Getting started with 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:

• Previously, the Device Management page was located under the Room Management tab. This page has now been updated as a separate section and contains three separate pages:
  • Enrollment
  • Update Management
  • System Config 
• Devices enrolled in ZDM will have additional device information and management functionality.

Requirements for using Device Management

• Owner or admin privileges
• Zoom Room devices and/or Zoom Phone appliances

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:

• Manual enrollment is not recommended for macOS. Mac devices enrolled individually cannot be upgraded from the Zoom web portal.
• Automated enrollment enables Apple Business Manager (ABM) or Apple School Manager (ASM) enrollment for large numbers of devices.

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.

Manage the Dedicated Systems tab

Manage the Zoom Clients tab

1. Access the Enrollment section in Device Management.
2. Click the Zoom Clients tab.
3. Under Enrollment Token, enroll Zoom clients with the enrollment token. Learn more about ZDM for Zoom desktop and mobile app.
4. Copy the enrollment token.
5. (Optional) Download the enrollment configuration files for Windows and macOS:
   • Windows Registry File
   • Mac PList File

Manage the Smartphone Clients tab

Note: The enrollment token is only applicable for the Zoom Phone solution for common areas on smartphone clients. You cannot use it for any other purpose. This feature must be enabled by Zoom.

1. Review provisioning smartphones with IP subnet detection.
2. Manage IP address for your sites under the Common area smartphones setting.
3. Access the Enrollment section in Device Management.
4. Click the Smartphone Clients tab.
5. Under Enroll smartphone clients for Zoom Phone, locate the Enrollment Token section to enroll smartphone clients with the enrollment token:
   1. Click Generate token.
      A pop-up window will appear.
   2. In the window, in the Expiration date field, set a time limit for the enrollment token to remain valid after generation.
      Note: The date is important as it should be aligned with your company's security policies and operational practices. Once the date is realized, the clients will no longer be able to communicate with Zoom Phone, and therefore, you may experience an operational outage. A date too far in the future may not satisfy your organization's operational procedures.
   3. Click Generate token.
      The token will appear under the Enrollment Token section.
6. After generating an enrollment token, use the following actions:
   • Copy the enrollment token.
   • Download the enrollment configuration file.
   • Edit the token expiration date.
     Note: When you update the time limit for the enrollment token to remain valid after generation, the new date will be automatically used by the Zoom app, and there will be no need to apply the token to the client.
   • Remove the enrollment token.
     Note: Once removed, smartphones cannot be provisioned as common areas using the current token. You may need to regenerate a new token and download the configuration file again.

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.