CallerID WHOZZ CALLING 2 User manual

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Caller ID & Call Monitoring Unit
User Interface Guide
&
Programmer's Reference
Caller .comID
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WHOZZ CALLING? 2
Caller ID & Call Monitoring Unit
User Interface Guide
&
Programmer’s Reference
(Firmware Versions 3.x +)
User Interface Guide Version 4.0 (4/13/06)

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Table of Contents
Introduction ..............................................................................................................................1
Requirements and Compatibility
Computer Requirements..................................................................................................4
Phone Line Compatibility............................................................................................... 4
Section I: Users Operating with Software Applications
Establish Communication Between your Software and the Hardware ............................6
Connect the Telephone Lines to the Unit........................................................................6
Section II: Monitoring the Unit with a Communications Program and
Programmers Information......................................................................................7
Establish Communication with the Hardware................................................................. 7
Setup Toggles, Operating Commands, and Output Format.............................................8
Setup Toggles ........................................................................................................ 9
Operating Commands .......................................................................................... 10
Memory Commands............................................................................................. 10
Set Time Clock Command................................................................................... 10
Detail Mode Output............................................................................................. 11
Data Format ......................................................................................................... 11
In-Depth Discussion of Toggles, Commands, and Format
Setup Toggle Discussion......................................................................................12
Operating Commands Discussion........................................................................ 13
Set Time Clock Command Discussion................................................................. 14
Detail Mode Output Discussion........................................................................... 15
Data Format Discussion
Inbound Calls............................................................................................. 16
Outbound Calls...........................................................................................18
Memory Discussion............................................................................................. 21
Data Format From Memory........................................................................ 22
Applications
Typical Applications
Pop up screens Using Caller ID.................................................................. 24
Simple Call Accounting for Inbound and Outbound Calls......................... 25
Capturing Caller ID Data and Menu Selections in IVR Systems ...............25
General Application Notes
Automatic Search for Unit.......................................................................... 26
Sending Setup Toggles to Unit................................................................... 26
Working with the Call Memory.................................................................. 27

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Table of Contents (continued)
Section III: Telephone Connections
4-Wire (RJ14) Phone Cord Connections....................................................................... 28
Series or Parallel Connection........................................................................................ 28
Commercial Installations............................................................................................... 30
Section IV: Troubleshooting
Computer Communication Problems ............................................................................ 33
Loopback Test for a Serial Port Connection in Windows 3.x.............................. 34
Loopback Test for a Serial Port Connection in Windows 95 later....................... 35
Loopback Test Successful.................................................................................... 36
Capturing Data in a Terminal Program to a Text File.......................................... 36
Telephone Line Problems.............................................................................................. 37
Section V: Supplemental Information
Specifications................................................................................................................ 40
FCC Information........................................................................................................... 40
Manufacture’s Information............................................................................................ 41
Warranty Information.................................................................................................... 41
Appendix A Voltage vs. Current Detection of On and Off Hook:........................................ 42
Voltage Detection Circuitry and Telephone Lines........................................................ 42
Reconfiguring Unit to Current Detection of On and Off Hook..................................... 43
Appendix B: Explanation of Start up Sequence and Front Panel Lights
Voltage Detection Mode ...............................................................................................45
Current Detection Mode................................................................................................ 45
Appendix C: Communication Ports and Interrupts................................................................ 46
Appendix D: RS232 Pin Outs
9 Pin Connections ......................................................................................................... 48
25 Pin Connections ....................................................................................................... 48
Appendix E International Caller ID formats and Internal Jumper Settings ..........................49

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List of Figures
Fig. 1 - Front and Back Views of 2 Line Model.......................................................................3
Fig. 2 - Real Time Data Format - Inbound Calls ....................................................................17
Fig. 3 - Real Time Data Format - Outbound Calls.................................................................. 19
Fig. 4 - Data Format from Memory - Inbound and Outbound Calls....................................... 23
Fig. 5a - Connection using a 2 Line Modular Cord ................................................................ 29
Fig. 5b - Connection using 2 Separate Modular Cords........................................................... 29
Fig. 6 - Series Connection for Commercial Installs................................................................ 31
Fig. 7 - Parallel Connection for Commercial Installs.............................................................. 32
Fig. 8 - Reconfiguring Unit to Current Detection Mode......................................................... 45
Fig. 9 - Configuring Unit for Different Caller ID Signaling Formats..................................... 50

