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Setting Up IAF 2.6

Internet Administration Framework Administrator Guide

IAF Support

Printed on June 24, 1998

These materials are made available under license and remain the proprietary and confidential information of Solect Technology Group. These materials may not be disclosed, published, or reproduced, in whole or in part, without the prior written consent of Solect Technology Group. These materials may be used only in connection with the internal business operations of the licensee of the related software produce and not for benefits of any other person.

Solect Technology Group, Inc. 1998 All rights reserved.

IAF

All other trade names or trade marks referred to in this document are the property of their respective owners.

The information in this publication is believed to be accurate in all respects; however, Solect Technology Group cannot assume responsibility for any consequences resulting from its use. The information in this document is subject to change. Revisions to this publication or a new edition of it may be issued to incorporate such changes.

is a registered trademark of Solect Technology, Inc.

User Support is available Monday to Friday, 9:00 a.m. - 5:00 p.m. Eastern Standard Time.

Telephone

416 216-5959

Fax

416 363-1011

Email

iaf-support@solect.com

When contacting the IAF Support Desk please be prepared to supply the following information:

Your name and company name, and the preferred method of Solect’s response (telephone number, e-mail address).

The nature of the problem and what was being attempted at the time the problem occurred.

Verbatim content of any error messages.

System information including: platform hardware, OS version, RAM capacity, and swap space.

Browser type and version number.

IAF version - this can be determined by entering $IAF_HOME/VERSION at the command prompt.

Table of Contents

Chapter 1

Introduction

1

Audience

2

IAF Modules

3

Customer service

3

IAF configuration utility

4

Customer self-care

6

Auto-registration

8

IAF Principles

9

Account / user relationships

9

Corporate / retail relationship management

9

Packages

10

Rating

11

Billing

11

Payment terms

12

Tunnelling

12

Architecture

13

Recommended System Requirements

15

Hardware

15

Operating system

15

IAF server requirements

15

IAF satellite requirements

16

Network access server (NAS)

16

Server

16

Browser

16

iv

Table of Contents

IAF modules

17

Chapter 2

Starting IAF

19

IAF Installation

19

Installation package checklist

19

Installing packages

21

Obtaining a license

22

Contacting SOLECT

22

Login

23

iafconfig

23

iafconfig roadmap

25

iafconfig (HTML)

25

Log Out

26

iafconfig

26

iafconfig (HTML)

26

Chapter 3 Product Administration

27

Packages

28

Billing frequency

28

Periodic fees

28

Usage fees

28

Package discounts

28

Changing Packages

29

Time package

29

Creating a time package

30

Time package name

31

Time package standard rules

31

Time package discount rules

32

Changing time packages

34

Deleting time packages

34

Disk package

35

Creating a disk package

35

Disk package name

36

Disk package standard rules

36

Changing disk packages

37

v

Web package

37

Creating a web package

37

Web package name

38

Defining the standard web rules

39

Setting the web discount rule

39

Web discount examples

41

Changing web packages

42

Deleting web packages

42

Miscellaneous package

43

Misc. package name

43

Creating the standard misc. rate

43

Promotions

44

Promotions example

45

Creating a promotion

46

Creating the promotion name

46

Defining promotional offerings

46

Changing packages inside a promotional offering

48

Deleting promotions

48

Discount Offerings

48

Discount standard rules

49

Fixed amount or rate sample discount offerings

50

Tiered discount example

51

Banded Services

53

Examples

53

Chapter 4 General Administrative Tasks

55

Security Maintenance

56

Viewing security levels

58

Changing security levels

58

Setting up userids and passwords

59

Blocking userids

59

Changing CSR security access

60

Terminating a CSR

61

Audit tracking

61

User Preferences

63

Suspending users

63

vi

Table of Contents

Points of Presence (POPs)

64

Adding POPs

65

Changing POP information

65

Deleting POPs

66

Payment Terms

66

Defining payment terms

67

Deleting a payment term

67

Credit Rating

67

Defining credit ratings

68

Deleting credit ratings

68

Tunnelling

68

Configuring POPs for tunnelling

69

Updating tunnel information

71

Deleting a tunnel

71

Domain Names

72

Creating domain names

72

Deleting domain names

72

Services

73

Creating services

73

Updating service information

74

Removing a service offering

74

Routing Priority

74

Creating levels of service

75

Updating the LOS description

75

Deleting LOS

76

Move users

76

Moving users between accounts

77

Taxes

78

Applying taxes

78

Chapter 5 Billing & Invoicing Rules

79

Billing Types

80

Anniversary billing

80

Special dates

82

Fixed-date billing

83

Prorating

83

vii

IAF Principles

83

Advance billing

83

Arrears billing

83

Banded services

84

Billing cycle

84

Countdown billing

85

Discount offerings

85

Fees

85

Periodic fee

85

Usage fee

85

Connection fee

85

Reconnection fee

85

Disconnection fee

85

Hierarchical billing

86

Subscription dates

86

ISDN and 800 surcharges

86

One-time charges

86

Package discounts

86

Payment

87

Suspended accounts

87

Taxes

87

Termination

87

Rating

87

Rating process

88

Credit card

88

External systems

88

Moving users

88

Rating across billing cycles

89

Time package rating rules

89

Invoicing

90

Invoice settings

91

Sample invoice

92

Chapter 6 Database Administration

93

Purging

93

Compact database

94

Space utilization

95

Account numbers

95

viii

Table of Contents

Appendix A User Batch Processing

97

File format

97

Processing rules

98

Sample batch file

99

Batch processing

99

Batch results

99

Batch processing errors

100

Appendix B Known Limitations

101

Index

103

Chapter

1

Introduction

Internet Administration Framework (IAF) provides a complete service management, customer care, and billing solution designed to meet the needs of Internet Service Providers (ISPs). IAF offers a standard, easily customized framework for providing online customer management, service management, billing, and rating services.

IAF is an integrated, automated solution that provides:

Flexible service management.

Service provisioning.

Usage data collection.

Customizable customer management system.

Customizable HTML graphical user interface.

Flexible rating engine.

Robust billing capabilities.

Integration with existing legacy systems.

IAF is Year 2000 compliant which means that it will:

Manage and manipulate data involving dates, including both single and multi-century formulas. It will not produce incorrect values or invalid results involving century dates.

2

Introduction

Provide that all date-related user interface functionality and data fields represent the century in an unambiguous way.

Provide that all date-related data interprets and represents the century in an unambiguous way.

Properly handle the Year 2000 as a leap year.

Audience

Setting Up IAF 2.6 – Administrators guide, is targeted at System Administrators and Database Administrators responsible for setting up the initial IAF configurations and maintaining the day-to-day IAF operations. Sales and Marketing staff who need to understand how IAF handles packages, rating, tunnelling and registration preferences.

IAF Modules

Customer service

3

The Customer Service module provides Customer Service Representatives (CSRs) with the tools they need to manage customer information. CSRs can register and administer account and customer data, assign service offerings to accounts, and answer customer billing and usage inquiries.

The road map below shows tasks the CSR typically performs.

