Managing Zoom Clients and Devices Explainer

Using settings, third-party management solutions, and Zoom Device Management to control Zoom software clients and associated devices.

Managing Zoom Clients and Devices Overview

Zoom software clients and associated devices integrate to create an immersive video and audio collaboration experience. Software clients such as the Zoom desktop client, mobile app, or Zoom Rooms client are developed by Zoom and operate on managed or personal computers and mobile devices. The associated devices that are described in this document are certified under the Zoom Hardware Certification Program which creates a broad ecosystem of products—built by third-party suppliers— that are certified to work with Zoom services, giving customers more reliable solutions, and providing a seamless communications experience. The Zoom Certified Hardware described in this document includes Zoom Rooms Appliances, Zoom Phone Appliances, and Zoom certified desk phones. This document explains the available settings and management options for Zoom software clients operating on managed and personal devices and for the associated devices listed above.

Many organizations configure and deploy Zoom software clients to their managed computers and mobile devices through configuration management solutions such as Microsoft System Center Configuration Manager (SCCM), Jamf, Microsoft Intune, Blackberry Unified Endpoint Management (UEM), and others. This document provides an overview of the pre-configuration and deployment process for Zoom software clients and links to specific instructions regarding the deployment of Zoom clients for each supported operating system.

In addition to local device settings, Zoom offers a tiered setting structure in the Zoom web portal. The tiered settings structure utilizes a top-down hierarchy that enables your account administrators to change and lock certain settings for all users in your account while still granting individual users and groups the flexibility to customize any unlocked settings. This document explains the specific settings that are available to each type of Zoom client and associated device as well as the tiered setting structure.

Zoom Device Management (ZDM) is a management solution located in the web portal that allows administrators to manage several types of Zoom clients and associated devices in a single interface. This centralized interface can streamline the management of Zoom clients and associated devices and may eliminate additional workflows for IT specialists in your organization. Admins can use ZDM to facilitate certain device OS upgrades, perform Zoom software client upgrades, and manage settings. The enrollment process for each type of Zoom client or associated device will be explained along with their management options.

Defining managed and personal devices, third-party management solutions, and priorities for settings

This section briefly defines the typical differences between managed computers and devices, and personal computers and devices. It also defines third-party management solutions commonly used by IT professionals to manage computers, devices, and applications in their organization, including Zoom software clients. When settings conflict between third-party management solutions and Zoom controls, Zoom will prioritize settings based on criteria also described in this section.

Defining managed devices and personal devices

The following comparison of managed devices and personal devices is defined for this guide and is not comprehensive. Descriptions are based on common industry practices, however, many organizations may deviate from these standards for their own unique purposes.

Managed Devices

Personal Devices

Managed devices are company-owned computers and mobile devices that are distributed to employees and are centrally managed by the organization’s IT staff. Corporate computers are commonly managed by configuration management solutions such as Microsoft System Center Configuration Manager (SCCM), Jamf, and Microsoft Intune. Corporate mobile devices are commonly managed through an organization’s mobile device management (MDM) solution such as Intune, Blackberry Unified Endpoint Management, or others. Software updates, security, restrictions, and hardware/asset management are controlled by the organization’s IT staff.

Personal devices are user-owned smartphones or tablets that are enrolled into an organization's mobile device management (MDM) or mobile application management (MAM) solutions as part of a bring-your-own-device (BYOD) management program. Personal devices are often enrolled in a mobile application management (MAM) solution so that only business-related applications are managed while the owner still operates the device for personal use. Personal devices generally consist of smartphones or tablets but personal laptops can also be managed.

Defining mobile device and application management solutions (MDMs and MAMs)

The Zoom mobile application can be pre-configured and deployed for Android and iOS devices via a mobile device management (MDM) or mobile application management (MAM) solution.

The following definitions of MDMs and MAMs are for this guide and are not comprehensive.

Mobile Device Management (MDM)

Mobile Application Management (MAM)

Commonly used for organizations that own the billing relationships and distribute mobile devices to their employees Can manage a mobile device's full operating system Device-level security such as single sign-on or multi-factor authentication is often provided with an MDM Allows for the onboarding of new employees and the distribution of their devices from anywhere Allows for the locking, shutdown, or wiping of a device in an emergency Provides device/OS/app reporting

Protects and manages only business-related applications and not the entire functionality of a mobile device Can enforce some device-level security if it is required for business-related applications or company policy A good solution for bring-your-own-device (BYOD) work environments where owners will use their own device(s) for work and personal use

Note

Some MDM and MAM solutions require a specific version of the Zoom mobile application to comply with their proprietary security and management functionality.

Zoom has a ranked list of sources to prioritize when settings conflict

Settings can be configured in multiple places, with some only configurable by Zoom or IT admins and others configurable by end users. Administrators must understand which settings take priority over others and how conflicting settings are handled by the Zoom platform.

