Aastra Clearspan Operating and safety instructions

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2811 Internet Blvd
Frisco, Texas 75034-1851
Tel +1 469 365 3000
Tel +1 800 468 3266
www.aastrausa.com
Product Overview
2740-007
Release 19.0

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7th Edition (June 2014)
© Copyright 2014 Aastra USA Inc. All rights reserved.
Information in this manual may change with product revisions. Aastra®mayadd features or
enhancements to the product(s) and/or program(s) described in this manual at any time.
Technical Publications freezes the information in this manual based on the specified software and
hardware releases. Publications writers incorporate such changes into newly released publication
editions. Publications writers will incorporate any modifications provided to them after the
publication release date into the next scheduled release of the publication.
Aastra furnishes the application described in this manualunder a license agreement and
customers may use or copy information in the manuals only in accordance with the terms of the
agreement.
Contact Information
Address any reader comments to:
Aastra
Manager, Technical Training and Publications
2811 Internet Boulevard
Frisco, TX 75034-1851
You mayalso send email to techpubs@aastrausa.com
What to Expect when Contacting Company
Technical Publications will email responses to customers within seven business days of the
contact. Note that product support is not available through this email address. For product support,
contact the Aastra Customer TechnicalSupport (ACTS) at 1-800-729-1872. Aastra may use or
distribute review comments and information without incurring obligation.
Trademarks and Acknowledgements
Product registered trademarks and copyrights of the products included in this publication include
Pointspan®as a registered trademark of Aastra USA Inc.
Product trademarks and copyrights of the products included in this publication include Unified
Communication Platform™ and Integrated Conference Manager™ as trademarks of Aastra USA
Inc.
Windows is aregistered trademarks of Microsoft Corporation.
This publication identifies all other products or services mentioned herein by the trademarks,
service marks, or product names designated by the companies that market those products. The
companies producing these trademarks and registered trademarks control ownership of them.
Make all inquiries concerning such trademarks directlyto those companies.
This publication identifies all other products or services mentioned herein bythe trademarks,
service marks, or product names designated bythe companies that market those products. The
companies producing these trademarks and registered trademarks control ownership of them.
Make all inquiries concerning such trademarks directly to those companies.

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Revision History
Revision
Number
Date
Completed
Point of Contact
Description
007
6/6/2014
Velvet Moore
Updated Device Management
information.
006
04/22/14
GaryMading
Final edit for Release 19 and
clients.
005
10/30/13
GaryMading
Additions for Clearspan
applications.
004
06/30/13
Bev Marsh
Update for Release 19.
003
09/14/09
Bev Marsh
Corrections to TOC, Index, and
formatting.
002
07/25/08
D.Woelfle
001
04/25/07
C.Ellis
Initial release of this publication.

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Table of Contents
7th Edition (June 2014)....................................................................................................................3
Contact Information..........................................................................................................................3
What to Expect when Contacting Company...................................................................................3
Trademarks and Acknowledgements.............................................................................................3
Revision History...............................................................................................................................4
1Introduction.......................................................................................................................................9
2Clearspan Architecture................................................................................................................. 10
2.1 Core Architecture................................................................................................................ 11
2.1.1 Clearspan Server Components............................................................................. 12
2.1.2 Detailed Server Descriptions................................................................................. 13
2.2 Core Redundancy and Fault Tolerance............................................................................ 21
2.2.1 Hardware Redundancy.......................................................................................... 21
2.2.2 Software Application Redundancy........................................................................ 22
2.2.3 Network Redundancy............................................................................................ 24
2.2.4 Geographic Redundancy....................................................................................... 24
2.2.5 Software Reliability................................................................................................. 25
2.3 Core Security...................................................................................................................... 25
2.3.1 XSP Server Security.............................................................................................. 26
2.3.2 SSM Server Security.............................................................................................. 26
2.3.3 Web Portaland CLI Access .................................................................................. 26
2.4 Campus Architecture.......................................................................................................... 29
2.4.1 Design Considerations for Campuses.................................................................. 30
2.4.2 Clearspan Server Interworking.............................................................................. 30
2.4.3 911 and E911 Considerations............................................................................... 36
3Clearspan Unified Communications............................................................................................ 40
3.1 Clearspan Communicator Client........................................................................................ 41
3.2 Clearspan Call Control Interaction for UC......................................................................... 42
3.3 Aastra OnDemand.............................................................................................................. 42
3.4 Clearspan UC Clients Details............................................................................................. 42
3.4.1 Clearspan Assistant............................................................................................... 43
3.4.2 Clearspan Communicator...................................................................................... 44
3.4.3 Clearspan Receptionist.......................................................................................... 47
3.4.4 Clearspan Call Center............................................................................................ 48
4Clearspan-Based Applications and Solutions............................................................................. 51
4.1 Clearspan Solution Sets..................................................................................................... 51
4.2 Key Applications ................................................................................................................. 51
4.2.1 Unified Communications........................................................................................ 52
4.2.2 Fixed-Mobile Convergence ................................................................................... 54
4.2.3 Meet-Me Conferencing.......................................................................................... 55