 

Login

Searching

Customer Service Representative Tasks

Accounts

Users

Account Management

Adding Changing Deleting View Call Detail Records

User Management

Adding

Changing

Deleting

Administrator Management

Adding

Changing

Deleting

Accounting

Apply one-time charge Billing and invoicing Post a debit/credit amount View receivable transactions

Reporting

Invoice inquiries

Hierarchy relationships

Sales analysis

Payment history

IP Addresses Management

Assigning

Deleting

 

Tunnelling

Assigning

Changing

Deleting

Figure 1

Customer Service Representative tasks

4

Introduction IAF configuration utility

IAF configuration utility

System Administrators and Database Administrators use the iafconfig module which is an X-windows utility that allows ISPs to configure their service package offering, billing and rating rules, and manage ISP logins and passwords.

The IAF configuration utility allows ISPs to:

Set up CSR logins and passwords.

Create packages, usage rates and discount rules.

Configure points of presence (POPs).

Assign security levels that provide access to different IAF functions.

Manage tunnels.

Define billing and payment options.

View day-to-day activities performed in IAF by all CSR and System Administrators.

Optimize space in the database.

The road map below shows the tasks the System Administrators or Database Administrators can perform:

Figure 2

System Administrator tasks

5

 

System Administrator Tasks

 

Account numbers

Space utilization

Compact database

Purging records

User Batch Processing

Account numbers

Space utilization

Compact database

Purging records

Database Administration

Invoicing

Rating

IAF principles

Billing types

Security maintenance User references Point of Presence (POPs) Payment terms Credit rating Taxes

Billing & Invoicing

General Administrative Tasks

Packages (time, disk, web, and miscellaneous) Promotions and promotional offerings Discount offerings Banded services

Product Administration

Installation procedures Licenses Login / Logout

Starting IAF

   

Move users

Routing priority

Services

Domain names

Tunnelling

 

6

Introduction

Customer self-care

Customer self-

The Customer Self-Care module allows users and administrators to view usage and registration information. It has a fully customizable HTML interface, and its appearance can be changed to reflect the unique business identity of the ISP.

care

The tasks performed with this module divide into two sections:

The Administrator section allows an account administrator to access account and user information.

Corporations can assign administrators within their organization to manage all the employees registered under the corporate account. This reduces the number of CSRs required by the ISP to manage corporate accounts.

Each account can be assigned one or more administrators who have privileged access to account information. Access to IAF functions is dependent on the security level of the account administrator; security levels are assigned to specific IAF functions.

The General section is for users who want to change their password or view their account usage statistics for the current billing cycle.

7

The road map below shows the tasks the users and administrators typically perform:

Customer Self-Care Tasks

Login

Administrator Functions

Adding accounts Setting up users Searching users Change administrators’ contact name Manage users Change address Change phone number View Call Detail Records Change credit information View Call Detail Records Change package information Delete a user

User Functions (General section)

View Usage and billing View Call Detail Records Change Password

Figure 3

Customer Self-Care tasks

8

Introduction

Auto-registration

Auto-registration

The auto-registration module is a flexible and extensible solution for developing an online registration application that benefits ISPs and their customers.

The benefits for the ISP include:

The ability to create branded CD-ROMs.

Automatic address and credit card verification if credit card billing is implemented.

Real-time collection and validation of data.

International language support through dynamically generated HTML and Javascript.

The benefits for the ISP’s customer include:

Easy to use, step-by-step instructions that move the customer forward and backward through the registration application.

Registration at the customer’s convenience.

Note:

The Auto-Registration module is not part of the core IAF package. Its installation and configuration for your business environment is arranged for separately, and is handled by a Solect Implementation Engineer.

IAF Principles

9

Account / user relationships

For each user, an account is created in IAF that records the user’s name, contact information, identification, service offerings, and any other information the ISP may want to record. Each account can have one or more registered users, but a user may belong to only one account with access to the service offerings assigned to that account. Service usage data is collected and recorded against the account for subsequent billing.

   

Account

   

Contact name

Address

Credit information

Service offerings

 
   

User 1

   

User 2

 

Userid

Userid

Password

Password

 

Figure 4

Account / user relationships

 

Corporate / retail relationship management

IAF allows for account hierarchies, which can be understood as parent / child relationships. Accounts can be designated as parent or child accounts which can have separate service offerings and user information. The child account can be set up so that its billing information is forwarded to the parent account. The parent is the account holder; it receives the bill and is responsible for the receivables when hierarchical billing is enabled, see Hierarchical billing on page 86.

For example, corporate departments can be child accounts which allows them to select and manage their own services. The head office can be the parent account who is responsible for paying the bill.

10

Introduction

Packages

Packages

Parent of entire hierarchy Account 1 User A User B Account 3 Account 2 User
Parent of entire hierarchy
Account 1
User A
User B
Account 3
Account 2
User C
User D

Figure 5

Children of Account 1

Parent / child relationships

Parent of User C and User D. Child of Account 1.

ISPs can define packages with pricing plans to generate a variety of service offerings. Packages can be priced individually or bundled together and offered through promotions.

There are five package types (time, web, disk, miscellaneous, and discounts) and within each, the ISP can create a wide range of service offerings to its customers. For each offering, the ISP can define and maintain service attributes and associated pricing plans, including rates and discounts.

The five package offerings include:

Time is a usage-based service charge. Customers are charged an amount for connection time used and/or a flat rate. IAF can be customized to charge for volume of data transferred and for number of mailboxes.

Disk service offerings allow ISPs to charge customers a flat rate for an allocated amount of disk space and can also be customized to charge for amount of disk spaced used.

Miscellaneous fixed-rate service offerings allow ISPs to manage recurring charges for services that cannot be classified as a time, disk, web or discount package. For example, equipment rental, leased lines, or support. This category can also be used for any service that requires a flat fee billing period.

Web service offerings allow ISPs to charge a flat rate for web-site hosting and for number of hits made against a customer’s web site.

Discounts are special pricing plans that are applied against a customers account balance, that is, they are not tied to a specific package.

11

Rating

IAF provides rating that allows ISPs to price and discount service usage activity. Rating rules include:

Rating based on specific unit prices.

Quantity-based rating and discounts, for example, buy a fixed amount of one particular service, and receive a discount.

Fixed-price and percentage-off discounting, for example, $19.99 on sale for $15.99 or a 20% off sale.

Time of day and day of week filtered rating and discounting, for example, Sunday can have a different rate than Monday.

Tiered discount plan based on account balance.

Automatic pro-rating of fees with fixed-date billing.

Billing

IAF handles unique billing and payment requirements, allowing ISPs to generate account invoices and reports on a monthly, quarterly, semi-annually or annual basis. Customer account and rating information is assembled and formatted to meet specific invoice requirements.

IAF billing:

Processes all accounting information including discounts and taxes.

Supports arrears or advance billing.

Handles one-time charges.

Offers automatic account suspension if payment is late.

Can be configured to produce mailing or email-ready invoices or to post credit card transactions.

Billing information is recorded in near real time for up to the second usage inquires using to the following process:

1. As service detail records are received from the data collection agents, they are immediately rated and inserted into the IAF database.

2. Fees are calculated and inserted into the IAF database when they are due.

3. On an account’s billing day, fees and rated event records are calculated and included in the invoice amount.

IAF billing can be used on its own, or in conjunction with external legacy account systems.

