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CallerID WHOZZ CALLING 2 User Interface Manual & Programmer's Reference

Caller id & call monitoring unit
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Summary of Contents for CallerID WHOZZ CALLING 2

  • Page 1 W OZZ W OZZ CALLING? Caller ID & Call Monitoring Unit User Interface Guide & Programmer's Reference Caller .com...
  • Page 2 WHOZZ CALLING? 2 Caller ID & Call Monitoring Unit User Interface Guide & Programmer’s Reference (Firmware Versions 3.x +) User Interface Guide Version 4.0 (4/13/06)

  • Page 3: Table Of Contents

    Table of Contents Introduction ..........................1 Requirements and Compatibility Computer Requirements....................4 Phone Line Compatibility ....................4 Section I: Users Operating with Software Applications Establish Communication Between your Software and the Hardware ......6 Connect the Telephone Lines to the Unit ................ 6 Section II: Monitoring the Unit with a Communications Program and Programmers Information ..................
  • Page 4 Table of Contents (continued) Section III: Telephone Connections 4-Wire (RJ14) Phone Cord Connections............... 28 Series or Parallel Connection ..................28 Commercial Installations....................30 Section IV: Troubleshooting Computer Communication Problems ................33 Loopback Test for a Serial Port Connection in Windows 3.x......34 Loopback Test for a Serial Port Connection in Windows 95 later.......
  • Page 5 List of Figures Fig. 1 - Front and Back Views of 2 Line Model ............... 3 Fig. 2 - Real Time Data Format - Inbound Calls ..............17 Fig. 3 - Real Time Data Format - Outbound Calls..............19 Fig. 4 - Data Format from Memory - Inbound and Outbound Calls ........23 Fig.

  • Page 6: Introduction

    INTRODUCTION The unit monitors inbound and outbound phone calls for Caller ID and Touch Tone (DTMF) signals on two telephone lines. Phone call records are sent to a sent via a RS232 serial interface to a computer, terminal unit, or printer. Call records are also written to an on-board memory.
  • Page 7 This manual is divided into 5 sections: Section I - Users Operating with Software Applications For users that have purchased a software program designed to interface with this unit Section II - Monitoring the Unit with a Communications Program and Programmers Information For a user who simply wants to see the information on screen and log it to a text file For the software developer that wants programming information and application notes...

  • Page 8: Fig. 1 Front And Back Views Of 2 Line Model

    FCC Pt. 68 2EWUSA- 2EWUSA- 73088-ND-N 73088-ND-N REN .5A, RJ14 REN .5A, RJ14 9V DC 9V DC www.callerid.com www.callerid.com 4 Wire Jacks -L1 or L1&L2 4 Wire Jacks -L1 or L1&L2 Power Standard RS232 4 conductor jacks connect Jack - 9600 Baud...

  • Page 9: Requirements And Compatibility

    REQUIREMENTS AND COMPATIBILITY Computer Requirements The unit must be connected to a dedicated serial port (either 9 or 25 pin) on your computer that is free of COM port and Interrupt (IRQ) conflicts. It is not required that the serial port reside on any particular COM number or IRQ value.
  • Page 10 Table 1 - Phone Line Compatibility Depending on the type of phone line, the unit may be compatible with Caller ID and outbound call monitoring, or just outbound call monitoring only. The unit senses On/Off Hook by detecting the telephone line voltage levels. If the voltage levels are not in standard local loop ranges, the unit can be configured to detect On/Off Hook by means of current flow through the device (see page 40).

  • Page 11: Section I: Users Operating With Software Applications

    SECTION I USERS OPERATING WITH SOFTWARE APPLICATIONS This section is provided for users that have purchased a software program designed to run in conjunction with this unit. The first step in getting your complete system functioning properly is to connect the hardware to your computer and run your software program. Only after the software is communicating with the hardware are the telephone connections important.

  • Page 12: Section Ii: Monitoring The Unit With A Communications Program And

    SECTION II MONITORING THE UNIT WITH A COMMUNICATIONS PROGRAM AND PROGRAMMERS INFORMATION Users and programmers that want to communicate directly with and monitor output from the unit can use a modem communications program set up to communicate directly with the serial port.

