Setting up firmware update rules

By default, provisioned Cisco, Yealink and Poly devices will automatically upgrade to the latest supported firmware version. If you don't want devices to be automatically upgraded, you can set rules for the firmware version allowed on devices. This allows you to keep specific device models up to 2 versions behind the latest supported firmware version.

Note: Make sure to review our firmware update guidelines before changing firmware update rules.

This article covers:

• Limitations of firmware update rules
• How to access the firmware update rules setting
  • Site
  • Account
• How to add or edit a firmware update rule
• How to delete a firmware update rule
• How to schedule firmware updates
  • Schedule firmware updates for an entire account
  • Schedule firmware updates for a site

Prerequisites for setting up firmware update rules

• Pro, Business, or Education account
• Account owner or admin privileges
• Zoom Phone license
• Submit a request to Zoom Support to enable Custom Firmware Schedule for your account

Limitations of firmware update rules

• Adding a firmware update rule will only allow you to keep the firmware version up to 2 versions behind the latest supported firmware version. When you have a rule that is set to 3 or more versions behind, you will see a warning in the web portal asking you to update the rule.
• Not all Poly and Yealink devices support firmware update rules. If you don't see a certain device when adding a rule, it isn't supported.

How to view firmware provisioned for devices

You can view the firmware version that provisioned devices are running by viewing the list of desk phones / ATAs (unassigned or assigned) or common area phones. Dashes are displayed if the device isn't provisioned or doesn’t support firmware version sharing.

When viewing the device list, click the gear icon and select Firmware Version to add a column that contains the firmware version. This column can be toggled on or toggled off.

How to access the firmware update rules setting

You can access firmware update rules at the site (if you enabled multiple sites) or account level.

Site

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Phone System Management then Company Info.
3. Click the name of the site you want to edit.
4. Click the Settings tab.
5. In the Desk Phone section, next to Firmware Update Rules, click Manage.

Account

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Phone System Management then Company Info.
3. Click Account Settings.
4. Click the Settings tab.
5. In the Desk Phone section, next to Firmware Update Rules, click Manage.

How to add or edit a firmware update rule

1. Access the firmware update rules setting at the site or account level.
2. Click Add Rule to add a new rule, or click an existing rule to edit it.
3. Select the Device Type, Device Model, and Firmware Version. You can select a firmware version up to 2 versions behind the latest supported firmware version for the specified device model. The firmware version labelled Current Version is the latest supported firmware version.
4. Click Save.
   You will be prompted to select the update firmware time.
5. Select one of the following methods to update the firmware:
   • Restart the devices immediately: Restart device when they are in an idle state (not in a call). This is done so that calls are not interrupted.
   • Restart with next Re-sync or Auto Pulling
6. Read and accept the terms and conditions, then click Confirm.
   All Zoom Phone devices in the site or account that match the selected type and model will automatically reboot to downgrade the firmware.

How to delete a firmware update rule

1. Access the firmware update rules setting at the site or account level.
2. Click Delete next to a firmware update rule.
3. Read and accept the terms and conditions, then click Confirm.
   All Zoom Phone devices in the site or account that match the selected type and model will automatically reboot to upgrade to the latest supported firmware version.

How to schedule firmware updates

You can define how often and when to update the firmware of your devices. Setting a firmware schedule will dictate when the devices will receive new firmware and will supersede Zoom's firmware update process. It is subject to Zoom's firmware terms and conditions.

Schedule firmware updates for an entire account

To schedule a firmware update for all desk phones in your account, follow the steps below.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Account Management, then Account Settings.
3. Click the Zoom Phone tab.
4. To the right of Schedule Firmware Updates, click the toggle to enable or disable it.
5. Click Enable or Disable to confirm.
6. (Optional) To prevent users in the account from changing this setting, click the lock icon , then click Lock to confirm.
7. To the right of Repeat, select Weekly or Monthly to define how often to update the firmware of your devices, then do the following according to your choice:
8. If Monthly selected, select one of the following, then go to step 11:
   • On the: Select the First, Second, Third, Fourth of a selected day to apply the update.
   • On each: Select the number of the day to apply the update.
9. If Weekly selected, select the following, then go to step 11:
   • Day: Select one day to apply the update.
10. Time Period: Select the beginning and end time of the period.
11. Time Zone: Select the appropriate time zone for the update.
12. End: Select Never to never end the schedule, or On to end the schedule on that date.
13. Select I agree with the Terms & Conditions.
14. Click Save.

Schedule firmware updates for a site

To schedule a firmware update for all desk phones in one of your site, follow the steps below.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Phone System Management then Company Info.
3. Click the name of the site you want to edit.
4. Click the Policy tab.
5. To the right of Schedule Firmware Updates, click the toggle to enable or disable it.
6. Click Enable or Disable to confirm.
7. (Optional) To prevent users in the account from changing this setting, click the lock icon , then click Lock to confirm.
8. To the right of Repeat, select Weekly or Monthly to define how often to update the firmware of your devices, then do the following according to your choice:
9. If Monthly selected, select one of the following, then go to step 11:
   • On the: Select the First, Second, Third, Fourth of a selected day to apply the update.
   • On each: Select the number of the day to apply the update.
10. If Weekly selected, select the following, then go to step 11:
    • Day: Select one day to apply the update.
11. Time Period: Select the beginning and end time of the period.
12. Time Zone: Select the appropriate time zone for the update.
13. End: Select Never to never end the schedule, or On to end the schedule on that date.
14. Select I agree with the Terms & Conditions.
15. Click Save.