This article describes the steps that instructors (or admins) need to take within each Moodle course to complete the integration with Zoom and Echo360. 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/Echo360 integration, you MUST be opted in to the Automatic copy of Zoom recordings to Echo360 (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 and Teaching Assistants.

Step 1 - Link your Moodle course to an Echo360 section

Maybe you perform this regularly for your Moodle courses. Maybe your administrator does this for you. Maybe your institution automatically creates new Echo360 course sections when you link from Moodle. However this happens for you, the first thing you need to do is add the Echo360 tool link to your Moodle course, then click on it and ensure that you land in an Echo360 section.

Use these instructions for adding the link to your course: Adding a Link to Echo360 in Moodle Courses. Then click the link.

If you do the mapping to an existing Echo360 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 Echo360 is set up to automatically create the section for you, clicking the Echo360 link will look like this:

That's 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 Echo360 Section, you are ready to move on to the Zoom portion of the setup.

While it is not strictly necessary to do this first, it is important that the Moodle course to Echo360 section link exists. Doing so ensures that the recordings of the Zoom meetings you schedule for this course are automatically published into classes in the linked Echo360 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 Echo360 link to your course. Remember, you will want to do this for each of your courses, to set up course-specific meetings in Zoom and write them to the Echo360 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. In the main course row at the top of the page, select Add an activity or resource. This is shown in the below figure.
   
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 clearly 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. Echo360 does not require any other configuration.

When you return to your Moodle course, you should have two links: one to the Echo360 section, and one for Zoom, as shown in the below figure.

Now it's time to schedule your Zoom class meetings.

Step 3 - Schedule Zoom classes for this course

Now that you have linked to an Echo360 section and have added a Zoom link to your course, it's 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 date(s), time, duration, and whether the meeting is a recurring one.
4. SCROLL DOWN to the Meeting Options section, as shown in the below figure. IT IS IMPORTANT that you 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, so that those recordings go to the Zoom cloud and NOT your local computer. Echo360 can only pull the recordings from the Zoom cloud.
   If you do NOT enable this, you will need to 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 below figure. 
   

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

Students who click the Zoom link will see a Join button for each meeting. You will see this page, including buttons to Start the next meeting, or Delete a meeting if appropriate.

These meetings are now associated with this Moodle Course. The recordings of these meetings will be automatically published to your Echo360 section when they complete. 

The below figure shows a new class in the Echo360 section that was automatically created when the Zoom meeting was finished and copied over from Zoom.

And you're done!

Students can use the Zoom link to access class meetings, and use the Echo link to access the recordings of those classes along with 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.