Device management for Zoom admins

This post was most recently updated on July 28th, 2022

With device management, account administrators and account owners can manage their device information and updates from the centralized location, where they can check the device information.

Notes:

  • It was previously located under the Room Management tab, but we have now moved it to the Device Management tab. There are now three separate pages within this section of the website, which is now updated as its own section:
    • The Enrollment Process
    • and Managing Your Updates
    • in the Enrollment Process
  • The management and information functions of a device become more powerful when ZDM is installed on the device.

Prior to the use of Device Management, a number of requirements need to be met in order for it to be effective

  • Logging in as the owner or administrator must be done after the user has been granted permissions
  • by the Zoom Phone device they have access to, as well as by the device that the user controls

What you need to do in order to access Device Management

  1. The Zoom web portal can be accessed by logging in using your user name and password.
  2. Upon arriving at the Device Management section, you’ll want to click the link on the left-hand side of the page. A summary of some high level metrics pertaining to devices can be found here, such as an overview of the number of devices grouped by Platform OS and appliance vendor, as well as the number of devices that are currently enrolled or assigned to cloud services.
    Note:
  3. The term unassigned refers to the fact that the device is not assigned to a specific room or user at the moment. If you select the chart/metric, you will be able to jump to the list of devices.

There are several ways in which you can utilize the device list:

  1. Please enter your username and password in order to access the Zoom web portal.
  2. Click on the devices tab after navigating to the Device Management section and then clicking on the Devices section.
    Notes:

    • From this page, you have the ability to view and search specific information about your device, including the name of the device, the serial number, and the version of the app. If you have selected the Platform OS, Managed Device type, Zoom device type, or Appliance partner device option, there are filters that allow you to narrow down your view. These filters allow you to see which users have logged in, those who have removed themselves, and which devices have been removed.
    • The device can be managed here as well as the app version can be upgraded, or the devices can be assigned to a user or room based on your preferences.
  3. In order to customize which columns will be displayed on this page, you will need to click on the settings gear located on the right side of the page. Among the options you have are as follows:
    • Platform OS
    • App version
    • Device type
    • Hot Desking (Signed In)
    • Vendor
    • Enrollment
    • Assignment
    • IP address
    • MAC address

Notes:

  • It is only possible for Zoom Phone Appliances to be imported/added at the top of the page at the moment.
  • The top of the page will contain an upgrade option (App, Platform OS) along with a device filter and location directory. In order to narrow down your chosen devices, you can first select your location as well as device filters. You can click on the device name to access information and management features about the device. You can navigate directly to the user or room to which the device is assigned by clicking the Assignment value. The device will display as Unassigned if it has not been assigned to a user or room.

What is Enrollment and how do I use it?

  1. Join Zoom’s web portal by signing in with your username and password.
  2. Select Device Management and then Enrollment from the navigation menu. This is where you can see a breakdown of all your Apple, Windows, and Appliance devices that have been enrolled in the system. Additionally, the system also allows users to enroll Apple and Windows devices here.
    Notes:

    • You should avoid enrolling macOS through manual methods.  The Zoom portal does not allow upgrading macOS enrolled by an individual.

How to use Update Management

  1. Sign in to the Zoom web portal.
  2. Select Device Management from the navigation menu, then click Update Management from the drop-down menu.
    Notes:

    • From this screen, you can take care of your Windows updates as well as set a schedule for them. According to your schedule, once patches have been assigned to your devices, they will be installed outside of active hours. This means that if you need to restart your system in order to install the update, that will be done according to your automatic restart schedule.
    • It is important that you keep your active updates tab on your PC as relevant and clean as possible. Once an update has been assigned and installed to every enrolled device (and no more enrolled devices remain unassigned), the update will be placed into the completed tab.

How to use System Config

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Device Management then System Config.
    Note:

    • This is where you can create WiFi or Ethernet profiles and assign them to the devices you have enrolled in this system. If the desired location was preconfigured prior to arrival, then once the devices had been moved to the desired location, the installation could be more plug and play once the devices were set up.
    •  Clicking on any column heading will sort the page for the user, for instance, to view the name of the profile, Network type, Description, Assigned devices, or Installed status.