This article describes the steps that instructors (or admins) must take within each Moodle 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 Moodle.

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 Moodle email, or you must configure an Alternate email for your Zoom account.
See also Zoom Integration for Instructors.

Step 1 - Link your Moodle course to an EchoVideo section

Maybe you perform this regularly for your Moodle courses, maybe your administrator does this for you, or maybe your institution automatically creates new EchoVideo course sections when you link from Moodle. However this happens for you, the first thing you need to do is add the EchoVideo tool link to your Moodle course, then click on it and ensure that you land in an EchoVideo section.

Use these instructions to add a link to your course: Adding a Link to EchoVideo in Moodle Courses. Then click the link.

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 3 will create new classes for the recordings once they are complete. Either way, as long as you have this Moodle 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 Moodle 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.

Step 2 - Add a Zoom tool link to your Moodle course

The process for adding a Zoom link to your course is nearly the same as the one used for adding an EchoVideo link to your course. Remember, you will want to do this for each of your courses, set up course-specific meetings in Zoom, and write them in the EchoVideo section linked in step 1 above.

To add a Zoom link to your course

1. Navigate to the main course page in Moodle.
2. In the upper-right corner of the course page, click the settings icon and select Turn editing on from the menu.
3. Select Add an activity or resource in the main course row at the top of the page. The figure below shows this.
   
4. From the Activity list, find the Zoom activity and select it.
   You may need to select External Tool first, then find the Zoom tool from that list; it depends on how your Administrator configured the tool.
   
5. Click Add.
6. In the Tool Settings page that appears, enter an Activity name that identifies it as the Zoom link to your class meetings. 
   
7. Configure any other portions of the page as you normally would, or simply enter a name and save the form. EchoVideo does not require any other configuration.

When you return to your Moodle course, you should have two links: one to the EchoVideo section and one for Zoom, as shown in the figure below.

Now, it is time to schedule your Zoom class meetings.

Step 3 - Schedule Zoom classes for this course

Now that you have linked to an EchoVideo section and have added a Zoom link to your course, it is time to set up your Zoom class meeting schedule!

To schedule Zoom classes for this course

1. Click the Zoom link you created in the course. 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, as shown in the below figure. You must check Record the meeting automatically in the cloud.
   

   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.

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

The Zoom panel lists your newly created meeting(s), as shown below. As appropriate, you can repeat these steps to add other class meetings for this course.

Students who click the Zoom link will see a Join button for each meeting. This page will also include buttons to Start the next meeting or Delete a meeting if appropriate.

These meetings are now associated with this Moodle Course. When they are completed, the 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.

And you are done!

Students can use the Zoom link to access class meetings and the Echo link to access the recordings of those classes and other materials you may post. You can use the Zoom link to start your class meetings, and the Echo link to post additional materials to the classes, view student engagement in the section, and export engagement data to your Moodle gradebook.