Best Practices for ZDM Mac/Win (ZR) in zoom app
To help speed up the process of setting up and enrolling Zoom Device Management (ZDM), it is best to follow the best practices for Zoom Device Management (ZDM).
Prerequisites
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License for Zoom Rooms
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An administrator role on the Zoom Rooms web portal with the ability to manage Zoom Rooms
Automated enrollment for Mac
Devices that have already been deployed will be affected by this only.
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Make sure that you have completed the setup process for the Apple Business Manager or Apple School Manager applications.
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Upload the Apple device certificate and the Apple device token by clicking the Device Management button
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Using ABM/ ASM, you have just created a server that can be used to assign eligible devices.
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On the Overview page of the ZDM application, click Refresh to refresh it.
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It is recommended that all devices you assign to the server, if they have already been deployed, are reset to factory settings. If you are already using a mobile device management tool and are interested in switching from it, you may be able to do the same thing with another one.
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You should be able to see a screen for remote management after you navigate through a series of setup screens on the (language, network, etc.).
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The process is now complete once you have reached the home screen. Within a short period of time, the Zoom Rooms app will be downloaded and launched automatically on your device.
Recommendations
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When troubleshooting your Mac, you should keep a note of the serial number.
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Make sure the names of your Macs match the names of the Zoom Rooms. If you want to find out where a particular device belongs, all you have to do is search on the Devices page for its serial number, then look for the room that the device belongs to. It will be much easier for you to assign that device to the room when you rename it.
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Make sure that each Mac is assigned to a particular room. It would be easier to do this if you clicked on the Devices tab instead of the Rooms tab or through the Edit Room page located within the room.
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If there is a new version of Zoom Rooms available, you should update it. Depending on the page you are on, you can upgrade devices individually or in groups.
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The operating system (OS) on your Mac needs to be upgraded. Using the Account or Location pages, you are able to upgrade this in groups.
Manual enrollment for Mac
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In Device Management (ZDM), click the Apple certificate and upload it. The manual enrollment process does not require a token to be completed.
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Click on the link in step 2 of Apple Individual Enrollment on the device on which you would like to enroll.
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You will be asked to enter an access code. With a few minutes, the Zoom Rooms app will be downloaded and launched automatically on your device.
Recommendations
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When troubleshooting your Mac, you should keep a note of the serial number.
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You will need to rename your Macs so that they match the name of your Zoom Room. In order to do this, you can search for the serial number in the Devices page, and then you can check which room that device belongs to by checking the room name in the left column. It will be much easier for you to assign the device to a room once you rename the device.
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Make sure that each Mac is assigned to a particular room. It is easier to use the Devices tab to do this, rather than the Rooms tab or the in-room editing page, rather than the Rooms tab.
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If there is a new version of Zoom Rooms available, you should update it. On the Account or Location pages, you can upgrade a group of devices at the same time.
Automated enrollment for Windows
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The ZDM.PPKG file can be downloaded from Zoom’s website.
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The Zoom provisioning package needs to be included in the image file for your system installation. Instructions for changing an image file can be found here, if you would like to learn more.
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After you have modified the image file, you should apply it to the desired device.
Recommendations
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Select the Windows updates you wish to download and install from the list below.
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Make sure your Windows devices are assigned to their respective rooms. There are several ways to do this in a room, but the easiest way is by using the Devices tab, rather than the Rooms tab or the in-room editing page.
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It is recommended that you upgrade the Zoom Rooms app whenever a new version is released. On the Account or Location pages, you can upgrade devices in groups based on the type of device.
Manual enrollment for Windows
The manual enrollment feature is available for Windows 10 version 1703 and later.
Enrollment Steps via Access Code
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You will find the link to enroll your device in Windows Individual Enrollment in step 2 of the process on the device you wish to enroll on
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You will be asked to enter an access code. It will only take a few minutes for the Zoom Rooms app to be downloaded and launched on your device.
Enrollment Steps via USB
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The ZDM.PPKG file can be downloaded from Zoom’s website.
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In order to enroll your Windows device, you will need to plug USB into it.
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If you would like to install the file, double click on it. When you are prompted by Windows to install the software, click yes to continue.
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In a few minutes, the Zoom Rooms app will automatically be downloaded and launched on your device.
Recommendations
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Select the Windows updates you wish to download and install from the list below.
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Create rooms for your Windows devices and assign them to them. I would recommend that this be done from the Devices tab, rather than from the Rooms tab or the edit page within the room.
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If there is a new version of Zoom Rooms available, you should update it. Depending on the page you are on, you can upgrade devices individually or in groups.