. 13. Save your changes. Click Apply or OK.
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Configure Individual Service Providers

Once a service provider or an enterprise is added to the system, perform the following steps for each one:
Configure system resources Assign domains Authorize services
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Specific Service Provider Configuration
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SP/Enterprise Resources
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Access Resources Menu

1. On the System Profile menu page, click Service Providers: The System Service Providers page displays; or, Enterprises: The System Enterprises page displays. 2. Select the service provider or enterprise to edit. Click Edit or click the name of the service provider or enterprise. The Service Provider/Enterprise Profile menu page displays. 3. On the Options list, click the Resources menu item. The Service Provider/Enterprise Resources menu page displays for the service provider or enterprise you selected.
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SP/Enterprise Conference Ports
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Assign Conference Ports

1. On the Service Provider/Enterprise Resources menu page (for either the service provider or enterprise), click Conference Ports. The Service Provider/Enterprise Conference Ports page displays. 2. Click Unlimited to allocated unlimited conference ports to this service provider or enterprise. Or, Click Limited To and type the number of conference ports this service provider or enterprise can allocate to their groups. 3. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page
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SP/Enterprise Assign Domains
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Assign Domains
1. On the Service Provider/Enterprise Resources menu page, click Assign Domains. The Service Provider/Enterprise Assign Domains page displays. 2. On the Service Provider/Enterprise Available Domains column, select the domains to be assigned to the group. On a column, you can select some or all of the items. Item names are listed in alphabetical order. 3. To select several items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard. 4. To move only selected domains from one box to the other, click Add >. 5. To move all the domains from one box to the other, click Add All >>. 6. Assigned domains display in the Service Provider/Enterprise Assigned Domains box. 7. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page.
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SP/Enterprise Domains Modify
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Modify Domains
1. On the Service Provider/Enterprise Resources menu page (for either the service provider or the enterprise), click Domains. The Service Provider/Enterprise Domains page displays. 2. Click Edit or any item on the corresponding row of the domain to modify. The Service Provider/Enterprise Domains Modify page displays. 3. Click Edit or any item on the corresponding row of the group assigned to the domain to modify. The Profile page displays for the group.
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SP/Enterprise Numbers
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Change Numbers
1. On the Service Provider/Enterprise Resources menu page (for either the service provider or enterprise), click Numbers. The Numbers page displays. 2. To modify existing numbers, click Edit or any item on the corresponding row of the number or range of numbers to modify. The Service Provider/Enterprise Numbers Modify page displays. To unassign phone numbers, move selected phone numbers from the Assigned Phone Numbers box to the Unassigned Phone Numbers box. On the Assigned Phone Numbers column, select the numbers to be unassigned. To unassign numbers, move selected phone numbers from the Assigned Phone Numbers box to the Unassigned Phone Numbers box. To assign phone numbers, move selected phone numbers from the Unassigned Phone Numbers box to the Assigned Phone Numbers box. 3. To add, click Add. The Service Provider/Enterprise Numbers Add page displays. Add new numbers and click OK. 4. To delete numbers, check the Delete check box for the corresponding number or number range to delete. 5. To save your changes and display the previous page, click OK. 6. To exit without saving, select another page or click Cancel.
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SP/Enterprise Services
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Authorize or Unauthorize Services

1. On the Service Provider/Enterprise Resources menu page (for either the service provider or enterprise), click Services. The Service Provider/Enterprise Services page displays. 2. Click Select All or check individual services to permit the use of services by the service provider or enterprise. Uncheck services to deny their use. 3. Authorized Services are indicated by a check mark. Checked services are available for authorization to a group. 4. Check the Limited To box to the right of the service name, and type a number of service instances limit for this service provider or enterprise. 5. Based on the number of licenses purchased by a service provider or enterprise, this field can be used to track and limit the number of instances of a service used by a service provider or enterprise (number of instances authorized for a group displays in the Allocated column). This field does not have to be used. 6. To save your changes and display the previous page, click OK. To exit without saving, select another page or click Cancel.
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Services Enhanced Call Logs
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Configure Enhanced Call Logs

