Prior to a Zoom installation, it is highly recommended that you walk through this checklist with your internal IT team and Evolphin support representative.
| Target Role | Description |
| IT | Customer IT or system administrators who manage infrastructure for the business unit and don’t need to have an in-depth knowledge of Evolphin Zoom besides the overall architecture |
| Zoom Admin | Customer media managers, workflow specialists who manage the day to day media workflows, post-production for their end-users at the business unit. They are intimate with Evolphin Zoom administration but don’t necessarily understand the infrastructure needed to run servers |
| Evolphin Sales | Evolphin sales representative who is your primary liaison for commercial licenses |
| Evolphin Support | Evolphin support staff that assists with issues in the Zoom deployment |
Base Zoom System
| Action | Notes | Target Role | Required | Done? |
| Install & network Hardware/VM server for Zoom DB/DAM/MAM service | Review hardware recommendations for standard workloads or ask Evolphin support team for recommendations | IT | Yes | |
| Install & network Hardware/VM server for Zoom Preview service | Review hardware recommendations for standard workloads or ask Evolphin support team for recommendations | IT | Yes | |
| Provision & mount storage for Zoom database | Using a NAS/SAN-based shared storage? – Determine security/permissions for mount points as well as persistent fail-fast mounts – Review performance tuning parameters for storage – Mount storage on the Zoom servers. Consider using chattr +i /mountpoint to prevent write operations to the server’s storage if the mount fails – Keep separate drives/disks for Zoom database transaction journal and asset folders for optimal performance |
IT | Yes | |
| Provision storage for Zoom Preview server cache | Typically local storage can be networked also | IT | Yes | |
| Configure TCP network ports & firewalls | Evolphin typically uses ports: 7770, 7780 on desktop and ports: 8880, 8443, 8873 on the server. Are there any conflicts? Do firewall ports on the server or client need to be opened?
Review TCP port list |
IT | Yes | |
| SSL/TLS secure access with commercial-grade certificates* | For external access, SSL/TLS is recommended. Do not use self-signed certificates, please procure commercial-grade signed certificates before setting up SSL.
Please review SSL for core Zoom and for web access |
IT | Optional | |
| Identify any Virus Scanner in use to rule out any interference with Evolphin Zoom | Review if virus scanners will block any Zoom TCP ports | IT | Yes | |
| Setup NAT for extranet access by external web or desktop users* | NAT & Port Forwarding Setup for External Access to Zoom Services | IT | Optional | |
| Setup remote access for Evolphin support | Ensure TeamViewer is set up with “always-on, unattended mode” for Evolphin support team | IT | Yes | |
| Ensure Evolphin Support Portal access | Please get access to http://support.evolphin.com/ from Evolphin Sales in order to get support, download links, and to follow up on tickets. | IT, Zoom Admins, Evolphin Support | Yes | |
| Send MAC address to Evolphin support team for production licenses | Please send via the support portal the Ethernet MAC address of the Zoom MAM/DAM Server machine to get your permanent Zoom license key. Here is how to find your MAC address: https://www.wikihow.com/Find-the-MAC-Address-of-Your-Computer | IT, Evolphin Support, Evolphin Sales | Yes | |
| Provision for a Zoom Test/Dev or a Sandbox server environment | For larger deployments, it is strongly recommended to have a sandbox to test various Zoom configurations prior to deployment | IT | Optional | |