Zoom Recommendation

Zoom recommends using a single method to control any given setting to help ensure streamlined administration and a single control source. Zoom also recommends testing a configuration fully before deployment, to help ensure it achieves the desired results.

If settings conflict, the Zoom platform will use the following priority:

1. Settings deployed and locked through Zoom Device Management (ZDM).

2. Settings deployed through GPO using the zConfig parameter.

3. Settings deployed through MSI using the zConfig parameter.

4. Settings deployed with the Restrict in-meeting features for users joining meetings setting.

5. Client settings selected by the user.

6. Settings deployed and unlocked through ZDM.

7. Setting deployed through GPO using the zRecommend parameter.

8. Setting deployed through MSI using the zRecommend parameter.

9. Web portal settings that are not locked.

Managing the tiered setting structure and follow-the-user settings in the Zoom web portal

Zoom clients and associated devices can be secured and configured with a wide range of settings in the Zoom web portal. For information on how to configure web portal settings and manage Zoom’s tiered setting hierarchy, which allows you to apply settings to different groups of users in your Zoom account, please refer to the following sections.

Admins can choose if a setting will affect all users in an account, specific groups, or individual users with the tiered setting structure

The tiered settings structure utilizes a top-down hierarchy that enables your account administrators to change and lock certain settings at the account level—affecting all users in the account—while still granting individual users the flexibility to customize any unlocked settings at the user level. Most web portal settings are accessible at account, group, and user levels, but account owners and admins control how settings are configured and which settings are locked for all users and groups in an account.

Group administrators can configure and lock settings for the specific user groups they oversee in the web portal. However, group admins will not be able to change settings for their groups that are locked at the account level, which is a higher tier and overrides group-level and user-level settings. Please refer to our Using tiered settings support article for instructions on how to access and manage account, group, and user-level settings and for information on how Zoom manages conflicting web portal settings.

How to manage account-level settings

Refer to our Changing Account Settings support article for a list of available account-level settings and instructions on how to access and change settings. There are several account-level settings in the web portal that are divided into the following categories.

Account-level settings categories

Meeting tab Security Schedule Meeting In Meeting (Basic) In Meeting (Advanced) Invitation Email Branding Calendar and Contact Email Notifications Admin Options	More Settings Recording tab Audio Conferencing tab Zoom Phone tab Team Chat tab Zoom Apps tab Whiteboard tab Zoom IQ for Sales tab Zoom Events tab

Note

Many settings listed in the Changing Account Settings article have subsequent articles with more detailed descriptions of functionality and prerequisites. If you do not see a setting listed for your account, find the article for that setting to see if your account meets those prerequisites.

Create groups in your Zoom account to manage settings for users that require specific functionality

The Groups section in the web portal admin menu allows you to create specific groups for users that may need to have different settings from the default values that you have set for the account. Groups, their users, and group settings can be managed by account owners, administrators, and appointed group admins.

How to manage groups in the web portal

Please see our Managing user groups and settings support article for a list of available group-level settings and instructions for the following group management tasks.

Managing user groups and settings

Adding a new group Adding group admins Changing group settings Group-level settings available Profile tab Meeting tab Recording tab Zoom Phone tab Audio Conferencing tab Team Chat tab Zoom Apps tab Whiteboard tab	Managing members in a group Add users to a group Remove users from a group Set a user's primary group Managing contact groups Determine how users/groups are shown in the desktop client and mobile app Link groups to the Contacts page Create a contact group Edit a group's privacy settings

Note

Many settings listed in the Managing user groups and settings article have subsequent articles with more detailed descriptions of functionality and prerequisites. If you do not see a setting listed for your account, find the article for that setting to see if your account meets those prerequisites.

Allow users in your Zoom account to configure their own user-level settings

Users can log in to the web portal and control several settings within their personal settings menu to customize and control the overall functionality of their Zoom experience.

Note

If a web portal setting is locked at the account or group levels by a Zoom administrator, the toggle switch for that setting will be grayed out, and users will not be able to change the setting in their personal settings menu. See the tiered settings section of this document for more information on our top-down hierarchy of web portal settings.

How to manage user-level settings

See our Changing user-level settings support article for a list of available user-level settings. There are several user-level settings in the web portal that are divided into the following categories.

Web portal settings categories

Meeting Tab Security Schedule Meeting In Meeting (Basic) In Meeting (Advanced) Calendar and Contacts Email Notifications Other	Recording Tab Audio Conference Tab Collaboration Devices Tab Zoom Apps Tab Whiteboard Tab In-Meeting Whiteboard Out-of-Meeting Whiteboard

Note

Many settings listed in the Changing user-level settings article have subsequent articles with more detailed descriptions of functionality and prerequisites. If you do not see a setting listed for your account, find the article for that setting to see if your account meets those prerequisites.

Contact Zoom Support to enable the administrative controls to restrict certain in-meeting features for users in your account

Zoom provides administrative settings to restrict certain in-meeting features for users, even when they join an external meeting or webinar. These restrictions will follow a user on any Zoom client or associated device in which they are logged in. Contact Zoom Support to have this administrative feature activated.

