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Information in this user guide is subject to change without notice and does not represent any commitment on the part of TalkSwitch. No part of this user guide may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, or translated to another language, for any purpose other than the licensee’s personal use and, as specifically allowed in the licensing...
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System Information and Diagnostics..........170 System Information .
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Transferring calls to an extension ..........183 Unscreened transfer .
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CHAPTER 5: VOIP INFORMATION............204 Connecting to a network .
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Callers hear only silence when put on hold at an extension ......232 Call routing ..............232 Callers are disconnected when transferring calls from one extension to another .
TalkSwitch or its distributors and resellers, with regard to the accuracy of these features and that the use of such features may not be considered by a telephone company in any disputes which may arise regarding the accuracy of any subscriber's telephone account.
C H A P T E R 2 CO N F I G U RA TI O N INTRODUCTION This chapter contains detailed information about all the features in the Management software, with step-by-step instructions on how to customize these features to best suit your needs. STARTING THE MANAGEMENT SOFTWARE When a unit is being configured, it is locked to prevent other computers or persons using a phone from configuring changes at the same time.
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4. Select your language. You can select English, Français or Español. 5. Once the software detects the system, click Configure Auto-Detected System. The software loads the configuration from the unit, and the About page appears. 6. If the software was unable to detect your system, check that all your wires and plugs are securely connected, and then click Retry Auto-Discovery.
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b) Click Open a File. The Open window appears. c) Browse to the .tsd file, and then click Open. The software opens the configuration file. d) If the selected configuration file is not compatible with your software, you will be prompted to convert the file to a newer format.
ABOUT The About page displays and allows you to change system information. 1. Select the About page. The System Information area shows: • The current time and date programmed into the system. • The current mode. • The model numbers of the units in the system. •...
My system My system shows the model numbers of the units in the system. Clicking the My system link displays the Discovered Network window. It shows the MAC address, IP address, system ID, model number, firmware version, and length of operation for each unit. To identify a unit, click the Identify button.
ADMINISTRATION The Administration page allows you to set up the system name, system password, numbering plan, region, language, and how to route the call if a user dials an operator number. 1. Select the Administration page. Note: The Region Selection area is only displayed in certain regions. Depending on the region, an operator may be dialed using 9 or 0.
System numbering plan You can use a 3, 4 or 5-digit plan for extensions, ring groups, mailboxes and speed dials in your system. The default is 3 digits. To change it, click Change and select the desired number of digits. This selection is system-wide; you can’t have a mix, for example, of 3 and 5-digit extension numbers.
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1. Select the action in the Connect to list. Choices are: • perform no action — Does not connect to a resource. • go to voicemail — Connects to the selected voicemail. • go to local extension — Connects to the selected local extension. •...
SCHEDULING A mode is a period of time when the system uses a particular call handling setup for incoming calls. Mode 1 is typically office hours, and Mode 2 is typically evening and weekend hours. Holiday Mode is when your office is closed for a statutory holiday or shutdown. The system can use a different call handling setup for each mode, and can automatically change mode with the time of day, day of week and on holidays.
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c) Click Settings. The Holiday Settings window appears. The calendar shows the current date in green. d) Select your country in the Populate calendar with holidays observed in list, and then click Populate. The calendar will show your country’s statutory holidays in grey. e) Using the calendar, select the month and then click the date of the holiday.
Change mode The Modes area displays the current mode. 1. To change mode, click Change Mode. The Change Mode window appears. 2. Select the mode. The new mode immediately takes effect. You do not have to save the configuration. You can also change the mode by phone. Remotely 1.
Scheduling The Scheduling area allows you to specify when the system will change modes. 1. Select the Use automatic mode switching checkbox to enable the modes. The window enables the Scheduling area. 2. Select the day. 3. Select whether to use one mode or multiple modes during that day: •...
Date & time The Date & Time area allows you to set the date and time programmed into the system. 1. Select the month and date for the system. 2. Set the time for the system. Time zone The Time Zone area allows you to set the time zone for the system, and whether daylight savings time is used in your region.
IP CONFIGURATION The IP Configuration page allows you to set up the system for Internet communications. The Internet can be used for external IP extensions, a VoIP network, a subscription to a VoIP service, and remote configuration. 1. Select the IP Configuration page. System IP settings The System IP Settings area shows IP addresses.
Local proxy If your system has multiple units, the Local Proxy area displays and allows you to change the unit acting as local proxy. The local proxy handles Internet communications for the system. It establishes connections across the Internet, and then routes Internet data to and from each unit.
If the unit is not behind a router, or if a private virtual network is used, the public IP address should be set to the local IP address of the unit acting as local proxy. Note that it will take up to one minute for the new static public IP address to take effect. Router port forwarding The Router Port Forwarding area displays the type of gateway device (i.e.
d) Set up port forwarding using the information from the Manual Port Mapping window. See your router documentation for instructions on how to map ports. For information on configuring routers and mapping ports, visit http://www.portforward.com/english/ routers/port_forwarding/routerindex.htm. 3. To check the status of each port through the firewall, click Check Firewall. The Firewall Test window appears.
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Map the rest of the ports to the IP addresses indicated in the Manual Port Mapping window. If required, you can map different ports. Select Troubleshooting > VoIP. 4. Map ports 9393, 8485 and 8486 (Type: TCP) to the unit acting as local proxy to allow remote configuration of the system.
ON-HOLD/RINGBACK Music on hold plays when a caller is on hold, or is being transferred to an extension. The system plays a double beep tone or ringback tone by default, but you can have it play music or a recorded message instead. The system can play music on hold from an internal .wav file or from an external audio source.
b) Click Load Wav file. The Select Wav File window appears. c) Click Browse to select a .wav file. Click Load to load the .wav file into the system. The file size and date loaded will be dispayed. Play and Stop buttons are also provided, if you prefer to listen to the file before loading it.
Transfer settings The Transfer Settings area allows you to select the sound to play while the caller is being transferred from an auto attendant or to another extension. 1. Select the sound to play while the caller is being transferred. Choices are: •...
EMAIL SERVICE The system can send an e-mail if a voicemail message has been left in a mailbox. The e-mail includes the caller ID, and can include the voicemail message as an attachment. The e-mail can optionally include links to delete or save the voicemail message. If you delete the voicemail message, it will be removed from the system.
4. Select the Notification option. Choices include: • Include voice message as attachment — Attaches the voicemail message to the e-mail as a .wav file. The e-mail includes options to save or delete the voicemail from the system. • Email notification only (Full length) — Does not attach the voicemail message to the e- mail, but includes full details about the contents of the voicemail, including sender, time sent and length, along with a talley of new and saved messages.
1. Enter an e-mail address in the Dedicated email address for sending/receiving emails box. When e-mail notifications arrive from the system, this e-mail address will show up in the From field. 2. Enter the name of the Outgoing mail server (SMTP). 3.
ii) Enter the User name of the account from the outgoing server. iii) Enter the Password of the account from the outgoing server. • If the outgoing server uses logon information from the incoming server, and must log on to the incoming server before sending e-mail: i) Select This server requires logon to incoming mail server before sending mail.
Incoming server port numbers The Server Port Numbers area allows you to enter a port number for the incoming server. This is only required if the standard default port number cannot be used. 1. The default Incoming mail server (POP3) port is 110. If required, enter a different port number ranging from 0 to 65535.
Testing the e-mail server settings 1. Click Test Account Settings. 2. Click Save. The system saves the configuration, then the Test Account Settings window appears. 3. Enter an e-mail address in the Test email address box, and then click Start. The following window shows a successful result, with each task completed.
2. To save the voicemail message, the recipient clicks Save message. The e-mail program creates a new e-mail message with the To and Subject fields completed. The recipient sends this e-mail message. Upon receiving the e-mail message, the system will change the status of the voicemail message from “new”...
VOIP CONFIGURATION The VoIP Configuration page allows you to set up the multi-branch VoIP profile for the SIP server or a SIP client, and up to four service provider profiles. You can also view registrar entries, view registration status, set codec options, and reserve VoIP lines for specific setups. The VoIP Configuration page is only present with a VoIP-enabled system.
You can specify which codecs to use by clicking the Codec Options button. See Setting codec options on page 37. Provisioning details SIP server 1. Select the This location is the Proxy/Registrar checkbox. The page enables the View Registrar Entries button. See Viewing registrar entries on page 35. 2.