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4.2.4 Web Collaboration.................................................................................................. 56
4.2.5 Business Trunking.................................................................................................. 59
4.2.6 Clearspan Call Center............................................................................................ 59
4.2.7 Clearspan Receptionist.......................................................................................... 70
5System Management................................................................................................................... 74
5.1 OpEasy................................................................................................................................ 74
5.2 Web Portals......................................................................................................................... 75
5.2.1 System AdministratorWeb Portal......................................................................... 76
5.2.2 Enterprise Web Portal............................................................................................ 80
5.2.3 Group Web Portal .................................................................................................. 81
5.2.4 Personal Web Portal.............................................................................................. 83
5.3 Device Management .......................................................................................................... 84
5.3.1 Access Profiles....................................................................................................... 85
5.3.2 Configuration Profiles............................................................................................. 85
5.3.3 Service Integration................................................................................................. 85
5.3.4 Resource Management......................................................................................... 86
5.3.5 InventoryManagement.......................................................................................... 86
6Clearspan Licensing..................................................................................................................... 87
7Summary....................................................................................................................................... 89
Index..................................................................................................................................................... 91

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Table of Figures
Figure 1. High-Level Clearspan Architecture...................................................................................... 10
Figure 2. Conceptual View of Clearspan Cores................................................................................. 11
Figure 3. Core Software on Off-the-Shelf Hardware.......................................................................... 12
Figure 4. SSM Platform Interaction..................................................................................................... 13
Figure 5. XSP Platform Interaction...................................................................................................... 15
Figure 6. MS Platform Interaction........................................................................................................ 15
Figure 7. NS Platform Interaction........................................................................................................ 17
Figure 8. UM Platform Interaction. ...................................................................................................... 18
Figure 9. PS Platform Interaction. ....................................................................................................... 19
Figure 10. DBS Platform Interaction. .................................................................................................. 20
Figure 11. Typical High-level BladeCenter Architecture.................................................................... 22
Figure 12. SBC Cross Coupling.......................................................................................................... 24
Figure 13. Security Interfaces.............................................................................................................. 25
Figure 14. Simplified Remote Campus Architecture.......................................................................... 29
Figure 15. Outbound Signaling and Call Flows.................................................................................. 31
Figure 16. Outbound Call setup Call Flows........................................................................................ 32
Figure 17. Clearspan Inbound Signaling and Call Flows................................................................... 33
Figure 18. Inbound Call setup Call Flows........................................................................................... 34
Figure 19. Clearspan Internal Signaling and Call Flows.................................................................... 35
Figure 20. Internal Call setup Call Flows. ........................................................................................... 36
Figure 21. Basic Clearspan E911 Call Flow for Normal Operation................................................... 38
Figure 22. Advanced Clearspan E911 Call Flow for Normal Operation........................................... 39
Figure 23. Clearspan UC High-level Architecture. ............................................................................. 40
Figure 24. Clearspan Assistant Toolbar.............................................................................................. 44
Figure 25. Clearspan Communicator Platform Evolution................................................................... 45
Figure 26. Communicator Lite Service Management. ....................................................................... 46
Figure 27. Clearspan Communicator Video....................................................................................... 47
Figure 28. Clearspan Receptionist MainWindow.............................................................................. 48
Figure 29. Clearspan Call Center (Agent Mode)................................................................................ 49
Figure 30. The Connected Enterprise................................................................................................. 53
Figure 31. Clearspan Communicator (on iPhone) Screens............................................................... 54
Figure 32. Desktop Web Collaboration Screen Example Shown with Document Shared. ............. 57
Figure 33. SameWeb Collaboration Example Shown on Tablet Screen......................................... 58
Figure 34.Web Collaboration "Home" Screen Example................................................................... 58