Several in-meeting features can be managed at the account and group levels with follow-the-user administrative settings

Please refer to our Restrict in-meeting features for users joining meetings support article for a list of available account and group-level features that can be managed, instructions on how to access and restrict features, and information on how these follow-the-user settings are prioritized by Zoom. For more information on account and group-level settings in Zoom’s tiered settings hierarchy, please see the tiered settings description.

Deploying and managing the Zoom desktop client

The Zoom desktop client provides video, phone, and chat communications and several other Zoom services on your Windows, macOS, and Linux computers. This section lists the available settings for the desktop client and provides links to step-by-step instructions for the pre-configuration, deployment, and management of the Zoom desktop client.

Manage Zoom desktop client settings in the client menu

The Zoom desktop client has a range of settings in the client menu to customize and configure your meeting experience. Please refer to our Changing settings in the desktop client and mobile app support article and navigate to the dropdown menus for Windows, macOS, or Linux to see a list of available settings and descriptions. Several settings are available in the article and are divided into the following categories.

Desktop client settings categories

General Settings Video Audio Share Screen Phone Team Chat Zoom Apps	Background & Effects Recording Profile Statistics Feedback Keyboard Shortcuts Accessibility

Additional desktop client configuration resources

Please refer to our menu of Desktop Client Settings articles for additional information on various desktop client functionalities. Articles include, but are not limited to, the following topics:

• Muting your microphone when joining a meeting

• Enabling upcoming meeting reminders

• Using meeting timers

• Changing status to Away when inactive

• Pairing a Zoom Room with the desktop client

• Automatically joining meetings with computer audio

• Changing settings in the Zoom Web App client

• Adjusting the size of chats and captions

• Managing multiple audio channels

• Enabling Start Zoom when I start Windows

• Optimizing video quality with de-noise

Pre-configure and deploy the Windows desktop client using third-party management solutions

Please see the following links for step-by-step instructions regarding the pre-configuration and deployment of the Zoom desktop client for Windows.

Pre-configuring and deploying the Windows desktop client using the MSI Installer

The Zoom desktop client can be installed and configured in bulk for Windows using the MSI installer via a third-party configuration management solution such as SCCM or Intune. Refer to our pre-configuration and mass deployment for Windows documentation for an updated list of available MSI controls and instructions on how to download and deploy the MSI installer for the Windows desktop client.

Deploying the Windows desktop client using Microsoft Intune

Refer to the How to deploy with Intune section of our pre-configuration and mass deployment for Windows support article for deployment instructions using Intune.

Configuring the Windows desktop client with group policy and registry keys

Active Directory admins can configure Zoom settings and features through Group Policy at any time, even if the Zoom client has not been installed yet. These configurations will apply the first time the Zoom client is launched after being deployed using the standard or MSI installer.

By installing the Windows desktop client with an Active Directory Administrative Template or registry keys, administrators can lock certain features and settings upon deployment of the desktop client.

Refer to our documentation on Mass-deploying with Group Policy Objects for available Active Directory administrative templates, an updated list of configuration options, and configuration instructions.

The Zoom VDI Host installer utilizes the same switches as the standard desktop client MSI installer

Zoom provides a software client for video and Zoom Phone communication, specifically designed for organizations utilizing virtual desktop infrastructure (VDI). The Zoom VDI Host Installer, available as a .msi file type, utilizes identical MSI switches as the standard Zoom desktop client MSI installer and can be deployed through standard third-party management tools to a VDI server or virtual desktop. The VDI client does have certain exclusive registry policies.

Pre-configure and deploy the macOS desktop client using third-party management solutions

IT administrators can deploy the Zoom desktop client to macOS computers with preconfigured settings using a .plist file and installing it with the IT Admins Installer for macOS. Settings can be enforced or set as the default, which the end-user can modify after deployment.

Refer to our Mass-deploying with preconfigured settings for macOS documentation for instructions on how to download and install the IT Admin installer for the desktop client, how to create and configure a .plist file, and a list of available Plist key configuration options.

Install and update the desktop client on several Linux distributions

Please refer to our instructions for installing or updating Zoom on Linux via the terminal or graphical interface and to see the listed installation dependencies. The instructions include the following Linux distributions:

• Debian, Ubuntu, or Linux Mint

• openSUSE

• Oracle Linux, CentOS, RedHat, or Fedora

• Arch or Manjaro

As an alternative to third-party management tools, Zoom Device Management can be used to manage Zoom clients and associated devices

The Zoom desktop client for Windows, macOS, and Linux can be enrolled and managed in Zoom Device Management (ZDM). ZDM streamlines workflows by providing a centralized administrative interface to manage Zoom clients and associated devices.

Please see the Zoom Device Management section of this document to learn more about the enrollment process for the Zoom desktop client and available management options in ZDM.

