# Pre-deployment checklist

This checklist summarizes all technical and environmental requirements that must be met before deploying Mago in a meeting room. It ensures that the room hardware, operating system, network, authentication services and user accounts are correctly prepared. Completing this checklist before installation reduces setup time, prevents configuration issues and guarantees full supportability. All items apply to new installations, upgrades and large-scale rollouts, whether you are using certified Mago hardware or customer-provided Windows devices.

<table><thead><tr><th width="59.5" valign="top">#</th><th width="685.09765625" valign="top">Check / Requirement</th><th valign="top">Recommendations</th><th valign="top">Roles needed</th></tr></thead><tbody><tr><td valign="top"><h4>1</h4></td><td valign="top"><h4>Room device</h4></td><td valign="top"> </td><td valign="top"> </td></tr><tr><td valign="top">1.1</td><td valign="top"><p>Use a Mago certified room device (PC, OPS, All-in-One) or a device that follows minimum requirements. Windows: Do not use OEM devices locked to MTR or Zoom Rooms images.<br></p><p>See list here: <a data-mention href="../requirements/hardware">hardware</a></p></td><td valign="top"> </td><td valign="top"><p>IT Manager</p><p>Procurement</p><p>Mago Partners</p></td></tr><tr><td valign="top"><h4>2</h4></td><td valign="top"><h4>Display</h4></td><td valign="top"> </td><td valign="top"> </td></tr><tr><td valign="top">2.1</td><td valign="top"><p>Use a supported display and check the requirements and recommendations.</p><p><br>See list here: <a data-mention href="../requirements/hardware/mago-on-windows/displays">displays</a></p></td><td valign="top">Interactive display</td><td valign="top"><p>IT Manager</p><p>Procurement</p><p>IT Technician</p><p> </p></td></tr><tr><td valign="top"><h4>3</h4></td><td valign="top"><h4>Tabletop Touch Controller</h4></td><td valign="top"> </td><td valign="top"> </td></tr><tr><td valign="top">3.1</td><td valign="top">Use a Mago certified tabletop controller (wired or wireless) and make sure you can install the Mago Controller apps for iPad / Android tablet (if wireless).</td><td valign="top">Optional.</td><td valign="top"><p>IT Manager</p><p>Procurement<br>IT Operations Manager (e.g. if you use MDM)</p></td></tr><tr><td valign="top"><h4>4</h4></td><td valign="top"><h4>Network requirements</h4></td><td valign="top"> </td><td valign="top"> </td></tr><tr><td valign="top">4.1</td><td valign="top">Check the general network requirements of the Mago Knowledge Base here: <a data-mention href="../requirements/network">network</a></td><td valign="top"> </td><td valign="top"><p>Network Manager</p><p>ICT Security Manager</p></td></tr><tr><td valign="top">4.2</td><td valign="top">Do not use proxies (not supported).</td><td valign="top"> </td><td valign="top">Network Manager</td></tr><tr><td valign="top">4.6</td><td valign="top">Apply the necessary port whitelisting (allowlisting) settings: <a data-mention href="../requirements/network/ports-and-services">ports-and-services</a></td><td valign="top"> </td><td valign="top">Network Manager</td></tr><tr><td valign="top">4.5</td><td valign="top">Apply the necessary whitelisting (allowlisting) settings for domains: <a data-mention href="../requirements/network/fqdn-whitelisting">fqdn-whitelisting</a></td><td valign="top"> </td><td valign="top">Network Manager</td></tr><tr><td valign="top"><p>4.3</p><p> </p></td><td valign="top">Use Gigabit Ethernet as primary connection whenever possible. If using VLANs, ensure the room device resides on a dedicated and stable VLAN.</td><td valign="top">Ethernet network over dedicated VLAN.</td><td valign="top">Network Manager</td></tr><tr><td valign="top">4.4</td><td valign="top">Check the minimum required bandwidth for Video Conferencing (2-4 Mbps), Presentation (2 Mbps), and Collaboration (2 Mbps).</td><td valign="top">10 Mbps bandwidth recommended.