INTRODUCTION
The unit monitors inbound and outbound phone calls for Caller ID and Touch Tone (DTMF)
signals on two telephone lines. Phone call records are sent to a sent via a RS232 serial
interface to a computer, terminal unit, or printer. Call records are also written to an on-board
memory. The unit does not answer or initiate phone calls. It is compatible with, and does not
affect the operation of any telephone equipment attached to the telephone line including
telephone switches such as Key Systems or PBX's.
The unit is set from the factory to monitor both incoming and outgoing phone calls. It can be
set to monitor only incoming calls. It can send call records immediately after a call begins,
just after a call is completed, or both. The unit can also be set to report additional detail
information on each call including Ring Signal, Off Hook, On Hook, and Hook Flash.
Up to 248 call records can be stored in non-volatile memory. Call records can be downloaded
and erased using simple commands. The memory "rolls over" such that only the last 248 call
records are retained.
Setup toggles are case sensitive letters that are stored internally to determine how the unit
operates. Upper case (capital) letters turn off options while lower case (small) letters turn on
options. Operating commands are available to list the setup toggles, set the time clock, and
control the memory.

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This manual is divided into 5 sections:
Section I - Users Operating with Software Applications
For users that have purchased a software program designed to interface with this unit
Section II - Monitoring the Unit with a Communications Program and Programmers
Information
For a user who simply wants to see the information on screen and log it to a text file
For the software developer that wants programming information and application notes
Section III - Telephone Connections
Advantages of series and parallel connections
Explanation of two-wire (RJ11) and four-wire (RJ14) modular connections
Installations in commercial environments and with telephone switches
Section IV - Troubleshooting
Serial connections problems with the computer
Telephone connections problems
Section V - Supplemental Information
Technical specifications, manufacture's information, and warranty statement
Figure 1 shows the front and back views of the unit. Each channel lights shows the status of
the telephone line. The channel light should remain on when the phone line is not in use (On
Hook) and should pulse every second when the phone is in use (Off Hook). The channel
lights will also follow ring signals and touch tones dialed. The power light will remain on
except when the unit is transmitting data.
Power, serial, and telephone jacks are located on the back of the unit. Connect the power
supply and serial cable supplied. Telephone lines do not have to be connected in order to
establish communication between the unit and the computer (see pages 6 or 7). The two
telephone jacks are designed for a 4-wire (RJ14) type modular connection. This means a
phone cord that contains 2 active phone lines should be connected. If you are not completely
familiar with the above terminology, please refer to “Section III - Telephone Connections” on
page 28.
Do not attach 2 phone cords that carry a different phone lines to each jack.
One of the jacks should be used for an input cord and the other for an output cord.

4 conductor jacks connect
2 phones lines carried by
1 phone cord. One side of
jack connects to wall,
other side to telephone
CALLING?
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Caller ID & Call Monitoring Unit
Power/Data Line 2Line 1
During power up sequence
channel lights will pulse.
Lights will pulse every second
when lines are Off-Hook or not
connected. Lights remain on for
On-Hook lines. Lights follow
rings and touch tones dialed.
Power light remains
steady on except when
transmitting data.
4 Wire Jacks -L1 or L1&L2
FCC Pt. 68
2EWUSA-
73088-ND-N
REN .5A, RJ14
www.callerid.com
9600 Baud,N,8,1
9V DC
Power
Jack -
9 VDC
Center
Negative
Standard RS232
9600 Baud
No Parity, 8 Bit,
1 Stop Bit
Fig. 1 Front and Back Views of 2 Line Model
3
CALLING?
W OZZHW OZZH
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Caller ID & Call Monitoring Unit
Power/Data Line 2Line 1
4 Wire Jacks -L1 or L1&L2
FCC Pt. 68
2EWUSA-
73088-ND-N
REN .5A, RJ14
www.callerid.com
9600 Baud,N,8,1
9V DC
Caller .comID
ID