  • Page 13: Setup Toggles, Operating Commands, And Output Format

    Set up the program to “Direct Connect” to the COMM number of the serial port to which the unit is connected. In the terminal screen, type a capital “V” (Shift-v). The unit should respond: “V1.x ECXUDASoBKT L=01 00/00 00:00:nn”. If it does not respond see “Troubleshooting/Computer Communication Problems”...

  • Page 14: Setup Toggles

    Setup Toggles Echo OFF Echo ON (Not available on the 2 line model) $ sign not sent as leading character in data stream & dashes inserted in phone number. $ sign is sent as leading character in data stream & dashes removed in phone number. Data format with duration and checksum.

  • Page 15: Operating Commands

    Operating Commands † Send back # sign. (Used for establishing device communication). Send firmware Version number, date & time, toggle settings, line numbers. Reset system. Toggles set to default values. Error (invalid command or could not interpret data) Memory Commands (see Memory Discussion, page 21) List number of call records in memory.

  • Page 16: Detail Mode Output

    Detail Mode Output nn R Date & Time (24 hour format) First Ring on line nn nn F Date & Time (24 hour format) Off Hook on line nn nn N Date & Time (24 hour format) On Hook on line nn nn H Date &...

  • Page 17: In-Depth Discussion Of Toggles, Commands, And Format

    In-Depth Discussion of Toggles, Commands, and Format Setup Toggle Discussion E,e Echo (always off “E” - no Echo option for 2 line model) C,c Leading $ character and dashes removed in phone number field Some applications need to detect a certain character in order to perform an operation. When this toggle is set to c, the unit places a $ character before each data string.

  • Page 18: Operating Commands Discussion

    For this toggle to affect operation "a" must be set. If call data is to be sent before the call is answered, set toggle to S. If call data is to be sent only after the call ends, set toggle to s. If call data is to be sent before and after the call set the capital "A"...

  • Page 19: Set Time Clock Command Discussion

    This command returns the firmware version, all toggle values, line number of the first channel, and date & time (in 24 hour format) on the internal time clock. On start-up the date & time will be set to zero. All toggles are stored in non-volatile memory and will remain saved even if the unit loses power.

  • Page 20: Detail Mode Output Discussion

    Detail Mode Output Discussion If the toggle "d" is set, all detail information on each call is sent immediately. The detail events include Ring, On Hook, Off Hook, and Hook Flash. Each event reported by the unit starts with the line number, followed by the abbreviation of the event, and finally, the date and time.

  • Page 21: Data Format Discussion

    Data Format Discussion INBOUND CALLS The data string can be, 64 characters in length, including the leading $ sign (if the "c" toggle is set), spaces, the carriage return, and line feed characters at the end of the data. The data format for an inbound call is shown in Fig. 2, page 17. The line number always precedes the data string.

  • Page 23: Outbound Calls

    The date and time information is sent by the phone company as part of the Caller ID signal on each incoming call. For each incoming call with a good checksum, the time and date information will be used to reset the internal real time clock to match the telephone company's clock.
  • Page 25 Dialed digits are placed in either the number or name field. The algorithm below explains that unit tries to be as "smart" as possible in determining where to place outbound dialed digits. The unit places all digits dialed within 2 seconds of each other beginning in the number field. If more than 10 digits are dialed, the additional digits will be displayed in the name field.

  • Page 26: Memory Discussion

    Memory Discussion The unit contains a non-volatile memory that does not use a battery. Call records in memory will be retained even for indefinite power outages. The unit must have power in order to write new call records. A record is written to memory for each phone call made regardless of whether that information was recorded by the monitoring computer.

  • Page 27: Data Format From Memory

    DATA FORMAT FROM MEMORY The output format from memory is slightly different than from the real time output. Each memory record is preceded by the record number and fields in the record are rearranged. Compare the real time data format on page 16 also shown in Fig. 2, page 17 and Fig. 3, page 19 with the example output format from memory below and also shown in Fig.

  • Page 29: Applications

    Applications Typical Applications POP UP SCREENS USING CALLER ID A typical Caller ID application involves performing a database query based on a Caller ID number. When the database record is found, the customer's record is presented on the user's screen. The data from the unit is read from the serial port, the Caller ID number is extracted, and a database query is performed.

