Algo | 4102 AuxBox USB | User guide | Algo 4102 AuxBox USB User guide

Algo 4102 AuxBox USB User guide
Installation and User Guide
for Client Call Recorder
and AuxBox Hardware
4102 Digital AuxBox
4105 Analog AuxBox
5006 Centrex AuxBox
Algo Client Call Recorder Version 2.3
Document #:CCRUG-EN-E-03
sales@algosolutions.com
support@algosolutions.com
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Table of Contents
Table of Contents
About Client Call Recorder Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Introduction and Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
PC Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Quick Start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Quick Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Record and Playback Test. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Save Modes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Automatic Save . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Manual Save. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Recording Indication and Confirmation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Software Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Interface Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Recording System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
View Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Call List View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Call Statistics View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Call Finder View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Description of Call Record Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Email . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Add Comments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Quick Find . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Protect/Unprotect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Edit Set Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Save As. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Copy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Recording . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Call List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Hot Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Automatic Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Call Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Filter Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Missed Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Email . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Date Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
System Tray Icon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
AuxBox Relay. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Log Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Configuring Client Call Recorder (Options Description) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Import/Export Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Import Call Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Export Data to Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Maintenance Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Hardware Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Repair Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Send Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
AuxBox Hardware Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
4102 Digital AuxBox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
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Table of Contents
4105 Analog AuxBox. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
5006 Centrex AuxBox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
AuxBox Hardware Warranty and Repair . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Support and Software Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Product Registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Appendix. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Legality of Call Recording. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Firewall Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Optional AuxBox Enhancement Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Enterprise Call Recorder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4210 ECR Shelf System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1127P Visual Alerter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1126P Strobe Light . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1825P Duet Plus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1185 Horn Speaker. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Client Call Recorder Installation and User Guide
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About Client Call Recorder Software
About Client Call Recorder Software
Introduction and Overview
The Algo Client Call Recorder is a powerful call recording software
program designed for use with any one of Algo’s AuxBox™ line of call
recording hardware for Nortel TDM, Analog, and Meridian Digital Centrex
(MDC) telephone technologies.
Together with an Algo AuxBox, Client Call Recorder allows you to record
and log telephone calls directly onto a personal computer. The system
generates digital call records that can be saved automatically or ondemand and allows you to easily recall, play back, archive, and share
recorded conversations. You can also analyze and generate detailed
reports of telephone activity.
System Description
A Client Call Recorder system is comprised of a call recording hardware
module (an Algo "AuxBox") and the call recording software (“Client Call
Recorder”). The AuxBox connects to the PC (through USB) and to the
telephone line you want to record. Client Call Recorder can be installed on
any PC with the following Windows operating systems: Windows 7, Vista,
XP, or 2000.
AuxBox Hardware
Client Call Recorder works with any of the following Algo AuxBox hardware
modules, each of which provide an interface between the recording PC and
a particular type of telephone technology:
Model
Telephone Compatibility
4102
Digital AuxBox
Nortel digital telephones on a Norstar,
Business Communication Manager (BCM),
Meridian 1 or CS 1000 system
4105
Analog AuxBox
Analog telephones
5006
Centrex AuxBox
Meridian Digital Centrex (MDC) telephone
systems
For detailed information on each AuxBox model, please refer to (“AuxBox
Hardware Information” on page 36)
Optional Accessories
for Visual or Audible
Alerting
Each AuxBox model can be connected to a visual or audible alerter in
order to signal events (or states) such Message Waiting in service provider
voicemail, Ringing, extension In-Use, and Active Recording. Visual and
audible alerters are available through the Algo website at
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Client Call Recorder Installation and User Guide
1
About Client Call Recorder Software
PC Requirements
•
•
•
•
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Windows 2000, XP, Vista, Windows 7
One USB Port
256 kB RAM
1 GB Free Hard Drive Space (Recommended)
2
Quick Start
Quick Start
Quick Install
Connect to PC
1.
2.
3.
4.
5.
Turn on your PC.
Connect the AuxBox to your PC using the supplied USB cable.
If you are using a 4105 Analog AuxBox, skip to step 5.
Plug in the power supply.
The Power light on the AuxBox should turn on solid to indicate power,
then start flashing to indicate successful USB communication with the
PC.
Connect to Telephone
Line
6. Disconnect your telephone from the existing jack and connect instead
to either telephone jack on the back of the AuxBox.
For other installation configurations possible
with your particular AuxBox model, please
consult “AuxBox Hardware Information” on
page 36.
7. Using the supplied telephone cord, connect the remaining free telephone jack of the AuxBox to the telephone jack where your telephone
was previously connected.
Note: Powering down the AuxBox will not affect your telephone.
Install Client Call
Recorder
8. Place the Client Call Recorder CD into your PC. If the Client Call
Recorder Installation Wizard does not start automatically, double-click
the CCR_Install.exe file on the CD and click Run
9. Follow the instructions provided by the Installation Wizard to complete
the installation.
When first running Client Call Recorder, some
third party firewall programs might incorrectly
flag that the program wants to access the
internet. If this happens, simply allow these
processes. For more information, please refer to
“Firewall Issues” on page 53.
By default, Client Call Recorder saves all calls automatically and stores
them indefinitely. To change these options, refer to “Save Modes” on
page 5 or “Automatic Delete” on page 26.
Client Call Recorder Installation and User Guide
3
Quick Start
Record and Playback Test
Now that Client Call Recorder is installed, you can try the following for a
test and quick introduction to the software.
Call a Friend
1. Pick up your telephone handset and dial a friend. Notice the In-Use
light on the front of the AuxBox turns on. The Power light will also start
flashing which lets you know that your call is being recorded successfully. Client Call Recorder also includes a small icon in your system tray
which will be flashing while recording.
2. Open the Client Call Recorder Interface. This can be done in a number
of ways:
• From the Client Call Recorder icon on the desktop
• From the Start menu (Start>Programs>Client Call Recorder)
• By double-clicking the flashing system tray icon
(or right-clicking the icon, then choosing Open Client Call Recorder)
The Call List View will open and you should be able to see the
telephone number you dialed and the call duration of the current call.
3. Finish your conversation and hang up.
4. A new call record should now appear in the recent calls list. Doubleclick on this new call to play back this call record. If you cannot hear
anything, check to see that your speakers or your headset are turned
on.
Close the Software
Interface
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5. Close the Client Call Recorder Interface by clicking on the X (Windows
Close button) at the top right of the window. Note that the Client Call
Recorder Interface does not need to be opened in order to record your
conversations. The recording system runs in the background of your PC
and displays an icon in the system tray to indicate that it is active. To
deactivate the recording, simply shut down the recording system from
the Client Call Recorder Interface Tools menu (Tools>Recording System
Commands>Shut down recording) or the system tray icon right-click
menu “Shut Down Recording” option.
4
Save Modes
Save Modes
Client Call Recorder provides two different call recording save modes:
Automatic Save (default setting), and Manual Save.
Automatic Save
In this mode, ALL calls are recorded and saved to the Client Call Recorder
database except if the call set display matches any of the patterns in the
Filter Calls list (see “Filter Calls” on page 28). This list may be used to
ensure that certain calls (personal calls, credit card authorization machines
calls, etc.) are not saved.