12

Introduction

Tunnelling

Payment terms

A payment term is assigned to an account when it is created. If an account has an outstanding balance after its payment term has expired, the account can be automatically suspended, only if the ISP runs nightly with the -o option, that is

nightly -o.

The following payment methods can be used:

Tunnelling

Cash.

Cheque.

Credit card.

IAF provides the functionality to define IP tunnels, assign tunnels to customers, and to provision tunnels in the network. ISPs can charge for tunnel usage records and bill retail and corporate accounts.

Tunnelling enables the ISP to offer the following services:

Roaming within ISP boundaries.

This service is designed for retail and corporate customers who require access from different geographical locations.

Work at home.

This service is designed for corporations who want to offer dial-up access to their employees. The IP tunnel provides customers with secure access through the corporate firewall. Additionally, this ensures corporate restrictions to the public network are also enforced for the customer.

Architecture

13

IAF is a framework of integrated components that provides a fully customizable service management, customer-care, and billing solution.

IAF components include:

IAF Server.

Billing A process of applying fees and discounts for services rendered.

Configuration Utility An interface that allows System Administrators to make typical system and database administrative tasks.

Dispatcher Sends and receives information to and from the database and the respective satellites.

ORACLE IAF uses ORACLE database to stores customer information, billing, and rating information.

Nightly A process that runs daily — terminates pending-termination accounts, disables inactive accounts, suspends overdue accounts, and triggers accounts who have reached their email and suspend threshold for countdown billing.

IAF Satellites.

Data collectors. Collect start and stop record information to be passed to the server for rating.

Provisioning agents (IAF slave). Provisions users and tunnells.

Customer Management.

Customer Self-Care Account administrators use the Self-Care module to view and maintain user and account information.

Customer Service Customer Service Representatives (CSRs) manage accounts, users, and receivables through the Customer Service module.

14

Introduction

Tunnelling

Figure 6 shows a visual overview of IAF.

Customer Service Customer Self-Care
Customer Service
Customer Self-Care
Dispatcher ORACLE Billing Configuration
Dispatcher
ORACLE
Billing
Configuration
Provisioning Agent (IAF slave) Data Collector
Provisioning Agent
(IAF slave)
Data Collector
Provisioning Agent (IAF slave) Data Collector Customer Management IAF Server Satellites Figure 6 IAF
Provisioning Agent (IAF slave) Data Collector Customer Management IAF Server Satellites Figure 6 IAF

Customer

Management

IAF Server

Satellites

Figure 6

IAF System Architecture

15

Recommended System Requirements

System requirements vary for each installation and configuration of IAF.

Hardware

Supported hardware platform: SUN.

Operating system

Supported OS versions: Solaris 2.5.1 (complete distribution with all recommended patches, including year 2000 patches).

IAF server

Minimum IAF server requirements for less than five thousand subscribers:

requirements

Sparc 20 or better.

128 MB RAM.

8 GB disk space.

file systems:

/64 MB

swap256 MB

/usr450 MB

/var128 MB

/opt250MB

/export/homeremainder

Minimum IAF server requirements for more than five thousand subscribers:

Ultra 1 or 2.

256 MB RAM.

12 – 16 GB disk space.

16

Introduction IAF satellite requirements

IAF satellite

Minimum IAF satellite requirements for less than five thousand subscribers:

requirements

 

Sparc 5 or better

64 MB RAM.

2 GB disk space.

file systems:

/64 MB

swap128 MB

/usr450 MB

/var128 MB

/opt250MB

/export/homeremainder

Minimum IAF server requirements for more than five thousand subscribers:

Sparc 20 or better.

128 MB RAM.

2 – 4 GB disk space.

Network access

NAS must support one of:

server (NAS)

 

Cisco Secure 1.x or 2.x.

Erpcd v 10.

Radius v 2.4.

XTACACS v 3.4.

TACACX+ v 2.1.

Server

Recommended server: Netscape Commerce Server

Browser

Recommended browser: Netscape v 4.04 or higher

IAF modules

17

Solect supports IAF 2.6 Customer Service, Customer Self-Care, and iafconfig HTML modules on the following:

Win32 platforms.

Customer Self-Care is supported on:

Netscape v 4.0 or higher.

Netscape v 3.01, 3.03, 3.04.

Internet Explorer v 4.0.

Customer Service is supported on:

Netscape v 4.04 and higher.

18

Introduction

IAF modules

Chapter

2

Starting IAF

IAF Installation

The installation process includes a collection of packages that must be installed in a specific order. The packages are collections of software and data that can be installed and managed by the Solaris Installation and Packaging utilities. These utilities include:

pkgadd to add or upgrade a package.

pkgrm – to remove an existing package.

pkginfo – to list package information.

Please refer to the Solaris Installation and Packaging utilities man pages for more information.

Installation package checklist

To save time during the installation process, the following checks are recommended prior to installing IAF:

1. Verify that you have sufficient disk space (500 MB).

20

Starting IAF Installation package checklist

2. Verify directories and file locations for each package installation. Table 1 explains the available packages, their main function and the required information.

Package Name

Main function

Required Information

IAFrdbms

ORACLE RDBMS.

Full path of ORACLE home directory. ORACLE userid. Questions whether to modify /etc/system.

IAFbase

Core product.

Full path of ORACLE installation. The default is almost always correct, but does not look like the string entered in IAFrdbms.* ORACLE UNIX userid.* User name of the IAF ORACLE account.* Password for the IAF ORACLE account.* ORACLE system account password.* Name of new IAF ORACLE SID.* Host name of IAF License server.* Socket port number that the License server listens on IAF.*

IAFuicore

User interface.

Netscape main directory location. Full path to the Netscape cgi-bin directory.* Full path to the Netscape HTML doc directory.*

IAFuiconf

Configuration utility.

Netscape main directory location. Full path to the Netscape cgi-bin directory.* Full path to the Netscape HTML doc directory.*

IAFcc

Credit card engine.

Full path to ICVERIFY directory.

IAFbill

Billing engine.

Generic information specific to the IAFbill package.

IAFsatlt

Satellite engine.

Host name of the IAF license server. Socket port number that the license server listens on IAF. Host name where IAFbase is installed. Type of terminal server used for dial-in access. Path and name of the terminal server’s log file. Path to the user’s home directory.*

Table 1

Available installation packages

21

Package Name

Main function

Required Information

IAFcsr

Customer Service

Netscape main directory location. Full path to the Netscape cgi-bin directory.* Full path to the Netscape HTML doc directory.*

module.

IAFcsc

Customer Self-Care

Netscape main directory location. Full path to the Netscape cgi-bin directory.* Full path to the Netscape HTML doc directory.*

module.

Table 1

Available installation packages

 

Installing

packages

Note:

The installation process provides default values for information denoted with an asterisk (*).

To install IAF packages

1. Insert the CD-ROM and login as root.

2. Change to the packages directory.

3. If you are within the packages directory on the cd rom and if you want to use the package menu, at the command prompt type:

pkgadd -d.

