Talkswitch Telephone CTTS005002501 User Manual

TA L KSW I TCH D O CUM E NTAT I O N  
START GUIDE  
RELEASE 4.0  
C T.T S 0 0 5 . 0 0 2 5 0 1  
U s e w i t h :  
Ta l k S w i t c h C A , C VA  
a n d V S m o d e l s  
F o r u s e i n  
N o r t h A m e r i c a  
®
A N S W E R S W I T H I N T E L L I G E N C E  
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BEFORE YOU BEGIN  
Check package contents  
Whether you have purchased a system with one or multiple TalkSwitch units, each  
package you receive should include the following:  
TalkSwitch unit  
TalkSwitch Configuration Software CD  
AC adapter  
RJ-11 telephone cables  
(1 for each incoming line)  
RJ-45 Ethernet cable or USB cable  
(for 24-CA)  
Quick Reference Cards  
(2 for each extension)  
Wall mounting template, screws and  
anchors for optional wall-mounting of  
your TalkSwitch unit.  
Ensure that you have the minimum system requirements  
You will need a PC to configure your TalkSwitch. Ensure that your PC meets the  
following minimum system requirements:  
Windows 2000/XP operating system  
100 MB free hard disk space  
256 MB RAM  
800x600 video resolution  
Network equipment: If your system includes multiple TalkSwitch units, you will  
need an Ethernet switch. If you plan on using VoIP or configuring your system  
remotely, you will need an Ethernet switch (or router with an integrated switch)  
and a broadband Internet connection.  
Check your premises telephone wiring  
TalkSwitch usually doesn’t require any extra telephone wiring beyond the  
standard infrastructure in most commercial and residential buildings. If your  
premises requires additional wiring, refer to the Home/Office Wiring Guide  
Appendix in the TalkSwitch User Guide or consult an Authorized TalkSwitch  
Reseller in your area.  
Important! Lightning and electrical surges can cause damage to the TalkSwitch unit. We  
recommend using surge protection equipment on all external telephone and power lines  
connected to this device.  
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STEP 1 — INSTALL THE TALKSWITCH SOFTWARE  
1. Ensure that you have Administrator privileges on your Windows XP or  
2000 system.  
2. Turn your computer on, and insert the CD into the CD-ROM drive.  
3. The Install main window will appear within 20 seconds. Click INSTALL and  
follow the instructions.  
If the installation program does not automatically start (for example, if Autorun  
is disabled on your PC):  
1. From the desktop, double-click the My Computer icon.  
2. Double-click on the CD drive labeled TalkSwitch.  
3. Double-click on startscreen.exe located in the start folder.  
4. Click Install and follow the instructions.  
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STEP 2 — CONNECT TALKSWITCH TO YOUR PC OR NETWORK  
TalkSwitch can be set up anywhere in the vicinity of your incoming phone lines  
and computing equipment.  
TalkSwitch 48-CA, 48-CVA and VS models can be connected to your PC using  
a Local Area Network (LAN) or USB connection. CA models also offer an  
RS-232 connection.  
The TalkSwitch 24-CA can be connected to your PC using a USB or serial  
connection.  
If you’re installing a TalkSwitch system with multiple TalkSwitch units or you’re  
adding a TalkSwitch unit to an existing system, refer to the Networking TalkSwitch  
on a LAN section on page 13.  
Connection Options  
Connect using LAN (Ethernet): Connect one end of  
the provided RJ-45 Ethernet cable to the LAN port at  
the back of the TalkSwitch unit and the other end  
directly to your Ethernet switch. Ensure your computer  
is connected to the same switch.  
Connect using USB: Using a USB A-to-B cable, connect  
LAN  
USB  
Power  
the B end to the USB port at the back of TalkSwitch,  
and the A end to the USB port of your PC.  
TalkSwitch CA and CVA models  
Power up TalkSwitch  
1. Connect the provided AC adapter to the Power port  
at the back of the TalkSwitch unit and plug the  
adapter into an available power outlet.  
