Talkswitch 48-CA-CVA, 24-CA User Manual
ANSWERS WITH INTELLIGENCE
®
TALKSWITCH USER GUIDE
TALKSWITCH 24-CA
TALKSWITCH 48-CA/CVA
RELEASE 4.0
CT.TS005.001102
For use in
North America
Copyright Information
TalkSwitch Copyright 2006 — All Rights Reserved.
TalkSwitch is a division of Centrepoint Technologies Inc.
TalkSwitch and Appello® are registered trademarks of Centrepoint
Technologies Inc.
Reproduction, adaptation or translation without prior written permission
is prohibited, except as allowed under the copyright laws.
Information in this user guide is subject to change without notice and
does not represent any commitment on the part of TalkSwitch. No part of
this user guide may be reproduced or transmitted in any form or by any
means, electronic or mechanical, including photocopying, recording, or
information storage and retrieval systems, or translated to another
language, for any purpose other than the licensee’s personal use and, as
specifically allowed in the licensing agreement, without the express
written permission of TalkSwitch.
First Edition, November 2006
CT.TS005.001102
TABLE OF CONTENTS
PREFACE
What’s in this guide? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . VII
What you should know . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . VII
Single unit installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . VIII
Networked units installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . VIII
VoIP installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . VIII
Connecting devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . VIII
Finding the information you need . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IX
Using the table of contents and the index . . . . . . . . . . . . . . . . . . . . . . IX
Navigating with cross-references . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IX
Where to go for further information . . . . . . . . . . . . . . . . . . . . . . . . . . . IX
Guide conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
CHAPTER 1: TALKSWITCH INSTALLATION
1.1 TalkSwitch package contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
1.2 Configuration software system requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . 2
1.3 Unit front panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
1.4 Unit back panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
1.5 Installing the configuration software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.5.1 Installing the software for the first time. . . . . . . . . . . . . . . . . . . . . . . . . 5
1.5.2 Upgrading the TalkSwitch software and firmware. . . . . . . . . . . . . . . . . 5
1.6 Initial configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
1.7 Connect TalkSwitch to a network or a PC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
1.7.1 Ethernet connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
1.7.2 USB Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
1.7.3 Serial connection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
1.7.4 Internet connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
1.7.5 File connection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
1.8 Connecting devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
TABL E OF CONTE NTS I
1.8.1 Connecting incoming telephone lines . . . . . . . . . . . . . . . . . . . . . . . . . 16
1.8.2 Connecting local extension telephones and other devices . . . . . . . . . 16
1.8.2.1 Connecting a regular single-line telephone . . . . . . . . . . . . . . 17
1.8.2.2 Connecting a regular dual-line telephone . . . . . . . . . . . . . . . 17
1.8.2.3 Connecting regular multi-line phones . . . . . . . . . . . . . . . . . . 18
1.8.2.4 Connecting an IP phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
1.8.2.5 Attach an internal or an external modem. . . . . . . . . . . . . . . . 18
1.8.2.6 Connecting fax machines . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
1.8.3 Connecting devices to the music jack . . . . . . . . . . . . . . . . . . . . . . . . . . 21
1.8.4 Connecting to the PA (public address) jack . . . . . . . . . . . . . . . . . . . . . 21
1.9 Networking TalkSwitch units on a LAN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
1.9.1 Connecting TalkSwitch units to a LAN. . . . . . . . . . . . . . . . . . . . . . . . . . 21
1.9.1.1 Ethernet switch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
1.9.2 Power up all the TalkSwitch units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
1.9.3 Setting or changing the unit ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
1.9.4 How unit IDs affect system extension numbers . . . . . . . . . . . . . . . . . . 23
1.9.5 Keep track of the lines and extensions . . . . . . . . . . . . . . . . . . . . . . . . . 24
1.9.6 Optimizing the system for networked use . . . . . . . . . . . . . . . . . . . . . . 25
1.10 Installing a memory card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
1.11 Upgrading TalkSwitch Units . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
1.12 What the flashing lights mean . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
1.13 Verifying the connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
CHAPTER 2: TALKSWITCH CONFIGURATION
2.1 System Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
2.1.1 The configuration screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
2.1.1.1 File Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
2.1.1.2 View Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
2.1.1.3 Tools Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
2.1.1.4 Help Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
2.1.1.5 Configuration navigation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
2.1.2 Special considerations when connecting multiple units to a LAN . . 33
2.2 System Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
2.2.1 Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
2.2.2 IP Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
2.2.3 Telephone Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
2.2.4 Line hunt groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
2.2.5 Automatic Route Selection and Toll Restriction . . . . . . . . . . . . . . . . . . 44
2.2.6 Fax information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
2.2.6.1 Dedicated fax line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
2.2.6.2 Distinctive ring fax detection . . . . . . . . . . . . . . . . . . . . . . . . . 52
2.2.6.3 Automatic fax detection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
2.2.7 Local extensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
