CallerID Whozz Calling Deluxe 2 User manual

Caller .comID
ID
Whozz Calling?
Deluxe 2,4,8
Caller ID Interface
Product Manual
Caller .comID
ID
Revision 5.0 - 11/15/2015
(SMT Versions)
CALLING?
WHOZZ
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CALLING?
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CALLING?
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CALLING?
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Whozz Calling? 2, 4, and 8 Line
Deluxe Units
Product Manual
Revision 6.1- 01/27/2020
(SMT Versions)

CONTENTS
Introduction ...................................................................................................................................................................1
Telephone Line and Serial Communication Requirements ...........................................................................................1
Connecting to Phone Lines .............................................................................................................................3
Connecting to Computer .................................................................................................................................3
Overview of Toggles, Commands, and Formats
Setup Toggles..................................................................................................................................................4
Operating Commands......................................................................................................................................5
Data Entry Commands ....................................................................................................................................5
Detail Mode Output.........................................................................................................................................5
Error Condition ...............................................................................................................................................5
Data Format.....................................................................................................................................................6
In-Depth Discussion of Toggles, Commands, and Formats
Setup Toggle Discussion.................................................................................................................................6
Operating Commands Discussion ...................................................................................................................7
Data Entry Commands Discussion..................................................................................................................8
Detail Mode Output Discussion ......................................................................................................................9
Error Condition Discussion.............................................................................................................................9
Format Discussion...........................................................................................................................................9
Inbound Calls....................................................................................................................................9
Outbound Calls ...............................................................................................................................10
Discussion of Private and Out-Of-Area Callers ..........................................................................................................12
Specifications ........................................................................................................................................................12
Manufacture’s Information..........................................................................................................................................13
Warranty Information..................................................................................................................................................13
Appendix A - International Caller ID formats and Internal Jumper Settings ..............................................................14
Appendix B - On and Off-Hook Detection (Voltage vs. Current) ..............................................................................16
Appendix C - RS232 Pin Outs.....................................................................................................................................19
Appendix D - Phone Line Compatibility.....................................................................................................................20
Appendix E - Serial Loop Diagnostic Tool .................................................................................................................21
Appendix F - Explanation Of Start Up Sequence And Front Panel Lights .................................................................22
Appendix G - Installation Directions...........................................................................................................................23
LIST OF FIGURES
Figure 1......... Front and Back Views of Whozz Calling? Deluxe 4 Line Model (Serial).............................................2
Figure 2......... Data Output Format..............................................................................................................................11
Figure A1...... Configuring Unit for Different Caller ID Signaling Formats...............................................................15
Figure B1
...... Voltage and Current Detection Configuration (4 Line Model -PCB Version 6,7,or 8) .......................
17
Figure B2...... Voltage and Current Detection Configuration (4 Line Model -PCB Version 10 or above).................18
Figure G1...... Front and Back Views of Deluxe 4 Line Model ..................................................................................24
Figure G2a.... Parallel Connection for 2-Wire (RJ11) system ....................................................................................26
Figure G2b.... Parallel Connection for 4-Wire (RJ14) system ....................................................................................26
Figure G3a.... Series Connection for 2-Wire (RJ11) system.......................................................................................27
Figure G3b.... Series Connection for 4-Wire (RJ14) system.......................................................................................27

INTRODUCTION
The Whozz Calling? Deluxe units capture all details of inbound and outbound calls and send this information to a
computer via RS232 serial port or Ethernet link depending on the model purchased. If Ethernet, also refer to the
Ethernet Link Supplement.
Deluxe units can be set to deliver only inbound Caller ID, ignoring all outbound dialed numbers. Or, both inbound
and outbound data can be sent for complete call accounting applications. Data records are sent just as the call
begins, just after the call ends, or both at the beginning and the end of the call depending upon the unit’s
configuration. Deluxe units are also capable of sending real-time, detailed events occurring on each telephone line
such as Ring, Off Hook, and On Hook.
Models equipped with relays are capable of blocking select incoming calls, based on the Caller ID number, from
passing through to the output jacks. This feature can be accomplished by dynamic control from the application
software or by pre-loading blocked phone numbers into the unit's memory. First ring suppression to the output jack
also can be performed with relay-equipped models. Selecting this option prevents office employees from answering
the telephone too quickly and thus preventing the Caller ID signal from being delivered.
The Whozz Calling? Deluxe unit uses setup toggles to determine how the unit will operate. The toggles are either
upper or lower case letters and are stored in non-volatile memory. For information on unit toggles, please refer to
page 4. Operating commands are used to list the setup parameters, see the phone number list used for call blocking,
and to reset the system. The Send Data commands are used to set line numbers, set the internal clock, and enter
phone numbers for call blocking.
The manual gives a brief discussion of the setup toggles, commands, and data formats. An in-depth discussion is
provided for all setup toggles, commands, and data formats, along with a discussion of Private and Out-Of-Area
Caller ID types.
TELEPHONE LINE AND SERIAL COMMUNICATION REQUIREMENTS
The Whozz Calling? POS is designed to collect call data from standard analog central office telephone lines. It will
not work properly when connected to extensions (or station) lines coming from a telephone switch. Connect the
unit only to analog phone lines or phone lines that have been converted to analog signaling (i.e. Cable box
converters, analog terminal adaptors, etc.).
If your unit connects to a computer through a serial port, the serial port must be functioning correctly and no other
software application can be accessing this same port. This unit will work with any serial port or COM number
setting that your software supports. If you do not have an available serial port on your computer, a USB-to-serial
adaptor cable can be used. These can be found at any computer store or most office supply outlets. The USB-to-
serial adaptor cable must be verified as, “correctly installed and operational” within the Windows device Manager
If you unit connects via Ethernet cable, plug it into any switch or router on your Local Area Network. Use the
Ethernet Configuration Tool located at www.CallerID.com/downloads/diagnostic-tools/ to set the unit to a static IP
address within your IP scheme and outside any DHCP range. Refer to the Ethernet Supplement for more details.

