The IDENTIFIER Plus
Telephone Answering System
THE
"IDENTIFIER PLUS" CONSISTS OF TWO PARTS: THE "VIDEO ADAPTOR" WHICH IS DISCUSSED
FIRST,
AND THE "IDENTIFIER DID MODULE" WHICH IS DISCUSSED
SECOND.
1)
Immediately upon delivery, the "Identifier Plus" needs to be tested. (Even if your DID lines are not
installed yet.)
2)
Un‑wrap the "Identifier Module" (large box with liquid crystal display &
small keypad). Check it for damage, then plug it into a wall
outlet.
3)
If the Video Adaptor (small white box the size of a computer modem) is included,
plug it in and connect it to the "Identifier."
4)
Follow the video adaptor programming instructions, then
Download.
5)
For non-video systems, follow the "Identifier" programming
instructions.
6)
Perform the Initial Testing Sequence on the "Identifier."
7)
Call the factory immediately, if any initial test sequence
fails.
8)
Leave both the "Identifier" and Video Adaptor plugged into power (wall-outlet)
at all times, to avoid wearing down the internal lithium batteries. (After completing these steps, leave
both units plugged in.)
9)
Don't forget to read the Helpful Hints section.
TECHNICAL
ASSISTANCE
FOR
TECHNICAL ASSISTANCE, YOU SHOULD CONTACT THE FACTORY AUTHORIZED DEALERSHIP YOU
PURCHASED THE "IDENTIFIER PLUS" FROM. IF YOUR DEALER IS UNABLE TO ANSWER YOUR
QUESTIONS, YOU MAY CALL THE IDENTIFIER SERVICE CENTER AT (800) 648-3207, DURING
STANDARD BUSINESS HOURS. PLEASE
HAVE YOUR SERIAL # (ACCESS CODE) READY, SO THAT WE MAY ACCESS YOUR RECORDS. YOUR SERIAL # IS
________________.
IDENTIFIER
TELEPHONE REQUIREMENTS
IDENTIFIER
SETTING AND CONTROLS
IDENTIFIER
PATCHING AND CALL‑FORWARDING
APPENDIX
C ‑ IBM PC SERIAL PORT PROTOCOL
INTRODUCTION
Congratulations on your
purchase of the "IDENTIFIER PLUS" Video Adaptor. The Video Adaptor holds 800 client
records standard, displays 200 character answer phrases and allows you to create
up to four Secretarial Stations. Additionally, full "Call Counts", are
maintained for each of your accounts. A parallel "Printer Port" is also
supplied, for direct connection to any inexpensive Printer. At any time you may
request a summary of all "Call Counts" to be printed. The printer will
automatically make a record of each call as it comes in, including account
number, DID number, time of call in, as well as time of call disconnect. Also
you may request a "Hard Copy" printout of all your client data as a backup on
paper. A full RS‑232 serial port is also supported by the adaptor, for direct
connection to any "IBM" compatible computer. This will allow "Paper‑less"
soft‑ware to be used with the "Identifier", that is now available (call for
details). A Keyboard is supplied with each adaptor for quick entry of answer
phrases as well as controlling printer functions. A time‑of‑day clock is
provided at all times on the video screen. An internal backup battery will
retain all clock and answer phrase information for up to 5 years, should
external power fail. The adaptor is approximately the size of a computer
modem. (9" x 6" x
2")
VIDEO ADAPTOR REQUIREMENTS
A special video monitor is
required to operate with the adaptor box. This monitor is called a computer
terminal. Any computer terminal that will emulate the Wyse Corporation Model 55
terminal should work. The actual Wyse Corporation terminal is guaranteed to
work, and will normally be supplied with all system sales. The Wyse part number
for this terminal is printed on the rear page of this manual. Should you decide
to use a different terminal, please make sure it is compatible with the Wyse
terminal. Up to 4 of these computer terminals may be connected to the "Video
Adaptor" to create up to 4 secretarial stations. A special cable will be needed
to connect the computer terminal to the video adaptor, please call (800)
648-3207 to order this cable when not ordering your computer terminals from your
authorized "Identifier Plus" dealership.