Protecting Call Records
In Automatic Save mode, the active call record can be protected against
future automatic or accidental deletion by pressing the Save Hot Key (see
“Hot Keys” on page 23)
Setting the Automatic
Record Mode
1. Select Tools>Options>Recording
2. Select Automatic Save in the mode section, then click Apply.
Client Call Recorder Installation and User Guide
5
Save Modes
Manual Save
In Manual Save mode, only those calls you manually select are saved into
the Client Call Recorder database. You can trigger the saving of the call
record at any time during a call, or before the next call is made, to store the
entire call in the Client Call Recorder database. This ensures no
information is lost when you decide to save a call, even if you trigger the
Save Call function at the end of a call.
How Manual Save
Works
In Manual Save mode, each call is recorded into a buffer (as a temporary
file) and stored until a new call is initiated. This temporary file can be saved
to the Client Call Recorder database (see “Activating Manual Save“ below)
at any time during the call, or after it is completed (but before a new call is
made). Note that if there is an unsaved call in the buffer when a new call is
made, this temporary call file will be deleted and a new temporary file
created.
Activating Manual
Save
Manual saving of a call in progress is activated by any one of the following
actions:
1. Pressing a programmable “Hot Key” on your telephone (refer to “Hot
Keys” on page 23)
2. Pressing a pre-programmed key on your PC Keyboard (“Keyboard Hot
Key”) when the Client Call Recorder Interface is active. For example,
function keys F2 to F8 can be programmed to initiate recording.
3. Clicking the Save Call button in the Current call section of the Call List
View.
Selecting the Manual
Record Mode
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1. Select Tools>Options>Recording
2. Select Manual Save in the mode section, then click Apply.
6
Save Modes
Recording Indication and Confirmation
Client Call Recorder provides several visual (flashing) indicators to confirm
that call recording is active. These are:
•
•
•
The Power indicator light on the AuxBox
The Client Call Recorder system tray icon
The telephone Status icon in the Current Call section of the Call List
View of the Client Call Recorder
Manual Save Mode
In Manual Save mode, recording indicators will not flash when the call is in
progress until a Save Hot Key is pressed.
Confirmation of
Completed Recording
Once a recorded call is completed, a
balloon message connected to the system
tray recording icon will briefly display,
confirming that the call was recorded, as well
as providing details of the call.
Information balloons display in Client Call
Recorder by default. These can be turned off by changing the system tray
icon settings (Tools>Options>System Tray Icon). Note that turning off the
system tray icon will prevent the display of this confirmation message.
Client Call Recorder Installation and User Guide
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Software Overview
Software Overview
Client Call Recorder is made up of two different program components:
1. Interface program
2. Recording system
Interface Program
The Client Call Recorder Interface is the main program you, the user, will
see and interact with. It is where you can set system parameters, and
perform such functions as accessing, editing and emailing call record data,
creating reports, and starting or stopping the Recording system. Depending
on how you or your business operates, you may use the Client Call
Recorder Interface constantly, occasionally, or hardly at all.
Language Selection
The Client Call Recorder Interface is available in English and French.
Language selection is made by clicking View>Language from the main
menu.
Views
The Client Call Recorder Interface has three views:
Call List
(default view)
Call Statistics
Call Finder
You can move between these views by clicking the view icons located near
the top right of the software screens.
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Software Overview
Toolbars and Menus
In all three views, the Client Call Recorder Interface contains a main menu
and toolbar at the top of the program window. A context (right-click) menu
is also available in the Call List and Call Finder Views when a call record is
selected.
Menu Bar
Toolbar
Function buttons
View buttons
Context menus
Startup
To start the Client Call Recorder Interface, do one of the following:
•
•
•
Double-click the Client Call Recorder icon on the desktop
Choose Start>Programs>Client Call Recorder
Double-click the system tray icon
(or right-click the icon, then
choose Open Client Call Recorder)
Recording System
The Recording system is the background functionality of the Client Call
Recorder program. When active, it operates continuously - whether you
access the Interface program or not. In the background, it performs
(depending on the system settings) such actions as:
•
•
•
•
•
Automatically recording and logging calls
Receiving Phone Hot Key commands and performing associated functions (saving or protecting call records)
Automatically filtering calls
Logging call activity, and
Automatically deleting calls
Client Call Recorder Installation and User Guide
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Software Overview
The Recording system can be turned on or off through the Client Call
Recorder Interface (Tools>Recording System Commands) or by rightclicking the system tray icon (if enabled) and choosing Shut down
recording.
Note that exiting the Client Call Recorder Interface does NOT shut down
the recording system.
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View Description
View Description
Call List View
Current Call
Section
Recent Calls
Section
Player Section
The Call List View is the primary screen used in Client Call Recorder. The
view is comprised of three main sections:
1. Current Call / Telephone Status Display
2. Recent Calls
3. Player
Current Call /
Telephone Status
Display Section
This section displays telephone line status as well as real-time information
about any current call in progress. From here, you can perform various
functions related to the current call. More specifically, this section displays:
•
•
•
•
•
Telephone In-Use status (on-hook or off-hook)
Status of telephone recording activity (the telephone icon flashes when
the recording is set to be saved in the database)
Telephone Set Display data (Caller ID or dialed number)
Message Waiting status (an envelope icon will be displayed if new
voicemails are on the system)
Ringing status (a ringing animation will be displayed)
This section also allows you to:
•
•
•
Recent Calls List
Enter and save comments while on the current call
Toggle recording (used to save only portions of a call recording)
In Manual Save mode, allows you to save the current call (or the last
unsaved call) to the Client Call Recorder database
This section is where your most recent call records are (or will be) listed and
from where you can perform various functions related to those call records.
The Recent Calls list displays all of the relevant information related to each
of your call records. This includes the start time, duration, set display, userentered comments, type of call, protection status, call record filename, and
the file format (wma or wav).
Key Features
•
Clicking on each column heading automatically sorts the call records.
You can use this feature to easily sort or locate calls.
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View Description
•
•
•
•
•
Player
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Each column is resizable. Just click on the border between two column
headings and drag to the desired size.
You can display only the columns you want by right-clicking on any column heading, then selecting or deselecting the desired columns
By selecting a call record and right-clicking, you can play or email the
record, add or edit comments, edit set display text, delete the record,
protect the record from automatic deletion (or unprotect it), save the
record as an external file, or copy the record to another directory.
You can access the Quick Find function (by clicking the Quick Find icon
or by selecting a call record, right-clicking and choosing Quick Find)
that allows you to quickly search through all calls in the Call List View.
Note that for full search capabilities on all calls in the Client Call
Recorder database, use the Call Finder function (see “Call Finder View”
on page 14).
Because Client Call Recorder call records are Windows files, they can
be selected, copied, or dragged-and-dropped from the Call List View
to different folders, back-up media, emails, or your desktop.
The Player provides call record playback functionality. To use the Player, first
select a call record from the list of calls, then click the play button. Once
playing, you can pause or stop the playback, drag the playback slider to
skip to a different section of the call, and adjust the playback volume.
12
View Description
Call Statistics View
Client Call Recorder keeps track of your telephone usage and can provide
some interesting and useful statistical information. These statistics can be
generated from all calls in the database or based on a specified time
period. To access this information, click the Call Statistics icon, or select
View>Call Statistics.