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Figure 35.Web Collaboration "Green Meter" Screen Sample.......................................................... 59
Figure 36. Dashboard Pane (Agents)................................................................................................. 64
Figure 37. Clearspan Call Center Supervisor Thin Client Main Window.......................................... 65
Figure 38. Supervisor’s Contacts Pane – Agents Panel.................................................................... 65
Figure 39. Supervisor’s Dashboard Window...................................................................................... 66
Figure 40. Call Center Reporting Pie Chart View............................................................................... 68
Figure 41. Call Center Reporting Table View..................................................................................... 68
Figure 42. Call Center Reporting Skill Level Utilization...................................................................... 69
Figure43. Call Center Reporting Agent Duration............................................................................... 69
Figure 44. Clearspan Receptionist Console....................................................................................... 71
Figure 45. OpEasy Main Screen......................................................................................................... 74
Figure 46. Hierarchy of the Clearspan Web Portal. .......................................................................... 76
Figure 47. System Administrator’s Profile........................................................................................... 78
Figure 48. Service Quantity Allocation................................................................................................ 79
Figure 49. Outgoing Calling Plan. ....................................................................................................... 82
Figure 50. Auto Attendant Business Hours Screen............................................................................ 82
Figure 51. Call Notify............................................................................................................................ 83
Figure 52 Device Management for Access Device Configuration Files............................................ 84
Figure 53. High Level View of Licensing............................................................................................. 87
Figure 54. Feature Packages.............................................................................................................. 88

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1Introduction
From its inception, Aastra has focused on developing and delivering mission critical telephonyand
unified communications systems to large enterprises, network providers (hosted) and private,
managed service providers. These networks need carrier-class systems to reach resiliencyand
scalabilityrequirements, while keeping support and maintenance costs low. To deliver these
values to next generation Voice over Internet Protocol (VoIP) customers, Aastra, in conjunction
with its partnership with BroadSoft, has introduced Clearspan. Clearspan brings carrier-class
solutions to fulfill the promise of Unified Communications.
Clearspan is an open, standards-based (SIP/RTP), highly resilient and easily managed VoIP
platform, capable of elegantlyscaling to millions of users. Deployed on industrystandard servers,
the solution delivers lower totalcost of ownership (TCO) by lowing implementation, operating,
support and maintenance costs. IT and Telecom managers will enjoyan easy-to-provision and
easy-to-manage unified communications solution. Clearspan offers the following unified
communications functionality:
Full PBX features
Integrated Call Center
Fixed Mobile Convergence
Unified Messaging
Single Number Reach
Audio Conferencing
Web Collaboration
Desktop Sharing
Paging
Multi-vendor support of SIP phones
Support for analog phones
Soft Client support
Remote and mobile workers
End user deployment and management are one of the most time consuming tasksfor any IT or
Telecom manager. Aastra has developed the OpEasysuite of management and provisioning tools,
also known as Operational Support Systems (OSS), to simplifythe deployment and management
of the user population. At a high level, OpEasy provides these features/benefits:
Simplified Provisioning
Bulk Provisioning
Phone Auto Discovery
Reporting
System Performance Monitoring

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2Clearspan Architecture
Typically, Clearspan is centrally deployed and remotely managed. As such, the architecture is
ideal for premises-based, private network and hosted data centers. The following figure shows a
high-level architecture for Clearspan.
Figure 1. High-Level Clearspan Architecture.
A Clearspan ‘Core’ is an important term used to define a group of equipment and services that
provide callcontrol, security, media resources and web-based management functions. A basic
deployment has two fully redundant cores that are typically deployed in geographically dispersed
data centers. Then one or more networks are used to provide access to users.
A Clearspan ‘Campus’ is the other important term used. A Campus may be co-located with the
cores (premises model) or remote (managed services or hosted model). Tremendous flexibility
allows mixing the models to match exact customer requirements. A Campus maybe a large or
small population of users.
Cores and Campuses will be described in further detail later in this document.