2.2.8 Remote extensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
II TABLE OF CONTENTS
2.2.9 Extension ring groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
2.2.10 On-Hold/Ringback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63
2.2.10.1External audio source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
2.2.10.2Internal audio file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
2.3 Voicemail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
2.3.1 Mailbox options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
2.3.2 Voicemail notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
2.3.2.1 Dialed notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
2.3.2.2 Message waiting light . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
2.3.2.3 E-mail notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
2.3.3 Global Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
2.3.3.1 Voicemail manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
2.4 Call Handling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
2.4.1 Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
2.4.2 Auto attendant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
2.4.2.1 Adding/configuring an auto attendant . . . . . . . . . . . . . . . . 80
2.4.2.2 Record, play or erase auto attendant messages . . . . . . . . . 82
2.4.2.3 Select routing options for each auto attendant . . . . . . . . . . 84
2.4.2.4 Automatic fax detection . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
2.4.2.5 No selection was made at the auto attendant . . . . . . . . . . . 86
2.4.2.6 Additional features at the auto attendant . . . . . . . . . . . . . . 86
2.4.3 Telephone Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
2.4.4 VoIP Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89
2.4.5 Call Cascade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
2.4.5.1 Local extensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
2.4.5.2 Remote extensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
2.4.5.3 Extension ring groups call cascade . . . . . . . . . . . . . . . . . . 95
2.4.5.4 Call cascade examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
2.5 Call Back/Call Bridge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .98
2.5.1 Auto call back . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
2.5.2 Prompted call back. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102
2.5.3 Call bridge. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103
2.6 Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105
2.6.1 Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105
2.6.2 Audio Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .107
2.6.3 Transfer Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .108
2.6.4 Miscellaneous. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
2.6.5 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
2.6.5.1 Troubleshooting — Advanced . . . . . . . . . . . . . . . . . . . . . . . 114
CHAPTER 3: USING TALKSWITCH
3.1 In the Office — Receiving calls with or without the auto attendant . . . . . . . 117
3.1.1 Receiving calls using the auto attendant . . . . . . . . . . . . . . . . . . . . . .117
TABLE OF CONTENTS III
3.1.2 Receiving calls without the auto attendant . . . . . . . . . . . . . . . . . . . . 118
3.2 In the Office — Making and receiving calls using an analog phone. . . . . . . . 118
3.2.1 Making calls from a local extension without direct line access. . . . . 118
3.2.2 Receiving calls at a local extension . . . . . . . . . . . . . . . . . . . . . . . . . .119
3.2.3 Placing calls on hold at a local extension . . . . . . . . . . . . . . . . . . . . . .120
3.2.4 Transferring calls from an extension . . . . . . . . . . . . . . . . . . . . . . . . . 120
3.2.4.1 Unscreened transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
3.2.4.2 Screened transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
3.2.5 Transferring calls from a local extension to an external phone. . . . . 121
3.2.6 Parking and retrieving calls at a local extension . . . . . . . . . . . . . . . . 122
3.2.6.1 Parking a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
3.2.6.2 Retrieving a parked call at another local extension . . . . . . 122
3.2.6.3 Using call park with the paging option . . . . . . . . . . . . . . . . 123
3.2.7 Queuing and retrieving callers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
3.2.7.1 Queuing calls to a single extension . . . . . . . . . . . . . . . . . . 123
3.2.7.2 Queuing callers to an extension ring group . . . . . . . . . . . . 124
3.2.8 Using call waiting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .124
3.2.9 Conference calling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
3.2.9.1 Two local TalkSwitch extensions and one outside caller. . 125
3.2.9.2 Two outside callers and one local extension . . . . . . . . . . . 125
3.3 In the Office — Making and receiving calls using an IP phone . . . . . . . . . . . . 126
3.3.1 Making calls from a local IP extension (IP phone) . . . . . . . . . . . . . . . 126
3.3.2 Receiving calls at a local IP extension. . . . . . . . . . . . . . . . . . . . . . . . . 127
3.3.3 Hold and transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
3.3.3.1 Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
3.3.3.2 Unscreened transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
3.3.3.3 Screened transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
3.3.3.4 Transfer from a IP extension to any outside number . . . . . 129
3.3.4 Call park — Parking and retrieving callers . . . . . . . . . . . . . . . . . . . . .130
3.3.4.1 Parking a caller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
3.3.4.2 Retrieving a parked call . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
3.3.4.3 Using call park with the paging option . . . . . . . . . . . . . . . . 130
3.3.5 Queuing and retrieving callers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
3.3.6 Using the TalkSwitch call waiting feature . . . . . . . . . . . . . . . . . . . . . .131
3.3.7 Conference calling with TalkSwitch . . . . . . . . . . . . . . . . . . . . . . . . . . 131
3.3.7.1 Two TalkSwitch local extensions and one outside caller. . 131
3.3.7.2 Two outside callers and one local extension . . . . . . . . . . . 132
3.4 Making and receiving calls using VoIP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
3.5 Using regular or IP phones connected in parallel to TalkSwitch . . . . . . . . . . 133
3.6 Modems and telephone line access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
3.7 Out of the Office — Receiving calls with call forwarding (analog and IP) . . . .135