Power  
USB  
LAN  
Warning! Never use a power adapter other than  
the one provided with TalkSwitch.  
TalkSwitch VS models  
2. Turn TalkSwitch on by pressing the Power button  
on the front of the unit. The lights on the front  
panel will flash for a few moments during boot-up,  
then stop. The center light marked Data will remain  
lit, indicating that the TalkSwitch unit is on.  
Power  
Data  
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STEP 3 — OPEN THE TALKSWITCH CONFIGURATION SOFTWARE  
Double-click the TalkSwitch icon on  
your Desktop (this icon was created  
during the software installation),  
or from the Start menu, select  
Programs, select the TalkSwitch  
4.00 folder, and click TalkSwitch  
Configuration 4.00.  
TalkSwitch Software will now  
attempt to detect your unit,  
displaying progress on a “Detecting  
TalkSwitch Units” window.  
When software succeeds in detecting  
your TalkSwitch, a progress bar  
appears on the screen showing the  
connection to TalkSwitch in progress.  
When the bar disappears, the  
TalkSwitch System Configuration  
window will appear.  
If software was unable to detect your  
TalkSwitch automatically, a dialog  
box opens requesting you to select  
the connection type.  
LAN connection:  
From the Connection Type menu,  
select Ethernet and click Connect.  
USB connection:  
From the Connection Type menu,  
select USB and click Connect.  
Once connection has been established,  
the TalkSwitch System Configuration  
window will appear.  
Note: If you encounter difficulties  
opening the TalkSwitch configuration  
software, check that all your wires and  
plugs are securely connected.  
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STEP 4 — CONFIGURE AN AUTOMATED ATTENDANT  
An auto attendant can be set up to answer incoming calls and play a recorded  
greeting. For example, an auto attendant greeting can instruct callers to dial their  
party’s extension or dial ‘0’ for assistance.  
If you do not wish to set up an auto attendant at this time, you can proceed to  
the Step 5 — Configure Incoming Telephone Lines.  
Set up an auto attendant  
1. In the TalkSwitch System Configuration window,  
select Call Handling -> Auto Attendant from the  
menu at the left of the window.  
2. In the main panel of the window, click 1 to  
configure Auto Attendant 1 (default selection).  
Additional auto attendants (up to 9) can be set up  
X
later using the same procedure.  
3. From the drop-down lists next to If the caller  
selects ‘0’ then:, select go to local ext., and  
then 114.  
We recommend assigning extension 114 to your  
office receptionist (or person assigned to answer  
general calls); extension 114 is designed to  
continue operating in the event of a power failure.  
Y
If your office has other directory options (for  
example, dial 1 for sales), you can set these now.  
Z
4. For callers that do not have a touchtone phone,  
go to the section: After the Auto Attendant has  
finished playing and no selection has been made.  
From the drop-down lists select the number of  
seconds to wait (for example, 5), select go to local  
ext., and select the receptionist’s extension (for  
example, 114).  
[
The final step — setting up your auto attendant  
greeting(s) — is described in Step 8* of this guide —  
Auto Attendant and Voicemail Greetings.  
For more information: For complete details and options, such as Automatic Fax  
Detection, refer to the TalkSwitch User Guide.  
* i.e. after phones are connected to TalkSwitch  
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STEP 5 — CONFIGURE INCOMING TELEPHONE LINES  
Setting up your incoming lines will customize TalkSwitch to fit the unique needs  
of your business. For example, you can set all incoming calls to be answered by an  
auto attendant, set certain extensions to ring before an auto attendant answers,  
or have calls go directly to voicemail.  
If you have not set up an auto attendant, proceed to the Set certain extensions to  
ring or direct calls to voicemail section on the next page.  
Set auto attendant to answer all incoming calls  
1. Select Call Handling -> Telephone Lines from  
the menu on the left of the TalkSwitch System  
Configuration window.  
2. From the list of telephone lines, click Line 1 to  
configure incoming line number 1.  
X
3. From the drop-down list next to On an incoming  
call during mode:, select Mode 1.  