To avoid the menu, you can install each package separately at the command prompt using the following format:

pkgadd -d. <package name>

If you are not within the package directory, use the following format:

pkgadd -d <directory name> <package name>

4. Pick the number of the package you want to install from the package menu. The core packages must be installed in the following order:

1. IAFrdbms

2. IAFbase

3. IAFuicore

4. IAFuiconf (must exist on the same system where ORACLE is installed)

Add-on packages can be installed in any order:

IAFcc

IAFbill

IAFsatlt

22

Starting IAF Obtaining a license

IAFcsr

IAFcsc

IAFcsr and IAFcsc are dependent on IAFuicore. Therefore, if IAFcsr is installed on a separate machine, IAFuicore must be installed on the same machine. The same is true for IAFcsc.

5. Answer prompts for each package. The prompts represent a series of questions specific to the package you are installing.

6. Repeat step 3 and 4 until all required packages are installed.

7. The last step of installation requires you to obtain a license from Solect.

Obtaining a

Add-on packages require a valid license. IAFcc, IAFbill, IAF satlt, IAFcsr, and

license

IAFcsc require separate licenses. Solect requires:

Package name and version.

Host name of the machine the package is installed on.

Host ID of the machine the package is installed on.

Send this information by email to license@solect.com and indicate the appropriate return e-mail address.

Contacting SOLECT

Telephone

Regular mail

(416) 216-5959

SOLECT 55 University Ave. Suite 1500 Toronto, ON CANADA M5J 2H7

Table 2

SOLECT’s phone number and address

Login

23

Once IAF is installed, you are now ready to configure IAF according to your business needs. You must first follow the configuration login procedures.

IAF’s configuration utility is shared between two modules:

X-windows iafconfig — referenced in this documentation as iafconfig.

HTML iafconfig — referenced in this documentation as iafconfig (HTML). A userid and password is required.

The configuration utility is used by System Administrators and personnel responsible for defining and setting up business rules as they apply to IAF. Sales and Marketing groups may find iafconfig useful for determining the different service packages and rates available.

iafconfig

To log into iafconfig (X-windows)

1.

Open a UNIX session.

2.

Log in as root or iaf.

The environment variables set in $IAF_HOME/etc/profile must be included in root’s environment prior to running iafconfig as root.

3.

Type the root password or the iaf userid password.

4.

Type iafconfig and press Enter at the command prompt. The IAF Configuration Utility opens, see Figure 7.

The default ORACLE userid and password shipped with IAF is: iaf

24

Starting IAF

iafconfig

.

24 Starting IAF iafconfig . Figure 7 IAF Configuration Utility main window Setting Up IAF 2.6

Figure 7

IAF Configuration Utility main window

iafconfig roadmap

Iafconfig is an X-windows utility that contains five menus. Use the iafconfig Roadmap to help you find the required settings.

25

IAF Configuration Utility Roadmap
IAF Configuration Utility Roadmap
IAF Configuration Utility Roadmap

IAF Configuration Utility Roadmap

IAF Configuration Utility Roadmap

F i l e

E d i t

U s e r

S e c u r i t y

D a t a b a s e

Exit Packages Move User Compact Database Security User Admin Credit Rating Editor User Preferences Space
Exit
Packages
Move User
Compact Database
Security User Admin
Credit Rating Editor
User Preferences
Space Utilization
Action Level Admin
Payment Term Editor
Service Code Admin
Audit Log
Tax Table Editor
POP List
Services
Domains
Netscape Registration
Preferences
Telephone to POPs
Promotions
Levels of Service
Figure 8
iafconfig roadmap showing menu options

iafconfig (HTML)

8 iafconfig roadmap showing menu options iafconfig (HTML) Figure 9 iafconfig (HTML) login screen To log

Figure 9

iafconfig (HTML) login screen

To log into iafconfig (HTML)

1. From the IAF splash screen, click on the IAFconfig icon. The Login screen opens, see Figure 9.

2. Type your Userid.

3. Type your Password.

26

Starting IAF

iafconfig

4. Click on Login. The main iafconfig screen opens, see Figure 10.

on Login. The main iafconfig screen opens, see Figure 10. Log Out Figure 10 iafconfig (HTML)

Log Out

Figure 10

iafconfig (HTML) main screen showing Tunnels, Discounts, and Logoff buttons.

IAF maintains an audit table that tracks all connections to the database. For security reasons, it is recommended that you log off the system when you leave your workstation and at the end of the day.

iafconfig

To log out of iafconfig

1. Select the File | Exit menu.

2. From the confirmation dialog box, click on Yes. The UNIX prompt returns.

iafconfig (HTML)

To log out of iafconfig (HTML)

1. Click on Logoff System from the Navigation bar.

2. From the confirmation dialog box, click on OK. The main IAF splash screen returns, see Figure 10.

Chapter

3

Product Administration

Product administration allows you to define services and their corresponding rating rules, including promotions, discount offerings, and tiered rating rules that are referenced for calculation during the billing process.

IAF divides services into four package types:

Time packages.

Disk packages.

Web packages.

Misc. packages.

The x-windows configuration module of IAF allows you to set up and configure all package types.

Discounts are special rates that are attached to the account, but applied when the billing process is run.

Banded services represent tiered rates that override the rates defined at the package level when a certain threshold is reached. The threshold can be measured in number of hours or volume of users using a specific package.

28

Product Administration Billing frequency

Packages

Packages are set up in the Configuration module as a set of rules. The rules define the billing frequency, type of charge, and the rating priority.

Billing frequency

When you create a package, the billing cycle determines when the charge is applied and how often the charge is applied. All packages must have a billing cycle assigned. The billing cycle can vary for each package defined. For example, Table 3 shows four package types with different billing frequencies.

Package Type

Billing Cycle

Time

monthly

Disk

annually

Web

quarterly

Misc.

annually

Table 3

Package types showing different billing cycles

IAF supports four billing frequencies:

Monthly – applies package fee once per month.

Quarterly – applies package fee once every three months.

Semi-annually – applies package fee twice per year.

Annually – applies package fee once a year.

Periodic fees

Periodic fees are fixed dollar amount fees. Periodic fees are charged to an account defined by the billing frequency. For example, a time package can have a flat rate fee of $20.00 billed monthly regardless of whether the account used the service or not.

Usage fees

Usage fees are fixed dollar amount fees that are charged for a specific unit of measurement. For example, a time package can have a usage fee of $2.00/hour or a web package can have a usage fee of $0.50/web hit. The charge is only applied when the service is used.

Package discounts

Discounts are special rates that are applied against the package. IAF is shipped with two default discounts:

29

Time default package – 10 hours free per month.

Web default package – 10 web hits per month.

You can create additional time and web discounts and have them applied against a set billing cycle:

1st month, 2nd month,

,12th

month, anniversary – applies package fee on

designated month. For anniversary, applies fee on the yearly anniversary subscription date.

Anniversary – applies package fee on the yearly anniversary subscription date.

 

Note:

The default package discount is used when no other discounts apply, that is, when no other discounts are defined.

Changing

An account can be moved from one package to another in the middle of a billing

Packages

cycle. The new change takes effect at the start of the next billing cycle. Therefore, rating is not impacted.