</td><td valign="top">Network Manager</td></tr><tr><td valign="top"><h4>5</h4></td><td valign="top"><h4>Operating System Requirements</h4></td><td valign="top"> </td><td valign="top"> </td></tr><tr><td valign="top">5.1</td><td valign="top">Follow the requirements based on your installation option: <a data-mention href=""></a></td><td valign="top"> </td><td valign="top"><p>IT Technician</p><p>IT Manager</p><p>ICT Security Manager</p></td></tr><tr><td valign="top"><h4>6</h4></td><td valign="top"><h4>OAuth integrations with third parties</h4></td><td valign="top"> </td><td valign="top"> </td></tr><tr><td valign="top">6.1</td><td valign="top"><p>Microsoft 365</p><p>Check the Microsoft 365 OAuth <em>scopes</em> required by Mago and the Mago mobile app, depending on the various features present (eg room calendar, videoconference, file insertion on Mago whiteboard from OneDrive, file presentation from OneDrive, ...).</p><p>Grant consent to the Enterprise app "Mago" on your Microsoft tenant / Enter ID / Azure. <br><a data-mention href="../requirements/third-party-providers/microsoft-365">microsoft-365</a></p></td><td valign="top">Only required if you're using Microsoft 365 for one or more of the listed features.</td><td valign="top">Microsoft 365 Administrator</td></tr><tr><td valign="top">6.2</td><td valign="top"><p>Google Workspace</p><p>Check the Google Workspace OAuth <em>scopes</em> required by Mago and the Mago mobile app, depending on the various features present (e.g. room calendar, videoconference, Mago whiteboard file insertion from Google Drive, file presentation from Google Drive, ...).</p><p>Grant access to the "Mago" app on your Google Workspace account. <a data-mention href="../requirements/third-party-providers/google-workspace">google-workspace</a><br></p></td><td valign="top">Only required if you're using Google Workspace for one or more of the features listed.</td><td valign="top">Google Workspace Administrator</td></tr><tr><td valign="top">6.3</td><td valign="top"><p>(Optional) Google Workspace</p><p>Check for any additional Google Workspace policies and whitelist the Client IDs of the Mago – Google applications, if necessary.</p></td><td valign="top">(see above)</td><td valign="top">Google Workspace Administrator</td></tr><tr><td valign="top">6.4</td><td valign="top"><p>Zoom</p><p>Verify the OAuth scopes required for the instant meeting as an Organizer feature. <a data-mention href="../requirements/third-party-providers/zoom">zoom</a><br></p></td><td valign="top">Only required if you are using the instant meeting feature as a Organizer for Zoom.</td><td valign="top">Zoom Administrator</td></tr><tr><td valign="top">6.5</td><td valign="top"><p>Webex</p><p>Verify the OAuth scopes required for the instant meeting as an Organizer feature. <a data-mention href="../requirements/third-party-providers/webex">webex</a></p></td><td valign="top">Only required if you are using the instant meeting feature as a Organizer for Webex.</td><td valign="top">Webex Administrator</td></tr><tr><td valign="top">6.6</td><td valign="top"><p>Apple</p><p>Verify the OAuth scopes required for registration and login via Apple in the Mago mobile app. <a data-mention href="../requirements/third-party-providers/apple">apple</a><br></p></td><td valign="top">Only required if you are using Apple accounts for one or more of the features listed.</td><td valign="top">Apple IDs Administrator</td></tr><tr><td valign="top">6.7</td><td valign="top"><p>Dropbox</p><p>Verify the OAuth scopes required for registration and access via Dropbox for use with the Mago whiteboard. <a data-mention href="../requirements/third-party-providers/dropbox">dropbox</a><br></p></td><td valign="top">Only required if you're using Dropbox accounts for one or more of the features listed.</td><td valign="top">Dropbox Administrator</td></tr><tr><td valign="top"><h4>7</h4></td><td valign="top"><h4>Room calendar</h4></td><td valign="top"> </td><td valign="top"> </td></tr><tr><td valign="top">7.1</td><td valign="top"><p>Microsoft 365</p><p>Create and provision room resource accounts. <a data-mention href="../requirements/calendar/microsoft-365-calendar">microsoft-365-calendar</a><br></p></td><td valign="top">Required only if you're using Microsoft 365 room accounts for the calendar feature.