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2.1 CoreArchitecture
The Clearspan Cores provide all of the Unified Communication (UC) features and functions. The
following figure shows the conceptual view of the Clearspan Cores. At the center resides the
BroadWorks server complex –a multi-tenant architecture deployed in the largest carriers inthe
world. Wrapped around the BroadWorks server complex is a layer of advanced security and
interconnect. The outer layer adds all of the advanced UC applications.
Figure 2. Conceptual View of Clearspan Cores.
The Core software is realized on off-the-shelf servers as shown in Figure 3. The software-only
solution runs on a combination of IBM BladeCenter chassis and discreet servers, using either AC
or DCpower options.

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Figure 3. Core Software on Off-the-Shelf Hardware.
2.1.1 Clearspan Server Components
Within the BladeCenter chassis, servers are populated by function and capacity requirements. The
following server types are populated within the chassis:
Application Server (AS) –provides call processing, feature logic, user management, call
detail records and service management. Deployed as Active / Standby.
Network Server (NS) –provides policy based translations and routing, subscriber location
directory and media server selection. Deployed in pool architecture.
Media Server (MS) –provides specialized media resources, including media recording,
media playback, DTMF digit detection, N-way conferencing, Meet-me conferencing and
media relaying. Deployed in pool architecture.
Profile Server (PS) –provides configuration files to soft clients and manages Meet-me
recordings. Deployed in pool architecture.
XSP Server (XSP) –supports Clearspan system web interfaces and additional external
interfaces.The XSP Server supports the Clearspan Personal Web Portal and Call
Manager via HTTP(S), as well as the Clearspan Open Client Interface for the Assistant
and Receptionist applications. Deployed in pool architecture.
SIP Session Manager (SSM) –Also known as a Session Border Controller (SBC).
Provides topology hiding, SIP and RTP session management, DDOS prevention, and
NAT traversal. Deployed in high-availability configuration.
Unified Messaging (UM) –provides unified messaging features on Clearspan, including
message store and retrieval. Deployed in high-availability configuration.
The following server types are typicallydeployed on discreet servers:
Element Management Server (EMS) –monitors the health, performance and reliabilityof
the Clearspan system. It also supports the provisioning, backup and restoration of the
system. Deployed in active/standby configuration.

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Database Server (DBS) –provides database and call center reporting. Deployed in high-
availabilityconfiguration.
VoIP Monitoring –an optional application to monitor and report on MOS scoring problems.
Billing –an optional application to manage call detail records and user accounting.
In certain cases, Clearspan applications maybe installed on discreet servers rather than within the
BladeCenter chassis in order to address specific issues with scalability, or redundancy, or to
address specific physical deployment requirements.
2.1.2 Detailed Server Descriptions
The following section will describe the server complex in detail and illustrate the main interconnect
and protocols used.
2.1.2.1 SIP Session Management (SSM)
The SSM servers are Session Border Controllers (SBCs) that are the secure (SIP/RTP) gateways
to the system. In the Clearspan architecture, all endpoints are “untrusted” and must traverse the
SSMs to gain access to the platform. The figure below shows the SSMs.
Figure 4. SSM Platform Interaction.
The SSMs are deployed as high-availability clusters and their purposes are:
VoIP/SIP firewall
SIP session security management
NAT traversal
Topology hiding
DoS and intrusion prevention
Header manipulation
Registration proxy
The SSMs participate in the registration and authentication of all endpoints, whether those
endpoints reside in the LAN orWAN. As endpoints register with the Clearspan platform, the SSMs
filter and check these registrations to prevent unauthorized access. Assuming the firstphase of
filtering is passed, the registrations are then passed to the AS for authentication, and the SSMs