Once an account is using a package, you cannot change any of the package rules. If you need to change package rules, select one of the following procedures:

Confirm there are no active accounts using the package and change the package rules in the Configuration module.

Create a new package in the Configuration module. From the Customer Service module, modify the account information and change the package to the new package, see Using IAF 2.6 – User Guide.

Time package

A time package represents a set of rating rules that are applied against an account’s usage – time-based service. The rules define:

Periodic fees.

Connection, reconnection and disconnection charges.

Weekly rates based on time of day and day of week.

Special holiday rates.

Discounted hours based on percentage rates.

30

Product Administration Creating a time package

IAF ships with a default rate setting. The default rate is used when there is no other day or holiday rate defined.

is used when there is no other day or holiday rate defined. Creating a time package

Creating a time package

Figure 11

Time Package List window showing available time packages

There are three steps involved to creating a time package:

1. Identify the time package name.

2. Define the standard rules and rates.

3. Define the discount rules and rates.

31

31 Time package name Time package standard rules Figure 12 Time Rate Editor window showing periodic

Time package

name

Time package

standard rules

Figure 12

Time Rate Editor window showing periodic fees and time usage rates

To identify the time package name

1. Select the Edit | Packages | Time Packages menu. The Time Package List window opens, see Figure 11.

2. Click on New.

3. Type the package name.

4. Type a brief description to describe the package settings.

5. Click on Save.

To define the time package standard rules and rates

1. Select the Edit | Packages | Time Packages menu. The Time Package List window opens, see Figure 11.

2. Choose the time package from the list.

32

Product Administration Time package discount rules

3. Click on Rates. The Time Rate Editor window opens, see Figure 12.

4. Set the periodic fees:

Fees

Description

Periodic fee

Flat rate fees that are independent of usage that are charged every billing cycle.

Connection charge

A one-time hookup fee.

Reconnection charge

A fee charged to reactivate a suspended account.

Disconnection charge

Apply a one-time fee when an account is terminated or suspended.

Table 4

Periodic fee descriptions

5. Set the following rule options:

Selection

Description

Type

Holiday or daily rate.

Day

Day of week (Monday - Sunday) when type is daily. Date when type is holiday (yyyy-mm-dd).

From Time

Starting time value, using a 24 hour clock.

To Time

Ending time value, using a 24 hour clock.

Rate

Dollar amount to charge.

Per

Hour or minute.

Table 5

Time Rate Editor rule options

6. Click on Add to save the daily or holiday rates. Repeat steps 3-6 until all daily and holiday rates are defined.

Time package

The Time Discount Editor allows you to offer a quantity of usage at a discounted

discount rules

rate (for example, 25 hours free).

IAF ships with a default discount amount of 10 hours free per month. The default setting is used when no other time discounts are defined, see Figure 13.

33

33 Figure 13 Time Discount Editor window showing default discount setting To define the time package

Figure 13

Time Discount Editor window showing default discount setting

To define the time package discount rules and rates

1. Select the Edit | Packages | Time Packages menu. The Time Package List window opens, see Figure 11.

2. Choose the time package from the list.

3. Click on Discounts. The Time Discount Editor window opens, see Figure 13.

34

Product Administration Changing time packages

4. Set up the discount rules:

Selection

Description

 

Billing Period

1st, 2nd,

,12th

month, anniversary.

Quantity

Number of hours or minutes.

Unit

Measurement of time (hours or minutes).

Discount

Percentage rate (0-100%).

Period

Discount duration: hours or minutes.

Description

Brief explanation of the current settings.

Table 6

Time Discount Editor rule settings

5. Click on Add. Repeat steps 5-6 until all discounts are configured.

Changing time

packages

Deleting time

packages

To change a time package setting

1. Select the Edit | Packages | Time Packages menu. The Time Package List window opens, see Figure 11.

2. Choose the time package from the list.

3. Click on Rates to modify the standard rules or click on Discounts to modify the discount settings.

4. Select the desired setting that requires updating and click on Change.

5. Type the new information.

6. Click on Save.

For more information, refer to Changing Packages on page 29.

You cannot change or delete a time package while it is in use (that is, while there are active accounts attached to the specific time package).

Once an account selects a time package, the package cannot be deleted since this affects rating and billing, see Changing Packages on page 29.

To delete a time package

1. Select the Edit | Packages | Time Packages menu. The Time Package List window opens, see Figure 11.

2. Choose the time package you want to delete from the list.

3. Click on Delete.

35

4. Click on Yes to confirm the delete request or click on No to cancel the request.

Disk package

A disk package represents a set of rules that rate according to disk services used. The rules define:

Creating a disk package

Periodic fee.

Billing duration.

Amount of available disk space in KB.

Note:

Disk packages do not allow for discounts, see Package discounts on page

28.

There are two steps involved to creating a disk package:

1. Identify the disk package name.

2. Define the standard rules and rates.

package: 1. Identify the disk package name. 2. Define the standard rules and rates. Figure 14

Figure 14

Disk Package List window

36

Product Administration Disk package name

Disk package

name

Disk package

standard rules

To create a disk package

1. Select the Edit | Packages | Disk Package menu. The Disk Package List window opens, see Figure 14.

2. Click on New.

3. Type the disk package name.

4. Type a brief description about the disk package.

5. Click on Save.

To define the standard disk package rules

1. Select the Edit | Packages | Disk Package menu. The Disk Package List window opens, see Figure 14.

2. Choose the disk package from the list.

3. Click on Rates. The Disk Rate Editor window opens, see Figure 15.

on Rates. The Disk Rate Editor window opens, see Figure 15. Figure 15 Disk Rate Editor

Figure 15

Disk Rate Editor window

4. Type the dollar amount in the Fee field.

5. Select the billing duration. Choose from monthly, quarterly, semi-annually or annually.

6. Type the maximum number of kilobytes.

7. Click on Save.

Changing disk

packages

37

To change disk package information

1. Select the Edit | Packages Disk Package menu. The Disk Package List window opens, see Figure 14.

2. Choose the disk package from the list.

3. Click on Change.

4. Type the new information. Choose from:

Fee

Billing period

Amount of disk space

5. Click on Save.

For more information, refer to Changing Packages on page 29.

Web package

A web package represents a set of rules that apply charges for web usage, disk space storage for web pages, and fees for number of hits made against a customer’s website, once per billing cycle.

Creating a web package

There are three steps involved to creating a time package:

1. Identify the web package name.

2. Define the standard rules and rates.

3. Set up the discount rules and rates.

38

Product Administration Web package name

38 Product Administration Web package name Web package name Figure 16 Web Package List window To

Web package

name

Figure 16

Web Package List window

To create a disk package

1. Select the Edit | Packages | Web Package menu. The Web Package List window opens, see Figure 16.

2. Click on New.

3. Type the web package name.

4. Type a brief description about the web package.

5. Click on Save.

Defining the

standard web

rules

Setting the web discount rule

Defining the standard web rules Setting the web discount rule Figure 17 Web Rate Editor window

Figure 17

Web Rate Editor window

39

To define the web package standard rules and rates

1. Select the Edit | Packages | Web Packages menu. The Web Package List window opens, see Figure 16.

2. Choose the web package from the list.

3. Click on Rates. The Web Rate Editor window opens, see Figure 17.

4. Type the periodic fee and billing cycle. Choose from:

Monthly.

