1 Subscriber Management

This chapter explains how to specify subscriber details for service providers.

This chapter contains the following topics.

Subscriber Management Module

Subscriber Batch

Customer

Profile Group Fields

Subscriber Management Module

The Subscriber Management screen lets you configure the subscribers to CCS customers. It contains these tabs:

Note: The Subscriber and Product Type tabs are documented in separate chapters.

Accessing the Subscriber Management screen

Follow these steps to open the Subscriber Management screen.

  1. Select the Services menu from the SMS main screen.

    Note: The services which are available under the Services menu depend on the components which have been installed, and the permissions of the user. The services displayed in this screen shot may not match the services you have available on your system.

  2. Select Prepaid Charging > Subscriber Management.

    Result: You see the Subscriber Management screen.

Subscriber Batch

The Subscriber Batch tab lets you view, add, modify and delete batches of subscribers.

Tip: It is also possible to work with subscribers using the ccsAccount command line tool. For more information about this tool, see CCS Technical Guide.

Topics:

Finding subscriber batches

Adding subscriber batches

Subscriber Batch Fields

Editing subscriber batches

Deleting account batches

Finding subscriber batches

To find specific subscriber batches in the Subscriber Batch tab:

  1. Enter the first few characters of the subscriber ID and select a batch state.

  2. Click Search.

    Result: The table displays the first 100 records which match the search criteria. Results include creation date. If the subscriber batch you want is not displayed and more than 100 records were returned, enter a longer search string and click Search again.

Adding subscriber batches

Follow these steps to add a new subscriber batch.

  1. In the Subscriber Management screen, select the service provider from the Service Provider list.

  2. On the Subscriber Batch tab in the Subscriber Management screen, click New.

    Result: You see the New Subscriber Batch screen.

  3. Fill in the fields, as described in New subscriber batch fields.

    Once you have filled in all the fields, the Save button becomes active.

  4. Click Save.

    Result: If successful, you see a message confirming the subscriber batch has been created.

  5. Click OK.

Related topic

Subscriber Batch

Subscriber Batch Fields

This table describes the function of each field.

Field Description
Batch Size The number of subscribers in the batch.
Subscriber List Filename

Name of the file containing the list of subscribers to use when creating the batch.

Each line of the file can include either one subscriber or a range of them. Comments are ignored.

Example: Subscriber List file content.

# this is a comment

482345932

482464935-482464945

Result Filename The name of the file to create for the batch.
Charging Domain

List of domains on which wallets for this subscriber batch can be stored.

This drop down list is populated by the domains configured on the Domain tab on the Service Management screen.

Product Type

List of available product types.

This drop down list is populated by the product types configured on the Product Type tab on the Subscriber Management screen.

Subscriber ID to Wallet Reference

Subscriber ID and related wallet reference.

Example: 123456 ref1334

Editing subscriber batches

Follow these steps to edit an existing subscriber account batch.

Tip: By editing a subscriber batch, you will change the batch state. Changing the batch state enables you to activate subscriber batches.

Note: The Subscriber Batch tab and Edit Subscriber Batch tab have a creation date read-only value which preserves the creation date when a batch is edited.

  1. In the Subscriber Management screen, select the service provider from the Service Provider list.

  2. In the table on the Subscriber Batch tab, select the record to edit.

  3. Click Edit.

    Result: You see the Edit Subscriber Batch screen.

  4. You can only change the Batch State field. Changing the batch state to active activates the subscriber batch.

  5. Click Save.

Related topic

Subscriber Batch

Deleting account batches

Follow these steps to delete an existing subscriber batch.

  1. In the Subscriber Management screen, select the service provider from the Service Provider list.

  2. In the table on the Select Batch tab, select the record to delete.

  3. Click Delete.

    Result: You see the Delete Confirmation prompt.

  4. Click OK to delete the record from the database.

Related topic

Subscriber Batch

Customer

This screen enables you to add, modify or delete customers.

The Customer screen displays the customers that have been set up for the service provider.

Once you have set up customers, you can assign subscriber accounts to a specific customer.

Topics:

Finding customers

Adding customers

Editing customers

Deleting customers

Finding customers

To find a specific customer in the Customer tab, enter the first few characters of the customer's name, and click Search.

Result: The grid will display the first 100 records which begin with the characters searched for. If the required customer is not displayed and more than 100 records were returned, enter a longer search string and click Search again.

Adding customers

Follow these steps to add a new customer for a service provider.

  1. In the Subscriber Management screen, select the service provider from the Service Provider list.

  2. On the Customer tab, click New.

    Result: You see the New Customer screen.

  3. In the Name field, enter the name of the new customer.

  4. The name must be completed. Customer names must be unique for the service provider. Special characters and case do not make a distinction between names. For example, Super Savers is the same as Super saver's.

  5. In the Description field, enter the description of the new customer.

  6. In the Reference field, enter a reference for the new customer.

  7. Click Save.

Related topic

Customer

Editing customers

Follow these steps to edit an existing customer.