Line reservation By default, all VoIP lines are available for external IP extensions, multi-branch VoIP network calls, and/or service provider calls on a first-come first-served basis. You can also reserve VoIP lines for a specific use. For example, you could set aside two lines for external IP extensions. Reserving VoIP lines guarantees resources for a specific network.
Setting up a service provider profile A service provider profile contains the settings that allow your system to register with the provider. Service configuration guides for certified VoIP service providers are available in the Windows program folder under Service Configuration Guides. 1.
3. Click the Update configuration button. The essential settings for communication with the service provider’s registration server will be completed automatically. Note: For selected service providers in your region, a link may appear beside the Profile Name to permit easy access to the provider’s website. 4.
a) Click Settings. The Keep Alive Settings window appears. b) Select the method used to keep ports open. Choices are: • Simple ping — A standard ping message that works with all SIP servers. • Nortel ping — A ping message that works with Nortel SIP servers (e.g. Nortel MCS 5200).
1. Click View Registrar Entries. The Registrar Entries window appears. • Client lists the VoIP numbers set up within the system. • Contact lists the address information used by the SIP server to contact the client. It is comprised of the VoIP number, public IP address and port number. •...
2. Choose All Registrations or an active profile. • Client lists the VoIP numbers set up within the system. • Status is the registration status (Registered or Not registered). • Expires is the amount of time, in seconds, until the client has to re-register with the SIP server.
LOCAL EXTENSIONS/FAX A local extension can either be an analog extension or an IP extension. An analog extension is a device (standard phone, cordless phone, fax machine or modem) connected to an extension jack on the unit. An IP extension is an IP phone connected through a network to a system. An internal IP extension is a phone connected on the same LAN as the system.
Extension tab 1. Select the Local Extensions/Fax page. 2. Click Add. 3. In the Add User / Extension dialog box, select the Extension type. Choices are Regular phone or fax and IP Extension. Regular phone or fax allows you to set up an analog extension.
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6. Enter the user’s First name and Last name. The names are used in the dial-by-name directory and caller ID. 7. Enter the Extension number. 8. Select the Manufacturer. We strongly recommend you only use supported IP phones. However, if you have an unsupported IP phone, you can select Other.
Direct line access The Direct Line Access area allows you to select the hunt group that the local extension will use automatically. When an analog phone goes off-hook or a number is dialed on an IP phone, the system will automatically find an available line within that hunt group. Example: You have a fax machine connected to the local extension and don‘t want to reprogram the speed dial numbers with hunt group numbers.
Hotline access The Hotline Access area allows you to select the resource that the extension will connect to. This restricts the extension to one special task, and you cannot use the extension for any other purpose. An analog phone, or a 350i, 450i or 550i IP phone will automatically connect to the resource when you lift the handset, or press the speaker or headset button.
Hunt group permissions The Hunt Group Permissions area allows you to select the hunt groups that the extension can use. You can restrict an extension’s access to specific hunt groups. Each extension has access to all hunt groups by default. 1.
2. Select the Caller ID Settings tab. 3. Set the Phone number used for multi-branch VoIP Caller ID list to the phone number that should be displayed during a call on the multi-branch VoIP network. 4. Set each Caller ID used for Service Provider list to the phone number that should be displayed during a call through the VoIP service provider.
1. Set the Location of the phone. Choices are: • Internal — An internal IP extension is located within the office, and is connected to the same LAN as the unit. • External — An external IP extension is located outside the office, and is connected to the unit via Internet.
Setting up call handling Busy call cascade The busy call cascade is used when the extension is busy. 1. Select the Mode 1 tab or the Mode 2 tab. 2. Select the Busy tab. 3. Set up the first alternative. a) Select the action in the If extension is busy list.
4. If permitted, set up the second alternative. a) Set the If busy or not answered after list to the number of rings to try the first alternative. Choices range from 1 to 9. b) Set the action. c) Select the resource, if applicable. 5.
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b) Select the action. Choices are: • go to voicemail • go to local extension • go to remote extension • go to ring group • play announcement • go to auto attendant • go to extended ringing • go to VoIP location •...
Answered call cascade The answered call cascade is used to enable call screening, typically for cell phone remote extensions. 1. Select the Mode 1 tab or the Mode 2 tab. 2. Select the Answered tab. 3. Set the When a call is answered list. Choices are: •...
Do not disturb cascade The do not disturb call cascade is used when the extension is in Do Not Disturb mode. 1. Select the Mode 1 tab or the Mode 2 tab. 2. Select the Do Not Disturb tab. 3. Set up the first alternative. a) Set the If do not disturb is on for this extension list.
Setting do not disturb mode The user can toggle Do Not Disturb mode by dialing *62 on their local extension. The administrator can enable or disable Do Not Disturb mode for a local extension by phone. 1. Pick up a local extension, or remotely call the system. 2.
1. Choose Options > Transfer Preferences. The Transfer Preferences window appears. 2. Select the appropriate tab. • To configure call handling for calls transferred to local extensions, select the To Local Extension tab (see To local extension tab on page 154). •...
2. Select the Voicemail tab. Note: Depending on the region, an operator may be dialed using 9 or 0. 3. If necessary, select the Activate Voice mailbox checkbox. Mailbox greeting The Mailbox Greeting area allows you to load a greeting, and configure the voice mailbox as a mailbox or announcement.
c) Click Browse to select a .wav file. Click Load to load the .wav file into the system. Play and Stop buttons are also provided, if you prefer to listen to the file before loading it. 3. To configure the voice mailbox as a mailbox, leave the Play announcement only checkbox cleared.
2. Select the Email Notification tab. 3. Select the Enable email notification checkbox. 4. Click Edit. The Select Email Addresses window appears. 5. Select up to four e-mail addresses. Setting up notification by phone 1. Select the Cell/Pager Notification tab. 2.
4. Click Notification Settings. The Notification Settings window appears. 5. Select the notification setting. Choices are: • Select the first option to have the system play the notification message once, when the phone is answered. It will then consider notification to be successful. Note that if there is any answer other than a busy tone, (e.g.
5. Select the interval between attempts, ranging from 5 minutes to 60 minutes. 6. Select the modes when the system will perform notification. Choices include Mode 1, Mode 2 and All Modes. Setting up message waiting light activation If a local extension has a new message in its voice mailbox, the system activates notification on that extension, by default.
Voicemail screening The system can be configured to perform voicemail screening in addition to overhead paging. In this case it will route audio to the PA jack when a caller leaves a voicemail message or a user accesses a voice mailbox. See Paging Options on page 154. NOTE: If a user has dialed *80 to route music on hold through the PA jack, voicemail screening will not interrupt music on hold.
ADDING IP PHONES This section describes how to configure an IP phone as a local extension. An IP phone can be internal (located in the office) or external (located outside the office). We recommend our IP phones and supported third-party IP phones for ease of configuration. The system currently supports the following third-party IP phones: •...
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3. Click the Add button. The Add User / Extension window appears. 4. Set the Extension type to IP Extension. 5. In a multi-unit system, select the unit the extension will be associated with. This unit will hold the voicemail for the extension. Click Next. 6.
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9. Enter the MAC address of the phone: • You can select the Phone MAC Address from a list of automatically-detected phones connected to your LAN. To use this method: i) Click the Select button. A MAC Selection window appears and lists IP phones of the selected type.
IP extension details area 1. Set the Location. Choices are: • Internal — The phone is an internal IP extension located within the office, and is connected to the same LAN as the unit. • External — The phone is an external IP extension located outside the office, and is connected to the unit over the internet.
3. Optionally, you can apply predefined key assignments from a template file using the Open Template button. See Using a key assignment template on page 63. If necessary, use the Default button to restore the keys to their default settings. 4.
If the phone has 50e expansion modules installed, use the pull-down menu to select the number of modules installed. Select the tab associated to each module and configure the keys. 3. Optionally, you can apply predefined key assignments from a template file using the Open Template button.
3. Optionally, you can apply predefined key assignments from a template file using the Open Template button. See Using a key assignment template on page 63. If necessary, use the Default button to restore the keys to their default settings. 4.
7. The phone will request you reboot the phone. Press the Yes softkey to initiate the reboot. It should take no more than 1 minute for boot process to finish. During this process, the phone contacts the unit, which automatically registers and configures the phone. When complete, the phone will display the extension name and extension number.