1. Please examine your "VIDEO ADAPTOR" for signs of obvious damage do to shipping
activities. If damage is present, contact your authorized dealership
immediately. Do not attempt to
connect or operate the equipment.
2. Position your computer video monitor(s)
and plug them into a surge protected wall outlet.
3. Connect each computer monitor to the
"Video Adaptor" using the special cable provided. One end of the special cable
will have a male DB-25 connector (plug this end of the cable into the monitor
connector labeled "MODEM"). The other end of the special cable will have a
modular phone plug on it (plug this end of the cable into the video adaptor
where it is labeled WYSE 1, WYSE 2, WYSE 3 or WYSE 4). The WYSE 1 connection is
the "Master Terminal Position" and should be reserved for the Answering
Service's Owner or Office Managers terminal position. This is the only terminal
position that will allow for new accounts to be entered or
deleted.
4. Plug the wall mount "Power Supply"
(specially marked in its own box) into a wall plug that is surge protected. Then
connect the wire leading out of the "Power Supply" to the video adaptor where it
is labeled POWER 12V.
5. Connect the computer monitor
keyboard to the computer monitor. If you have purchased a 4 port system, only 1
keyboard is needed. This keyboard must be connected to the computer monitor in
the WYSE 1 position (Master Terminal Position). If you have purchased either the
8 or 16 port system, then a keyboard will be needed for each computer monitor
you plan to use.
6. Now connect the "Identifier"
module to the Video Adaptor box using the special cable supplied. One end of the
special cable has a male DB-25 connector (connect this end of the cable to the
"Identifier" where it is labeled "Computer Serial Port RS-232 DB-25"). The other
end of the special cable will have a modular phone plug on it (plug this end of
the cable into the video adaptor where it is labeled ID 1, ID 2, ID 3 or ID 4).
Use ID 1 if you have a 4 port system, ID 2, ID 3, ID 4, if you have the 8, 12 or
16 port systems.
7. Turn on the power switch on each
computer video monitor. After a few seconds adjust the brightness & contrast
controls to get a clear picture. Next, press the round silver "Reset Button" on
the video adaptor box once. Check to see if the light on top of the video
adaptor box is green or red. If the light is red, press the reset button once
more. If the light is green, then the video adaptor is ready for programming.
Until programming is complete, NO calls will be taken or shown on the computer
monitor screen.
9. An optional parallel printer may
now be plugged into the parallel printer port of the video adaptor.
Additionally, the video adaptor supports two full RS‑232 serial ports for direct
connection to any "IBM" compatible computer. Please call for the special cables
required.
1. Using the keyboard of computer monitor #1
(plugged into WYSE 1 of the video adaptor), press the numeric (0) key. Your four
digit serial number (access code) will be displayed on the top line of your
display. This is your programming
access code.
2. The programming mode is entered by
holding down the (Shift) key, then pressing the 3 key (use the 3 key that also
has the # symbol on it). Additionally, your 4 digit access code described in
section 1 must be entered now. The access code will be displayed as you enter
each digit. If you make a mistake, immediately press the "ESC" key and try
again. After you see your correct access code displayed on the screen, strike
the "ENTER" or "RETURN" Key. The programming mode is now set &
ready.
3. The programming mode will allow you to
enter new accounts. Each depression of the "ENTER" or "RETURN" Key will advance
the account number until 800 is reached.
4. When the desired account number is
reached, the DID number may be directly entered from the keyboard. Example: the
DID number is 2400. Press 2, then 4, then 0, then 0. Mistakes are corrected by
re‑entering the DID number immediately before pressing the "ENTER" Key. If you
are using a 3 digit, instead of a 4 digit DID number, then you MUST enter a 0 in
the forth position. Example: the DID number is 680. Press 6, then 8, then 0,
then a final 0 to fill the forth position. The next entry would be 6,8,1,0 then
6,8,2,0 then 6,8,3,0 then 6,8,4,0 and so on.
