{"id":4394,"date":"2015-12-19T03:45:03","date_gmt":"2015-12-19T03:45:03","guid":{"rendered":"http:\/\/evolphin.com\/help\/?p=4394"},"modified":"2020-08-05T11:07:56","modified_gmt":"2020-08-05T15:07:56","slug":"pre-deployment-checklist","status":"publish","type":"post","link":"https:\/\/evolphin.com\/help\/deployment\/pre-deployment\/pre-deployment-checklist\/","title":{"rendered":"Pre-Deployment Checklist"},"content":{"rendered":"\n

Prior to a Zoom installation, it is highly recommended that you walk through this checklist with your internal IT team and Evolphin support representative.<\/p>\n\n\n\n

Target Role<\/strong><\/td>Description<\/strong><\/td><\/tr>
IT<\/td>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<\/td><\/tr>
Zoom Admin<\/td>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<\/td><\/tr>
Evolphin Sales<\/td>Evolphin sales representative who is your primary liaison for commercial licenses<\/td><\/tr>
Evolphin Support<\/td>Evolphin support staff that assists with issues in the Zoom deployment<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n

Base Zoom System<\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Action<\/strong><\/td>\nNotes<\/strong><\/td>\nTarget Role<\/strong><\/td>\nRequired<\/strong><\/td>\nDone?<\/strong><\/td>\n<\/tr>\n
Install & network Hardware\/VM server for Zoom DB\/DAM\/MAM service<\/td>\nReview hardware recommendations for standard workloads<\/a> or ask Evolphin support team for recommendations<\/td>\nIT<\/td>\nYes<\/td>\n <\/td>\n<\/tr>\n
Install & network Hardware\/VM server for Zoom Preview service<\/td>\nReview hardware recommendations for standard workloads<\/a> or ask Evolphin support team for recommendations<\/td>\nIT<\/td>\nYes<\/td>\n <\/td>\n<\/tr>\n
Provision & mount storage for Zoom database<\/td>\nUsing 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

<\/p>\n

Review storage management<\/a><\/p>\n

– Keep separate drives\/disks for Zoom database transaction journal and asset folders for optimal performance<\/p>\n<\/td>\n

IT<\/td>\nYes<\/td>\n <\/td>\n<\/tr>\n
Provision storage for Zoom Preview server cache<\/td>\nTypically local storage can be networked also<\/td>\nIT<\/td>\nYes<\/td>\n <\/td>\n<\/tr>\n
Configure TCP network ports & firewalls<\/td>\nEvolphin 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?

<\/p>\n

Review TCP port list<\/a>
Review any web proxies that could interfere with Evolphin port access<\/p>\n<\/td>\n

IT<\/td>\nYes<\/td>\n <\/td>\n<\/tr>\n
SSL\/TLS secure access with commercial-grade certificates*<\/td>\nFor external access, SSL\/TLS is recommended. Do not use self-signed certificates, please procure commercial-grade signed certificates before setting up SSL.

