Guide Conventions, Text elements | Talkswitch 24-CA, 48-CA/CVA

GUIDE CONVENTIONS

The TalkSwitch User Guide uses the following text elements and icons as visual aids, making the manual more accessible.

Text elements

Italic	Italicized text highlights configuration software fields
	located on the various software windows, as well as
	references to other sections of this guide or to other
	TalkSwitch documents.

Bold	Bolded text highlights configuration software menu
	selections located on the software top menu drop-down
	lists and on the left navigation section. Non-numbered
	paragraph headings are also bolded.

“Italic”	Italicized text in double quotes highlights TalkSwitch
	system voice prompts you hear from a telephone.

<Italic>	Italicized text in brackets highlights text you are asked
	to type.

Icons

	The Networked icon is used to mark sections with
	information pertaining to a setup where two or more
	TalkSwitch units are networked together on a LAN.

	The VoIP icon is used to mark sections with information
	pertaining to a setup where VoIP is being used.

	The IP extension icon is used to mark sections with
	information pertaining to the set-up and use of IP phones
	as local extensions.

	The Alert icon is used to mark sections that are
	important. They may contain warnings or cautions
	alerting the user to pay special attention.

X	T A L K S W I T C H US E R G U I D E • N O R T H A M E R I C A

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Talkswitch 24-CA, 48-CA/CVA manual Guide Conventions, Text elements

