Xtension Recorder Universal Adapter 2.0 Reference Manual

Download

Page 1

Xtension Recorder

Universal Adapter 2.0

Reference

Guide

Downloads Available at

www.usbcallrecord.com

UK Office: +44(0)1302-835812 US Office: +1 949.587.1226

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Introduction

Thank you for choosing the Xtension Recorder. Your Universal Adapter 2.0 is a USB device that taps across your telephone line or the handset jack of your telephone allowing digital recording of your telephone conversations onto your PC. Using the Desktop software (included), you can create a file for each call and save this to the local PC or to a network location.

This guide is designed to help you quickly and easily install your Xtension Recorder Universal Adapter 2.0 device and its supporting software. We have also included a summary of the features and functions available on the Xtension Recorder Desktop software.

CAUTION!

The use of monitoring, recording, or listening devices to eavesdrop, monitor, retrieve, or record tel

ephone conversation or other sound activities, whether or not contemporaneous with transmission, may be illegal in certain circumstances under federal or state laws. Legal advice should be sought prior

to implementing any practice that

monitors or records any telephone conversation.

PC Compatibility

The Xtension Recorder hardware supports Microsoft operating systems, which support USB devices such as Windows 98SE, and ME (using Desktop Software version 2.4 and below) and Windows 2000 & Windows XP (using version 2 or version 3.x Desktop.

Note: Windows 95, NT and Macintosh operating systems are not su

orted.

onnection

Connector Name Description

Do not connect the Universal Adapter to your computer yet. Please follow the software installation

instructions on page 10 of this guide.

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onnections

The Universal Adapter has seven connections as described below:

Connector Name Description

Handset Telephone handset in/out Connects to telephone handset

(two sockets) (curly cord) in ‘Handset Only

Connection’ or ‘Mixed Connection’.

A & B Line connections Connects to telephone line cable

(pins 3 & 4) using pins 3 & 4 – only used on

analogue telephones.

C & D Line connections Connects to telephone line cable

(pins 2 & 5) using pins 2 & 5

-– only used on

analogue telephones.

USB USB Connection to computer Socket to connect the USB lead

between the Universal Adapter and your computer.

Do not connect the Universal Adapter to your computer yet. Please follow the software installation

nstructions on page 10 of this guide.

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Installing the Universal Adapter

Choosing the Connection

The Universal Adapter supports three types of connection to deliver the best performance according to the type of telephone you want to connect:

x Line Only Connection

– records your conversations from the

telephone line.

x Handset Only Connectio

n– records your conversations from the

telephone handset cord.

x Mixed (Line and Handset) Connection

– connects to the telephone line for ‘off hook’ detection and Dialed Digit Detection, and connects to your telephone handset cord to record the telephone conversation.

It is important that you understand the benefits of the various connection methods to make the correct selection.

Digital or Analogue Compatibility

If you have a Digital PBX telephone, you must use Handset Only Connection. The features available in Line Only or Mixed Connections are not available because these require connection to an analogue telephone line. Digital PBX systems use digital signals for Caller ID and Dialed Digits. If you need to log Caller ID and Dialed Digits on a Digital PBX telephone, we offer a series of digital recorders available. Please visit

www.USBCallRecord.com

for

details.

If you have an analogue telephone, you can choose Line Only or Mixed Connection to suit your application.

Connection method feature availability

Feature

Line Only

Handset Only

Mixed

Off hook detect

Dialed digit detection

Record other extensions

Separate local and

remote level adjustment

Advice on Selecting the Correct Connection forYourTelephone

Line Only Connection

and

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Connection method feature availability

Feature

Line Only 1 Handset Only

Mixed 2

Off hook detect

x x

Dialed digit detection

Record other extensions

x x

Separate local and

remote level adjustment

1. Line Only Connection allows recording of parallel-connected telephones. Start and end recording is detected by VoiceTrigger.

Off Hook Detect is not used because it is necessary to use the audio signal from any parallel-connected telephone on the line to start and stop the recording.