Deploying and managing the Zoom mobile application

The Zoom mobile application brings Zoom video, phone, and chat to your iOS and Android mobile devices. This section explains the available settings for the Zoom mobile application and provides instructions for the pre-configuration, deployment, and management of the Zoom mobile application for iOS and Android mobile devices.

Manage Zoom mobile application settings in the application menu

The Zoom mobile application has a range of settings in the application menu to customize and configure your meeting experience. Please refer to our Changing settings in the desktop client and mobile app support article and navigate to the dropdown menus for iOS or Android to see a list of available settings and their descriptions. Several settings are available in the article and are broken down into the following categories.

Name and Email Address (profile settings) Mail Calendar Whiteboard Meetings Audio Video General Calendar	Contacts Team Chat Unread Messages Phone Accessibility Siri Shortcuts (iOS Only) About

Pre-configure and deploy the Zoom mobile app using a mobile device or application management solution

Please see the following descriptions for links for instructions regarding the pre-configuration and deployment of the Zoom mobile app for iOS and Android mobile devices.

iOS

System administrators can use a mobile device or application management solution to remotely configure and deploy the Zoom mobile app on managed iOS devices.

Refer to our Mass-deploying with preconfigured settings for iOS documentation for a list of available configuration options and instructions for deployment of the Zoom mobile app for iOS.

Android

System administrators can use a mobile device or application management solution to remotely configure and deploy the Zoom mobile app on managed Android devices.

Refer to our Mass-deploying with preconfigured settings for Android documentation for an updated list of available configuration options and instructions for deployment of the Zoom mobile app for Android via AirWatch, G Suite, and Intune.

Some MDM and MAM solutions utilize a specific version of the Zoom mobile application

The following mobile device management (MDM) and mobile application management (MAM) solutions use a proprietary version of the Zoom mobile application.

BlackBerry UEM and the Zoom for Blackberry mobile application

BlackBerry Unified Endpoint Management controls policy and manages devices including computers, smartphones, and tablets, and functions as an MDM or MAM for mobile devices and their applications.

The Zoom for BlackBerry mobile application, tailored for BlackBerry users and the BlackBerry Dynamics secure mobility platform, can be found in the BlackBerry Marketplace for iOS and Android devices. This version of the Zoom mobile app is specifically designed for BlackBerry and can be deployed and managed within BlackBerry UEM. Detailed instructions for application deployment, custom policy guidance, and a comprehensive list of available settings can be found in our Managing the Zoom client with BlackBerry UEM support article.

Microsoft Intune and the Zoom for Intune mobile application

Microsoft Intune is a cloud-based endpoint management solution for computers, smartphones, and tablets, and functions as an MDM and MAM for mobile devices and their applications.

The Zoom for Intune mobile application is designed for deployment and management with Microsoft Intune and is available in the Google Play store for Android devices and the App Store for iOS devices. Refer to our support documentation for instructions for the deployment and management of Zoom for Intune for iOS and Android devices and a list of available configuration options.

Use Zoom Device Management to manage the mobile application with other Zoom clients and associated devices

The Zoom mobile app for iOS and Android can be enrolled and managed in Zoom Device Management (ZDM). ZDM streamlines workflows by providing a centralized administrative interface to manage Zoom clients and associated devices.

Please see the Zoom Device Management section of this document to learn more about the enrollment process for the Zoom mobile application and available management options in ZDM.

Managing Zoom Rooms

Zoom Rooms is known for bringing high-definition video collaboration into meeting rooms, learning spaces, and shared workspaces of any size. Zoom Rooms can be set up with different hardware configurations including Windows and macOS computers running the Zoom Rooms client software and Zoom Rooms Appliances—that are built by third-party suppliers— and have been tested and certified for use with Zoom.

This section explains available Zoom Rooms settings and provides links to instructions for Zoom Rooms management options.

Access and manage Zoom Rooms in the web portal using a location hierarchy

Account owners and users with Zoom Rooms administrative access can navigate to the Zoom Rooms section of the admin menu to view device details, manage settings, and perform application and certain operating system upgrades. Zoom Rooms Appliances and Zoom Rooms-enabled computers can be organized into a location hierarchy that allows admins to manage settings for multiple Zoom Rooms in a specific location.

Accessing the Zoom Rooms menu and searching for devices

1. Sign in to the Zoom web portal as an account owner or admin with access to Zoom Rooms.

2. In the navigation panel, click Room Management, then Zoom Rooms.

Devices can be searched within the Zoom Rooms section of the web portal by PlatformOS, Managed Device Status, Device Types, Partner Devices (sorted by vendor), and device status. You can also create a Zoom Rooms location hierarchy to search for Zoom Rooms by geographic location.

Using Zoom Rooms Location Hierarchy

If your organization includes Zoom Rooms that are spread among various locations, the account owner can establish a hierarchical structure to help manage them more effectively. You can specify a location for a Zoom Room that includes its country, city, campus, building, and floor. The account owner or Zoom Rooms administrator can manage settings for a single Zoom Room, all Zoom Rooms in the organization, or anything in between.

