Ooma Office Phone Quick Start Guide

Introduction
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Congratulations on purchasing the Ooma Oce phone system! Blending the power of cloud computing with the convenience of plug-and-play hardware, Ooma Oce creates a complete, multi-user communications platform for businesses like yours. Ooma Oce includes all of the features you need to better connect to and serve your customers, with plenty of room for the system to grow as your business expands.
Package Contents
Quick Start Guide
System Overview
Before you get started, there are a few things you should
know about the Ooma Oce phone system:
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Each Ooma Ofce account can support up to 20 users. Each user will be assigned a unique 3-digit extension number, voicemail box and account in the Ooma Ofce Manager web portal.
Each user can be congured with one or more of the following types of devices on the system: analog telephones, iOS or Anrdoid smartphones running the Ooma Ofce mobile app, and select models of IP phones. Each user can also choose to forward calls to a regular cell phone or landline.
If a user has multiple devices assigned to his extension, all of the devices will ring when the user receives a call. The user can answer the call on any of the devices.
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Ethernet Cable (7 ft)Ooma Linx device(s) AC Adapter
How Ooma Fits in Your Office
This illustration depicts how Ooma Oce is used in an oce environment. Familiarize yourself with the Ooma Oce devices as well as the phone and Internet equipment in your business.
A
Modem or Router – The broadband Internet connection
from your service provider will connect to a modem or router installed inside your business
B
Ooma Base Station – The Base Station connects to
your modem or router and routes calls to the analog phones in your oce. It includes one phone jack for connecting to an analog phone or fax machine.
C
Fax machine – Fax machines should connect to the
Base Station. This may require some changes to your phone wiring, or moving your fax machine closer to the Base Station.
Ooma Linx – The Linx connects an analog phone to your
D
Ooma Oce system. The Linx plugs into a power outlet and operates wirelessly by communicating with the Base Station over radio frequencies. Up to four Linx devices can be paired with each Base Station and the device has a range of up to 150 feet indoors.
E
Analog phones – Each analog phone (corded or
cordless) in the oce will connect to a phone jack in the Base Station or a Linx device.
A
E
D
C
B
D
E
Installation Overview
The installation process is simple and straightforward. You should be up and running and making your rst call in no more than 30 minutes!
This guide will walk you through the entire process. Just follow along as we take you through four easy steps in sequence:
Step 1
Step 2
Step 3
Connect More Analog Phones
Step 4
IMPORTANT: Ooma Ofce requires a broadband Internet connection and a minimum of 128kbps of upstream and downstream bandwidth for each user inside the ofce. Users who primarily access the system from outside the ofce using the mobile app or a remote number do not need to be counted.
Activate Ooma Oce account
Install Ooma Oce Base Station
Add Users and Customize
Have a Question or Need Assistance?
Help is here.
Knowledge base
ooma.com/support/ofce
User manuals
ooma.com/userguide
24x7 Customer Care Hotline
1-866-939-6662
Step 1 | Activate Ooma Office Account
Begin by activating your Base Station online. Locate the seven­digit activation code printed on the bottom of the Base Station.
Next, go to the Ooma Oce Manager web portal located at:
http://oce.ooma.com
Click on the Activate your new account button. The activation wizard will guide you through:
Selecting a phone number
Registering your 911 address
Entering your billing information
You’ll receive an email conrmation once your account is activated.
NOTE: If you plan to transfer an existing phone number to Ooma Oce, select a temporary phone number during the activation process. Follow the directions to port your number in the section once you have nished your installation.
Next Steps
Step 2
2a
Connect Base Station to Router
Ready to start? Go to
| Install Ooma Office Base Station
Step 1
Go to
Alternative Setup Option
For optimal voice quality, the Ooma Oce Base Station should be installed between your modem and router. This allows the Base Station to prioritize voice packets over other Internet trac and prevents audio glitches and dropped calls.
Router
Modem
Step 2
Connect your Base Station to the Internet
Use the included Ethernet cable to connect the TO INTERNET port of the Base Station to an open Ethernet port on your router.
Connect the Base Station between modem and router
NOTE: If you experience poor voice quality you may want to enable Quality of Service (QoS)
settings on your router or install the Base Station between your modem and router. Please call our customer care hotline if you need help conguring QoS. See the Alternative Setup Option to the right for instructions on how to connect the Base Station between your modem and router.
2b 2c
Connect Your Phone
1. Locate the Ethernet cable that connects your modem to your router. Unplug the modem end of the cable and plug it into the LOCAL NETWORK port of the Base Station.
2. Use the included Ethernet cable and connect the TO INTERNET port of the Base Station to your modem.
3. To ensure the new network setting takes eect, reboot your modem and router.
Power On
TO
INTERNET
LOCAL
NETWORK
Plug in your Base Station
Plug the provided AC adapter into the POWER port. It is normal for the status light on the front of the Base Station to blink amber for several minutes while the device is booting up.