Quarterly.

Semi-annually.

Annually.

5. Type the per web hit fee.

6. Type the amount of disk space available.

7. Click on Save.

The Web Discount Editor allows you to offer a quantity of web hits at a discounted rate. For example, 100 hits free or 100 hits at 50% off.

IAF ships with a default setting of 10 web hits free. The default setting is used when no other web discounts are defined.

40

Product Administration Setting the web discount rule

40 Product Administration Setting the web discount rule Figure 18 Web Discount Editor window To define

Figure 18

Web Discount Editor window

To define the web package discount rules and rates

1. Select the Edit | Packages | Web Packages menu. The Web Rate Editor window opens, see Figure 17.

2. Choose the web package from the list.

3. Click on Discounts. The Web Discount Editor window opens, see Figure 18.

4. Set up the discount rules:

Selection

Description

Billing Period

Defines when the charges take effect. Choose from monthly, quarterly, semi-annually, or annually.

Quantity

Number of web hits.

Discount

Percentage rate (0-100%).

Period

Discount duration (month or day).

Description

Brief explanation of the current settings

Table 7

Time Discount Editor rule settings

41

5. Click on Add. Repeat steps 4-5 until all discounts are configured.

For more information, refer to Package discounts on page 28.

Web discount

Table 8 provides the settings to configure a web discount of 350 web hits free in the

examples

first month.

Selection

Value

Billing Period

1st month

Quantity

350

Discount

100

Period

Month 350 web hits free

Description

Table 8

100 web hits free in the first month

Table 9 provides the settings to configure a web discount that is applied monthly, for 200 web hits at 50% off.

Selection

Value

Billing Period

Default

Quantity

200

Discount

50

Period

Month 200 web hits discounted at 50% off

Description

Table 9

200 web hits discounted at 50% on a monthly basis

42

Product Administration Changing web packages

Changing web

packages

Deleting web

packages

To change web package settings

1. Select the Edit | Packages | Web Packages menu. The Web Rate Editor window opens, see Figure 17.

2. Choose the web package from the list.

3. Click on Rates to modify the standard rules or click on Discounts to modify the discount settings.

4. Select the desired setting that requires updating and click on Change.

5. Type the new information.

6. Click on Save.

For more information, refer to Changing Packages on page 29.

You cannot change or delete a web package while it is in use, that is, while there are active accounts using the web package.

To delete a web package

1. Select the Edit | Packages | Web Packages menu. The Web Package List window opens, see Figure 16.

2. Choose the web package you want to delete from the list.

3. Click on Delete.

4. Click on Yes to confirm the delete request.

Miscellaneous package

43

Miscellaneous packages are flat rate fees that can be charged monthly, quarterly, semi-annually or annually.

Miscellaneous packages do not support discount rates.

Miscellaneous packages do not support discount rates. Misc. package name Creating the standard misc. rate Figure

Misc. package

name

Creating the

standard misc.

rate

Figure 19

Misc. Package List window

To create a miscellaneous package

1. Select the Edit | Packages | Misc. Package menu. The Misc. Package List window opens, see Figure 19.

2. Click on New.

3. Type the miscellaneous package name.

4. Type a brief description about the miscellaneous package.

5. Click on Save.

Miscellaneous packages only require a fixed dollar amount and billing cycle. When accounts are created, multiple miscellaneous packages can be assigned to the account.

44

Product Administration Creating the standard misc. rate

44 Product Administration Creating the standard misc. rate Figure 20 Misc. Rate Editor window To define

Figure 20

Misc. Rate Editor window

To define the misc. package rate

1. Select the Edit | Packages | Misc. Packages menu. The Misc. Package List window opens, see Figure 19.

2. Choose the misc. package from the list.

3. Click on Rates. The Misc. Rate Editor window opens, see Figure 20.

4. Type the periodic fee.

5. Select the billing frequency.

6. Click on Save.

Promotions

A promotion is a collection of service offerings (packages). The promotion is set up in the Promotions Editor, and the associated service offerings are configured through the Promotional Packages window.

ISPs hand out promotional Internet service packages at trade shows, conferences, through mass mailing lists and other advertising events. Each promotion is configured with a special ID to easily identify the promotional event and the available promotional offerings.

When customers register for services online, they are guided through a series of HTML screens that ask demographic, financial, and service-related questions. The service options are defined by the promotional event and customers must choose one promotional offering from the list of available offerings.

45

Promotions

Figure 21 shows a typical promotion configured with four types of service

example

offerings.

Promotion - (JSC00055A)

Promotional Offering - Light

Time package: $15/mth - 5 hrs Disk package: none Web package: none Misc. package: $5/mth - 5 email aliases

Promotional Offering - General

Time package: $20/mth - 100 hrs Disk package: $5/mth - 10MB Web package: $10/mth - 100 hits Misc. package: $5/mth - support

Promotional Offering - Advanced

Time package: $50/mth - unlimited hrs Disk package: $0 - 10MB Web package: none Misc. package: $20/mth - ISDN

Promotional Offering - Super User

Time package: $50/mth - unlimited hrs Disk package: $10/mth - 20MB Web package: $10/mth - 200 hits Misc. package: $20/mth - 1-800 usage

Figure 21

Sample promotion showing available service offerings

46

Product Administration Creating a promotion

Creating a

promotion

There are two steps involved to creating a promotion:

1. Defining the promotion.

2. Configuring the different promotional offerings and packages.

the different promotional offerings and packages. Creating the promotion name Defining promotional offerings

Creating the

promotion name

Defining

promotional

offerings

Figure 22

Promotions Editor window

To give the promotion a name

1. Select the Edit | Promotions menu. The Promotions Editor window opens, see Figure 22.

2. Click on New.

3. Type the Promotion Name.

4. Type the start date (yyyy-mm-dd) on which the promotion begins.

5. Type the end date (yyyy-mm-dd) on which the promotion ends.

6. Click on Save.

Once the promotion is defined with a name, the different promotional offerings can be created. Each promotional offering includes: one time package, one disk package, one web package, and as many miscellaneous packages as necessary.

47

47 Figure 23 Promotional Packages window To set up the different promotional offerings 1. From the

Figure 23

Promotional Packages window

To set up the different promotional offerings

1. From the Promotions Editor window, click on Packages. The Promotional Packages window opens, see Figure 23.

2. Click on New.

3. Type the promotional offering name, for example, bronze, silver or gold.

4. Type a brief description about the promotional offering.

5. Choose Yes for credit card payment or No to turn credit card payment off.

6. Select the packages included in the offering. You can only choose one time, disk, and web package.

48

Product Administration Changing packages inside a promotional offering

Changing packages inside a promotional offering

A package can be removed from a promotional offering and a new package added

at any given time since it is not associated with any account, only packages are.