2. Mixed Connection is generally the best option if you have an analogue telephone and do not want to record parallel-connected telephones.

Advice on Selecting the Correct Connection forYourTelephone

Line Only Connection

Select Line Only Connection if:

x You have an analogue phone (Line Only Connection will not work

for digital PBX telephones)

and

x You want to record parallel connected extensions (other

extensions on the same line such as other phones on your home

line)

x You do not have a modular connector on your telephone handset

cord.

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If you want to record parallel-connected telephones, you will need to select

Voice Trigger

for detecting the start and end of

your telephone calls.

The main disadvantage of using Line Only Connection is that local and remote speech levels are mixed; however, your recorder has Automatic Gain control to equalize the levels.

Handset Only Connection

Select Handset Only Connection if you have a digital PBX telephone (a phone that is designed for use on a specific telephone system).

Off Hook Detect

Caller ID

a n d

Dialed Digit Detection

will not be available from your telephone (these require connection to an analogue telephone line).

Mixed Connection

Select Mixed Connection if:

x You have an analogue phone (Mixed Connection will not work

for digital PBX telephones)

and

x You

do not

want to record parallel-connected extensions (other extensions on the same line such as other phones on your home line).

Mixed Connection provides the ‘best of both worlds’ available for analogue telephones. Mixed Connection uses

Off Hook

Detect

to identify the start and end of calls and enables

Dialed Digit Detection

. The handset connection allows

independent setting of local and remote speech levels.

Line Only Connectio

Note: Do not connect the Universal Adapter to your computer yet. Please follow the software installation instructions on

page 10 of this guide.

Tele hone line

USB

! Don’t connect yet!

Universal Adapter 2.0

AC BD

USB

Line Onl Connection

Page 7

Line Only Connectio

Note: Do not connect the Universal Adapter to your

computer yet. Please follow the software installat

ion instructions on

page 10 of this guide.

In Line Only Connection, connect your telephone line to the Universal Adapter through connectors A & B or C & D. As a general rule, try line connections A & B first; if this does not appear to work,

try connections C & D (see below).

Telephone line

USB

! Don’t connect yet!

Recording from parallel phones using

Voice Trigger

Universal Adapter 2.0

Connections:

(or C): telephone line

(or D): phone input (use

supplied cable).

USB

: to PC (use supplied cable).

Line Only Connection

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To set up a line connection to the Universal Adapter:

1. Remove your telephone line connection from the base of your telephone.

2. Plug the line connection into socket ‘A’ (you may need to change to socket ‘C’ depending upon how your line cord is wired).

3. Plug the line cord provided into socket ‘B’ and the other end into the telephone (you may need to change to socket ‘D’ depending upon how your line cord is wired).

4. Proceed to page 10 (

Installing the Software

Line Connections A&B or C&D?

Analogue single line telephones sometimes use different connections within the cables for the telephone lines. For this reason, the Universal Adapter has two pairs of analogue telephone line connections: A & B and C & D.

Most single line telephones use pins 3 & 4 (the centre pins) for the line connections. Use connectors A & B in this configuration. Some single line telephones in the UK and other related territories use pins 2 & 5 for the line connections. Use connections C & D in this configuration.

You will be able to test if you need to change to connectors C&D after you have installed the softwar

Handset Onl Connectio

Note: Do not connect the Universal Adapter to your computer yet. Please follow the software installation instructions on

page 10 of this guide.

Telephone line

Handset connections

USB

! Don’t connect yet!

Universal Adapter 2.0

Handset

USB

Handset Only Connection

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Handset Only Connectio

Note: Do not connect the Universal Adapter to your

computer yet. Please follow the software installat

ion instructions on

page 10 of this guide.

For Handset Only operation, connect your telephone handset (the curly cord) to the Universal Adapter using the 2 sockets marked ‘Handset’.

Telephone line

Handset connections

USB

! Don’t connect yet!

Universal Adapter 2.0

Connections:

Handset

ports: (1) to handset; (2) to handset socket on base of telephone (use-supplied cable).