2
Fig. 1 Front / Back Views of Whozz Calling? 4 Deluxe (Serial Port Model)Fig. 1 Front / Back Views of Whozz Calling? 4 Deluxe (Serial Port Model)
Standard RS232
9600 Baud.
8 Bit, 1 Stop, No Parity.
Standard RS232
9600 Baud.
8 Bit, 1 Stop, No Parity.
L4 L3 or L3/L4 L2 L1 or L1/L2
OUT INOUT IN
OUT IN
OUT IN
Power Line 1 Line 2 Line 3 Line 4
LED will
be on during
normal operation.
LED will
be on during
normal operation.
LEDs that stay on
indicate "live" phone lines
connected. They go on
and off to follow on-hook
events, off-hook events,
ringing signals, and
DTMF digits dialed.
LEDs that stay on
indicate "live" phone lines
connected. They go on
and off to follow on-hook
events, off-hook events,
ringing signals, and
DTMF digits dialed.
LEDs for inactive
lines will flash dimly
LEDs for inactive
lines will flash dimly
9600 Baud,N,8,1
9VDC
Complies with FCC Part 68. FCC
Reg. No. 2EWUSA-73088-ND-N.
REN 0.5A, 1.6B, Jack (USOC) RJ11
Model: WHOZZ CALLING?
Complies with FCC Part 68. FCC
Reg. No. 2EWUSA-73088-ND-N.
REN 0.5A, 1.6B, Jack (USOC) RJ11
Model: WHOZZ CALLING?
2 conductor jacks connect
to a single phone line using
the center pair wires.
IN from Telephone Co.
OUT to phones or
phone switch (Series Conct.)
2 conductor jacks connect
to a single phone line using
the center pair wires.
IN from Telephone Co.
OUT to phones or
phone switch (Series Conct.)
4 conductor jacks connect
to two phone lines using
both pair of wires on cord.
IN from Telephone Co.
OUT to phones or
phone switch (Series Conct.)
4 conductor jacks connect
to two phone lines using
both pair of wires on cord.
IN from Telephone Co.
OUT to phones or
phone switch (Series Conct.)
Caller .comID
ID
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Deluxe Caller ID Interface
CALLING?
WHOZZ

