astercc-0.13-beta
crm open 

所属分类:Windows编程
开发工具:Perl
文件大小:11806KB
下载次数:3
上传日期:2010-06-14 19:05:01
上 传 者manoudagada
说明:  CRM application for open source project

文件列表:
astercc-0.13beta (0, 2009-09-17)
astercc-0.13beta\asterbilling (0, 2009-09-17)
astercc-0.13beta\asterbilling\account.common.php (2451, 2009-09-01)
astercc-0.13beta\asterbilling\account.grid.inc.php (18624, 2009-09-01)
astercc-0.13beta\asterbilling\account.php (2907, 2009-09-01)
astercc-0.13beta\asterbilling\account.server.php (15852, 2009-09-01)
astercc-0.13beta\asterbilling\accountgroup.common.php (2385, 2009-09-01)
astercc-0.13beta\asterbilling\accountgroup.grid.inc.php (23967, 2009-09-01)
astercc-0.13beta\asterbilling\accountgroup.php (2844, 2009-09-01)
astercc-0.13beta\asterbilling\accountgroup.server.php (17683, 2009-09-01)
astercc-0.13beta\asterbilling\admin.php (391, 2009-09-01)
astercc-0.13beta\asterbilling\agi (0, 2009-09-17)
astercc-0.13beta\asterbilling\agi\agi-test.agi (1232, 2009-09-01)
astercc-0.13beta\asterbilling\agi\astercc.agi (4488, 2009-09-01)
astercc-0.13beta\asterbilling\agi\callshop.php (45865, 2009-09-01)
astercc-0.13beta\asterbilling\asterbilling.conf.php (3184, 2009-09-01)
astercc-0.13beta\asterbilling\callshoprate.common.php (2016, 2009-09-01)
astercc-0.13beta\asterbilling\callshoprate.grid.inc.php (18934, 2009-09-01)
astercc-0.13beta\asterbilling\callshoprate.php (2436, 2009-09-01)
astercc-0.13beta\asterbilling\callshoprate.server.php (25359, 2009-09-01)
astercc-0.13beta\asterbilling\cdr.common.php (1964, 2009-09-01)
astercc-0.13beta\asterbilling\cdr.grid.inc.php (9561, 2009-09-01)
astercc-0.13beta\asterbilling\cdr.php (2822, 2009-09-01)
astercc-0.13beta\asterbilling\cdr.server.php (15897, 2009-09-01)
astercc-0.13beta\asterbilling\changelog.txt (9663, 2009-09-01)
astercc-0.13beta\asterbilling\checkout.common.php (1783, 2009-09-01)
astercc-0.13beta\asterbilling\checkout.php (16746, 2009-09-01)
astercc-0.13beta\asterbilling\checkout.server.flash.php (9528, 2009-09-01)
astercc-0.13beta\asterbilling\checkout.server.php (29353, 2009-09-01)
astercc-0.13beta\asterbilling\checkout.server.pie.php (6528, 2009-09-01)
astercc-0.13beta\asterbilling\checkout.server.piegroup.php (5217, 2009-09-01)
astercc-0.13beta\asterbilling\clid.common.php (2352, 2009-09-01)
astercc-0.13beta\asterbilling\clid.grid.inc.php (21046, 2009-09-01)
astercc-0.13beta\asterbilling\clid.php (3683, 2009-09-01)
astercc-0.13beta\asterbilling\clid.server.php (19743, 2009-09-01)
astercc-0.13beta\asterbilling\config.php (284, 2009-09-01)
astercc-0.13beta\asterbilling\credithistory.common.php (2018, 2009-09-01)
astercc-0.13beta\asterbilling\credithistory.grid.inc.php (9821, 2009-09-01)
astercc-0.13beta\asterbilling\credithistory.php (2668, 2009-09-01)
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==================================================================================== asterCC (C) 2006,2007,2008 Solo Fu solo@astercc.org ==================================================================================== asterCC is a software package, in which we provide two asterisk solutions for now: * asterCRM, an open source contact center solution for asterisk * asterBilling, a realtime billing solution for asterisk, could be used for hosted callshop, asterisk pbx billing all above in the package will use a linux daemon script named astercc, which could grab realtime CDR from asterisk, and it’s welcomed that if you want to develop your own application based astercc daemon. The astercc daemon connect to asterisk via AMI(Asterisk Management Interface), so it could work with all kinds of asterisk solutions, and would not affect your original asterisk. Here’re the benefits of solutions using astercc daemon 1. brilliant performance we have tested that astercc could support more than 240 calls in asterisk 2. good compatibility astercc could work with all asterisk based solutions, and it support both asterisk 1.2.X and 1.4.X 3. distributed solution no need install astercc daemon on your asterisk server, even an embedded asterisk product could use astercc for expand Installation: Rquirement: httpd mysql mysql-devel mysql-server php (or php4) php-mysql php-gd A Auto install by 'install.sh' In this way, just to run /bin/sh install.sh as root in astercc main directory and enter some parameter require by it. Update asterisk dialplan for barge(If you want to use barge function in asterCRM) add following line to asterisk extensions.conf(might any other extensions file you use,in freepbx could be extensions_custom.conf) ;;;for asterCRM barge in ;;;start astercc-barge;;; [astercc-barge] exten => _X.,1,NoOP(${EXTEN}) exten => _X.,n,meetme(${EXTEN}|pqdx) exten => _X.,n,hangup ;;;end astercc-barge;;; B install manual 1) Download and unzip the source (assuming your WEB root is /var/www/html) cd /var/www/html unzip astercc-X.X.zip mv astercc-X.X