Dialogic ControlSwitch Policies and Routing Owner's manual

Dialogic® ControlSwitch™

Policies and Routing User’s Manual

Release 5.11.1

ControlSwitch (v.5.11.1) Policies and Routing User’s Manual

 Dialogic Inc. Proprietary Page 2

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Document History

Revision

Release date

Notes

1.0

July 2015

First release

1.0

June 2016

Release 5.11.1

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Table of Contents

POLICIES AND ROUTING USER’S MANUAL .................................................................................................... 9 1.

INTRODUCTION ........................................................................................................................................... 10 2.

2.1 Purpose of this Document......................................................................................................................... 10

2.2 Glossary ..................................................................................................................................................... 10

2.3 References................................................................................................................................................. 10

2.4 Contact Us ................................................................................................................................................. 10

POLICIES ...................................................................................................................................................... 11 3.

PLAN AND POLICIES ..................................................................................................................................... 12 4.

4.1 Plan Group Types ...................................................................................................................................... 12

4.2 Plan Groups Architecture .......................................................................................................................... 12

SERVICE TRIGGER ........................................................................................................................................ 15 5.

5.1 Service Trigger Plan Groups ...................................................................................................................... 15

Creating a Service Trigger Plan Group .................................................................................................. 16 5.1.1

Modifying Service Trigger Plan Group Parameters ............................................................................... 17 5.1.2

Deleting a Service Trigger Plan Group .................................................................................................. 18 5.1.3

Activating a Service Trigger Plan Group ................................................................................................ 18 5.1.4

Deactivating a Service Trigger Plan Group ............................................................................................ 18 5.1.5

Refreshing the Service Trigger Plan Groups .......................................................................................... 18 5.1.6

Configuring Service Trigger Plans and Policies...................................................................................... 18 5.1.7

5.2 Service Trigger Plans ................................................................................................................................. 19

Creating a Service Trigger Plan ............................................................................................................. 20 5.2.1

Modifying Service Trigger Plan Parameters .......................................................................................... 21 5.2.2

Deleting a Service Trigger Plan ............................................................................................................. 22 5.2.3

Activating a Service Trigger Plan ........................................................................................................... 22 5.2.4

Deactivating a Service Trigger Plan ....................................................................................................... 22 5.2.5

Refreshing the Service Trigger Plans ..................................................................................................... 22 5.2.6

5.3 Service Trigger Policies .............................................................................................................................. 23

Creating a Service Trigger Policy ........................................................................................................... 23 5.3.1

Modifying Service Trigger Policy Parameters ....................................................................................... 24 5.3.2

Deleting a Service Trigger Policy ........................................................................................................... 25 5.3.3

Launch Service Trigger Policy Configuration ......................................................................................... 25 5.3.4

Activating a Service Trigger Policy ........................................................................................................ 34 5.3.5

Deactivating a Service Trigger Policy .................................................................................................... 34 5.3.6

Set Service Trigger Policies' Execution Order ....................................................................................... 34 5.3.7

Refreshing the Service Trigger Policies List ........................................................................................... 35 5.3.8

ROUTING ..................................................................................................................................................... 36 6.

6.1 Plans .......................................................................................................................................................... 36

Creating a Routing Plan......................................................................................................................... 37 6.1.1

Modifying Routing Plan Parameters ..................................................................................................... 38 6.1.2

Deleting a Routing Plan ......................................................................................................................... 40 6.1.3

Activating a Routing Plan ...................................................................................................................... 40 6.1.4

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Deactivating a Routing Plan .................................................................................................................. 40 6.1.5

Refreshing the Routing Plans ................................................................................................................ 40 6.1.6

6.2 Policies ...................................................................................................................................................... 40

Creating a Policy ................................................................................................................................... 41 6.2.1

Modifying Policy Parameters ................................................................................................................ 42 6.2.2

Deleting a Policy.................................................................................................................................... 43 6.2.3

Launch Policy Configuration ................................................................................................................. 43 6.2.4

Activating a Policy ................................................................................................................................. 51 6.2.5

Deactivating a Policy ............................................................................................................................. 51 6.2.6

Set Policies Execution Order ................................................................................................................. 51 6.2.7

Refreshing the Policy ............................................................................................................................ 52 6.2.8

Definitions ............................................................................................................................................. 52 6.2.9

QOS ............................................................................................................................................................. 55

7.

