User's Guide to Business Manager
Appendix B: Phone Lines and Voice/Telephone Cards
Overview
This appendix explains the concepts and procedures you need to identify, configure, and install voice/telephone cards in your computer. All the information in this appendix is interrelated. Be sure that you understand each section before attempting to expand your phone system. Read all sections carefully and thoroughly before performing any procedure.
This appendix covers what you need to know to:
Terms
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Default |
Any pre-selected setting in a control menu. The default setting of a control is usually the normal or recommended setting. |
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Jumper block |
This is a small block on the telephone card that allows you to modify the way a card works. |
|
Phone cord |
This is the wire that connects the phone jack and the computer, or the computer and your telephone. |
|
Phone jack |
The wall outlet that houses the phone line is the phone jack. |
|
Phone line |
The term phone line refers to the line installed by the phone company that brings phone service to your location. |
|
Phone number |
The number that identifies a phone line is the number used to ring a phone connected to that line. |
|
Port |
A port is a phone jack in the back of the telephone card. Each port has a number (or numbers, in the case of Watson III-200 and Watson III-400 cards). |
|
Port numbers |
These are the numbers assigned to the ports in the Watson III card. Once phone lines are connected to the ports in your Watson III card, each line is associated with a port number so your system can identify the line. |
|
Rotary group |
This is a service offered by the phone company that allows you to use multiple phone lines with the same application. |
|
Two-line coupler |
This is a device that allows you to split a 2-line phone cord into its separate lines. This is so you can connect the lines to the phone jacks. |
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Voice/telephone card |
This is the card in your computer that allows your system to handle incoming and outgoing calls. It is also called a Watson III card. |
If you begin experiencing times that all your lines are in use, you need to consider adding more lines. When you are ready to add more phone lines, there are several things you need to know before ordering the additional cards.
Read this section for the information you need to help you determine the most optimal card arrangement for your specific needs. If you need more help, call CBSI Technical Support.
The actions you need to take when adding new lines are:
This is the computer card that routes your computers incoming and outgoing calls. Think of the voice/telephone card as the 'operator' for your computer's phone lines.
Voice/telephone cards receive their instructions from the system, then activate the appropriate phone line. You control what instructions the system gives when you configure the lines and set up a schedule in Business Manager.
The information in this section is provided to tell you enough about Watson III voice/telephone cards to know:
System Voice/Telephone Card Capacity
The typical CBSI system comes with a single Watson III-100 voice/telephone card. If you did not purchase your computer from CBSI, you purchased a Watson III-100 card with your phone applications. If you did not purchase additional Watson cards with your system, you will need to add them to increase your phone line capacity.
You can add either one, two or four line Watson cards to your computer depending on the available card slots. Therefore, in addition to your first Watson III-100, you need to decide if you will add one or more Watson III 100, Watson III 200 or Watson III 400 cards.
The following is some basic information that will help you understand the three types of voice/telephone cards.
Watson III 100 - This is the basic one-line voice/telephone card. It can handle a single phone line, and allows you to connect a phone to it through a second port.
You must have at least one Watson III 100 in your system. You cannot replace your only Watson III 100 card with a Watson III 200 or Watson III 400 card. Only Watson III 100 cards have a phone jack in the card. You must have at least one phone connected to your system for listening and for recording purposes.
Compare the Watson III 100 card to the Watson III 200 and 400 in Figure 81. Notice the single connector strip at the bottom of the card. The Watson III 100 is an 8-bit card, and can be used in either an 8- or 16-bit card slot (see Figure 83).
Watson III 200 - This voice/telephone card also has two ports, but both are for phone lines. Compare the Watson III 200 card to the Watson III 100 and 400 in Figure 81. Compare the two connector strips at the bottom of the card to the single connector strip on the Watson III 100. The Watson III 200 is a 16-bit card and will fit only in a 16-bit card slot.
Watson III 400 - This voice/telephone card provides you with four phone lines. There are only two ports in the back of the card, but each port accommodates two phone lines. To connect two lines to a single port you must use a two-line coupler.
