Installation Guide

Please contact our [Support] to get the latest code.

Step 1 - Install Postgres on your Linux or Windows server. We recommend using the latest stable release.

http://www.postgresql.org/download/

Step 2 - Create your OPENCDRRATE database. Navicat and pgadmin3 have nice utilities to manage postgres installations if you are unfamiliar with postgres management.

Step 3 - Enable the PL/pgSQL language.

https://wiki-bsse.ethz.ch/display/ITDOC/Enable+PLpgSQL

Step 4 - Install all the system [Tables] on your OPENCDRRATE database.

Step 5 - Create 1 entry per customer in the [CustomerMaster] table. You can also enter them through the [PHP Admin Portal] by clicking 'Customers' on the main page.

Step 6 - Create 1 entry per IP address you accept traffic from in the [IPAddressMaster] table. You can also enter them through the [PHP Admin Portal] by clicking 'IP Addresses' on the main page.

Step 7 - If the CDR you import do not contain a CustomerID field create 1 entry per DID in the [DIDMaster] table. You can also enter them through the [PHP Admin Portal] by clicking 'DIDs' on the main page.

Step 8 - Load all your rates into the rate tables. You can click on each call type on the Home page to see what rate tables need to be loaded. Rates can also be loaded via the [PHP Admin Portal] by clicking 'Customer Rates' off the main page.

Step 9 - Load the [TieredOriginationRateCenterMaster] table. This is required if you are using the system to rate origination. You can also use the 'Rate Centers' link on the main page of the Admin portal.

Step 10 - Load the taxes you want to charge into the [CustomerTaxSetup] table. You can also enter them through the [PHP Admin Portal] by clicking 'Customer Tax Setup' on the main page.

Step 11 - Install all the system [Functions] on your OPENCDRRATE database.

Step 12 - Install all the system views on your OPENCDRRATE database.

Step 13 - Configure system backups. We also recommend off-site storage.

Step 14 - Configure the following postgres [Functions] to run once per hour. These functions should not be run at the same time.

fnCategorizeCDR
fnRateIndeterminateJurisdictionCDR
fnRateInternationalCDR
fnRateInterstateCDR
fnRateIntrastateCDR
fnRateSimpleTerminationCDR
fnRateTieredOriginationCDR
fnRateTollFreeOriginationCDR
fnRateTollFreeTerminationCDR

Step 15 Install the [PHP Admin Portal]. [Installation Guide - Admin Portal]

Step 16 - Review our [Performance Tuning] recommendations.

Step 17 - You can click on each call type on the Home page to see what information to load into the system. If you need our system to determine interstate/intrastate for you, you will need to load the NPA information using the 'NPA' link on the main page of the [PHP Admin Portal].

Step 18 - Review our [Typical Workflow].

This software is distributed under the AGPLv3 [License].

If you have any trouble setting up the system, please contact our [Support]. We are happy to offer some assistance with the install/configuration. No charge.

Follow us on twitter to received new feature notifications: http://www.twitter.com/opencdrrate/

Join our LinkedIn group to open discussions on features you would like to see in the system. http://www.linkedin.com/groups/OpenCDRRate-4381972

-The OpenCDRRate team from DTH Software, Inc