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REQUIREMENTS AND COMPATIBILITY
Computer Requirements
The unit must be connected to a dedicated serial port (either 9 or 25 pin) on your computer
that is free of COM port and Interrupt (IRQ) conflicts. It is not required that the serial port
reside on any particular COM number or IRQ value. This is important only to application
software that you may be running in conjunction with the unit. The requirements for
computer CPU speed, disk drive space, memory, and operating system are determined by the
software application you are running.
Phone Line Compatibility
The unit should be connected to the telephone lines coming into your building commonly
know as the Central Office or “CO” lines. These lines are otherwise referred to as flat rate,
local loop, or 1FB lines. The unit can also operate on analog Centrex™ lines. If the internal
jumpers reconfigured to current detection mode, it can also operate on trunk lines (or “ground
start” lines). It will not work connected directly to digital Centrex™, T1, or ISDN lines. If
you have an ISDN interface hardware that has analog telephone outputs. outbound
monitoring is possible. Also, the unit can monitor outbound calls when placed on analog
extensions from a telephone switch. See Table 1 for telephone line type compatibility.

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Table 1 - Phone Line Compatibility
Depending on the type of phone line, the unit may be compatible with Caller ID and outbound
call monitoring, or just outbound call monitoring only. The unit senses On/Off Hook by
detecting the telephone line voltage levels. If the voltage levels are not in standard local loop
ranges, the unit can be configured to detect On/Off Hook by means of current flow through
the device (see page 40). For additional information on voltage vs. current detection please
refer to Appendix A on page 44.
Caller ID Capture Outbound Calls On/Off Hook Detect
Standard Local Loop (1FB) Yes Yes Voltage or Current
Analog Centrex Yes Yes Voltage or Current
Ground Start (Trunk) Yes Yes Current Only
ISDN Interface w/ Analog
Ports
Yes, if interface gener-
ates analog Caller ID
Yes, through
analog ports only
Current Only
Switch Analog Extensions No Yes Current Only
Switch Digital Extensions Not Compatible Not Compatible Not Compatible
ISDN, T1, Digital Centrex Not Compatible Not Compatible Not Compatible
In order to capture Caller ID, an analog Caller ID signal must present on the phone line. This
signal can be sent directly from the phone company or certain types of ISDN interface units
can regenerate digital Caller ID data as analog Caller ID signals to its analog ports. Analog
Caller ID will not pass through telephone switches to extension lines. Even Caller ID
compatible telephone switches do not pass or regenerate analog Caller ID signals to extensions
lines. This unit will not operate if directly connected to digital phone lines or digital
extensions.

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SECTION I
USERS OPERATING WITH SOFTWARE APPLICATIONS
This section is provided for users that have purchased a software program designed to run in
conjunction with this unit. The first step in getting your complete system functioning properly
is to connect the hardware to your computer and run your software program. Only after the
software is communicating with the hardware are the telephone connections important.
Permanent telephone and computer connections can be made after preliminary testing of the
system is accomplished.
Establish Communication Between your Software and the Hardware
The unit connects to a serial port on your computer. Attach the supplied 9 pin serial cable
between the unit and a serial port that is not used by any other device. Since serial ports can
be either 9 or 25 pins, it may require a 9 to 25-pin adapter that can be purchased at any
computer or local Radio Shack store (Catalog # 26-287A).
Connect the Telephone Lines to the Unit
Once your software is communicating with the unit, connect a telephone lines and make a test
call. The modular connections on the unit are designed for a 4-wire system (One phone cord
carries 2 phone lines). There are two modular jacks on the unit, one jack connects 2 lines
coming into the unit from the wall, the other jack connects 2 lines out to your telephone(s). If
you are not extremely knowledgeable on telephone wiring please refer to “Section III -
Telephone Connections” on page 28 as well as Figs. 5a, 5b, 6, and 7 in the same section
showing sample telephone line connections.
NOTE: If you have 2 phone lines and each line is on a separate phone cord, do not
connect one cord to each jack. This will cause both phone lines to not work
properly.

