Polycom ReadiVoice Provisioning Manual
Polycom ReadiVoice Provisioning Manual

Polycom ReadiVoice Provisioning Manual

Polycom readivoice network: user guide
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Provisioning Guide

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Summary of Contents for Polycom ReadiVoice

  • Page 1 ReadiVoice ® Provisioning Guide...
  • Page 2 (e.g. a book or sound recording). Every effort has been made to ensure that the information in this manual is accurate. Polycom, Inc. is not responsible for printing or clerical errors. Information in this document is subject to change without notice.
  • Page 3: Table Of Contents

    What is the ReadiVoice System? ........
  • Page 4 ReadiVoice Provisioning Guide Searching for a Subscriber ........32 Editing Subscriber Information .
  • Page 5 ReadiVoice-PSTN INCR signaling flow ......8 ReadiVoice-IP system diagram ........9 ReadiVoice call flow .
  • Page 6 ReadiVoice Provisioning Guide Tables Table 2-1 Table 2-2 Table 2-3 Table 2-4 Table 2-5 Table 2-6 Table 2-7 Table A-1 Table A-2 Subscriber information fields ........20 Billing information fields .
  • Page 7: About This Manual

    This introduction provides a brief overview of the ReadiVoice Provisioning Guide, describes the conventions used in this manual, and explains how to get additional information or support. Purpose This manual is for provisioners of a ReadiVoice system. It includes information about: • •...
  • Page 8: Document Conventions

    ReadiVoice Provisioning Guide Document Conventions This document uses the following typographical conventions. Typeface bold italics code code, bold code, bold & italics SMALL CAPS viii Usage Names of fields, screens, windows, dialog boxes, and other user interface elements; for example: Type the number into the Phone Number field and click Dial.
  • Page 9: Customer Support

    Recognizing that technology alone cannot solve today’s complex challenges, Polycom Global Services provides the industry’s best technical support staff and programs to let you concentrate on the task at hand. ReadiVoice users can select from a variety of support solutions to obtain the level of support that best meets their needs.
  • Page 10 ReadiVoice Provisioning Guide Proprietary & Confidential...
  • Page 11: Introducing The Readivoice System

    How ReadiVoice Conferencing Works The ReadiVoice system is subscriber-based. A subscriber is someone, such as a chairperson or conference leader, for whom you’ve set up conferencing access. Each subscriber has access to a specified number of conferencing ports and can use them at any time.
  • Page 12: Starting And Joining A Conference

    • For more detailed information about how subscribers and participants interact with the system to set up, start, control, and join conferences, see the ReadiVoice Subscriber Guide. If the Quick Start option is enabled, participants don’t have to wait on hold for the subscriber.
  • Page 13: Managing Your Readivoice System

    They can also perform the provisioning functions. To use a Web-based ReadiVoice application, users launch a supported browser (Microsoft Internet Explorer version 5.5 or later), point it to the correct Internet address (URL) for the application, and log in when prompted.
  • Page 14: Provisioning Interface

    We recommend automating your initial subscriber provisioning. Contact Polycom Note: for help with this. The ReadiVoice system’s Provisioning interface is available for manual provisioning and for viewing or modifying subscriber account information. To set up an account for a customer, a provisioner enters subscriber and billing information and defines the subscriber’s conference access and features.
  • Page 15: Components Of The Readivoice System

    The CACS and boot server may be the same server. All system components mount into a standard 19-inch rack. Two types of ReadiVoice systems are available. There are both hardware and software differences between the two types, although the core ReadiVoice software is the same (merely configured differently).
  • Page 16: Figure 1-1 Readivoice-Pstn System Diagram

    Figure 1-1 InnoVox Bridges PSTN (See note) When a caller dials a ReadiVoice-PSTN subscriber’s access phone number on a typical routed ReadiVoice system: ReadiVoice-PSTN system diagram Carrier common channel signaling...
  • Page 17 Figure 1-2 summarizes this INCR signaling flow. When the call reaches the bridge, the ReadiVoice system places it into an interactive call flow script to guide the caller into the conference. In a fixed access system, the script collects the access code (if needed). In all systems, the script handles subscriber identification and collection of the optional conference security code.
  • Page 18: Figure 1-2 Readivoice-Pstn Incr Signaling Flow

    Originating switch initiates carrier common channel signaling network query to CACS Is the conference underway? Are there enough ports? ReadiVoice-PSTN INCR signaling flow Originating switch recognizes that the number requires carrier common channel signaling network handling If applicable, collects access code.
  • Page 19: Readivoice-Ip Systems

    ReadiVoice-IP Systems All ReadiVoice-IP systems are routed. That is, the CACS uses SIP (Session Initiation Protocol) signaling over IP to route calls dynamically among available bridges. Figure 1-3 system. Figure 1-3 PSTN 1 2 3 4 5 6 7 8 9...
  • Page 20: Readivoice-Ip Call Processing

