Talkswitch 48-CA/CVA User Manuals

Table of Contents

• Table of Contents

  3
• Preface

  9
• Chapter 1: TalkSwitch Installation

  13
  • 1.1 TalkSwitch package contents

    13
  • 1.2 Configuration software system requirements

    14
  • 1.3 Unit front panel

    14
  • 1.4 Unit back panel

    15
  • 1.5 Installing the configuration software

    17
    • 1.5.1 Installing the software for the first time

      17
    • 1.5.2 Upgrading the TalkSwitch software and firmware

      17
  • 1.6 Initial configuration

    20
  • 1.7 Connect TalkSwitch to a network or a PC

    21
    • 1.7.1 Ethernet connection

      21
    • 1.7.2 USB Connection

      22
    • 1.7.3 Serial connection

      23
    • 1.7.4 Internet connection

      24
    • 1.7.5 File connection

      26
  • 1.8 Connecting devices

    27
    • 1.8.1 Connecting incoming telephone lines

      28
    • 1.8.2 Connecting local extension telephones and other devices

      28
      • 1.8.2.1 Connecting a regular single-line telephone

        29
      • 1.8.2.2 Connecting a regular dual-line telephone

        29
      • 1.8.2.3 Connecting regular multi-line phones

        30
      • 1.8.2.4 Connecting an IP phone

        30
      • 1.8.2.5 Attach an internal or an external modem

        30
      • 1.8.2.6 Connecting fax machines

        31
    • 1.8.3 Connecting devices to the music jack

      33
    • 1.8.4 Connecting to the PA (public address) jack

      33
  • 1.9 Networking TalkSwitch units on a LAN

    33
    • 1.9.1 Connecting TalkSwitch units to a LAN

      33
      • 1.9.1.1 Ethernet switch

        34
    • 1.9.2 Power up all the TalkSwitch units

      34
    • 1.9.3 Setting or changing the unit ID

      35
    • 1.9.4 How unit IDs affect system extension numbers

      35
    • 1.9.5 Keep track of the lines and extensions

      36
    • 1.9.6 Optimizing the system for networked use

      37
  • 1.10 Installing a memory card

    38
  • 1.11 Upgrading TalkSwitch Units

    39
  • 1.12 What the flashing lights mean

    39
  • 1.13 Verifying the connections

    40
• Chapter 2: TalkSwitch configuration

  41
  • 2.1 System Configuration

    41
    • 2.1.1 The configuration screen

      41
      • 2.1.1.1 File Menu

        42
      • 2.1.1.2 View Menu

        42
      • 2.1.1.3 Tools Menu

        43
      • 2.1.1.4 Help Menu

        43
      • 2.1.1.5 Configuration navigation

        44
    • 2.1.2 Special considerations when connecting multiple units to a LAN

      45
  • 2.2 System Information

    47
    • 2.2.1 Administration

      47
    • 2.2.2 IP Configuration

      49
    • 2.2.3 Telephone Lines

      52
    • 2.2.4 Line hunt groups

      54
    • 2.2.5 Automatic Route Selection and Toll Restriction

      56
    • 2.2.6 Fax information

      61
      • 2.2.6.1 Dedicated fax line

        62
      • 2.2.6.2 Distinctive ring fax detection

        64
      • 2.2.6.3 Automatic fax detection

        65
    • 2.2.7 Local extensions

      66
    • 2.2.8 Remote extensions

      70
    • 2.2.9 Extension ring groups

      73
    • 2.2.10 On-Hold/Ringback

      75
      • 2.2.10.1 External audio source

        75
      • 2.2.10.2 Internal audio file

        77
  • 2.3 Voicemail

    79
    • 2.3.1 Mailbox options

      79
    • 2.3.2 Voicemail notification

      80
      • 2.3.2.1 Dialed notification

        80
      • 2.3.2.2 Message waiting light

        83
      • 2.3.2.3 E-mail notification

        83
    • 2.3.3 Global Settings

      86
      • 2.3.3.1 Voicemail manager

        88
  • 2.4 Call Handling

    90
    • 2.4.1 Modes

      90
    • 2.4.2 Auto attendant

      92
      • 2.4.2.1 Adding/configuring an auto attendant

        92
      • 2.4.2.2 Record, play or erase auto attendant messages

        94