The Using Zoom Rooms location hierarchy support article provides instructions for the following tasks:

• Designing a hierarchical structure

• Inheritance of settings

• Creating a Zoom Rooms hierarchy

Manage device-specific and account-wide settings for your Zoom Rooms software and associated devices

Zoom Rooms settings that affect a single device can be managed in the Zoom Rooms section of the web portal as well as any local settings that are available in Zoom Rooms Appliances. The account-level settings available in the web portal will affect all of the Zoom Rooms in your account.

Zoom Rooms Appliance and hardware settings

Zoom Rooms Appliances usually have local menus or web interface settings to manage software or OS updates and appliance configurations. Please refer to the instruction manuals provided by the appliance manufacturer for more information on these local device settings.

Zoom Rooms web portal settings

Select the Zoom Room you would like to configure from the device list or location hierarchy in the web portal, then select Room Settings.

The Rooms Settings section is categorized using the following tabs.

Several Zoom Rooms settings are listed and divided by the following subcategories in the Room Settings menu.

Rooms Profile Basic Setup Room Location Phone Integration Devices Control System API Device Management Communications Content Storage Location Meeting Zoom Rooms Security Schedule Meeting In Meeting (Basic) In Meeting (Advanced) Recording 3rd Party Audio Conference Whiteboard	Display Alert Client Alert Settings Notification Settings Notification Email Recipients Digital Signage Scheduling Display Zoom Apps Whiteboard

Zoom Rooms account settings

The Account Settings option is at the top of the Zoom Rooms management page. Account Settings contains several Zoom Rooms-specific configurations that will affect all Zoom Rooms in your account.

The Account Settings section is categorized using the following tabs.

Several Zoom Rooms account settings are listed and divided by the following subcategories in the Room Settings menu.

Account Profile Basic Setup Devices Control System API Device Management Communication Content Storage Location Zoom for Home Tagging System Meeting Zoom Rooms Whiteboard Account Meeting Settings	Display Alert Client Alter Settings Notification Settings Notification Email Recipients Digital Signage Scheduling Display Kiosk Zoom Apps Whiteboard

Additional Zoom Rooms administrative resources

Please see the following links for a list of additional Zoom Rooms setup and administrative support articles. Each link has several support articles related to the setup and management of Zoom Rooms.

• Room System Admin Settings

• Settings and Configuration for Zoom Rooms

Access Zoom Rooms service logs and perform software and OS upgrades in the web portal

The Zoom Rooms admin menu allows account owners and Zoom Rooms administrators to perform upgrades to the Zoom Rooms client and also facilitates upgrades to certain appliance, computer, or tablet operating systems. Admins can also access service logs to track changes in the configuration of their Zoom Rooms. See the following descriptions for more information and links to instructions.

Using service logs for Zoom Rooms

Service logs allow administrators to see and describe changes that have been made to a room so that others who are managing the same space can see what has been done. They also keep a record of who made what changes to the room. Service logs can be found by selecting the desired Zoom Room from the device list or location hierarchy and selecting the Service Logs link at the top of the page.

Please see the Using service logs for Zoom Rooms support article for instructions on the following tasks:

• How to use service logs for Zoom Rooms

• Viewing service logs

• Adding service logs

• Editing service logs

• Deleting service logs

Upgrading and downgrading Zoom Rooms software in the web portal

Account admins or owners can remotely upgrade their Zoom Rooms software to the latest version or downgrade them to a previous Zoom Rooms software version by using the Zoom web portal.

Note

Zoom Rooms Controller software can be upgraded manually or by using Zoom Device Management from the web portal. The controller software cannot be downgraded.

Please refer to our Upgrading or downgrading Zoom Rooms documentation for instructions on the following tasks.

• Upgrading Zoom Rooms from the web portal

• Downgrading Zoom Rooms version

• Upgrading the Zoom Rooms Controller app

• Upgrading Zoom Rooms Appliances operating system

• Upgrading directly from the room

• Update from the room controller

• Update from the touchscreen display

• Troubleshoot Zoom Rooms issues

Use Zoom Device Management to manage Zoom Rooms Appliances, Zoom Rooms-enabled computers, and Zoom Rooms Controllers and tablets

Admins can enroll Zoom Rooms Appliances, Zoom Rooms-enabled computers, and Zoom Rooms Controllers and tablets in Zoom Device Management (ZDM) to view device information, manage upgrades to Zoom Rooms clients, and facilitate the upgrade of certain appliance, computer, and controller operating systems. ZDM streamlines management workflows by providing a centralized administrative interface for the management of Zoom clients and associated devices.

Please see the Zoom Device Management section in this document for available management features and enrollment instructions for Zoom Rooms Appliances, computers, and controllers.

Managing Zoom Phone Appliances and Zoom certified desk phones

Zoom Phone Appliances are Zoom certified devices—built by third-party suppliers— that provide Zoom Phone and Zoom Meeting capabilities in a compact desk phone experience. Zoom certified desk phones are SIP phones that are built by third-party suppliers, and supported by Zoom’s cloud-based phone system, Zoom Phone. Settings and management options for Zoom Phone Appliances and Zoom certified desk phones are listed in the following sections.