<\/p>\n

Please review SSL for core Zoom<\/a> and for web access<\/a><\/p>\n<\/td>\n

IT<\/td>\nOptional<\/td>\n <\/td>\n<\/tr>\n
Identify any Virus Scanner in use to rule out any interference with Evolphin Zoom<\/td>\nReview if virus scanners will block any Zoom TCP ports<\/td>\nIT<\/td>\nYes<\/td>\n <\/td>\n<\/tr>\n
Setup NAT for extranet access by external web or desktop users*<\/td>\nNAT & Port Forwarding Setup for External Access to Zoom Services<\/a><\/td>\nIT<\/td>\nOptional<\/td>\n <\/td>\n<\/tr>\n
Setup remote access for Evolphin support<\/td>\nEnsure TeamViewer<\/a> is set up with “always-on, unattended mode” for Evolphin support team <\/td>\nIT<\/td>\nYes<\/td>\n <\/td>\n<\/tr>\n
Ensure Evolphin Support Portal access<\/td>\nPlease get access to http:\/\/support.evolphin.com\/ <\/a>from Evolphin Sales in order to get support, download links, and to follow up on tickets.<\/td>\nIT, Zoom Admins, Evolphin Support<\/td>\nYes<\/td>\n <\/td>\n<\/tr>\n
Send MAC address to Evolphin support team for production licenses<\/td>\nPlease send via the support portal<\/a> 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<\/a><\/td>\nIT, Evolphin Support, Evolphin Sales<\/td>\nYes<\/td>\n <\/td>\n<\/tr>\n
Provision for a Zoom Test\/Dev or a Sandbox server environment<\/td>\nFor larger deployments, it is strongly recommended to have a sandbox to test various Zoom configurations prior to deployment<\/td>\nIT<\/td>\nOptional<\/td>\n <\/td>\n<\/tr>\n
Install EZ Updater to download Zoom server & client software<\/td>\nhttp:\/\/support.evolphin.com\/Knowledgebase\/Article\/View\/242\/60\/how-to-download-zoom<\/a> (requires login to support portal)<\/td>\nIT, Zoom Admins<\/td>\nYes<\/td>\n <\/td>\n<\/tr>\n
Install Zoom server on Windows Server OS<\/td>\nInstalling Zoom Server on a Windows-based environment<\/a><\/td>\nIT, Zoom Admins<\/td>\nYes<\/td>\n <\/td>\n<\/tr>\n
Install Zoom server on Linux OS<\/td>\nInstalling Zoom Server on a Linux-based environment<\/a><\/td>\nIT, Zoom Admins<\/td>\nYes<\/td>\n <\/td>\n<\/tr>\n
Set up SMTP access for Email Integration<\/td>\nIf using Zoom Web Collections this is a required<\/strong> step to get alerts and invite collaborators. SMTP settings are needed to set up SMTP in Zoom<\/a> after Zoom is installed.<\/td>\nIT, Zoom Admins<\/td>\nYes, if using Collections, Hot Folder, Data Migration, or Curator <\/td>\n <\/td>\n<\/tr>\n
Integrate AD or LDAP for user authentication<\/td>\nSet up AD\/LDAP as it will be needed later to Configure AD\/LDAP settings in Zoom<\/a><\/td>\nIT, Zoom Admins<\/td>\nOptional<\/td>\n <\/td>\n<\/tr>\n
Configure default client settings to send from Zoom server<\/td>\nConfigure properties on the Zoom Server<\/a> so Zoom Clients can pull these<\/td>\nZoom Admins<\/td>\nOptional<\/td>\n <\/td>\n<\/tr>\n
Configure Zoom Curator service<\/td>\nFor indexing metadata please ensure Zoom Curator service<\/a> is setup<\/td>\nIT<\/td>\nYes<\/td>\n <\/td>\n<\/tr>\n
Install Zoom desktop client app & plugins<\/td>\nUsing the EZ Updater install the Zoom Client app<\/a> on each workstation<\/td>\nIT, Zoom Admins<\/td>\nYes<\/td>\n <\/td>\n<\/tr>\n
Review media file type preview support in Zoom<\/td>\nSupported File Formats, Codecs & Preview File Types<\/a>\n\t\t\t\t\t\t<\/span><\/td>\nZoom Admins<\/td>\nOptional<\/td>\n <\/td>\n<\/tr>\n
Install Quartz for MacOS X workstations for generating thumbnails of PDF files in the Asset Browser<\/td>\nQuartz is needed to generate PDF thumbnails in Zoom on a Mac<\/a><\/td>\nIT, Zoom Admins<\/td>\nYes<\/td>\n <\/td>\n<\/tr>\n
Update or downgrade creative apps supported by Evolphin to ensure plugins work correctly<\/td>\nCheck Adobe apps version compatibility here<\/a>.<\/td>\nIT, Zoom Admins<\/td>\nYes<\/td>\n <\/td>\n<\/tr>\n
Create project vaults in Zoom Repository<\/td>\nZoom Project Vault & Repository Schema Setup Best Practices<\/a>\n\t\t\t\t\t\t<\/span><\/td>\nZoom Admins<\/td>\nYes<\/td>\n <\/td>\n<\/tr>\n
Figure out roles to be created for controlling access in Zoom<\/td>\nManaging Users, Roles & Permissions (Zoom 6.0 and below)<\/a>\n\t\t\t\t\t\t<\/span><\/td>\nZoom Admins<\/td>\nYes<\/td>\n <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n
\n\n\n\n

