Zoom Workplace migration guide for admins


Account admins who have upgraded their account to a Zoom Workplace account with multiple bundled Zoom products may need to take additional steps to facilitate an account migration that goes as smoothly as possible, helping to ensure their users continue to be provisioned with the correct licenses for Zoom Meetings, Webinars, Whiteboards, Phone, and more. The following guide provides information on how Zoom account admins can prepare for their upcoming account migration, what they can expect from their newly provisioned account, and how to address common issues that may come up.

This article covers:

What to expect with your new Zoom Workplace bundle

Depending on what Zoom Workplace bundle account you are migrating to, you will be provisioned with the following Zoom products, allotments, and features.

 
 Business Plus
w/ regional calling plan
Enterprise EssentialsEnterpriseEnterprise PlusEnterprise Premier
Account and licensing
Host ModelNamedNamed & ActiveNamedNamedNamed

License Requirements

50+50+10+50+50+

Zoom Room and CRC licenses

 Ratio 1:25 Ratio 1:1Ratio 1:25

Vanity URL and Branding

EnabledEnabledEnabledEnabledEnabled

Managed domains and SSO

EnabledEnabledEnabledEnabledEnabled

Customer Managed Key

   EnabledEnabled

AI Companion

EnabledEnabledEnabledEnabledEnabled
Meeting and Webinar

Meeting participant capacity

 50050010001000

Cloud recording storage capacity

5 GB/ licensed userUnlimitedUnlimitedUnlimitedUnlimited

Automated transcription

EnabledEnabledEnabledEnabledEnabled

Translated captions

 Enabled EnabledEnabled

Webinar/Session

 Webinar 500Webinar 500Session 1000Session 1000
Zoom Phone

Zoom Phone

Enabled EnabledEnabledEnabled

Calling Plan

    Enabled

Common Area Phone & Power Pack

   Ratio (1:1)Ratio (1:1)
Zoom Mail, Calendar, and Scheduler

Zoom Mail client

EnabledEnabledEnabledEnabledEnabled

Zoom Mail Service

EnabledEnabledEnabledEnabledEnabled

Custom Email Domain

EnabledEnabledEnabledEnabledEnabled

Zoom Calendar client

EnabledEnabledEnabledEnabledEnabled

Zoom Calendar Service

EnabledEnabledEnabledEnabledEnabled

Zoom Scheduler

EnabledEnabledEnabledEnabledEnabled
Other Zoom products

Team Chat

EnabledEnabledEnabledEnabledEnabled

Whiteboard

BasicUnlimitedUnlimitedUnlimitedUnlimited

Workspace Reservation

EnabledEnabledEnabledEnabledEnabled

Zoom Mesh

    Enabled

Zoom Clips

EnabledEnabledEnabledEnabledEnabled

Zoom Notes

EnabledEnabledEnabledEnabledEnabled

Depending on what new Zoom products and features your account will have access to, admins should consider if they want these to be available for the entire account, specific user groups, or even specific users. Depending on the feature, these may be controlled through account-level and group-level settings, or license assignments.

Note: License assignments are more common with other add-ons not automatically available with these bundles, such as Large Meeting add-ons and Zoom Revenue Accelerator licenses, as these accounts provide one bundled license to assign to each user. Accounts not bundling Zoom products would require each additional purchased add-on to be also assigned to the users they are intended for, such as assigning individual Webinar add-on licenses.

Required tasks ahead of the account migration

Ahead of your upcoming migration, the date of which should be communicated by your Zoom Account Executive, we require the following actions:


These serve as a snapshot of your account and user provisioning, acting as a reference to help ensure your account is provisioned as expected and as a backup in case of migration issues. Please ensure that an admin on your account performs these actions ahead of your scheduled account provisioning.

Required tasks after account provisioning

General tasks

Once the provisioning is complete, admins should review the Users page and confirm that all license types that were to be added or removed are properly assigned or removed. This is best done by comparing the exported list of users and their provisioned licenses with the current list of users and their assignments.

Next, if admins have any users that were not automatically provisioned with the new bundled license, such as a user with the Basic license, Zoom Phone-only users, or multiple different regional calling plans on the account, they should assign the appropriate Zoom Workplace bundle license to unlicensed users (if needed) and update existing users with incorrect assignments.

Note: There are also some specific considerations for accounts with mix and match calling plans for Zoom Phone, which are detailed below.

SSO-related tasks

If your account utilizes Single-Sign On (SSO) to provision meeting licenses, Zoom recommends checking your SAML mapping to confirm that the bundle license is visible and selected for the appropriate mapping(s).

Additionally, if your account now has both Zoom Workplace Business and Zoom Workplace Business Plus licenses/plans, additional SAML mapping logic must be added to properly compensate for and support the mix-and-match license assignments based on IDP (Identity Provider) attributes.

Note: For all other Zoom Workplace bundles (Enterprise and Enterprise Plus), SAML mapping for License type can simply remain as Licensed and the appropriate license bundle will be automatically provisioned. Thus, SAML mappings do not necessarily need to be remapped, but should still be checked to confirm accurate and intended provisioning.

Zoom Phone tasks

Migrations to these account types generally involve configuring Zoom Phone for the first time, maintaining an existing Zoom Phone configuration, or provisioning additional or existing users with the appropriate new license for Phone. The most common situations are as follows:

 

Below are a few nuanced situations that can occur for customers with existing Zoom Phone packages already in use: