User's Guide
EZ Unified Device Manager Pro
Provided by Event Zero






The information contained in this document represents the current view of Event Zero on the software discussed as of the date of publication and is subject to change at any time without notice to you. This document and its contents are provided AS IS without warranty of any kind, and should not be interpreted as an offer or commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented. EVENT ZERO MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT.
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EZ UDM Pro is the visual configuration and management component of the infrastructure. The provisioning bridge resides locally on your network, close to the phone devices that EZ UDM Pro manages. Provisioning bridges put the software images and resource files on your local network instead of at the application's local storage, dramatically speeding up the provisioning of your phone devices.

EZ UDM Pro is cloud-based or on-premises, and provisioning bridges will always be on-premises. Load balancers – hardware or software-based – are used to ensure end-to-end encryption of the communications path, high availability, and to distribute the content consistently to all bridges.

The following sections of this guide provide information and detail on how to use the application. Installation information is contained in the Installation Guide. Need link and location for the Installation Guide.

Overview Page

The Overview page reveals a quick look at your infrastructure and devices. From here, you can view:

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The Overview selection, when clicked, takes you to the main dialog page, described in Overview Page.

Tags

Tags represent a powerful feature in are the core of EZ UDM Pro. The concept of tags is both simple but allows powerful manipulation of the application of XML to phones. Tags can be applied set of models, locations, etc., and potentially difficult, to understand. The reasoning for this seeming contradiction is this:
Tags are simple to understand if you are using just a tag or two to collect like items in hierarchy for ease of management.
Tags become a more complex subject when you start using tags to modify the applied set of features, software, locations, etc., depending on what tags are applied, where they are applied, and how one tag affects another.
Before we get into the actual application of tags, we need to discuss the logic behind the tags.

Concepts of Tags

In applications and in computing in general, everything is comprised of data. Data could be described as attributes with values applied. It might seem simplistic, but at a high level, you could describe a column or row in a database this way. And, you could describe the operation of a processor using assembly language, machine language (the binary, not the technology), or any language much the same way. Remember, this is high level and probably doesn't hold up well once you get into the implementation details. Regardless, it will work for this discussion of tag concepts.

Tags Modify Behavior

(I'll fill this in with some example that doesn't offend AD and GPO critics or noobs... It was met with such a warm reception.  Something that tends to introduce how tags do what they do. Maybe I'll use legos, or cars, or perhaps Russian stacking dolls.)the level of granularity and the flexibility of the application of tags mean that most requirements can be achieved.

Concepts of Tags

Tags are generated for each item within EZ UDM Pro's 4 main object types:

• Device Set
• Locations
• Bridges
• Model

Tag Application and Precedence

Tags are created and configured on the Tags main page. Tags can be created for four (4) types of objects:

• Device Set
• Locations –
• Bridges –
• Device Set –
• Model –
• Model

By default a special Device Tag called All Devices is created and cannot be removed. It has the lowest precedence and all other tags can override the values set in this tag.

There are two default Tag types that cannot be modified, deleted, or created.

• Approved Devices – This tag is a global tag.
• Unapproved Devices – This tag is a Global tag.

(Lots more on Tags to come… Adding Tags looks to be misbehaving at the moment. New note: Nope - I'm just not in tune with the fact that we just now create a tag for nearly anything and everything, making tags an automatic, and not really controllable, enforcement.)

Device Profiles

In Device Profiles, you create new device profiles and manage existing ones. Each Device profiles are Profiles is a collection of attributes that will apply 1 or more XML attributes that can then be applied to a Tag. There are two different types of device profiles Polycom Pre-Installed Defaults and User Created. When you install EZ UDM Pro you will have the Polycom Pre-Installed Defaults available to use either to use with their default values or to modify these with your own settings.

to the devices that this profile is a member of. Assigning a tag to the device profile associates the device profile with a defined set of devices.
For example, you have a location in France that requires that the French flag is displayed. A resource file for an image of the French flag is available in Resources. You configure the device profile to use the image file and apply it to all phones that meet the criteria. The criteria, in this case, is that the devices are part of a tag group France Office. Adding the XML attributes to use the image file and apply it to the device, plus using the tag France Office applies the French flag as the image displayed on the devices in the France Office.
Note! For assigning a device profile to a tag, see the section Tags. The device profile must exist prior to assigning it to a given tag.

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1. On the sidebar, click Software
2. On the right side of the Software page, click Add
3. On the Upload Software dialog, you have a couple options to upload the software package to EZ UDM Pro
   1. From your computer in a file browser, select the software package to upload, drag and drop it into the dropzone
   2. Click in the dropzone area, and from the resulting file explorer, select the package that you want to upload, then click Open
4. Note that there is a progress bar indicating that the file is uploading. When the file is uploaded, a notification is displayed at the bottom of the page indicating All files uploaded. Click Dismiss on the notification
5. If you have more software to upload, repeat Steps 3 and 4. If you are done adding software, click Software in the sidebar and confirm that the software is either in the Processing or Processed state.

Note! If there was a problem in processing, the status of the software will be Error. See the Appendix for information and steps to resolve the Error statusAdd FAQ or TS steps/article for Error status in Processing/Processed.

1. The software is ready to use when the status is Processed

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A function of good management is to delete items that you no longer need. When the last device that is using a given software and is upgraded to a newer or different software the software can be safely deleted.
Note! Deleting software that is in use by devices deletes all references and the source files for the software from EZ UDM Pro. Devices will continue to operate normally. However, you cannot deploy the deleted version of software to other devices without uploading the package into EZ UDM Pro. Due to all references to the software being removed, the software deployed to devices that was deleted
To delete a software package, do the following:

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