đź“„ Whozz Calling? 2, 4, and 8 Line Deluxe Units

Whozz Calling? 2, 4, and 8 Line Deluxe Units

Rev 6.1

Introduction

The Whozz Calling? Deluxe units capture all details of inbound and outbound calls and send this information to a
computer via RS232 serial port or Ethernet link depending on the model purchased. If Ethernet, also refer to the

Ethernet Link Supplement

Deluxe units can be set to deliver only inbound Caller ID, ignoring all outbound dialed numbers. Or, both inbound
and outbound data can be sent for complete call accounting applications. Data records are sent just as the call
begins, just after the call ends, or both at the beginning and the end of the call depending upon the unit’s
configuration. Deluxe units are also capable of sending real-time, detailed events occurring on each telephone line

such as Ring, Off Hook, and On Hook.

Models equipped with relays are capable of blocking select incoming calls, based on the Caller ID number, from
passing through to the output jacks. This feature can be accomplished by dynamic control from the application
software or by pre-loading blocked phone numbers into the unit's memory. First ring suppression to the output jack
also can be performed with relay-equipped models. Selecting this option prevents office employees from answering

the telephone too quickly and thus preventing the Caller ID signal from being delivered.

The Whozz Calling? Deluxe unit uses setup toggles to determine how the unit will operate. The toggles are either
upper or lower case letters and are stored in non-volatile memory. For information on unit toggles, please refer to
page 4. Operating commands are used to list the setup parameters, see the phone number list used for call blocking,
and to reset the system. The Send Data commands are used to set line numbers, set the internal clock, and enter

phone numbers for call blocking.

The manual gives a brief discussion of the setup toggles, commands, and data formats. An in-depth discussion is
provided for all setup toggles, commands, and data formats, along with a discussion of Private and Out-Of-Area

Caller ID types.

Telephone Line and Serial Communication Requirements

The Whozz Calling? POS is designed to collect call data from standard analog central office telephone lines. It will
not work properly when connected to extensions (or station) lines coming from a telephone switch. Connect the
unit only to analog phone lines or phone lines that have been converted to analog signaling (i.e. Cable box

converters, analog terminal adaptors, etc.).

If your unit connects to a computer through a serial port, the serial port must be functioning correctly and no other
software application can be accessing this same port. This unit will work with any serial port or COM number
setting that your software supports. If you do not have an available serial port on your computer, a USB-to-serial
adaptor cable can be used. These can be found at any computer store or most office supply outlets. The USB-to-

serial adaptor cable must be verified as, “correctly installed and operational” within the Windows device Manager

If you unit connects via Ethernet cable, plug it into any switch or router on your Local Area Network. Use the
Ethernet Configuration Tool located at www.CallerID.com/downloads/diagnostic-tools/ to set the unit to a static IP

address within your IP scheme and outside any DHCP range. Refer to the Ethernet Supplement for more details.

Connecting to Phone Lines

There are two methods of connecting the monitoring unit to your phone lines: the series (pass through) connection,
or the parallel (branch off) connection. The series connection uses both input and output modular jacks on the unit.

The parallel connection uses only the input jacks.

Parallel Connection (recommended)

A parallel phone line connection is recommended and often easier since the incoming lines to the building can
simply be "branched off" to the unit. This connection allows the unit to be removed from service for
troubleshooting or repair without affecting the telephone call path. With this connection only the input ports on the

unit are used.

Figures 2a & 2b (Pg. 26) show parallel connections. This involves branching off or "tapping" from each phone line
to be monitored and connecting them to their respective input jacks on the unit. If appropriate, bare wire to modular

adapters may be required.

Series Connection

Connecting the unit in series with the telephone lines is required only in special circumstances. Only if you need to
operate the unit in a loop current detection mode (Appendix B, pg. 16), require first ring suppression, or are
implementing call blocking would the unit need to be wired in series with the telephone lines. If the unit is
connected in series and then taken out of service, the input and output phone lines will have to be connected

together to resume normal telephone call flow.

Figures 3a & 3b (Pg. 27) show series connections. Each phone line to be monitored passes through the unit. Phone
lines coming into the building connect to the input jacks on the unit (through bare wire to modular adapters, if

needed). Lines connected to the output jacks continue to the desktop phones (through a phone switch, if present).

2-Wire (RJ11) or 4-Wire (RJ14) Phone Cord Connections

Most modular phone cords contain 4 wires which can handle 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). The
modular connectors on the unit are equipped to handle either arrangement. They are marked similar to the modular
connectors on a 2 line phone. For example, Channel 1 is marked “L1 or L1/L2”. L1 is for a 2-wire phone cord and

L1/L2 is for a 4-wire phone cord. Please refer to Fig. 1, pg. 2.