  1. In the Subscriber Management screen, select the service provider from the Service Provider list.

  2. On the Customer tab, select the customer record to edit.

    Tip: If the required customer is not displayed, you can try searching for them as described in Finding customers.

  3. Click Edit.

    Result: You see the Edit Customer screen.

  4. Edit the details as described in Adding customers.

  5. Click Save.

Related topic

Customer

Deleting customers

Follow these steps to delete an existing customer.

  1. In the Subscriber Management screen, select the service provider from the Service Provider list.

  2. On the Customer tab, select the customer to delete.

    Tip: If the required customer is not displayed, you can try searching for them as described in Finding customers.

  3. Click Delete.

    Result: You see the Delete Confirmation prompt.

  4. Click OK to delete the record from the database.

    Result: The record is deleted and you see the Customer prompt.

  5. Click OK.

Related topic

Customer

Profile Group Fields

The Profile Group Fields tab lets you define and manage subscriber profile groups and fields dynamically. You can:

  • Specify a set of Profile Groups

  • Specify the fields to include in each group

Two types of profile group fields may be specified:

  • BPL tasks (defined on the Task Management screen)

  • Profile Fields (defined on the Profile Details tab in the ACS Configuration screen)

You can view and edit the Profile Group field values, and execute the BPL tasks on the Edit Subscriber screen.

Note: Some other applications, for example Messaging Manager, will configure profile group fields on installation. Refer to the appropriate guide for information about specific profile group fields.

For more information about setting up BPL tasks, see Task Management.

Profile tags

The tag names for profile fields are defined on the Profile Tag Details tab in the ACS Configuration screen.

This table describes the supported data types for profile tags.

Profile Field Tag Type Description
BOOLEAN

A single value:

  • True

  • False

BYTE A single digit integer (signed).
DATE A date.
INTEGER An integer value (signed).
LNSTRING

A limited numeric string. Valid characters are 0-9.

Note: The limits for LNSTRING field values may be set for the Product Type (in the Product Type screen) and/or Service Provider (in Service Management, Resource Limits screen).

LOPREFIX

A limited ordered prefix tree. This is made up of a limited list of numbers.

Note: The limits for LOPREFIX field values may be set for the Product Type (in the Product Type screen) and/or Service Provider (in Service Management, Resource Limits screen).

NSTRING Numeric string. Valid characters are 0-9.
OPREFIX An ordered prefix tree comprising an ordered list of numbers.
PREFIX A prefix tree comprising a list of numbers.
STRING A non limited ASCII string.
ZONE

A set of shape definitions for the area covered by the zone. Shapes may be circular or rectangular and are defined by their coordinates.

Note: You can set up and populate zone tags but they may only be used if the Location Capabilities Pack (LCP) is installed.

Configuring Zone Profile Tags

You can define a set of zones that can be used to determine the location of a subscriber.

To define a zone, you must first define the zone profile group field using a ZONE profile tag.

ZONE profile tags are configured in ACS. The LCP ZONE profile tags, Home and Work, are all configured at installation. All other zone profile tags are user defined and must conform to the configuration shown in this table.

Profile Tag Name Profile Tag Type Profile Tag Parent Profile Tag Comment
LCP ZONES Profile Block 4128769 NA Configured during installation.
Home ZONE 4128770 4128769 Configured during installation.
Work ZONE 4128771 4128769 Configured during installation.
ZoneName ZONE

An integer value in the range:

4128772 to 4194305

4128769

User defined.

Warning: The parent profile tag must be set to 4128769 (the profile tag value for LCP ZONES).

For more information about profile tags, see ACS User's Guide.

User access

Users can access profile group fields and profile group BPLs from the Profile Groups option in the Edit Subscriber screen, provided the users have sufficient privileges.

You manage user access to profile groups, profile fields, and BPLs through the User Templates defined in the SMS User Management screen. It can be set for all fields and BPLs in the profile group, or for selected fields and BPLs. The required level of access privilege for each individual field or BPL must be added manually to the template.

This table describes the privileges that may be assigned to each profile field and BPL.

Privilege Description
Read/Only The field's value (if present) will be visible to the user through the screens, but they will not be able to edit, create, or delete it.
Read/Modify The field's value (if present) will be visible to the user through the screens, and they will be able to edit it, but they will not be able to create or delete it.
Create/Delete The field's value (if present) will be visible to the user through the screens, and they will be able to edit, create and delete it.
Execute This BPL will be visible to the user through the screens, and they will be able to execute it.

Note: For information about creating and maintaining user Templates, see SMS User's Guide.

Adding profile tag groups

Follow these steps to add a new profile tag group.

  1. In the Subscriber Management screen, select the service provider from the Service Provider list.

  2. On the Profile Group Fields tab, click New Group.

    Result: You see the New Profile Tag Group screen.