| Install EZ Updater to download Zoom server & client software | http://support.evolphin.com/Knowledgebase/Article/View/242/60/how-to-download-zoom (requires login to support portal) | IT, Zoom Admins | Yes | |
| Install Zoom server on Windows Server OS | Installing Zoom Server on a Windows-based environment | IT, Zoom Admins | Yes | |
| Install Zoom server on Linux OS | Installing Zoom Server on a Linux-based environment | IT, Zoom Admins | Yes | |
| Set up SMTP access for Email Integration | If using Zoom Web Collections this is a required step to get alerts and invite collaborators. SMTP settings are needed to set up SMTP in Zoom after Zoom is installed. | IT, Zoom Admins | Yes, if using Collections, Hot Folder, Data Migration, or Curator | |
| Integrate AD or LDAP for user authentication | Set up AD/LDAP as it will be needed later to Configure AD/LDAP settings in Zoom | IT, Zoom Admins | Optional | |
| Configure default client settings to send from Zoom server | Configure properties on the Zoom Server so Zoom Clients can pull these | Zoom Admins | Optional | |
| Configure Zoom Curator service | For indexing metadata please ensure Zoom Curator service is setup | IT | Yes | |
| Install Zoom desktop client app & plugins | Using the EZ Updater install the Zoom Client app on each workstation | IT, Zoom Admins | Yes | |
| Review media file type preview support in Zoom | Supported File Formats, Codecs & Preview File Types | Zoom Admins | Optional | |
| Install Quartz for MacOS X workstations for generating thumbnails of PDF files in the Asset Browser | Quartz is needed to generate PDF thumbnails in Zoom on a Mac | IT, Zoom Admins | Yes | |
| Update or downgrade creative apps supported by Evolphin to ensure plugins work correctly | Check Adobe apps version compatibility here. | IT, Zoom Admins | Yes | |
| Create project vaults in Zoom Repository | Zoom Project Vault & Repository Schema Setup Best Practices | Zoom Admins | Yes | |
| Figure out roles to be created for controlling access in Zoom | Managing Users, Roles & Permissions (Zoom 6.0 and below) | Zoom Admins | Yes |
VideoLX
After the base system has been set up, the VideoLX module can be installed and configured for either ingest & transcode or only transcode with VideoFX ingest service.
| Action | Notes | Target Role | Required | Done |
| Review permissions for shared storage | Permissions model | IT | Yes | |
| Install & network Hardware/VM Windows (if ingesting RED camera cards) or Linux based server for Evolphin Transcode service | Review hardware recommendations for standard workloads or ask Evolphin support team for recommendations | IT | Yes | |
| Setup location for ingest | Create in Server Zoom Properties location for this VideoLX instance | IT | Yes | |
| Setup VideoLX module | In Zoom Server Web Management Console enable the VideoLX module | Zoom Admins | Yes | |
| Configure Transcoding Rules | In Zoom Server Web Management Console tune the ingest rules | Zoom Admins | Yes | |
| Review the Low-Res converter | In Zoom Server Web Management Console select a low res converter | Zoom Admins | Yes | |
| Ensure video data exchange metadata is valid | In VideoLX ingest panel check metadata mapping, ensure metadata schema has the various groups such as ZPIG, NVPR, LRVD present | Zoom Admins | Yes | |
| Setup access to a SQL database | Provision a SQL DB such as Microsoft SQL Server, MySQL or use an existing SQL Server instance | Zoom Admins | Yes | |
| Install Evolphin Transcode service | setup transcoder | IT, Zoom Admins | Yes | |
| Register Transcoder with the Zoom MAM server | register transcoder | Zoom Admins | Yes | |
| Update mount point for high-res files | https://staging.evolphin.com/help/docs/video-lx/getting-started-with-zoom-videolx-3-0/#set-up-a-shared-network-location | IT | Yes | |