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Connecting to Phone Lines
There are two methods of connecting the monitoring unit to your phone lines: the series (pass through) connection,
or the parallel (branch off) connection. The series connection uses both input and output modular jacks on the unit.
The parallel connection uses only the input jacks.
Parallel Connection (recommended)
A parallel phone line connection is recommended and often easier since the incoming lines to the building can
simply be "branched off" to the unit. This connection allows the unit to be removed from service for
troubleshooting or repair without affecting the telephone call path. With this connection only the input ports on the
unit are used.
Figures 2a & 2b (Pg. 26) show parallel connections. This involves branching off or "tapping" from each phone line
to be monitored and connecting them to their respective input jacks on the unit. If appropriate, bare wire to modular
adapters may be required.
Series Connection
Connecting the unit in series with the telephone lines is required only in special circumstances. Only if you need to
operate the unit in a loop current detection mode (Appendix B, pg. 16), require first ring suppression, or are
implementing call blocking would the unit need to be wired in series with the telephone lines. If the unit is
connected in series and then taken out of service, the input and output phone lines will have to be connected
together to resume normal telephone call flow.
Figures 3a & 3b (Pg. 27) show series connections. Each phone line to be monitored passes through the unit. Phone
lines coming into the building connect to the input jacks on the unit (through bare wire to modular adapters, if
needed). Lines connected to the output jacks continue to the desktop phones (through a phone switch, if present).
2-Wire (RJ11) or 4-Wire (RJ14) Phone Cord Connections
Most modular phone cords contain 4 wires which can handle two phone lines (2 wires for each line.) Your system
may have either 2 of the wires connected (RJ11 - 1 phone line) or four wires connected (RJ14 - 2 phone lines). The
modular connectors on the unit are equipped to handle either arrangement. They are marked similar to the modular
connectors on a 2 line phone. For example, Channel 1 is marked “L1 or L1/L2”. L1 is for a 2-wire phone cord and
L1/L2 is for a 4-wire phone cord. Please refer to Fig. 1, pg. 2.
For a 2-wire (RJ11) system one phone cord simply plugs into each channel on the unit. Caution must be observed
when connecting a 4-wire (RJ14) system. Phone cords must only be connected to channels 1 and 3. To prevent
crossed telephone lines, do not connect phone cords to channels 2 and 4 on a 4-wire, RJ14 system.
If you are unsure whether your system is 2 wire or 4 wire a quick check can be made using the unit. First, power on
the unit. Connect one cord to the input of channel 1. If only the Line 1 light comes on, you have a 2-wire (RJ11)
cord. If both Line 1 and Line 2 lights come on, you have a 4-wire (RJ14) cord. Continue checking the rest of your
cords in this manor.
Connecting to Computer (for Serial Port models only, else refer to the Ethernet Supplement)
You may have purchased a software package designed to work in conjunction with the Whozz Calling? Deluxe
unit. The software may have a built-in automatic search and find function. This routine will search all COM
numbers in an attempt to determine settings for the serial port with which the unit is connected. If no
communication can be established between your software and the Whozz Calling? unit, use our Serial Loop
diagnostic tool to help solve the issue For detailed instructions on working with the Serial Loop Tool refer to
Appendix E, pg. 21.

4
OVERVIEW OF TOGGLES, COMMANDS, AND FORMATS
For simple Caller ID applications, we suggest the following default toggle setup:
ECXUDASOBKT
The combination of a lower case "A" and an upper case "S" instructs the unit to send call information at both the
start and end of each call. With upper case "O" set, the unit will not report call information on outbound calls. This
combination of toggles gives a simple configuration for Caller ID only applications. The toggles can be configured
in either upper or lower case and combinations set to support various applications such as Popup screens, Call
Accounting, Integrated Voice Response (IVR) applications and Telephony Diagnostics.
Application Notes: All toggles can be changed by simply sending the new toggle. The unit is designed to accept
one toggle at a time. If a software application sends an initialization string of toggles to the unit, a short pause of at
least 50 milliseconds should be inserted between each toggle so the unit it has enough time to write the entry to non-
volatile memory.
Setup Toggles
This is a quick listing of the setup toggles. A complete explanation of each toggle begins on page 6.
E Always E
C $ sign not sent as leading character in data stream & dashes inserted in phone number.
c $ sign is sent as leading character in data stream & dashes removed in phone number.
XAlways X
UInternal blocking/passing OFF. *Only available on select units.
u Internal blocking/passing ON. (Block or pass is determined by "K,k" toggle).
KPass calls until notified by Internal Memory routine ("u") or by Wcommand.
kBlock calls until notified by Internal Memory routine ("u") or by Wcommand.
AData sent BEFORE and AFTER call.
a Data 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).
BBlock first ring to output jack. *Only available on select units.
bBlock first ring set to OFF.
DDetail information for call not sent.
dDetail information sent.
OInbound call information sent only.
o Outbound and Inbound information sent.
TAlways T

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Operating Commands
@Send back #sign. (Used for establishing device communication).
VSend firmware Version number, date & time, toggle settings, line numbers.
v Send internal jumper settings (determining the Caller ID type captured and On/Off-Hook scheme used)
J List all phone numbers in memory. (Used for internal blocking/passing).
QDelete all phone numbers in memory.
RReset system. Toggles set to upper case default values.
Data Entry Commands
N000000770n<CR> Set starting line number count. When n=1 unit reports data as line 1 through line 4
on a four line unit. If n=5, unit reports L5-L8 on a four line unit.
Nnnnnnnnnnn <CR> Add phone number to memory for internal block/pass feature.
*Only available on select units.
Wnn <CR> Normal use (toggle "K" set) is to block call on line nn. Usually sent after the CID
string and before the 2nd ring. Or, pass call on line nn. ("k" set).
*Only available on select units.
Zmmddhhmm <CR> Set date and time on internal device clock.
Detail Mode Output
nn R Date & Time Ringing on line nn
nn F Date & Time Off Hook on line nn
nn N Date & Time On Hook on line nn
Additional Detail Information
nn Vxx Date & Time Firmware version of slave ROM (Displays on start up)
Error Condition
?Error (invalid command or could not interpret data)

