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Best Practices for ZDM iPads (ZRCs) Follow

Overview

Follow the best practices for Zoom Device Management (ZDM) to help expedite your setup and enrollment process.

This article covers:

Prerequisites

  • Zoom Rooms license 
  • Zoom Rooms administrator role
  • Zoom Device Management role
  • iOS Zoom Rooms Controller(s)

Automated Enrollment 

For iPads purchased by Apple or an authorized reseller. 

  1. Complete the ABM (Apple Business Manager) or ASM (Apple School Manager) setup process.
  2. Click Device Management and upload the certificate and token for Apple 
  3. Assign eligible devices to the server you just created in ABM/ ASM.
  4. Click Refresh on ZDM Overview page.
  5. Factory reset all devices you assigned to the server if you are using devices that have already been deployed. You may be able to do this with another mobile device management tool if you’re already enrolled in one and looking to switch.
  6. Turn on your devices.
  7. Navigate several setup screens on the iPad (language, network, etc). You should see a screen for Remote Management.
  8. Once you arrive at the home screen the process is complete. Your device will automatically download and launch the Zoom Rooms controller app within a few minutes. 

Automated Enrollment Recommendations

  1. Take note of the serial number of the iPad for troubleshooting. 
  2. Enable ASAM (Autonomous Single App Mode) for all your Zoom Rooms so that your iPads can be securely locked.
  3. Rename your iPads to match the Zoom Room name. The easiest way to do this is by searching for the serial number in the Devices page, then checking which room that device belongs to. After you rename the device, assigning it to the room will be much easier. 
  4. Assign your iPads to their Rooms. The easiest way to do this is from the Devices tab, rather than the Rooms tab or in-room edit page.
  5. Upgrade the Zoom Rooms controller app when a new version is available. Devices can be upgraded in groups from the account or location pages.
  6. Upgrade the iPad operating system (OS). This can be upgraded in groups from the Account or Location pages.

Manual enrollment

For iPads not purchased from Apple or an authorized reseller.

  1. Click Device Management (ZDM) and upload the certificate for Apple. A token is not required for manual enrollment. 
  2. Set your iPads to supervised mode.
  3. Scan the QR code on the ZDM page with your iPad's camera.
  4. Complete the prompts and go to Settings. Click General, then click Profiles & Device Management, then click Install the Profile
  5. Once you install the profile the process is complete. Your device will automatically download and launch the Zoom Rooms controller app within a few minutes.

Adding devices to ABM/ASM for Enrollment (Optional)

  1. Complete the ABM (Apple Business Manager) or ASM (Apple School Manager) setup process.
  2. Download Apple Configurator 2
  3. Plug in your device and click Prepare in Apple Configurator 2.
  4. Select Manual Configuration. 
  5. Check Add to Device Enrollment Program and Activate and complete enrollment.
    Note: If you check Activate and complete enrollment, the device will enroll in MDM but it will not be initially treated as an Automated Enrollment (DEP-enrolled) device.
  6. Select New Server if you have not created a server before, otherwise Choose a Server and click Next.
    • If you created a new server, give the enrollment a name and copy the group enrollment account url in ZDM below the QR code for Apple - Manual Enrollment.
      Note: An error code may appear “Unable to verify the server’s enrollment URL.” Click Next if it does.
    • View the certificates and click Next.
  7. Select New Organization and click Next if you have not created an organization before, otherwise Choose an Organization.
    • If you created a new organization, enter your credentials from ABM/ ASM.
    • Generate a new supervision identity.
  8. Select which setup screens you want to be shown and click Next.
  9. Choose Network Profile and click Next. (Optional)
  10. No credentials are necessary for Automated Enrollment Credentials. Click Prepare.
  11. Click Erase to prepare your device.
  12. Once your device reboots and connects to the network, you will see a Remote Configuration Screen, click Next.
  13. You should see a black screen that reads “Resetting iPad”, and the device will reboot once more.
  14. Complete the setup screens to finish the process. Your device will now automatically download and launch the ZRC app within a few minutes of the home screen.

General Recommendations

  1. Take note of the iPad serial number for troubleshooting.
  2. Configure all your rooms to have ASAM (Autonomous Single App Mode) enabled so that your iPads are securely locked.
  3. Rename your iPads to match the Zoom Room name. The easiest way to do this is by searching for the serial number in the Devices page, then checking which room that device belongs to. After you rename the device, assigning it to the room will be much easier. 
  4. Assign your iPads to their Rooms. The easiest way to do this is from the Devices tab, rather than the Rooms tab or in-room edit page.
  5. Upgrade the Zoom Rooms controller app when a new version is available. Devices can be upgraded in groups from the account or location pages.
  6. Upgrade the iPad operating system (OS). This can be upgraded in groups from the Account or Location pages.