Available statistical information includes:
•
•
•
•
•
•
Number of telephone calls made outbound
Number of telephone call received
Number of missed telephone calls
Number of imported calls
Longest, shortest, and oldest call, and
Average call duration
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View Description
Call Finder View
Searching is probably one of the most powerful features of the Client Call
Recorder. Clicking the Call Finder icon brings up a menu of search options
that can be used, in combination, to very quickly find the exact call record
you need.
Call Finder Search
Options
Call records can be searched by any combination of the following:
•
•
•
•
•
Date range
Call duration
Set Display - dialed number or Caller ID string match
Comment text match
Call type - inbound/outbound/missed/imported
Records that meet the search criteria will be listed in the Call Finder View.
This view is similar in functionality to the Recent Calls section of the Call List
View, listing all of the relevant information related to each call, and
allowing you to perform various functions related to those call records
(playing, emailing, protecting, etc.)
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Description of Call Record Functions
Description of Call Record Functions
Client Call Recorder provides numerous functions for working with the call
records you collect. These are:
•
•
•
•
•
•
•
•
Email
Comments
Quick Find
Delete
Protect / Unprotect
Edit Set Display
Save As
Copy
There are several ways to access these functions from either the Call List or
Call Finder views:
•
•
•
Select a call record, right-click your mouse, then choose from the dropdown list
Select Edit from the main menu bar, then choose from the drop-down
list (only the edit functions are available from this method)
Use the function buttons from the main toolbar
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Description of Call Record Functions
Email
Call records may be easily emailed as attachments by simply highlighting
one or more call records and choosing the Email function. Standard
Windows controls work in the Call List View to select multiple call records for example, holding the CTRL key while clicking the selected call records
you wish to email.
Client Call Recorder will, by default, use Microsoft Outlook or Outlook
Express to compose and send emails.
Clicking the Email icon will open your email software and automatically
insert as attachments the call records you selected. In addition, the call
detail and comments are inserted into the text body. Client Call Recorder
will also include an “Algo Recorded” line of text. Of course we hope you
will help us promote our product, but this text line may be deleted manually
and set to not be displayed by unchecking the Display Recorded message
checkbox in Tools>Options>Email.
Any of the automatically inserted text may, of course, be edited or deleted if
you do not wish to share this information with your recipient. Keep in mind
that this information is also embedded in the audio file (e.g. comment text),
but will not be retrieved by Windows Media Player.
Don't forget to change the subject line of your
email to something relevant to your recipient!
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Description of Call Record Functions
Add Comments
Adding comments to a call record not only helps summarize the contents of
a call but also makes search and retrieval much easier at a later date.
Anytime while recording a call, comments (up to 200 characters) can be
typed into the Comment bar in the Current Call section of the Call List
View.
Once a call is saved, comments may be added or edited by selecting the
Comments function. You can then add or edit text in the Comment text box.
Comments are embedded into call records, just like Caller ID and other
data, to be retrieved by Client Call Recorder.
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Description of Call Record Functions
Quick Find
The Quick Find function allows you to search all the fields in the displayed
call list in either the Call List View or Call Finder View. The function
highlights any call records, from any field, that match the text entered in the
Quick Find search box.
Delete
The Delete function allows you to delete one or more call records that have
been selected in the Call List View. Note that the Delete function will not
delete protected records. To delete a protected record, first unprotect the
record, then delete it.
Protect/Unprotect
Allows you to protect a call record so that it cannot be deleted within Client
Call Recorder. This feature ensures that a call record will remain in the
Client Call Recorder database even if the Automatic Delete function is set.
In addition, protected call records will not be counted as part of the
Number of Calls limit set for the Automatic Delete function (if used). For
example, if you have set the Number of Calls limit to 20 calls and have
protected two calls, you will store the two protected calls plus the 20 most
recent calls.
To protect a call record, select the record then choose the Protect function.
To manually delete a protected call record, first unprotect it, then delete it.
Edit Set Display
Allows you to edit the automatically-generated text in a call record’s set
display field, up to a maximum of 200 characters.
Save As
Allows you to save a call record under a different name or to a different
location on your computer or storage media.
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Description of Call Record Functions
Copy
Allows you to copy selected call records to a different directory on your
computer or storage media. To use this function, first select the call records
of interest from the Call List or Call Finder views, choose Copy, then select
the target folder to copy to.
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Configuring Client Call Recorder (Options Description)
Configuring Client Call Recorder (Options Description)
Numerous configuration options for Client Call Recorder are available by
accessing Tools>Options from the main menu.
The following sections describe these options:
Recording
Mode
Allows you to set Client Call Recorder’s recording mode to either
Automatic Save (default), or Manual Save (refer to “Save Modes” on
page 5).
Encoding
This option allows you to set the encoding format used for call record file
creation. You can change the audio quality of call records by selecting one
of two recording formats: WMA or uncompressed WAV.
For the WMA recording format, the default encoding profile is Best Audio
Compression which provides a good balance between audio quality and
compression level. It is also the most space efficient format. The other
option, Best Audio Quality, provides better audio quality but requires more
storage disk space.
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Configuring Client Call Recorder (Options Description)
Encoding and Storage
Requirements
Client Call Recorder’s call record files use 3 MB, 5 MB, or 60MB of hard
drive space per hour of conversation (depending on encoding format
selected).
The following table summarizes how long you can record calls for based on
different hard disk capacities and encoding settings:
Table 1: Recording Capacity*
Hard Drive
Capacity
(in GB)
WMA - Best
Audio
Compression
WMA Best
Audio Quality
WAV Uncompressed
3 MB/Hour
5 MB/Hour
60 MB/Hour
1
4 months
2.5 months
6 days
5
1.5 years
1 year
1 month
10
3 years
2 years
2 months
50
15 years
10 years
10 months
100
30 years
20 years
1.5 years
*Based on 20 hours of recording per week
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Configuring Client Call Recorder (Options Description)
Call List
Display Settings
Display Settings control how many recent calls will be displayed in the Call
List View’s Recent Calls list. The display of calls can be limited by:
•
•
Number of calls
Period of time
For example, if the option for “10 days” is selected, the Call List View will
only display call records from the last 10 days.
Note that the Call List View only lists recent calls and the complete list of
calls in the Client Call Recorder database can still be accessed using the
Call Finder.
To get a complete listing of all calls, use the Call
Finder and enter a “blank” search with no
parameters.
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Configuring Client Call Recorder (Options Description)
Hot Keys
Hot Keys are convenient keys you can press to trigger the saving of a call
record, to toggle recording on or off, or to set call record protection. There
are two types of Hot Keys:
1. Save Hot Key
2. Toggle Record Hot Key
Save Hot Key
In Manual Save mode, pressing a Save Hot Key will save the entire
conversation as a call record into the Client Call Recorder database.
In Automatic Save mode, where calls are already recorded and saved,
pressing a Save Hot Key will instead set the Protect flag for the record.
There are four different ways to trigger the Save Hot Key:
1. Phone Save Hot Key
2. Keyboard Save Hot Key
3. Through the Client Call Recorder Interface (by clicking the Save Call
button that displays when on a call in the Call List View)
Toggle Record Key
The Toggle Record Key toggles call recording on or off, recording each
portion as a separate call record. This action overrides Automatic or
Manual Save modes.
There are two different ways to trigger the Toggle Record Key:
1. Phone Enable Record Hot Key
2. Through the Client Call Recorder Interface (by pressing the Toggle
Record button that displays when on a call in the Call List View)
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Configuring Client Call Recorder (Options Description)
Phone Hot Keys
Phone Hot Keys allow you to conveniently save or protect a call record
without having to be near your PC, or requiring the Client Call Recorder
Interface to be open.