3.7.1 Three ways to forward calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
3.7.2 Transferring calls from a remote extension . . . . . . . . . . . . . . . . . . . . 136
3.7.3 Screening options for forwarded calls . . . . . . . . . . . . . . . . . . . . . . . . 136
IV TABLE OF CONTENTS
3.7.4 Calls over VoIP with IP phones and Gateways . . . . . . . . . . . . . . . . . . 137
3.8 Using the voicemail system . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
3.8.1 Activating voicemail boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
3.8.2 Retrieving messages and accessing a voice mailbox. . . . . . . . . . . . . 139
3.8.3 Recording an announcement on a regular or an IP phone. . . . . . . . . 141
3.8.4 Pager and cell phone notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
3.9 Music on hold. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
3.10 Mode switching options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
3.11 Out of the Office — Making calls with call Back and call bridge . . . . . . . . . . 144
3.11.1 Using call bridge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
3.11.2 Using call back. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
CHAPTER 4: CALL DETAIL RECORD (CDR) LOGGING
4.1 Enabling call detail record (CDR) logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
4.2 Retrieving data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
4.2.1 Web interface — Store to File on TalkSwitch . . . . . . . . . . . . . . . . . . . 148
4.2.2 Serial interface — Real-time to Serial Port . . . . . . . . . . . . . . . . . . . . 150
4.3 Analyzing the data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
CHAPTER 5: VOIP INFORMATION
5.1 Introduction to VoIP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
5.2 Optimizing Your IP Network for VoIP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
5.2.1 The broadband connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
5.2.2 The router/NAT/firewall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
5.2.3 Connecting to a LAN and IP network. . . . . . . . . . . . . . . . . . . . . . . . . . 157
5.2.3.1 Confirm sufficient network capacity for VoIP . . . . . . . . . . . . 157
5.2.3.2 Confirm router/firewall path for voice data . . . . . . . . . . . . . 158
5.3 Setting up a VoIP network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
5.3.1 Connect TalkSwitch or SIP-compatible gateways. . . . . . . . . . . . . . . . 159
5.3.2 Select which TalkSwitch to use as the SIP network server . . . . . . . . 160
5.3.2.1 Which location and unit should be the SIP server? . . . . . . . 160
5.3.3 Assign phone numbers to each VoIP location . . . . . . . . . . . . . . . . . . 161
5.4 VoIP Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
5.4.1 Configure TalkSwitch IP addresses. . . . . . . . . . . . . . . . . . . . . . . . . . . 162
5.4.1.1 Set the TalkSwitch local IP address . . . . . . . . . . . . . . . . . . . 162
5.4.1.2 Set the TalkSwitch public IP address . . . . . . . . . . . . . . . . . . 163
5.4.2 Configure TalkSwitch Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
5.4.2.1 TalkSwitch Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
5.4.2.2 Service Provider profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
5.4.3 VoIP Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
5.4.3.1 Assign VoIP phone numbers . . . . . . . . . . . . . . . . . . . . . . . . . 171
5.4.3.2 Configure call handling for VoIP numbers . . . . . . . . . . . . . . 172
5.4.3.3 Assign service provider phone numbers . . . . . . . . . . . . . . . 173
TABLE OF CONTENTS V
5.5 FAQ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
5.6 VoIP network administration form. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180
CHAPTER 6: TROUBLESHOOTING AND SUPPORT
6.1 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
6.1.1 Problems that may occur during configuration. . . . . . . . . . . . . . . . . . 181
6.1.2 Problems that may occur while using the TalkSwitch features . . . . . 182
6.1.2.1 The auto attendant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
6.1.2.2 Music on hold. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
6.1.2.3 Call routing with local extensions and home phones . . . . 183
6.1.2.4 Answering and fax machines . . . . . . . . . . . . . . . . . . . . . . . 184
6.1.2.5 Other possible local extension problems. . . . . . . . . . . . . . 184
6.1.2.6 Multiple TalkSwitch units connected to the same LAN . . . 185
6.2 Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
APPENDICES
Appendix A: Functions and Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
Appendix B: TalkSwitch and Telephone Company Calling Services . . . . . . . . . . . 193
Appendix C: TalkSwitch and Power Interruptions . . . . . . . . . . . . . . . . . . . . . . . . . 197
Appendix D: Safety and Regulatory Information . . . . . . . . . . . . . . . . . . . . . . . . . .199
Appendix E: TalkSwitch One-Year Warranty and Return Policy . . . . . . . . . . . . . . 203
Appendix F: Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Appendix G: Copyright and Licensing Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
Appendix H: Home/Office Wiring Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
GLOSSARY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221
INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229
VI TABLE OF CONTENTS
PREFACE
WHAT’S IN THIS GUIDE?
The TalkSwitch User Guide contains all the information you need, whether
you are installing a single TalkSwitch unit or multiple VoIP enabled units. It
is intended to be a complete reference accompanying the TalkSwitch Start
Guide that ships with every TalkSwitch unit.
This preface contains important information to help you maximize your
installation effort and to get the most out of the features and the flexibility
of your TalkSwitch system. We strive to make your experience with
installation and configuration the most rewarding possible.
We would ask you to read important information concerning power
interruptions and safety precautions contained in the appendices in order to
ensure your TalkSwitch equipment is set up in the safest way possible while
avoiding equipment damage.
What you should know
While TalkSwitch is customer installable, certain skills are required if you
need to route cables or to configure a network. The following points will help
you determine the required skills:
• Configuring the TalkSwitch system using the configuration software can
be performed by anyone with basic computer skills once the system is
physically installed with proper networking equipment configurations (if
two or more units are networked on a LAN).