Contents

Release Copyright Information TA B L E O F CO N T E N T S Talkswitch Configuration Using Talkswitch Receiving calls without the auto attendant Call Detail Record CDR Logging Troubleshooting and Support WHAT’S in this GUIDE? What you should know Single unit installation Networked units installationVoIP installation Connecting devices Where to go for further information Finding the Information YOU Need Guide Conventions Text elements TA L K S W I T CH Installation Talkswitch Package Contents Configuration Software System Requirements Unit Front PanelLight State Description TalkSwitch 24-CA Unit Back Panel Connecting devices to the music jack on Information, see 1.8.4 Connecting to the PA publicConnection on page 9, 1.9 Networking TalkSwitch units on Information, see 1.8.2 Connecting local extension Installing the Configuration Software Installing the software for the first timeUpgrading the TalkSwitch software and firmware Installing a memory card on About TalkSwitch software version Check current version Click View System Information Download new software and firmware Initial Configuration File Update FirmwareUpdating the firmware Connect Talkswitch to a Network or a PC Ethernet connection USB Connection Ethernet connection Serial connection USB connection Internet connection Serial connection Internet connection File connection Click Connect Connecting Devices Restore Firmware buttonThings to consider when placing your TalkSwitch Wiring Connecting incoming telephone lines Connecting local extension telephones and other devices Connecting a regular single-line telephone Connecting a regular dual-line telephone Connecting regular multi-line phones Connecting an IP phoneAttach an internal or an external modem Connecting fax machines Option 1 Dedicated Fax LineOption 2 Distinctive Ring Here’s how the TalkSwitch handles incoming calls Option 3 Automatic fax detection via the auto attendant Networking Talkswitch Units on a LAN Connecting devices to the music jackConnecting to the PA public address jack Connecting TalkSwitch units to a LAN Ethernet switch Power up all the TalkSwitch units Setting or changing the unit ID How unit IDs affect system extension numbersKeys Result Keep track of the lines and extensions Unit ID Configuration settings Optimizing the system for networked useOutgoing line hunt groups Auto attendants Installing a Memory Card Memory card Upgrading Talkswitch Units Diagnostics for the lights flashing on the unit front panelWhat the Flashing Lights Mean Verifying the Connections System Configuration Configuration screen TalkSwitch Exit Closes the configuration softwareSettings File Menu Installed Tools MenuHelp Menu Usage Configuration navigation AboutSystem Information Configuration navigation Feature Description See 2.4.2 AutoSee 2.2.10 On-Hold See 2.5 Call Back/Call Administration Click the next to System Information AdministrationSystem Information Call Detail Record CDR Logging on To enter a new password To change the passwordTo delete a password IP Configuration Click the next to System Information -IP Configuration Automatic IP configuration Public WAN IP Address Current public WAN IP address Telephone Lines Public WAN IP address-checker server nameFully Qualified Domain Name Click System Information Telephone Lines Phone numbers section Way Calling/Conference Line hunt groups Calibrate Lines button Hunt group configuration Select System Information -Line Hunt Groups What is Automatic Route Selection ARS? What is Toll Restriction?Automatic Route Selection and Toll Restriction Planning Automatic Route Selection and Toll Restriction Information Auto Route Selection ARS leading digits Examples of leading digits Set local extension hunt group access Direct Line Access Emergency Service Numbers section Password ProtectionInformation Administration Telephone Line 3-Way Calling Services Restrict access to premium services Fax informationDedicated fax line Distinctive Ring fax detection Dedicated fax line Automatic fax detection with the auto attendantSelect System Information -Fax Information System Information Telephone Lines Fax information Distinctive ring fax detection Select System Information -Telephone Lines Automatic fax detection Click Fax InformationSelect Call Handling -Auto Attendant Local extensions Fax routing Configuring a local extension for use with a IP phone Select System Information -Local ExtensionsAdditional fields Caller ID Information section Last name/First name For VoIP calls, use this number Phone Type Supported by TalkSwitch Direct Line Access... button Hunt Group Access... button Remote extensionsSelect System Information -Remote Extensions Use Same Line Connect Remote extensions Forwarding calls to a remote extension Transferring calls from a remote extension Ring groups features Setting up extension ring groupsExtension ring groups Select System Information -Extension Ring Groups Different uses for extension ring groups Identify types of calls by different ring patterns On-Hold/Ringback External audio sourceForwarding calls to a ring group Select System Information On-Hold/Ringback Music port On-Hold Settings Internal audio file Set the volume for Music on Hold Transfer Settings Voicemail