Setting up firmware update rules In Zoom App

This post was most recently updated on July 23rd, 2022

The latest firmware version is automatically updated on provisioned Yealink and Poly devices. The firmware version that can be installed on devices can be set by you if you don’t want them to be automatically upgraded. With this option you can keep up to 2 versions of firmware behind the most up-to-date firmware version for specific versions of your devices.

Note:

We recommend that you review our firmware update guidelines before making any changes to the firmware update rules.

Prerequisites

  • There are three types of accounts: Pro, Business, and Education
  • The account owner or administrator has the following rights:
  • License for Zoom Phone

Regulations for firmware updates – limitations

  • In order to be able to keep your software up to date, you will need to add a firmware update rule that allows you to stay two firmware versions behind the latest version of the software. The web portal will show you a warning message if you have a rule set 3 or more versions behind its latest version and you need to update it as soon as possible.
  • Unfortunately, not every Poly or Yealink device supports firmware update rules. It is possible that when you are adding a rule, you will not be able to add a certain device.

How to view firmware provisioned for devices

In order to view the firmware version of provisioned devices, you need to view the list of desk phones / ATAs, specific ATAs, or common area phones. All of these are in the list of desk phones / ATAs (unassigned or assigned). When a device cannot be provisioned or does not support sharing of firmware version, dashes are displayed.

The firmware version can be added as a column by clicking on the gear icon at the top of the device list and then selecting Firmware Version. A toggle button is available here to enable or disable this column.

How to access the firmware update rules setting

In case of multiple sites, firmware update rules can be accessed at account level or site level.

Site

  1. Log into Zoom.
  2. Next, click Company Info from the navigation menu.
  3. Locate the website you wish to edit from the list.
  4. Under Firmware Update Rules, click Manage.

Account

  1. Log on to the Zoom website by following the instructions below.
  2. Select Phone System Management from the navigation menu and then select Company Info from the drop-down list.
  3. Click on the Account Settings button.
  4. Then click on Manage under Firmware Update Rules, and you’ll see the settings for managing the Firmware Update Rules.

How to add or edit a firmware update rule

  1. At the site or account level, you can access the firmware update rules.
  2. Add or edit rules by clicking Add Rule or Edit Rule.
  3. Choose the device type, device model, firmware version, and device model from the drop-down menus. A firmware version can be selected that is up to two versions behind the latest firmware version compatible with the model of the device you are selecting. You can choose the latest firmware version accessible in the firmware list by clicking Current Version.
  4. Then click Save.
    This will prompt you to select the time for updating the firmware.
  5. To update the firmware, choose from these options:
    • Immediately restart the devices: When the devices are idle (not on a call), restart them. Doing so prevents interruptions of calls.
    • After every resynchronization or auto pulling, restart the devices.
  6. Click Confirm after you have read and accepted the terms and conditions.
    As soon as the Zoom Phone devices within the selected site or account are rebooted, the firmware will be downgraded.

How to delete a firmware update rule

  1. At the site or account level, you can access the firmware update rules setting.
  2. In the list of firmware update rules, you can click Delete next to the one you wish to remove.
  3. In the confirmation box, click I have read and accepted the terms and conditions.
    As soon as the selected Zoom Phone models and types are matched to the site or account on which they are found, all Zoom Phone devices in the account or site will start automatically rebooting in order to upgrade to the latest firmware version.