• While most buildings are wired to accommodate TalkSwitch system setup,
the need to route telephone and/or network cabling can occur
occasionally. If your organization does not have someone with this skill
set, we recommend the use of an outside telephony system technician.
• Connecting TalkSwitch to network equipment such as routers, switches or
hubs with a connection to the Internet, as well as configuring firewalls,
computers and TalkSwitch for networked use internally and with
Internet. If your organization does not have someone with this IT skill
set, we recommend the use of an outside IT technician.
PREFACE VII
If you are installing a single, non-VoIP, TalkSwitch unit, anyone with basic
computer skills can use the TalkSwitch Start Guide and this user guide to
perform a full installation and configuration.
TalkSwitch system installations can be categorized into some general
configurations, such as single unit installation, networked units installation,
VoIP or non-VoIP installation, etc. This section helps you determine your
best possible plan of action using this guide, according to your installation
type. While not every possible installation scenario is detailed below,
determine which one better fits your situation and use its guidelines as a
starting point. Chapter 6: Troubleshooting and Support on page 181 provides
solutions for common problems and the index at the back is a means to
quickly navigate to specific areas.
Single unit installation
When installing a single, non-VoIP TalkSwitch unit, you can skip the sections
marked with the Networked and VoIP icons.
Networked units installation
When installing networked TalkSwitch units, you require the sections marked
with the Networked icon.
VoIP installation
When installing a VoIP enabled unit, you require the sections marked with
the VoIP icon. Chapter 5: VoIP Information on page 155 provides an
additional resource.
Connecting devices
When connecting phones and other devices to your TalkSwitch unit(s),
1.7 Connect TalkSwitch to a network or a PC on page 9 provides the
information you need.
VIII TA L K S W I T C H USER GUIDE • NORTH AMERICA
FINDING THE INFORMATION YOU NEED
The following user guide functionality helps you find the information you
need quickly and enables you to skip the information you don’t need. This
will make your experience with this user guide and your TalkSwitch system
installation and configuration much more efficient.
Using the table of contents and the index
The table of contents at the front of this user guide contains all of the
section headings and page numbers throughout the manual. The index at the
back of the user guide contains a keyword reference with page numbers. If
you are using this guide online in PDF format, the headings and keywords
will contain hyperlinks, allowing you to quickly navigate to the sections you
need.
Navigating with cross-references
Cross-references are contained throughout the user guide in order to help
you access related information and illustrations quickly. As with the
headings and keywords located in the table of contents and index, these
cross-references contain hyperlinks, allowing you to quickly navigate to the
sections you need.
Where to go for further information
The guides listed below and other guides can be found on the TalkSwitch
software CD, in the TalkSwitch folder in the Windows Start menu once the
software has been installed, and in the support section of our website at
www.talkswitch.com/support.
• For basic installation and configuration instructions, refer to the
TalkSwitch Start Guide that ships with every TalkSwitch unit.
• For information on setting up a TalkSwitch 48-CVA system to use VoIP,
refer to the TalkSwitch VoIP Network Configuration Guide.
PREFACE IX
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 TA L K S W I T C H USER GUIDE • NORTH AMERICA
CHAPTER 1
Chapter 1: TalkSwitch Installation
TALKSWITCH INSTALLATION
1.1 TALKSWITCH PACKAGE CONTENTS
CA/CVA unit packages contain the following items:
Item 24-CA 48-CA 48-CVA
TalkSwitch unit 1 1 1
AC power adapter
Warning: never use any power adapter other
than the one provided.
USB cable 1
6 foot Ethernet cable 1 1
6 foot telephone cables 2 4 4
Software and documentation CD 1 1 1
Quick Reference Cards 1 1 1
TalkSwitch Start Guide 1 1 1
TalkSwitch VoIP Network Configuration Guide 1
111
Warranty card 111
If any of these items are missing, please contact your TalkSwitch dealer.
Warning: If TalkSwitch has been exposed to low temperatures prior to
installation, wait until the system has reached room temperature before
connecting the power cord to avoid condensation.
TALKSWITCH INSTALLATION 1
1.2 CONFIGURATION SOFTWARE SYSTEM REQUIREMENTS
• PC running Windows XP/2000
• 160 MB free hard disk space
• 256 MB RAM
• USB port or Serial port (for 24 models)
• Ethernet port (for 48 models)
• Minimum 800 x 600 minimum video resolution
1.3 UNIT FRONT PANEL
The front panel consists of a power button and five lights indicating the usage
of the lines with different states of illumination.
Figure 1: Front panel lights
Light State Description
Line 1/Line 2 on Line 1/Line 2 is currently in use.
flickering Line 1/Line 2 is ringing.
pulsing slowly Line 1/Line 2 caller is on hold.
quick pulse Line 1/Line 2 is engaged by a device that
is sharing the line with TalkSwitch.
Power/Data on TalkSwitch is powered on.
flickering The PC connected (via Serial or USB) to
TalkSwitch is either sending or retrieving
information from TalkSwitch.
pulsing slowly Global Message Waiting Indicator
(configurable).
2 TA L K S W I TCH USER GUIDE • NORTH AMERICA
Line 3/Line 4 on Line 3/Line 4 is currently in use.
pulsing slowly Line 3/Line 4 caller is on hold.
flickering Line 3/Line 4 is ringing.
quick pulse Line 3/Line 4 is engaged by a device that
is sharing the line with TalkSwitch.