If you are using either a 4102 and 5006 AuxBox, the telephone keys to be
set as Phone Hot Keys should first be configured as blank keys1 in the
telephone system programming. This is necessary to ensure that the keys do
not execute any commands on the telephone when used with the software.
If you are using a 4105 Analog AuxBox, note
that Phone Hot Keys generate touch tone
signals (DTMF tones) that will be heard by all
parties to the call. If this is not desired, please
use a different type of Hot Key (Keyboard or
Client Call Recorder Interface)
Phone Save
Hot Key Setup
Using the
Phone Save
Hot Key
1. Check the Enable Save Key box
2. Click Select
3. Press a blank program key on your telephone, or, if using a 4105 Analog AuxBox, any key on your analog telephone
4. Client Call Recorder will confirm your selection by displaying a Definition line of text below the Select button
Using the Phone Save Hot Key while on a call varies slightly depending on
which AuxBox model you are using:
•
•
For 4102 or 5006 AuxBoxes: Simply press the Phone Save Hot Key you
programmed above
For 4105 Analog AuxBox: With analog telephones, you must first press
the Star key (*) followed by the Phone Hot Save Key you selected previously
To disable the Phone Save Hot Key, uncheck the Enable Save Key box.
Phone Enable
Record
Hot Key Setup
1. Check the Enable Record Key box
2. Click Select
3. Press a blank program key on your telephone, or, if using a 4105 Analog AuxBox, any key on your analog telephone (other than the one you
used for the Phone Save Hot Key)
4. Client Call Recorder will confirm your selection by displaying a Definition line of text below the Select button
Using the
Phone Enable
Record
Hot Key
Using the Phone Enable Record Hot Key to toggle recording (while on a
call) varies slightly depending on which AuxBox model you are using:
•
For 4102 or 5006 AuxBoxes: Simply press the programmed Phone
Enable Record Hot Key
1. To clear a key on a Norstar telephone, press Feature, *, 1. Then press the key you
want to clear, followed by Hold. To clear or blank keys on other telephones, please
refer to your telephone system documentation.
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Configuring Client Call Recorder (Options Description)
•
For 4105 Analog AuxBox: With analog telephones, you must first press
the Pound key (#) followed by the Phone Enable Record Hot Key you
selected previously
Recording can be toggled on and off multiple times during a call.
To disable the Phone Toggle Record Key, uncheck the Enable Record Key
box.
Keyboard Hot Key
The Keyboard Save Key allows you to manually save or protect a call
record by pressing a single function key that you have programmed. In
order to use this function, the Client Call Recorder Interface must be open
and be the active window.
To set the Keyboard Hot Key, make sure the Enable Keyboard Save Key
checkbox is checked, then select a keyboard function key from the dropdown box. To disable this function, clear the checkbox.
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Configuring Client Call Recorder (Options Description)
Automatic Delete
To help manage call record files, Client Call Recorder includes several
options to help keep storage requirements low. You can choose to
automatically delete call record files based on how old they are (number of
days), how many there are, or how much hard disk space (in MB) they take
up. Also, using the Call Deletion mode settings, calls may be deleted
permanently, or to your recycle bin.
If you choose to automatically delete records based on days, number of
calls, or storage space, keep in mind that there is a risk that you could
occasionally delete wanted files. Therefore, it is important to set these
conditions properly. Consider the following problematic cases:
Limiting by Number of
Calls
•
If someone calls your number fifty times one day while you are out, it
may prematurely push important records into the recycle bin.
Limiting by Number of
Days
•
If you have a schedule disruption, like an extended business trip, some
of the call records you were expecting to review upon your return may
have already been deleted.
Limiting by Storage MB
•
If you have one or more lengthy conversations that use up a lot of
memory, it may prematurely push important records into the recycle
bin.
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Configuring Client Call Recorder (Options Description)
Call Storage
Call Storage
This option allows you to set or change the directory where call records are
stored. The default storage directory is
C:\Program Files\Algo\CCR\Data\
Client Call Recorder will create its database
folder structure inside the selected folder for call
record storage. This is done following a naming
convention of year-month
(i.e. “.\domain\stn001\201005\”)
Network Drive
Windows User Access
In order to select a mapped drive as the root of the call storage directory,
you will have to enter the Windows User Login information of the currently
logged in user to allow Client Call Recorder to access it. Note: The
Windows User Login must have read and write privileges to the selected
mapped drive.
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Configuring Client Call Recorder (Options Description)
Filter Calls
The Filter Call function may be used to avoid automatic recording of data
calls such as when a modem shares the same phone line. Another typical
application is to filter personal calls such as from a home telephone.
Up to ten different phone numbers (or alphanumeric patterns) can be
entered into the Filter Calls list that will be used to prevent calls from being
automatically saved.
This function works by searching for the pattern in the set display. Thus you
can enter partial text or numbers instead of exact phone numbers or
names. If there is a match, the call record is not saved. You can still
manually save the file, if desired.
Note that Client Call Recorder will look for any
match, so if you enter just "9" in the Filter Calls
list, any number dialed that includes a 9 will not
be recorded. Make sure you test your Filter
Calls string to ensure you get the results you
intend.
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Configuring Client Call Recorder (Options Description)
Missed Calls
Client Call Recorder will generate a missed call record whenever the
telephone rings but is not picked up. This record stores the time of the call
and Caller ID information.
You can choose to have Client Call Recorder log missed calls or not. A log
of missed calls can be very useful to gauge telephone activity.
The Missed Call Delay setting can be adjusted to match the ring cadence of
the phone system used. Adjust the detection delay if missed calls are
generating multiple records.
Email
Allows you to automatically include Email signature text into any emails
sent from Client Call Recorder.
This option also allows you to disable the default “Algo Recorded” message
displayed in the emails.
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Configuring Client Call Recorder (Options Description)
Date Format
Client Call Recorder provides several alternative time and date formats that
can be displayed in the program (such as in the Call List View).
Choose the desired format from the drop-down box then click OK or Apply.
System Tray Icon
The Client Call Recorder recording icon
in the Windows system tray is
enabled by default. It can be hidden, if desired, by unchecking the Enable
checkbox.
It is also possible to disable the system tray information balloons such as
those displayed following the creation of a new call record. Note that
disabling the system tray icon also disables the display of information
balloons.
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Configuring Client Call Recorder (Options Description)
AuxBox Relay
Each AuxBox call recorder provides one or more dry contact output jacks
designed to trigger an external alerting device in the event of one or all of
the following events:
1.
2.
3.
4.
5.
Ring
Message Waiting
In-Use (telephone off-hook)
Page
Save Activated (call set to be saved)
By default, the Relay Active Mode is set to All Modes. The output jack can
also be deactivated by selecting the Disabled setting.
The AuxBox Relay settings screen will vary slightly depending which model
of AuxBox you are using with Client Call Recorder. These differences are as
follows:
•
•
•
•
If using a 4105 Analog AuxBox, configuration options for a single relay
will be displayed.
If a 4102 Digital AuxBox or 5006 Centrex AuxBox is connected, configuration settings for two relays will be provided.