  • Page 30: Simple Call Accounting For Inbound And Outbound Calls

    SIMPLE CALL ACCOUNTING FOR INBOUND AND OUTBOUND CALLS When only call logging is required and reporting will be performed afterwards, the unit can be set to report only "end of call" records (lower case "a" and "s" toggle set). The information reported in the end record contains the same information as the start record and but adds the call duration and the number of rings before answer.

  • Page 31: General Application Notes

    General Application Notes AUTOMATIC SEARCH FOR UNIT The user of your software application may not know the COMM port number or Interrupt (IRQ) value of the serial port in which the unit is connected. We recommend a search routine that tries different combinations of COMM port numbers and IRQ values to find the unit. For each combination your software should send an "@"...

  • Page 32: Working With The Call Memory

    WORKING WITH THE CALL MEMORY The unit writes call records to both the serial port and to memory. The memory may become full even when it is connected to your application. The memory will scroll, so only the latest 248 calls will be in memory at any time. We recommend that when a user gracefully exits from your application, a software routine erases the memory.

  • Page 33: Section Iii: Telephone Connections

    SECTION III TELEPHONE CONNECTIONS 4-Wire (RJ14) Phone Cord Connections Most modular phone cords contain 4 wires that can carry two phone lines (2 wires for each line.) Your system may have either 2 of the wires connected (RJ11 - 1 phone line) or four wires connected (RJ14 - 2 phone lines).

  • Page 34: Fig. 5A - Connection Using A 2 Line Modular Cord

    Figure 5a - Connection using a 2 Line Modular Cord Line from Wall (2 Lines on one Phone Cord) Whozz Calling? 2 Monitoring Unit Optional Answering Machine, Fax/Modem Switch, or other device 2 Line Phone Figure 5b - Connection using 2 Separate Modular Cords Telephone Line Combiner 2 Separate Line (Radio Shack #279-402)

  • Page 35: Commercial Installations

    Commercial Installations If the unit is to be attached to the telephone company’s termination point (De-mark) then refer to Figs 6 and 7 below. The diagrams show wiring coming into the building consisting of pairs of solid wire attached to a punch down block. A series (pass through) connection is recommended since the unit will operate properly even if it has to be reconfigured to a current detection mode (see page 40).

  • Page 36: Fig. 6 Series Connection For Commercial Installs

    Fig. 6 Series Connection for Commercial Installs 2 Outside Lines to Unit Lines to Telephone Lines (modular or bare wire) Switch or Phones Telephone Out to from Switch Desktop Tel. (if present) Phones Bare wire to RJ21x Modular Adapters Block (if needed) Modular phone cord Modular phone cord...

  • Page 37: Fig. 7 Parallel Connection For Commercial Installs

    Fig. 7 Parallel Connection for Commercial Installs 2 Outside Lines (modular or bare wire) to Lines phone switch or directly to desktop phones Telephone Out to from Switch Desktop Tel. (if present) Phones Bare wire to RJ21x Modular Adapter Block (if needed) Modular phone cord carrying 2 lines...

  • Page 38: Section Iv: Troubleshooting

    SECTION IV TROUBLESHOOTING Computer Communication Problems I - Symptoms: I do not see any call data on my screen in my application software. My application software says it is not communicating with the hardware. I cannot see call data in terminal mode. I - Assumptions: Telephone lines are connected correctly The unit is connected to a serial port...

  • Page 39: Loopback Test For A Serial Port Connection In Windows 3.X

    Loopback Test for a Serial Port Connection in Windows 3.x 1. Make sure that any software program that runs in conjunction with Whozz Calling? is closed. 2. Run Terminal from the Accessories Program Group. 3. Select Settings/Communications 4. Set Connector for the desired COM port. 5.

  • Page 40: Loopback Test For A Serial Port Connection In Windows 95 Later

    Loopback Test for a Serial Port Connection in Windows 95 or later 1. Make sure that any software program that runs in conjunction with Whozz Calling? is closed. 2. Run Hyperterminal from the Accessories Program Group. 3. In the Connection Description dialog box Type: “Test” on the Name line and Select: OK 4.

  • Page 41: Loopback Test Successful

    Loopback Test Successful After a successful Loopback test, reconnect the unit and type a capital “V” (Shift “V”). The unit will respond with the firmware version number, setup toggles, line number of the first channel, and date & time. The unit is now communicating with the serial port. Note the COMM port number to which you are directly connected.