Compare the Watson III 400 card to the Watson III 100 and 200 in Figure 80. Notice the two connector strips (in the lower right of the card drawing) in comparison to the single connector strip on the Watson III 100. Like the Watson III 200, this is a 16-bit card and also requires a 16-bit card slot.
As cards will vary with manufacturers, these drawings are not exact. They only illustrate the general differences among the cards.
What card slots are available
To know what card slots are available for additional voice/telephone cards you must open your computer. Follow the procedure in this Appendix in the section entitled Installing the Voice Telephone Cards. You should be able to see cards already installed and you should also be able to see any empty card slots. Figure 81 shows the location of the card slots.
Look at the bottom right of the card drawings in Figure 80. Notice that there is a single connector strip on the Watson III 100 and a 2-part connector strip on the Watson III 200 and Watson III 400. These connectors fit into the card slots on the main board in the computer. See Figure 82.
The shorter slots are 8-bit slots and will accommodate Watson III 100 cards. The longer slots are 16-bit slots. They are the same as an 8-bit slot, but with an extension. Watson III 200 and Watson III 400 cards are 16-bit cards and can only be plugged into 16-bit slots. You can also plug a Watson III 100 card into a 16-bit slot, ignoring the extension. It will work there.
Identifying Voice/Telephone Cards
Some modems, temperature sensors, and FAX cards may appear similar to the voice/telephone cards. When installing and configuring your voice/telephone cards, you must be able to distinguish one Watson card from another. You also need to recognize the difference between a phone card and other cards in your computer.
When we install Watson cards and other similar cards in your system, we attach a silver foil label to the end of the card. Besides the card type, there is also a number indicating the Watson cards order of installation in the system.
Watson III 100 cards are numbered sequentially beginning with Watson III 100-1. For example,
Watson III 100-1 (original Watson III card)
Watson III 100-2 (first Watson III 100 added)
Watson III 200 and 400 cards are counted as a group for installation purposes and are numbered sequentially, beginning with -1.
In a case where there are two of each Watson card in a computer, a list of all the Watson cards in the system might look like this:
When we send additional cards for you to install, we will include a set of labels so that you can label the new cards to correspond with the cards you already have in your system.
Configuring Voice/Telephone Cards
Before you install Watson cards, you must prepare them to work with other components of your system. This is a two part activity and includes:
Port Settings
Your computer identifies the location of each phone line by the port number associated with the port in which the line is connected. Each line must have a unique port number. The port number in your first Watson III 100-1 card is set at 32.
You will need to set the port numbers on other Watson cards before you install them to ensure that they do not conflict with any other voice/telephone cards already in your system.
On each Watson card there is a block with a set of tiny switches. These switches can be either up (on), or down (off) an any combination. The different combinations determine the port identification numbers. The port numbers correspond to the switch settings listed in the tables on the following pages. This section covers how to set the ports on the cards.
Ports on the Watson III 100
The switch block on the Watson III 100 cards has six switches. See Figure 83.
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There are only five possible port settings for each Watson III 100. This means that you could only have five Watson III 100's in your system if there are enough available card slots. |
You will only use switches 1, 2, and 4 to configure the port. Switches 3, 5, and 6 must remain in the up position. Remember that your first Watson III 100 card is already set with the port number 32. That means switches 1, 2 and 4 are in the up position. See the chart below. These are the port numbers used in the Phone Configuration list. |
Port Settings for the Watson III 100:
|
Card |
Switch #1 |
Switch #2 |
Switch #4 |
Port number |
|
Watson III 100 - 1 |
up |
up |
up |
32 |
|
Watson III 100 - 2 |
up |
down |
up |
33 |
|
Watson III 100 - 3 |
up |
up |
down |
34 |
|
Watson III 100 - 4 |
up |
down |
down |
35 |
|
Watson III 100 - 5 |
down |
down |
up |
37 |
Ports on the Watson III 200 and the Watson III 400
The switch blocks on the Watson III 200 and 400 cards are the same. They have only three switches. These switches can be either up (on), or down (off) an any combination. The different combinations determine the port identification numbers. See Figure 84.
The port numbers that correspond to the switch settings are listed in the following tables. Use the settings that correspond with the Watson cards installation number.