astercc /var/www/html/astercc/astercrm # main directory and PHP scripts of astercrm /var/www/html/astercc/asterbilling # main directory and PHP scripts of asterbilling /var/www/html/astercc/sql # sql to create database tables /var/www/html/astercc/script # astercc daemon and some other script files /var/www/html/astercc/index.html #guide page /var/www/html/astercc/astercc_full_logo.png #logo It is highly advised that the whole script directory be moved to a more secure location like /opt and out of the WEB root directory (in step 2) 2) Create the MySQL database and tables, asterCRM need mysql 4.1 or above Note: here we create the database named astercc, it both used for astercrm and asterbilling, you could use whatever db name you want use your configration to replace "yourmysqluser" and "yourmysqlpasswd" mysqladmin -uyourmysqluser -pyourmysqlpasswd create astercc mysql -uyourmysqluser -pyourmysqlpasswd astercc < /var/www/html/astercc/sql/astercc.sql 3) Update /etc/asterisk/manager.conf to enable Manager connections Note:allow asterisk on different server Add something like this to the manager.conf file: [general] enabled = yes port = 5038 bindaddr = 0.0.0.0 ;displayconnects = yes ;the following line could be changed by yourself [astercc] secret = astercc read = system,call,log,verbose,command,agent,user write = system,call,log,verbose,command,agent,user deny=0.0.0.0/0.0.0.0 ; if you want to run astercc on another server ; use your astercc ip to replace 127.0.0.1 or add a new line permit=127.0.0.1/255.255.255.0 4) Update asterisk dialplan for barge(If you want to use barge function in asterCRM) add following line to asterisk extensions.conf(might any other extensions file you use,in freepbx could be extensions_custom.conf) ;;;for asterCRM barge in ;;;start astercc-barge;;; [astercc-barge] exten => _X.,1,NoOP(${EXTEN}) exten => _X.,n,meetme(${EXTEN}|pqdx) exten => _X.,n,hangup ;;;end astercc-barge;;; 5) Create the directories and move daemon scripts: mkdir -p /opt/asterisk/scripts/astercc mv /var/www/html/astercc/script/* /opt/asterisk/scripts/astercc chmod +x /opt/asterisk/scripts/astercc/eventsdaemon.pl chmod +x /opt/asterisk/scripts/astercc/eventdog.sh chmod +x /opt/asterisk/scripts/astercc/astercc chmod +x /opt/asterisk/scripts/astercc/astercctools chmod +x /opt/asterisk/scripts/astercc/dialer.pl chmod +x /opt/asterisk/scripts/astercc/cdr_move.pl chmod +x /opt/asterisk/scripts/astercc/asterrc chmod +x /opt/asterisk/scripts/astercc/astercclock chmod +x /opt/asterisk/scripts/astercc/asterccdaemon chmod +x /opt/asterisk/scripts/astercc/asterccd 6) modify config file for asterCRM: modity /var/www/html/astercc/astercrm/astercrm.conf.php to fit your configration for asterCC: modity /var/www/html/astercc/asterbilling/asterbilling.conf.php to fit your configration 7) Start Asterisk and daemon There are two daemon modes you can choose, astercc mode or eventsdaemon(can be used for astercrm only) mode A for astercc mode(can be used for both astercrm and asterbilling) try start astercc: modify /opt/asterisk/scripts/astercc/astercc.conf to fit your configuration mainly database setting and AMI setting. run astercc for test /opt/asterisk/scripts/astercc/astercc if you could read like following line: "Connecting to mysql database on 127.0.0.1: Database connection successful. Connecting to asterisk on 127.0.0.1 port 5038: Asterisk socket connection successful. Check asterisk username & secret: Success Monitor Start: ...(some log message)..." congratulations, your astercc works well, use 'ctrl + c' to exit or else, please check your database/AMI configration in astercc.conf Start up astercc (default settings): modify /var/www/html/astercrm/astercrm.conf.php set eventtype to curcdr /opt/asterisk/scripts/astercc/astercc -d Start up astercc daemons when system startup: Note: This option can only fit to redhat-release system. If you want astercc daemons to start automatically when you boot your machine, you need to : cp /opt/asterisk/scripts/astercc/asterccd /etc/rc.d/init.d chmod 755 /etc/rc.d/init.d/asterccd chkconfig --add asterccd Advice: Configure your astercc restart once everyday, it's not necessary, but it 's good for your astercc operation. for example: you want to restart astercc at 0'clock everyday, just do the following line as root. crontab -e add a new line: 0 0 * * * /etc/rc.d/init.d/asterccd restart the first "0" figures minutes and the second "0" figures hours. B for eventsdaemon mode(can be used for astercrm only) try start eventsdaemon: modify eventsdaemon.pl to fit your configuration mainly database setting and AMI setting. /opt/asterisk/scripts/astercc/eventsdaemon.pl if you could read: "Message: Authentication accepted" congratulations, your eventsdaemon works well use ctrl + c to exit or else, please check your database/AMI configration in eventsdaemon.pl Start eventsdaemon (default settings): modify astercrm.conf set eventtype to event /opt/asterisk/scripts/astercc/eventsdaemon.pl -d At some point it may be desirable to delete unwanted events from the database table. The eventsdaemon is also designed for this. please check eventsdaemon.pl for parameter "log_life" also we provide a "watch dog", it would help you restart eventsdaemon when it shutdown add this shell to your start-up file, for example: echo /opt/asterisk/scripts/astercc/eventdog.sh >> /etc/rc.d/rc.local so that everytime your server start, eventsdaemon would be loaded 8) set file&folder access for astercrm chmod 777 /var/www/html/astercc/astercrm/upload chmod 777 /var/www/html/astercc/astercrm/astercrm.conf.php if asterisk and astercrm running in one server,you could make a soft link to astercrm web directory for listening monitor records online. ln -s /var/spool/asterisk/monitor/ /var/www/html/astercc/astercrm/monitor note: astercrm support listen monitors online only can be wav format file. for asterbilling chmod 777 /var/www/html/astercc/asterbilling/upload 9) web browsing for astercc guide http://localhost/astercc or http://YOUR-WEB-SERVER-ADDRESS/astercc for astercrm: http://localhost/astercc/astercrm or http://YOUR-WEB-SERVER-ADDRESS/astercc/astercrm login with admin/admin for asterbilling: http://localhost/astercc/asterbilling or http://YOUR-WEB-SERVER-ADDRESS/astercc/asterbilling NOTE:There are two login interface in asterbilling, user mode and manager mode, the default setting is manger mode. You can visit user interface by http://YOUR-WEB-SERVER-ADDRESS/astercc/asterbilling/login.php and visit mannger interface by http://YOUR-WEB-SERVER-ADDRESS/astercc/asterbilling/manager_login.php . You could change the default login mode in asterbilling.conf.php by prameter "useindex". also you can move astercrm and asterbilling directory to any path where your web server be allowed to access. login with admin/admin set your first booth by asterbilling 1. go "Reseller" and add a reseller 2. go "Group" add a group belong to the reseller 3. go "Clid" add some clid for this group, then the account in asterisk with the clid would be billing as a user in this group 4. go "Account" add a account, usertype could be "groupadmin" and belongs to the group you just added 5. go "Rate to Customer" and add some rate for the group, if you dont select reseller or group, the rate could be the default rate all all resellers/groups 6. login as groupadmin account, then you should see some box as the attachments. 7. try make a call using the ip phone with the clid, you could see the calling and billing message in the box ==================================================================================== asterCRM section ==================================================================================== asterCRM is an open source contact center software for asterisk. asterCRM scripts require a running WEB and MySQL server (in which stored asterisk events). All of these processes can run on the same server, however, multiple servers enhance performance. *Features pop-up when incoming calls pop-up when outbound calls suggestion when enter business name or contact account/extension manager click to dial manually dial invite dial click to transfer click to monitor can be integrated with all asterisk based systems, such as Magiclink IP PBX, Trixbox ... multi-language support (Chinese, English, German) multi-skin support support external crm extension status show asterisk active channels predictive dialer CRM data import/export online diallist import online survey survey result statistics distributed solution google map support multi condition search & export config system parameters in browser monitor/spy channel in real time list and listen to the monitor records check history phone recorded on line customer call history remove prefix switch in customer mode and customer->contact mode read callerid of other extensions when they are talking user group dail campaign recyle no answer calls from dialed list scheduler dialer customer dialer could work with astercc cdr(in astercc mode) DID inforamtion when pop up removing lot of customer records in one go agent auto dial speed dial list recycle no answer number in dialed list(in astercc mode) support dynamic agent mode extension whisper DID number/info display support predictive dial dial out strategy support import file which exist in server recent cdr bind to monitor records fax ext support play gsm file in web force monitor by group update licence in web auto install system status monitor by groupadmin predictive dial by groupadmin multi mode search(like,=,<,>) advance survey callerid smart mathcing predictive dialer direct to queue dialer support dialout mutil-servers support chinese address of google map support post more customer infomation to external CRM