Zoom Phone application settings and Zoom certified desk phone settings in the web interface

See the following descriptions and links to step-by-step instructions for available web portal settings for the Zoom Phone application and Zoom certified desk phones.

Changing Zoom Phone or Zoom certified desk phone settings as a user

Please refer to our Changing phone settings support article for instructions on how to change settings in the web portal for Zoom Phone numbers and Zoom certified desk phones that have been assigned to you as a user. The support article includes the items listed below:

Change phone settings Site Package Numbers Company Number Emergency Addresses Outbound Caller ID Country Area Code Call Handling Business Hours Membership Call queues Monitoring	Delegation and Assistance Desk Phone Keys and Positions Allow Hotdesking Phone screen lock PIN code Others Voicemail Blocked List Hold Music Audio Prompt Language User Status How to update time zones How to forward to an external number

Changing Zoom Phone or Zoom certified desk phone settings as an administrator

After adding and provisioning a Zoom certified desk phone, admins can change phone settings in the web portal. Refer to our Changing phone or device settings document for instructions on changing the following settings:

Display names Site Assigned To Emergency Address IP Address Device Type Firmware Version	MAC Address Network Switch Provision Template Status Provision Set up as Common Area Phone Remove

Zoom admins can control Zoom Phone policy and account-level settings in the web portal

See the following descriptions for Zoom Phone policy and account settings available in the web portal and instructions on how to access and manage settings.

Changing Zoom Phone policy

Admins can use Zoom Phone policy settings to enable or disable certain Zoom Phone features. Policy settings can be applied to the entire account or specific phone users, common area phones, Zoom Rooms with a Zoom Phone license, or call queues. You can use a template to bulk-apply certain policy settings. Please see our Changing Zoom Phone policy settings document for instructions on the following tasks and a list of available policy settings.

• How to access policy settings

  • Account (using account management)

  • Site

  • Group (using group management)

  • Extension (phone user, common area phone, Zoom Room, or call queue)

• Available policy settings

Changing Zoom Phone company account-level settings

Admins can change account-level settings that apply to all Zoom Phone extensions (phone users, call queues, auto receptionists, and common area phones) in the account. Refer to our Changing Zoom Phone company account-level settings document for instructions and a list of available settings for the following tasks.

• Accessing company info settings

• Accessing Zoom Phone company account settings

• Settings tab

• Policy tab

• Blocked List tab

• Emergency Services tab

Additional Zoom Phone management resources

Please visit the Account and Site Settings for Zoom Phone page for links to additional account and site-level Zoom Phone settings in the Zoom web portal.

Manage Zoom Phone Appliances in Zoom Device Management

Admins can enroll Zoom Phone Appliances in Zoom Device Management (ZDM) to view device information and upgrade Zoom Phone applications and device operating systems. ZDM streamlines management workflows by providing a centralized administrative interface for managing Zoom clients and associated devices.

Please see the Zoom Device Management section in this document for more information and enrollment instructions for Zoom Phone Appliances.

Note

Although a consolidated report of Zoom certified desk phones can be found in the Zoom Device Management device list, management options are not available in ZDM. Zoom certified desk phones can be managed in the Phone System Management section of the admin menu in the web portal.

ZDM - About Zoom Device Management

Zoom Device Management (ZDM) is located in the Zoom web portal and is designed to be a lightweight resource for managing policies, software updates, and certain Zoom Rooms operating system updates for supported Zoom clients and Zoom-enabled devices. ZDM is not required to manage Zoom clients and Zoom-enabled devices but could potentially streamline certain workflows for Zoom administrators.

This section describes the functionality and potential use cases for ZDM and lists the supported clients and devices.

ZDM manages both Zoom software clients and Zoom-enabled devices in a single interface

The overall administrative interface for ZDM contains controls for Zoom-enabled devices and Zoom software client controls. By combining the management of Zoom clients and Zoom-enabled devices, ZDM can act as a single, unified interface for administrative control.

See Device management for Zoom admins to learn more about navigating the ZDM interface and device list.

Contact Zoom Support to have software client management enabled in ZDM for your Zoom account

The functionality to manage Zoom software clients in ZDM is disabled by default. Contact Zoom Support to request that ZDM for clients be enabled if you want to manage supported Zoom software clients in ZDM.

ZDM enforces top-priority administrative settings for several Zoom clients and Zoom-enabled devices on different operating systems

The policies for Zoom clients and Zoom-enabled devices that are enrolled in ZDM within your account are set at the device level; policies will be enforced for any user logged in to the Zoom client or Zoom-enabled device. Settings in ZDM are top priority and cannot be overridden except by a Zoom administrator. See the Priority of Settings section of this document for more information on how Zoom manages conflicting settings. The following Zoom clients and associated devices are supported in ZDM.