For a 2-wire (RJ11) system one phone cord simply plugs into each channel on the unit. Caution must be observed
when connecting a 4-wire (RJ14) system. Phone cords must only be connected to channels 1 and 3. To prevent

crossed telephone lines, do not connect phone cords to channels 2 and 4 on a 4-wire, RJ14 system.

If you are unsure whether your system is 2 wire or 4 wire a quick check can be made using the unit. First, power on
the unit. Connect one cord to the input of channel 1. If only the Line 1 light comes on, you have a 2-wire (RJ11)
cord. If both Line 1 and Line 2 lights come on, you have a 4-wire (RJ14) cord. Continue checking the rest of your

cords in this manor.

Connecting to Computer (for Serial Port models only, else refer to Ethernet Supplement)

You may have purchased a software package designed to work in conjunction with the Whozz Calling? Deluxe
unit. The software may have a built-in automatic search and find function. This routine will search all COM
numbers in an attempt to determine settings for the serial port with which the unit is connected. If no
communication can be established between your software and the Whozz Calling? unit, use our Serial Loop
diagnostic tool to help solve the issue For detailed instructions on working with the Serial Loop Tool refer to

Appendix E, pg. 21.

Overview of Toggles, Commands, and Formats

For simple Caller ID applications, we suggest the following default toggle setup:

ECXUDASOBKT

The combination of a lower case "A" and an upper case "S" instructs the unit to send call information at both the
start and end of each call. With upper case "O" set, the unit will not report call information on outbound calls. This
combination of toggles gives a simple configuration for Caller ID only applications. The toggles can be configured
in either upper or lower case and combinations set to support various applications such as Popup screens, Call

Accounting, Integrated Voice Response (IVR) applications and Telephony Diagnostics.

Application Notes: All toggles can be changed by simply sending the new toggle. The unit is designed to accept
one toggle at a time. If a software application sends an initialization string of toggles to the unit, a short pause of at
least 50 milliseconds should be inserted between each toggle so the unit it has enough time to write the entry to non-

volatile memory.

Setup Toggles

This is a quick listing of the setup toggles. A complete explanation of each toggle begins on page 6.

E Always E
C $ sign not sent as leading character in data stream & dashes inserted in phone number.
c $ sign is sent as leading character in data stream & dashes removed in phone number.
X Always X
U Internal blocking/passing OFF. *Only available on select units.
u Internal blocking/passing ON. (Block or pass is determined by "K,k" toggle).
K Pass calls until notified by Internal Memory routine ("u") or by W command.
k Block calls until notified by Internal Memory routine ("u") or by W command.
A Data sent BEFORE and AFTER call.
a Data sent as defined by "S,s" toggle.
S Data sent at the Start of call only. (If "a" set above).
s Data sent at the End of call only. (If "a" set above).
B Block first ring to output jack. *Only available on select units.
b Block first ring set to OFF.
D Detail information for call not sent.
d Detail information sent.
O Inbound call information sent only.
o Outbound and Inbound information sent.

T Always T

Operating Commands

@ Send back # sign. (Used for establishing device communication).
V Send firmware Version number, date & time, toggle settings, line numbers.
v Send internal jumper settings (determining the Caller ID type captured and On/Off-Hook scheme used)
J List all phone numbers in memory. (Used for internal blocking/passing).
Q Delete all phone numbers in memory.

R Reset system. Toggles set to upper case default values.

Data Entry Commands

N000000770n<CR> Set starting line number count. When n=1 unit reports data as line 1 through line 4
on a four line unit. If n=5, unit reports L5-L8 on a four line unit.
Nnnnnnnnnnn <CR> Add phone number to memory for internal block/pass feature.
*Only available on select units.
Wnn <CR> Normal use (toggle "K" set) is to block call on line nn. Usually sent after the CID
string and before the 2nd ring. Or, pass call on line nn. ("k" set).
*Only available on select units.

Zmmddhhmm <CR> Set date and time on internal device clock

Detail Mode Output

nn R Date & Time Ringing on line nn
nn F Date & Time Off Hook on line nn

nn N Date & Time On Hook on lin

Additional Detail Information

nn Vxx ​Date & Time ​ ​Firmware Version of peripheral ROM (Displays on start up)

Error Condition

? ​Error (invalid command or could not interpret data)

Output Format

01 I S 0276 G B3 09/26 11:28 AM 800-240-4637 CallerID.com<CR/LF>

01

Line number field

2 char.