To change a promotional offering

1. From the Promotions Editor window, click on Packages. The Promotional Packages window opens, see Figure 23.

2. Select the desired promotional offering from the list.

3. Click on Edit.

4. Select the new package(s) you want to include in the promotional offering.

5. Click on Save.

Deleting

promotions

To delete a promotion

1. Select the Edit | Promotions menu.

2. Click on the promotion you want to delete from the list.

3. Click on Delete. Make sure you are certain that you have the correct promotion selected from the list as there is no confirmation warning.

Discount Offerings

A discount offering represents a reduced rate that is deducted from a customer’s account balance once per the billing cycle. ISPs can set up and extend a variety of pricing options to accounts in its customer base by offering percentage and lump sum discounts.

To access the Discount packages module, log in to the iafconfig (HTML) screens.

IAF handles two types of discount plans:

Fixed discount plan.

Applies a fixed percentage rate or dollar amount discount against periodic fees incurred at the account level for a set number of months or day. For example, first month free, $100.00 off for first three months, or 50% off between June 1st - September 1st.

Tiered discount plan.

49

Applies a fixed percentage rate or dollar amount discount against the entire account balance as defined. You can create one or multiple discount tiers that are defined for different account balance levels. For example, 10% discount if account balances greater than $100.00, 20% discount for account balances greater than $250.00, and 50% discount for account balances greater than $400.00.

and 50% discount for account balances greater than $400.00. Discount standard rules Figure 24 iafconfig (HTML)

Discount standard rules

Figure 24

iafconfig (HTML) Discount Packages screen

To create a discount package

1. Log into the iafconfig (HTML) module.

2. Click on Discounts from the navigation bar. The Discount Packages screen opens, see Figure 24.

3. Complete the New Package details:

Field

Description

Discount

Package name.

Activity

All Fees - discount on periodic fees only. Balance - specific to tiered discount plans.

Length

Number of periods to apply the discount to. Dependent on the Period field.

Period

Measures the discount in months or days.

Amount

Unit value - dependent on the Unit field.

Table 10 Discount Package screen fields and descriptions

50

Product Administration Fixed amount or rate sample discount offerings

Field

Description

Unit

Dollar - fixed dollar discount amount. Percent - fixed percentage discount rate.

Limit

Used only for tiered discount plans where Activity is set to Balance.

Description

Text field used for package explanation. Accepts sixty characters.

yyyy-mm-dd

Discount start date.

yyyy-mm-dd

Discount end date.

Fixed amount or rate sample discount offerings

Table 10 Discount Package screen fields and descriptions

4. Click on Save.

Table 11 illustrates a discount offering that applies a 100% discount against the account balance.

Field

Discount setting

Discount

<<discount name>>

Activity

Allfees

Length

1

Period

Month

Amount

100

Unit

Percent

Desc

first month free

Table 11

First month’s periodic fees are free

51

To offer a $100.00 discount applied against an accounts balance in the first 3 months, use the settings described in Table 12.

Field

Discount setting

Discount

<<discount name>>

Activity

Allfees

Length

3

Period

Month

Amount

100

Unit

Dollars

Desc

$100.00 off for months 1, 2, and 3.

Table 12

First three month’s periodic fees discounted at $100.00 / month

To give a 50% discount during the months of June, July, and August, use the settings described in Table 13.

Field

Discount setting

Discount

<<discount name>>

Activity

Allfees

Amount

50

Unit

Percent

Limit

100

mm/dd/yy

06/01/98

mm/dd/yy

09/01/98

Desc.

50% off from June 1 to September 1

Table 13

June, July, and August discounted at 50% off

Tiered discount

There are two steps to consider before creating a tiered discount plan:

example

1. The discount package name. Each level created must use the same discount offering name.

2. The account balance ranges and the corresponding discount to apply.

52

Product Administration Tiered discount example

Table 14 illustrates a tiered discount plan that offers 10% off for account balances greater than $100.00, 20% off for account balances greater than $250.00, and 50% off for account balances greater than $400.00.

Field

Discount Settings

Discount

<<discount name>>

Activity

Balance

Length

12

Period

Month

Amount

10

Unit

Percent

Limit

100

Desc.

10% for account balances greater than $100.00.

Table 14

Part I of a three-tiered discount package showing a 10% discount for account balances greater than $100.00.

Field

Discount Settings

Discount

<<discount name>>

Activity

Balance

Length

12

Period

Month

Amount

20

Unit

Percent

Limit

250

Desc.

20% for account balances greater than $250.00.

Table 15

Part II of a three-tiered discount package showing a 20% discount for account balances greater than $250.00.

53

Field

Discount Settings

Discount

<<discount name>>

Activity

Balance

Length

12

Period

Month

Amount

50

Unit

Percent

Limit

400

Desc.

50% for account balances greater than $100.00.

Table 16

Banded Services

Part III of a three-tiered discount package showing a 50% discount for account balances greater than $400.00.

Banded services are tiered package rates that override the regular package rates. Banded services are attached to packages instead of accounts. This allows ISPs to set up alternate rates based on the volume of accounts attached to a specific package or based on total number of hours used under a specific package. Banded

services are ideal for ISPs who want to offer special rates to their resellers, dealers,

or corporate customers.

A Solect Implementation Engineer can customize IAF to handle banded services.

Examples

Table 17 shows a two-tier banded service that overrides the package hourly rates defined in iafconfig with the banded service rates.

Package

Activity

Limit

Unit

Amount

package A

connect

1000

hours

$0.50

package A

connect

3000

hours

$0.25

Table 17

Two bands attached to package A that charge different rates for 1-1000 hours and 1001-3000 hours.

54

Product Administration Examples

Table 18 describes a two-tier banded service by number of accounts using a package. The hourly rate changes if the number of accounts is greater than 5,000 and again if the number of accounts is greater than 10,000.

Package

Activity

Limit

Unit

Amount

package B

connect

5000

accounts

$0.50

package B

connect

10000

accounts

$0.25

Table 18

Two bands attached to package B that charge different rates for 1-5000 accounts and 5001-10000 accounts registered with package B.

Chapter

4

General Administrative Tasks

This chapter explains the sections that need to be set up prior to managing customers and users within IAF, including:

Security maintenance.

User preferences.

Points of Presence (POPs).

Payment terms.

Credit rating.

Tunnelling.

Domain names.

Services.

Routing priority

Move users.

Taxes.

56

General Administrative Tasks

Security Maintenance

System Administrators use the Security section to manage Customer Service Representative (CSR) userids, passwords, and system access privileges. Every CSR must have a userid and password set up in iafconfig prior to logging into the Customer Service module.

When CSRs are set up on the IAF system, they are assigned a security level number. The security level is defined in iafconfig and mapped to specific IAF functions. In order to perform a function in IAF, the CSR must be assigned a security level that is equal to or greater to the level for that action. For example, if you assign a security level of 003 to your CSRs, then they can perform all functions defined at: 001, 002, and 003. Table 19 provides a brief summary of the different security levels and their associated functions.

The security level numbers are also used to control account administrator privileges within Customer Self-Care. Administrator userids, passwords, and security access are defined by the CSR in the Administrators section of the Customer Service module.

IAF is shipped with a set of predefined IAF functions that cannot be changed except for the security number assignment.

.

Security

Description

Generic Function

Number

001

Create billing

Create a billing account.

account

001

Get accounts

Retrieve detailed information for a billing account.

info

001

Get list users

Access a list of userids associated with a billing account.

