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TALKSWITCH DOCUMENTATION
START GUIDE
RELEASE 4.0
CT.TS005.002501
Use with:
TalkSwitch CA, CVA
and VS models
For use in
North America
®
AN S WER S WITH IN TEL L IG EN 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 TalkSwitch CA, CVA or VS models. Where to go for further information The guides listed below, and many other resources, can be found on the TalkSwit
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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 th
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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 T
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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
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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 sh
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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 fr
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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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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- 4-line unit 2-line unit wire RJ-11 telephone cable to the wall phone jack of L3 the incoming phone lines and the other end to the L4 L1/L2 jack of the TalkSwitch unit. Note: Four-wire cables are not pr
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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 111 112 113 114 115 116 117 118 unit systems; unit ID = 1) Connect an audio source (optional) There are two ways to add Music on Hold to
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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 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
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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 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 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 G
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TalkSwitch. Copyright 2006. All Rights Reserved. CT.TS005.002501 (November 2006) TalkSwitch is a division of Centrepoint Technologies Inc.