VideoLX<\/h2>\n\n\n\n

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.<\/p>\n\n\n\n

Action<\/strong><\/td>Notes<\/strong><\/td>Target Role<\/strong><\/td>Required<\/strong><\/td>Done<\/strong><\/td><\/tr>
Review permissions for shared storage<\/td>Permissions model <\/a><\/td>IT<\/td>Yes<\/td><\/td><\/tr>
Install & network Hardware\/VM Windows<\/strong> (if ingesting RED<\/strong> camera cards) or Linux based server for Evolphin Transcode service<\/td>Review hardware recommendations for standard workloads<\/a> or ask Evolphin support team for recommendations<\/td>IT<\/td>Yes<\/td><\/td><\/tr>
Setup location for ingest<\/td>Create in Server Zoom Properties location<\/a> for this VideoLX instance<\/td>IT<\/td>Yes<\/td><\/td><\/tr>
Setup VideoLX module<\/td>In Zoom Server Web Management Console enable the VideoLX module<\/a><\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Configure Transcoding Rules<\/td>In Zoom Server Web Management Console tune the ingest rules<\/a><\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Review the Low-Res converter<\/td>In Zoom Server Web Management Console select a low res converter<\/a><\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Ensure video data exchange metadata is valid<\/td>In VideoLX ingest panel check metadata mapping, ensure metadata schema<\/a> has the various groups such as ZPIG, NVPR, LRVD present<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Setup access to a SQL database <\/td>Provision a SQL DB such as Microsoft SQL Server, MySQL or use an existing SQL Server instance<\/a><\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Install Evolphin Transcode service<\/td>setup transcoder<\/a><\/td>IT, Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Register Transcoder with the Zoom MAM server<\/td>register transcoder<\/a><\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Update mount point for high-res files<\/td>https:\/\/evolphin.com\/help\/docs\/video-lx\/getting-started-with-zoom-videolx-3-0\/#set-up-a-shared-network-location<\/a><\/td>IT<\/td>Yes<\/td><\/td><\/tr>
Mount the high-res folder<\/td>Ensure the Third Party Mount-point (TPM) folder above is mounted on the edit stations and Transcode server with write permissions<\/td>IT<\/td>Yes<\/td><\/td><\/tr>
Relocate transcoder’s temporary files folder<\/td>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:\/\/evolphin.com\/help\/docs\/video-fx\/relocation-of-client-side-data-zm\/<\/a><\/td>IT<\/td>No<\/td><\/td><\/tr>
RED Camera Support<\/td>If you need to ingest high-res RED files please check https:\/\/evolphin.com\/help\/docs\/video-lx\/red-camera-support-in-zoom<\/a><\/td>IT<\/td>Yes<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

VideoLX Client Workstation Pre-Deployment Checklist<\/h3>\n\n\n\n
Action<\/strong><\/td>Notes<\/strong><\/td>Target Role<\/strong><\/td>Required<\/strong><\/td>Done<\/strong><\/td><\/tr>
Set user location<\/td>In Z -> Settings -> Server WC configure the user to VideoLX server’s location<\/td>IT<\/td>Yes<\/td><\/td><\/tr>
Sync zoom.properties<\/td>Update and do not forget to sync the zoom properties<\/a> file from Zoom MAM server to client settings folder<\/td>IT<\/td>Yes<\/td><\/td><\/tr>
Correct creative app versions<\/td>Ensure supported creative app versions (Adobe CC, Cinema4D, Sketch App) are installed on each edit station<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Basic client validation<\/td>Login with the user\u2019s credentials on Zoom Asset Browser and test check-in, out and a preview of the video, PSD, AI\/EPS, etc<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Validate your VideoLX setup<\/td>Follow this article to do your first high-res ingest: \u00a0VideoLX in action<\/a>. Check that the user can ingest both hires and direct assets via their user-specific default checkout folder<\/td>IT, Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Save default metadata template on client<\/td>Ensure default metadata presets are setup in check-in panel for silent export\/sync\/check-in to work in creative app plugins<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Validate Adobe CC plugin (Premiere, After Effects, etc)<\/h3>\n\n\n\n
Action<\/strong><\/td>Notes<\/strong><\/td>Target Role<\/strong><\/td>Required<\/strong><\/td>Done<\/strong><\/td><\/tr>
Search Panel<\/td>Ensure the search panel shows your configured filter drop-down menus<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Panel preferences<\/td>Extract links & layer is ON for each app: PS, AEP, Premiere Pro<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Direct Asset workflow<\/td>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<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Validate default checkout location<\/td>Validate default checkout location works for each of these apps and user is not prompted from these apps for a checkout folder<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
High-res workflow<\/td>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<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
New Project categories & template<\/td>Setup the new project template in Web Management Console<\/a><\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
New Project flow<\/td>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<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Validate high-res ingest with VideoLX setup<\/td>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<\/td>IT, Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Proxy Switching<\/td>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<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Adobe Premiere Export Presets<\/td>Populate the Adobe Premiere Export Presets in Web Management Console<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
\n\n\n\n

VideoFX<\/h2>\n\n\n\n

After the base system has been set up, the VideoFX module can be installed and configured.<\/p>\n\n\n\n