5. Additional DID numbers may be
entered by pressing the "Enter or Return Key" to advance the next account
number. Holding down the "Enter or Return Key" will automatically advance the
accounts rapidly without having to press the "Enter or Return Key" over &
over again.
6. The answer phrase is programmed by
pressing the (F1) Key after the appropriate account number is reached. The (F1)
Key is located in the top left hand corner of the
keyboard.
7. The display cursor will indicate the
current answer phrase letter or number being programmed. The cursor will
automatically advance to the next line when the current line is full. The first
40 characters (5 of these are the DID number and a space) of each answer phrase
may be downloaded into the main "Identifier" (to be displayed on the liquid
crystal screen). Each answer phrase consists of 3 lines, 40 characters on the
top line and 80 characters each on the second and third lines for a total of 200
characters. Mistakes are corrected by backing up the cursor using the
"backspace" key. The cursor may additionally be moved forward without erasing
any characters by using the "right arrow" key. The other "Arrow" Keys also work
as expected.
8. Striking the "Enter or Return Key" at
any time during answer phrase programming will immediately advance to the next
account number for further programming of higher accounts.
9. Pressing the "ESC" Key (Escape Key) at
"any time" during programming will return the system back to the call taking
mode, with all programming being saved. Therefore, if a call comes in while you
are programming, pressing the "ESC" Key will allow you to take the call as
normal.
10. Pressing the (F2) Key will clear the
"Call Counter" for the account number currently being displayed on the
screen.
11. Pressing the (F3) Key will backup the
account number one account position.
12. Pressing the (F4) Key will make a backup
copy of all your (800) client account records. The backup copy will be stored
into your second backup memory card. Please follow the instructions below
exactly! If you have a question,
please call the factory first at (800) 648-3207.
A). First, press the
round silver reset button on the video adaptor once. Make sure the light on top
of the video adaptor turns from green to RED.
B). Insert your backup
memory card (right side up) into slot number 2 (the lower slot) on the video
adaptor. Make sure the card is pressed firmly into place.
C). Press the round
silver reset button again. Make sure the light on top of the video adaptor turns
from red to GREEN.
D). Enter the
programming mode again using steps 1 & 2.
E). Press the (F4) Key
now. The backup will begin.
F). When "Back Up
Complete" is displayed, press the round silver reset button again. Make sure the
light on top of the video adaptor turns from green to RED.
G). Press the memory
card "Release Button" located immediately to the right of the memory cards. Your
backup card will be ejected and you should put it in a safe
place.
H). Press the round
silver reset button again to return to normal operation.
13. Pressing the (F5) Key will delete the
current account being displayed. Entering a DID number of (0000) will cause the
current account to ring "BUSY" (useful if the account is late in paying their
bill). Putting the DID number back in will return to account to normal. Also, it
does not matter if your DID numbers are entered in order, or if you skip
accounts between them.
14. Pressing the (F6) Key will print out a
copy of all your customer information, onto paper, as an additional backup. Make
sure your printer is plugged in and is set for "ON LINE".
15. Always remember to "Download" your
account information into the main "Identifier", from the (F5) instruction, found
in the next page of this manual. Until now, all the programming that you have
done, is to the "Video Adaptor". A copy of this information will be put
(downloaded) into the main Identifier, with the (F5) Key. The DID lines will
ring BUSY until this is done.
IMPORTANT: WHENEVER YOU THINK THE VIDEO ADAPTOR IS HAVING TROUBLE, FIRST PRESS THE RESET BUTTON. IF THIS DOES NOT FIX THE PROBLEM, THEN DISCONNECT THE POWER CONNECTOR FOR 2 SECONDS.