The 4102 allows you to select its “Far End” audio level, to record both
ends of a conversation, or only the receiving end, and to set the speech
decoding format (uLaw for North America, aLaw for Europe)
Since the message waiting feature can be configured on any key on a
Centrex telephone, the 5006 Centrex AuxBox needs its message waiting key to be programmed by the software in order to recognize it.
Click on “Select Msg Wait Key. . .”, then push your message wait key
on your Centrex telephone.
If you are using a 4102 Digital AuxBox, please
note that software control of the output relays
requires front panel switches 2, 3 & 4 be set in
the default OFF position.
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Configuring Client Call Recorder (Options Description)
Alerter Compatibility
A recommended visual alerter device is the Algo 1127 Visual Alerter1.
However, any device that can be triggered from a dry contact output will
work.
External visual alerters are valuable tools
for remotely telling when your telephone is
ringing (such as in a busy office) or to
quickly see if there are messages waiting
while working away from your desk.
Typical Alerter
Diagram
Accessory Jack
(Relay Output)
Optional Alerter
Light
1.
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For complete information on the Algo 1127 Visual Alerter, please
refer to www.algosolutions.com/1127
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Configuring Client Call Recorder (Options Description)
Log Level
Sets the level of detail of software activity logs generated by the Client Call
Recorder. The Normal setting is the default for regular system operation.
Note: Debug and Troubleshoot settings should only be used on the advice
of Algo technical support personnel.
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Import/Export Data
Import/Export Data
Import Call Records
Client Call Recorder allows you to import call
records (.wma or .wav audio files) into the
Client Call Recorder database. Individual call
records or entire directories of files can be
imported through the menu option
File>Import Files.
Export Data to Excel
Client Call Recorder includes an Excel Export function (Tools> Export data
to Excel) that allows you to produce formatted reports in Microsoft Excel®
based on data in an active Call List, Call Statistics, or Call Finder View.
As an example, you could generate a call statistics report of weekly call
data, then export the data to Excel for formatting and printing.
Another example is to create a Call Finder window displaying all business
calls related to a certain client during the last month. This report could then
be exported to Excel and used to support invoicing or client
communications.
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Maintenance Tools
Maintenance Tools
Client Call Recorder includes a number of tools designed to keep your
software and hardware working properly.
Hardware Maintenance
AuxBox call recorders have been designed to allow upgrades to the AuxBox
firmware as well as reprogramming of an AuxBox serial number.
This function can be accessed by selecting Tools>Hardware Maintenance.
Note that Client Call Recorder’s recording system will need to be
temporarily shut down while this maintenance is performed.
To upgrade the AuxBox firmware to the latest firmware release, you can visit
the Algo website (www.algosolutions.com) and download the latest
firmware file. Information on how to proceed with the upgrade is provided
on the download page. You may also contact Algo technical support to get
help.
Reprogramming an AuxBox serial number is typically not required.
However, in some applications, such as when recording from an M2250
Console telephone, it is necessary. Refer to “M2250 Console Setup” on
page 41 for more information.
Repair Database
Client Call Recorder includes a database maintenance function that allows
reconstruction of the Call Record database if some records have become
corrupted, or been manually added or deleted from outside of the Client
Call Recorder.
To repair the database, choose Tools>Repair Database, then select one or
more monthly folders of call data. Each folder is identified by the yearmonth format of yyyymm. For example, to repair the database holding calls
for May 2010, select the 201005 folder.
Once activated, this feature reads all the call record files in the selected
directories to rebuild the call database used for searches and displays.
Send Logs
This option is used to gather all the Client Call Recorder logs and settings
and zip them into a file that can be sent easily to Algo support for
troubleshooting purposes.
Note: Debug and Troubleshoot settings should only be used on the advice
of Algo technical support personnel.
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AuxBox Hardware Information
AuxBox Hardware Information
4102 Digital AuxBox
The 4102 Digital AuxBox monitors the activity of your digital Norstar, BCM,
Meridian 1, or CS 1000 system telephone including the voice channel. This
information is sent to a PC using a USB (Universal Serial Bus) connection.
The Algo recording software allows you to record, playback, and email
telephone conversations (with call display information) using the hard drive
of your PC or server.
The 4102 Digital AuxBox also provides an analog output that allows
recording with a separate audio recorder or PC sound card, as well as
interfacing to a paging system. In addition, the unit provides relay outputs
to indicate ringing, in-use, message waiting, and other events. These relay
outputs may be used for audible and visual alerting or activation of analog
recording equipment.
Package Contents
•
•
•
•
•
•
•
4102 Digital AuxBox
User Guide (this guide)
Client Call Recorder Software CD
Telephone line cord
USB cable
Relay Cord
Power Supply
Installation
1. Disconnect your telephone line cord from the wall jack and connect to
either one of the RJ12 telephone jacks on the 4102 Digital AuxBox.
Using the supplied telephone line cord, connect the second RJ12 telephone jack on the AuxBox to your telephone wall jack.
2. Ensure that your digital telephone is operational. This may take a few
minutes depending on your telephone system.
OR The 4102 may be installed in a bridging configuration using either
RJ12 jack. Maximum recommended cord length is 15 feet.
Connecting to
your PC USB Port
3. Connect the USB cable to your PC and to the 4102 Digital AuxBox.
4. Plug in the power supply.
5. The first time you connect the 4102 Digital AuxBox, Windows should
advise “New hardware Found” and proceed to load the necessary drivers. Windows should install up to 3 sets of drivers. USB Composite
Device, USB Audio Device, and Human Interface Device (HID).
6. For each, select the recommended driver by clicking the Next and Finish buttons as appropriate. You may be prompted for your Windows
CD during this process. Note that on many computers these files are
also stored in C:\WINDOWS\OPTIONS\CABS. Ask your System
Administrator if you have any difficulties.
7. The lights on the front panel indicate whether the hardware installation
was successful. The Power light will be winking to indicate communication with the PC USB port. The TDM light will be winking twice for
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AuxBox Hardware Information
Norstar / BCM, once for Meridian 1 or CS 1000. Allow approximately
8 seconds for this to begin.
8. Lift the telephone handset (or go off-hook with the speakerphone or
headset) to turn on the In-Use light on the front panel of the 4102 Digital AuxBox. This indicates that the unit is working properly.
Connection Diagram
1127 Visual
Alerter
(optional)
Client Call Recorder
4102 Digital AuxBox
Digital Telephone
Client Call Recorder Installation and User Guide
Telephone
Server
37
AuxBox Hardware Information
Hardware Description
Front Panel Lights
Power - Winking indicates USB connection; On solid
indicates device is powered but no USB activity has
been detected.
TDM - Winking indicates connection to Meridian M1/
CS 1000; Winking twice indicates connection to BCM/
Norstar
Relay 1 / Relay 2 - Activated when light is on
Ring - Ring has been detected on telephone when light
is on
In-Use - Phone is in-use (on handset, headset, or
hands-free) when light is on
Msg Wait - Message Waiting has been detected on
telephone when light is on
Page - Voice call or page is in progress when light in
on
SW1 - Refer to “Switch Settings” on page 39
Back Panel
USB - Connect to USB port of PC; Provides
connectivity to Algo Recording Software
Power - (24Vdc 0.2A) - Connect power adapter
supplied with the unit
Relay 1 / Relay 2 - 2.5mm mono jack supplying dry
contact closure outputs
Audio - 3.5 mono jack providing analog audio
output
RJ12 Jacks - Connect digital telephone in series using
line in/line out configuration OR connect either jack
to wire pair carrying digital signal
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AuxBox Hardware Information
Switch Settings
Eight option switches are accessible through the front panel of the 4102.