  3. In the Name field, enter the name for this profile tag group.

  4. The Permission Name field displays the permission name for this group. It is used when configuring the user template in ACS.

    To set the permission name to the standard name, ensure the Auto Populate Permission Name check box is selected.

    The standard format is:

    <Service Provider>-<Profile Tag Group Name>

    To set the Permission Name to something other than the standard name:

    • Clear the Auto Populate Permission Name check box

    • In the Permission Name field, enter the name for this profile tag group.

  5. Click Save.

Related topic

Profile Group Fields

Editing profile tag groups

Follow these steps to edit an existing Profile Tag Group.

  1. In the Subscriber Management screen, select the service provider from the Service Provider list.

  2. On the Profile Group Fields tab, select the Group you want to edit.

  3. Click Edit Group.

    Result: You see the Edit Profile Tag Group screen.

  4. Edit the Name for the profile tag group.

    Note: The Permission Name field is not editable.

  5. Click Save.

Related topic

Profile Group Fields

Adding a new profile group field

Follow these steps to add a profile group field to a profile group.

  1. In the Subscriber Management screen, select the service provider from the Service Provider list.

    On the Profile Group Fields tab, select the Group you want from the drop down list.

  2. Click New.

    Result: You see the New Profile Group Field screen.

  3. Select Profile Fieldfrom the Field Type drop down list.

    Result: You see the Profile Field options in the New Profile Group Field screen:

  4. In the Group Order field, set the number of the line this field should be displayed in.

    Lower numbers are closer to the top of the screen.

    Tip: The combination of group and sub order determines how profile group fields are displayed on the Edit Subscriber screen.

  5. In the Sub Order field, set the number which defines where this field is displayed relative to other fields in its group.

    Lower numbers are closer to the left.

  6. In the DisplayName field, type the name you want to give to the field.

  7. From the Profile Tag Name drop down list, select the profile tag this field will be in.

    This list is populated from the profile tags defined on the ACS Configuration screen.

  8. The Permission Name field displays the permission name for this field. It is used when configuring the user template in ACS.

    If you want to set the permission name to the standard name, ensure the Auto Populate Permission Name check box is selected.

    The standard format is:

    ServiceProvider-ProfileGroup-DisplayName

    If you want to set the permission name to something other than the standard name:

    • Deselect the Auto Populate Permission Name check box,

    • In the Permission Name field, enter the name for this profile group field.

  9. Click Save.

Related topic

Profile Group Fields

Adding BPL fields

Follow these steps to add a BPL to a profile group.

Note: You will only be able to use this functionality if you have the Task Management license.

  1. In the Subscriber Management screen, select the service provider from the Service Provider list.

    On the Profile Group Fields tab, select the Group you want from the drop down list.

  2. Click New.

    Result: You see the New Profile Group Field screen.

  3. Select Business Process Logic from the Field Type drop down list.

    Result: You see the Business Process Logic options in the New Profile Group Field screen.

  4. In the Group Order field, set the number of the line this field should be displayed in.

    Lower numbers are closer to the top of the screen.

    Tip: The combination of group and sub order determines how profile group fields are displayed on the Edit Subscriber screen.

  5. In the Sub Order field set the number which defines where this field is displayed relative to other fields in its group.

    Lower numbers are closer to the left.

  6. From the BPL drop down list, select the BPL to include in the profile group.

    This list is populated from the BPL tasks defined in the Task Management screen. For more information about setting up BPL tasks, see Task Management.

    Tip: The Permission Name field is for reference only. It displays the permission name for this BPL which is used when configuring the User Template in ACS.

  7. Click Save.

Editing a profile group field

Follow these steps to edit an existing profile group field or BPL for a profile group.

Note: The Field Type, Profile Tag Name and Permission Name fields are not editable.

  1. In the Subscriber Management screen, select the service provider from the Service Provider list.

  2. On the Profile Group Fields tab, select the Group you want to edit.

  3. In the table, select the row to edit.

  4. Click Edit Field.

    Result: You see the Edit Profile Group Field screen. The screen fields differ depending on whether you are changing a Business Process Logic or Profile Field:

  5. Edit the Group Order and Sub Order for the profile group field.

    Tip: The combination of group and sub order determines how profile group fields are displayed on the Edit Subscriber screen.

  6. If required, edit the profile group field details.

    • For BPLs, you can select a different BPL from the drop down list.

    • For profile tags, you can enter a new display name.

  7. Click Save.

Deleting profile groups and fields

Follow these steps to delete an existing Profile Group or Profile Field.

  1. In the Subscriber Management screen, select the service provider from the Service Provider list.

  2. On the Profile Group Fields tab, select the Group you want from the drop down list.

  3. To delete the group and all its associated fields, click Delete Group.

  4. To delete a specific field from the group, in the table, select the row containing the field to delete and click Delete.

    Result: You see the Delete Confirmation prompt.

  5. Click OK to delete the record from the database.

    Result: The record is deleted. A confirmation prompt is displayed.

  6. Click OK.