Inter-Tel Inside Track User Guide Issue 2
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Chapter 3— Hardware Installation 33 Inside Track User Guide Hardware Installation Buffer Box The original PollCat buffer box described in the Issue 1Inside Track User Guidewas replaced by one of two new buffer box models: CRB-256K or ILB-512K. The new CRB (call record buffer) unit and ILB (in-line buffer) unit are similar in design and function to the original PollCat unit. See the following pages for more information. Installing the Software Key The software“key” is a small security device that must be attached to your PC’s parallel port to fully enable the Inside Track software. Without the key, the software will not work. The software key does not affect the functionality of the parallel port itself. Any device that you would normally connect to the parallel port can also be connected through the software key. To install the software key, simply attach the appropriate end of the device to the parallel port on the back of your PC.
Chapter 3— Hardware Installation 34 Inside Track User Guide Installing the PollCat Buffer Box The PollCat buffer box is connected to an RS-232 port on your telephone system and to a communications port on your PC, as described in the following steps (see Figure 5 on page 35): 1. Locate DIP switches 1–7 on the back of the unit. Note:Switches 8–10 are not currently used. 2. Set the bit rate of the PC (COMPUTER) port by placing DIP switches 1, 2, and 3 in the desired positions as outlined below (D = down, U = up). BIT RATE123 9600DDD 4800UDD 2400DUD 1200UUD 600DDU 300UDU 3. Set the bit rate of the telephone system (PBX) port by placing DIP switches 4 and 5 in the desired positions as outlined below (D = down, U = up). BIT RATE45 9600DD 2400UD 1200DU 300UU 4. Set the parity (odd or even) for both ports by placing DIP switch 6 in the desired position.For odd parity,place the switch in the up position.For even parity,place the switch in the down position. 5.If installing a PollCat buffer box only (no Tandem unit), disable the X-ON/X-OFF feature for both ports on the buffer box by placing DIP switch 7 in the down position.
Chapter 3— Hardware Installation 35 Inside Track User GuideIf a Tandem unit will also be installed, enable the X-ON/X-OFF feature for both ports on the buffer box by placing DIP switch 7 in the up position. (The X-ON/X- OFF feature must be disabled on the Tandem unit by placing the switch in the off position.) 6. Using the appropriate cable, connect the telephone system (PBX) port on the PollCat buffer box to an RS-232 port on your telephone system. (See page 29 for connector pinout information. Also refer to the telephone system’s manual, if necessary.) 7. Using the appropriate cable, connect the PC (COMPUTER) port on the PollCat buff- er box to an available COM port on your PC. (See page 29 for connector pinout information. Also refer to the PC’s installation manual, if necessary.) Note:If the buffer box and your PC are not at the same site, call records can be transferred to your PC using a modem. See page 46 for details. 8. Plug in the PollCat buffer box’s AC power cord and turn on the AC power switch. Clear and test the unit’s memory as outlined on page 42. Figure 5Buffer Box Installation PHONE SYSTEMPOLLCAT BUFFER BOX PERSONAL COMPUTER PBX PORTCOMPUTER PORT Bit Rates Must Match Bit Rates Must Match RS-232 PORTRS-232 SERIAL COM PORT
Chapter 3— Hardware Installation 36 Inside Track User Guide Installing the Optional Tandem Unit To install a Tandem unit in series with the PollCat buffer box, follow these steps (see Figure 6 on the next page): 1. On the PollCat buffer box, place DIP switches 1–7 in the appropriate positions as outlined on page 34. Note:The COMPUTER port on the PollCat buffer box and the COM port on the PC must have the same bit rate. The X-ON/X-OFF feature on the PollCat buffer box must be enabled. 2. On the Tandem unit, place DIP switches 1–7 in the appropriate positions as de- scribed for the PollCat buffer box on page 34. Note:The RS-232 port on the telephone system, the two ports on the Tandem unit, and the PBX port on the PollCat buffer box must all have the same bit rate. Also, both the Tandem unit and the PollCat buffer box must have the same parity settings. The X-ON/X-OFF feature must be disabled on the Tandem unit. 3. On the Tandem unit, place DIP switch 8 in theupposition. 4. Using the appropriate cable, connect the telephone system (PBX) port on the Tan- dem unit to an RS-232 port on the telephone system. (See page 29 for connector pinout information. Also refer to the telephone system’s manual, if necessary.) 5. Using the appropriate cable, connect the PC (COMPUTER) port on the Tandem unit to the telephone system (PBX) port on the PollCat buffer box. (See page 29 for con- nector pinout information.) 6. Using the appropriate cable, connect the PC (COMPUTER) port on the PollCat buff- er box to an available COM port on your PC. (See page 29 for connector pinout information. Also refer to the PC’s installation manual, if necessary.) 7. On each unit, plug in the AC power cord and turn on the AC power switch. 8. To clear and test the memory on both units or to install memory expansion chips, refer to the information on pages 42 through 44.