ADDING 850i AND 860i IP PHONES Installing the base 1. Install the 850i or 860i base according to the instructions in the phone’s start guide. 2. Connect the Ethernet cable from the WAN port on the base to a LAN port on your router or Ethernet switch.
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6. Enter the user’s First Name and Last Name. The names are used for caller ID and the dial-by- name directory. 7. Assign an Extension number. 8. Select the Manufacturer, and then select the Model. 9. Enter the MAC address of the phone: •...
10. Click Finish. 11. In the Extension tab, select the language for prompts heard by the user of the extension in the System Prompt Language list. Setting the prompt language will also change the language for text displayed on the phone itself. 12.
5. Enter the Public IP address or Public domain name of the system as provided by your administrator. To enter a period: a) Press the Options softkey. b) Choose Insert symbol, and then press the OK key. c) Use the navigation keys to choose the period, and then press the OK key. 6.
PHONE PROGRAMMABLE KEY FUNCTIONS Some TalkSwitch/FortiFone IP phone models have programmable keys. The function and associated resources are assigned using Management software in the Local Extensions/Fax > IP Extension Details > Configure Keys page. Supported functions for a phone model typically include most of the items listed below.
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• Pickup ext — Do not select a resource. Press the button or softkey, dial an extension, then dial # (or softkey again) to answer a call from an outside number or extension ringing the selected extension. Lights or icons are not used for Pickup keys. Note: You can also pick up a call at a selected extension by pressing *7, dialing the extension, then pressing #.
ADDING POLYCOM IP PHONES Adding the extension to the system 1. Launch the Management software. 2. Select the Local Extension/Fax page. Click the Add button. The Add User / Extension window appears. 4. Set the Extension type to IP Extension. 5.
9. Enter the MAC address of the phone. The MAC Address is a 12-digit alphanumeric string located in the barcode on the bottom of the phone and the box the phone came in. Click Finish. 10. In the Extension tab, select the language for prompts heard by the user of the extension in the System Prompt Language list.
Configuring the system for external IP extensions If you are setting up an external IP extension: 1. Ensure your system is connected to a network. See Connecting to a network on page 204. 2. Ensure that you have set up a public IP address for the system. See Public IP address on page 16.
Configuring the phone to point to the firmware files Changing the phone Server Address setting to the IP address of the PC with the TFTP program and the firmware files enables the update process. On the phone: 1. Press the Menu key and select Settings > Advanced. 2.
ADDING GRANDSTREAM IP PHONES Adding the extension to the system 1. Launch the Management software. 2. Select the Local Extension/Fax page. Click the Add button. The Add User / Extension window appears. 4. Set the Extension type to IP Extension. 5.
9. Enter the MAC address of the phone. The MAC Address is a 12-digit alphanumeric string located in the barcode on the bottom of the phone and the box the phone came in. Click Finish. 10. In the Extension tab, select the language for prompts heard by the user of the extension in the System Prompt Language list.
Configuring the system for external IP extensions If you are setting up an external IP extension: 1. Ensure your system is connected to a network. See Connecting to a network on page 204. 2. Ensure that you have set up a public IP address for the system. See Public IP address on page 16.
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8. On the following screen, click the Reboot button to apply the settings. Note: The reboot process will be completed when you see the extension number and IP address on the display of the phone. When the phone successfully registers, you will see the filled-in Ethernet icon.
ADDING COUNTERPATH IP PHONES Adding the extension to the system 1. Launch the Management software. 2. Select the Local Extension/Fax page. 3. Click the Add button. The Add User / Extension window appears. 4. Set the Extension type to IP Extension. 5.
10. Choose File > Save. The system will create a configuration file that the phone will download when the phone is restarted. Click the Additional Settings button to set up: • Direct line access (see Direct line access on page 41) •...
4. All VoIP lines are shared by default. You can also reserve VoIP lines for external IP extensions. See Line reservation on page 32. 5. External IP extensions will use the preferred codec selected for the multi-branch profile. The default preferred codec is G.729. You can select a different preferred codec for the multi- branch profile.
d) Set the Authorization user name to the Username set up in step 3 of IP extension details area on page 82. e) If setting up an internal IP extension, set Domain to the IP address of the unit acting as local proxy.
ADDING OTHER IP PHONES Other IP phones with the G.711 codec may work with the system but not all features may be supported. We strongly recommend you use only the supported IP phones. If you connect an unsupported IP phone, select Other as the Manufacturer. As you cannot enable features, or customizations of these phones, further configuration will be limited to the programmable options on the IP phone itself.
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If port forwarding is required but your router doesn’t support uPNP, or automatic port forwarding doesn’t work, the Manual port mapping required link will appear. You will need to configure the router as described below. 1. Select the IP Configuration page. 2.
5. Select the services you want to check. 6. Click Test Ports. The system will check the ports for the selected services. Configuring the router manually If you cannot access the router configuration through the IP Configuration page, configure the router manually.
REMOTE EXTENSIONS A remote extension reaches an external phone by automatically selecting a line from a hunt group and dialing the phone number. For example, a remote extension could reach an employee’s cell phone or home phone, or a phone at a branch office. A caller can connect to a remote extension through the auto attendant, or can be transferred to a remote extension by a call cascade.
The Remote Extensions page allows you to set up a remote extension. Remote extensions are designed to operate with local major telephone service providers. The feature may not function correctly with some telephone and mobile operator’s networks, especially for international phone numbers and mobile phones roaming internationally. Remote Extension tab 1.
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6. Select the hunt group in the Connect Using list. The unit will use a line from this hunt group to connect with the remote extension. We recommend the default Hunt Group 9 (or Hunt Group 0 in certain regions) unless you have set up a different hunt group for calling remote extensions.
b) Select the To Remote Extension tab. • To allow screened transfers, select Allow screening of calls. • To allow blind transfers, select Perform a blind transfer. This is the default selection. 10. If you have the Transfer and Clear service from the telephone company, you can enable the transfer and clear feature.
Mailbox greeting The procedure for setting up the mailbox greeting is identical to that described in Local Extension/Fax. See Mailbox greeting on page 53. Caller options The procedure for setting up the caller options is identical to that described in Local Extension/ Fax.
RING AND PAGE GROUPS A ring group is a group of local extensions that ring in unison. Local extensions and auto attendants can dial a ring group. A page group is a group of extensions that can be paged in unison.
3. Enter the Group name. 4. Assign a Group number. 5. Select a Ring pattern to indicate the call is for the ring group. Click Next. 6. Use the checkboxes to select the local extensions you want to ring in unison. Click Finish. About call cascades See About call cascades on page 45.
GENERAL VOICE MAILBOXES General voicemail is not associated with any extension, but is for general use or for a group. There are 10 general voice mailboxes per unit. The General Voice Mailboxes page allows you to set up general voicemail. 1.
5. Use the checkboxes to select the local extensions you want to receive notification of new voicemail in this box. Click Finish. Mailbox greeting The procedure for setting up the mailbox greeting is identical to that described in Local Extension/Fax. See Mailbox greeting on page 53. Caller options The procedure for setting up the caller options is identical to that described in Local Extension/ Fax.
VOICEMAIL PREFERENCES The Voicemail Preferences page allows you to set up the global message waiting indicator light and the voice mailbox settings. Any changes entered on this window affect all mailboxes. You can also view mailbox data, reset mailboxes, delete the password for a mailbox and disable the password requirement for internal mailbox access.
5. If you selected the Automatically remove blank and ‘hang up’ messages checkbox, set the Only remove messages shorter than list. The system will automatically remove messages that are shorter than the selected length. Choices range from 1 second to 5 seconds. Mailbox access Local extensions can access voicemail without a password if you check Disable password request here.
names recorded for the dial-by-name directory from these mailboxes as well. If you need to listen to the voicemail messages of an extension before resetting the mailbox, you can download them from the Voicemail Memory Usage window (see Mailbox status on page 98), or disable the password to listen to them from an extension (see Delete password on page 99).
VOICEMAIL BROADCAST Voicemail broadcast distributes a recorded message to a group of voice mailboxes. You can set up to ten voicemail broadcast groups system-wide. Add Broadcast Group 1. Open the Voicemail Broadcast page. 2. Click Add. 3. Enter a name for the group. 4.