by URL support count how long dynamic agent loged in the queue private note support licence with time limit *Manager Interface 1. Import 2. Export 3. Statisic 4. Extension Binding astercrm account and asterisk extension here, also manager could grant privileges to astercrm account. username: username to log into astercrm password: password to log into astercrm usertype: only two levels for now. If it's "admin" in this field, which means this account could enter manager interface section. extension: a extension would be binding to this user, which means all events of the extension would reflect this user such as dial, hangup, also pop-up digits only (e.g. 8000) extensions: which extensions the user could see status, and use click to transfer put several extensions here, use comma to seperate (e.g. 8000,8001,8002,8003) 5. Customer 6. Predictive Dialer Administrator could upload a phone list to table "diallist", so that astercrm know which number could be dialed. there's are two field in table "diallist" phonenumber and assign About assign, it would be a extension number in this field, means this number could be dialed by which extension, this phone number would appears in "agent dial mode" there're two mode in dialer setion: a. agent dial mode if phone number is assigned to extension in table "dial list", when agent login, he could see a button "get a new number" and XX records in dial list, then he can dial the button, a new table would pop up, and in this table would have a phone number, agent could click the number to make a call. once agent click the button and a new table pop up with a new phone number, the number would be deleted from database, so agent could see that the number in dial list would decrease, until no records in database, and the button disappears. b. manager predial mode manager dial mode need a "admim" user, in predictive dialer module, if there're records in table "diallist" (whatever assigned or not), he could see XXX records (means records number in database), a "Dial" button and a inputbox (means maximum concurrent active channel in asterisk, it would "pause" when asterisk active channels reach this number untill some channels hang up dialer would "continue" automaticly), during this progress manger could stop/start the dialer or change max channels number. In config.php you could set where the call would be sent to when answered, such as a IVR, a queue or whatever you need. 7. System 7.1 You could see sip peer status here, such as which peer is calling, which peer is online or offline Notice: some peer may not appear here, because system monitor read data from database so usually we can not read all sip peer status here 7.2 you coudl see the result of cli command: sip show channels verbose this result refresh every one second. 8. Survey ==================================================================================== asterBilling section ==================================================================================== asterBilling is a real time billing software. It could be used mainly for hosted callshop solution, or billing for office IP PBX system. asterBilling features: 1. work with all asterisk based system 2. realtime billing 3. prepaid/postpaid support 4. maximum 240 simultaneous calls support 5. booth lock/unlock 6. booth/callshop/reseller credit limit 7. mulit-callshop support in one system 8. mulit-reseller support in one system 9. each customer/callshop/reseller could use a rate template or use specific rate 10. callback with credit limit support (billing lega/legb/both) 11. reseller rate/callshop rate/customer rate three level billing 12. admin/reseller/callshop admin/operator four user types 13. rate import/export 14. hangup calls 15. web script part is open source 16. profit calculate 17. Grid layout 18. CDR search/browser 19. 5 free channels license 20. credit operation history 21. print receipt 22. agi for calling card and internal pbx billing 23. billing for clid 24. inbound billing 25. advance report(flash chart) 26. multiple updating rate 27. multi language support[Simplified Chinese/English/German] 28. shortcut for choose date 29. add archive function in CDR page 30. display more infomation in callshop page(Amount,Cost,Limit,Current Credit,Available Balance) 31. add payment type(Cash,Credit card,Debit card,Promotion,Other) 32. could checkout in Receipt page 33. add search rate by destination in callshop page 34. add customers module 35. CDR for customers 36. dynamic/static discount rate for customers 37. support licence with time limit 38. support German 39. add ASR/ACD in Report page 40. display the buy rates when adding/editing the sell rates 41. improve import module 42. improve asterrc (support hungup call if no rate or not in group) 43. add billing by source channel

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