      • 2.4.2.3 Select routing options for each auto attendant

        96
      • 2.4.2.4 Automatic fax detection

        97
      • 2.4.2.5 No selection was made at the auto attendant

        98
      • 2.4.2.6 Additional features at the auto attendant

        98
    • 2.4.3 Telephone Lines

      99
    • 2.4.4 VoIP Numbers

      101
    • 2.4.5 Call Cascade

      102
      • 2.4.5.1 Local extensions

        102
      • 2.4.5.2 Remote extensions

        105
      • 2.4.5.3 Extension ring groups call cascade

        107
      • 2.4.5.4 Call cascade examples

        109
  • 2.5 Call Back/Call Bridge

    110
    • 2.5.1 Auto call back

      111
    • 2.5.2 Prompted call back

      114
    • 2.5.3 Call bridge

      115
  • 2.6 Options

    117
    • 2.6.1 Permissions

      117
    • 2.6.2 Audio Controls

      119
    • 2.6.3 Transfer Options

      120
    • 2.6.4 Miscellaneous

      122
    • 2.6.5 Troubleshooting

      124
      • 2.6.5.1 Troubleshooting - Advanced

        126
• Chapter 3: Using TalkSwitch

  129
  • 3.1 In the Office - Receiving calls with or without the auto attendant

    129
    • 3.1.1 Receiving calls using the auto attendant

      129
    • 3.1.2 Receiving calls without the auto attendant

      130
  • 3.2 In the Office - Making and receiving calls using an analog phone

    130
    • 3.2.1 Making calls from a local extension without direct line access

      130
    • 3.2.2 Receiving calls at a local extension

      131
    • 3.2.3 Placing calls on hold at a local extension

      132
    • 3.2.4 Transferring calls from an extension

      132
      • 3.2.4.1 Unscreened transfer

        132
      • 3.2.4.2 Screened transfer

        133
    • 3.2.5 Transferring calls from a local extension to an external phone

      133
    • 3.2.6 Parking and retrieving calls at a local extension

      134
      • 3.2.6.1 Parking a call

        134
      • 3.2.6.2 Retrieving a parked call at another local extension

        134
      • 3.2.6.3 Using call park with the paging option

        135
    • 3.2.7 Queuing and retrieving callers

      135
      • 3.2.7.1 Queuing calls to a single extension

        135
      • 3.2.7.2 Queuing callers to an extension ring group

        136
    • 3.2.8 Using call waiting

      136
    • 3.2.9 Conference calling

      137
      • 3.2.9.1 Two local TalkSwitch extensions and one outside caller

        137
      • 3.2.9.2 Two outside callers and one local extension

        137
  • 3.3 In the Office - Making and receiving calls using an IP phone

    138
    • 3.3.1 Making calls from a local IP extension (IP phone)

      138
    • 3.3.2 Receiving calls at a local IP extension

      139
    • 3.3.3 Hold and transfer

      140
      • 3.3.3.1 Hold

        140
      • 3.3.3.2 Unscreened transfer

        140
      • 3.3.3.3 Screened transfer

        140
      • 3.3.3.4 Transfer from a IP extension to any outside number

        141
    • 3.3.4 Call park - Parking and retrieving callers

      142
      • 3.3.4.1 Parking a caller

        142
      • 3.3.4.2 Retrieving a parked call

        142
      • 3.3.4.3 Using call park with the paging option

        142
    • 3.3.5 Queuing and retrieving callers

      142
    • 3.3.6 Using the TalkSwitch call waiting feature

      143
    • 3.3.7 Conference calling with TalkSwitch

      143
      • 3.3.7.1 Two TalkSwitch local extensions and one outside caller

        143
      • 3.3.7.2 Two outside callers and one local extension

        144
  • 3.4 Making and receiving calls using VoIP

    144
  • 3.5 Using regular or IP phones connected in parallel to TalkSwitch

    145
  • 3.6 Modems and telephone line access

    146
  • 3.7 Out of the Office - Receiving calls with call forwarding (analog and IP)