| Mount the high-res folder | Ensure the Third Party Mount-point (TPM) folder above is mounted on the edit stations and Transcode server with write permissions | IT | Yes | |
| Relocate transcoder’s temporary files folder | Local by default. Move to a different location if storage space becomes an issue (usually due to a large number of simultaneous transcoding jobs) https://staging.evolphin.com/help/docs/video-fx/relocation-of-client-side-data-zm/ | IT | No | |
| RED Camera Support | If you need to ingest high-res RED files please check https://staging.evolphin.com/help/docs/video-lx/red-camera-support-in-zoom | IT | Yes |
VideoLX Client Workstation Pre-Deployment Checklist
| Action | Notes | Target Role | Required | Done |
| Set user location | In Z -> Settings -> Server WC configure the user to VideoLX server’s location | IT | Yes | |
| Sync zoom.properties | Update and do not forget to sync the zoom properties file from Zoom MAM server to client settings folder | IT | Yes | |
| Correct creative app versions | Ensure supported creative app versions (Adobe CC, Cinema4D, Sketch App) are installed on each edit station | Zoom Admins | Yes | |
| Basic client validation | Login with the user’s credentials on Zoom Asset Browser and test check-in, out and a preview of the video, PSD, AI/EPS, etc | Zoom Admins | Yes | |
| Validate your VideoLX setup | Follow this article to do your first high-res ingest: VideoLX in action. Check that the user can ingest both hires and direct assets via their user-specific default checkout folder | IT, Zoom Admins | Yes | |
| Save default metadata template on client | Ensure default metadata presets are setup in check-in panel for silent export/sync/check-in to work in creative app plugins | Zoom Admins | Yes |
Validate Adobe CC plugin (Premiere, After Effects, etc)
| Action | Notes | Target Role | Required | Done |
| Search Panel | Ensure the search panel shows your configured filter drop-down menus | Zoom Admins | Yes | |
| Panel preferences | Extract links & layer is ON for each app: PS, AEP, Premiere Pro | Zoom Admins | Yes | |
| Direct Asset workflow | Search for a direct asset such as a PSD or PNG and checkout from the panel. Post-checkout confirm cloud icon no longer shows up in the search panel to allow drag-n-drop of direct asset | Zoom Admins | Yes | |
| Validate default checkout location | Validate default checkout location works for each of these apps and user is not prompted from these apps for a checkout folder | Zoom Admins | Yes | |
| High-res workflow | Search for a high-res asset such as a MOV video and confirm cloud icon does not show up in the search panel to allow the drag-n-drop of an external high-res asset. After dropping links in AE, INDD, AI, PSD or PRPRO validate link extraction in Links panel by checking link count matches up in the panel and after check-in in the Asset Browser panels for links and/or layers | Zoom Admins | Yes | |
| New Project categories & template | Setup the new project template in Web Management Console | Zoom Admins | Yes | |
| New Project flow | Create a new project (Adobe Premier, PS, etc), check-in with links, and validate links show up in Asset Browser links panel for project file checked in | Zoom Admins | Yes | |
| Validate high-res ingest with VideoLX setup | Check-in footage that should be recognized as high-res and confirm it gets placed on the Third Party Mountpoint (TPM) and that a proxy is generated | IT, Zoom Admins | Yes | |
| Proxy Switching | Test proxy switching between high-res/mid-res/low-res. Low-res will require a checkout of the asset first for PrPro or AE only | Zoom Admins | Yes | |
| Adobe Premiere Export Presets | Populate the Adobe Premiere Export Presets in Web Management Console | Zoom Admins | Yes |
VideoFX
After the base system has been set up, the VideoFX module can be installed and configured.