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SECTION II
MONITORING THE UNIT WITH A COMMUNICATIONS PROGRAM AND
PROGRAMMERS INFORMATION
Users and programmers that want to communicate directly with and monitor output from the
unit can use a modem communications program set up to communicate directly with the serial
port. The unit will respond to text commands and deliver text output to the screen. Simple
lettered toggle settings determine how the unit operates. Most toggle letters can be set either
upper or lower case for use in different applications. The “V” command shows you the
present configuration of the unit. The on-board memory is controlled using text commands.
This section provides details on communicating with the unit through a terminal program;
discussion on commands and setup toggles; logging information to a text file; data output
format; and on-board memory considerations. It also includes unit settings for typical
applications and important application notes for software programmers
Establish Communication with the Hardware
The unit connects to a serial port on your computer. Attach the supplied 9 pin serial cable
between the unit and a serial port that is not used by any other device. Since serial ports can
be either 9 or 25 pins, a 9 to 25 pin adapter may be required and can be purchased at any
computer or local Radio Shack store (Catalog # 26-287A). Plug the power supply into the
unit.
You can use any modem communications program to establish a connection with the unit.
Typical examples are “Procomm”, “Crosstalk”, or “Hyperterminal” for Windows. For
detailed instructions on connecting with Windows “Hyperterminal” refer to “Computer
Communication Problems” on page 33.
1. Connect power to the unit. The power light should remain on. (At least 1 line light may
also be on if a “live” telephone line is connected and is not in use).
2. Launch your communications program.

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3. Set up the program to “Direct Connect” to the COMM number of the serial port to
which the unit is connected.
4. In the terminal screen, type a capital “V” (Shift-v).
5. The unit should respond: “V1.x ECXUDASoBKT L=01 00/00 00:00:nn”. If it does not
respond see “Troubleshooting/Computer Communication Problems” on page 33.
6. Set the units setup toggles: E,C,X,U,D,A,S,O,B,K,T by simply typing the upper or
lower case letter required. For an explanation of toggles, see page 9.
7. Connect a phone line to the unit. A discussion of telephone connections is on page 28.
8. Set your program to capture the phone call information to a text file. See page 36.
9 Make test calls and make sure that data is seen on the screen.
Setup Toggles, Operating Commands, and Output Format
When turned on for the first time, all setup toggles are set to their default values. The order of
how the toggles are input or displayed is not important. They are stored in non-volatile
memory; if the unit loses power, the toggles will remain set. To display the toggle settings at
any time use the "V" command. On start-up, the "V" command will display:
Vx.x ECXUDASoBKT L=01 00/00 00:00:nn
Where Vx.x is the version number of the master processor firmware, ECXUDASoBKT are
the setup toggles, L=01 is the line number of the first channel of the unit, 00/00 is the date,
and 00:00:nn is the time of the internal time clock (in HH:MM:SS).
The default toggle settings below instruct the unit to monitor both inbound and outbound calls
and report call records both at the beginning and the end of the call.
ECXUDASoBKT
These toggles can be changed at any time to support various applications such as Call
Accounting, Integrated Voice Response (IVR) applications,Pop up screens, and Telephony
Diagnostics. Toggles are changed by simply sending the unit the new toggle. In a terminal
program, simply type the letter of the toggle (a carriage return <CR> is not necessary). 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 msec should be inserted between each
toggle so the unit’s processor has enough time to write the toggle to memory

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Setup Toggles
EEcho OFF
e Echo ON (Not available on the 2 line model)
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.
XData format with duration and checksum.
x Limited data format (Not available on the 2 line model)
UInternal blocking/passing OFF.
u Internal blocking/passing ON
DDetail information for call not sent.
dDetail information sent. (Detail information defined below).
AData sent BEFORE and AFTER call.
aData sent as defined by "S,s" toggle.
SData sent at the Start of call only. (If "a" set above).
sData sent at the End of call only. (If "a" set above).
OInbound call information sent only.
oOutbound and Inbound information sent.
BBlock first ring to output jack (Not available on the 2 line model)
b Block first ring set to OFF.
KPass all calls
k Block certain calls (Not available on the 2 line model)
TDo not capture DTMF on inbound calls.
tCapture DTMF on inbound calls. (Used mostly for Voice Mail and IVR applications)

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Operating Commands
@†Send back #sign. (Used for establishing device communication).
VSend firmware Version number, date & time, toggle settings, line numbers.
RReset system. Toggles set to default values.
?Error (invalid command or could not interpret data)
Memory Commands (see Memory Discussion, page 21)
?List number of call records in memory.
FList all call records in memory.
\List last call record.
>List the next call record.
<List the previous call record.
-(Dash) Stop listing call records. (Since the memory processor cannot send and receive
data simultaneously you may need to press this key a few times to stop listing)
YErase all calls in memory. Type “Y” once to prompt “Erase?” and another “Y” to
proceed. Allow approximately 27 seconds to erase memory and return “OK”
Set Time Clock Command
Zmmddhhmm <CR> Set date and time on internal device clock.
†Custom versions of firmware may return other characters such as “!” or “+”.