    147
    • 3.7.1 Three ways to forward calls

      147
    • 3.7.2 Transferring calls from a remote extension

      148
    • 3.7.3 Screening options for forwarded calls

      148
    • 3.7.4 Calls over VoIP with IP phones and Gateways

      149
  • 3.8 Using the voicemail system

    150
    • 3.8.1 Activating voicemail boxes

      150
    • 3.8.2 Retrieving messages and accessing a voice mailbox

      151
    • 3.8.3 Recording an announcement on a regular or an IP phone

      153
    • 3.8.4 Pager and cell phone notification

      154
  • 3.9 Music on hold

    154
  • 3.10 Mode switching options

    155
  • 3.11 Out of the Office - Making calls with call Back and call bridge

    156
    • 3.11.1 Using call bridge

      156
    • 3.11.2 Using call back

      157
• Chapter 4: Call detail record (CDR) logging

  159
  • 4.1 Enabling call detail record (CDR) logging

    159
  • 4.2 Retrieving data

    160
    • 4.2.1 Web interface - Store to File on TalkSwitch

      160
    • 4.2.2 Serial interface - Real-time to Serial Port

      162
  • 4.3 Analyzing the data

    164
• Chapter 5: VoIP information

  167
  • 5.1 Introduction to VoIP

    167
  • 5.2 Optimizing Your IP Network for VoIP

    168
    • 5.2.1 The broadband connection

      168
    • 5.2.2 The router/NAT/firewall

      168
    • 5.2.3 Connecting to a LAN and IP network

      169
      • 5.2.3.1 Confirm sufficient network capacity for VoIP

        169
      • 5.2.3.2 Confirm router/firewall path for voice data

        170
  • 5.3 Setting up a VoIP network

    171
    • 5.3.1 Connect TalkSwitch or SIP-compatible gateways

      171
    • 5.3.2 Select which TalkSwitch to use as the SIP network server

      172
      • 5.3.2.1 Which location and unit should be the SIP server?

        172
    • 5.3.3 Assign phone numbers to each VoIP location

      173
  • 5.4 VoIP Configuration

    174
    • 5.4.1 Configure TalkSwitch IP addresses

      174
      • 5.4.1.1 Set the TalkSwitch local IP address

        174
      • 5.4.1.2 Set the TalkSwitch public IP address

        175
    • 5.4.2 Configure TalkSwitch Profile

      176
      • 5.4.2.1 TalkSwitch Profile

        176
      • 5.4.2.2 Service Provider profile

        180
    • 5.4.3 VoIP Numbers

      182
      • 5.4.3.1 Assign VoIP phone numbers

        183
      • 5.4.3.2 Configure call handling for VoIP numbers

        184
      • 5.4.3.3 Assign service provider phone numbers

        185
  • 5.5 FAQ

    186
  • 5.6 VoIP network administration form

    192
  • 6.1 Troubleshooting

    193
    • 6.1.1 Problems that may occur during configuration

      193
    • 6.1.2 Problems that may occur while using the TalkSwitch features

      194
      • 6.1.2.1 The auto attendant

        194
      • 6.1.2.2 Music on hold

        195
      • 6.1.2.3 Call routing with local extensions and home phones

        195
      • 6.1.2.4 Answering and fax machines

        196
      • 6.1.2.5 Other possible local extension problems

        196
      • 6.1.2.6 Multiple TalkSwitch units connected to the same LAN

        197
  • 6.2 Support

    199
• Appendix A: Functions and Commands

  201
• Appendix B: TalkSwitch and Telephone Company Calling Services

  205
• Appendix C: TalkSwitch and Power Interruptions

  209
• Appendix D: Safety and Regulatory Information

  211
• Appendix E: TalkSwitch One-Year Warranty and Return Policy

  215
• Appendix F: Specifications

  219
• Appendix G: Copyright and Licensing Notices

  221
• Appendix H: Home/Office Wiring Guide

  225
• Glossary

  233
• Index

  241