VideoFX Server Side Pre-Deployment Checklist
| Action | Notes | Target Role | Required | Done |
| Review permissions for shared storage | Permissions model | IT | Yes | |
| Review system requirements before starting | https://staging.evolphin.com/help/docs/video-fx/getting-started-with-zoom-videofx-2-0/ | IT | Yes | |
| Review location of Ingest Service | Typically hosted on the Zoom Preview Server | IT | Yes | |
| Provision USAN & PSAN | shared storage | IT | Yes | |
| Mount PSAN on all servers | Setup persistent fail-fast mount points on all Linux & Windows servers used for VideoFX. Ensure chattr +i /mountpoint has been performed on all Linux mount points before mounting | IT | Yes | |
| Mount USAN on Ingest Server | Setup persistent fail-fast USAN mount points on Ingest server. Ensure chattr +i /mountpoint has been performed on all Linux mount points before mounting | IT | Yes | |
| Setup location for ingest | Create in Server Zoom Properties location for this VideoFX instance | IT | Yes | |
| Configure the VideoFX | Complete VideoFX setup | IT, Zoom Admins | Yes | |
| Setup Archive Module | After Validating the VideoFX configuration finalize your Archive configuration | IT | Yes | |
| Windows ACL – POSIX permissions issue | On some SAN the Windows ACL may not translate to POSIX permissions correctly, set the setuid bits on executables bundled in the installer if needed | IT | Yes |
VideoFX Client Workstation Pre-Deployment Checklist
| Action | Notes | Target Role | Required | Done |
| Set user location | In Z -> Settings -> Server WC configure the user to VideoFX server’s location | IT | Yes | |
| Sync zoom.properties | Update and do not forget to sync the zoom properties file from Zoom MAM server to client settings folder | IT | Yes | |
| USAN permissions | Setup USAN permissions to ensure “rw” access to “evolphin” or equivalent group on Ingest Service | IT | Yes | |
| USAN workspace setup | Ensure default checkout folder on USAN exists with correct permissions & is updated in Z -> Settings -> Server/WC Settings for each user preferably by syncing the server properties from Zoom MAM server. After client sync, confirm the settings in $HOME/.zm/settings/serverwc/serverwc-settings.xml | IT | Yes | |
| Correct creative app versions | Ensure supported creative app versions (Adobe CC, Cinema4D, Sketch App) are installed on each edit station | Zoom Admins | Yes | |
| Basic client validation | Login with the user’s credentials on Zoom Asset Browser and test check-in, out and a preview of the video, PSD, AI/EPS, etc | Zoom Admins | Yes | |
| Validate your VideoFX setup | Follow this article to do your first high-res ingest: VideoFX in action. Check that the user can ingest both hires and direct assets via their user-specific default checkout folder | IT, Zoom Admins | Yes | |
| Save default metadata template on client | Ensure default metadata presets are setup in check-in panel for silent export/sync/check-in to work in creative app plugins | Zoom Admins | Yes |
Validate Adobe CC plugin (Premiere, After Effects, etc)
| Action | Notes | Target Role | Required | Done |
| Search Panel | Ensure the search panel shows your configured filter drop-down menus | Zoom Admins | Yes | |
| Panel preferences | Extract links & layer is ON for each app: PS, AEP, Premiere Pro | Zoom Admins | Yes | |
| Direct Asset workflow | Search for a direct asset such as a PSD or PNG and checkout from the panel. Post-checkout confirm cloud icon no longer shows up in the search panel to allow drag-n-drop of direct asset | Zoom Admins | Yes | |
| Validate default checkout location | Validate default checkout location works for each of these apps and user is not prompted from these apps for a checkout folder | Zoom Admins | Yes | |
| High-res workflow | Search for a high-res asset such as a MOV video and confirm cloud icon does not show up in the search panel to allow drag-n-drop of an external high-res asset. After dropping links in AE, INDD, AI, PSD or PRPRO validate link extraction in Links panel by checking link count matches up in the panel and after check-in in the Asset Browser panels for links and/or layers | Zoom Admins | Yes | |
| New Project categories & template | Setup the new project template in the Web Management Console | Zoom Admins | Yes | |
| New Project flow | Create a new project (Adobe Premier, PS, etc), check-in with links, and validate links show up in Asset Browser links panel for project file checked in | Zoom Admins | Yes | |
| Proxy Switching | Test proxy switching between high-res/mid-res/low-res. Low-res will require a checkout of the asset first for PrPro or AE only | Zoom Admins | Yes | |
| Adobe Premiere Export Presets | Populate the Adobe Premiere Export Presets in Web Management Console | Zoom Admins | Yes |