</td><td valign="top">Microsoft 365 Administrator</td></tr><tr><td valign="top">7.2</td><td valign="top"><p>Microsoft 365</p><p>Run the required PowerShell command to correctly display meeting titles on the room calendar.</p></td><td valign="top">Required only if you're using Microsoft 365 room accounts for the calendar feature.</td><td valign="top">Microsoft 365 Administrator</td></tr><tr><td valign="top">7.3</td><td valign="top"><p>Microsoft 365</p><p>(Optional) Run the PowerShell command to allow direct receipt of event invitations from external organizations/domains.</p></td><td valign="top">Only needed if you want the room to be invited/reserved by external organizations/domains.</td><td valign="top">Microsoft 365 Administrator</td></tr><tr><td valign="top">7.4</td><td valign="top"><p>Google Workspace</p><p>Create and provision a service account for conference room calendars. Create the necessary room resources and allow access/associate delegation to the service account. <a data-mention href="../requirements/calendar/google-workspace-calendar">google-workspace-calendar</a></p></td><td valign="top">Required only if you're using Google Workspace room accounts for calendar functionality.</td><td valign="top">Google Administrator</td></tr><tr><td valign="top">7.5</td><td valign="top"><p>Microsoft Exchange (On Premise)</p><p>Create and provision service accounts and room <em>resources</em>. <a data-mention href="../requirements/calendar/microsoft-exchange-calendar-on-premises">microsoft-exchange-calendar-on-premises</a><br></p></td><td valign="top">Required only if you are using Microsoft Exchange for the calendar feature.</td><td valign="top">Microsoft Exchange Administrator</td></tr><tr><td valign="top"><h4>8</h4></td><td valign="top"><h4>Video conferencing</h4></td><td valign="top"> </td><td valign="top"> </td></tr><tr><td valign="top">8.1</td><td valign="top"><p>Video conferencing systems used</p><p>Check and meet the manufacturers' standard requirements (e.g. network requirements).</p></td><td valign="top"></td><td valign="top">Network Manager</td></tr><tr><td valign="top">8.2</td><td valign="top">Check licensing requirements to Start meetings as a host: <a data-mention href="../requirements/video-conferencing/licensing-requirements">licensing-requirements</a></td><td valign="top"></td><td valign="top"><p>Microsoft 365 Administrator</p><p>IT Technician</p><p>Procurement (licensing)</p></td></tr><tr><td valign="top"><h4>9</h4></td><td valign="top"><h4>Presentation (Screen Sharing and Cloud File Presentation)</h4></td><td valign="top"> </td><td valign="top"> </td></tr><tr><td valign="top">9.1</td><td valign="top"><p>Wired screen sharing</p><p>Check for HDMI input port for HDMI ingest.</p></td><td valign="top"> </td><td valign="top">IT Technician</td></tr><tr><td valign="top">9.2</td><td valign="top"><p>Wired screen sharing</p><p>(Optional) Use a Mago certified USB – HDMI capture card.</p></td><td valign="top"> </td><td valign="top"><p>IT Technician</p><p>Procurement</p></td></tr><tr><td valign="top">9.3</td><td valign="top"><p>Wired screen sharing</p><p>(Optional) For use in HDMI ingest of third-party presentation systems (e.g. Barco ClickShare, AirServer Connect, Crestron AirMedia), enable the respective option in the Mago > Presentation settings.</p></td><td valign="top"> </td><td valign="top">IT Technician</td></tr><tr><td valign="top">9.4</td><td valign="top"><p>Wireless screen sharing via Miracast for Windows and Android devices:</p><p>Determine whether to use Wi-Fi Direct (P2P) or Over Infrastructure. Verify and meet network requirements. <a data-mention href="../requirements/presentation/wireless-screen-sharing/miracast">miracast</a></p></td><td valign="top"> </td><td valign="top"><p>Network Manager</p><p>IT Technician</p></td></tr><tr><td valign="top">9.5</td><td valign="top"><p>Wireless Screen Sharing via AirPlay for MacOS/iOS Devices:</p><p>Verify and meet network requirements. <a data-mention href="../requirements/presentation/wireless-screen-sharing/airplay">airplay</a></p></td><td