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Best Practices for ZDM Mac/Win (ZR) Follow

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

This article covers:

Prerequisites

  • Zoom Rooms license 
  • Role with administrator access to Zoom Rooms in the web portal 

Automated enrollment for Mac

This only applies to devices that already deployed.

  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. Navigate several setup screens on the (language, network, etc.) You should see a screen for Remote Management.
  7. Once you arrive at the home screen the process is complete. Your device will automatically download and launch the Zoom Rooms app within a few minutes. 

Recommendations 

  1. Take note of the serial number of the Mac for troubleshooting. 
  2. Rename your Macs 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. 
  3. Assign your Macs to their Rooms. The easiest way to do this is from the Devices tab, rather than the Rooms tab or in-room edit page.
  4. Upgrade the Zoom Rooms app when a new version is available. Devices can be upgraded in groups from the Account or Location pages.
  5. Upgrade the Mac operating system (OS). This can be upgraded in groups from the Account or Location pages.

Manual enrollment for Mac

  1. Click Device Management (ZDM) and upload the certificate for Apple. A token is not required for manual enrollment. 
  2. On the device you would like to enroll, click the link in step 2 of Apple Individual Enrollment.
  3. Enter the access code. Your device will automatically download and launch the Zoom Rooms app within a few minutes. 

Recommendations 

  1. Take note of the serial number of the Mac for troubleshooting. 
  2. Rename your Macs 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. 
  3. Assign your Macs to their Rooms. The easiest way to do this is from the Devices tab, rather than the Rooms tab or in-room edit page.
  4. Upgrade the Zoom Rooms app when a new version is available. Devices can be upgraded in groups from the Account or Location pages.

Automated enrollment for Windows

  1. Download the zdm.ppkg file from Zoom.
  2. Modify your system installation image file to include the Zoom provisioning package. Click here for instructions on how to change an image file.
  3. Apply the modified image file to the desired devices.

Recommendations 

  1. Choose which Windows updates you want downloaded and installed.
  2. Assign your Windows devices to their Rooms. The easiest way to do this is from the Devices tab, rather than the Rooms tab or in-room edit page.
  3. Upgrade the Zoom Rooms app when a new version is available. Devices can be upgraded in groups from the Account or Location pages.

Manual enrollment for Windows

Manual enrollment is supported for Windows 10 version 1703 or later.

Enrollment Steps via Access Code

  1. On the device you’d like to enroll, click the link in step 2 of Windows Individual Enrollment
  2. Enter the access code. Your device will automatically download and launch the Zoom Rooms app within a few minutes. 

Enrollment Steps via USB 

  1. Download the zdm.ppkg file from Zoom.
  2. Plug the USB into the Windows device you would like to enroll. 
  3. Double click the file to install it. Click yes when the Windows installation prompts appear.
  4. Your device will automatically download and launch the Zoom Rooms app within a few minutes. 

Recommendations 

  1. Choose which Windows updates you want downloaded and installed.
  2. Assign your Windows devices to their Rooms. The easiest way to do this is from the Devices tab, rather than the Rooms tab or in-room edit page.
  3. Upgrade the Zoom Rooms app when a new version is available. Devices can be upgraded in groups from the Account or Location pages.