Port Settings for the Watson III 200:
|
Card |
Left switch |
Middle switch |
Right switch |
Upper card port |
Lower card port |
|
Watson III 200-1 |
down |
down |
down |
28 |
31 |
|
Watson III 200-2 |
down |
down |
up |
24 |
27 |
|
Watson III 200-3 |
down |
up |
down |
20 |
23 |
|
Watson III 200-4 |
down |
up |
up |
16 |
19 |
|
Watson III 200-5 |
up |
down |
down |
12 |
15 |
|
Watson III 200-6 |
up |
down |
up |
8 |
11 |
|
Watson III 200-7 |
up |
up |
down |
4 |
7 |
|
Watson III 200-8 |
up |
up |
up |
0 |
3 |
Port Settings for the Watson III 400:
|
Card |
Left switch |
Middle switch |
Right switch |
Upper card port |
Lower card port |
|
Watson III 400-1 |
down |
down |
down |
28, 29 |
30, 31 |
|
Watson III 400-2 |
down |
down |
up |
24, 25 |
26, 27 |
|
Watson III 400-3 |
down |
up |
down |
20, 21 |
22, 23 |
|
Watson III 400-4 |
down |
up |
up |
16, 17 |
18, 19 |
|
Watson III 400-5 |
up |
down |
down |
12, 13 |
14, 15 |
|
Watson III 400-6 |
up |
down |
up |
8, 9 |
10, 11 |
|
Watson III 400-7 |
up |
up |
down |
4, 5 |
6, 7 |
|
Watson III 400-8 |
up |
up |
up |
0, 1 |
2, 3 |
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Do not duplicate the settings on any Watson III 200 and Watson III 400 cards. You can have no more than a combined total of eight Watson III 200 and Watson III 400 cards in a computer (provided there are enough open slots). |
The table also shows which port on the card the port settings go with. The lowest numbers go to the top port, and the highest numbers to the bottom port. For example, if you have a Watson III 200-1, the top port on the end of the card is 28, and the bottom port is 31. If your card is a Watson III 400-1, the top port is 28 and 29 and the bottom port is 30 and 31. Figure 85 shows the ports and port numbers for a Watson III 200-1 or a Watson III 400-1 card. |
Setting the Ports
The Watson card is protected by a piece of anti-static foam. Leave the card in the package it came in until you are ready to install the card.
Step 1. When you are ready to configure the Watson card, remove it from its package. Hold the card by the edges only. Do not drop it or let it come into contact with dirt or liquids.
Step 2. Using the number for the card that you are installing, set the switches according to the chart.
Step 3. After you set the switches, write the corresponding port number down. You will use this number to configure the lines. The section in this chapter entitled "Configuring Your System's Phone Lines" discusses this procedure.
Step 4. Put the card back in the package it came in if you are not prepared to continue.
Configuring the Jumper Blocks
Jumper blocks are small controls on the Watson card that govern the way the voice/telephone cards work with each other. Jumper blocks look like pairs of pins with a tiny rectangular connector, or jumper, bridging some of the pairs. Where there is a jumper bridging a pair of pins, those pins are activated. Most of these pairs of pins are labeled with a number.
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Only one of the Watson cards in your computer may have this W1 jumper active! |
Each Watson card has a pair of pins labeled W1. There must be one set of W1 pins active. If more than one card has the W1 jumper active it could cause damage to your system. You must remove the W1 jumper from all of the Watson cards in your system except one. We suggest that you leave the W1 jumper in place on the Watson III 100-1 card only. |
W1 Jumper on the Watson III 100
Watson III 100 cards are shipped with the connector on the W1 jumper pins. The W1 jumper block on the Watson III 100 is a single pair of pins located approximately in the middle of the card.
There is also a jumper block just above the connector strip on the Watson III 100 card. The pins on this block are labeled from left to right, W4, W3, W2 and W5. Figure 86 shows the location of the jumper blocks on the Watson III 100. Only the pins labeled W4 should be active in this block.
W1 Jumper on the Watson III 200 and Watson III 400 Cards
The W1 pins on the Watson III 200 and 400 cards are part of a block containing seven pairs of pins. This block is located near the connector strip at the bottom of the card. Watson III 200 and 400 cards are shipped with the jumper on the pins labeled W1 and W5. The jumper on W5 must remain in place on all the Watson III 200 and 400 cards. However, you must remove the W1 jumper.