• Zoom desktop clients on Windows, macOS, and Linux computers

• Zoom mobile applications on Android and iOS devices

• Zoom Rooms-enabled macOS and Windows computers and their controllers

• Zoom Rooms Certified Appliances and their controllers

• Zoom Phone Appliances

• Zoom VDI Clients

SIP/H.323 video conferencing devices and Zoom VDI plugins cannot be managed in ZDM

SIP/H.323 video conferencing devices utilize Zoom Conference Room Connector (CRC) as a gateway to join Zoom Meetings. Although these devices cannot be enrolled in ZDM, several settings are found in the Room Management section of the Zoom web portal. For more information, see our article on Managing provisioned SIP/H.323 rooms.

The Zoom VDI plugin interacts with the Zoom VDI client to optimize the video collaboration experience for organizations that leverage virtual desktop infrastructure. Zoom VDI plugins include a management application during the installation process that can be configured to update and maintain the plugin on end-user devices. Zoom administrators can configure this process, which is not managed in ZDM. Refer to our Understanding Zoom VDI Plugin Management article for more information.

ZDM does not replace third-party configuration or MDM software for the overall management of devices and applications

ZDM is designed to be a lightweight management solution for Zoom software clients and Zoom-enabled devices. ZDM does not replace configuration or mobile device management platforms such as Jamf, Microsoft SCCM/Configuration Manager, Microsoft Intune, etc., for the overall management of workstations, mobile devices, and other software applications.

ZDM may be advantageous for smaller organizations or groups looking to streamline their administrative workflows for Zoom

Consider using ZDM if any of the following scenarios apply to your organization.

Organizations without third-party configuration management platforms can manage Zoom Rooms and Zoom Phone Appliances in ZDM remotely

Some organizations may not require enterprise-level configuration management solutions like Microsoft Configuration Manager, Microsoft Intune, Jamf, etc. These groups will not be able to enroll and manage Zoom desktop clients and Zoom mobile applications in ZDM. However, Zoom Rooms and Zoom Phone Appliances can still be enrolled and managed remotely in ZDM, reducing the labor of traveling to the location of each Zoom-enabled device.

Zoom Rooms-enabled macOS and Windows computers can be enrolled in ZDM manually, and Zoom Rooms Certified Appliances are automatically enrolled in ZDM during device activation.

Zoom Recommendation

ZDM is an ideal platform for managing Zoom Rooms Certified devices.

Reduce turnaround time by having your Zoom admin team manage policy and software updates of Zoom clients and Zoom-enabled devices

When mass-deploying and configuring Zoom clients via MSI or MSI+GPO, Zoom administrators typically collaborate with IT deployment/packaging teams. This process may introduce delays as deployment teams create new deployment packages and installation parameters for Zoom software and other unrelated applications.

By engaging your packaging team to deploy Zoom desktop clients and Zoom mobile applications and then enrolling them in ZDM, your Zoom admin team can manage policy and version updates independently from other business groups within IT. Some organizations may find this to be a more agile way to manage their Zoom services rather than being subject to the schedule of other IT teams.

Note

Third-party configuration management software is required for the mass deployment of Zoom software clients and for the deployment of the enrollment tokens required to enroll Zoom desktop clients and Zoom mobile applications in ZDM.

Large organizations and enterprises should consider using their existing third-party management software to manage macOS and Windows-based Zoom Rooms

The Zoom Rooms software client can be deployed to macOS and Windows-based computers to operate as Zoom Rooms-enabled devices. ZDM acts as a lightweight management solution for these clients. However, for more robust control and policy options it is recommended that larger organizations deploy and manage their macOS and Windows-based Zoom Rooms clients through their existing management configuration platforms.

Warning

Windows and macOS-based Zoom Rooms clients cannot be managed in third-party configuration management software and ZDM simultaneously.

ZDM - Enrollment and management processes

This section describes the various enrollment processes for each supported Zoom software client and Zoom-enabled device, as well as the available settings once those Zoom clients and devices are enrolled in ZDM.

ZDM enrollment tokens are deployed from your configuration management software to enroll and manage Zoom desktop clients and mobile clients in ZDM

Zoom desktop and mobile clients must be enrolled in ZDM to manage settings and update software in the ZDM interface. Your Zoom admins must create device groups within the ZDM interface to list and manage settings for Zoom clients and Zoom-enabled devices. An enrollment token is generated for each device group. These tokens should be distributed to the computers and mobile devices that the Zoom desktop and mobile clients are running on via your third-party configuration management software.

Please see our ZDM for Zoom desktop and mobile apps support article for instructions on the enrollment process and deployment examples for each supported operating system.

Once enrolled in ZDM, several settings can be configured for the Zoom desktop client, Zoom mobile application, and VDI-specific settings

After device groups have been established and your Zoom desktop and mobile clients have been enrolled, admins can begin managing the available settings in ZDM. These settings typically correlate to the policies available through MSI (Windows), GPO (Windows, macOS, Linux), Plist (macOS), and MDM deployment for Android and iOS.