Mailbox options Voicemail notification Dialed notificationRemote Phone Notification Settings button Dialed Notification Configure Notification Options button Dial notification phone number usingIf attempt unsuccessful, try again Message waiting light Mail notificationClick on the Message Waiting Light tab Click on the E-mail Notification tab Mail notification tab To add an e-mail address Example of an e-mail notificationTo modify an e-mail address To remove an e-mail address Global Settings Select Voicemail Global Settings More e-mail settings Global Message Waiting Indicator Voicemail manager Reset Mailboxes button Mailbox data Call Handling ModesSelect Call Handling Modes To set holiday mode Click Settings Adding/configuring an auto attendant Auto attendant Configuring auto attendant Record, play or erase auto attendant messages Record Instructions button Load Auto Attendant button Erase Instructions button Select routing options for each auto attendant View Auto Attendant Time UsageTools Memory Usage Auto Attendant If the caller selects 0 then English, 2 for Spanish. In this example, you If a fax call is detected then Additional features at the auto attendant No selection was made at the auto attendantIf 6 is dialed If 7 is dialed Configure incoming calls during mode 1, 2 and holiday mode Select Call Handling -Telephone LinesSelect Business Hours Adjust Sequence... button Go to voice mailbox VoIP Numbers Play auto attendant or Go to voice mailbox Call Cascade Local extensionsSelect Call Handling Local Extensions Busy No Answer Answered Do Not Disturb Busy tab No Answer tab Answered tab Remote extensions Remote extension call cascade L K S W I T C H US E R G U I D E N O R T H a M E R I C a Extension ring groups call cascade Extension ring group call cascade Go to auto attendant Queue at ring group Hang up Go to VoIP location Call cascade examples If my extension is busyIf I am away from my desk Screening calls from a remote extension Call BACK/CALL Bridge If I don’t want to be disturbed only local extensionsTwo call back methods How it works Auto call back Select Call Back/Call Bridge Auto Call Back Use Announced Message Configuring auto call back Prompted call back Select Call Back/Call Bridge Prompted Call Back Accessing and using prompted call back from a telephone Call bridge Activating call bridge Options PermissionsTo add permissions for users Select Options Permissions Select the user and click Modify Audio Controls Line ControlsExtension Controls Transfer Options Transferring from a home phone Transfer and clear Remote transfer Miscellaneous Caller in queue reminderCall Back ring return If being used with another PBX PBX extension length Setting up TalkSwitch behind an existing PBX Troubleshooting Other options includeAuto Attendant Transfer Prompts SIP Server Registration Auto Attendant Adjustments Transmitted Flash lengthDouble Flash time Way Calling wait time Troubleshooting Advanced Auto Route SelectionDtmf Detection Minimum required time to detect a Dtmf digit Line CPC/Disconnect Clear Ringback ControlFax Detection VoIP Ports IP Signalling Port Starting RTP Port Receiving calls using the auto attendant I N G TA L K S W I T CH Office Making and Receiving Calls Using AN Analog Phone Receiving calls without the auto attendant Receiving calls at a local extension Place out-of-office calls from a local extensionRestrictions Placing calls on hold at a local extension Transferring calls from an extensionUnscreened transfer Place calls on hold Screened transfer Unscreened Transfer Parking and retrieving calls at a local extension Parking a callRetrieving a parked call at another local extension Screened Transfer Using call park with the paging option Queuing and retrieving callersQueuing calls to a single extension Using call waiting Queuing callers to an extension ring group Two local TalkSwitch extensions and one outside caller Conference callingTwo outside callers and one local extension Office Making and Receiving Calls Using AN IP Phone Making calls from a local IP extension IP phone Receiving calls at a local IP extension Hold and transfer Hold Transfer from a IP extension to any outside number Call park Parking and retrieving callers Parking a callerRetrieving a parked call Using the TalkSwitch call waiting feature Conference calling with TalkSwitchTwo TalkSwitch local extensions and one outside caller Making and Receiving Calls Using Voip Transferring calls on parallel-connected phones Modems and Telephone Line Access Three ways to forward calls Automatic call forwardingManual call forwarding Conditional call forwarding Transferring calls from a remote extension Screening options for forwarded callsForwarding calls with screening Calls over VoIP with IP phones and Gateways Making calls Using the Voicemail System Activating voicemail boxesReceiving calls Retrieving messages and accessing a voice mailbox Press Transfer or xfer Press 1 to listen to messages Press 2 to change greeting options Recording an announcement on a regular or an IP phone Press 3 to change personal optionsPress 4 to record your name for the dial-by-name directory Music on Hold Pager and cell phone notificationMusic on hold and call forwarding to remote extensions