Pre-Deployment Checklist

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 RoleDescription
ITCustomer 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 AdminCustomer 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 SalesEvolphin sales representative who is your primary liaison for commercial licenses
Evolphin SupportEvolphin 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

Review storage management

– 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
Review any web proxies that could interfere with Evolphin port access

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.

ActionNotesTarget RoleRequiredDone
Review permissions for shared storagePermissions model ITYes
Install & network Hardware/VM Windows (if ingesting RED camera cards) or Linux based server for Evolphin Transcode serviceReview hardware recommendations for standard workloads or ask Evolphin support team for recommendationsITYes
Setup location for ingestCreate in Server Zoom Properties location for this VideoLX instanceITYes
Setup VideoLX moduleIn Zoom Server Web Management Console enable the VideoLX moduleZoom AdminsYes
Configure Transcoding RulesIn Zoom Server Web Management Console tune the ingest rulesZoom AdminsYes
Review the Low-Res converterIn Zoom Server Web Management Console select a low res converterZoom AdminsYes
Ensure video data exchange metadata is validIn VideoLX ingest panel check metadata mapping, ensure metadata schema has the various groups such as ZPIG, NVPR, LRVD presentZoom AdminsYes
Setup access to a SQL database Provision a SQL DB such as Microsoft SQL Server, MySQL or use an existing SQL Server instanceZoom AdminsYes
Install Evolphin Transcode servicesetup transcoderIT, Zoom AdminsYes
Register Transcoder with the Zoom MAM serverregister transcoderZoom AdminsYes
Update mount point for high-res fileshttps://help.evolphin.com/docs/video-lx/getting-started-with-zoom-videolx-3-0/#set-up-a-shared-network-locationITYes
Mount the high-res folderEnsure the Third Party Mount-point (TPM) folder above is mounted on the edit stations and Transcode server with write permissionsITYes
Relocate transcoder’s temporary files folderLocal by default. Move to a different location if storage space becomes an issue (usually due to a large number of simultaneous transcoding jobs) https://help.evolphin.com/docs/video-fx/relocation-of-client-side-data-zm/ITNo
RED Camera SupportIf you need to ingest high-res RED files please check https://help.evolphin.com/docs/video-lx/red-camera-support-in-zoomITYes

VideoLX Client Workstation Pre-Deployment Checklist

ActionNotesTarget RoleRequiredDone
Set user locationIn Z -> Settings -> Server WC configure the user to VideoLX server’s locationITYes
Sync zoom.propertiesUpdate and do not forget to sync the zoom properties file from Zoom MAM server to client settings folderITYes
Correct creative app versionsEnsure supported creative app versions (Adobe CC, Cinema4D, Sketch App) are installed on each edit stationZoom AdminsYes
Basic client validationLogin with the user’s credentials on Zoom Asset Browser and test check-in, out and a preview of the video, PSD, AI/EPS, etcZoom AdminsYes
Validate your VideoLX setupFollow 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 folderIT, Zoom AdminsYes
Save default metadata template on clientEnsure default metadata presets are setup in check-in panel for silent export/sync/check-in to work in creative app pluginsZoom AdminsYes

Validate Adobe CC plugin (Premiere, After Effects, etc)

ActionNotesTarget RoleRequiredDone
Search PanelEnsure the search panel shows your configured filter drop-down menusZoom AdminsYes
Panel preferencesExtract links & layer is ON for each app: PS, AEP, Premiere ProZoom AdminsYes
Direct Asset workflowSearch 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 assetZoom AdminsYes
Validate default checkout locationValidate default checkout location works for each of these apps and user is not prompted from these apps for a checkout folderZoom AdminsYes
High-res workflowSearch 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 layersZoom AdminsYes
New Project categories & templateSetup the new project template in Web Management ConsoleZoom AdminsYes
New Project flowCreate 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 inZoom AdminsYes
Validate high-res ingest with VideoLX setupCheck-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 generatedIT, Zoom AdminsYes
Proxy SwitchingTest proxy switching between high-res/mid-res/low-res. Low-res will require a checkout of the asset first for PrPro or AE onlyZoom AdminsYes
Adobe Premiere Export PresetsPopulate the Adobe Premiere Export Presets in Web Management ConsoleZoom AdminsYes

VideoFX

After the base system has been set up, the VideoFX module can be installed and configured.

VideoFX Server Side Pre-Deployment Checklist

ActionNotesTarget RoleRequiredDone
Review permissions for shared storagePermissions modelITYes
Review system requirements before startinghttps://help.evolphin.com/docs/video-fx/getting-started-with-zoom-videofx-2-0/ITYes
Review location of Ingest ServiceTypically hosted on the Zoom Preview ServerITYes
Provision USAN & PSANshared storageITYes
Mount PSAN on all serversSetup 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 mountingITYes
Mount USAN on Ingest ServerSetup persistent fail-fast USAN mount points on Ingest server. Ensure chattr +i /mountpoint has been performed on all Linux mount points before mountingITYes
Setup location for ingestCreate in Server Zoom Properties location for this VideoFX instanceITYes
Configure the VideoFXComplete VideoFX setupIT, Zoom AdminsYes
Setup Archive ModuleAfter Validating the VideoFX configuration finalize your Archive configurationITYes
Windows ACL – POSIX permissions issueOn some SAN the Windows ACL may not translate to POSIX permissions correctly, set the setuid bits on executables bundled in the installer if neededITYes

VideoFX Client Workstation Pre-Deployment Checklist

ActionNotesTarget RoleRequiredDone
Set user locationIn Z -> Settings -> Server WC configure the user to VideoFX server’s locationITYes
Sync zoom.propertiesUpdate and do not forget to sync the zoom properties file from Zoom MAM server to client settings folderITYes
USAN permissionsSetup USAN permissions to ensure “rw” access to “evolphin” or equivalent group on Ingest ServiceITYes
USAN workspace setupEnsure 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.xmlITYes
Correct creative app versionsEnsure supported creative app versions (Adobe CC, Cinema4D, Sketch App) are installed on each edit stationZoom AdminsYes
Basic client validationLogin with the user’s credentials on Zoom Asset Browser and test check-in, out and a preview of the video, PSD, AI/EPS, etcZoom AdminsYes
Validate your VideoFX setupFollow 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 folderIT, Zoom AdminsYes
Save default metadata template on clientEnsure default metadata presets are setup in check-in panel for silent export/sync/check-in to work in creative app pluginsZoom AdminsYes

Validate Adobe CC plugin (Premiere, After Effects, etc)

ActionNotesTarget RoleRequiredDone
Search PanelEnsure the search panel shows your configured filter drop-down menusZoom AdminsYes
Panel preferencesExtract links & layer is ON for each app: PS, AEP, Premiere ProZoom AdminsYes
Direct Asset workflowSearch 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 assetZoom AdminsYes
Validate default checkout locationValidate default checkout location works for each of these apps and user is not prompted from these apps for a checkout folderZoom AdminsYes
High-res workflowSearch 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 layersZoom AdminsYes
New Project categories & templateSetup the new project template in the Web Management ConsoleZoom AdminsYes
New Project flowCreate 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 inZoom AdminsYes
Proxy SwitchingTest proxy switching between high-res/mid-res/low-res. Low-res will require a checkout of the asset first for PrPro or AE onlyZoom AdminsYes
Adobe Premiere Export PresetsPopulate the Adobe Premiere Export Presets in Web Management ConsoleZoom AdminsYes