Device management for Zoom admins


Device management allows account owners and admins to manage their devices in a centralized location, such as checking device information or managing updates. 

Notes:

This article covers: 

Prerequisites for using Device Management

How to access Device Management

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Device Management then Overview. Here you can view some high level device metrics, such as the device breakdown by Platform OS and Appliance Vendor, as well as how many devices are currently enrolled and/or assigned. 
    Note: Unassigned means the device is currently not assigned to a user/room. You can engage with the metric/chart to jump to the Device list.

How to use Device List

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Device Management then Device List.
  3. Click the Devices tab.
    Notes:
    • Here, you can view/search device information such as device name, serial number, app version. Filters allow you to narrow your view to a specific Platform OS, managed devices, Zoom device type, and specific Appliance partner devices. You will see users signed in, sign out users, and remove devices.
    • You can also manage your devices here, such as upgrading the app version or assigning the device to a user/room.
  4. On the right side of the page, click the settings gear , to customize the columns you would like to display on this page. You can customize the followings:
    • Platform OS
    • App version
    • Device type
    • Hot Desking (Signed In)
    • Vendor
    • Enrollment
    • Assignment
    • Group
    • IP address
    • MAC address
    • Tag
  5. In the top-right corner, click Import to add Zoom Rooms, Zoom Phone Appliances, Zoom IP Phones, and Workspace Devices to device management.
    • You must import Workspace Devices from a CSV file:
      1. After clicking Import, in the pop-up window, click Download CSV Sample.
      2. Enter information for workspace devices in the CSV file.
        Note: The CSV format requirements must include Device Name, MAC Address, Serial Number, Vendor, Model, Workspace Name (optional), and Asset Tag (optional). The maximum items must be less than 1000 per CSV file.
      3. Drag and drop the CSV file into the pop-up window, or click Choose File and select the CSV file.
        The workspace devices will be imported into the Zoom web portal.
  6. On the top right, click Upgrade, then select:
    Note: Those options currently aren't supported on Zoom IP phones but you can downgrade the software on Zoom Phone Appliances.
    • App: To upgrade the app.
    • Platform OS: To upgrade the OS the device is running on.
      This will follow the Zoom Rooms location directory and device filters where you can select your location and device filters first to narrow down your targeted devices.
  7. On the top right, click Export, to export the list of all your devices or those you selected.
  8. In the top-right, click the more icon , then select one of the following:
    • Add Zoom Phone Appliance: Enter and select the information for the Zoom Phone Appliance, then click Save.
    • Restart Device: This will restart all devices on your account. If a confirmation window appears, click Restart.
      Note: This currently only supports Android devices except Android devices from Zoom IP Phones.
    • Import History: View information about the devices that you imported from the Zoom Rooms Devices, Zoom Phone Appliances, and Workspace Devices tabs.
  9. To the right of a device, click the more icon , then select from the following actions:
    Note    : Those options currently aren't supported on Zoom IP phones. 
    • Assign to Group: Assign a group to the device.
    • Restart Device: Restart the device.
    • Remove from Zoom: Remove the device from Zoom device management.
  10. (Optional) Click the Device Name value for additional device information and management functionality.
  11. (Optional) Click on the Assignment value to jump to the User/Room that the device has been assigned to. If not assigned it will display as Unassigned

How to use Enrollment

Notes:

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Device Management then Enrollment. Here is where you can view a breakdown of your enrolled devices (Apple, Windows, and Appliances). Users can also enroll Apple and Windows devices in this window.

How to use Update Management

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Device Management then Update Management.
    Notes:
    • Here is where you can manage your Windows updates and set your update schedule. Once devices have been assigned patches, they will install outside of active hours based on your schedule. If the update requires a restart to install, it will restart based on your auto-restart deadline period.
    • Once an update has been assigned and installed to all enrolled devices (and there are no remaining unassigned devices), the update will be placed in completed tab to keep your active updates tab as relevant and clean as possible.  

How to use System Config

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Device Management then System Config.
    Notes: 
    • Here you can create WiFi or Ethernet profiles and assign them to your enrolled devices. Once the devices arrive at their desired location, the network can be pre-configured so the devices are more plug and play for installers. Users can sort the page by clicking on any column heading, for example, to view the Profile name, Network type, Description, Assigned devices or Installed status. 
    • For more information, see Configuring and assigning network profiles for Zoom Rooms devices – Zoom Help Center.