Figure 87 - The W1 Jumper Block, Watson III 200 and Watson III 400
Use the following procedure to remove the W1 jumper:
Step 1. Locate the W1 pins, as shown in Figure 86 or Figure 87.
Remember: Only remove the jumper if this is not your first Watson card. Leave the W1 jumper on your Watson III 100-1.
Step 2. Pull the jumper from the jumper pins.
You can either put the connector aside, or if you wish to save the connector, turn it sideways and replace it so that it fits on only one of the W1 jumper pins. See Figure 88.
Step 3. Check see that the W4 pins on the Watson III 100 or the W5 pins on the Watson III 200 or 400 have the jumper on. These are the only pins in that should be jumpered in the blocks where they are located.
Installing the Voice/Telephone Cards
Once you've set the ports and deactivated the appropriate pins, you are ready to install the Watson card in your computer. This involves opening your computer and inserting the card in an open card slot.
You may have had the cover off your computer before. You should have no trouble following this procedure. If you are unsure about how to proceed, call our Technical Support department for assistance.
Preparing the Computer
Follow these steps to prepare your computer for installing the Watson card. You may need to refer to your particular computer's documentation. You will need a screwdriver to remove the computer case.
The Watson card is protected by a piece of anti-static foam. Leave the it in the package it came in until you are ready to install the card.
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Remember where these cables are connected. |
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Prepare the Card Slot
You can install a Watson III 100 card in any of your computer's accessory slots. A Watson III 200 or 400 must go in the longer 16-bit slots in the computer. The Watson III 200 and 400 cards are installed properly if both connector strips on the bottom of the card are inserted into the card slot.
Figure 89 shows the card end support, and it's location in your computer:
Follow these steps to prepare the card slot to receive the card.
Install the Watson Card
Now it's time to install the circuit board in the slot you prepared. Refer to Figure 90 as you follow these steps:
You should keep written records of which devices are where, and make sure to follow the Watson Card Installation Chart. If you follow this chart, you can't go wrong.
Keeping track of phone line and voice/telephone card locations can be tricky, especially if you have several port numbers. If you keep good written records during the installation, you will have little trouble during configuration or in the future when tracking line problems.
Figure 91 shows a sample Phone Line and Telephone Configuration Chart completed for a system with a modem, Watson III 100, Watson III 200, Watson III 400, and a mouse.
The box at the top of the chart represents the back of your computer, where the ends of the cards appear. Although the chart shows eight slots, your system may have more or less. On the left section of the chart, write down what card is in each slot. The Watson Card Chart has space for you to write the ports you set, as well as the phone numbers that correspond to the ports.
This section contains a sample chart that you can use to record this information. You may wish to make your own chart, or use the one shown in Figure 92.
Now that you have identified, configured, and installed your voice/telephone card(s) in your computer, it's time to connect the phone lines to the Watson cards.
This section lists the equipment you need to connect your Watson III 100, 200 and 400 voice/telephone cards to the phone lines. Each section also contains illustrations that show you how these connections appear.
To ensure that your voice/telephone cards work properly, you may want to use new phone cord when connecting your phone lines.
Watson III 100
The Watson III 100 allows you to use one phone line. You can also connect a telephone to this card, which you could use as your local phone. To connect your Watson III 100 to the phone jack and your telephone, you need:
Step 1. Connect one end of a phone cord into the wall-mounted phone jack.
Step 2. Connect the other end of this phone cord to the top port in the Watson III 100 labeled "Line."
Step 3. Connect one end of the other phone cord to the jack in your telephone.
Step 4. Connect the other end of this phone cord to the bottom port in the Watson III 100 labeled "Phone."
Figure 93 shows how the phone cord connections should now appear.
Step 5. Once you finish connecting the phone line, write down the port number and the corresponding phone number on your Phone Line and Voice/Telephone Card Configuration Chart.
Watson III 200
The Watson III 200 allows you to use two phone lines. To connect your Watson III 200 to the two phone lines, you need:
two phone cords
two standard wall-mounted phone jacks.