See our Changing group settings for managed Zoom Clients support article for a list of all available settings in ZDM

Note

Any existing MSI/GPO/PLIST/MDM policies already deployed will not be affected by the ZDM enrollment, but policy changes through ZDM will supersede those applied through manual packaging and deployment.

Enroll Zoom Rooms Appliances, Zoom Rooms computers, and Zoom Rooms controllers in ZDM to manage software and OS updates

Windows and macOS computers that are running the Zoom Rooms client can be enrolled in ZDM along with Zoom Rooms Appliances, Zoom Rooms Controllers, and iPads operating as Zoom Rooms Controllers. See the following descriptions for links to step-by-step enrollment instructions, as well as available management features.

Enrolling macOS computers running the Zoom Rooms software client in ZDM

Refer to our Using ZDM with macOS devices support article for instructions on enrolling macOS computers running Zoom Rooms in ZDM. The article includes prerequisites and instructions for the following items:

• Prerequisites for using ZDM with Mac devices

• Complete ZDM pre-enrollment for Mac devices

• Complete ZDM enrollment for Mac devices

  • Individual enrollment

  • Automated Enrollment with Apple Business Manager(ABM) / Apple School Manager (ASM)

Enrolling Windows computers running the Zoom Rooms software client in ZDM

Refer to our Using ZDM with Windows devices support article for instructions on enrolling Windows computers running Zoom Rooms in ZDM. The article includes prerequisites and instructions for the following items:

• Prerequisites for using ZDM with Windows devices

• Enrolling version 1703 or later Windows devices

• Enrolling version 1607 Windows devices

• Enroll with a provisioning package

  • Option A: Integrate the provisioning package into the system installation image file

  • Option B: Manually install the provisioning package file

  • Complete the installation for options A or B

Enrolling iPads operating as Zoom Rooms controllers in ZDM

Apple iPads can be utilized as controllers for Zoom Rooms. Please see our Using ZDM with iPads support article for instructions on enrolling iPads in ZDM. The article includes prerequisites and instructions for the following items:

• Prerequisites for using iPads with ZDM

• Prepare iPads for ZDM enrollment

  • Required iPad settings

  • MDM certification

• Enrolling iPads in ZDM

  • Individual enrollment

  • Batch enrollment with Apple Business Manager (ABM)

• Assigning an enrolled iPad to a Zoom Room from ZDM

Enrolling Zoom Rooms Appliances in ZDM

Zoom Rooms Appliances do not require pre-enrollment or enrollment. These devices are ZDM-supported out of the box and automatically enroll in ZDM during the initial activation process.

Available management and upgrade options for Zoom Rooms Appliances, Zoom Rooms computers, and controllers enrolled in ZDM

Once enrolled, Zoom Rooms software clients, certain appliance OS, and certain computer OS upgrades can be done remotely in the ZDM interface. Refer to our Remotely upgrading Zoom Room devices with ZDM support article for instructions, prerequisites, and limitations on these upgrade processes. Automatic updates can also be enabled for certain appliance OS and computer OS upgrades.

Note

Windows operating system upgrades are managed through a different process. Please see Managing Windows system updates with ZDM.

Available update options in ZDM

• Zoom Rooms client upgrade/downgrade (Windows, macOS, Zoom Rooms Appliances)

• Zoom Rooms Controller application (iOS and Android, upgrade only)

• Zoom Rooms Controller OS (iOS and Android)

• Zoom Rooms-enabled computer OS (macOS only)

• Zoom Rooms Appliance OS

Managing Windows system updates with ZDM

Windows computers running the Zoom Rooms client and enrolled in ZDM can be assigned Microsoft updates via the ZDM interface. Admins can create an update schedule that will automatically install Microsoft updates on enrolled devices, and updates can be configured so that only certain devices and/or update packages are included when the update time arrives.

Please see our Managing Windows system updates with ZDM support article for instructions on the following tasks:

• Prerequisites for managing Windows system updates with ZDM

• How to view update details

• How to assign or ignore updates

• Configuring an update schedule

Enroll Zoom Phone Appliances in ZDM to manage software and OS updates

Zoom Phone Appliances are manually enrolled in ZDM to upgrade the Zoom Phone Appliance application and the platform operating system. Refer to our Zoom Phone Appliance admin guide for instructions on enrolling Zoom Phone Appliances in ZDM.

Certain device management settings can be changed at the account level for Zoom Phone Appliances and Zoom Rooms

Admins can change and lock some account-level device management settings that apply to all Zoom Phone Appliances, Zoom Rooms-enabled computers, and Zoom Rooms Appliances in an account. The Changing Device Management account settings support article provides instructions and lists available settings.

• Prerequisites for changing Device Management account settings

• Accessing and changing Device Management account settings

  • General device management settings

  • Zoom Phone Appliance settings

• Accessing and changing a specific device’s settings