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wait for a response before binding the source IP address of the endpoints. Once binding occurs,
the endpoints are granted access to service.
While the primary function of the SSMs is to service access devices (terminals), they may also be
used to service network devices(PSTNgateways, SIPtrunks, etc.). Network devices maybe
trusted or untrusted depending on the deployment model. In general, network devices such as
PSTN or SIP trunks are considered untrusted and must also traverse the SSM/SBC clusters. The
deployment model maydictate additional SSM licensing.
2.1.2.2 Application Server (AS)
The Application Server (AS) is shown in Figure 4 (previous page). The AS is a service delivery
platform responsible for the execution and management of enhanced personal and group services.
This servermaintains the user database and features assigned to those users. The AS functions
also include management of network traffic, handling of signaling interfaces, and logical execution
and management of services. The AS comprises a database, the ServiceOS™ abstraction layer,
and protocol stacks.
There aremultiple layers of service configuration for services delivered from the AS. Secure web
access is provided by the Clearspan XSP/Web Server, described in the XSP Server section, which
enables management, administration, provisioning, and configuration. The associated web portals
can be customized for different user groups, based on the services of those groups.
The Clearspan database maintains user and group profiles, as well as service and subscription
data. Updates and access are performed in real time. The ServiceOS manages the sessions,
which are the network connections associated with a user.
The Clearspan Open Client Interface (OCI) is the API used to manage the AS servers.
2.1.2.3 XSP/Web Server
Alongside the SSM, the XSP is the secure proxyfor web access to the Clearspan platform. The
XSP server is a hardened web server built upon Red Hat Linux and runs Apache Tomcat to
support http and https requests. System administrators deploy XSP servers to support system
web interfaces and additional external interfaces. The XSP Server supports the Web Interface
using HTTP(s) and the Clearspan Open Client Interface (OCI). This pooled resource is used for
many purposes, including:
User client interfaces
Web portal for feature control
Microsoft Lync integration
Simplified API for custom integration
User client interfaces include Assistant Toolbar, Clearspan Communicator soft client, Call center
agent and supervisor clients and receptionist clients. These clients will be discussed in detail in
later sections.
The web portal gives end users easyability to control their calling features. Through this portal,
users can turn on and turn off many key features including Clearspan Anywhere (a find me –follow
me service), Do Not Disturb, Remote Office and many more.
The simplified API (called XSI) runs on this server type and supports custom integration of call
control. This API is RESTful and uses http PUTs and GETs to interface to the platform.
The following figure shows the XSP server architecture.

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Figure 5. XSP Platform Interaction.
The XSP server is also used to support other client integration such as Microsoft Lync and IBM
Sametime.
2.1.2.4 Media Server (MS)
The Media Server (MS) enables enhanced services, such as Auto Attendants, Video Auto
Attendants, Meet-Me Conferencing, Multimedia Messaging, video advertisements in Call Center
queues, capture and play DTMF tones and other treatments to callers. The MS uses standard
interfaces with interconnections to the Application Server and end devices as shown in the
following figure.
Figure 6. MS Platform Interaction.
In the architecture, SIP and HTTP are used as standard protocols for communication between the
Application Server, Network Server, and the Media Servers. When a media service is required, the
Application Server sends a media request message to the MS using the SIP interface. Once the
MS has allocated the required resources, the Application Server directs the endpoint(s) in the call

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to the appropriate MS ports. The MS uses the RTP protocol to send and receive audio/video. The
HTTP interface is used to pull media files from a storage area.
Media Servers should be geographically distributed, which will minimize call latency and bandwidth
utilization.
Enterprise administrators can choose from multiple codecs that are supported on the Clearspan
Media Servers. Configurable classes of multimedia service can also be assigned to groups and
individual users, restricting callers to the codecs in their assigned set. Enterprise administrators can
opt for lower bit-rate codecs to increase the number of simultaneous calls that can be provided on
an access link to end users. The Media Server supports G.711, G.722 and G.729 codecs.
In addition, the Clearspan system can be configured to route calls differentlydepending on the
codecs theyuse, eliminating network elements that do not support included media, or prioritizing
network elements thatoffer better support for included media.
2.1.2.5 Network Server (NS)
The Clearspan Network Server (NS) enables system administrators to centrallymanage network-
related applications within their network. This includes public translations and routing capabilities
such as least-cost routing, as well as enterprise-focused network applications such as voice virtual
private networks (VPNs).
The Network Server allows construction of massive next-generation voice networks by assisting
with the scaling of IP telephonynetworks and offloading user-specific routing functions. The
Network Server also acts as a platform for network-based enterprise applications such as dial
plans, and supports passing of non-numerical characters like * and # to the network so theycan be
used to trigger functionalityin other networks.
The Network Server optimizes network resource utilization byproviding the capabilityto selectively
route calls to geographically dispersed resources, thus maximizing network bandwidth utilization.
For example, the Network Server can manage Media Servers as a single network-wide pool of
resources and at the same time, select an appropriate Media Server for the location of the
requesting user. The Network Server also performs a central role in supporting Clearspan
redundancy.
Provisioning new users can occur via synchronization of the group and user data between
Application Servers and Network Servers. The Network Server functions with the Application
Server as shown in the following figure.