The system provider administrator is responsible for provisioning the service provider/enterprise level call log maximums (number of call logs and expiry period). This is done in the service provider (or enterprise) level, under the Services menu, with the Enhanced Call Logs page. These maximums are used by users having the Enhanced Call Logs feature assigned to them. When the Enhanced Call Logs feature is assigned, logs are not written to the TimesTen database anymore, but to an external call detail server, using the Radius protocol. They are retrieved using the SOAP over HTTP protocol. 1. From the Service Provider/Enterprise Services menu, click Enhanced Call Logs. 2. In the Maximum number of call logs per call type text box, enter the maximum number. The range is from 1 10,000. 3. In the Call logs expiry period text box, enter the number of days. The range is from 1 1000. 4. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. 5. To exit without saving, select another page or click Cancel to display the previous page.
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Specific User Configuration
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Specific User Configuration

System administrators are responsible to configure the Malicious Call Trace feature for users and the Outgoing Message Waiting Indicator (MWI) feature for external users. These features must be configured on a user-by-user basis.
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System Users
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Search for a User

1. From the System home page, select Profile. 2. Select Users from the Profile page. 3. Select a keyword to search by from the first drop-down list on the left. 4. Select a search condition from the second drop-down list. 5. Type the text for the search condition in the text box. 6. Click Search. NOTE: If the search produces a list that exceeds 1,000 entries, a warning displays. 7. Click Edit or any item on the row of the user to configure. The User Profile menu page displays.
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User Malicious Call Trace
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Configure Malicious Call Trace for a User

1. On the User Profile menu page, on the Options List click Call Control to access the User Call Control menu page. 2. Click Malicious Call Trace. The User Malicious Call Trace page displays. 3. Click the Malicious Call Trace On to enable this service. Click the Malicious Call Trace Off to disable this service. 4. Click the Trace Type to All Incoming Calls to trace all incoming calls to the users telephone, Answered Incoming Calls to trace incoming calls that the user answers, or All Incoming and Outgoing Calls. 5. To limit the time frame of the malicious call trace, type or select data for the Trace Time Period. Required data is indicated with an asterisk (*). 6. Type the beginning date (Start Date), and its end date (End Date). 7. To select a date, click the calendar icon to the right of the text box for a date. On the calendar box, click either of the inner circles with arrowheads to change the month. Click either of the outer circles with arrowheads to change the year. Then, click the day. The selected date displays in the text box. 8. Select the Start Time and Stop Time from the drop-down lists. 9. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page.
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User Outgoing Message Waiting Indicator
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Configure Outgoing Message Waiting Indicator for a User

1. On the User Profile menu page, on the Options List click Messaging to access the User Messaging menu page. 2. Click Outgoing MWI. The User Outgoing Message Waiting Indicator page displays. 3. Click the Outgoing SMDI Message Waiting Indicator On to enable outgoing MWI service. Click the Outgoing SMDI Message Waiting Indicator Off to disable the outgoing MWI service. NOTE: MWI messages cannot be sent over the SMDI interface unless this functionality is enabled for the user. At least one number must be specified for the user. 4. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. To add a number: 1. On the User Outgoing Message Waiting Indicator page, type the phone number to add. Type a number of 10 digits. Numbers are not displayed to users. 2. Click Add. The phone number displays in the list of phone numbers at the bottom of the page. 3. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. To delete a number: 1. On the User Outgoing Message Waiting Indicator page, check the Phone Number to delete. 2. Click Delete. The list of phone numbers displays at the bottom of the page with the phone number removed. 3. Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous page. To exit without saving, select another page or click Cancel to display the previous page. NOTE: To delete the last phone number, click the Outgoing SMDI Message Waiting Indicator Off and then delete the phone number.
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Questions
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Hands-On Training
LAB 1 System Provisioning
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LAB 1: System Provisioning