Line 3 and Line 4 lights apply to TalkSwitch models with four incoming
lines only. For more details on line light error codes, see 1.12 What the
flashing lights mean on page 27.
1.4 UNIT BACK PANEL
Figure 2: TalkSwitch 24-CA
Figure 3: TalkSwitch 48-CA/CVA
The PF box between E4 and L1/L2 represents power failure support. In the
event of a power failure or loss of power to TalkSwitch, extension 114 is
able to receive and make calls on Line 1.
TALKSWITCH INSTALLATION 3
Connectors Purpose
MUSIC The music connector is a 1/8" (3.5mm) phono jack used
as an audio input for the music on hold feature. Mono
cables are recommended. For more information, see 1.8.3
Connecting devices to the music jack on page 21.
PA The PA (public address) connector is a 1/8" (3.5mm)
phono jack used as an audio output for the external
paging feature. Mono cables are recommended. For more
information, see 1.8.4 Connecting to the PA (public
address) jack on page 21.
LAN The LAN connector is an RJ-45 port used for unit
configuration via the PC, unit LAN networking, and VoIP
capability. For more information, see 1.7.1 Ethernet
connection on page 9, 1.9 Networking TalkSwitch units on
a LAN on page 21 and Chapter 5: VoIP Information
starting on page 155.
There are 3 green LEDs on the right of the LAN port. The
top LED indicates network synchronization (connection),
the middle LED indicates data Rx (receiving data) and the
bottom LED indicates data Tx (transmitting data).
E1-E4
E5-E8
The extension connectors are RJ-11 ports used for
connecting phones and other analog devices. For more
information, see 1.8.2 Connecting local extension
telephones and other devices on page 16.
L1-L2
L3-L4
The line connectors are RJ-11 ports used for connecting
incoming phone lines. For more information, see
1.8.1 Connecting incoming telephone lines on page 16.
Plug in your RJ-11 telephone lines, beginning with L1. If
you have two lines out of one phone jack, you will
require a dual-to-two-single-line adapter or replace the
two-line cord with two single-line cords. Note that L3
and L4 do not exist on units with only two incoming line
connectors.
Use a surge protector if you live in an area prone to
lightning strikes.
USB The USB connector is a standard USB port used for
connecting to a PC for unit configuration. For more
information, see 1.7.2 USB Connection on page 10.
SERIAL The serial connector is a RS-232 port used for
configuration via the PC. For more information, see
1.7.3 Serial connection on page 11.
4 TA L K S W I TCH USER GUIDE • NORTH AMERICA
MEMORY SLOT The memory card slot is a socket used with TalkSwitch
memory cards. For more information, see
1.10 Installing a memory card on page 26.
POWER The power connector is a receptacle rated at 16 VAC/1.5A
for connecting the supplied AC adapter input line.
1.5 INSTALLING THE CONFIGURATION SOFTWARE
1.5.1 Installing the software for the first time
If your TalkSwitch is already connected with a USB cable, disconnect the
unit before you install/upgrade the software. Reconnect the USB cable to
TalkSwitch after the configuration software is installed.
1. Turn on your computer and insert the TalkSwitch CD into your CD drive.
The install program starts automatically.
2. Click NEXT and follow the instructions.
If you prefer to use Windows Explorer or if the install process does not
launch automatically:
1. Double-click the My Computer icon.
2. Double-click the CD-ROM/DVD drive.
3. Double-click the Startscreen.exe icon and follow the instructions. After
you click the Finish button, you will see the TalkSwitch icon on your
desktop. This means that you have successfully installed the
configuration software.
The latest version of the TalkSwitch software can also be downloaded from
the TalkSwitch website www.talkswitch.com/support.
1.5.2 Upgrading the TalkSwitch software and firmware
We are continually looking for ways to enhance your communications
capabilities. When new features are added, we provide our users with
immediate access to an update directly from Window’s Start menu.
1. Start -> Programs -> TalkSwitch 4.00 -> TalkSwitch Auto Update.
2. If your configuration software is due for an update, a dialog box informs
you of the status of your software version. See Figure 3. If you need an
update, you have the option to download the update. The update file is
stored in C:\Program Files\TalkSwitch\TalkSwitch Configuration 4.00.
TALKSWITCH INSTALLATION 5
3. After the update is downloaded, click Yes in the dialog box to install the
update. See Figure 3. You can install the update later from the folder
C:\Program Files\TalkSwitch\TalkSwitch Configuration 4.00.
The TalkSwitch configuration software must be closed in order to install
the update.
Figure 4: Check for updates
Alternatively, you can check the vesions you are running once the system is
connected by following the three steps below.
Step 1 — Check current version
To identify the appropriate update file, you must determine your TalkSwitch
software and firmware versions. To find your TalkSwitch software version
number, click Help -> About TalkSwitch Configuration Utility...
Figure 5: About TalkSwitch software version
6 TA L K S W I TCH USER GUIDE • NORTH AMERICA
Write down the software number. Go to the TalkSwitch website at
www.talkswitch.com/support. The instructions help you select and
download the appropriate upgrade.
The instructions on our website take precedence over any instructions in
this user guide.
The TalkSwitch firmware version number of each unit is listed in the
System Information window.