001

Get user info

Gather all the information on an active user.

001

Search accounts

Display a searchable index to find the name of a user.

001

View historic

View Call Detail Records for a specific billing account

CDRS

Table 19

IAF Security infrastructure

57

Security

Description

Generic Function

Number

002

Change billing

Change the billing account information.

info

002

Change user

Display and change information on any user within your system.

info

002

Create user

Create a user for a billing account.

003

Delete user info

Displays and delete user information from the system.

003

Disable billing

Suspend or disable a billing account if it is pending termination. If a billing account is suspended, no users from that account will be able to log in.

account

003

Disable user

Disable users whose accounts are in arrears.

003

Enable billing

Activate a billing account which has previously been suspended.

account

003

Enable user info

Enable users who accounts have been suspended.

003

Set user

Set a user password.

password

003

Terminate

Terminate a billing account.

billing account

500

Generate reports

Generate various reports on the accounting system.

500

Post

Post accounts receivables transactions.

transactions

700

Add account

Create administrators.

administrators

700

Add account IP addresses

Set up new IP address block.

700

Change account

Update IP address information for specific billing account.

IP Addresses

700

Delete account

Delete Account Administrator.

administrators

700

List account

View a list of Account Administrators for a specific billing account.

administrators

Table 19

IAF Security infrastructure

58

General Administrative Tasks Viewing security levels

Security

Description

Generic Function

Number

700

List account IP addresses

IP Address inquiry for a specific billing account.

999

Create new

Set up new tunnel domain.

tunnel domain

999

Create new

Set up new tunnel.

tunnels

999

Delete account

Delete a specific IP address block.

IP addresses

999

Delete tunnel

Remove tunnel domain.

domain

999

Delete tunnels

Remove tunnels.

999

Dispatch tunnel

Send tunnel domain information to POPs.

domain

999

Get tunnel info

Tunnel inquiry.

999

Tunnel

Create tunnels.

administration

999

Update tunnels

Change tunnel information.

Table 19

IAF Security infrastructure

Viewing security

To view security levels and their associated IAF functions select the Security |

levels

Security Configuration menu. The Action Level Administration window opens, see Figure 25.

Changing security levels

Security level numbers can be changed to a higher or lower number than the default value shipped with IAF. However, the new number may impact whether or not a CSR or account administrator can access or perform a specific IAF function.

Figure 25 Action Level Administration window showing IAF functions and security levels 59 To change

Figure 25

Action Level Administration window showing IAF functions and security levels

59

To change the security level number

1. Select the Security | Security Configuration menu. The Action Level

Administration window opens, see Figure 25.

2. Click on the desired IAF function. Use the scroll bar to view more actions.

3. Type the new number in the Level Required field.

4. Click on Change.

Setting up userids and passwords

All ISP personnel who require entry into the Customer Service module must be set up with a unique userid, password, and security level before logging in. The security level assigned to a CSR maps to the levels and actions defined in the Action Level Administration window. For more information, refer to Viewing security levels on page 58.

Blocking userids

To prevent certain logins from being used within IAF, Solect’s Implementation Engineer can store a list of stop words in the database. When a CSR, user, or account administrator userid is requested, a check is performed against the database to confirm its availability. If the userid already exists, the requested userid is rejected.

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General Administrative Tasks Changing CSR security access

60 General Administrative Tasks Changing CSR security access Figure 26 IAF User Security Administration window Passwords

Figure 26

IAF User Security Administration window

Passwords are stored in the database (for all user types) as encrypted text. IAF can be customized to store user passwords (users of accounts) as plain text.

To set up a CSR on the IAF system

1. Select the Security | Customer Service Reps menu. The IAF User Security Administration window opens, see Figure 26.

2. Click on Add.

3. Type the CSR userid.

4. Type the security level number.

5. Type the CSR password. CSRs can update their password in the Customer Service module.

6. Retype the password in the Verification field to confirm the correct spelling.

7. Click on Save.

Changing CSR

security access

To change a CSR security level

1. Select the Security | Customer Service Reps menu. The IAF User Security Administration window opens, see Figure 26.

Terminating a CSR

2. Select the CSR from the userid list.

3. Click on Change.

4. Type the new security level number.

5. Click on Save.

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It is recommended that CSR userids and passwords are terminated when a CSR is no longer employed with the ISP.

To terminate a CSR userid

1. Select the Security | Customer Service Reps menu. The IAF User Security Administration window opens, see Figure 26.

2. Select the CSR from the userid list.

3. Click on Terminate.

Audit tracking

All changes performed in iafconfig and iafconfig (HTML) and all actions performed in the customer service and customer self-care modules are recorded and stored in the IAF audit log. The log maintains the following information:

Userid.

Account number.

Date.

Description.

The audit log is useful for determining when a change was made, the time of the change, and the person responsible for the change. More detailed queries can be performed against the database using SQLplus.

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General Administrative Tasks Audit tracking

62 General Administrative Tasks Audit tracking Figure 27 Audit Log window listing all actions performed against

Figure 27

Audit Log window listing all actions performed against the IAF database

To view the audit log entries select the Security | View Audit Trail menu. The Audit Log window opens, see Figure 27. Use the scroll bar to review all entries in the list.

To exit the audit log window click on Exit.

User Preferences

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The User Preferences window allows you to define the number of days an inactive user is automatically suspended and control the minimum and maximum userid character lengths.

Suspending users

and maximum userid character lengths. Suspending users Figure 28 User Preferences window showing number of idle

Figure 28

User Preferences window showing number of idle days and minimum and maximum userid lengths

IAF can be set up to automatically suspend a user account if the account has remained inactive (idle) after a set number of days.

To set the user suspension period

1. Select the User | User Preferences menu. The User Preferences window opens, see Figure 28.

2. Type the number of days idle value. To avoid automatic suspension, set the number of idle days to zero.

3. Click on Save.

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General Administrative Tasks Userid lengths

Userid lengths

When a CSR creates a new user in the Customer Service module, the list of generated userids match the character length requirements defined in User Preferences.

To set the userid length

1. Select the User | User Preferences menu. The User Preferences window opens, see Figure 28.

2. Type the minimum userid length value as low as one character.

You can change the userid lengths at any given time. Once the change is made, all userids created from this time forward follow the new length settings.

3. Type the maximum userid length value up to 289 characters.

4. Click on Save.

Points of Presence (POPs)

Internet Service Providers can offer local dial-in access to their customers by setting up multiple Points of Presence (POPs). This allows customers to dial-in into the ISP network without incurring long distance charges. To set up a POP, the IAF Configuration module requires:

POP name.

Host name.

IP address.

Brief description.

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65 Adding POPs Changing POP information Figure 29 POP Configuration window showing the different POPs customers

Adding POPs

Changing POP

information

Figure 29

POP Configuration window showing the different POPs customers can dial into

To create a POP

1. Select the Edit | POP List menu. The POP Configuration window opens, see Figure 29.

2. Click on New.

3. Type the POP name. Several machines can share the same POP name allowing for clusters of machines identified by one POP

4. Type the Host name.

5. Type the IP address.