Chapter 3— Hardware Installation 37 Inside Track User Guide Figure 6Tandem Unit Installation PHONE SYSTEMTANDEM UNIT POLLCAT BUFFER BOX PERSONAL COMPUTER PBX PORTCOMPUTER PORTPBX PORTCOMPUTER PORT Bit Rates Must Match Bit Rates Must Match RS-232 PORTRS-232 SERIAL COMPORT Note:The Tandem unit and the PollCat buffer box must have the same parity settings. The X-ON/ X-OFF feature must be enabled on the PollCat buffer box and disabled on the Tandem unit.
Chapter 3— Hardware Installation 38 Inside Track User Guide Installing the CRB Unit The CRB unit is connected to an RS-232 port on your telephone system and to a commu- nications port on your PC, as described in the following steps (see Figure 7 on page 39): 1. Locate DIP switches 1–8 on the bottom of the unit. 2. Set the bit rate of the telephone system (PBX) port by placing DIP switches 1 and 2 in the desired positions as outlined below.Note that DIP switches are OFF when set in the 0 position and ON when set in the 1 position. BIT RATE12 9600ONON 2400OFFON 1200ONOFF 300OFFOFF 3. Set the bit rate of the PC (COMPUTER) port by placing DIP switches 3 and 4 in the desired positions as outlined below. BIT RATE34 9600ONON 19.2kOFFON 38.4kONOFF 115.2kOFFOFF 4. Enable or disable the CRB unit’s “almost full” audible alarm by placing DIP switch 5 in the desired position.For no alarm,place the switch in the OFF position.To enable the alarm,place the switch in the ON position. 5. Disable data compression (which automatically sets the data rate to 8 bits and the parity to none) by placing DIP switch 6 in the OFF position. 6. Enable the X-ON/X-OFF feature for both ports on the CRB unit by placing DIP switch 7 in the ON position. 7. Disable the X-ON single call record mode by placing DIP switch 8 in the OFF posi- tion.
Chapter 3— Hardware Installation 39 Inside Track User Guide8. Using the appropriate cable, connect the telephone system (PBX) port on the CRB unit to an RS-232 port on your telephone system. (See Figure 1 on page 12 for con- nector pinout information. Also refer to the telephone system’s manual, if neces- sary.) 9. Using the appropriate cable, connect the PC (COMPUTER) port on the CRB unit to an available COM port on your PC. (See Figure 1 on page 12 for connector pinout information. Also refer to the PC’s installation manual, if necessary.) Note:If the buffer box and your PC are not at the same site, call records can be transferred to your PC using a modem. See page 95 for details. 10. Plug the AC transformer cable into the 9VDC connector on the PBX end of the CRB unit. Then plug the main AC transformer unit into an available power source. 11. Clear and test the unit’s memory as follows: a. Ensure that the CRB unit’s AC power switch is turned off. b. While pressing the PAUSE button, turn on the AC power switch and then re- lease thePAUSE button. (The MEM and PAUSE LEDs flash.) c. When the the memory is cleared (after about ten seconds), the unit beeps twice and the MEM LED goes out. d. Test the unit’s ability to receive call record information by placing a valid tele- phone call on the telephone system. When the call is disconnected, the PBX LED on the unit should flash to indicate that information was received from the telephone system. Note:If the LED does not flash, reset the telephone system and try again. If the LED still does not flash, check to make sure the unit is properly installed. Figure 7Buffer Box Installation PHONE SYSTEMPOLLCAT BUFFER BOX PERSONAL COMPUTER PBX PORTCOMPUTER PORT Bit Rates Must Match Bit Rates Must Match RS-232 PORTRS-232 SERIAL COM PORT
