This article describes the steps that instructors (or admins) need to take within each Canvas course to complete the integration with Zoom and EchoVideo. The information here assumes that your Administrator has properly configured the LTI Pro App for your institution's Zoom account and has added a Zoom LTI tool to Canvas.

IMPORTANT: For full Zoom / LMS / EchoVideo integration, you MUST have opted into the Automatic copy of Zoom recordings to EchoVideo (the toggle is turned on). In addition, your Zoom login email must match your Canvas email or you must configure an Alternate email for your Zoom account.
See also Zoom Integration for Instructors.

Step 1 - Link your Canvas course to an EchoVideo section

Maybe you perform this regularly for your Canvas courses, maybe your administrator does this for you, or maybe your institution automatically creates new EchoVideo course sections when you link from Canvas. However this happens for you, the first thing you need to do is click the EchoVideo tool link from your Canvas course (it probably lives in the left navigation) and ensure that you land in an EchoVideo section.

If you do the mapping to an existing EchoVideo Section, clicking the link will look like this (or similar):

Select the Term, Course, and Section (or in some cases just the Section) to link this course to.

If your Administrator does the linking or EchoVideo is set up to automatically create the section for you, clicking the EchoVideo link will look like this:

That is all you have to do for the first step!

There may or may not already be classes in the linked section. The Zoom meetings you create in Step 2 will create new classes for the recordings once they are complete. Either way, as long as you have this Canvas Course linked to an EchoVideo Section, you can move on to the Zoom portion of the setup.

While it is optional to do this first, the Canvas course to EchoVideo section link must exist. Doing so ensures that the recordings of the Zoom meetings you schedule for this course are automatically published into classes in the linked EchoVideo section.

We strongly recommend also adding an Assignment link to EchoVideo to your course. This allows you to export student analytic data from EchoVideo into your Canvas grade book.

Step 2 - Click the Zoom link and schedule your Zoom classes

Once the link to EchoVideo is established, it is time to set up your Zoom class meeting schedule!

To set your Zoom schedule for this Canvas course

1. Click the Zoom link in the left navigation. The Zoom scheduling interface appears.
   
2. Click Schedule a New Meeting as identified in the above figure.
3. Complete the form, including the date(s), time, duration, and whether the meeting is recurring.
4. SCROLL DOWN to the Meeting Options section.

5. You must check Record the meeting automatically in the cloud, as shown in the figure below.
   

   Why is this important? Two reasons. First, so that your classes are automatically recorded without you having to remember to click Record. Second, those recordings go to the Zoom cloud, not your local computer. EchoVideo can only pull the recordings from the Zoom cloud.
   If you do not enable this, you must manually click Record on each meeting and (if given as an option) select Record to cloud.

6. When you are done, click Save.
7. At the top of the meeting details page, click Course Meetings, identified in the figure below.
   

The Zoom panel changes to list your newly created meeting(s). These meetings are now associated with this Canvas Course.  You can start the class meetings from here, delete them if necessary, and add other class meetings for this course as appropriate.

When these meetings are completed, their recordings will be automatically published to your EchoVideo section. The figure below shows a new class in the EchoVideo section that was automatically created when the Zoom meeting was finished and copied over from Zoom.

When Students click the Zoom link, they also see a list of the class meetings you created for this Canvas course, along with the option to Join the meeting.

Step 3 (Optional) - Add an Assignment link and create Modules for easy student access

As stated earlier on this page, we recommend creating a link to EchoVideo on your Canvas Assignments page. You can export EchoVideo section student engagement data into your Canvas grade book. It also allows you to create a Module for the Assignment link and a Module for the Zoom tool. All of this is optional but noted here for your use.

Once you have Modules, you can have the course Home page show the course Modules. This presents easy-to-access links to Students (and to you!) every time they enter the course.

To configure Modules and set as the Home page

1. Open the Assignments page in your Canvas course and add an Assignment link to EchoVideo using the instructions on this page: Adding an EchoVideo Link to a Canvas Course.
2. Open the Modules page in your Canvas course and click + Module (add module button).
3. Enter a name that identifies this as the link to your Zoom meetings.
4. Select External Tool from the drop-down list.
5. Find the Zoom tool and select it from the list.
6. Click Save when finished.
7. Click + Module again.
8. Enter a name that identifies this module as the EchoVideo section link or the link to the Zoom class recordings and other materials you may publish there.
9. Select Assignments from the drop-down list.
10. Select the EchoVideo assignment link you created in Step 1.
11. Click Save when finished.
12. Be sure to PUBLISH both links now or when you are ready so students can see and access them.

You can leave these modules on the Modules page, or you can go to the section's Home page and set it to show your Course Modules.