USB

: to PC (use supplied cable)

Handset Only Connection

To set up a handset connection to the Universal Adapter:

1. Remove the handset modular connector from your telephone base.

Plug the provided handset line cord into the telephone base.

Plug the removed handset connector into one of the handset sockets of the device (it doesn’t matter which one you use).

4. Connect the other end of the line cord into the second handset socket of the Universal Adapter.

Page 10

Mixed Connection

Note: Do not connect the Universal Adapter to your

computer yet. Please follow the software installat

ion instructions on

the next page.

Connect your telephone line to connectors A & B or C & D (see page

7) and the telephone handset (curly cord) through the 2 sockets marked ‘Handset’.

See the instructions for both Line Only and Handset Only Connections on the preceding pages.

Telephone line

Han

set connections

USB

! Do not connect yet!

Universal Adapter 2.0

Connections:

(or C): telephone line

(or D): phone input (use

supplied cable).

Handse

t ports: (1) to handset; (2) to handset socket on base of telephone (use supplied cable).

USB

: to PC (use supplied

cable).

Installing the Software

Register your product at www.USBCallRecord.com/register for free support and to receive information on the latest upgrades!

Check the Software Version

Run Setup

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Installing the Software

Register your product at www.USBCallRecord.com/register for free support and to receive information on the latest upgrades!

Check the Software Version

Before you install the software on the CD, check that you have the latest version by visiting

www.USBCallRecord.com

1. Click Support and Downloads.

2. C l i c k

Software and Upgrades

3. Click

Enter your Info

4. Click

Submit

5. Click on

Universal Adapter 2.0

(be sure to select version 2.0).

If the listed version number is greater than that shown on your CD:

1. Download the software onto your PC making a note of the

destination folder on your PC.

Extract the installation files to a folder.

Run Setup

1. Locate the

Setup.exe

file. This will be on the CD or, if you have downloaded a later version of the software, in the folder you used to extract the

installation files.

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2. Double-click on the icon or setup to begin the installation.

3. Follow the on-screen prompts to complete the installation procedure (it may vary according to your operation system). You will need to:

x Accept the License Agreement.

x Choose the destination folder where the Program will be

located.

x Specify the location where your recorded calls will be

stored (by default the program creates a My Calls folder in My Documents.( Note: this location can be changed at

any time after installation).

4. When the software installation is complete, click on the

Finish

button. The Install Shield Wizard will

remai n on yo ur PC’s desktop throughout the rest of the procedure.

6. The installation of the USB drivers starts automatically. Connect the supplied USB cable to the Universal Adapter and then insert the other end into a vacant USB port on your

computer.

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6. Click on the

button. The USB drivers will now be installed.

Please be patient as this may take a few minutes (see image below).

8. If you receive a warning that the hardware has not passed ‘Windows Logo Testing’ (see below) please click

Continue

nyway

Windows Logo Testing

Microsoft introduced the “

Designed for Microsoft Windows XP

” Logo program to ensure that products are compatible with Windows XP. This software is thoroughly

tested internally and is 100% compatible with

Windows XP.

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8. Click on the

button to finish the install process.

10. The

Recorder Setup

program is displayed.

The next section describes how to use

Recorder Setup

optimize your system.

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Recorder Setup

Telephone line and handset levels vary, so we have included the

Recorder Setup Wizard

to help you optimize recorded voice levels and specify how the software starts and stops recordings.

Recorder Setup

starts automatically after software installation. You can change settings at any time by selecting the

Setup Wizard

icon from your desktop or

the Comvurgent program group in the Start menu.

There are eight steps in the procedure:

1. Identifying the connection method: Line Only, Handset Only or Mixed.

2. Choosing a method for starting and stopping recordings.

3. Carrying out an Off Hook test (if selected in step 2)

4. Adjusting audio levels.

5. Adjusting Voice Trigger options (if selected in step 2).

6. Checking dialled digits detection (Line Only and Mixed connections only).

7. Saving the new settings.

8. Starting and configuring XtRecorder with a test call.

Click on the

button to get started. At any time, you can click

on the

Back

button to return to previous pages and modify settings

you have already chosen. No settings are applied until you have

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completed the Wizard by clicking on the

Finish

button on the last

page.