VideoFX Server Side Pre-Deployment Checklist<\/h3>\n\n\n\n
Action<\/strong><\/td>Notes<\/strong><\/td>Target Role<\/strong><\/td>Required<\/strong><\/td>Done<\/strong><\/td><\/tr>
Review permissions for shared storage<\/td>Permissions model<\/a><\/td>IT<\/td>Yes<\/td><\/td><\/tr>
Review system requirements before starting<\/td>https:\/\/evolphin.com\/help\/docs\/video-fx\/getting-started-with-zoom-videofx-2-0\/<\/a><\/td>IT<\/td>Yes<\/td><\/td><\/tr>
Review location of Ingest Service<\/td>Typically hosted on the Zoom Preview Server<\/td>IT<\/td>Yes<\/td><\/td><\/tr>
Provision USAN & PSAN<\/td>shared storage<\/a><\/td>IT<\/td>Yes<\/td><\/td><\/tr>
Mount PSAN on all servers<\/td>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<\/td>IT<\/td>Yes<\/td><\/td><\/tr>
Mount USAN on Ingest Server<\/td>Setup persistent fail-fast USAN mount points on Ingest server. Ensure chattr +i \/mountpoint has been performed on all Linux mount points before mounting<\/td>IT<\/td>Yes<\/td><\/td><\/tr>
Setup location for ingest<\/td>Create in Server Zoom Properties location<\/a> for this VideoFX instance<\/td>IT<\/td>Yes<\/td><\/td><\/tr>
Configure the VideoFX<\/td>Complete VideoFX setup<\/a><\/td>IT, Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Setup Archive Module<\/td>After Validating the VideoFX configuration finalize your Archive configuration<\/a><\/td>IT<\/td>Yes<\/td><\/td><\/tr>
Windows ACL – POSIX permissions issue<\/td>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<\/td>IT<\/td>Yes<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

VideoFX Client Workstation Pre-Deployment Checklist<\/h3>\n\n\n\n
Action<\/strong><\/td>Notes<\/strong><\/td>Target Role<\/strong><\/td>Required<\/strong><\/td>Done<\/strong><\/td><\/tr>
Set user location<\/td>In Z -> Settings -> Server WC configure the user to VideoFX server’s location<\/td>IT<\/td>Yes<\/td><\/td><\/tr>
Sync zoom.properties<\/td>Update and do not forget to sync the zoom properties<\/a> file from Zoom MAM server to client settings folder<\/td>IT<\/td>Yes<\/td><\/td><\/tr>
USAN permissions<\/td>Setup USAN permissions to ensure “rw” access to “evolphin” or equivalent group on Ingest Service<\/td>IT<\/td>Yes<\/td><\/td><\/tr>
USAN workspace setup<\/td>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<\/td>IT<\/td>Yes<\/td><\/td><\/tr>
Correct creative app versions<\/td>Ensure supported creative app versions (Adobe CC, Cinema4D, Sketch App) are installed on each edit station<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Basic client validation<\/td>Login with the user\u2019s credentials on Zoom Asset Browser and test check-in, out and a preview of the video, PSD, AI\/EPS, etc<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Validate your VideoFX setup<\/td>Follow this article to do your first high-res ingest: \u00a0VideoFX in action<\/a>. Check that the user can ingest both hires and direct assets via their user-specific default checkout folder<\/td>IT, Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Save default metadata template on client<\/td>Ensure default metadata presets are setup in check-in panel for silent export\/sync\/check-in to work in creative app plugins<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

Validate Adobe CC plugin (Premiere, After Effects, etc)<\/h3>\n\n\n\n
Action<\/strong><\/td>Notes<\/strong><\/td>Target Role<\/strong><\/td>Required<\/strong><\/td>Done<\/strong><\/td><\/tr>
Search Panel<\/td>Ensure the search panel shows your configured filter drop-down menus<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Panel preferences<\/td>Extract links & layer is ON for each app: PS, AEP, Premiere Pro<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Direct Asset workflow<\/td>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<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Validate default checkout location<\/td>Validate default checkout location works for each of these apps and user is not prompted from these apps for a checkout folder<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
High-res workflow<\/td>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<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
New Project categories & template<\/td>Setup the new project template in the Web Management Console<\/a><\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
New Project flow<\/td>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<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Proxy Switching<\/td>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<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr>
Adobe Premiere Export Presets<\/td>Populate the Adobe Premiere Export Presets in Web Management Console<\/td>Zoom Admins<\/td>Yes<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"

Prior to a Zoom installation, it is highly recommended that you walk through this checklist with your internal IT team and Evolphin support representative. 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