Document Outline

• Table of Contents
• Preface
• Chapter 1: TalkSwitch Installation
  • 1.1 TalkSwitch package contents
  • 1.2 Configuration software system requirements
  • 1.3 Unit front panel
  • 1.4 Unit back panel
  • 1.5 Installing the configuration software
    • 1.5.1 Installing the software for the first time
    • 1.5.2 Upgrading the TalkSwitch software and firmware
  • 1.6 Initial configuration
  • 1.7 Connect TalkSwitch to a network or a PC
    • 1.7.1 Ethernet connection
    • 1.7.2 USB Connection
    • 1.7.3 Serial connection
    • 1.7.4 Internet connection
    • 1.7.5 File connection
  • 1.8 Connecting devices
    • 1.8.1 Connecting incoming telephone lines
    • 1.8.2 Connecting local extension telephones and other devices
      • 1.8.2.1 Connecting a regular single-line telephone
      • 1.8.2.2 Connecting a regular dual-line telephone
      • 1.8.2.3 Connecting regular multi-line phones
      • 1.8.2.4 Connecting an IP phone
      • 1.8.2.5 Attach an internal or an external modem
      • 1.8.2.6 Connecting fax machines
    • 1.8.3 Connecting devices to the music jack
    • 1.8.4 Connecting to the PA (public address) jack
  • 1.9 Networking TalkSwitch units on a LAN
    • 1.9.1 Connecting TalkSwitch units to a LAN
      • 1.9.1.1 Ethernet switch
    • 1.9.2 Power up all the TalkSwitch units
    • 1.9.3 Setting or changing the unit ID
    • 1.9.4 How unit IDs affect system extension numbers
    • 1.9.5 Keep track of the lines and extensions
    • 1.9.6 Optimizing the system for networked use
  • 1.10 Installing a memory card
  • 1.11 Upgrading TalkSwitch Units
  • 1.12 What the flashing lights mean
  • 1.13 Verifying the connections
• Chapter 2: TalkSwitch configuration
  • 2.1 System Configuration
    • 2.1.1 The configuration screen
      • 2.1.1.1 File Menu
      • 2.1.1.2 View Menu
      • 2.1.1.3 Tools Menu
      • 2.1.1.4 Help Menu
      • 2.1.1.5 Configuration navigation
    • 2.1.2 Special considerations when connecting multiple units to a LAN
  • 2.2 System Information
    • 2.2.1 Administration
    • 2.2.2 IP Configuration
    • 2.2.3 Telephone Lines
    • 2.2.4 Line hunt groups
    • 2.2.5 Automatic Route Selection and Toll Restriction
    • 2.2.6 Fax information
      • 2.2.6.1 Dedicated fax line
      • 2.2.6.2 Distinctive ring fax detection
      • 2.2.6.3 Automatic fax detection
    • 2.2.7 Local extensions
    • 2.2.8 Remote extensions
    • 2.2.9 Extension ring groups
    • 2.2.10 On-Hold/Ringback
      • 2.2.10.1 External audio source
      • 2.2.10.2 Internal audio file
  • 2.3 Voicemail
    • 2.3.1 Mailbox options
    • 2.3.2 Voicemail notification
      • 2.3.2.1 Dialed notification
      • 2.3.2.2 Message waiting light
      • 2.3.2.3 E-mail notification
    • 2.3.3 Global Settings
      • 2.3.3.1 Voicemail manager
  • 2.4 Call Handling
    • 2.4.1 Modes
    • 2.4.2 Auto attendant
      • 2.4.2.1 Adding/configuring an auto attendant
      • 2.4.2.2 Record, play or erase auto attendant messages
      • 2.4.2.3 Select routing options for each auto attendant
      • 2.4.2.4 Automatic fax detection
      • 2.4.2.5 No selection was made at the auto attendant
      • 2.4.2.6 Additional features at the auto attendant
    • 2.4.3 Telephone Lines
    • 2.4.4 VoIP Numbers
    • 2.4.5 Call Cascade
      • 2.4.5.1 Local extensions
      • 2.4.5.2 Remote extensions
      • 2.4.5.3 Extension ring groups call cascade
      • 2.4.5.4 Call cascade examples
  • 2.5 Call Back/Call Bridge
    • 2.5.1 Auto call back
    • 2.5.2 Prompted call back
    • 2.5.3 Call bridge
  • 2.6 Options
    • 2.6.1 Permissions
    • 2.6.2 Audio Controls
    • 2.6.3 Transfer Options
    • 2.6.4 Miscellaneous
    • 2.6.5 Troubleshooting
      • 2.6.5.1 Troubleshooting - Advanced
• Chapter 3: Using TalkSwitch
  • 3.1 In the Office - Receiving calls with or without the auto attendant
    • 3.1.1 Receiving calls using the auto attendant
    • 3.1.2 Receiving calls without the auto attendant
  • 3.2 In the Office - Making and receiving calls using an analog phone
    • 3.2.1 Making calls from a local extension without direct line access
    • 3.2.2 Receiving calls at a local extension
    • 3.2.3 Placing calls on hold at a local extension
    • 3.2.4 Transferring calls from an extension
      • 3.2.4.1 Unscreened transfer
      • 3.2.4.2 Screened transfer
    • 3.2.5 Transferring calls from a local extension to an external phone
    • 3.2.6 Parking and retrieving calls at a local extension