1. Select the Permissions page. Activate access codes The Activate Access Codes for Outgoing Calls area allows you to enable the access code feature. You can set up access codes for up to 150 people. You can also restrict local extensions, by selecting those that require an access code to make an outside call.
Removing an access code 1. Select the access code. 2. Click Clear Code. Extensions requiring an access code The Extensions Requiring an Access Code area allows you to restrict selected extensions, select all extensions, or clear all restrictions. Restricted local extensions will require an access code to make an outgoing call.
SYSTEM SPEED DIALS System speed dials allow the user to quickly dial an outside phone number from any local extension by dialing a speed dial number. Because the speed dial numbers are maintained within the system, they don’t need to be programmed into each individual phone. If a new client is added or an existing client’s phone number changes, you can add or modify the speed dial number, and all users will have immediate access to the new phone number.
3. Enter a First name and Last name. 4. Assign a Speed dial number. 5. Enter the Phone number. Valid characters are 0–9, -, , (pauses dialing for two seconds), w (pauses dialing until a dial tone is detected), * and #. The phone number can be up to 19 characters long.
1. Click Select File. The System Speed Dial List (Import) window appears. 2. Select the .csv file, and then click Open. A progress bar appears. 3. Click Close. 4. Choose File > Save to save the imported speed dial list to the unit. Imported speed dial numbers will use the first available hunt group (i.e.
1. Click Export. The System Speed Dial List (Export) window appears. 2. Enter the name of the .csv file, and then click Save. A progress bar appears. 3. Click Close. Caller ID name tagging The Caller ID Name Tagging area allows you to enable the substitution of the caller ID name with the name from the System Speed Dials page.
TELEPHONE LINES The Telephone Lines page allows you to set up the telephone numbers, telephone company services, and call handling for each telephone line. You can also optimize the unit to match the telephone lines. 1. Select the Telephone Lines page. Activate line The Activate Line area allows you to activate a telephone line.
1. Enter the phone number of the telephone line in the Main number box. 2. If the telephone line has the Distinctive Ring service, and you want to set up different call handling for the distinctive ring numbers: a) Select the Distinctive ring 1 and Distinctive ring 2 checkboxes. b) Enter the distinctive ring numbers.
Line reversal settings Line reversal is used in some regions to exchange signals between the telephone company and your telephone equipment. Line reversal can improve performance and lower costs on busy telephone lines. Check with your telephone company to see whether line reversal is used, and when.
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2. Select the action you wish to apply: • go to auto attendant — plays the selected auto attendant. • go to local extension — goes to the specified extension. Busy or unanswered calls will follow the call cascade for that extension. •...
Line optimization The Line Optimization area allows you to calibrate the unit to match the telephone lines. Optimization calibrates transmission for the type of telephone line or equipment connected to the unit by setting the far end impedance. Optimization improves performance for call bridge (DISA) and call forwarding.
VOIP NUMBERS A VoIP number is like a telephone number. It allows a caller to dial the system across the multi- branch VoIP network or through a VoIP service provider. Each VoIP number must be unique (i.e. only used at one location). The administrator for all locations needs to assign and keep track of the VoIP numbers within the multi-branch VoIP network.
3. Select the profile for the VoIP number. Choices are: • Multi-branch — The VoIP location number will use the multi-branch VoIP network. The Phone Number area will contain the VoIP location number box. • Service provider (1 to 4) — The VoIP number will use the service provider. The Phone Number area will contain the Country Code box, City or Area Code box and Number box, and the User Name and Password area will be enabled.
Registration status See Viewing registration status on page 36. Call handling The Call Handling area allows you to set up what happens when a call comes in from this line. Calls can be handled differently in each of the three modes. Calls can be sent directly to an extension, or they can ring extensions, go to an auto attendant, ring group, voice mailbox, announcement or VoIP location.
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ii) Select the local extensions to ring. iii) For each selected extension, set when the local extension will start ringing. All extensions ring after the first ring by default. If you assign a different value to each extension, the extension with the lowest number of rings will ring first.
CALLER ID (OR CLID) BASED ROUTING Incoming calls include caller ID information. The caller ID (referred to as CLID in some regions) includes the phone number and perhaps the name of the caller. The Caller ID Based Routing page allows you to set up call handling based on the caller ID information. The system will check the caller ID of each incoming call.
Caller ID lookup list or CLID matching list The Caller ID lookup list area (or CLID matching list in some regions), allows you to define up to 200 caller ID entries. Each entry has an optional name, a phone number and a routing assignment.
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For example, when an important client calls, the system can ring the president during the day. If the president doesn’t answer, the call can be routed to voicemail. A voice mailbox can immediately answer the call when Mode 2 is active at night or on weekends. The call can go directly to the president’s remote extension during Holiday Mode.
iv) Set up call handling to route an unanswered call. Perform no action causes a generic auto attendant to answer after 15 rings to allow authorized callers to make configuration changes, access voicemail or dial extensions. v) Select when the system will perform call handling. Setting up caller ID routing with an extension A user can set up caller ID routing with their extension, once the call is terminated.
LINE HUNT GROUPS IMPORTANT: Ensure that hunt group 9 or 0 is assigned to the group of telephone lines or VoIP trunks used for calls to emergency services. A line hunt group is a set of lines that are available for making an outbound call. It can use selected telephone lines, all VoIP lines associated with the multi-branch VoIP network, or all VoIP lines associated with a service provider VoIP network.
1. Select the Line Hunt Groups page. Note: Depending on the region, an operator may be dialed using 9 or 0. Activate hunt group The Activate Hunt Group area allows you to activate and name a hunt group. 1. Select a hunt group. 2.
2. If you set Line type to Phone lines: a) Click Add/Remove Lines. The Add/Remove Telephone Lines window appears. b) Select the telephone lines for the hunt group, and then click OK. c) Change the order of the lines by selecting a line, and then clicking Move Up and Move Down.
If the dialed hunt group and the overflow hunt group are both busy, the user will hear the busy tone. A hunt group that contains telephone lines can have overflow hunt groups that contain telephone lines or VoIP lines. Similarly, a hunt group that contains VoIP lines can have overflow hunt groups that contain telephone lines or VoIP lines.
AUTO ATTENDANTS An auto attendant can answer a telephone line or VoIP number, and can be included in the call cascade of a local extension, remote extension or ring group. An auto attendant can answer a call if the receptionist is away or if you don’t have a receptionist.
The recording time for internal music on hold, voicemail, and the auto attendants is shared on the unit. Configuring auto attendants 1. Select the Auto Attendants page. Note: In the Actions During Auto Attendant Playback section, depending on the region, callers can press either 0 or 9. The Activate Auto Attendant area allows you to activate an auto attendant.
Actions during auto attendant playback The Actions During Auto Attendant Playback area allows you to configure the auto attendant with up to six options, associated with the caller pressing 0 (9 in some regions), 1, 2, 3, 4 or 5. 1.
Action performed after auto attendant playback The Action Performed After Auto Attendant Playback area allows you to set up how the system will react if the user makes no selection. This can occur if the caller does not understand the prompts, does not have tone dialing on their phone, or prefers to speak with a person.
3. Enter the system password, followed by #. 4. Dial 4 [auto attendant number] # to record the message. For example, dial 41# to record the message for auto attendant 1. 5. Press # when you have completed saying the message. 6.
Example auto attendant The following auto attendant answers incoming calls, and plays the following recorded message: “Welcome to ABC Company. If you know your party’s three-digit extension, you may dial it now. To reach the receptionist, dial 0 (9 in some regions) or stay on the line. Dial 1 to find your party’s extension in our dial-by-name directory.
3. Have each user set up their voice mailbox by dialing **# and then following the prompts. They will record their names for the dial-by-name directory. Alternatively, you can set up their voice mailboxes by dialing ** + voice mailbox number + # and then following the prompts.
AUTO ROUTE SELECTION Introduction Enable password protection when ARS or toll restriction is used. Change the system password frequently to prevent unauthorized users from making calls or changing the configuration. See Administration on page 7. About automatic route selection Automatic route selection (ARS) routes outgoing calls to a certain hunt group depending on the leading digits.
About carrier codes A carrier code is prefixed to the phone number dialed by the user. It tells the telephone company to route the call to an alternative carrier. For example, the carrier code could be a calling card number and PIN number. ARS determines the carrier code based on the leading digits and the time of day.