Modes represent different operating schedules,  
such as standard business operating hours or  
non-standard (weekends and evenings).  
Additional modes can be configured later.  
4. From the drop-down lists, select Play auto  
attendant, select 1, and select immediately.  
Auto Attendant 1 (set up in the previous step)  
Y
play a greeting.  
Z
will immediately answer all incoming calls and  
[
5. Repeat this process for each additional  
incoming line.  
6. If you have a system with multiple TalkSwitch  
units, you will notice up to four tabs (TalkSwitch 1,  
TalkSwitch 2, etc.) across the top of the window.  
Click on each tab to configure each TalkSwitch unit  
in your network.  
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Set certain extensions to ring or direct calls to voicemail  
Option 1  
Option 1  
To have certain extensions ring without playing an  
Auto Attendant, select Ring extensions only. Select the  
extensions to ring from the list of extensions.  
Note: you can adjust the ring sequence by clicking  
Adjust Sequence.  
Option 2  
To have certain extensions ring for a time before the  
auto attendant is played, select Play auto attendant.  
Select the auto attendant number (for example, 1),  
select the number of rings (for example, after 3 rings),  
and select the extensions to ring from the list (by  
default they are all selected).  
Option 2  
Note: you can adjust the ring sequence by clicking  
Adjust Sequence.  
Option 3  
To have all incoming calls directed to voicemail, select  
Go to voice mailbox, select the mailbox number (for  
example, 111), and the number of rings (for example,  
after 3 rings).  
Option 3  
Repeat the process described in the options above for  
each additional line.  
If you have a system with multiple TalkSwitch units,  
click on each tab (TalkSwitch 1, TalkSwitch 2, etc.) to  
configure all TalkSwitch units in a network.  
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STEP 6 — SAVE SETTINGS TO TALKSWITCH  
This step will transfer the settings you have configured  
from your computer to the TalkSwitch system.  
From the File menu in the TalkSwitch System  
Configuration window, select Save to TalkSwitch...  
A progress bar appears indicating that the  
configuration information is being sent to the  
TalkSwitch system.  
STEP 7 — CONNECT TELEPHONES AND PERIPHERALS  
Connect incoming (external) telephone lines  
Important! Lightning and electrical surges can cause damage to TalkSwitch.  
We recommend using surge protection equipment on all external telephone and power  
lines connected to a TalkSwitch system.  
Single-line connection  
Two-wire connector  
(1 incoming phone line per wall phone jack)  
Use the RJ-11 telephone cables provided to connect  
external phone lines to TalkSwitch. These cables have  
a two-wire connector for connection to a single-line  
wall jack.  
4-line unit  
2-line unit  
1. Connect one end of the provided RJ-11 telephone  
cable to the wall phone jack of an incoming phone  
line and the other end to the L1 jack at the  
back of the TalkSwitch unit.  
L3  
L4  
2. If necessary, connect additional external phone  
lines to the L2, L3 and L4 jacks of the  
TalkSwitch unit using the same method.  
L2  
L1  
L2  
L1  
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Dual-line connection  
Four-wire connector  
(2 incoming phone lines per wall phone jack)  
TalkSwitch VS units require that each phone line be  
connected to a separate TalkSwitch line jack. Use single-  
line cables or a dual-to-two-single jack adapter.  
For TalkSwitch 48-CA and 48-CVA, connect a four-  
wire RJ-11 telephone cable to the wall phone jack of  
the incoming phone lines and the other end to the  
L1/L2 jack of the TalkSwitch unit.  
4-line unit  
2-line unit  
L3  
L4  
Note: Four-wire cables are not provided with the  
TalkSwitch unit.  
If required, connect another dual external phone line  
to the L3/L4 jack of the TalkSwitch unit using the  
same method.  
L2  
L1  
L2  
L1  
Note: It is important that dual phone lines are  
connected to the L1/L2 and L3/L4 jacks, otherwise  
TalkSwitch will not recognize these lines as two  
separate lines.  
