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 Back to Getting Started Guides for CRM.COM

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Are you in the OTT-based Subscriptions business? This is a good starting point. All you need to do is go through this Getting Started guide Guide to find out how you can quickly set up CRM.COM software to support your OTT business. This Guide focused on Setting up the System for using OTT Services. 
Before you start with OTT-related configurations, view Getting Started with CRM.COM to complete the basic System configurations regardless of your line of business. Additional Guides on Pricing, Rewards and managing Subscriptions can be found in the related Getting Started User Guides.

Note

Note that the System must also be configured to support Subscription Management. Choose between /wiki/spaces/WIP/pages/10008366 Getting Started with Normal Subscriptions used for Subscriptions following a Normal Billing method and /wiki/spaces/WIP/pages/10008363Getting Started with Prepaid Subscriptions used for Subscriptions following a Prepaid Billing method.

What you need to get

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started

In this Getting Started Guide you will find out about discover the following modules, which are required for Setting up and supporting an OTT business model:

  • Products
    Set up all the Products your company provides to customers, whether these are Services or hardware.
  • Provisioning Provider
    Set up the Provisioning Provider that represents the Conditional Access System or Video Platform you cooperate with, responsible for handling the streaming of signals to the subscriber devices.
  • Usage Service Catalogs 
    Set up your Usage Service Catalogs, and add all the Usage Services (Pay Per View (PPV) and Video on Demand (VOD) events), along with the pricing and airtime for each.
  • Usage Detail Records
    Set up Usage detail Detail Records (UDRs) used to keep information about ordered Usage Services.
Tip

We have divided each module's configuration tasks into two Classifications: Fast Track and Complete Configuration.

  • Fast Track:  If you would like to To set up CRM.COM with the necessary basic functionality to get started, configure the sub-modules that are marked by the Fast Track Iconicon.
  • Complete Configuration: To get the most out of CRM.COM configure all the sub-modules; , marked by the Fast Track and Complete Configuration icons.

Configuration Type determines whether the module is found under an "Application" or "Configuration" Section.

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Setting up Products

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Sub-moduleTypeClassificationNavigationDig In
UDR TypesConfiguration

CONFIGURATIONBILLING APPLICATIONBILLINGSET UP UDR TYPE  

Configuring UDR Types		Usage Detail Records
UDR Usage MethodConfigurationCONFIGURATIONBILLING APPLICATIONBILLINGSET UP UDR USAGE METHODSConfiguring UDR Usage MethodsDetail Records
UDR DEVICEConfiguration

CONFIGURATIONBILLING APPLICATIONBILLINGSET UP UDR DEVICES

Configuring UDR Devices		Usage Detail Records
UDR Destination CategoryConfigurationCONFIGURATIONBILLING APPLICATIONBILLINGSET UP UDR DESTINATION CATEGORIESConfiguring UDR Destination CategoriesUsage Detail Records
UDR Source CategoryConfiguration

CONFIGURATIONBILLING APPLICATIONBILLINGSET UP UDR SOURCE CATEGORIES

Configuring UDR Source Categories		Usage Detail Records
UDR Source SystemConfiguration

CONFIGURATIONBILLING APPLICATIONBILLINGSET UP UDR SOURCE SYSTEMS

Configuring UDR Source Systems		Usage Detail Records


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Step 1: Setting up Usage Detail Record Types

Start by configuring the available Usage Detail Record (UDR) Types. UDR Types are used to classify and group UDRs based on their business application. Users must select UDR Types when adding new Usage Services to a Subscription by using the Add Service Usage Action.  UDR Types can be used to define restrictions, such as mandatory UDR information for each Type. For example, if the UDR Source Category is defined as 'Mandatory' on the Type, the user must provide an 'Allowed' Source Category when ordering the Usage Service.

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Having set up CRM.COM based on your business requirements, you are ready to experience the capabilities of the System. View our Application Manuals area, which includes manuals dedicated to each submodule and discover the functionality of each CRM.COM Module designed to help you complete your business transactions, or remain in this section to learn to work with OTT Subscriptions.

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ModuleNavigationDig In
Manage SubscriptionsBILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONSManaging Subscriptions
Add Service UsageBILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONS /wiki/spaces/WIP/pages/10008632Subscriptions
Bill SubscriberBILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONS/wiki/spaces/WIP/pages/10008686Subscriprions

The module describes a variety of business processes which can be performed to manage the Subscriptions, such as the addition of new Services and Physical Goods, the activation, deactivation and termination of Subscriptions, the starting or stopping of individual Services, the upgrading or downgrading of Services and many more.

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The available Usage Services are filtered based on conditions set in the Usage Service Catalogs, as well as the Validity date of the Catalog which is compared against to the date that Services are scheduled to be added.

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  • Through the Billing Run, where multiple Subscriptions are billed simultaneously.
  • Immediately, once the action Action is executed, according to the "Usage Service Billing Rules" set in the 'Active' Billing Term Definition .
  • Through the Subscriptions page "Bill Subscriber" Action, where specific Subscriptions can be billed one by one. 

Depending on the Billing model you follow, slightly different logic applies to the Billing of Subscription Services.

  • For Prepaid - Usage Service orders for Subscriptions of Prepaid Billing Term Schemes are always billed immediately and checked against Wallet Balance (If a the Wallet Balance is not enough to cover the cost of the Usage ServiceS COSTServices, then they the Services cannot be added to the Subscription).
  • For Normal - Usage Service orders for Subscriptions of Normal Billing Term Schemes are billed according to the configuration of 'Usage Service Billing Rules' set in the 'Active' Billing Term Definition. They can either be billed right after the execution of the Action (if the number of unbilled Services is greater than the defined number or if the amount of the unbilled Services is more than the defined amount) or by the next Billing Run.

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