Vodavi Call Sort Pro Users Guide

							Setting Up Call Record Types/Layout 2-3
May 1999Configuring Collection
Defining Layout Information
To define your phone system’s layout information:
1. Select PBX Define from the Configuration menu and click on the Layout Tab. The 
following screen is displayed.
Figure 2-2: Layout Tab (PBX Properties Screen)
2. Click on either  or  on the right-hand side of the 
screen. This brings up a screen with several lines of raw data. Select a line, and click on 
. This brings you back to the Layout screen shown above.
3. Click on any of the buttons at the bottom of the screen to verify the data for that 
particular field.
4. If the data for a selected field is incorrect, highlight the information in the sample line of 
SMDR data, then click on the corresponding button at the bottom of the screen. 
(Incorrect information is displayed in the box to the right of the Layout Name field.)
The SMDR information from your telephone system may not 
contain all desired fields. Contact your phone system 
manufacturer for more information on SMDR output.  
						

							2-4 Setting Up Call Record Types/Layout
Configuring CollectionMay 1999
The fields in the Layout screen are explained in the following table:
On the right-hand side of the screen, the Add Layout field provides blank fields in which to 
enter new information; the Delete Layout field allows you to delete field information.
Table 2-1: Layout Field Descriptions
Field Name Description
Name Specifies the name of the call type (changing this field also changes the 
Layout Name field).
Order Indicates how the information is looked up.
Start Time CallSort Pro automatically calculates the Duration when the SMDR 
information has a Start Time, and End Time has an entry in the call record. (If 
the SMDR data only provides the Duration, DO NOT select Start Time.)
End Time CallSort Pro automatically calculates the Start Time when the SMDR 
information has an End Time, and End Time has an entry in the call record. (If 
the SMDR data only provides the Duration, DO NOT select Start Time.)
Duration Duration is provided in two ways: If a Start Time and End Time are defined in 
the call record, CallSort Pro automatically calculates the Duration. If the 
Duration of the call is contained in the SMDR record, highlight the Duration in 
the sample record and click on Duration.
Phone Number In Incoming phone number provided by ANI/CLID information. (This feature 
may not be supported by all phone systems or may require additional software. 
Consult your phone system manufacturer for more information.)
Phone Number Out The number that was dialed (should only be used on outgoing call records).
Trunk Indicates the incoming or outgoing trunk the call used.
Carrier Select Defines which carrier was selected for a particular phone call. Special digits 
can be dialed before a phone number to define a particular long distance 
company, the Carrier Select field is for storing this information.
Extension Represents the extension that either made or received the call.
Group Specifies a particular department’s information.
Account Indicates account code information.
Answer Time Time it takes to answer the call.
In Out Flag Works in conjunction with Selected By field. These are unique characters on a 
line of data that tell whether a call is incoming or outgoing.
Reference Indicates a number that references an account code.
Extra 1, 2, 3 Additional fields that you may want to filter call reports on.
Switch Price How much the switch says a call will cost. 
						

							Setting Up Number Filters2-5
May 1999Configuring Collection
Setting Up Number Filters
CallSort Pro allows you to set filters on the data in the phone number field. The Phone Number 
In and Phone Number Out fields are used to filter this information. Filters apply to the 
information in the phone number fields, Phone Number in and Phone Number Out defined by 
the Layout tab. (Refer to 
Defining Layout Information in this chapter for more details.)
The Filters function uses special characters non-alphanumeric characters or Filter Variables to 
help define filters for CallSort Pro. These Filter Variables provide you with the means to process 
the maximum number of call records with minimal number of call filters or rules. These filters 
allow CallSort Pro to define long distance, local, international, or operator assisted calls with a 
small number of call filters.
To perform any necessary filtering, perform the following steps:
1. In the PBX Properties dialog box, click on the Filter tab. The following screen is 
displayed.
Figure 2-3: Filter Tab (PBX Properties Screen)
2. Highlight the filter to modify, or click on  to create a new filter, or on 
Delete Filter to delete a filter. 
						