7.1 Plans .......................................................................................................................................................... 55

Creating a QoS Plan .............................................................................................................................. 56 7.1.1

Modifying a QoS Plan ............................................................................................................................ 57 7.1.2

Deleting a QoS Plan............................................................................................................................... 58 7.1.3

Activating a QoS Plan ............................................................................................................................ 58 7.1.4

Deactivating a QoS Plan ........................................................................................................................ 58 7.1.5

Refreshing the QoS Plan ....................................................................................................................... 59 7.1.6

7.2 Policies ...................................................................................................................................................... 59

Creating a QoS Policy ............................................................................................................................ 59 7.2.1

Modifying QoS Policy Parameters ........................................................................................................ 60 7.2.2

Deleting a QoS Policy ............................................................................................................................ 61 7.2.3

Launch QoS Policy Configuration .......................................................................................................... 61 7.2.4

Activating a QoS Policy ......................................................................................................................... 69 7.2.5

Deactivating a QoS Policy ..................................................................................................................... 69 7.2.6

Set QoS Policies Execution Order.......................................................................................................... 69 7.2.7

Refreshing the QoS Policy List .............................................................................................................. 70 7.2.8

ANNOUNCEMENT ........................................................................................................................................ 71 8.

8.1 Announcement Plan Groups ..................................................................................................................... 71

Creating an Announcement Plan Group ............................................................................................... 72 8.1.1

Modifying Announcement Plan Group Parameters.............................................................................. 72 8.1.2

Deleting an Announcement Plan Group ............................................................................................... 73 8.1.3

Activating an Announcement Plan Group ............................................................................................ 74 8.1.4

Deactivating an Announcement Plan Group ........................................................................................ 74

8.1.5

Refreshing the Announcement Plan Groups ........................................................................................ 74 8.1.6

Configuring Announcement Plans and Policies .................................................................................... 74 8.1.7

8.2 Announcement Plans ................................................................................................................................ 75

Creating an Announcement Plan .......................................................................................................... 75 8.2.1

Modifying Announcement Plan Parameters ......................................................................................... 77 8.2.2

Deleting an Announcement Plan .......................................................................................................... 78 8.2.3

Activating an Announcement Plan ....................................................................................................... 78 8.2.4

Deactivating an Announcement Plan ................................................................................................... 78 8.2.5

Refreshing the Announcement Plans ................................................................................................... 78 8.2.6

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8.3 Announcement Policies ............................................................................................................................. 78

Creating an Announcement Policy........................................................................................................ 79 8.3.1

Modifying Announcement Policy Parameters ...................................................................................... 80 8.3.2

Deleting an Announcement Policy ........................................................................................................ 81 8.3.3

Launch Announcement Policy Configuration........................................................................................ 81 8.3.4

Activating an Announcement Policy ..................................................................................................... 89 8.3.5

Deactivating an Announcement Policy ................................................................................................. 89 8.3.6

Set Announcement Policies Execution Order ....................................................................................... 89 8.3.7

Refreshing the Announcement Policy List ............................................................................................ 90 8.3.8

ROUTING PROFILES ..................................................................................................................................... 91 9.

9.1 Routing Profile Summary .......................................................................................................................... 91

Creating a Routing Profile ..................................................................................................................... 92 9.1.1

Modifying Routing Profile Parameters ................................................................................................. 92 9.1.2

Deleting a Routing Profile ..................................................................................................................... 93 9.1.3

Refreshing Routing Profile .................................................................................................................... 93 9.1.4

9.2 Routable Parameters ................................................................................................................................ 93

Creating a Routable Parameter ............................................................................................................ 94 9.2.1

Modifying Routable Parameters ........................................................................................................... 95 9.2.2

Deleting a Routable Parameter ............................................................................................................ 96 9.2.3

Refreshing Routing Parameters ............................................................................................................ 97 9.2.4

9.3 Treatment Parameters .............................................................................................................................. 97

Creating a Treatment Parameter .......................................................................................................... 97 9.3.1

Modifying Treatment Parameters ........................................................................................................ 98 9.3.2

Deleting a Treatment Parameter .......................................................................................................... 99 9.3.3

Refreshing Treatment Parameters ....................................................................................................... 99 9.3.4

Egress Configuration ............................................................................................................................. 99 9.3.5

ROUTING PROFILE GROUPS ................................................................................................................... 102 10.