4-extension unit  
8-extension unit  
E5 E6 E7 E8  
Connect telephones and fax machines to TalkSwitch  
For TalkSwitch units with 4 extension ports,  
connect the telephone cables from your phones to the  
E1 through E4 jacks of the TalkSwitch unit,  
consecutively. If you have a fax, connect the phone  
cable from your fax to the E3 jack.  
For TalkSwitch units with 8 extension ports,  
connect the telephone cables from your phones to the  
E1 through E8 jacks of the TalkSwitch unit(s). If you  
have a fax, connect the phone cable from your fax to  
the E8 jack.  
E1 E2 E3 E4  
E1 E2 E3 E4  
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Take note of which telephone is connected to which jack and refer to the table below  
for corresponding extension numbers. For systems with multiple TalkSwitch 48 units,  
refer to the Networking TalkSwitch on a LAN section on page 13 for further details.  
8-extension units  
4-extension units  
TalkSwitch phone jack  
E1  
E2  
E3  
E4  
E5  
E6  
E7  
E8  
Extension number (single  
unit systems; unit ID = 1)  
111 112 113 114 115 116 117 118  
Connect an audio source (optional)  
There are two ways to add Music on Hold to  
your system.  
A) External Audio Source  
To play music while on hold, connect a  
1/8" (3.5 mm) mono phono connector  
cable from an audio source such as a CD  
player, tape player, or sound card to the  
music jack of the TalkSwitch unit.  
MUSIC  
If you have a system with multiple TalkSwitch units, you will need to provide  
audio to the music jacks of each unit.  
B) Internal Music File  
TalkSwitch can play a digital audio file (.wav format). For complete details, refer  
to the TalkSwitch User Guide.  
Connect to a Public Address (PA) System (optional)  
To make announcements over a Public Address (PA) system from a TalkSwitch  
extension, connect a 1/8" (3.5 mm) mono phone connector cable from the  
TalkSwitch PA jack to the input of the PA system.  
For complete details, refer to the TalkSwitch User Guide.  
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STEP 8 — AUTO ATTENDANT AND VOICEMAIL GREETINGS  
If you have set up an auto attendant, as described in STEP 4 of this guide —  
Configure an Automated Attendant, then you should load or record a greeting now.  
What should an auto attendant say?  
The following is an example of a typical auto attendant greeting:  
“Welcome to the ABC company. If you know your party’s three-digit extension you  
may dial it now. To reach reception, press ‘0’ or stay on the line.”  
To load a pre-recorded auto attendant greeting  
You can load a professionally pre-recorded greeting to  
TalkSwitch by following these steps:  
1. Click on Load Auto Attendant.  
2. An information box opens asking whether or not  
to continue. Click Yes and follow the instructions.  
The file must be an 8khz, 8-bit, mono, µ-law  
.wav file. A sample greeting (auto attendant  
sample.wav) is provided in your TalkSwitch folder.  
X
Record an auto attendant greeting  
To record an auto attendant greeting for Auto Attendant 1:  
1. Pick up any telephone connected to the TalkSwitch. You should hear a dial tone.  
#
4
1
#
2. Press  
then  
3. Follow the prompts to record your message. When your greeting is complete,  
#
press  
to end the recording.  
Set up and record voicemail  
To set a password, record a personal greeting, and record your name for the  
company directory:  
1. Pick up any telephone connected to TalkSwitch. You should hear a dial tone.  
*
2. Dial  
and your mailbox number. Your mailbox number is equivalent to  
*
your extension number.  
3. Follow the prompts to set a password, record a personal greeting, and record  
your name for the company directory.  
For complete details, refer to the TalkSwitch User Guide.  
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NETWORKING TALKSWITCH ON A LAN  
Up to four TalkSwitch units* can be networked together over a LAN to increase the  
number of lines and extensions in your system.  
Connect TalkSwitch units  
Use LAN cables to connect each TalkSwitch to your Ethernet switch.  
Note: TalkSwitch unit enclosures are not designed for stacking. We recommend  
wall-mounting units in a horizontal row to maximize airflow and keep the units  
from overheating.  