These switches allow the user to configure the unit’s operation to match the
desired application.
Switch#
1
Description
Audio Level Switch. Set the switch to the OFF (UP)
position for nominal -12dBm audio level. Set the
switch to the ON (DOWN) position for nominal 0dBm
audio level.
2
Can be used to override software control in setting
Relay Options for external alerting equipment (refer to
“Setting Relay Options” on page 40)
3
4
5
Unused
6
7
Set the switch to the OFF (UP) position for recording
1-way audio (receive only) or to the ON (DOWN)
position for normal 2-way audio (default position).
8
Speech encoding setting. Set the switch to the ON
(DOWN) position for North American telephone
applications or to the OFF (UP) position for Europe
and Australia. Incorrect settings can result in garbled
audio.
Position 2,3,&4
Relay Options
Position 7
OFF=1 Way Audio (Receive) Only
ON=2 Way Audio
OFF
SW1
ON
Position 1
OFF=Audio Level High
ON=Audio Level Low
Client Call Recorder Installation and User Guide
Position 5 &6
Unused
Position 8
OFF=aLaw Speech Encoding
(Europe, Australia)
ON=uLaw Speech Encoding
(North America)
39
AuxBox Hardware Information
Setting Relay Options
Relay Options
The 4102 Digital AuxBox is equipped with two relays that provide dry
contact outputs to interface with external devices, such as Algo’s Visual and
Audible Alerters. The default setting of the 4102 sets the functionality of
these relays to be controlled through the Client Call Recorder software
(refer to “AuxBox Relay” on page 31). However, software control can be
overridden by configuring Option Switches 2 to 4, as illustrated below:
Switch Settings
Relay 1
Relay 2
Ring
In-Use
Ring
Page
Ring
Message Waiting
In-Use
Page
In-Use
Message Waiting
Page
Message Waiting
In-Use
In-Use
Relay settings controlled by Client Call
Recorder Software. This is the default
setting.
www.algosolutions.com
40
AuxBox Hardware Information
M2250 Console Setup
The M2250 Attendant Console connects to the phone system via a pair of
TN links. As a result, two Algo 4102 Digital AuxBoxes are required to
capture both call audio and Caller ID information from a M2250 console.
(If Caller ID is not required, then only one AuxBox is necessary). Special
configuration of the serial numbers on these two AuxBoxes is required for
Client Call Recorder to recognize the dual recorder. Please consult the Algo
Application Note 0304 (http://www.algosolutions.com/pdf/AN-0304.pdf)
for wiring details.
To configure the 4102 Digital AuxBox serial numbers:
1. Ensure both AuxBoxes are connected to the PC
2. Make note of each AuxBox serial number and to which channel you
have it connected: TN1 (data/audio channel) or TN2 (the LCD/Caller
ID channel). The serial number is listed on a label on the bottom of
each AuxBox.
3. Choose Tools>Hardware Maintenance
4. Select Yes to temporarily shut down recording
5. Select the AuxBox connected to the TN1 channel (the “Primary AuxBox”) and click Program Serial Number
6. Enter the serial number you noted earlier and add the suffix “M2250A”
to it. For example:
7. Press OK to return to the Hardware Maintenance window.
8. Select the AuxBox connected to the TN2 channel (the “Secondary AuxBox”)
9. Program the Secondary Auxbox to the same serial number as the Primary AuxBox but, instead of having “M2250A” at the end, type in
“M2250B”.
10. Press OK, then Exit to close the Hardware Maintenance window.
Client Call Recorder Installation and User Guide
41
AuxBox Hardware Information
4102 Specifications
General
Dimensions
12 x 9.7 x 2.7cm (4.7 x 3.8 x 1.1”)
Weight
120g (4.2 oz.)
Recording
Records digitally to PC hard drive; 3 MB per hour
(Client Call Recorder default WMA encoding)
PC Requirements
•
•
•
•
Power
Adapter included; 24V 200mA, Class II
Cables included
•
•
•
Windows 7, Vista, XP, 2000
Available USB Port
1 GB Hard Drive space
256 MB RAM P3 450 MHz or better
USB Cable (A-B): 6 feet (1.8m)
Relay Cable: 6 feet (1.8m)
2.5mm plug to 2.5mm plug
Telephone Cable: 7 feet (2.1m)
6-conductor telephone line cord
Telephony
Compatibility
Meridian 1: M2006, M2008, M2216, M2250,
M2616, M3901, M3902, M3903, M3904, M3905
Norstar/BCM: M7100, M7208, M7310, M7324,
T7100, T7208, T7316, T7316E, T7406
Bridge Tap
10 ft. (3m) Recommended maximum (if not series)
Digital Loop Connection RJ12 series or bridging
Loop limit
(from PBX/KSU)
3000 ft. (900m): Meridian 1
2600 ft. (800m): Norstar, Business Communications
Manager
Analog Audio Output
Connection
3.5mm audio jack
Level
0dBm or -12dBm output 600 ohms
Relay Outputs (Two Provided)
Function
Ring, In-Use (Off-Hook), Message Waiting, Active
Recording, or Page (software configurable)
Connection
2.5mm audio jack
Voltage
Max 30V SELV
Current
Max 50mA non-inductive
Regulatory
Requirements Met
www.algosolutions.com
FCC 47 CFR Part 15/B, CSA (USA and Canada), CE,
Industry Canada
42
AuxBox Hardware Information
4105 Analog AuxBox
The 4105 Analog AuxBox offers a seamless digital call recording solution
for analog telephone lines. Because the 4105 monitors the telephone line
instead of a specific telephone, any calls originating from, or answered by,
extension telephones will also be recorded, including outbound dialed
number and Caller Line ID messages.
Package Contents
•
•
•
•
•
•
Installation
1. Disconnect your telephone line cord from the wall jack and connect to
either one of the RJ11 telephone jacks on the 4105 Analog AuxBox.
Using the supplied telephone line cord, connect the second RJ11 telephone jack on the AuxBox to your telephone wall jack.
2. Ensure that your analog telephone is operational. This provides power
to the 4105 as well.
Connecting to
your PC USB Port
4105 Analog AuxBox
User Guide (this guide)
Client Call Recorder Software CD
Telephone line cord
USB cable
Relay Cord
3. Connect the USB cable to your PC and to the 4105.
4. The first time you connect the 4105, Windows should advise “New
hardware Found” and proceed to load the necessary drivers. Windows
should install up to three sets of drivers. USB Composite Device, USB
Audio Device, and Human Interface Device (HID).
5. For each, select the recommended driver by clicking the Next and Finish buttons as appropriate. You may be prompted for your Windows
CD during this process. Note that on many computers these files are
also stored in C:\WINDOWS\OPTIONS\CABS. Ask your System
Administrator if you have any difficulties.
6. The lights on the front panel indicate whether the hardware installation
was successful. The Power light will be winking to indicate communication with the PC USB port.
7. Lift the telephone handset (or go off-hook with the speakerphone or
headset) to turn on the In-Use light on the front panel of the 4105 Analog AuxBox. This indicates that the unit is working properly.