1. Open the TalkSwitch configuration software if not already open.
Click About TalkSwitch.
2. Click View System Information.
Networked units have to run the same firmware version to operate properly
on the same LAN. Use this window to confirm that all the units have
matching firmware versions.
Figure 6: TalkSwitch firmware version
Step 2 — Download new software and firmware
When you double-click on the appropriate version for downloading, a
dialogue box displays, asks you to enter a file name and select a folder for
the download. We suggest leaving the file name as it is (e.g. TSC400050.exe)
and saving it to your PC in C:\Program Files\TalkSwitch\TalkSwitch
Configuration 4.00. Once the download is complete, begin your upgrade by
double-clicking on the install file or using the Run option on your Windows
Start menu. A series of windows will guide you through the installation
process.
This process updates your configuration software to a newer version. You
still need to update the firmware to take advantage of new features. The
new firmware file is placed in the TalkSwitch directory after running the
install program.
TALKSWITCH INSTALLATION 7
Step 3 — Updating the firmware
The last step is to update the firmware. Make sure your TalkSwitch is
connected to your PC.
1. Open the configuration software.
2. File -> Update Firmware.
The update time varies depending on the connection type, how many files
are needed and how many units are updated. On average the process takes
between 1 and 5 minutes. The LED lights on the TalkSwitch front panel show
diagnostic indicators for the update. See 1.12 What the flashing lights mean
on page 27. When the update is completed, you are prompted to reboot
TalkSwitch. In the dialog box, click the Proceed button.
Should the firmware update fail, please repeat the update process above. If
the problem persists, contact your reseller or TalkSwitch.
Most firmware updates do not alter your system configuration. In certain
circumstances, during a major system update, the configuration file may get
reset to default values.
When you configure a unit for the first time and every time you modify the
configuration, we recommend that you save your configuration file to your
PC and preferably to removable media (3.5" Floppy, CD-ROM disc or Flash
stick) as a back-up. This avoids having to reconfigure the entire system in
case of a hardware failure.
The LastSavedConfig4.00 in C:\Program Files\TalkSwitch\TalkSwitch
Configuration\ is accessed when you save and retrieve the configuration
software. For more information, see 2.1.1.1 File Menu on page 30.
If you have to replace your computer, please download the latest install
file from our website and follow steps 2 and 3 above. Run the install
program. In case of a major system update, copy the back-up of your
configuration file to C:\Program Files\TalkSwitch\TalkSwitch
Configuration.
1.6 INITIAL CONFIGURATION
Once your software is installed and your TalkSwitch is connected directly to
a PC or via a switch/hub to the LAN, you can customize the TalkSwitch
system with the TalkSwitch configuration software.
8 TA L K S W I TCH USER GUIDE • NORTH AMERICA
If you connect TalkSwitch to your phone system, it will do the following:
• An incoming call on any line will ring all analog local extensions.
• A receptionist can manually transfer calls to local extensions or
voicemail.
• Every local extension will have a voice mailbox.
• Analog extension 114 (E4) will still operate during a power failure.
Recommendation: To minimize the disruption time of your telephone
lines during the system setup, we recommend that you configure the
unit before you connect all your phones and lines to TalkSwitch. For
more information, see Chapter 2: TalkSwitch Configuration starting on
page 29.
1.7 CONNECT TALKSWITCH TO A NETWORK OR A PC
Connect the AC adapter provided with TalkSwitch from an electrical outlet
to the TalkSwitch unit. Never use a power adapter other than the one that
came in the TalkSwitch package.
To configure the TalkSwitch settings, connect the unit to the PC with the
configuration software installed.
There are five connection methods.
1.7.1 Ethernet connection
An Ethernet cable is supplied with specific unit
models. This connection requires a LAN and a PC
on the same switch. Any PC on the LAN can
configure the unit.
Sharing computer data and TalkSwitch voice data, on the same hub can
cause voice degradation during high traffic periods. For best results,
place TalkSwitch units on a switch, or on their own hub.
Figure 7: LAN connection
TALKSWITCH INSTALLATION 9
1. Connect TalkSwitch to your hub or switch using the supplied Ethernet
cable and connect your PC to the hub or switch using another standard
Ethernet (CAT 5) cable with RJ45 connectors.
2. If not already turned on, press the Power button on the front of your
TalkSwitch and turn on your computer.
3. Double-click the TalkSwitch icon on your desktop to open the
configuration software. If the software was unable to detect your
TalkSwitch automatically, a dialog box opens requesting you to select the
connection type.
4. Select Ethernet and the adapter you wish to use from the drop-down list
and click Connect...
Figure 8: Ethernet connection
5. Once connection has been established, the TalkSwitch System
Configuration window opens. See Figure 30 on page 29.
A PC can connect directly to the TalkSwitch LAN port using a ‘cross-over’
cable equipped with RJ-45 connectors.
If you encounter difficulties opening the TalkSwitch configuration
software, check that all your wires and plugs are securely connected.
1.7.2 USB Connection
A USB cable is supplied with specific models. The
PC and TalkSwitch unit must be in close proximity.
1. Connect the cable to a USB port on your PC and to the USB port on the
back of TalkSwitch.
2. If not already turned on, press the Power button on the front of your
TalkSwitch and turn on your computer.