If you chose to close the Wizard by clicking on the

Cancel

button, any

changes you have made are discarded and the Universal Adapter will continue to operate under its original configuration.

1. Connection

On the Connection page, identif

the method you have selected to connect the Universal Adapter to

your phone:

x Handset Only Connected

x Line Only Connected

Handset and Line Connected

(mixed)

Click on the

button to continue.

2. Recording Start Stop Method

On this page, you can select the method you want to use to start and end recordings. The Wizard picks the option best suited to your connection method and you are recommended to accept this.

Use Line Current

(Off Hook) Detect

– not available with Handset Only Connection.

Enable Voice Trigger

x If you select this option, continue to step 4. You will set up Voice

Trigger options in step 5.

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Take the telephone handset off-hook. The

image should change to show a phone off-hook.

If it does not work, check that you have connected the Universal Adapter correctly. You may need to change the line connections from A&B to C&D (see page 7).

9. Audio Levels

This page allows you to optimize voice levels using the slide controls.

1. Take your telephone off hook and make a call.

All connection methods:

2. As you speak, adjust the Mic Volume slider to ensure the

level is in the green section of the meter.

Handset only and mixed connections: As the remote speaker

talks, adjust the

Earpiece/Line Volume slider to ensure the

level is in the green section of the meter.

3. Put the phone back on-hook.

3. Off- Hook Test

If you selected

Use Line Current

(Off Hook Detect)

in step 2, this

page prompts you to test the offhook detection.

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. Voice Trigger Levels

If you selected

U s e Li ne

u r r e nt (O f f - Ho ok) De t e ct

in step 2 (see page 15), continue to step 6.

Voice triggered recording commences

when the line signal exceeds the

Start

hreshold, for example, when the ‘Off

Recording stops when the line signal falls below the Idle Threshold and remains below this value for a set period – the

Idle Timeout.

Two further

Voice Trigger

options determine whether XtRecorder

monitors the signal from the mouthpiece and/or earpiece.

• Voice Trigger On Mouth - Select or mute

Voice Trigger

from the Mouth input. Turn off if you have a ‘Live Microphone’ (telephone microphone is on when phone is on hook).

• Voice Trigger On Earpiece/Tel Line - Select or mute

Voice

rigger

from the earpiece/line input. Use to record from

parallel telephones.

Recording Starts

–

signal exceeds Start

Recording Ends

– signal falls below Idle Threshold for period in excess of Idle

Idle Timeout

Start

Start Threshold

Idle Threshold

Idle Timeout Period

Note.

Page 19

The default Voice Trigger settings should suit most applications. The following procedure explains how you can check that the settings are suitable for your system:

1. Check the

Start Threshold

Take the handset off-hook, and check that the Start Threshold is triggered (START DETECTED is displayed). If your telephone has a live microphone and hence higher noise levels, you may need to set a higher value to avoid ‘false starts’. See also

Voice Trigger on Mouth

, below.

2. Test the

Idle Threshold

With the phone on-hook, ensure that the Idle Threshold level is above the levels in the ‘Peak Level’ boxes (IDLE DETECTED is displayed).

If you have a noisy line or telephone, you may need a higher value (>250). If the value is too low it may merge calls; too high and it may slice calls into several recordings if the conversation has silence pauses.

3. Set the

Idle Timeout Period

Extend this time beyond the default of 8 seconds if your calls tend to have long pauses.

Note.

If you finish one call and start another within the Idle Timeout period, XtRecorder will merge the two calls into a single recording.