(preset by user)

I

Inbound/Outbound field

1 char.

(or O for outbound)

S

Start/End of call field

1 char.

(or E for end)

0276

Duration of call in seconds

4 char.

(only sent at end of call)

G

Good checksum for CID string

1 char.

(or B for bad checksum)

B3

Number & Type*of Ring(s)

2 char.

(only sent on end of call)

09/26

Date field

5 char.


11:28

Time field

5 char.

(12 hour format)

AM

AM/PM field

2 char.


Phone #

Phone number field

14 char.

(in some cases only 7 digits sent)

Name

Name field

15 char.

(sent only in some areas)

Note: Each data string is followed by a carriage return and a line feed. 1 space separates each field.

* Type of Ring is valid only if distinctive ring service is ordered from telephone company

In-Depth discussion of toggles, commands, and formats

Setup Toggle Discussion

E ​Always E

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. This includes detail data strings such as Ring, Off hook, On hook, and Hook flash (see toggle "D,d"). Also when c is set, the dashes are removed from the telephone number field. The telephone number justification remains as set by the "X,x" toggle.

X ​Always X

U,u Internal Block/Pass *Only available on select units.

The unit can block or pass incoming calls based on a match against phone numbers pre-loaded into the on-board memory. The "u" toggle turns on the Block/Pass feature. The "K,k" toggle determines whether the unit blocks or passes calls that match these numbers.

K,k Block or Pass Select *Only available on select units.

Set "K" to pass all calls until defeated. Set "k" to block all calls until defeated. These toggles can be defeated by either the "W" command sent by the host computer or signal sent by the internal memory when a phone number match is found.

A,a Data Delivery Option (Start & End or Start/End)

The unit is capable of delivering a data stream to the host computer immediately as the call arrives, when the call terminates, or both. For an inbound call, immediate data delivery allows the Caller ID information to be utilized before the call is answered for purposes of database queries, call routing, etc. Delivering the data stream after the call ends provides additional information about the call to the application program such as, the duration of the call and the number of rings before the call was answered. If lower case "a" is set, data is sent as defined by the "S,s" toggle.

S,s Data Delivery Option (Start/End)

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 call terminates, set toggle to "s". If call data is to be sent before and after the call, set toggle "A".

B,b First Ring Suppression *Only available on select units.

When this toggle is set to "B", the first ring to the output jack on each line is suppressed. Since the Caller ID stream is sent between the first and second rings on the telephone line, this prevents the call from being answered before the information is sent. However, in some cases, hearing the first ring might be essential for the user to respond to the call in a timely manner. If this is true, set this toggle to "b".

D,d Detail Information

Some software applications may need additional call data. When the lower case "d" toggle is selected, the unit can provide an indication for Ring, Off hook, On hook, and Hook flash. The format is as follows: line number (nn); space; and either a R (Ring), F (ofF hook), N (oN hook), or H (Hook flash). The date and time (HH:MM:SS) follow at the same offset as the date/time field in the comprehensive format. In the detail mode, the time is delivered in a 24 hour format. (Please note: If the "c" toggle is selected, a leading "$" will be added to the above data string). For more information see the section on Detail Mode below.

O,o Inbound/Outbound Select

For basic Caller ID applications, use the upper case "O". If complete call accounting is required, use lower case "o". The lower case "o" instructs the unit to deliver for both inbound and outbound calls.

T Always T

Operating Commands Discussion

@ Handshaking character when sent

The unit will return "#" when "@" is sent. This can be used to establish communication between the computer and the unit. One application for this command is a software setup routine that automatically searches for the unit by sending an "@" character on each COM port and IRQ until a "#" is returned. The corresponding COM port and IRQ number then can be set automatically in the application.

V Firmware version and all settings

This command returns the firmware version, all toggle and line number settings, and date & time (in military format) on the internal time clock. On start-up, toggles will be defaulted to all upper case values; the line number will be set to "L=01"; and date & time will be set to zero. All toggles and line number settings are stored in non-volatile memory and will remain saved even if the unit loses power. The internal clock does not run while the unit is off, and therefore, it must be reset when power is restored. The clock can be reset by the software using the "Z" command or will be reset on the first good Caller ID signal. Subsequent Caller ID signals with good checksums will continue to reset the internal time clock with the telephone company's time.

v Internal jumper settings

This command returns the configuration of the internal jumper settings. Jumpers on the circuit board configure the unit to capture either of the 4 types of Caller ID signaling formats used around the world (refer to Appendix A) as well as the On/Off scheme used by the device. In most cases, the Caller ID signaling format is factory set to FSK (US type). The On/Off-Hook scheme is also set using internal jumpers to either Voltage or Current Detection (Appendix B). Below are examples of lower case "v" outputs.