Setting up automatic route selection and toll restriction The Auto Route Selection page allows you to set up automatic route selection (ARS) and toll restriction. 1. Configure the system password and hunt groups before setting up ARS and toll restriction. 2.
Carrier code prefixes The Carrier Code Prefix area allows you to set up carrier codes the system will automatically use when the leading digits are dialed. A carrier code is prefixed to the phone number dialed by the user. It tells the telephone line service provider to route the call to an alternative carrier. For example, the carrier code could be a calling card number and PIN number.
a) Click ARS Hunt Groups. The ARS Hunt Groups window appears. b) Select the Hunt group checkboxes. The selected hunt groups will be subject to ARS and toll restriction. c) If 3-Way Calling/Conference is selected in the Telephone Lines page, the Hunt Group 80 is used for Same Line Connect checkbox is enabled.
Fortinet or its distributors and resellers, with regard to the accuracy of these features and that the use of such a features may not be considered by a telephone company in any disputes which may arise regarding the accuracy of any subscriber's telephone account.
CALL BRIDGE (DISA) Call bridge lets a travelling user place a call through the system using your company’s long-distance savings plan. This minimizes long-distance and hotel telephone costs. You can set up eight call bridge accounts for the system. The Call Bridge (DISA) page allows you to set up the name, password and hunt groups for up to eight call bridge accounts.
Hunt group access The Hunt Group Access area allows you to select the hunt groups that can be used with the call bridge account. 1. Click Edit. The Hunt Group Access window appears. Note: Depending on the region, callers can access either Hunt Group 9 or Hunt Group 0. 2.
AUTO CALL BACK Auto call back lets a travelling user gain access to the system without completing the call to the telephone line or VoIP number. This minimizes long-distance and hotel telephone costs. You can set up four auto call back accounts per unit. The Auto Call Back page allows you to set up auto call back accounts.
3. Enter the auto call back password + # to enter the system menu. From the system menu you can: • Dial an extension. After you complete the call, you will be disconnected. • Check your voicemail by dialing ** + extension. After you check your voicemail, press * to return to the system menu.
a) Choose Options > Call Back. The Call Back Options window appears. b) Select the number of rings the unit should wait before hanging up. Account options The Account Options area allows you to set up the announced message, password and dialing prefix. 1.
Recording an announced message This procedure describes how to record the announced message played by the unit when the call back is answered. 1. Pick up a local extension connected to the unit, or remotely call a telephone line or VoIP number connected to the unit.
PROMPTED CALL BACK Prompted call back lets a travelling user gain access to the system. This minimizes long-distance and hotel telephone costs. You can set up one prompted call back account for the system. The Prompted Call Back page allows you to set up prompted call back for the system, including the name, call back number, announced message, password, dialing prefix, and hunt groups.
When the system returns your call, it can play a default message that tells the recipient to press # to accept the prompted call back. You can record and enable an announced message that will be played instead of the default message. For example, the announced message can tell the front desk at your hotel to transfer the call to your room.
3. To select the hunt groups the user can dial, select the Allow access to hunt groups checkbox. This way the user can receive the call back, and then place an outbound call through the system. The window enables the Edit button. 4.
FILE MENU The File menu has commands for working with configuration files. A configuration file contains parameter settings for the system and has the .tsd extension. The unit uses parameter settings to control operation. The default location for storing configuration files is C:\Program Files, in the folder for the system.
Open > Location The Open > Location command connects to the selected phone system and retrieves the configuration. The unit can be local or at a remote location. You can then modify the file using the Management software. The command is only available when no configuration is open. 1.
Save The Save command saves the configuration to the open configuration file or to the connected unit. The unit can be local or at a remote location. NOTE: New settings must be saved to the unit to take effect. Save To > File The Save To >...
2. To save the configuration to the auto-discovered local system, select the unit configured as proxy, and then click OK. 3. To save the configuration to a remote system: a) Click Other. The Connect Via IP window appears. b) Enter the URL/IP address of the remote system, and then click OK. You can also choose the system from the address book.
TOOLS MENU Memory Usage 1. Choose Tools > Memory Usage. The Memory Usage window appears. It shows the amount of time provided by the units, and the amount of time used by voicemail and auto attendant messages. The recording time for internal music on hold, voicemail, and the auto attendants is shared on the unit.
Syslog Output The Syslog Output command allows you to set up logging of system status information. Use this as directed by VoIP service providers. Call Logging Output (CDR) The Call Logging Output (CDR) command allows you to set up logging of call detail records. For information about call logging, see Enabling call detail record logging on page 199.
Update Firmware The Update Firmware command shows the firmware version of the units and the latest firmware version available with the Management software. It allows you to update the units with a newer firmware version. 1. Choose Tools > Update Firmware. The System Firmware Update window appears. 2.
Reboot System The Reboot System command reboots the units at the specified time. This is required after updating the firmware, unless you selected the Auto-Reboot checkbox, and the units rebooted automatically. 1. Choose Tools > Reboot System. The Rebooting System window appears. 2.
OPTIONS MENU The Options menu has commands for configuring the system. Paging Options The Audio Output Options section allows you to set the audio from the PA jack. 1. Choose Options > Paging. The Paging Options window appears. 2. Select the audio that is output from the PA jack. Choices are: •...
1. Select the To Local Extension tab. 2. Select the option if the extension is busy: • Ring back the extension that transferred the call — If the extension is busy, transfer the call back to the source extension. • Perform the Busy action —...
3. Select the option if the remote extension is unanswered: • Ring back the extension that transferred the call — If the remote extension is unanswered, transfer the call back to the source extension. • Perform the No Answer action — If the remote extension is unanswered, perform the remote extension’s No Answer call cascade.
From auto attendant tab The From Auto Attendant tab allows you to set the PBX extension length and disable the transfer prompts. 1. Select the From Auto Attendant tab. 2. If the system is used as an auto attendant for another PBX, set the PBX extension length to the number of digits the PBX uses for its extensions.
VoIP Trunking The VoIP Trunking command allows you to set the SIP server registration message interval, the SIP server port, and the starting RTP port. These settings are used if this location is the SIP server for a multi-branch VoIP network. 1.
Each unit with eight VoIP lines requires eight RTP ports. The RTP ports are evenly numbered from the starting port as follows: • unit 1 — 6100 to 6114 • unit 2 — 6200 to 6214 • unit 3 — 6300 to 6314 •...
Call Back The Call Back command allows you to set the number of rings the unit will allow before hanging up, during an auto call back or prompted call back. 1. Choose Options > Call Back. The Call Back Options window appears. 2.
Set Date & Time The Set Date & Time command allows you to set the time, date, time zone, and NTP server. See System time on page 13. C O N F I G U R A T I O N...
TROUBLESHOOTING MENU The Troubleshooting menu allows access to diagnostics and advanced settings. Do not adjust these settings unless advised to do so by your local dealer or technical support centre. The default settings should provide correct operation. If your system does not appear to be functioning properly, first ensure the country where the system operates is set correctly in the Registration Selection field of the About page, then save your configuration to the system.
Extensions > Regular Analog Extensions The Extensions > Regular Analog Extensions window allows you to set analog extension timers and the volume level. Do not adjust these settings unless directed by your local dealer or technical support centre. The default settings should provide correct operation. If your system does not appear to be functioning properly, first ensure the country where the system operates is set correctly in the Region Selection field of the About page, then click the Use Defaults button on this window.
Extensions > IP Extensions The Extensions > IP Extensions window allows you to set the amount of time between registration messages from IP extensions. You can also change the Starting SIP, Base RTP and HTTP ports. Do not change the following controls unless directed by your local dealer or technical support centre.
Transmit Levels Adjust the parameter if callers complain of low volume on calls. Phone Configuration Click to open a browser with detailed configuration files for each IP extension. Fax Detection The Fax Detection window allows you to set up detection of Fax Over IP and CNG tones. Do not change the following controls unless directed by your local dealer or technical support centre.
Telephone Lines > Audio The Telephone Lines > Audio window allows you to automatically calibrate the unit to match the telephone lines and select the volume level on the lines. For the best call audio quality and volume levels, your system parameters must be matched to your telephone lines.
Telephone Lines > Detection and Timers The Telephone Lines > Detection and Timers window allows you to set telephone line timers, and perform the ring pattern test. Do not adjust these settings unless directed by your local dealer or technical support centre. The default settings should provide correct operation.