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Detail Mode Output
nn R Date & Time (24 hour format) First Ring on line nn
nn F Date & Time (24 hour format) Off Hook on line nn
nn N Date & Time (24 hour format) On Hook on line nn
nn H Date & Time (24 hour format) Hook Flash on line nn
nn Vxx Date & Time Firmware version of slave ROM (Displays on start up)
Data Format
The real time data output is similar to the following and shown in Fig. 2, page 17 and Fig. 3,
page 19 . For the output format from memory see page 22 and Fig. 4, page 23.
01 I S 0276 G B3 09/26 11:28 AM 800-555-1212 AT&T INFORMATIO <CR/LF>
01 Line number field 2 char. (preset by user)
IInbound/Outbound field 1 char. (or Ofor outbound)
SStart/End of call field 1 char. (or Efor end)
0276 Duration of call in seconds 4 char. (only sent at end of call)
GGood checksum for CID string 1 char. (or Bfor 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)
Notes: 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. If distinctive ring service is not present on the phone line, the A,B, or C
character reported can be inaccurate.

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In-Depth Discussion of Toggles, Commands, and Format
Setup Toggle Discussion
E,e Echo (always off “E” - no Echo option for 2 line model)
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
cis set, the dashes are removed from the telephone number field.
X,x Format Option (always “X” - no format option on 2 line model)
U,u Internal Block/Pass (always “U” - no Block/Pass option on 2 line model)
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 the first Ring, Off hook, On hook, and Hook
flash. The format is as follows: line number (nn); space; and either a R(Ring), F(ofFhook),
N(oNhook), or H(Hook flash). The date and time (HH:MM:SS) follow at the same offset as
the date/time field in the call record 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 refer to the Detail Mode Output Discussion on page 15.
A,a Data Delivery Option (Start & End or Start/End)
The unit is capable of delivering a data stream to the host computer immediately when the call
starts, when the call ends, 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 popping up
screens from 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)

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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 the call ends, set toggle to s. If
call data is to be sent before and after the call set the capital "A" toggle.
O,o Inbound/Outbound Select
For Caller ID only type applications, use the upper case O. If complete call accounting is
required, use lower case o. The lower case oinstructs the unit to deliver data for both
inbound and outbound calls.
B,b First Ring Suppression (always “B” - no first ring suppression on 2 line model
K,k Block or Pass Select (always “K” - no Block/Pass selection on 2 line model)
T,t Inbound DTMF Monitoring
When set to lower case t, the unit will monitor for DTMF touch-tones on inbound calls. This
toggle is used primarily for voice mail and Integrated Voice Response (IVR) applications.
Any DTMF digits dialed after an inbound call is answered will be displayed in the "Name"
field in the call record sent at the end of the call. If the Caller ID service provides the caller's
name, the name will still appear in the call record sent at the beginning of the call, but not in
the call record sent at the end of the call.
Operating Commands Discussion
@†Handshaking character when # is 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 by the application.
VFirmware version and all settings
†Custom versions of firmware may return other characters such as “!” or “+”.

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This command returns the firmware version, all toggle values, line number of the first
channel, and date & time (in 24 hour format) on the internal time clock. On start-up the date
& time will be set to zero. All toggles 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 set when power is restored. The clock can be set by the software using
the "Z" command and will be set 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.
RReset System
This command resets the operating system and resets all toggles to their default values. It
does not reset the internal clock. The time clock can be reset by using the "Zmmddhhmm"
command discussed in the next section or by capturing a good Caller ID signal.
Set Time Clock Command Discussion
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)
Since the time sent on a Caller ID signal does not include seconds, the internal time clock may
differ from by as much as 59 seconds from the last call.

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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 call record format. Also, the time is displayed in a
24 hour format so that the time of the event can be determined exactly, as in example below.
01 R 11/07 07:43:52 First Ring on line 1 at 7:43 (and 52 seconds) AM
01 F 11/07 17:45:04 Off Hook on line 1 at 5:45 (and 45 seconds) PM
02 N 11/07 10:46:23 On Hook on line 2 at 10:46 (and 46 seconds) AM
01 H 11/07 22:11:08 Hook Flash on line 1 at 10:11 (and 11 seconds) PM