Chapter 3— Hardware Installation 40 Inside Track User Guide Installing the ILB Unit The ILB unit is connected to an RS-232 port on your telephone system and to a commu- nications port on your PC, as described in the following steps (see Figure 7 on page 39): 1. Locate DIP switches 1–8 on the back of the unit. 2. Set the bit rate of the PC (COMPUTER) port by placing DIP switches 1, 2, and 3 in the desired positions as outlined in the following table. Note:The bit rate for the COMPUTER port mustmatch the COM port on the con- nected PC.Note that DIP switches are OFF when up and ON when down. BIT RATE123 1200ONONON 2400OFFONON 4800ONOFFON 9600OFFOFFON 19.2kONONOFF 38.4kOFFONOFF 3. Set the bit rate of the telephone system (PBX) port by placing DIP switches 4 and 5 in the desired positions as outlined in the following table. Note:The bit rate for the PBX port must match your telephone system’s RS-232 port. BIT RATE45 1200ONON 4800OFFON 9600ONOFF 19.2kOFFOFF 4. Set the parity even for the PC (COMPUTER) port by placing DIP switch 6 in the ON position. The PBX (Input) port will accept any parity.
Chapter 3— Hardware Installation 41 Inside Track User Guide5. Disable the single-line release function by placing DIP switch 7 in the ON position. When disabled, the ILB unit will release call records (continuous data transmission) until the buffer is empty or an XOFF is received. If enabled (OFF position), the ILB unit will release a single call record terminated by a Line Feed character, then wait for an XON before sending the next record. 6. Disable the optional external modem connection by placing DIP switch 8 in the ON position. Note:If the buffer box and your PC are not at the same site, call records can be transferred to your PC using a modem. See the PollCat-ILB User’s Guide andInside Track User Guidefor details. 7. Using the appropriate cable, connect the telephone system (PBX) port on the ILB unit to an RS-232 port on your telephone system. (See Figure 3 on page 15 for con- nector pinout information. Also refer to the telephone system’s manual, if neces- sary.) 8. Using the appropriate cable, connect the PC (COMPUTER) port on the ILB unit to an available COM port on your PC. (See Figure 3 on page 15 for connector pinout information. Also refer to the PC’s installation manual, if necessary.) 9. Plug the ILB unit into an available power source. 10. Turn on the ILB unit’s AC power switch. Then test the unit’s memory as outlined in the following section.
Chapter 3— Hardware Installation 42 Inside Track User Guide Clearing and Testing the Memory For PollCat, Tandem, and CRB unit The memory of the PollCat, Tandem or CRB unit should be cleared and tested when the unit is first installed and when memory chips are installed. To clear and test the memory on the unit, perform these steps: 1. Turn off the AC power switch on the unit. 2. While pressing the PAUSE button, turn on the AC power switch and then release the PAUSE button. (The PAUSE, % FULL, and 80% FULL LEDs arelit.) 3. When the LEDS are unlit (after about ten seconds), the memory is cleared. Note:If a memory error is detected, the % FULL and 80% FULL LEDs will flash alternately. The message“ERROR AT XX NNNN” is sent to the PC to indicate the bad memory location. Ensure that all of the memory chips are properly installed and securely seated. If the memory error persists, return the unit for repair. 4. Test the unit’s ability to receive call record information by placing a valid telephone call on the telephone system. When the call is disconnected, the PBX DATA LED on the unit should flash to indicate that information was received from the telephone system. Note:If the LED does not flash, reset the telephone system and try again. If the LED still does not flash, check to make sure the unit is properly installed. For ILB Unit The ILB unit has different procedure for clearing and testing the memory. Follow these instructions instead. To clear the memory on the unit, perform these steps: CAUTION:Data cleared from memory cannot be recovered. 1. Turn off the AC power to the ILB unit. 2. Press and hold down the ILB unit’s Default Button, turn on the AC power, and then release the Default Button. When the button is released, the “80% Full” and “Full” LEDs will blink twice, indicating that memory has been cleared.