							2-6Setting Up Number Filters
Configuring CollectionMay 1999
3. Make your changes based on the following options:
Filter Variables
Filters allow CallSort Pro to process a large number of call records as follows:
†A filter allows CallSort Pro to match a specific telephone number, or remove 
information from that telephone number, then place the information into a field in the 
master table.
†The filter Variables allow the smallest number of filters to process the largest number of 
call records.
Table 2-2: Filter Fields and Descriptions
Field Description
Call Direction Select Incoming or Outgoing depending on whether this filter should apply to 
incoming or outgoing telephone calls. The SMDR Layout determines incoming 
or outgoing calls, refer to 
Defining Layout Information in this chapter for more 
details regarding call layout. The default is Outgoing.
Order This number defines when the filter will be applied. Number filters are applied 
in descending order.
Pattern Tells CallSort Pro what information to look for in a phone number field (Phone 
In or Phone Out from SMDR Layout). This option uses Filter Variables. (Refer 
to next section for more information.) 
Match CallSort Pro replaces the Pattern it finds in the phone number field and replaces 
it with what is in the Match field. This option uses Filter Variables. (Refer to 
next section for more information.)
Destination CallSort Pro takes the resulting information from the Pattern and Match and 
places it in the field defined.
Options The Options field defines what to do with non-numeric characters in the phone 
number field. CallSort interprets the options as follows:
†None
 -- Do NOT strip non-numeric characters from the phone number field. 
†Strip spaces
 -- Strips any spaces from the phone number field, but leaves all 
other characters.
†Strip after * or #
 -- Strips any characters from the phone number field after 
an * or # symbol.
†Strip * and Spaces -- Strips any characters from the phone number field 
after an * to include all spaces. 
						

							Setting Up Number Filters2-7
May 1999Configuring Collection
Special Characters for Pattern Matching
The Collection module uses three special characters for pattern matching in number strings: a 
question mark (?), a minus sign (-), and a percent sign (%), the symbols function as follows:
†In Source String -- A 
? is used to match any single character, and a % is used to match 
any sequence of 0 or more characters. Any other character requires an exact match from 
the source string. 
†In Result Strings -- A 
? means to copy the corresponding ? character from the source 
string into the result string, a minus sign (
-) means to skip the corresponding ? character, 
and a % means to copy all of the characters which matched the % pattern. Any other 
characters are copied. Therefore, if the source string was 17701996621052 it would 
match the pattern ????199% but not match ?????199% (as there aren’t 5 characters 
before the 199) or ????199???????? (as the source has 14 characters, not 15).
Result string specifications must have the same number of question marks (?) plus 
minus signs (-) as the template string has question marks (?). Thus, if you wanted the 
target string for the above match to be the area code 770, the target specification would 
be -???.
Table 2-3: Filters - Special Characters Used
Symbol Function Example
?
†In the Pattern field, the ? symbol is used 
when a single digit or character is 
unknown or irrelevant.
†In the Match field, this symbol will 
leave a character unaffected by the filter.The Pattern field is set to 
5??6 and the 
Match field is set to
 4??6.†If the phone number dialed is 
5936, 
the result will be 
4936.
†If the phone number processed is 
9936, or 
53946, the filter will not 
take effect.
%The % symbol is much like the question 
mark, but is used when an unknown 
quantity of characters are irrelevant.
†If both the Pattern and Match fields 
are set to 
%, then any outgoing call 
will be processed.
†If the Pattern field is set to 
1% and 
the Match field is set to 
%, then any 
call that begins with the number one 
will have its number stripped.
-The minus sign (-) is used only in the 
Match field, and will cause a character 
identified with a “
?” to be eliminated.If the Pattern field is set to 
5??6 and the 
Match field is set to 
5--6, then 
5846, 
5916, and 
5286 will all become 
56 after 
passing through the filter (but 
9936 or 
53946 won’t be processed. 
						

							2-8Setting Up Number Filters
Configuring CollectionMay 1999
Pricing Calls By Department - Example
In the final example, any numbers that start with 10288 will have the letter A added as a suffix. 
The letter A is an example and can be any letter. This is done for informational purposes to help 
you keep up with calls transferred to a specific place. In this case, the A could stand for 
accounting. The Transfer To field would be set to Accounting as well. This type of filter is 
useful when you want to price a call by department.
Filter Setup Example
The following paragraphs provide an example of a fictitious phone system to illustrate how to 
configure call filters for SMDR records.
The first filter is used to strip out leading and trailing spaces, since the number called is of 
variable length and sometimes has the character X inserted before the number: It does not show 
in the following table, but for this filter the strip out non-numbers check box was checked.
|The | character is used by the filter to 
separate the Pattern field from the Match 
field. It is used for on-screen clarity, and 
does not need to be typed in.--
Table 2-4: Filter Examples - Pricing Calls by Department
In this field … Type  this  … To  filter  like  this
Pattern
Match10288%
%102884043451234
4043451234
Pattern
Match41???%
???%414561234
4561234
Pattern
Match10288%
A102889325873495
A Table 2-3: Filters - Special Characters Used 
						