    ReadiVoice Provisioning Guide ReadiVoice-IP Call Processing When a caller dials a ReadiVoice-IP subscriber’s access phone number on a typical ReadiVoice system: Figure 1-4 reaches the bridge. If the Quick Start feature is enabled, participants don’t have to wait for the subscriber.
  • Page 21: Dialing" In Readivoice-Ip Systems

    URI Without Domain Since most of the world is still using the PSTN and ordinary phone numbers, your ReadiVoice-IP system undoubtedly sits behind one or more gateways to the circuit-switched network. When your system is given an ordinary phone number with no domain specified (such as the example 3032235000 above), it routes the call to the gateway (or to a router that sends it to the appropriate gateway).
  • Page 22: Readivoice Call Flow

    ReadiVoice Provisioning Guide ReadiVoice Call Flow The basic call flow is the same for ReadiVoice-PSTN and ReadiVoice-IP (see Figure settings affect the basic call flow, however. The sections that follow describe some of these call flow differences. How Quick-Start and Conference Continuation Affect Call Flow By default, conferences start when the subscriber arrives and end when the subscriber leaves.
  • Page 23: Figure 1-4 Readivoice Call Flow

    Record name (4) Conference begins (1) In an Intelligent Network Call Routing (INCR) system, the carrier's network takes care of this. (2) If the Access Phone Number is shared, an Access Code is required to identify the specific subscriber. (3) Depending on your system configuration, additional Access Code prompts may be possible.
  • Page 24: How A Two-Password Configuration Affects Call Flow

    ReadiVoice-IP systems can be configured to enable the IP Tributaries feature. To use this feature, callers must be authenticated by some means outside of the ReadiVoice system, and the SIP INVITE message that they send to access the system must include the identifying information.
  • Page 25: Subscriber Provisioning Tasks

    To launch the application: Note: Because ReadiVoice Web pages can be customized, the pages you see may look different from the ones shown in this manual. In addition, your system administrator can customize the fields that appear on the provisioning pages, removing fields that your company doesn’t use or changing the field names.
  • Page 26: Figure 2-1 Subscriber Provisioning Home Page

    Subscriber Provisioning home page In the navigation bar on the right, click either New Subscriber or Subscriber Search. If you haven’t already logged into the ReadiVoice system with provisioning privileges, a login dialog box appears Login dialog box Enter your user name and password. Then click OK.
  • Page 27: Provisioning A New Subscriber

    Provisioning a New Subscriber When new customers call and want to use your ReadiVoice teleconferencing services, you can manually set up (provision) new subscriber accounts for them in the provisioning interface. To provision a new subscriber: Figure 2-3 Proprietary & Confidential On the Subscriber Provisioning page, click New Subscriber.
  • Page 28: Figure 2-4 Top Of New Subscriber Page

    ReadiVoice Provisioning Guide Figure 2-4 Select the group for the new subscriber and click Add Subscriber. Depending on your browser and its settings, a security notice may appear. You can safely continue with this procedure. The New Subscriber page appears...
  • Page 29: Figure 2-5 Confirmation That Subscriber Was Added

    23. If necessary, select the number group to which the subscriber should be assigned. If any information is missing or incorrect, the ReadiVoice system tells you what the problem is. New Subscriber page, make the needed corrections, and click Commit Subscriber Changes again.
  • Page 30: Subscriber Information

    ReadiVoice Provisioning Guide Subscriber Information The Subscriber Information area is at the top of the New Subscriber page (see Figure Figure 2-6 Table 2-1 Field First Name Middle Name Last Name Title Company Name Address Phone Subscriber External ID Subscriber External ID B 2-6).
  • Page 31: Billing Information

    Table 2-2 The ReadiVoice system doesn’t use the data in this section. They’re for your company to use as it wishes, and the descriptions here are just general guidelines. Ask your system administrator how your company wants billing information entered.
  • Page 32: Conference Information

    ReadiVoice Provisioning Guide Table 2-2 Field/Setting Exp Date Billing Phone Billing Address Billing User Field A Billing User Field B Conference Information The Conference Information area is the third section of the New Subscriber page (see Table 2-3 Figure 2-8...
  • Page 33 In a routed system, the routing list assigned to the subscriber (see page 22) may have more than one number group associated with it. If so, the ReadiVoice system prompts you to select one of these number groups. Ask your system administrator how to select a number group in this situation.
  • Page 34: Call Flow And Voice Prompt

    ReadiVoice Provisioning Guide Call Flow and Voice Prompt The Call Flow and Voice Prompt area (see Information section. information about call flows, access codes, and passwords, see “Routing Mode and Call Flow Options.” These fields and settings control the primary experience of conference...
  • Page 35 Table 2-4 Field/Setting Participant Password Prompt Subscriber Prompt for Menu Prompt for Security Prompt Set Proprietary & Confidential Call flow and voice prompt fields and settings (continued) Description If this field is available, you can enter a password that will identify the participants.
  • Page 36: Conference Options

    ReadiVoice Provisioning Guide Conference Options The Conference Options section of the New Subscriber page appears below the Conference Information section. Scroll to the bottom of the page to see it (see for the subscriber group to which you’re adding the new subscriber.
  • Page 37: Table 2-5 Account And Roll Call Options Settings