valign="top"> </td><td valign="top"><p>Network Manager</p><p>IT Technician</p></td></tr><tr><td valign="top">9.6</td><td valign="top"><p>Wireless screen sharing via Google Cast for Android devices or for Google Chrome:</p><p>Verify and meet network requirements. <a data-mention href="../requirements/presentation/wireless-screen-sharing/google-cast">google-cast</a></p></td><td valign="top"> </td><td valign="top"><p>Network Manager</p><p>IT Technician</p></td></tr><tr><td valign="top">9.7</td><td valign="top"><p>Wireless screen sharing via browser (Mago Link - WebRTC technology)</p><p>Verify and meet network requirements. <a data-mention href="../requirements/presentation/wireless-screen-sharing/mago-link">mago-link</a></p></td><td valign="top"> </td><td valign="top"><p>Network Manager</p><p>IT Technician</p></td></tr><tr><td valign="top">9.8</td><td valign="top"><p>File presentation via Cloud Storage, wireless</p><p>Check the requirements for using wireless file presentation using OneDrive, Google Drive, or Mago Drive.</p></td><td valign="top">Requires the use of Mago app for iOS/Android and registered user access via Microsoft 365 or Google.</td><td valign="top"><p>Network Manager</p><p>IT Technician</p><p>Microsoft 365 Administrator</p><p>Google Workspace Administrator</p></td></tr><tr><td valign="top"><h4>10</h4></td><td valign="top"><h4>Visual Collaboration (Mago Whiteboard)</h4></td><td valign="top"> </td><td valign="top"> </td></tr><tr><td valign="top">10.1</td><td valign="top">Determine whether the whiteboard is used offline (local) and/or online on Cloud Mago or On Premise.</td><td valign="top"> </td><td valign="top">Stakeholders<br>Pilot users</td></tr><tr><td valign="top">10.2</td><td valign="top">Check the setting of the automatic pen touch / hand touch mode, depending on the equipment of the pen display.</td><td valign="top"> </td><td valign="top">IT Technician</td></tr><tr><td valign="top">10.3</td><td valign="top">(Optional) In the case of saving PDF recaps of whiteboard sessions, set any access and/or permissions, such as local folders, network folders, external disks (USB), Cloud Storage accounts.</td><td valign="top"> </td><td valign="top">IT Technician</td></tr><tr><td valign="top">10.4</td><td valign="top">(Optional) In the case of using online collaborative whiteboarding, prepare users to use the Mago app (iOS / Android) to save whiteboards to the Cloud.</td><td valign="top"> </td><td valign="top">IT Technician</td></tr><tr><td valign="top"><h4>11</h4></td><td valign="top"><h4>Mago mobile App</h4></td><td valign="top"> </td><td valign="top"> </td></tr><tr><td valign="top">11.1</td><td valign="top">Verify that iOS and Android devices meet the minimum supported OS version (iOS 13, Android 8.0)</td><td valign="top"> </td><td valign="top"><p>IT Technician</p><p> </p></td></tr><tr><td valign="top">11.2</td><td valign="top">Check the registration and access requirements in the case of using third-party authentication (Microsoft 365, Google, Apple).</td><td valign="top">See "Third-party providers and integrations."</td><td valign="top"><p>Microsoft 365 Administrator</p><p>Google Workspace Administrator</p></td></tr><tr><td valign="top">11.3</td><td valign="top">Turn on Bluetooth (BLE) on your mobile device and room device. Required for security verification for proximity connection.</td><td valign="top"> </td><td valign="top"><p>IT Technician</p><p> </p></td></tr><tr><td valign="top">11.4</td><td valign="top">(Optional) Open the ports required for room device discovery via LAN.</td><td valign="top"> </td><td valign="top"><p>Network Manager</p><p>IT Technician</p></td></tr><tr><td valign="top"><h4>12</h4></td><td valign="top"><h4>Mago Admin Console</h4></td><td valign="top"> </td><td valign="top"> </td></tr><tr><td valign="top">12.1</td><td valign="top">Create an administrator account for remote management of the room device and add the license key.</td><td valign="top"> </td><td valign="top"><p>IT Manager</p><p>Procurement (licensing)</p></td></tr></tbody></table>