Power up all TalkSwitch units  
1. Connect the provided AC adapters to the Power ports of each TalkSwitch unit  
and plug each adapter into an available power outlet.  
2. Turn the TalkSwitch units on by pressing the Power button on the front of  
each unit.  
For further details on networking multiple TalkSwitch units, refer to the  
TalkSwitch User Guide.  
* TalkSwitch 24-CA is not networkable  
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Changing TalkSwitch unit ID numbers  
Each TalkSwitch unit is pre-programmed at the factory with Unit ID number 1.  
When you plug multiple units in for the first time or add a unit or units to an  
existing network, the lights on the front of each TalkSwitch flash. This is an  
indication that all units have the same ID number. Change the ID numbers so that  
they are all unique, as follows:  
1. Connect a phone to any extension jack (eg. E4) of the TalkSwitch unit for  
which you want to change the unit ID number, and lift the phone handset.  
2. The TalkSwitch prompt will indicate that there is an ID conflict. Choose a  
number, for example 2, as the new unit ID number. Once the unit ID number  
has been accepted, the lights on the front panel will stop flashing (usually  
within 10 seconds).  
3. Repeat the above steps for each additional TalkSwitch unit, assigning a  
unique ID number to each unit on the network.  
After successfully changing each unit ID to a unique number, each unit can be  
identified by the network. More importantly each local extension, remote  
extension, and voice mailbox, will have a unique number wherein the second digit  
in the three digit identifier becomes the unit ID number. See the table below.  
TalkSwitch Numbering Scheme for Networked Units  
Unit ID 1  
111-118  
211-218  
111-118  
211-218  
410-419  
Unit ID 2  
121-128  
221-228  
121-128  
221-228  
420-429  
Unit ID 3  
131-138  
231-238  
131-138  
231-238  
430-439  
Unit ID 4  
141-148  
241-248  
141-148  
241-248  
440-449  
Local Extensions  
Remote Extensions  
Local Mailboxes  
Remote Mailboxes  
General Mailboxes  
Configuring the Networked Units  
Now that you have connected your TalkSwitch units and changed the unit ID  
numbers, you can configure call handling options for the new unit(s). Return to  
subsequent steps to complete the configuration of your expanded  
TalkSwitch network.  
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SETUP COMPLETE  
Congratulations!  
Your TalkSwitch system should now be ready to accept incoming calls.  
TIP: Put a TalkSwitch Quick Reference Card next to each extension phone to help  
employees become familiar with the TalkSwitch features.  
Configuring TalkSwitch units remotely  
Once installation is complete, you can configure your TalkSwitch units via a TCP/  
IP connection between TalkSwitch and a remote PC running the TalkSwitch  
configuration software. For details, refer to the TalkSwitch User Guide.  
Note: The TalkSwitch 24-CA model does not have a network connection option  
and cannot be configured remotely.  
port 9393 to TalkSwitch to enable remote configuration (for details on port  
What next  
To add remote extensions (e.g. cell phone or remote location) or take  
advantage of other TalkSwitch features, refer to the TalkSwitch User Guide.  
To configure your TalkSwitch 48-CVA (or upgraded 48-CA) system to use VoIP,  
refer to the TalkSwitch VoIP Network Configuration Guide.  
We trust that your TalkSwitch phone system will provide exceptional features,  
performance and value to your business. Should you have any further questions,  
please contact your authorized TalkSwitch reseller. If you purchased directly  
from TalkSwitch, visit www.talkswitch.com/support or call 1.866.393.9960  
(North America).  
We welcome your feedback, comments and suggestions. Please e-mail us at  
[email protected] or write us at TalkSwitch, 1545 Carling Avenue,  
Suite 510, Ottawa, ON Canada K1Z 8P9.  
Thank you for choosing TalkSwitch.  
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TalkSwitch. Copyright 2006.  
All Rights Reserved.  
CT.TS005.002501 (November 2006)  
TalkSwitch is a division of Centrepoint Technologies Inc.  
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