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Figure 7. NS Platform Interaction.
The policy database provides routing and dialing policies, to manage access to enterprise network
services. It also maintains user location information to track where users are hosted within the
network. The policy database contains translation processing and a routing engine that is driven by
a flexible policy approach. Dialing plans, call typing, route selection, and network services
configuration are policy-driven and can be updated “on-the-fly.”
The ServiceOS manages the sessions, which are the network connections associated with a user
or network element.
2.1.2.6 Unified Messaging (UM) Server
The Unified Messaging (UM) server acts as a message store for voice messages stored as .wav
formatted attachments to emails. Received messages may be forwarded to the user’s email inbox
or played back through the Telephone User Interface (TUI) utilizing the voicemail portal. The
following figure shows the integration of the UM servers.

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Figure 8. UM Platform Interaction.
If a called party is unavailable, the calling party will be connected to the MS. The AS sends the
users voicemail prompt which is played to the calling party. The calling partymaytakeaction using
DTMF keys, which are decoded on the MS, or leave a voice message for the called party. Once
the message is captured and the calling party hangs up, the AS instructs the MS to send the
captured message as a .wav file attachment.
When voice messages are retrieved byusers through their telephone, the AS notifies the MS of a
count of how many voice messages are new and old, which is played to the user. Based on DTMF
actions bythe user, the stored voice messages are delivered to the MS from the UM and played
for the user as retrieved voice messages.
2.1.2.7 Profile Server (PS)
The Profile Server (PS) provides a central repository for configuration files for Clearspan
Communicator, and Meet-me conferencing recordings. The PS is not exposed to the untrusted
network; instead, external end-user web and client requests are front-ended bythe XSP server.
The following figure shows the architectural position of the PS.

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Figure 9. PS Platform Interaction.
2.1.2.8 Database Server (DBS)
The Database Server (DBS) acts as a centralized database for Clearspan where one Database
Server complex (physical database) can be shared bymultiple applications (logical database).
This server is deployed as a discreet server and integrates the Oracle 11g or later database. It
takes full advantage of the Oracle Carrier Grade Framework (CGF). This feature-richenvironment
is made of various components including Automatic Storage Management (ASM) and Data Guard.
It also provides many layers of high availability to prevent single points of failure. Both local and
geographic redundancy options are supported.
Aastra’s standard configuration is the single-instance mode with each server utilizing RAID 10 for
redundancy. The single instance mode consists of multiple servers, each with their own database
instance. Each server is using its local disks to store and retrieve database files. One of the servers
functions as the primary. This database is accessed by most applications. Other servers act as
standby servers maintained by the primaryserver as consistent copies. Those standby databases
can be used for data protection, reporting, and database software upgrades. Note that standby
databases can be both local and geographicallyremote.
The primaryfunction of the DBS is in support of call center reporting and enhanced call logs, both
optional features. The following figure shows the interfaces of the DBS.

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Figure 10. DBS Platform Interaction.
Referencing the figure, this example shows an application involving call center reporting. The call
center supervisor client requests, via http, a call center report. That request is serviced by the XSP
server, which messages the AS of the request. The AS has been filling the database, within the
DBS, with call center statistics via JDBC. The AS dispatches the PS to generate the report and
when complete, messages back through the server complex that the report is readyand displayed
on the supervisor client.
2.1.2.9 Element Management System (EMS)
The EMS is the Fault, Configuration, Accounting, Performance, and Security(FCAPS) platform for
Clearspan. As such, the EMShosts manyapplications to facilitate and support the FCAPS
functions, including:
Administration
Fault management
User management and provisioning
Administrator management and provisioning
Phone tools and provisioning
Reporting
CDR management
Performance and system monitoring
Phone configuration files
Manyof these functions are encapsulated within an Aastra tool called OpEasy, which will be
discussed in a later section. The EMS is deployed on discreet servers in a primary/secondary
redundant configuration with each Clearspan core.
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