Connection Diagram
1127 Visual
Alerter
(optional)
Analog Telephone
Client Call Recorder Installation and User Guide
Client Call Recorder
4105 Analog AuxBox
43
AuxBox Hardware Information
Front Panel Lights
Power - Winking indicates USB connection; On solid
indicates device is powered but no USB activity has
been detected.
Ring - Ring has been detected on telephone when light
is on
In-Use - Phone is in-use (on handset, headset, or
hands-free) when light is on
Msg Wait - Message Waiting has been detected on
telephone when light is on
Back Panel
USB - Connect to USB port of PC; Provides
connectivity to Algo Recording Software
Relay - 2.5mm mono jack supplying dry contact
closure output
RJ11 Jacks - Connect analog telephone in series
using line in/line out configuration OR in parallel
using either jack
Fax and Credit Card
Authorization
Machines
www.algosolutions.com
If the analog telephone line you are recording is also used by a fax
machine or credit card authorization machine, then you probably don't
want to record these calls. In fact, recording the credit card authorization
machine may present security concerns.
44
AuxBox Hardware Information
If you are using the Manual Save mode, this does not represent a problem,
but if you are using Automatic Save, then you have an option to limit or
prevent these special calls from being recorded.
Using the Filter Calls
Function
The credit card authorization machine will always dial the same telephone
number, so by entering this number into the Filter Calls list (see “Filter
Calls” on page 28) these calls will not be recorded. You can verify this by
watching the Client Call Recorder telephone status or system tray icons to
ensure they do not flash during these calls.
If your fax machine is frequently dialing the same number or receiving calls
frequently with the same Caller ID string, then these numbers or strings may
also be placed in the Filter Calls list.
VoIP/Analog/Digital
Telephones
Instead of traditional analog telephone service from your telephone
company, it is becoming more common to subscribe to alternate services
such as a telephone gateway from your cable provider.
These products have various names but if the service involves using your
traditional telephone plugged into a RJ11 port on a box that connects to
your high speed internet connection, then you may still use Client Call
Recorder.
However, if your service requires the purchase of a telephone that plugs
directly into a LAN jack or USB port, then Client Call Recorder will not work
with your service.
The 4105 Analog AuxBox is described as an analog telephone recorder,
meaning it records calls that are sent in analog format from your
telephone. This telephone technology has been in use for the last 100
years. Your home or small business telephone itself may be digital between
a base station and handset, or may offer digital answering technology, but
if it uses a RJ11 jack and it connects directly to your telephone line, it is an
analog telephone in terms of transmission and is compatible with the
4105.
Client Call Recorder Installation and User Guide
45
AuxBox Hardware Information
4105 Specifications
General
Dimensions
12 x 9.7 x 2.7cm (4.7 x 3.8 x 1.1”)
Weight
120g (4.2 oz.)
Recording
Records digitally to PC hard drive; 3 MB per hour
(Client Call Recorder default WMA encoding)
PC Requirements
•
•
•
•
Power
USB Powered Device (<100 mA). No separate power
supply required.
Cables included:
•
•
•
Windows 7, Vista, XP, 2000
Available USB Port
1 GB Hard Drive space
256 MB RAM P3 450 MHz or better
USB Cable (A-B): 6 feet (1.8m)
Relay Cable: 6 feet (1.8m)
2.5mm plug to 2.5mm plug
Telephone Cable: 7 feet (2.1m)
6-conductor telephone line cord
Telephony
Caller ID (CLID)
Support
Telcordia GR-30-CORE and BT SIN 242
Message Waiting
Lamp Pulse, Stentor ID-008 and BR SIN 242
Longitudinal Balance
60 dB minimum
Input Impedance
>1MOhm
Relay Output
Function
Ring, In-Use (Off-Hook), Message Waiting, and Active
Recording
Connection
2.5mm audio jack
Voltage
Max 30V SELV
Current
Max 50mA non-inductive
Regulatory
Requirements Met
www.algosolutions.com
FCC, CSA (USA and Canada), CE, Industry Canada,
47 CFR Part 68.
46
AuxBox Hardware Information
5006 Centrex AuxBox
The 5006 Centrex AuxBox offers a seamless digital call recording solution
for any Meridian Digital Centrex1 (MDC) telephone. An analog audio
output is also provided for applications requiring an analog audio
interface.
Package Contents
•
•
•
•
•
•
Installation
1. Disconnect your telephone line cord from the wall jack and connect to
either one of the RJ12 telephone jacks on the 5006 Centrex AuxBox.
Using the supplied telephone line cord, connect the second RJ12 telephone jack on the AuxBox to your telephone wall jack.
2. Ensure that your Centrex telephone is operational. This may take a few
minutes depending on your telephone system.
- OR 3. The 5006 may be installed in a bridging configuration using either
RJ12 jack. Maximum recommended cord length is 10 feet (3m).
Connecting to
your PC USB Port
5006 Centrex Analog AuxBox
User Guide (this guide)
Client Call Recorder Software CD
Telephone line cord
USB cable
Relay Cord
4. Connect the USB cable to your PC and to the 5006 Centrex AuxBox.
5. Plug in the power supply.
6. The first time you connect the 5006, Windows should advise “New
hardware Found” and proceed to load the necessary drivers. Windows
should install up to three sets of drivers. USB Composite Device, USB
Audio Device, and Human Interface Device (HID).
7. For each, select the recommended driver by clicking the Next and Finish buttons as appropriate. You may be prompted for your Windows
CD during this process. Note that on many computers these files are
also stored in C:\WINDOWS\OPTIONS\CABS. Ask your System
Administrator if you have any difficulties.
8. The lights on the front panel indicate whether the hardware installation
was successful. The Power light will be winking to indicate communication with the PC USB port.
9. Lift the telephone handset (or go off-hook with the speakerphone or
headset) to turn on the In-Use light on the front panel of the 5006 Centrex AuxBox. This indicates that the unit is working properly.
1. Digital Centrex refers to an 8 kHz digital signaling technology known as PPhone, Meridian Business Service (MBS), Meridian Digital Centrex (MDC), and
other regional names.
Client Call Recorder Installation and User Guide
47
AuxBox Hardware Information
Connection Diagram
1127 Visual
Alerter
(optional)
Client Call Recorder
Central
Office
5006 Centrex AuxBox
Centrex Telephone
Front Panel Lights
Power - Winking indicates USB connection; On solid
indicates device is powered but no USB activity has
been detected.
Ring - Ring has been detected on telephone when light
is on
In-Use - Phone is in-use (on handset, headset, or
hands-free) when light is on
Msg Wait - Message Waiting has been detected on
telephone when light is on. Note: Software
configuration is required to enable Message Waiting
notification (refer to “AuxBox Relay” on page 31).
www.algosolutions.com
48
AuxBox Hardware Information
Back Panel
USB - Connect to USB port of PC; Provides
connectivity to Algo Recording Software
Power - (24Vdc 0.2A) - Connect power adapter
supplied with the unit
Relay 1 / Relay 2 - 2.5mm mono jack supplying dry
contact closure outputs
Audio - 3.5 mono jack providing analog audio
output
RJ12 Jacks - Connect Centrex telephone in series
using line in/line out configuration OR connect either
jack to wire pair carrying digital signal
Client Call Recorder Installation and User Guide
49
AuxBox Hardware Information
5006 Specifications
General
Dimensions
12 x 9.7 x 2.7cm (4.7 x 3.8 x 1.1”)
Weight
120g (4.2 oz.)