The
"Download Menu" will allow you to download answer phrases, print out all the
monthly call counts, clear the call counts, set the clock / calendar and clear
(re-format) all memory.
1. To enter the "Download Menu", simply
repeat the steps used to enter the normal programming menu, EXCEPT enter your
access code backwards. Example: Pressing the (0) key shows your access code to
be 8254. You would hold down the Shift key, press the (3) key, then the 4, 5, 2,
8 keys and then the "Enter" key, to enter the download
menu.
F1 ‑ PRINT BILLING
INFORMATION
2. The first menu selection (F1) ‑ Print
Billing Information, will cause the printer to print each account number
accompanied by the DID number and current call count (only active accounts will
be printed to save paper). Make sure the printer is plugged in & is set for
"On Line".
F2 ‑ SET CLOCK /
CALENDAR
3. This second menu selection will allow
you to enter the correct month, day, time and a (AM, PM) setting. Mistakes are
corrected by re‑entering the proper information for each entry immediately
before pressing the "ENTER" Key. The "ENTER" Key must be pressed after each
"correct" entry in order to advance to the next question. Remember to always
enter a (0) before a month or time that only has one digit in it. Example: April
is month number 4, therefore, you would enter (04) when asked for the current
month.
F3 ‑ CANCEL & CLEAR ALL
MEMORY
4. This selection should only be used to
clear or delete all your accounts. Please Call First!
F4 & F5 ‑ DOWNLOAD ANSWER
PHRASES
5. This selection will transmit the video
adaptor programming down into the main "Identifier". This download must take place before
proper operation can begin and must be done EACH TIME a new account or accounts
are entered. This process will take approximately 30 seconds to complete. To be
sure the main "Identifier" properly received the information, check the small
L.C.D. screen for the message
"Transmit Complete". This message means that the download was successful.
Press (F5) if you purchased your "Identifier Plus" after February 1996. Press
(F4) if you own the old 200 account "Identifier" (not the adaptor).
F6 - CLEAR ALL CALL
COUNTS
6. This selection will clear ALL of the
call counters at once. Please make a backup copy first.
1. Operation will begin when all the proper
cables and power plugs have been connected. Additionally, the adaptor will not
be able to take any calls until the proper programming has been entered. To
test, call a DID number that has been programmed into both the video adaptor and
the "Identifier" (the "Identifier" is automatically programmed through the
download (F4) or (F5) instruction). It is important to note that if the
"Identifier" has NOT been programmed
(Downloaded from the (F4) or (F5) instruction) the video adaptor will not
respond to any calls.
2. When a call comes into the "Identifier"
and is recognized as a valid DID number, the "Identifier" re‑transmits the
information to the adaptor for video display. If a call comes in on line 1 (DID
#1) of the "Identifier", the answer phrase will appear on line 1 (the top line)
of your display. A call on line 2 (DID #2) will come in on line 2 (the second
line down) of your display, and so on, for each of the other lines. A maximum of
4 calls may be taken and displayed at any one time on the 4 Port System.
Up-grading the 4 Port System to either an 8 or 16 port is simple.
3. On the 8 and 16 Port Systems, the video
display is controlled by the operator keyboard. When a call comes in, a short
answer phrase (Identified by Line # and DID #) is displayed in the lower part of
the video display. In order to view the full answer phrase (of all 200
characters) at the top of the video display, the operator merely presses the
corresponding (FX) Key (the (FX) Keys are located across the top-most keys of
your keyboard). Example: A call comes in on DID Line 9, the operator will press
the (F9) Key to view the call. If another call comes in, simply press the
corresponding (FX) Key to view it. You may switch between calls as many times as
you like. At the end of each call, the screen will automatically clear for that
call.