v-VFU (Voltage Detection, FSK, US Type) v-CFB (Current Detection, FSK, BT/ETSI Type)

J List all phone numbers in memory

This command lists all telephone numbers stored in non-volatile memory. These numbers can be used to either block or pass calls to the output phone jacks. (Refer to the section on use of toggles "U,u" and "K,k"). The non-volatile memory can store up to fifty, 10 digit or 7 digit phone numbers. Phone numbers are entered using the "Nnnnnnnnnnn" command discussed in the Data Entry Command section below.

Q Delete all phone numbers in memory

This command deletes all telephone numbers stored in non-volatile memory.

R Reset System

This command resets the operating system and resets all toggles to upper case values. It does not reset the line number or the baud rate. The time clock can be reset by using the "Zmmddhhmm" command (see details below), or by capturing a good Caller ID signal.

Data Entry Commands Discussion

N000000770n<CR> Set starting line number count of unit.

When multiple units are used on the same system, units can be set to report the matching phone line numbers they represent. For example, when 2 four line units are connected to monitor 8 total lines. The second unit needs to be set to report lines 5,6,7, and 8. Connect to the second unit and send N0000007705<CR>. The last digit, 5 tells the first line to report data as line 05. Consequently, the second channel will report as line 6, the third as line 7, and so on. If you set an eight line unit to line 5, it would report data on lines 5-12.

Nnnnnnnnnnn <CR> Add phone number to memory *Only available on select units.

This command allows telephone numbers to be entered into non-volatile memory. These numbers can be used to either block or pass calls to the output phone jacks. See section on use of toggles "U,u" and "K,k". The on-board memory can store as many as thirty phone numbers. Phone numbers entered into memory must be between 7 and 12 digits in length. Any attempt to enter a number less than 7 or more than 12 digits long will cause the unit to send back a question mark and the number will not be accepted by the memory. Ten digit numbers are common for the US and Canada. Less than and more than 10 digit numbers are common in other countries.

If you want to add "Private" and "Out-of-Area" callers to the memory list, refer to the following: For Private Callers, enter: N77<CR> For Out-of-Area Callers, enter: N66<CR>

Wnn <CR> Block (or pass) call on line nn *Only available on select units.

This command should be sent after the Caller ID signal and before the second ring. This way the call can be blocked (or passed) based on the Caller ID information. If toggle "B" is set, the first ring will be blocked. The application program determines whether the remaining rings should be blocked or passed. Please note: Normally, toggle "K" is set. This allows all calls to pass until a "W" is sent by the application (or an internal command is sent by the hardware memory). In a secure phone line application, the toggle "k" might be set in order to block all calls until the "W" command is sent (or the internal command is sent by the hardware memory).

Zmmddhhmm <CR> Set date and time on internal clock

This allows the programmer to set the internal clock on the unit. Since there is no battery backup on board, once power is removed from the unit, the internal clock resets to "00/00 00:00:00". This command may never have to be used, due to the following: On the first incoming call with Caller ID and a good checksum, the internal time clock will be set to the time sent in the Caller ID signal. On every call thereafter, the internal clock is reset to the Caller ID time. The format for time entry using the "Z" command is mm (month), dd (day), hh (hour), and mm (minute).

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. The date and time is offset 13 characters to the right so that it will appear in the same offset position as the date and time in the comprehensive format. Also, the time is displayed in a military format so that the time of the event can be determined exactly. An example is shown below.

01 R 11/07 07:43:52 — Ringing on line 1 at 7:43 AM 01 F 11/07 17:45:04 — Off Hook on line 1 at 5:45 PM 04 N 11/07 10:46:23 — On Hook on line 4 at 10:46 AM

Error Condition Discussion

A question mark (?) is returned on most any input that is not valid. Also, any non-interpretable characters contained within a Caller ID string will be sent as a question mark. Most likely the checksum will be calculated as "bad".

Format Discussion

Inbound Calls

The format for an inbound call is shown in Fig. 2a. The data string can be, 63 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 line number always precedes the data string. In this example, data from line 3 is discussed.

The Inbound/Outbound and Start/End of Call Indicators use I/O and S/E respectively. Remember that the unit can be set to send data on inbound and outbound calls or only on inbound calls (toggle "O,o"). Also, the data stream can be sent at the start of the call, end of the call, or both (see toggles "A,a" and "S,s").

Since the duration of the call is sent only after the call is complete, toggles "O,o" and "S,s" must be set so the unit will send data at the end of the call.

The Caller ID string sent by the telephone company always contains a checksum. The unit compares its checksum with the checksum sent by the phone company and displays the either "G" (Good) if the two match or "B" (Bad) if they do not match. The application programmer may elect to ignore this indicator and determine the validity of the data after reading in the data stream.

The next field contains both the number of rings delivered by the telephone company before the call was answered and the type of ring. A service called Distinctive Ring or Ring Master is offered to customers in many areas. It allows up to 4 telephone numbers to be routed to one phone line. Each phone number dialed causes the telephone to 10 ring differently. The unit will determine which ring pattern is delivered and mark it as A,B,C, or D. Please note the number of rings is always zero except when the data is delivered at the end of an incoming call.

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.

The phone number field for the comprehensive format is 12 characters and left justified. Dashes are inserted when the "C" toggle is set. If the "c" toggle is set the dashes are removed (and a leading $ sign is inserted in front of the data string). In some areas of the US and Canada, no area code is sent for calls within the local calling area. In this case, the unit will send the 7 digit phone number, left justified. If the application software will be used in different areas of the country, it is suggested that the local area code reside in the software to be appended to any 7 digit number delivery to make it a 10 digit number.

In many areas, the name of the caller will be delivered along with the number. This service is sometimes referred to as Caller ID Plus, Caller ID Deluxe, or Enhanced Caller ID. If delivered by the local telephone company, the name will reside in a left justified, 15 character field, following the number field. Names for private residences are usually sent last name first, space, first name, space, and then middle initial. Business names are most often sent as they are listed, but if they over 15 characters, truncation will occur. Caller ID specifications allow for the delivery any characters or symbols.

Outbound Calls

Figure 2b shows the format for outbound calls. Unlike Fig. 2a, toggle "c" is set. (Remember toggle "c" places a $ sign before the data stream and removes dashes in the phone number field.)

The outbound indicator displays O and the Start/End indicators are the same as inbound calls. The duration of the call is only sent at the end of the call and is displayed in seconds. The checksum indicator is always "good" and the number of rings remains "zero" at all times. The date/time displayed is the date/time that the call was initiated and does not change at the end of the call. The unit tries to be as "smart" as possible in determining where to place outbound dialed digits. Digits dialed are placed in either the number or name field. The algorithm below explains where the unit places digits.

All digits dialed within 2 seconds of each other will be displayed beginning in the number field. If more than 10 digits are dialed, the additional digits will be displayed in the name field. The "Start" data string for outbound calls will be sent immediately after a period of 2 seconds when no digits are dialed. Any digits dialed after this 2 second interval will be displayed in the name field and will be displayed only at the end of the call. In the example in Fig. 2a, second data string, the 800 number was originally dialed. After a few rings, an automated answering device answered the call. The caller then dialed additional digits responding to voice menu selections.

An exception to this 2 second rule provides for 7 and 10 digit numbers to be reported in the number field on the end record, regardless of the interval between dialed digits.

Discussion of Private and Out-of-Area Callers

Two unique messages can be delivered as designated by Caller ID specifications. An "Out-of-Area" message occurs if the information on a caller is unavailable. This is true for most cellular calls and is sometimes the case when the call originates outside the telephone company's Local Access Transmission Area (LATA). This loosely translates to long distance calls.

A "Private" message is sent for callers who have blocked their Caller ID number from being transmitted to the called party. Blocking can occur either on a per call or on a per line basis. For per call Caller ID blocking, a code (*67) can be dialed before each call is made. In some areas, customers can request that all calls from their line be permanently blocked. In either case, the recipient of calls from these numbers will receive a "Private" or "Anonymous" indication from their Caller ID device.

Private and Out-of-Area messages can occur in either the number or name fields if number and name service is being delivered. For example, some telephone companies allow customers to have private numbers, but names are sent. In another case, the number might be sent, but the name of the customer is Out-of-Area. This would most likely happen if the customer had just received new service and the telephone company's database had not been recently updated. It is best that your application software handles any combination of number, name, private, and out-of-area messages in both the number and name fields.

Specifications

Supply Voltage

9V DC, center negative

Supply Current

Less than 250mA

Loop Current Draw

Less than 1mA

Loop Voltage

30 to 105V DC

Ringing Voltage

60 to 130V AC

Insertion Loss

Less than 0.3dB

Voltage Drop

2.7V DC at 20mA loop current

Ringer Equivalence

(REN) 0.1B

Dimensions

8.0" W x 2.0" H x 6.5" D