2. Click Test Ring Pattern. Call one of the telephone lines. After three rings the window will adjust to reflect the results of the test. The time is displayed in milliseconds. The Call waiting and other Flash/Recall Based Services timer sets the time required for a Flash/ Recall signal to activate calling features on a telephone line.
View Blocked IP Addresses If the system detects IP traffic that appears malicious or may impair operation of your phone system, it will block traffic from the source IP address. The View Blocked IP Addresses area provides a hyperlink to a page that displays blocked IP addresses. Firewall Test The Troubleshooting >...
System Information and Diagnostics This window provides system information and diagnostics for the system as a whole, for local extensions, VoIP numbers, your network and memory usage. System Information The System Information tab includes general system information, MAC and IP addresses, system ID software and firmware versions, languages and uptime.
Support Tools > Call Logging Options CAUTION: This feature is intended for the exclusive use of technical support personnel. Do not use this feature unless directed by your local dealer or technical support centre. The Troubleshooting > Support Tools > Call Logging Options window provides diagnostic logging tools to capture call data and phone system events.
3. Select the CP Logging url to open a browser interface to permit detailed logging of phone system events. 4. Click OK to exit the Logging window. Support Tools > Email Software Configuration Logs The Troubleshooting > Support Tools > Email Software Configuration Logs window allows you to automatically e-mail log files to Customer Support.
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3. Enter the Case ID supplied by Technical Support. If you use a different e-mail client, or don’t have one configured (e.g. you use a web-based e- mail service like Hotmail) you can manually e-mail the log files. Enter the Case ID in the Subject line.
C H A P T E R 3 USING YO UR PHONE SYSTEM RECEIVING CALLS With the auto attendant If you don’t have a receptionist, the auto attendant helps you handle all your inbound calls. Once an auto attendant has been configured and recorded, it will follow the instructions given in the configuration.
The users at the dialed extensions can't reply through the speakerphone. You can perform one-way group paging from a local extension to TalkSwitch analog phones and TalkSwitch IP phone models 350i, 450i and 550i.
Click-to-Dial from Microsoft Outlook Dialing directly from Outlook requires the Click-to-Dial utility to be installed on your computer. Visit http://global.talkswitch.com to download and install the software. To call a contact from Outlook, follow the Outlook instructions for initiating calls. Receiving calls The steps below apply when an analog extension is ringing.
Placing calls on hold 1. Press Flash or Recall to place the call on hold. 2. Press Flash or Recall again to take the call off hold. 3. If you have multiple callers on hold or in queue at your extension, press Flash 7 or Recall 7 to retrieve callers on a first in/first out basis.
Unscreened transfer 1. Press Flash or Recall to put the caller on hold. 2. Dial 9 (0 in some regions) or 81–88 to choose a hunt group. 3. Dial the outside phone number. 4. Press Flash 4 or Recall 4 to complete the transfer. Do not hang up to complete the transfer, because this disconnects the call.
• If the call was transferred from another extension and the extension has a voice mailbox, but there is no auto attendant on this line with a main menu to return to: “The extension you have reached is currently busy. If you wish to continue holding, please remain on the line. To leave a voicemail message, press one.”...
Two local extensions and one outside caller You do not require access to the telephone company’s 3-Way Calling/Conference service to use the conference calling capabilities. 1. Establish a call with an outside party. 2. Press Flash or Recall to place the outside caller on hold. 3.
Two-way paging is a call from a local extension to another local extension that activates the speakerphone of the dialed extension. The user at the dialed extension can reply through the speakerphone. You can perform two-way paging from a local extension to a TalkSwitch analog phone and TalkSwitch IP phone models 350i, 450i and 550i.
2. If your system requires permissions for outgoing calls, enter your access code. 3. Dial the phone number. 4. Depending on your IP phone, press Dial, Send or #. Extensions can be restricted to specific hunt groups, and can block certain outbound calls. See Hunt group permissions on page 43 and Auto Route Selection on page 131.
Placing calls on hold 1. Press Hold. 2. If you have multiple callers on hold or in queue at your extension, you can retrieve them on a first in/first out basis. Depending on your phone, you can either: • Press the flashing line key that corresponds to the caller on hold. •...
Unscreened transfer 1. Press Transfer or xfer to put the caller on hold. 2. Dial 9 (0 in some regions) or 81–88 to choose a hunt group. 3. Dial the outside phone number. 4. Press Transfer or xfer to complete the transfer. Do not hang up to complete the transfer, because this disconnects the call.
• If the phone supports call waiting caller ID, you hear a beep followed by a short blip. • If the phone does not support call waiting caller ID, you hear a beep. When the call waiting notification beep is heard, you can pick up another line and dial 7 and press Dial, Send or # to put the current caller on hold and answer the new caller.
PROGRAMMABLE PHONE KEY FUNCTIONS Most TalkSwitch IP phones have programmable keys. The function and associated resources are assigned using the Management software in the Local Extensions/Fax > IP Extension Details > Configure Keys page. Supported functions for a phone model typically include most of the items listed below.
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# to page the extension in Intercom mode. The intercom page function can only page TalkSwitch phones. Lights or icons are not used for Page keys. Note: You can also page a TalkSwitch phone by pressing *84, dialing the extension, then pressing #, or the Dial key or softkey.
USING VOIP A multi-branch VoIP network provides inter-branch connectivity. It requires a VoIP-enabled phone system at each location. A multi-branch VoIP network has 50 VoIP numbers (250–299) that can be dialed from an extension or auto attendant. The system automatically finds the VoIP lines for placing these calls.
FORWARDING CALLS OUT OF THE OFFICE Automatic call forwarding The auto attendant can forward an office call to a remote extension. Use the auto attendant message to prompt callers to select your remote extension number(s). (e.g. “To speak to John Smith, dial 211.”) Manual call forwarding If you have answered a call at a local extension, you can forward the call to a remote extension.
Screening options for forwarded calls The screening options for call forwarding are configured in the Management software using the Answered tab in the Remote Extensions page. Forwarding calls with screening When play accept/reject prompt is configured in the Answered call cascade option in the Remote Extensions page, the system plays a pre-recorded prompt to callers asking them to hold and then dials your call forwarding number.
USING THE VOICEMAIL SYSTEM Internal music on hold, voicemail, and the auto attendants use the memory of the phone system. If you need to expand the memory, talk to your reseller. There is a limit of 99 voicemail messages per mailbox, so users should delete messages before the mailbox fills up.
Retrieving messages and accessing a voice mailbox The first time you access your voice mailbox, you are prompted to assign a password, record a greeting and record your name for the dial-by-name directory. For the general mailboxes, there are no directory listings and you are not prompted to record a name.
By default, the auto date and time stamp is on. This information is played at the end of each message. If you have caller ID service, the phone number is displayed with the time and date. 6. Dial 4 to record your name for the dial-by-name directory. If you haven’t recorded your name for the directory or if you wish to change the recording, dial 4.
MUSIC ON HOLD The system can play music to callers when they are on hold, parked or queued. The music played is provided by the source you have connected to the music jack or from a sound file (8 KHz, 8 bit, mono, u-law, .wav format) stored on the unit(s).
SWITCHING MODES Ensure the Management software is closed during automatic mode switching, or if an administrator is switching modes remotely. In these cases, the mode cannot switch while the Management software is open. Note that the mode can switch while the Management software is open, if you are switching modes using the software.
USING CALL BRIDGE AND CALL BACK Working together, call back and call bridge act as your personal long-distance operator. Whether you are across town or around the world, these two features allow you to place calls from your office telephone line. You can make a call to the phone system, access a telephone line connected to it and enter the number you want to dial.
Using call back involves 3 steps: 1. Call your system phone number to activate call back. 2. Answer and accept call back. The system calls you back within 30 seconds. 3. At the auto attendant you can choose to perform call bridge, dial an extension, access and retrieve voicemail or configure your system.
Using the announced message option The Use announced message option allows the call back from the system to reach you when you are in a hotel or an office where calls are intercepted by a receptionist or switchboard operator. When the call back is answered, the system begins playing your pre-recorded message (e.g. “Please forward this call to Bob Smith in room 312”).
C H A P T E R 4 CA LL DE TA IL RE CO RD LO G G ING INTRODUCTION This chapter covers the setup and retrieval of call detail records (CDRs), which are records generated by calls through the phone system. The unit can store the CDRs.