  • Page 42: Telephone Line Problems

    Telephone Line Problems I - Symptom: One or more telephone lines are “dead” or not working properly when connected to unit. I - Assumptions: Telephone lines worked correctly before connecting to the unit. Telephone line cords are good. I - Problems: If both lines connected to the unit are “dead”, the two phone lines are connected together “shorting out”...
  • Page 43 II - Symptoms: The unit does not report outbound calls. The unit reports the duration of phone calls longer than the actual duration. The unit reports a phone line being hung up (On hook) only when the next incoming call is received.
  • Page 44 If a) and b) seem ok, and c) seems to be a problem carefully check your telephone connections. Try going Off Hook and dialing digits with another phone, and check the lights. Also, try replacing the batteries in your telephone. When the batteries in some telephones are low, the touch-tones generated are weak.

  • Page 45: Section V: Supplemental Information

    SECTION V SUPPLEMENTAL INFORMATION Specifications Supply Voltage: 9 VDC, center negative Supply Current: Less than 250 mA Loop Current Draw: Less than 1 mA Loop Voltage: 30 to 105 VDC Ringing Voltage: 60 to 130 VAC Insertion Loss: Less than 0.3 dB Voltage Drop: 2.7 VDC at 20 mA loop current Ringer Equivalence:...

  • Page 46: Manufacture's Information

    CallerID.com repair facility; or damage attributed to an act of God. Lightning is considered an act of God. CallerID.com makes no other warranty, either expressed or implied, with respect to this product.

  • Page 47: Appendix A Voltage Vs. Current Detection Of On And Off Hook

    APPENDIX A VOLTAGE VS. CURRENT DETECTION OF ON AND OFF HOOK The Whozz Calling? detects when the phone is on-hook and off-hook. This allows the unit to determine the length of each phone call and report this detailed information to the software. Telephone monitoring equipment can detect the occurrence of the On Hook and Off Hook status of the phone line by two methods.

  • Page 48: Reconfiguring Unit To Current Detection Of On And Off Hook

    Reconfiguring Unit to Current Detection of On and Off Hook In order to configure the unit to a different Caller ID signaling format, the top of the enclosure must be removed and shorting jumpers moved on the circuit board. Use the following steps and refer to Fig.

  • Page 50: Appendix B: Explanation Of Start Up Sequence And Front Panel Lights

    ert Figure 8 APPENDIX B EXPLANATION OF START UP SEQUENCE AND FRONT PANEL LIGHTS Once the unit is powered on, it goes through a start up sequence. The power light comes on, the channel lights are individually pulsed, and the firmware version of the channel microprocessors is sent.

  • Page 51: Appendix C: Communication Ports And Interrupts

    APPENDIX C COMMUNICATION PORTS AND INTERRUPTS Most every device on a PC works in conjunction with the microprocessor by using interrupts. An interrupt stops the microprocessor for a moment to transfer information to or from its data lines. Each device, keyboard, hard drive, floppy drive, communication port, CD ROM, etc. must be assigned a unique interrupt number (IRQ) in order to identify itself to the processor.
  • Page 52 In order to make use of this serial port, the system must be configured in order to avoid conflicting interrupt values. The follow table lists the standard default interrupt values for common devices. Your system may vary substantially. Check with your computer consultant for diagnostic programs available that will show the IRQs that your devices are using.

  • Page 53: Appendix Drs232 Pin Outs

    APPENDIX D RS232 PIN OUTS 9 Pin Connections When the serial port is configured to “No Flow Control,” only Transmit, Receive, and Ground connections are required. Pin 7 and Pin 8 need to be connected only if other serial flow control types are selected. Computer DB9/M Serial Port Monitoring Unit DB9/F Pin 1 (Carrier Detect)

  • Page 54: Appendix E International Caller Id Formats And Internal Jumper Settings

    APPENDIX E INTERNATIONAL CALLER ID FORMATS AND INTERNAL JUMPER SETTINGS Caller ID is a data signal generated by the phone company's central office (CO). The type of Caller ID signal that will be sent by a phone company will depend on the type of equipment in use at their CO.
  • Page 56 Caller .com 3107-D Medlock Bridge Road, Norcross, GA 30071 800.240.4637 770.263.7111...

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