10.1 Profile Groups ......................................................................................................................................... 102

Creating a Profile Group ................................................................................................................. 102 10.1.1

Modifying Profile Group Parameters ............................................................................................. 103 10.1.2

Deleting a Profile Group ................................................................................................................. 104 10.1.3

Refreshing the Profile Group List ................................................................................................... 104 10.1.4

Filtering Profile Groups................................................................................................................... 104 10.1.5

Profiles ............................................................................................................................................ 105 10.1.6

ROUTING CONFIGURATION ................................................................................................................... 108 11.

11.1 Route List ................................................................................................................................................ 108

Route List – All Groups ................................................................................................................... 109 11.1.1

Routes ............................................................................................................................................. 115 11.1.2

11.2 Directory Manager .................................................................................................................................. 117

Creating a Directory........................................................................................................................ 119 11.2.1

Modifying Directory Parameters .................................................................................................... 120 11.2.2

Deleting a Directory ........................................................................................................................ 121 11.2.3

Activating a Directory ..................................................................................................................... 121 11.2.4

Deactivating a Directory ................................................................................................................. 121 11.2.5

Refreshing the Directory ................................................................................................................ 121 11.2.6

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Filtering Directory ........................................................................................................................... 121 11.2.7

11.3 Directory Set ........................................................................................................................................... 122

Directory Set ................................................................................................................................... 123 11.3.1

Directories ...................................................................................................................................... 126 11.3.2

11.4 Class of Service ........................................................................................................................................ 127

Class of Service ............................................................................................................................... 128 11.4.1

End Points ....................................................................................................................................... 130 11.4.2

NUMBERING PLAN ................................................................................................................................ 132 12.

12.1 Country .................................................................................................................................................... 132

Country ........................................................................................................................................... 132 12.1.1

Area Codes ..................................................................................................................................... 134 12.1.2

12.2 LATA ........................................................................................................................................................ 135

Creating a LATA .............................................................................................................................. 136 12.2.1

Deleting a LATA .............................................................................................................................. 137 12.2.2

Refreshing the LATA List ................................................................................................................. 137 12.2.3

Filtering LATA List ........................................................................................................................... 137 12.2.4

BORDER GATEWAY CONFIGURATION .................................................................................................... 138 13.

13.1 IP Domain ................................................................................................................................................ 138

IP Domains ...................................................................................................................................... 138 13.1.1

Network Entities ............................................................................................................................. 141 13.1.2

13.2 Ingress-Egress Domain Map .................................................................................................................... 142

TRANSCODING GATEWAY CONFIGURATION ......................................................................................... 143 14.

14.1 TGW Domain ........................................................................................................................................... 143

TGW Domains ................................................................................................................................. 143

14.1.1

14.2 Ingress-Egress Transcoding Map ............................................................................................................. 147

Transcoding Mapping ..................................................................................................................... 148 14.2.1

Transcoding Gateways ................................................................................................................... 150 14.2.2

14.3 Transcoding Selection ............................................................................................................................. 153

QOS METRIC CONFIGURATION .............................................................................................................. 154 15.

Network Entities ............................................................................................................................. 154 15.1.1

15.2 Templates ................................................................................................................................................ 156

Creating a Template ....................................................................................................................... 156 15.2.1

Modifying Template Parameters .................................................................................................... 157 15.2.2

Deleting a Template ....................................................................................................................... 157 15.2.3

Refreshing the Templates List ........................................................................................................ 157 15.2.4

Filtering Templates ......................................................................................................................... 158 15.2.5

Add Criteria to Template ................................................................................................................ 158 15.2.6

15.3 QoS Metric .............................................................................................................................................. 159

Creating a QoS Metric .................................................................................................................... 160 15.3.1

Modifying QoS Metric Parameters ................................................................................................. 160 15.3.2

Deleting a QoS Metric .................................................................................................................... 161 15.3.3

Activating a QoS Metric .................................................................................................................. 161 15.3.4

Deactivating a QoS Metric .............................................................................................................. 162 15.3.5

Refreshing the QoS Metric ............................................................................................................. 162 15.3.6

Filtering QoS Metric........................................................................................................................ 162 15.3.7

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Adding Criteria Values to QoS Metric ............................................................................................. 163 15.3.8

15.4 QoS Criteria ............................................................................................................................................. 164

ANNOUNCEMENT CONFIGURATION ...................................................................................................... 165 16.