Unit The Unit area allows you to select the unit that will store the CDRs. It is enabled when you select Store to file on unit. 1. Select the unit that will process the CDRs. Only active units are available. Email log file The Email Log File area allows you to have the system regularly e-mail a log file containing the CDRs.
4. Enter the system name in the User Name field of the Log in window, and the system password in the Password field. The browser then shows the Welcome screen. 5. Click the Call Detail Record (CDR) Management link. The browser shows the Call Detail Record (CDR) Management screen.
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Each column contains specific information related to the current state of the call. The following is a list of the columns with a description: 1. Type — This column can contain the following characters: • I — Inbound call • T —...
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11. Account Number — This column contains an account number that the user can assign after a call. This allows you to group calls together that may have been placed over time to calculate the total amount of time spent with a particular customer. The account number can be a numerical code up to 15 digits long.
To test the VoIP call capacity based on your Internet connection speed, perform the test found in the support section at http://global.talkswitch.com. V O I P I N F O R M A T I O N...
CONFIGURING IP ADDRESSES Setting the system IP settings Each system must be configured with a local IP address. These addresses are used to direct VoIP calls to the appropriate location. 1. In the Management software, select the IP Configuration page. By default, Obtain IP and DNS information automatically is selected and the area shows IP addresses from the router.
Setting the public IP address If you are setting up an external IP extension, or the SIP server of a multi-branch VoIP network, you must configure a public IP address for the system. Some service provider VoIP networks also require the system to have a public IP address. 1.
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3. If you selected Static public IP address, enter the Current public IP address from your Internet Service Provider. Leave the Public domain name box blank. If the system is not behind a router, or if a private virtual network is used, the public IP address is the local IP address of the system acting as local proxy.
CONFIGURING THE ROUTER The Router Port Forwarding area of the IP Configuration page displays the type of gateway device (i.e. the type of router), the IP address of the gateway (i.e. router), and whether router configuration is required. A router is a gateway between the local area network and the Internet. Most routers have a firewall to block unwanted data from the Internet.
4. To check the status of each port through the firewall, click Check Firewall. The Firewall Test window appears. 5. Select the services you want to check. 6. Click Test Ports. The system will check the ports for the selected services. Configuring the router manually If you cannot access the router configuration through the IP Configuration page, configure the router manually.
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Map the rest of the ports to the IP addresses indicated in the Manual Port Mapping window. If required, you can map different ports. Select Troubleshooting > VoIP. 4. Map ports 9393, 8485 and 8486 (Type: TCP) to the unit acting as local proxy to allow remote configuration of the system.
EXTERNAL IP EXTENSIONS Warning: Using an external IP extension to call an emergency service number will not send the correct address to the emergency operator. We strongly recommend that you apply a warning label to any external IP extension stating: If an emergency call is made from this phone, you must provide your address to the emergency operator.
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c) Confirm Extension status is Registered, and the phone’s IP address appears in the IP Extension Details area. 3. Optionally, set the Time zone of the extension. 4. Optionally, perform advanced VoIP configuration: a) All VoIP lines are shared by default. You can reserve VoIP lines for the external IP extensions.
MULTI-BRANCH VOIP NETWORK A multi-branch VoIP network has at least one SIP device at each location. A SIP device is a VoIP- enabled phone system, IP telephone or SIP gateway. One system in the network acts as the SIP server. The other SIP devices are SIP clients. A user, auto attendant or call cascade can dial a VoIP number to reach an extension, auto attendant or voice mailbox at any location.
SETTING UP A MULTI-BRANCH PROFILE FOR THE SIP SERVER The multi-branch profile for the SIP server shows registration details and contains authentication information. 1. Connect to the system that will act as the SIP server. 2. Select the VoIP Configuration page. 3.
SETTING UP A MULTI-BRANCH PROFILE FOR A SIP CLIENT The multi-branch profile for a SIP client contains registration details and authentication information. 1. Connect to the system that will act as the SIP client. 2. Select the VoIP Configuration page. 3.
CONFIGURING VOIP NUMBERS FOR A MULTI-BRANCH VOIP NETWORK A VoIP number is like a telephone number, and is used to dial a system at a particular location. Each VoIP number must be unique (i.e. only used at one location). VoIP numbers permit direct dialing from any extension, auto attendant or call cascade to any extension, auto attendant or voice mailbox in the multi-branch VoIP network.
SETTING UP LINE HUNT GROUPS IMPORTANT: Assign hunt group 9 or 0 to the group of telephone lines or VoIP trunks used for calls to emergency services. Failure to properly configure hunt groups could prevent emergency calls. If a VoIP-enabled system is present, hunt group 88 uses the multi-branch VoIP network by default, and the other hunt groups use telephone lines.
VERIFYING THE MULTI-BRANCH VOIP NETWORK If you are configuring the multi-branch profile for the SIP server, the window enables the View Registrar Entries button. Clicking the button shows the Registrar Entries window with a list of VoIP numbers, their IP addresses and port numbers, and the number of seconds until their registrations with the SIP server will expire.
SERVICE PROVIDER VOIP NETWORK Using a service provider VoIP network requires at least one VoIP-enabled phone system. The service provider acts as the SIP server. The service provider assigns the VoIP numbers and VoIP configuration parameters. For example, the following illustration shows a service provider VoIP network. Figure 4: Service provider VoIP network To reach an outside party, the user dials the hunt group number associated with the service provider profile, and then dials the phone number.
SIP server. If you are using an approved VoIP service provider, visit the support website at http:// global.talkswitch.com to access the service configuration guide for your VoIP service provider. Otherwise use the procedures in this section. 1. Select the VoIP Configuration page.
3. Click the Update configuration button. The essential settings for communication with the service provider’s registration server will be completed automatically. 4. If you want to customize other aspects of your VoIP lines, you may do so in the System VoIP Options area.
b) Select the method used to keep ports open. Choices are: • Simple ping — A standard ping message that works with all SIP servers. • Nortel ping — A ping message that works with Nortel SIP servers (e.g. Nortel MCS 5200).
SETTING CODEC OPTIONS If you are using an approved VoIP service provider, visit the support website at http:// global.talkswitch.com to access the service configuration guide for your VoIP service provider. The service configuration guide lists supported codecs. A codec is a method of compressing and decompressing audio signals for communication across a network.
CONFIGURING VOIP NUMBERS FOR A SERVICE PROVIDER VOIP NETWORK If you are using an approved VoIP service provider, visit the support website at http:// global.talkswitch.com to access the service configuration guide for your VoIP service provider. Otherwise use the procedures in this section.
SETTING UP LINE HUNT GROUPS IMPORTANT: Ensure that hunt group 9 or 0 is assigned to the group of telephone lines or VoIP trunks used for calls to emergency services. Failure to properly configure hunt groups could prevent emergency calls. A line hunt group is a set of lines that are available for making an outbound call.
ADVANCED VOIP CONFIGURATION Optionally, perform advanced VoIP configuration. Setting up caller ID The VoIP Caller ID area allows you to set up the source for caller ID for outbound VoIP calls. The same setting is used for the multi-branch profile and all service provider profiles. Extension names are used by default.
3. Select the number of VoIP lines to set aside for each service. Choices range from 1 to the number of unreserved VoIP lines at this location. Shared means no VoIP lines are reserved for this service. Only unreserved lines will be available. 4.
MULTI-BRANCH VOIP NETWORK ADMINISTRATION FORM Use this form to keep track of VoIP numbers assigned to locations within a multi-branch VoIP network. Location of the SIP server:__________________________________________ Equipment at the SIP server location:_________________________________ VoIP numbers assigned to the SIP server location:_______________________ VoIP numbers assigned to locations Location name Equipment...
C H A P T E R 6 TRO U BL E S H O O TI NG A N D SU PPO R T TROUBLESHOOTING • What the flashing lights mean • Configuration • Auto attendant • Music on hold •...
Line 1 and 2 flash alternately with line 3 and 4 The system’s network IP address is the same as another device on the network. If the IP address of your system was automatically assigned by a DHCP server (e.g. router) on your network, reboot the unit to allow it to obtain a new IP address.
Auto attendant The auto attendant does not play when calls come in 1. Check if the line light on an incoming call is flickering while the phone is ringing. If not, replace the phone cord. 2. Make sure you have an auto attendant message recorded. 3.