10 TA L K S W I TCH USER GUIDE • NORTH AMERICA
3. Double-click the TalkSwitch icon on your desktop to open the
configuration software. The dialog box in Figure 8 is displayed.
4. Select USB from the drop-down list and click Connect... A progress bar
indicates that the configuration is being retrieved. When this process is
completed, the TalkSwitch System Configuration window opens.
See Figure 30 on page 29
Figure 9: USB connection
1.7.3 Serial connection
Serial connectivity is an option if you do not have a
free USB port. The TalkSwitch package does not
include a Serial cable. The PC and TalkSwitch unit
must be in close proximity.
1. Connect the cable to the Serial port on your PC and to the Serial port on
the back of TalkSwitch.
Make sure that no other communication programs are running at the
same time as the configuration software.
Examples: Palm Pilot, Hot Sync, TalkWorks, Digital Camera, UPS Tracking
software, etc. These programs tend to occupy the COM ports, preventing
other programs from using them.
Look in your system tray for programs using your
COM ports. Rolling your mouse cursor over each
Hot Sync
icon will also indicate the name of the associated
program.
2. Press the Power button on the front of your TalkSwitch and turn on your
computer.
TALKSWITCH INSTALLATION 11
3. Double-click the TalkSwitch icon on your desktop to open the
configuration software. The dialog box below is displayed.
Figure 10: Serial connection
4. From the drop-down list in the dialog box, select Serial as the connection
type.
5. Select a COM port (COM1 or COM2) from the Serial ports drop-down list
and click Connect... A progress bar indicates that the configuration is
being retrieved. When this process is completed, the TalkSwitch System
Configuration window opens. See Figure 30 on page 29.
1.7.4 Internet connection
Select USB from the drop-down list and click Connect... A progress bar
indicates that the configuration is being retrieved. When this process is
completed, the TalkSwitch System Configuration window opens.
See Figure 30 on page 29.
Ensure your unit is connected to a LAN with the supplied
Ethernet (CAT 5) cable. The top LED on the the back panel
beside the LAN port indicates that a connection has been
established with a switch or hub. To support remote
configuration over IP, map the TCP 9393 port from your firewall to
TalkSwitch. Please refer to the manual for your router/firewall to
activate port forwarding.
1. Double-click the TalkSwitch icon on your desktop to open the
configuration software. The dialog box below is displayed.
2. From the drop-down list in the dialog box, select Internet as the
connection type.
12 TA L K S W I TCH USER GUIDE • NORTH AMERICA
Figure 11: Internet connection
3. In the Address field of the Internet IP Connection Settings section, enter
the public IP address or the FQDN of the TalkSwitch location and click
Connect.... A progress bar indicates that the configuration is being
retrieved. When this process is completed, the TalkSwitch system
configuration window opens. See Figure 30 on page 29.
You have the option to store several locations in the address book.
Figure 12: Address book
1. Click the Address Book button.
a) To add a new address, click New.
b) Type the name of the location into the Entry Name field.
c) Type the Internet address of the location into the Internet Address
field and click OK.
d) To edit or delete an existing entry, highlight the item you wish to
edit or delete and click Edit or Delete.
TALKSWITCH INSTALLATION 13
1.7.5 File connection
You can load the latest configuration file saved on a PC to make edits and
save it again as a file or save it directly to TalkSwitch.
1. Double-click the TalkSwitch icon on your desktop to open the
configuration software. The dialog box below displays.
2. From the drop-down list next to Connection Type, select File.
Figure 13: File connection
3. Click the Browse button and select the configuration file you wish to
open and click Open.
Figure 14: Open TalkSwitch configuration file
4. Click Connect....
5. The TalkSwitch System Configuration window opens.
See Figure 30 on page 29.
When a unit is being configured, it is locked to prevent other computers
or persons using a phone from configuring changes at the same time. If
you leave the software open for longer than one hour, the unit unlocks
itself to allow configuration changes.
14 TA L K S W I TCH USER GUIDE • NORTH AMERICA
Restore Firmware (button)
This button is available as an alternate method to update firmware if an
update attempt has failed. Click the Restore Firmware button, then select
which firmware file to load onto the unit. The firmware update will then
begin. Follow the instructions presented at each step. Progress will be
displayed as the update proceeds.
If you are downgrading to an earlier firmware version, and have more than
one networked TalkSwitch unit, you must perform the Restore Firmware one
unit at a time, with the unit separated from the network during the restore.
For more information, see 1.5.2 Upgrading the TalkSwitch software and
firmware on page 5.
1.8 CONNECTING DEVICES
Move the unit(s) to a location where it can be attached to incoming
telephone lines and your telephone devices.
The computer connection is only needed to change the configuration
settings. It can remain disconnected at other times.
Figure 15: An example of residential wiring
TalkSwitch
Things to consider when placing your TalkSwitch
Recommendation: We recommend that you connect surge protectors
between the TalkSwitch unit(s) and your telephone lines to protect
against lightning damage.
Wiring
Make the most of your phone system with optimal home/office wiring. If
you need help wiring your house or small office and are not sure where all
the jacks are or what colors of wires to use, refer to Appendix H: Home/Office
Wiring Guide on page 213.
Location
Check the location of electrical wall outlets and telephone jacks in the room.
Place the unit(s) close enough to these items using your AC adapter and
telephone cords.