6
Output Format
01 I S 0276 G B3 09/26 11:28 AM 800-240-4637 CallerID.com<CR/LF>
01 Line number field 2 char. (preset by user)
I Inbound/Outbound field 1 char. (or Ofor outbound)
S Start/End of call field 1 char. (or Efor end)
0276 Duration of call in seconds 4 char. (only sent at end of call)
G Good 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)
Note: Each data string is followed by a carriage return and a line feed.
1 space separates each field
*Type of Ring is valid only if distinctive ring service is ordered from telephone company.
IN-DEPTH DISCUSSION OF TOGGLES, COMMANDS, AND FORMATS
Setup Toggle Discussion
EAlways E
C,c Leading $character and dashes removed in phone number field
Some applications need to detect a certain character in order to perform an operation. When this toggle is set to "c",
the unit places a "$" character before each data string. This includes detail data strings such as Ring, Off hook, On
hook, and Hook flash (see toggle "D,d"). Also when cis set, the dashes are removed from the telephone number
field. The telephone number justification remains as set by the "X,x" toggle.
XAlways X
U,u Internal Block/Pass *Only available on select units.
The unit can block or pass incoming calls based on a match against phone numbers pre-loaded into the on-board
memory. The "u" toggle turns on the Block/Pass feature. The "K,k" toggle determines whether the unit blocks or
passes calls that match these numbers.
K,k Block or Pass Select *Only available on select units.
Set "K" to pass all calls until defeated. Set "k" to block all calls until defeated. These toggles can be defeated by
either the "W" command sent by the host computer or signal sent by the internal memory when a phone number
match is found.

7
A,a Data Delivery Option (Start & End or Start/End)
The unit is capable of delivering a data stream to the host computer immediately as the call arrives, when the call
terminates, or both. For an inbound call, immediate data delivery allows the Caller ID information to be utilized
before the call is answered for purposes of database queries, call routing, etc. Delivering the data stream after the
call ends provides additional information about the call to the application program such as, the duration of the call
and the number of rings before the call was answered. If lower case "a" is set, data is sent as defined by the "S,s"
toggle.
S,s Data Delivery Option (Start/End)
For this toggle to affect operation "a" must be set. If call data is to be sent before the call is answered, set toggle to
"S". If call data is to be sent only after call terminates, set toggle to "s". If call data is to be sent before and after the
call, set toggle "A".
B,b First Ring Suppression *Only available on select units.
When this toggle is set to "B", the first ring to the output jack on each line is suppressed. Since the Caller ID stream
is sent between the first and second rings on the telephone line, this prevents the call from being answered before
the information is sent. However, in some cases, hearing the first ring might be essential for the user to respond to
the call in a timely manner. If this is true, set this toggle to "b".
D,d Detail Information
Some software applications may need additional call data. When the lower case "d" toggle is selected, the unit can
provide an indication for Ring, Off hook, On hook, and Hook flash. The format is as follows: line number (nn);
space; and either a R(Ring), F(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 comprehensive format. In the detail mode, the time is
delivered in a 24 hour format. (Please note: If the "c" toggle is selected, a leading "$" will be added to the above
data string). For more information see the section on Detail Mode on page 9.
O,o Inbound/Outbound Select
For basic Caller ID applications, use the upper case "O". If complete call accounting is required, use lower case
"o". The lower case "o" instructs the unit to deliver for both inbound and outbound calls.
TAlways T
Operating Commands Discussion
@Handshaking character when sent
The unit will return "#" when "@"is sent. This can be used to establish communication between the computer and
the unit. One application for this command is a software setup routine that automatically searches for the unit by
sending an "@" character on each COM port and IRQ until a "#" is returned. The corresponding COM port and
IRQ number then can be set automatically in the application.
VFirmware version and all settings
This command returns the firmware version, all toggle and line number settings, and date & time (in military
format) on the internal time clock. On start-up, toggles will be defaulted to all upper case values; the line number
will be set to "L=01"; and date & time will be set to zero. All toggles and line number settings are stored in non-
volatile memory and will remain saved even if the unit loses power. The internal clock does not run while the unit
is off, and therefore, it must be reset when power is restored. The clock can be reset by the software using the "Z"
command or will be reset on the first good Caller ID signal. Subsequent Caller ID signals with good checksums
will continue to reset the internal time clock with the telephone company's time.