16.1 Viewing the Announcements .................................................................................................................. 165

16.2 Modifying the Announcements .............................................................................................................. 165

16.3 Creating an Announcement .................................................................................................................... 166

16.4 Adding APB .............................................................................................................................................. 167

16.5 Adding APB-Gateway/Media Server Association .................................................................................... 168

ROUTING TREATMENT TYPES ................................................................................................................ 170 17.

17.1 Route Treatment Type ............................................................................................................................ 170

Egress Points ................................................................................................................................... 170 17.1.1

Features .......................................................................................................................................... 172 17.1.2

17.2 Announcement Treatment Type ............................................................................................................. 173

Features .......................................................................................................................................... 174 17.2.1

Announcement Plan ....................................................................................................................... 174 17.2.2

17.3 Reject Treatment Type ............................................................................................................................ 175

Features .......................................................................................................................................... 175 17.3.1

Cause Code ..................................................................................................................................... 176 17.3.2

Announcement Plan ....................................................................................................................... 177 17.3.3

ANNOUNCEMENT TREATMENT TYPES ................................................................................................... 179 18.

18.1 Route ....................................................................................................................................................... 179

Egress Points ................................................................................................................................... 179 18.1.1

Features .......................................................................................................................................... 180 18.1.2

Announcement Scenario ................................................................................................................ 181

18.1.3

Service Name .................................................................................................................................. 181 18.1.4

SERVICE TRIGGER TREATMENT TYPES ................................................................................................... 183 19.

19.1 Announcement........................................................................................................................................ 183

Features .......................................................................................................................................... 183 19.1.1

Announcement Plan ....................................................................................................................... 183 19.1.2

19.2 Service Node ........................................................................................................................................... 184

Features .......................................................................................................................................... 184 19.2.1

Service List ...................................................................................................................................... 185 19.2.2

19.3 Security PIN ............................................................................................................................................. 186

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Policies and Routing User’s Manual 1.

The Policies and Routing User’s Manual for the Dialogic® ControlSwitchTM.

ControlSwitch (v.5.11.1) Policies and Routing User’s Manual

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Introduction 2.

2.1 Purpose of this Document

This User’s Manual and Help System is provided to enable users to quickly master the operation and the

configuration of the ControlSwitch policies and routing.

2.2 Glossary

For the purposes of this document the following abbreviations apply:

Term

Abbreviation

LATA

Local Access Transport Area (LATA)

CDR

Call Detailed Record

CS

ControlSwitch System

DSE

Directory Services Engine

EMS

Element Management System

Table: Glossary

2.3 References

1. ControlSwitch Elements and Resources User's Manual

2. ControlSwitch Advanced Elements and Services User's Manual

3. ControlSwitch Business Services and Advanced Policies User's Manual

4. Business Services and Advanced Policies

2.4 Contact Us

For a list of Dialogic locations and offices, please visit: https://www.dialogic.com/contact.aspx.

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Policies 3.

 Plan and Policies

 Routing Profiles

 Routing Profile Groups

 Routing Configuration

 QoS Metric Configuration

 Announcement Configuration

 Authorization Configuration (see ControlSwitch Business Services and Advanced Policies User's

Manual, section Authorization Configuration).

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Plan and Policies 4.

4.1 Plan Group Types

SEE is responsible for the decision making in the CS, while it queries PE for what action to take. The

decision making data is stored in the PE in forms of different plan groups representing the following set

of services:

 Service Trigger. Related to special services including re-routing.

 Authorization. Enables the PE to determine whether a caller is authorized to place a call,

suitable for PIN-based services (see ControlSwitch Business Services and Advanced Policies

User's Manual, section Authorization).

 Location Service. Enables the PE to provide information regarding how to locate the ingress

trunk group, used for services such as border gateway (see ControlSwitch Business Services and

Advanced Policies User's Manual, section Location Services).