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4. By default, Voice Trigger detection operates on both the mouth and earpiece/telephone line signals. You may want to change these settings:

x Disable

Voice Trigger on Mouth

if your telephone/ headsets remain in an off-hook state with a live local microphone, even when the phone is on-hook. The software then monitors the remote end for the start trigger (note this only applies to handset connectivity).

x Voice Trigger on Earpiece/Tel Line

- Select this option if you want to record from other telephones connected on the same line.

Click on the

button to continue.

6. Dialed Digits Check

If you are using a Line Only or a Mixed connection type, then the Universal Adapter can detect the digits that you type when making a call. If you want to

use this feature, ensure that the

Dialed

Digit Detection

option is selected.

You should not normally need to alter the settings on this page for Normal operation.

Digit Detect Time

Note.

Dialed Digit Detection

7. Recorder Setup Complete

Back

Finish

Cancel

Page 21

To test Dialed Digit Detection:

1. Lift the handset of your phone and dial some numbers; they should appear in the Dialed Digits box. Use the 'Clear' button to clear the display.

2. After the start of a call, and after each key press, the Universal Adapter will continue to look for further key

presses for the

Digit Detect Time

(in seconds). No further key presses will be recorded after the Digit Detect Time has elapsed. You can adjust this period to ensure that spurious

digits are not reported.

Note.

The Universal Adapter uses the tone produced by each key as you press it to detect which key is pressed. This can occasionally result in key presses being missed or detected wrongly. During the course of a call, other noise on the line may cause a key press to be detected when none took place. If you experience problems with the Universal Adapter detecting false or spurious numbers you may want

to disable

Dialed Digit Detection

Click on the

button to continue.

7. Recorder Setup Complete

You have completed the setup of your Universal Adapter.

Click on the

Back

button to return to

the wizard and review the settings.

Click on the

Finish

button to save your

settings and launch XtRecorder. Click on the

Cancel

button to discard all changes and restore the

previous configuration.

Page 22

8. Starting Xtension Recorder

After testing your system with the Recorder Setup Wizard:

3. Click on the

Finish

button to store the settings.

4. You are now prompted to register the software. Click on the link to register online at www.USBCallRecord.com/register

Click on the

Cancel

button to continue.

5. The

XtRecorder –Choose Defaults

window is displayed.

Choose one of the three recording options:

Record all calls

Record every call and save until

deleted.

Prompt after call

Prompt to save or delete each call.

1. Click on the

button to continue.

Please refer to the XTR Desktop 3.0 Software Manual for detailed instructions on the setup and use of this software.

Troubleshooting

Recorder Setup

Xtension Recorder

Recorder Setup Wizard

Page 23

Troubleshooting

The following table lists common problems with a brief explanation of the solution. Check that you have the latest version of software (see page 10).

In many cases, problems are due to an incorrect

Recorder Setup

configuration.

Xtension Recorder

relies on correct settings of the Gain Level controls for reliable and quality performance. Please ensure these are set correctly before attempting to adjust other

parameters (see page 14).

You can start the

Recorder Setup Wizard

by clicking on the Setup Wizard icon on your PC’s desktop.

Page 24

Problem Solution

Device not initializing during installation

Driver for device was not loaded properly.

1. Close Xtension Recorder: right click on the icon in the system tray (see page 19) and

select

Exit from the popup menu.

2. Insert the CD. Browse to the CD using

Computer

Windows Explorer

and locate

the

Drivers folder. Find the file named

‘

install’ within this folder and double-click

on it.

3. Follow the instructions to re-install the driver.

4. Restart Xtension Recorder.

Xtension Recorder not starting or stopping recordings.

Xtension Recorder continuously records

Several recordings are made for each

call

Use Recorder Setup to adjust start/stop parameters (see page 15).

The

Idle threshold level is set too low. Increase

and save using Recorder Setup (see page 17).

The

Idle threshold is set too high and/or the

Idle Timeout is set too low. Adjust and Save

using Recorder Setup (see page 17).

Page 25

Problem Solution

Two calls are merged into one (using Voice Trigger)

This can happen when a call is finished and another answered quickly: Xtension Recorder needs to detect silence on the line for a few seconds to know a call is finished (you can adjust the

Idle Timeout using Recorder Setup

but this may also result in multiple recordings for any one call).