      • 3.2.6.1 Parking a call
      • 3.2.6.2 Retrieving a parked call at another local extension
      • 3.2.6.3 Using call park with the paging option
    • 3.2.7 Queuing and retrieving callers
      • 3.2.7.1 Queuing calls to a single extension
      • 3.2.7.2 Queuing callers to an extension ring group
    • 3.2.8 Using call waiting
    • 3.2.9 Conference calling
      • 3.2.9.1 Two local TalkSwitch extensions and one outside caller
      • 3.2.9.2 Two outside callers and one local extension
  • 3.3 In the Office - Making and receiving calls using an IP phone
    • 3.3.1 Making calls from a local IP extension (IP phone)
    • 3.3.2 Receiving calls at a local IP extension
    • 3.3.3 Hold and transfer
      • 3.3.3.1 Hold
      • 3.3.3.2 Unscreened transfer
      • 3.3.3.3 Screened transfer
      • 3.3.3.4 Transfer from a IP extension to any outside number
    • 3.3.4 Call park - Parking and retrieving callers
      • 3.3.4.1 Parking a caller
      • 3.3.4.2 Retrieving a parked call
      • 3.3.4.3 Using call park with the paging option
    • 3.3.5 Queuing and retrieving callers
    • 3.3.6 Using the TalkSwitch call waiting feature
    • 3.3.7 Conference calling with TalkSwitch
      • 3.3.7.1 Two TalkSwitch local extensions and one outside caller
      • 3.3.7.2 Two outside callers and one local extension
  • 3.4 Making and receiving calls using VoIP
  • 3.5 Using regular or IP phones connected in parallel to TalkSwitch
  • 3.6 Modems and telephone line access
  • 3.7 Out of the Office - Receiving calls with call forwarding (analog and IP)
    • 3.7.1 Three ways to forward calls
    • 3.7.2 Transferring calls from a remote extension
    • 3.7.3 Screening options for forwarded calls
    • 3.7.4 Calls over VoIP with IP phones and Gateways
  • 3.8 Using the voicemail system
    • 3.8.1 Activating voicemail boxes
    • 3.8.2 Retrieving messages and accessing a voice mailbox
    • 3.8.3 Recording an announcement on a regular or an IP phone
    • 3.8.4 Pager and cell phone notification
  • 3.9 Music on hold
  • 3.10 Mode switching options
  • 3.11 Out of the Office - Making calls with call Back and call bridge
    • 3.11.1 Using call bridge
    • 3.11.2 Using call back
• Chapter 4: Call detail record (CDR) logging
  • 4.1 Enabling call detail record (CDR) logging
  • 4.2 Retrieving data
    • 4.2.1 Web interface - Store to File on TalkSwitch
    • 4.2.2 Serial interface - Real-time to Serial Port
  • 4.3 Analyzing the data
• Chapter 5: VoIP information
  • 5.1 Introduction to VoIP
  • 5.2 Optimizing Your IP Network for VoIP
    • 5.2.1 The broadband connection
    • 5.2.2 The router/NAT/firewall
    • 5.2.3 Connecting to a LAN and IP network
      • 5.2.3.1 Confirm sufficient network capacity for VoIP
      • 5.2.3.2 Confirm router/firewall path for voice data
  • 5.3 Setting up a VoIP network
    • 5.3.1 Connect TalkSwitch or SIP-compatible gateways
    • 5.3.2 Select which TalkSwitch to use as the SIP network server
      • 5.3.2.1 Which location and unit should be the SIP server?
    • 5.3.3 Assign phone numbers to each VoIP location
  • 5.4 VoIP Configuration
    • 5.4.1 Configure TalkSwitch IP addresses
      • 5.4.1.1 Set the TalkSwitch local IP address
      • 5.4.1.2 Set the TalkSwitch public IP address
    • 5.4.2 Configure TalkSwitch Profile
      • 5.4.2.1 TalkSwitch Profile
      • 5.4.2.2 Service Provider profile
    • 5.4.3 VoIP Numbers
      • 5.4.3.1 Assign VoIP phone numbers
      • 5.4.3.2 Configure call handling for VoIP numbers
      • 5.4.3.3 Assign service provider phone numbers
  • 5.5 FAQ
  • 5.6 VoIP network administration form
  • 6.1 Troubleshooting
    • 6.1.1 Problems that may occur during configuration
    • 6.1.2 Problems that may occur while using the TalkSwitch features
      • 6.1.2.1 The auto attendant
      • 6.1.2.2 Music on hold
      • 6.1.2.3 Call routing with local extensions and home phones
      • 6.1.2.4 Answering and fax machines
      • 6.1.2.5 Other possible local extension problems
      • 6.1.2.6 Multiple TalkSwitch units connected to the same LAN
  • 6.2 Support
• Appendix A: Functions and Commands
• Appendix B: TalkSwitch and Telephone Company Calling Services
• Appendix C: TalkSwitch and Power Interruptions
• Appendix D: Safety and Regulatory Information
• Appendix E: TalkSwitch One-Year Warranty and Return Policy
• Appendix F: Specifications
• Appendix G: Copyright and Licensing Notices
• Appendix H: Home/Office Wiring Guide
• Glossary
• Index