To decrease the number of rings before an auto attendant answers: 1. Open the Management software, select Lines and Greetings > Telephone Lines. The Telephone Lines section appears. Under the Call Handling section, set the Routing option to less than the phone company's voicemail number of rings, or to immediately.
Answering and fax machines The answering machine and/or fax machine picks up calls before they can be answered by telephone extensions 1. Check the ring sequence for the telephone line, telephone number and mode. Ensure the extension for your fax machine and/or answering machine is not set to answer calls at the same time as your telephone extensions.
Extension(s) ring, but there is no caller This can occur when a caller hangs up after the auto attendant has begun to play. In some areas, the telephone company’s disconnect/clear signal is weak. The auto attendant may not be able to pick up the disconnect signal as soon as a caller hangs up. The auto attendant will not receive a response after playing its message and the call will fall through to your settings in the Action Performed After Auto Attendant Playback area in the Auto Attendants page.
Example: You have two units, six telephone lines and 12 employees. The six lines have the hunt/rollover service from the phone company. Suggested setup: Plug the four highest traffic lines into unit 1. Also, connect the eight highest phone usage employee extensions to unit 1.
A P P E N D I X A FUNCTI ONS AND CO MMANDS FUNCTIONS YOU CAN ENTER FROM LOCAL EXTENSIONS On an analog extension, press Flash or Recall. On an IP extension, press Hold. Keys Function performed Flash or Recall/Hold If you are connected to a caller, Flash or Recall/Hold puts the call on hold and you hear the internal dial tone.
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Flash or Recall/Hold Press Flash or Recall/Hold to place a call on hold and then press *510 *510 to place the call in the next available park orbit, starting at 500. **500–509 Retrieves a parked call. Flash or Recall/Hold 6 Conference call for 3 parties.
FUNCTIONS YOU CAN ENTER FROM OUTSIDE PHONES Enter these keys after the auto attendant answers. Keys Function performed 0 (9 in some regions), Performs the action defined in the auto attendant configuration. 1, 2, 3, 4 and 5 Local extension Rings at the local extension (e.g.
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6 and auto call back Record auto call back announced message (1 to 4). number + # 06 and auto call back Erase auto call back announced message (1 to 4). number + # 7 and auto call back Play auto call back announced message (1 to 4). number + # 65 + # Record prompted call back announced message.
A P P E N D I X B A pp e n di x B : Te le ph o n e Co m p a ny Cal l in g S e r v ice s TELEPHONE COMPANY CA LL ING S E R VI CES Telephone companies offer a range of services on their telephone lines.
The system supports a main phone number and two distinctive ring phone numbers on each telephone line. It can detect the distinctive rings and use them for: • Routing fax, modem and voice calls to a fax machine, modem or auto attendant. •...
If you have the Transfer and Clear service, you must enable the Transfer and Clear feature. Select the Clear telephone line after call transferred checkbox in the To Remote Extensions tab of the Transfer Preferences window. You must also select the Transfer and clear checkbox in the Telephone Lines page.
If your telephone does not have a Flash or Recall or Link button, you can generate a Flash signal by quickly pressing and releasing the telephone’s hook switch. If you need to send a Flash signal to the telephone line, press and release the hook switch once, count to two, and then press and release the hook switch a second time.
A P P E N D I X C PO WER IN TE RR UP TI ONS Settings and configurations In the event of a power failure, your settings and configuration will not be lost. The configuration is stored in non-volatile memory. Non-volatile memory means your feature settings (configuration) remain in the memory despite interruptions in the power supply.
INDEX Numerics 350i Programming function keys 62 350i window 62 3-Way Calling / Centrex Transfer area 168 3-way calling/Centrex Transfer Timer area 168 3-Way Calling/Conference checkbox 108 3-Way Calling/Conference service 132, 156 450i Programming softkeys 63 450i window 63 50e expansion module 64 550i Programming softkeys 64 550i window 64...
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Activate Auto Call Back checkbox 140 Activate Automatic Route Selection area 133 Activate Automatic Route Selection checkbox 133 Activate Hunt Group area 121 Activate Hunt Group checkbox 121 Activate Line area 107 Activate Line checkbox 107 Activate Profile area 30 Activate Profile check box 33, 34 Activate Profile checkbox 220, 221 Activate Prompted Call Back area 144...
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Listening 127 Loading 127 Recording 127 Auto Attendant Transfer Prompts area 157 Auto Attendants 124 Auto Attendants window 162 Auto call back Recording announced message 142 Auto Call Back page 139 Auto Route Selection area 134 Auto Route Selection page 133 Automatic route selection Bypassing 135 Setting up 133...
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queuing and retrieving 178 to an extension ring group 179 Call Reminder Timers window 157 Call routing Troubleshooting 232 Call transfer from an analog extension 177 screened transfer 177 Troubleshooting 232 unscreened transfer 177 Call Waiting and other Flash/Recall Based Services area 168 Call Waiting checkbox 108 Caller ID 160 Caller ID / Time Set Options window 159...
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external IP extension 65, 69 IP extension 67 Router 208 Configuring auto attendants 125 Configuring IP addresses 205 Configuring the 850i or 860i for use within the office 67 Connect to a Different System button 147 Connect to a system via IP button 3 Connect to list 9 Connect to the following resource list 42 Connect using list 90...
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Edit button 141, 145 Email Address box 200 Email address box 23 Email log file area 200 Email log file checkbox 200 E-mail notification 54 Email Notification Settings area 23 Email Notification tab 55 Email request interval list 27 E-mail server settings Testing 28 Email Server Settings area 24 Email Service page 23...
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G.711 165 G.711 A-law checkbox 37 G.711 u-law checkbox 37 G.729 checkbox 37 General Voice Mailboxes page 95 Global Message Waiting Indicator area 97 Grandstream 77 Group Label box 118 Group name box 94 Group number box 94 Handset ID 45 Help and troubleshooting 229–235 Answering and fax machines 233 Auto attendant 231...
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Call cascades for unanswered intercom calls 51 Import an Email List area 24 Import an Email List window 24 Incoming Email Settings window 25 Incoming lines call detail record 201 Incoming mail server (POP3) box 25, 26, 27 Incoming Mail Server Options area 27 Incoming Server Authentication area 26 Installing 850i or 860i Base 67...
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Auto attendant message 127 Load button 21, 54, 128 Load Greeting button 53, 128 Load Wav File button 21 Loading Auto attendant message 127 Local area network Troubleshooting 234 Local extension Bypassing automatic route selection 135 Bypassing toll restriction 135 Restricting access to line hunt groups 135 Local extensions Help and troubleshooting 233...
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Multi-branch VoIP network 213 Multi-branch VoIP network calls list 32 Music on hold Deleting file 21 Playing on the PA system 21 Troubleshooting 232 My Outgoing Server (SMTP) Requires Authentication area 25 My Outgoing Server (SMTP) Requires Authentication check box 25 My system link 6 Network tab 170 No answer call cascade 47...
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Password Deleting 99 Password box 26, 31, 45, 113, 137 PBX extension length Setting 130 PBX extension length list 157 PBX fraud 1 Perform a blind transfer option 156 Perform message notification for list 57 Perform the Busy action option 155, 156 Perform the No Answer action option 155, 156 Permissions page 100 Phantom Rings area 163...
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Rebooting System window 153 Record Greeting button 127 Recording Auto attendant message 127 Auto call back announced message 142 Prompted call back announced message 145 Region Selection area 8 Register with authentication username 34, 221 Registrar authentication list 31 Registrar entries Viewing 35 Registrar Entries window 36 Registrar server name box 35, 222...
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Server Port Numbers area 26, 27 Service provider profile Setting up 33 Service provider VoIP network 219 Setting Codec options 37 do not disturb mode 51 PBX extension length 130 Setting up Automatic route selection 133 Dial-by-name directory 129 multi-branch profile 30 POP3 service with Microsoft Exchange 29 service provider profile 33 Toll restriction 133...
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E-mail server settings 28 This location is the Proxy/Registrar checkbox 31 This server requires logon to incoming mail server before sending mail option 26 This server requires SMTP logon information option 25 Time to send box 200 Time Zone area 14 Time zone list 45 To Local Extension tab 154 To Remote Extension tab 155...