This lab covers Application Server system provisioning. After you complete this lab, you will be able to: - Create a service provider - Select your service provider and authorize services
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A system administrator can create multiple service providers to support group administration segregation. 1. 2. 3. On the System Profile menu page, click Service Providers. The System Service Providers page displays. Click Add Service Provider Wizard. The System - Service Provider Setup: Step 1 of 5 - Add a Service Provider page displays. Create a new service provider with the following attributes:
Team Service Provider ID SP1 Domains Administrator Password Language Authorized Services Select All Phone Numbers 2403645111 2403645216 2403649171 Team 2 SP2 grp21.com grp22.com Team 3 SP3 grp31.com grp32.com Team 4 SP4 grp41.com grp42.com Team 5 SP5 grp51.com grp52.com Team 6 SP6 grp61.com grp62.com Team 7 SP7 grp71.com grp72.com Team 8 SP8 grp81.com grp82.com Team 9 SP9 grp91.com grp92.com sp9_admin 123456 English Select All sp8_admin 123456 English Select All sp7_admin 123456 English Select All sp6_admin 123456 English Select All sp5_admin 123456 English Select All sp4_admin 123456 English Select All sp3_admin 123456 English Select All sp2_admin 123456 English Select All 2403645112 2403645242 2403649177 2403645115 2403645248 2403649251 2403645141 2403645252 2403649253 2403645193 2403645255 2403649257 2403645195 2403645264 2403649259 2403645177 2403645230 2403649248 2403645136 2403645148 2403649249 2403645387 2403649225 2403649226
Team 1
grp11.com grp12.com
sp1_admin
123456
English
4.
To save your changes, click Finish.
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Assign Services to Service Provider

A system administrator can assign services to a service provider. 1. Select a service provider. 2. On the Service Provider/Enterprise Resources menu page (for either the service provider or enterprise), click Services. The Service Provider/Enterprise Services page displays. 3. Click Select All or check individual services to permit the use of services by the service provider or enterprise. Authorized Services are indicated by a check mark. Checked services are available for authorization to a group. 4. To save your changes and display the previous page, click OK.
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BroadWorks Services Provisioning

Module 1: System Provider Provisioning Release 12 Version 1

BroadWorks Network Layout

MS/CS & Voice POPS

Management Network Data DMZ

Access Network Customer Network Customer Network

Peer VoIP Network

PC IE Browser SIP Phones

Application Server User Hierarchy

Users Virtual System

Application Server User Hierarchy

Using BroadWorks Web Portal

CommPilot System Provider Home Page

CommPilot System Provider Home Page

System Resources Menu

System Services Menu

System Utilities Menu

System Domains Add

System Domains Modify

Modify or Delete a Domain

List Service Providers

List Service Providers

Add a Service Provider or Enterprise

Service Provider Setup: Step 1 of 5

Add a Service Provider

Service Provider Setup: Step 2 of 5

Add a Service Provider

Service Provider Setup: Step 3 of 5

Add a Service Provider

Service Provider Setup: Step 4 of 5

Add a Service Provider

Service Provider Setup: Step 5 of 5

Add a Service Provider

Delete a Service Provider

Delete a Service Provider

Modify or Delete an Administrator:

System Resources Menu

System Carriers Modify

Modify or Delete a Carrier

List Numbers on System

System Services Menu

Configure Conferencing Settings

Configure Call Notify

System LDAP Directory

Configure LDAP Directory

Services Voice Messaging

Configure Voice Messaging

System Voice Portal

Configure Voice Portal

System Voice Portal

System Voice Portal

System Voice Portal

System Voice Portal

Hoteling Menu Check Host Status Associate With Host

Disassociate From Host

System Voice Portal

Skip Forward Jump to Begin Jump to End

System Voice Portal

Listen to Current Introduction/Message Set/Clear Urgent Indicator

Set/Clear Confidential Indicator

Return to Previous Menu Repeat Menu

System Voice Portal

System Voice Portal