							Setting Up Number Filters2-9
May 1999Configuring Collection
Table 2-5: Filter Templates - Record Configuration Examples
Template Priority and Description Match Result Destination
1 Strips out leading and trailing spaces. % % number
2 Detects the AT&T carrier select string and, if a 
match, puts the single character A in the carrier 
select string. Since it is possible to have a valid 
number of 950-1022, the extra ? was added prior 
to the %. This insures no match unless the 
number has at least 12 characters in it.????9501022?% ----A- carrier select
3 Removes the 9501022 carrier select string from 
the number and puts the result back into the 
number string.????9501022?% ?????% number
4 Performs a similar function as priority 2, but for 
MCI. Note that in this case extra ?s must exist to 
ensure that we dont match a 261 exchange in 
some area code. This match template requires at 
least 12 characters for a match.????261?????% ----M----- carrier select
5 Strips out the 261 code for MCI. ????261?????% ????????
?%number
6 Ensures that an overseas 011 call is not 
interfered with by the priority 9 and 10 template. 
This is accomplished by inserting a 1 in front of 
these calls, which will be stripped back off by 
the priority 11 template.011% 1011% number
7 Detects a leading 0, meaning that the call was 
operator-assisted. If there is a leading 0, a Y is 
placed in the Op Assist string.0% Y op assist
10
11Strip off the leading 0 or 1 from long distance 
calls. Note that the 0 strip must occur before the 
1 strip or the international calls would not be 
properly treated.0% % number
1% % number
12 Extracts the area code from any number that is at 
least 10 digits long, placing the area code into 
the Area Code string.??????????% ???------- area code 
						

							2-10Configuring Call Pricing
Configuring CollectionMay 1999
Configuring Call Pricing
In this section you can configure the Call Pricing options available as follows:
†Add or modify the call model.
†Set up the pricing method for different call types, such as fixed price or charge bands.
†Specify markup charges and minimum durations for the charges.
Defining Call Model
1. To begin, select Pricing Customize from the Configure menu. This screen displays:
Figure 2-4: Selection Tab - Call Pricing Screen
2. Under the Selection tab, highlight the Call Model you want to modify from the list or 
click on  if you want to define another service. 
3. Use the following dialog box to modify or create a Call Model.
ˆOrder -- Service priority determines the order in which the test is made to determine 
which service to use.
ˆName -- Service name you want displayed in reports and other dialog boxes.
ˆCall Direction -- Specifies whether to apply a pricing to incoming or outgoing calls.
ˆSelection Pattern -- Determines what pattern to match. The Selection pattern uses 
the ? and % Filter variables. (Refer to 
Filter Variables in this chapter for more data.) 
						

							Configuring Call Pricing2-11
May 1999Configuring Collection
ˆField -- Specifies what field to look for the selection pattern in the master table. 
There are two criteria fields under the Selection Pattern option. When both the first 
and second criteria have entries, they are Boolean ended together so that if both 
Criteria 1 and 2 are true, the filter applies. Otherwise the filter doesn’t apply.
4. Then proceed to the remaining two tabs in the Pricing Customize dialog box, Method 
and Markups, as described in the following sections.
Pricing Method Setup
Select the Method tab to specify the type of pricing to be used, Fixed Cost or Price Band.
†Fixed Cost
 -- If a single charge is to apply, regardless of time of day (as with local calls).
†Price Band -- For a pricing mechanism that is time-of-day and duration sensitive for all 
calls with this service. This is useful for leased lines or other special services.
From the dialog box, you can choose the band to use and click on , click on , 
or  as needed for new band definition.
.
Figure 2-5: Method Tab - Fixed Cost
Modifying or Adding a Fixed Cost Call
Using fixed pricing causes CallSort Pro to charge a set rate by the minute. To set up such a 
charging schedule, perform the following steps:
1. From the Configure menu, select Pricing Customiz
e.
2. Select the type of call you want to price
 under the Selection tab.
3. Click on the Method tab.
4. Select Fixed Cost as the Pricing Method 
						

							2-12Configuring Call Pricing
Configuring CollectionMay 1999
5. Enter the pricing and time periods described as follows:
Modifying or Adding a Price Band
Price Bands allow pricing based on time of day and day of week. Price Bands also allow more 
flexibility over how calls are priced. These instructions describe how to configure Price Bands.
1. At the Collection
 module’s main screen, select Configure then Price Customize.
2. On the Selection tab, highlight the call type you want to price. If you want to create a 
new Call Model, click . Refer to 
Defining Call Model for more details.
3. Click on the Method tab, then the Pricing Method pull-down menu; choose Price Band.
Table 2-6: Fixed Cost Field Descriptions
Field Description Example
Initial 
PeriodInitial time period for 
pricing in seconds.To charge for the initial minute of the phone call, enter 60.
Initial Cost Cost for the initial period. To charge $1 for the initial minute of the call, enter 1.00.
Additional 
PeriodsUnit of time for each 
additional time period.
†To charge per minute, enter 60.
†To charge per second, enter 1.
Additional 
CostCost for the time period 
listed in Additional 
Period.
†To charge 50 cents per minute, enter 60 in Additional 
Period and .05 for Additional Cost.
†To charge one cent per second, enter 1 in Additional 
Period and .01 in Additional Cost.