Plug your phone into the Base Station
Using your existing phone cable, plug your analog phone into the PHONE port of the Base Station. If you are using a cordless phone, connect the cordless phone base unit to the PHONE port.
NOTE: If you plan to connect a fax machine to your Ooma Oce system, it should be connected to the PHONE port of the Base Station.
The status light will turn solid blue once the system is fully functional.
If your device requires a software upgrade, it may take 15-30 minutes
to nish booting up the rst time you plug it in. Do not unplug the
!
Base Station while it is upgrading. It will automatically reboot after the upgrade is complete.
Make your rst call
Pick up the phone and listen for a dial tone to conrm that your system setup is complete.
Feel free to call a friend and tell them about
your new Ooma Oce system!
Go to
Step 3
Step 3 | Connect More Analog Phones
3a 3b
Put your Base Station in pairing mode
Press and hold the PAGE button on the back of your Base Station for three seconds to activate pairing mode for 5 minutes.
The system status indicator on the front of the Base Station will start to blink blue as it searches for new Linx devices.
Step 4 | Add Users and Customize
Log into Ooma Oce Manager
The hard part is over! Your Base Station and Linx devices have been installed. Now you can start to customize your conguration.
The Ooma Oce Manager web portal will be your primary system administration tool. To access the site, go to:
http://oce.ooma.com
Log in as an administrator using your phone number and the password you selected during the activation process.
Plug in your Linx device
Decide where you would like to install your analog phone and nd the closest power outlet.
Plug the Linx into the power outlet. The system status indicator on the Linx should start to blink amber as it searches for a Base Station.
The system status indicator on the Linx device will turn blue once the Linx has paired with the Base Station.
Connect your phone
Use a telephone cord to connect your analog phone to the phone jack at the bottom of the Linx device.
Repeat Step 3 for each Linx you want to install. Note that each Base Station can pair with a total of four Linx devices. If you wish to use more than four Linx devices, see below.
Next Steps
Transfer Your Phone Number
Do you have an existing phone number that you would like to transfer to your Ooma Oce system? In most areas, Ooma can help you port your existing phone number from your old provider.
You must maintain the phone service associated with your existing phone number until the porting process is completed, which usually takes around 2-3 weeks.
To get started, please visit:
http://oce.ooma.com/port
Go to
Step 4
To begin, use the Manage tab to navigate through the dierent parts of the system you can customize. You will be able to:
Manage users and devices
Note: End users can also
access Ooma Oce Manager
to listen to voicemail, check call logs, and manage settings for their extension. When you create a user on the system, the user will receive an email with information about how to access the web portal.
Add phone numbers and control how they are routed
Customize your virtual receptionist settings
Update your system preferences
That’s it. You’re Done!
If you have any questions about setting up or conguring your system, please call our customer care hotline for help:
1-866-939-OOMA (6662)
Advanced Features of Ooma Office
Ooma Oce comes with a full suite of features to accomodate all types of businesses. Learn more below:
Explore Ooma Oce Manager
After your initial setup is complete, explore all the other features that Ooma Oce Manager has to oer. You can:
Set up additional users
Select additional local and toll-free numbers
Customize your virtual receptionist
Upload custom music on hold and transfer music
And much, much more
Learn more about all the features Ooma Oce has to oer in the Features Overview section of the user manual.
Mobile Application (coming soon)
All users on your system can make and receive calls, listen to voicemail, and update preferences by using the Ooma Oce mobile app for iOS and Android. Before they can use the app, you must rst enable the mobile app on their extension. The user will receive an email with instructions on how to download the app. To get started, visit:
http://oce.ooma.com/mobile_app
Supporting More Analog Phones
Each Base Station can support up to ve analog phones using the built-in phone port and wireless links to up to four Linx devices. To add support for more analog phones in the oce, you can purchase additional Base Stations and Linx devices (each sold separately). With four Base Stations and 16 Linx devices, you can connect up to 20 analog phones in one location. To add more base stations to your account, visit:
http://oce.ooma.com/base_stations
Toll-Free Numbers
Adding a toll-free number gives your small business a national footprint and makes it easy for customers to reach you. You may select one toll-free number for your Ooma Oce account. The number comes with 500 minutes of free inbound calling. Additional usage rates apply; see our website for details. To select a toll-free number, visit:
http://oce.ooma.com/toll_free
IP Phones (coming soon)
IP Phones are “smart” desktop phones that connect to your oce network using a hard­wired Ethernet connection. They often have large displays which make it convenient to handle multiple lines and access advanced features. Ooma Oce is compatible with select models of IP phones and can support a mixture of analog phones and IP phones at the same location. To set up IP phones, visit:
http://oce.ooma.com/ip_phone
Virtual Fax
Send and receive faxes online with a Virtual Fax extension. Once it has been set up, all inbound faxes will be forwarded to your email and any of your users will be able to use the Ooma Oce web portal to send out PDF les as faxes. The Virtual Fax extension includes a dedicated phone number. To set up a virtual fax, visit:
http://oce.ooma.com/virtual_fax
Conference Server
The conference server can host up to ten meeting rooms. Each meeting room is assigned its own unique conference ID and can accommodate up ten simultaneous internal or external call-in participants. The conference server comes with a dedicated phone number for direct access. To set up conferencing, visit:
http://oce.ooma.com/conferences
Quick Reference Guide
Front view
Back view
TO INTERNET
Plug in your modem or router to connect your Base Station to the Internet.
