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TALKSWITCH DOCUMENTATION
START GUIDE
RELEASE 3.24
CT.TS005.002501.UK
®
AN S WER S WITH IN TEL L I G E N C E
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INTRODUCTION About this guide This guide describes the steps required to do basic installation and configuration of your TalkSwitch telephone system. Once you have completed these steps, your system can be further customized for your needs. For complete configuration details, refer to the TalkSwitch User Guide. This guide is intended for use with the UK versions of the TalkSwitch product line. Where to go for further information The guides listed below, and many other resources, can be found
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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 • 220-240v AC Adapter and power cord • RJ-11 telephone cables (4 for 48 models; 2 for 24 models) • RJ-45 Ethernet cable (for 48 models) or USB cable (for 24 models) • Quick Reference Cards (8 for 48 models; 4 for 24 models) • Wall mounting template, screws and anchor
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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
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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 models can be connected to your PC using a Local Area Network * (LAN), USB, or serial (RS-232) connection. * • The TalkSwitch 24 can be connected to your PC using a USB or serial connection. If you’re installing a TalkSwitch system with multiple TalkSwitch 48 units or you’re adding a TalkSwitch unit to an existing system,
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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 3.24 folder, and click TalkSwitch Configuration 3.24. 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 showi
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STEP 4 — CONFIGURE AN AUTOMATED ATTENDANT An Auto Attendants 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 and then Auto Atten
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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 a
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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 ri
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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
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Connect telephones and fax machines to TalkSwitch For TalkSwitch 24, connect the telephone cables from 48 24 your phones to the E1 through E4 ports of the TalkSwitch unit, consecutively. If you have a fax, connect the phone E5 E6 E7 E8 cable from your fax to the E3 port. For TalkSwitch 48, connect the telephone cables from your phones to the E1 through E8 ports of the TalkSwitch unit(s). If you have a fax, connect the phone cable from your fax to the E8 port. Take note of which telephone i
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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 gre
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NETWORKING TALKSWITCH ON A LAN Up to four TalkSwitch 48 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 t
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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 port (eg. E4) of the TalkSwitch unit for which you want to change the uni
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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 48 remotely Once installation is complete, you can configure your TalkSwitch 48 via a TCP/IP connection between TalkSwitch and a remote PC running the TalkSwitch configuration software. For details, refer to the TalkSwitch Remote Conf
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TalkSwitch. Copyright 2006. All Rights Reserved. CT.TS005.002501.UK (April 2006) TalkSwitch is a division of Centrepoint Technologies Inc.