    Table 2-5 Field/Setting Auto Continuation Quick Start Listen Only Entry Proprietary & Confidential Account and roll call options settings Description Setting: On — By default, conferences begin with continuation turned on (which means the conference continues until the last participant disconnects). Off —...
  • Page 38 Determines whether the subscriber can change his or her subscriber password using the touchtone interface. Setting: On — The ReadiVoice system prompts participants to record their names before placing them into conference. Conferees can request a “roll call” of participants’ names during the conference. This feature must be turned on if Entry/Exit Announcement is set to Name.
  • Page 39: Table 2-6 Provisioning Options Settings

    Conference recording is available only if your system is specially configured and has a third-party recording device to which the ReadiVoice system can dial out. Ask your system administrator about conference recording. On — The subscriber is guaranteed access to the number of ports specified under Maximum Participants.
  • Page 40 This setting doesn’t affect automatic operator requests resulting from a caller’s failure to enter the correct password or conference security code. Specifies how the ReadiVoice system handles conferences that have the minimum number of participants: Off — The ReadiVoice system never terminates conferences.
  • Page 41: Table 2-7 Continuation Settings At A Glance

    How Continuation Settings Interact Table 2-7 interact to determine an account’s continuation behavior (whether a conference continues after the subscriber leaves) and what control the subscriber has over that behavior. Table 2-7 Auto Continuation Subscriber Setting Configurable If permitted to do so, subscribers can change the continuation behavior of future conferences in two ways: •...
  • Page 42: Searching For A Subscriber

    Use wildcards, as described in the instructions on the page, for partial information. In the Records Per Page field, select how many subscribers you want per page. If your search returns more than this number, the ReadiVoice system creates multiple pages. Click the Search button.
  • Page 43: Figure 2-11 Subscriber Search Page

    Figure 2-11 Figure 2-12 Proprietary & Confidential If you didn’t find the subscriber you want, click your browser’s Back button to return to the Subscriber Search page and refine your search. If you found the subscriber you want, follow the procedure in the next section to view or edit the subscriber’s account information.
  • Page 44: Editing Subscriber Information

    On the search results page (Figure whose account you want to edit. The ReadiVoice system displays the subscriber’s account information on the Edit Subscriber page (Figure Subscriber page. To change the subscriber’s account status, scroll down to the Account Information section and select a different status from the Account Status list.
  • Page 45: Figure 2-13 Edit Subscriber Page (Top)

    Repeat to change another access number. Click the Modify Subscriber button. If any information is missing or incorrect, the ReadiVoice system tells you what the problem is. Otherwise, it confirms that the subscriber has been changed and displays a list of the accepted changes.
  • Page 46 ReadiVoice Provisioning Guide Proprietary & Confidential...
  • Page 47: A Routing Mode And Call Flow Options

    Two-Password Shared: Subscribers are provisioned with a shared access number(s), a subscriber password, and a participant password. shows the call flow combinations that Polycom has tested and page 5) and the configuration settings...
  • Page 48: How Call Flow Options Affect Provisioning

    ReadiVoice Provisioning Guide Table A-1 Routing Mode Non-routed private Non-routed shared Routed How Call Flow Options Affect Provisioning Table A-2 affect the related fields in the Provisioning interface. Table A-2 Call Flow(s) Available Traditional shared Traditional private Two-password private Traditional shared +...
  • Page 49: Rules For Validating Access Codes And Passwords

    It validates them based on the following rules. About External IDs as Translation Numbers If your ReadiVoice system is configured to use fixed translation numbers, the Subscriber External ID field contains the subscriber’s translation number and is critical to that subscriber’s conferencing capability.
  • Page 50 ReadiVoice Provisioning Guide If your system uses fixed translation numbers, each time you add or edit a subscriber account, the ReadiVoice system validates the Subscriber External ID field based on the following rules: The external ID must be unique. That is, no two subscribers can have the same external ID.
  • Page 51: Index

    12 setting interactions 31 conventions used in manual viii customer support ix deleting a subscriber 34 diagram call flow 13 ReadiVoice system 6 signaling flow 8 dial out permission 29 DNIS length 40 document conventions viii...
  • Page 52 ReadiVoice Provisioning Guide purpose vii DTMF commands 2 Edit Subscriber page 35 editing subscriber information 34 entering billing information 21 conference information 22 subscriber information 20 entry/exit announcement 28 external applications 32 external ID 20, 34, 39 finding subscriber 32...
  • Page 53 PIN code 24 Polycom Global Services ix ports, reserved 29 private access numbers 23 process overview 6, 10 prompt for menu 25 for security 25 for subscriber 25 settings 24 prompt set 25 provider name 21 provisioning options 29 PSTN...
  • Page 54 ReadiVoice Provisioning Guide voice prompt set 25 settings 24 waiting room 28 Web, controlling conference from 2 Proprietary & Confidential...

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