TALKSWITCH INSTALLATION 15
1.8.1 Connecting incoming telephone lines
Advisory: In order to minimize disruption to your business, you may
want to configure TalkSwitch before connecting it to your telephone
lines and extension phones.
1. Choose a convenient wall jack to attach to your TalkSwitch and connect
your telephone lines.
2. Connect the TalkSwitch unit to the telephone company’s line sockets
using the dual-wire telephone cables provided. Take note of which
telephone line is connected to each line port. This information will be
used in the configuration section.
• Connect the first incoming phone line to L1.
• Connect the second incoming line to L2.
If you have a unit with more than two incoming lines, connect your
RJ-11 telephone lines, beginning with L1. If you have two lines out of
one phone jack, you will require a dual-to-two-single-line adapter or
replace the two-line cord with two single-line cords. Note that L3 and L4
do not exist on units with only two incoming line connectors.
All incoming calls will be routed to the extension phones by TalkSwitch.
Call handling includes call forwarding, transferring, voicemail, etc.
Incoming lines are not directly connected to any of the local extensions.
The software determines which incoming lines are routed to which local
extensions.
1.8.2 Connecting local extension telephones and other devices
Connect your single-line analog device to one of the unit extension jacks the
same way you would plug it into a standard telephone wall jack.
You can connect any regular analog extension telephone set, cordless
telephone or fax machine to the extension ports, E1-E4 (all unit models) and
E5-E8 (for unit models with more than four extension jacks).
1. Plug each internal telephone into extensions beginning with E1.
Connect a phone to E4 to ensure communication during a power failure.
2. If required, plug the fax line into E3 or E8.
16 TA L K S W I TCH USER GUIDE • NORTH AMERICA
1.8.2.1 Connecting a regular single-line telephone
This is the basic, simple set-up. All functionality including transferring calls,
forwarding calls and voicemail, is handled by the unit. Even the most basic
of phones, once connected, will inherit these functions.
Figure 16: Single-line telephone
Each phone is connected to a single
extension. A call transferred to
extension 111 will ring the phone
connected on jack E1. A call
Incoming Phone Lines
TalkSwitch Jacks
E1 E2 E3 E4
transferred to extension 112 will ring
the phone on jack E2 and so on.
113
Extensions 111 112
114
1.8.2.2 Connecting a regular dual-line telephone
Most dual-line phones have separate plug-ins for two incoming telephone
lines (Line 1 and Line 2). If your dual-line telephone does not have separate
plug-ins, you can use a Line 1/Line 2 splitter to separate the two lines as
shown in Figures 17 and 18.
You can plug the dual-line phone into the TalkSwitch unit using one or two
extension jacks. Figure 17 below shows a dual-line phone using one jack.
Figure 18 on page 17 shows a dual-line telephone plugged into the unit
using two jacks.
Figure 17: Dual-line telephone on one jack
TalkSwitch extension 111 is connected
TalkSwitch Jacks
Incoming Phone Lines
E1 E2 E3 E4
Line Splitter
Extension 111
Figure 18: Dual-line telephone on two jacks
to a dual-line phone using one
extension jack. Calls on extension 111
show Line 1 as active.
TalkSwitch extensions 111 and 112 are
Incoming Phone Lines
TalkSwitch Jacks
E1 E2 E3 E4
connected to a dual-line phone using
two extension jacks. Calls on extension
111 show Line 1 as active. Calls on
Extensions 111 and 112
TALKSWITCH INSTALLATION 17
extension 112 show Line 2 as active.
Figure 19: Dual-line telephone on splitter
r
TalkSwitch extensions 111 and 112 are
connected to a dual-line phone using a
line splitter. Calls on extension 111
Incoming Phone Lines
TalkSwitch Jacks
E1 E2 E3 E4
show Line 1 as active. Calls on
Line Splitter
Extensions 111 and 112
extension 112 show Line 2 as active.
1.8.2.3 Connecting regular multi-line phones
Figure 20: Four-line telephone
Jacks 111, 112, 113 and 114 are all
Incoming Phone Lines
TalkSwitch Jacks
E1 E2 E3 E4
Line Splitter Line Splitte
4-Line Phone
Extensions 111, 112, 113
&
wired to the four-line phone. When a
call is transferred to extension 111,
Line 1 on the phone shows as active.
Calls on extension 112 show Line 2 as
active and so on. You may configure
114
each incoming line to ring any given
number of extensions. Configure
incoming Line 1 to ring extension 111,
Line 2 to ring extension 112, etc.
1.8.2.4 Connecting an IP phone
Plug the IP phone into your switch/hub using the supplied RJ-45 cable.
Please refer to the IP Phone Configuration Guide in the TalkSwitch
documentation folder. If you are using a third-party IP phone, refer to the
user guide of the third-party IP phone for configuration instructions.
1.8.2.5 Attach an internal or an external modem
Plug the modem’s telephone cable into a unit extension jack. Your modem is
now an extension that can access all lines and take advantage of call routing
features.
Modems connected to a unit operate at a maximum of 28 kbps.
If you don’t want to change your dial-up settings for the modem, enable
Direct Line Access for the extension associated to the modem. For more
information, see 2.2.7 Local extensions on page 54.
18 TA L K S W I TCH USER GUIDE • NORTH AMERICA
Loading...