4. Your video adaptor is supplied with 2
memory cards (the memory cards are the same size and shape of credit cards). The
main card is labeled the "Master Card". The second card is labeled the "Back-Up
Card". The "Master Card" remains in the upper slot on the video adaptor at all
times. The "Back-Up Card" is inserted into the lower slot ONLY when making a
Back-Up copy of your client information from the instructions in Section 12.
REMEMBER: Each time you enter new clients into the system, make a Back-Up copy.
If your "Master Card" suffers a mal-function (MEMORY ERROR), your video display
will ask you to insert your "Back-Up Card". See instructions below to replace
the "Master Card" with the "Back-Up Card".
A). Press the round silver
reset button (on the video adaptor) once. Make sure the light on top of the
video adaptor turns from Green to RED.
B). Press the memory card
"Release Button" located directly to the left of the memory cards. The "Master Card" will be automatically
ejected (return bad card to the factory). Insert your "Back-Up Card" into the
UPPER slot now. Make sure it is pressed firmly into place.
C). Press the reset button
again for normal operation (light will turn from Red to
GREEN).
INTRODUCTION
Congratulations on
your purchase of the "Identifier Plus".
The "Identifier Plus" is completely solid state, making for long and
trouble free operation. Please follow the installation and operating
instructions carefully and do not hesitate to contact a technician if you have
any questions or problems. The
technical assistance number is (800) 648‑3207.
PRE‑INSTALLATION
Since this is a direct
inward dialing (DID) identification system, you should have ordered the
appropriate number of DID trunks from the telephone company that will correspond
with the number of trunks that were ordered with your "Identifier", either 4, 8,
12 or 16. These trunks should be installed on individual RJ11X jacks and should
be in rotary or hunt. This means that if the first trunk is busy, the next
incoming call will hunt to the next available trunk in sequence. The telephone company will usually ask
you for the make of the device and the FCC registration number and the ringer
equivalence number. This
information can be found on the back of the equipment, or for your reference,
they are:
FCC Registration # ‑
HEW29Y‑17557‑CD‑T
Ringer Equivalence # ‑ 0.0B
Due to the different
types of equipment that are located in the central office of the Telephone
company, we have programmed the "Identifier" to be compatible with all of
them. When ordering your DID trunks
and numbers you will be asked for the following information:
1.
Three or four digit outpulse. (Meaning the number of digits that are sent down
the DID trunk.)
Recommended ‑ 4
2.
Rotary dialing or Touch Tone. (This is the way the digits are
sent.)
Recommended ‑ Touch Tone, not Multi-Frequency (TT, not MF)
3.
Wink or Immediate Start ‑ (This is the way the digits are brought up on the
equipment. Wink start reverses the battery where Immediate
doesn't.)
Recommended‑ Wink Start
In order for the
telephone company to install your DID trunks, the "Identifier" must be present
to complete the installation. In technical terms, the "Identifier" provides the
telephone company with a ‑48 volt power supply which completes the loop between
their equipment and yours. This must happen for the equipment to work properly.
Most important to watch out for, is that if Tip and Ring are reversed on the DID
trunks, all lines will ring "BUSY".
1. Please examine your "Identifier Module"
(from now on the "Identifier Module" will just be called the Identifier) for
signs of obvious damage due to shipping activities. If damage is present,
contact the manufacturer immediately. DO NOT attempt to connect or operate the
unit.
2. See Appendix A for the initial testing
exercise. This test can be completed even if your DID lines are not installed
yet (this test only take a few minutes and should not be
skipped).
3. The "Identifier" has four incoming ports
(RJ‑11's) labeled (DID TRUNKS ONLY), these ports are to be connected "only" to
the special lines from the telephone company designated as DID Lines (Tip &
Ring in). The DID ports are labeled 1 through 4. Run a patch cable from each
RJ-11X wall jack (where the DID's come in) over the back of the Identifier unit
(labeled "DID lines only" (RJ-11's)).