Use the following procedure to connect your Watson III 200 to your phone jacks:
Step 1. Connect one phone cord into one of the phone jacks on the wall.
Step 2. Connect the other end of this phone cord to the top port in the Watson III 200.
Step 3. Connect one end of the second phone cord into the other phone jack.
Step 4. Connect the other end of this phone cord to the bottom port in the Watson III 200.
Figure 94 shows how the phone cord connections should appear.
Step 5. Once you finish connecting the phone line, write down the port number and the corresponding phone number on your Phone Line and Voice/Telephone Card Configuration Chart.
If you used the card numbering convention and the chart provided in this appendix, the table below shows the port numbers for your phone lines.
|
Card |
upper card port |
lower card port |
|
Watson III 200 - 1 |
28 |
31 |
|
Watson III 200 - 2 |
24 |
27 |
|
Watson III 200 - 3 |
20 |
23 |
|
Watson III 200 - 4 |
16 |
19 |
|
Watson III 200 - 5 |
12 |
15 |
|
Watson III 200 - 6 |
8 |
11 |
|
Watson III 200 - 7 |
4 |
7 |
|
Watson III 200 - 8 |
0 |
3 |
Watson III 400
The Watson III 400 allows you to use four phone lines. To connect your Watson III 400 to the four phone lines, you need:
You will need two 2-line couplers to channel the phone cords from two separate wall jack connections to a single line. The two-line coupler looks like a small box with one port in one end and two phone lines coming from the other end. One of the lines coming from the coupler is marked "L1" and the other "L2". Two-line couplers are supplied with your Watson III 400 card.
Use the following procedure to connect your Watson III 400 to your phone jacks (refer to Figure 95):
Step 1. Connect a phone cord into the top port in the Watson III 400.
Step 2. Connect the other end of this phone cord into a two-line coupler.
Step 3. Connect the L1 end of the first phone cord from the two-line coupler into one of the phone jacks.
Write down the phone number for that jack and note that this phone number is connected to the L1 line for the top Watson III 400 connector.
Step 4. Connect the L2 end from the two-line coupler into another one of the phone jacks.
Write down the phone number for that jack and note that this phone number is connected to the L2 line for the top Watson III 400 connector.
At this point, you have the top two lines properly connected.
Step 5. Connect another phone cord into the bottom port in the Watson III 400.
Step 6. Connect the other end of this phone cord into the remaining two-line coupler.
Step 7. Connect the L1 phone cord from this two-line coupler into one of the phone jacks.
Write down the phone number for that jack and note that this phone number is connected to the L1 line for the bottom Watson III 400 connector.
Step 8. Connect the L2 phone cord into the remaining phone jack.
Write down the phone number for that jack and note that this phone number is connected to the L2 line for the bottom Watson III 400 connector.
At this point, you have all four lines properly connected. Figure 95 shows how the phone cord connections should now appear.
Step 9. Put the cover back on your computer and return any screws to their proper locations. Reconnect any cables or power cords you disconnected during the installation.
When you finish connecting the phone lines, enter the phone numbers and port numbers on your phone line configuration chart.
To do this, note that the upper L1 will become the lowest port number of the set and upper L2 is the next higher number. Lower L1 is the next number and finally lower L2 is the highest number in the set of four port numbers. (i.e. upper L1 = 28, upper L2 = 29, lower L1 = 30 and lower L2 = 31).
If you used the card numbering convention described in the section and the chart provided in this appendix, the table below shows the port numbers for your phone lines.
|
Card |
upper card port |
lower card port | ||
|
L1 |
L2 |
L1 |
L2 | |
|
Watson III 400 - 1 |
28 |
29 |
30 |
31 |
|
Watson III 400 - 2 |
24 |
25 |
26 |
27 |
|
Watson III 400 - 3 |
20 |
21 |
22 |
23 |
|
Watson III 400 - 4 |
16 |
17 |
18 |
19 |
|
Watson III 400 - 5 |
12 |
13 |
14 |
15 |
|
Watson III 400 - 6 |
8 |
9 |
10 |
11 |
|
Watson III 400 - 7 |
4 |
5 |
6 |
7 |
|
Watson III 400 - 8 |
0 |
1 |
2 |
3 |
At this point, you've configured and installed your voice/telephone card (or cards) in your computer, and connected the phone lines (via the phone cords) to your Watson cards. Now you must configure your system's phone lines. This involves using the Phone Line Configuration box in the Business Manager program, while referring to your Phone Line and Voice/Telephone Card Configuration Chart for the necessary information.