 Announcement. Enable the PE to respond with the announcement to be played.

 Routing. Enables the PE with routing information, to decide how to route the call and how to

re-route the call in case of the far-end failure.

 Tariff. Enables the PE to determine which tariff plan to use (see ControlSwitch Business Services

and Advanced Policies User's Manual, section Tariff).

 QoS. Enables the PE to provide information regarding the QoS criteria and reports.

The plan groups are configured via the EMS GUI.

4.2 Plan Groups Architecture

The following shows the Plan Groups architecture.

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Each Plan Group may contain Plan Types, and each plan type may contain multiple Policies. Policies in

a plan are executed according to an execution order, and their logic is provided as a tree-based

hierarchy. Each plan/policy can be activated or deactivated. Each policy node contains different decision

points. These decision points are called Rules, which their logic is interpreted in an “If, Then, Else” logic

with support for enhanced structuring such as Goto, and GoSub, followed be a Treatment. Rule and

treatment nodes can be activated or deactivated.

In the below example, the parameters are defined as follows:

 Plan Group. Routing.

 Plan. Europe Plan-1

 Policy. Policy France-UK-Germany

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 Rule Node. Three nodes: Rule-France, Rule-UK, and Rule Germany

 Treatment Node. Three treatments, each following a rule, as shown in the policy above

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Service Trigger 5.

Complex services that include multiple triggers during the session's life time use the Service Trigger. An

account code call service, which uses: multiple announcements in different stages of the call, digit

collection, authorization, and routing is an example of a service which uses service trigger. See

ControlSwitch Advanced Elements and Services User's Manual, Services for details on the model and

architecture.

Service triggers define what service to activate at each DP (triggers) during the call. It includes the

following entities:

 Plan Group. List of plans (DPs/states).

 Plans (DP). List of policies.

 Policies. Rules (trigger) and treatments.

5.1 Service Trigger Plan Groups

Prior to plans and policies settings a plan group should be created. The displayed window allows the

configuration of the service trigger plan groups. The following table details the displayed parameters.

Term

Definition

ID

The unique service trigger plan group id.

Name

The service trigger plan group's unique name.

Description

A short description on a service trigger plan group.

System Plan Group

Indicated whether the selected plan group is the default service trigger plan of the system.

Plan Group Type

The plan type: Service Trigger

State

The administrative state of the service trigger plan group. Possible values: Activated,

Deactivated.

Table: Service Trigger Plan Groups Parameters

To see the service trigger plan group information, double-click on the selected item.

The following actions are applied:

Creating a Service Trigger Plan Group

Modifying Service Trigger Plan Group Parameters

Deleting a Service Trigger Plan Group

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Activating a Service Trigger Plan Group

Deactivating a Service Trigger Plan Group

Refreshing the Service Trigger Plan Groups

Configure Service Trigger Plans and Policies

Creating a Service Trigger Plan Group 5.1.1

→ To create a service trigger plan group:

1. Select Policies → Plan and Policies → Service Trigger

2. Click on the Create button.

3. Enter the parameters, as depicted below.

 ID. The service trigger plan group's id (read only).

 Name. The service trigger plan group's unique name.

 Description. A short description on the service trigger plan group.

 Type. The plan type: Service Trigger.

 System Plan Group. If set to Yes, the service trigger plan group is selected as the default

plan group of the system.

 State. The administrative state of the service trigger plan group. Possible values:

Activated, Deactivated (also Actions icons can be activated for the same operation).

Route Collection

 Collect Across Plans. If set to Yes, all the plans in the group shall be considered.

 Max Collected Routes. Maximum number of the plans that are considered in the service

trigger plan.

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 Include Routes From System Plan. If set to Yes, additional service trigger plans, originated

from the system plan, shall be considered for service trigger (read only).

 Status. The status of the current operation (read only).

4. Click OK to save the entered values.

5. Click on the Refresh button to see the newly created service trigger plan in the list.

Modifying Service Trigger Plan Group Parameters 5.1.2

→ To modify service trigger plan group parameters:

1. Select Policies → Plan and Policies → Service Trigger.

2. Select the service trigger plan group you want to modify.

3. Click on the Modify button.

4. Enter the parameters you want to modify, as depicted below.

 ID. The service trigger plan group's id (read only).