Xtension Recorder will not start autorecording (using Voice Trigger)

First, make certain that R

eco rd all

all s

is checked in O

ptions in Xtension Recorder. If this is the case and calls can be manually recorded by pressing the Record button, you will need to adjust the Start Threshold in Recorder Setup (see page 17).

Distant End is too low (Line Only

Connection)

Dialed digits not detected

Xtension Recorder uses advanced CPU processing techniques to detect the digits

dialed. This is not always perfect depending upon the method of connection and the levels and timing of the digits.

When using Line Only connection, local (Microphone) level is always higher than the distant end. Select Automatic Gain (see pa ge 15) to equalize the levels on the line.

Page 26

Problem Solution

Line Current Try changing your line connections from A&B Detect Connection to C&D (or vice versa) does not detect

telephone off hook

No line signal in Try changing your line connections from A&B Line Only to C&D (or vice versa)

Connection

Short unexplained calls

This may be due to some telephones entering

an Off Hook state automatically for a few seconds to charge a battery (typically 10 seconds). If you want to remove these from the playback list, simply extend the minimum duration for recorded calls. (in Options in Xtension Recorder) to be greater than the Off Hook time.

Page 27

Other great products from Comvurgent

If you are expanding your recording capability or wish to try alternative ways of recording, check out some of our other products in the Xtension Recorder range.

Introducing the Xtension Recorder Digital Series

tension Recorder Digital 01 is a

low-cost USB extension desktop True Digital recorder for most PBX Digital telephones and comes complete with our XTR Desktop

applications software.

Xtension Recorder Digital 04 is a stackable 4-port digital USB unit. It

allows cost-effective, fully centralized,

recording for medium-to-large

installations.

Digital 04 includes

both BackOffice software and Call Manager supervisor

positions.

XTR Professional Digital 16 is a 1 U rack-mounted, stackable, 16-

extension connector designed to be installed in your equipment

room to monitor multiple extensions on one server.

Digital 16 is

designed for higher density applications and comes complete with our BackOffice recorder and

Call Manager supervisor software.

Page 28

Call Manager

is the entry-level package, designed to provide the manager or Super Need to Connect Your Recorder

Centrally.

BackOffice

is the solution! If you need to locate your Digital or Analog device centrally alongside your PBX, BackOffice allows you to connect up to 20 Digital 01 devices or up to 48 extensions of Digital 04 and Digital 16 units onto a central server PC. BackOffice delivers costeffective call recording without any desktop clutter.

Besides the Universal Adapter 2.0 we offer the 02/04/08 Channel Analog recorders.

Need a Supervisor Position?

XTR Reporter, XTR Reporter Pro

and

Call Manager

form a

comprehensive suite of advanced visibility, access, retrieval, playback, analysis and reporting tools for XtR Professional power

users and administrators. All three applications are built on the robust

Microsoft

.net framework and

designed to manipulate large volumes of recordings, whether

created by Desktop users (

Digital 01

Universal Adapter), or BackOffice

(using

Digital 01,

Digital 04 or Digital 16).

Call Manager

visor with the ability to quickly and easily gain access

to important calls.

XTR Reporter

delivers feature rich productivity tools in a familiar,

ergonomic and easy to use MS Office style interface.

XTR ReporterPro

takes all of the XTR Reporter features and adds our

Call Grading agent Assessment module.

Page 29

•

Get Free Upgrades -We are continually releasing new

features and improving existing features. All Xtension Recorder devices come with free upgrades for life.

•

Kee p info r med on New Pr o duc t s- As we release new p ro du c ts, we will send you an email (you can opt out if you like)

with brief details.

How to register

Visit www.usballreord.com/register and fill

i n o u r o n l i n e registration form.

Once again, thanks for choosing

Xtension Recorder

The Intelligent Recording Team!

Intelligent Recording Limited