If you've been writing down your phone lines and voice/telephone card connections, then simply enter the information recorded on your Phone Line and Voice/Telephone Card Connection Chart into the Phone Line Configuration box. Use the procedure for manually configuring phone lines in Chapter 4: Phone Lines entitled Configuring Phone Lines.
If you've done everything correctly, you will now be able to use all of the configured phone lines.
With more than one phone line connected to your system, you now have choices to make when scheduling your applications. Depending on what applications you are running and the number of lines you now have, there are probably several ways you can manage your phone lines. Here are some things you should consider when scheduling applications with a multi-line system.
As you may recall, your local phone is a phone connected to your computer through a Watson 100. You use this local phone to record your systems voice messages for your phone applications, and also to test your applications.
Using your local phone efficiently takes a little more than connecting a phone and a phone cord to a Watson 100 and configuring port 32. Although this will work, it's not working for you. If you have more available ports than phone lines, you're definitely not losing anything if you make your local phone your free line. In fact, you can only come out ahead.
Well, here's a few very good reasons:
No call traffic on your local phone means no waiting around to perform system updates. It makes your job easier. You don't even need to connect your Watson III 100 to a phone line. Just connect the phone to the Watson III 100, and you can use this local phone to record and update speeches, and perform local launches. And, since the local phone isn't connected to a phone line, you don't have to worry about incoming calls. Also, you won't have to wait for the local line to be free when you are testing or recording
Having a local phone free from scheduled applications is a line you can use. That's right, you don't have to stop a scheduled calling cycle, you don't have to stop Monitor, you don't even have to stop a single phone line when you want to make a call. If you have enough lines to have an extra, make it the local phone. If you find yourself scheduling calls on your local phone's line, this may be an indication that business is picking up (i.e., time for another Watson III 200 or 400).
Users of your system (or potential users) can get through to you. This may or may not be an advantage, depending on who's calling. If a system user needs help, they can feel that you're there to help them along. If someone using the system wants to know how they can be part of your system, that's fine too. You could even advertise your local line as a "Live System Help" line, putting you head and shoulders above the competition for customer satisfaction. Or, you can call home to your loved ones (or the 'Psychic Hotline') while your system makes you money.
Rotary Group Service
If you don't have more available ports than phone lines, then you're most likely using your local phone as much as any other line. Well, here's the chance to still make your local line work for you, with a little help from a Rotary Group.
A Rotary Group is useful if you are running the same application on multiple lines. The phone company provides you with this service, and your callers have a better chance of accessing and using your system. Here's an example of how a Rotary Group works:
You get a Rotary Group for four phone lines, with the following phone numbers: 555-1234, 555-1235, 555-6792, and 555-4821. The number 555-1234 is the number you publish, because it is the first number that callers reach. The other three lines are there so more than one caller can use the same application.
Now, let's say you're running a phone application on the line with the 555-1234 phone number. Around noon, a lot of people start calling in to leave and pick up messages. At one point, a caller calls in while another caller is on the line. Instead of hearing a busy signal, the phone company switches the second caller to the next open line (555-1235). If this line is also busy, the phone company rotates the caller to the next line (555-6792). This continues until the caller rotates to an open line. The caller doesnt hear a busy signal until all lines are in use.
Rotary Groups are extremely useful if you have a high-demand application in which more than one caller needs to use the phone application at the same time. You may get Rotary Group service for as few as two of your phone lines, or as many as necessary.
When you get Rotary Group service, the phone company tells you which phone number in the rotary set is the first to respond, which is the second, and so on. When they tell you the last number in the rotary set, you should connect your local phone to that number. This way, your local phone only gets overflow system traffic during times of heavy system use, and is free for you to use the rest of the time.