 Name. The service trigger plan group's unique name.

 Description. A short description on the service trigger plan group.

 Type. The plan type: Service Trigger (read only).

 System Plan Group. If set to Yes, the announcement plan group is selected as the default

plan group of the system.

 State. The administrative state of the service trigger plan group. Possible values:

Activated, Deactivated (also Actions icons can be activated for the same operation).

Route Collection

 Collect Across Plans. If set to Yes, all the plans in the group shall be considered.

 Max Collected Routes. Maximum number of the plans that are considered in the service

trigger plan.

 Include Routes From System Plan. If set to Yes, additional service trigger plans, originated

from the system plan, shall be considered for service trigger (read only).

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 Status. The status of the current operation (read only).

5. Click OK to save the entered values.

6. Click on the Refresh button to see the newly created plan in the list.

Deleting a Service Trigger Plan Group 5.1.3

→ To delete a service trigger plan group:

1. Select Policies → Plan and Policies → Service Trigger.

2. Select the service trigger plan group you want to delete.

3. Click on the Delete button.

4. Click Yes in the Delete Confirmation window.

5. Click on the Refresh button to remove the deleted item from the displayed list.

Activating a Service Trigger Plan Group 5.1.4

→ To activate a service trigger plan group:

1. Select Policies → Plan and Policies → Service Trigger.

2. Select a service trigger plan group.

3. Click on the Activate button.

Deactivating a Service Trigger Plan Group 5.1.5

→ To deactivate a service trigger plan group:

1. Select Policies → Plan and Policies → Service Trigger.

2. Select a service trigger plan group.

3. Click on the Deactivate button.

Refreshing the Service Trigger Plan Groups 5.1.6

→ To Refresh the service trigger plan groups:

1. Click on the Refresh button.

Configuring Service Trigger Plans and Policies 5.1.7

This tab, allows the user to manage the service trigger plans and policies.

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This window includes the below sections:

 Plans, at the top of the window, allow the configuration of the service trigger plans.

 Policies allow the user to set the service trigger policies per plan, and their role and treatment

nodes.

5.2 Service Trigger Plans

This window allows the configuration of the service trigger plans. The following table details the

displayed parameters.

Term

Definition

ID

The unique announcement plan id.

Name

The announcement plan's unique name.

Description

A short description on the announcement plan.

State

The administrative state of the announcement plan. Possible values: Activated, Deactivated.

System Plan

Indicated whether the selected plan is the default announcement plan of the system.

Plan Type

The plan type: Announcement

Table: Service Trigger Plans Parameters

To see the service trigger plan information, double-click on the selected item.

The following actions are applied:

Creating a Service Trigger Plan

Modifying Service Trigger Plan Parameters

Deleting a Service Trigger Plan

Activating a Service Trigger Plan

Deactivating a Service Trigger Plan

Refreshing the Service Trigger Plans List

ControlSwitch (v.5.11.1) Policies and Routing User’s Manual

 Dialogic Inc. Proprietary Page 20

Creating a Service Trigger Plan

5.2.1

→ To create a service trigger plan:

1. Select Policies → Plan and Policies → Service Trigger

2. Click on the Create button.

3. Enter the parameters, as depicted below.

 ID. The service trigger plan's id (read only).

 Name. The service trigger plan's unique name.

 Description. A short description on the service trigger plan.

 Plan Type. Plan defines the behavior at a specific DP. The DPs are listed below:

 ROUTE_SELECT_FAILURE. Used for QoR service, see ControlSwitch Elements and

Resources User's Manual, section Append QoR Capability

 OFFHOOK_DELAY. Used for local Veraz Call Screening, and account code service.

 SHARE_INTEROFF_TRUNK

 ORIGINATION_ATTEMPT. Used for SIP LNP.

 ORIGINATION_ANSWER

 SPECIFIC_DIGIT_STRING. Used for local INAP services, LNP, Toll Free, Veraz Call

Block, and ENUM LNP.

 Reroute Plan. If required, select a reroute plan, operated when routing fails (not

applicable).

 System Plan. If set to Yes, the plan is selected as the default (system) service trigger plan.

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Dialogic ControlSwitch Policies and Routing Owner's manual

Dialogic ControlSwitch Policies and Routing Owner's manual

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