PHONE
Connect your analog telephone or fax machine with a standard telephone cable.
PAGE
Press and hold to pair a new device.
Ooma Office Base Station Ooma Linx
System status indicator
Lights up blue when system is operational.
Blinks amber when device is booting up.
Blinks amber when Ooma service is not working.
Blinks blue rapidly when device is in pairing mode.
Alternately blinks blue and amber during a software upgrade.
USB
Connect optional accessories such as
the Ooma Wireless Adapter.
POWER
Connect the included AC adapter to power the Base Station.
LOCAL NETWORK
Connect a computer or router to the Base Station for additional setup options.
Front view
Bottom view
System status indicator
Lights up blue when connected to the Base Station
Lights up amber when it does not detect the Base Station.
Blinks amber when it is attempting to register with a Base Station.
Blinks blue and amber during a software upgrade.
Line status indicator
Lights up blue when the line is idle.
Lights up amber when the line is in use.
Blinks amber/blue when the line is ringing.
Reset pinhole
Push down and hold for 10 seconds while plugged in to perform a factory reset of the device.
PHONE port
Connect your analog telephone to the Linx with a standard phone cable (not included).
Troubleshooting
Base Station status indicator is blinking amber
When the status indicator on your Ooma Oce Base Station blinks amber, your Base Station is not operational. Check below to nd out what is preventing it from working.
Your Base Station may not be connected to the Internet. Check that your network cables are plugged in securely. Verify that the TO INTERNET port is connected to your router (or modem) and the green LED at the top of the port is lit up.
Try rebooting your Base Station, modem, and router by power cycling the devices.
Your Base Station may be unable to register with the Ooma network. Verify that you have activated your device as described in Step 1. Try power cycling the Base Station.
Verify that your Internet connection is working. Optionally, connect a computer to the LOCAL
NETWORK port of the Base Station and browse to http://oce.ooma.com. You should see
the login screen for Ooma Oce Manager. If not, troubleshoot your Internet connection.
The phone connected to the Base Station has no dial tone
If the status indicator on the Base Station is blue but you don’t hear a dial tone, check that your phone is correctly plugged into the PHONE port of the Base Station.
I hear an “extension has not been set up” error message when I pick up the phone
The Linx device won’t pair with my Base Station
• Move the Linx closer to your Base Station and try to pair again.
• Perform a factory reset of the Linx by inserting a paper clip into the pinhole next to the phone jack of the Linx device. Hold for 10 seconds until the system status light blinks amber. Try to pair again.
• If the status indicator on the Base Station blinks purple/blue when you put it into pairing mode, you have exceeded the capacity of the Base Station. Each Base Station can only support up to four wireless DECT devices like the Linx. You may purchase additional Base Stations if you need to connect more Linx devices inside your oce.
The phone connected to my Ooma Linx device has no dial tone
• If the system status indicator on the Linx is lit amber, try installing the Linx closer to the Base Station. Also try performing a factory reset of the Linx device by following the directions above.
• If the system status indicator on the Linx is blinking amber, follow the setup instructions again to register the device with your Base Station.
• Verify that your Base Station is powered on and has a blue status indicator. Next, plug an analog
phone into the PHONE port of the Base Station to check for a dial tone.
Voice sounds stuttery or sometimes breaks up
Log into the Ooma Oce Manager and make sure that your Linx or Base Station device has been assigned to a user. Select a user and switch to the Devices tab to add the Linx or Base Station phone port to a user.
Voice quality depends on the speed and quality of your Internet. For best results, Ooma recommends that your Base Station is connected between the modem and router as shown in Alternative Setup
Option in Step 2a. Please call our customer care hotline if you are experiencing voice quality issues.
© 2015 Ooma, Inc. Patent pending. All rights reserved. Reproduction in whole or in part without written permission is prohibited. Ooma, the Ooma logo, Ooma Oce, Ooma Linx, and all other Ooma company,
product and service names and slogans are trademarks of Ooma, Inc. All other product, service or brand names are the property of their respective owners.
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