Mode Switching Options Manual mode switchingAutomatic mode switching using the time scheduler Using call bridge Bridge session, press # # before hanging up Using call back Activate call back Accepting the call back CA L L D E T a I L RE CO RD C D R LO G G I N G Enabling Call Detail Record CDR Logging Web interface Store to File on TalkSwitch File Save to TalkSwitchRetrieving Data Log in window Serial interface Real-time to Serial Port CDR web interface Connecting Click on Transfer Capture Text Analyzing the Data IP phone press * * , then dial * 88 + Account Number Example VO I P I N F O R M a T I O N Introduction to Voip Optimizing Your IP Network for Voip Broadband connectionRouter/NAT/firewall Connecting to a LAN and IP network Confirm sufficient network capacity for VoIP Confirm router/firewall path for voice data UDP Setting UP a Voip Network Connect TalkSwitch or SIP-compatible gatewaysPrioritize your voice traffic Ddns Support Select which TalkSwitch to use as the SIP network server Which location and unit should be the SIP server? Assign phone numbers to each VoIP location Voip Configuration Configure TalkSwitch IP addressesSet the TalkSwitch local IP address TalkSwitch System Configuration window, select Set the TalkSwitch public IP address Local IP configuration Configure TalkSwitch Profile TalkSwitch ProfileSelect System Information VoIP Configuration Proxy Server Name Registrar Server Name User Name and Password section User/Account PasswordVoIP lines available for use with the TalkSwitch network Outbound Proxy Maximum number of VoIP lines for outgoing calls Codec Options buttonView Registrar Entries button Service Provider profile View Registration Status button Service Provider Name Service Provider profile VoIP Lines Assign VoIP phone numbers System Information VoIP Numbers Configure call handling for VoIP numbers Call Handling VoIP Numbers Assign service provider phone numbers System Information -VoIP Numbers How does VoIP work? Does a VoIP call sound like a regular phone call?High-speed connections on both ends of the call What is SIP? Choose the right codec for your locationCan a firewall prevent VoIP calls from passing through? Format Type Unit What is a VPN? Can a VPN help to carry data securely over the Internet? What is NAT and how does it affect VoIP? What is a IP Proxy and Registrar? How often will my public IP address change? What is a port number? Voip Network Administration Form Troubleshooting Problems that may occur during configurationAm not able to retrieve settings from TalkSwitch Am unable to configure TalkSwitch using a touchtone phone Problems that may occur while using the TalkSwitch features Auto attendant does not play when calls comeAuto attendant Auto attendant message is broken up or very faint Callers hear only silence when put on hold at an extension Music on holdCall routing with local extensions and home phones Auto attendant is transferring calls to the wrong extension Other possible local extension problems Answering and fax machines’m unable to place intercom calls from a local extension Multiple TalkSwitch units connected to the same LAN Calls across the LAN are lower in volume Calls are not always reaching my voicemail Support Callers complain the sound is distorted or choppy L K S W I T C H US E R G U I D E N O R T H a M E RI CA About functions and commands Extension numbers UnitOther 3-digit numbers Flash/Hold at Flash/Hold There are 10 parking spots for the entire system 510 500-509For last call Functions you can access from outside phones Keys Function performed300-309 3, 4 P E N D I X B L K S W I T C H U S E R G U I D E N O R T H a M E R I C a When would you use double-flash? Call Hold and FlashWhat does single and double-flash do? Page TalkSwitch settings and configurations Calling featuresMode scheduling and power interruptions Page Safety precautions F E T Y a N D RE G U L a T O R Y I N F O R M a T I O N Important Notices FCC and IC Warnings FCC Part Acta TIA/EIA/IS-968A, FCC Part 68 and IC CS-03 Service P E N D I X E Warranty Service DOC Compliance If purchased from TalkSwitch If purchased from a resellerCanadian Goods Being Returned to Canada Page Specification S System 24-CA 48-CA 48-CVA Dimensions H x W x L Weight 24-CA 48-CAAnalog extension interface Analog trunks CO P Y R I G H T a N D L I CE N S I N G N O T I CE S L K S W I T C H U S E R G U I D E N O R T H a M E R I C a P E N D I X G Page Basic residential phone wiring Looped wiring M E / O F F I CE W I R I N G G U I D E Single-line wiring Dual-line wiringDemarcation Point Disadvantages Using a dual-line phone jack Connecting to TalkSwitch rear panel Re-wiring demarcation point Adding extension block Connecting to TalkSwitch From demarcation point L K S W I T C H U S E R G U I D E N O R T H a M E R I C a Star/asterisk sign # Number/pound signWay calling/conference call Call back Connector Centrex/PlexarCOM port Communications software Distinctive ring DriverDual-line telephone Extension Keypad commands IconIntercom Interface Line 1, 2, 3, or Link buttonLocal extension Modem Prompt Registered jacksRemote extension RJ-11 SIP server Serial portTerminal adapter UPnPPage D E L K S W I T C H U S E R G U I D E N O R T H a M E R I C a D E