Recording
Records digitally to PC hard drive; 3 MB per hour
(Client Call Recorder default WMA encoding)
PC Requirements
•
•
•
•
Power
Adapter included; 24V 200mA, Class II
Cables included
•
•
•
Windows 7, Vista, XP, 2000
Available USB Port
1 GB Hard Drive space
256 MB RAM P3 450 MHz or better
USB Cable (A-B): 6 feet (1.8m)
Relay Cable: 6 feet (1.8m)
2.5mm plug to 2.5mm plug
Telephone Cable: 7 feet (2.1m)
6-conductor telephone line cord
Telephony
Compatibility
M5008, M5208, M5209, M5212, M5216, M5312,
M5316, M6310, M6320, M622 Add-on Module
Bridge Tap
10 ft. (3m) Recommended maximum (if not series)
Digital Loop Connection RJ12 series or bridging
Analog Audio Output
Connection
3.5mm audio jack
Level
0dBm or -12dBm output 600 ohms
Relay Outputs (Two Provided)
Function
Activated by Ring, Message Waiting, In-Use (OffHook), Active Recording, or Page (software
configurable)
Connection
2.5mm audio jack
Voltage
Max 30V SELV
Current
Max 50mA non-inductive
Regulatory
Requirements Met
www.algosolutions.com
FCC 47 CFR Part 15/B, CSA (USA and Canada), CE,
Industry Canada
50
AuxBox Hardware Information
AuxBox Hardware Warranty and Repair
Each Algo AuxBox hardware module is warranted to be free of defects in
material and workmanship for a period of 18 months from the date of
manufacture. A label on the bottom of the AuxBox unit identifies the
manufacturing code in the year and week format (0920YYXXXX for the
twentieth week of 2009).
If you need to return the product for repair, please contact Algo
Communication Products Ltd for a Return Merchandise Authorization (RMA)
number and instructions prior to shipment. All products returned for repair
should be shipped freight prepaid with the RMA# clearly visible on the
package. Products will be returned freight collect for out-of-warranty
repairs or returned prepaid for warranty repairs in Canada or the USA.
In North America, ship product for repair with RMA# to:
Algo Communication Products Ltd.
Repair Centre
4500 Beedie Street
Burnaby, BC
Canada, V5J 5L2
Outside of North America, please contact Algo for the name of the nearest
repair centre.
Client Call Recorder Installation and User Guide
51
Technical Support
Technical Support
Support and Software Updates
Support Contacts and
Resources
Client Call Recorder support is available from the supplier that you
purchased the product from, or by contacting Algo directly:
Support Hours: 7am to 4pm PT
support@algosolutions.com
Toll-free: 1-877-884-2546 (Canada and USA only)
Tel: (604) 454-3792
Fax: (604) 437-5726
You can also access resources on the Algo website
(www.algosolutions.com/supportcenter) where you will find a Knowledge
Base section, Application Notes, the latest version of this guide, software
updates, and other information.
If you experience any trouble installing or using Client Call Recorder, we
are certainly interested in hearing about it and hope that you will let us
know.
Product Registration
Visit the Algo Website
By registering your product on the Algo website, you provide us a way to
expedite warranty service and contact you regarding any critical software
updates or support notices affecting your product. All information is
considered strictly confidential and is not sold or used for any other
purpose.
www.algosolutions.com/ccr-register
www.algosolutions.com
52
Appendix
Appendix
Legality of Call Recording
Country and Regional
Laws Govern
The legality of recording calls depends on where you live or work. Usually
calls may be recorded legally either by single-party or two-party consent.
This means it is often illegal for you to record calls between two other
parties if neither party knows that the call is being recorded. In Canada, a
recording is generally legal if at least one party on the call knows the call is
being recorded. In the USA, this varies from State to State.
Legal Advice
Algo does not advise on the legality of recording nor take responsibility for
regulations that vary by location and may change with time. Information
abounds on the internet from multiple sources and several websites (such
as www.rcfp.org/taping) offer up-to-date information by location and
include legislative language for your area. It’s also a good idea to consult
your lawyer.
A Helpful Precaution:
Ask Permission!
If legality is a concern, or two-party consent is required, then we
recommend manually saving your calls. At any moment during a call, you
can notify the other party that you wish to record the conversation and ask
for their permission. If they comply, you can then press the Save Hot Key
which will tell Client Call Recorder to save the entire conversation.
Firewall Issues
Client Call Recorder processes employ TCP/IP (Internet) technology to
communicate with each other. Although this communication only occurs
within the computer/machine boundary, some third party firewall software
might inaccurately flag that these processes want to access the internet. In
these cases, simply allow these processes:
•
•
•
•
•
•
•
•
ECCR_Admin.exe
ECCR_Agent.exe
ECCR_CallSentry.exe
ECCR_4102Recorder.exe
ECCR_4105Recorder.exe
ECCR_5006Recorder.exe
ECCR_GenRecorder.exe
ECCR_Server.exe
When prompted, allow these programs to have internet access and check,
“Do not ask again” or “Remember this setting” to store this configuration.
If you ARE prompted to allow the above
processes by your firewall software, we
would appreciate knowing about it
(including firewall software version and
Operating System).
Client Call Recorder Installation and User Guide
53
Optional AuxBox Enhancement Products
Optional AuxBox Enhancement Products
Enterprise Call Recorder
Multi-user enterprise level call recorder software that offers supervisor
monitoring and centralized multi-channel call recording capability for
Algo's suite of hardware interface products for Nortel digital (Norstar/BCM/
Meridian 1/ CS 1000), analog, and MDC Centrex technologies.This
product expands on the feature set of the Client Call Recorder and is
ideally suited for a networked environment. For more information, please
visit www.algosolutions.com/ecr
4210 ECR Shelf System
The 4210 Shelf and 4102R Digital Line Card are designed for equipment
or server room installations of the multi-user Enterprise Call Recorder
software. Ideal for small call centers, the ECR Shelf System provides a
robust and easy to integrate call recording solution for up to 32 users. For
more information, please visit www.algosolutions.com/4210
1127P Visual Alerter
A desktop or mountable visual indicator for message waiting, in-use or
ring. Designed to be visible from all angles. Available in red, green, or
blue. For more information, please visit www.algosolutions.com/1127
1126P Strobe Light
A highly visible strobe light indicator available with clear, red, amber, or
blue lens. For more information, please visit www.algosolutions.com/1126
www.algosolutions.com
54
Optional AuxBox Enhancement Products
1825P Duet Plus
Multi-application loud ringer and paging amplifier for business telephone
systems in an office or industrial environment. For more information, please
visit www.algosolutions.com/1825
1185 Horn Speaker
Weatherproof, 8 Ohm horn speaker can be used to significantly increase
the volume of the 1825P Duet Plus Ringer. For more information, please
visit www.algosolutions.com/1185
Client Call Recorder Installation and User Guide
55
Algo Communication Products Ltd.
4500 Beedie Street
Burnaby, BC Canada V5J 5L2
www.algosolutions.com
Toll-free (USA or Canada): 1-877-884-2546
Or 1-604-454-3790
Fax: (604) 437-5726
sales@algosolutions.com
support@algosolutions.com
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