The same holds true for the
four ports (RJ-11's) labeled Key‑Equipment. The Key-Equipment ports are labeled
1 through 4. Each Key-Equipment port provides standard TIP & RING out
(exactly like any normal phone line). Each Key-Equipment port should be
connected directly to the C.O. ports on the KSU (just like any other phone
line). Run a patch cable from the rear of the Identifier unit (labeled
Key-Equipment) over to the KSU (labeled C.O. inputs).
Each DID port has a
one‑to‑one correspondence to each Key Equipment port. For instance, if a call
comes in on DID #1, the corresponding Key-Equipment port #1 will feed the call
into the KSU on C.O. port #1, then line #1 will begin to ring on all the
Key-Phones. For example, the Identifier could easily be
connected to:
A). Four single line telephone sets (four
separate home telephones).
Not Recommended.
B). A single, four line telephone (TT
Systems Model 4300 only).
Not Recommended.
C). A business telephone system (Key-System
with KSU & Key-Phones).
Recommended.
D). A PBX (Public Business Exchange).
OK
for very large systems.
E). Any standard voice mail unit (call for
details).
F). Cord Boards in some
cases.
4. The "Identifier" has four additional
RJ11 jacks labeled "Patching Jacks".
These connections are used for both patching calls as well as call
forwarding your DID lines to a different location. Each patching jack has a
one‑to‑one correspondence to each DID jack. Therefore, to use call forwarding, a
standard phone line must be plugged into each "Patching Jack" for the
corresponding DID line to call out on. These patching lines should additionally
be punched down (connected) to your Key‑Equipment. This will provide a way for
you to dial out during a standard patch. A Y‑connector or T‑bar (which you can
purchase from Radio Shack) will allow you to connect the out‑going patching line
to both the "Identifier" and your
Key‑Equipment.
5. The "Identifier" has an additional
connector labeled "DB-25, RS-232 Computer Port". This port is normally connected
directly to the "Video Adaptor" (with the special cable provided). However, if
you do not have a "Video Adaptor", you may connect this port an "IBM" computer.
1.
Pressing the (0) key on the small keypad located on the main "Identifier" (black
box) will read out a four digit serial number. This is your programming access
code.
2.
The programming mode is entered with the depression of the (#) key, followed by
entering your four digit access code. (Never enter your access code
backwards on the small keypad).
BUSY OUT ALL DID TRUNKS?
3.
The first menu selection will busy out all DID trunks. This will prevent calls
from disturbing you during programming. If this is NOT selected, any incoming
call will cancel the programming mode (with all programming being saved) and
allow you to take the call as normal.
CHANGE OR ENTER NEW ACCOUNT INFORMATION
4.
The second menu allows for new accounts to be entered, each additional
depression of the (*) key will advance the account number until 800 is reached.
5.
When the desired account number is reached (the number on the top of the
display), the DID number may be directly entered from the keypad. Example: the
DID number is 680. Press 6, then 8, then 0. The fourth digit must remain a 0 if only
a 3 digit DID number is being entered. Mistakes are corrected by re‑entering the
DID number immediately before pressing the (*) key.
6.
Additional DID numbers may be entered by pressing the (*) key to advance the
account #.
7.
The answer phrase is programmed by pressing the (#) key after the appropriate
account number has been reached.
8.
The display cursor will indicate the current answer phrase letter or number
being programmed.
9.
The (7) key will advance the letter forward. Example: A, B, C, D etc. If the (7)
key were to be held down indefinitely, you would see the complete alphabet in
the upper then lower case. It would then show you the numerals and an array of
symbols that could be used for abbreviations ending up where you started with a
capital A. It will provide a circular sequence.
10.
The (8) key will advance the letter backward. Example: C, B, then
A.
11.
The (9) key programs in the desired character and moves the cursor to the right
allowing the next character to be programmed.
12.
Pressing the (*) key during the answer phrase programming will immediately
advance the account number for further programming of higher account
numbers.