This page provides basic integration information for Administrators. If you already have a Zoom integration and need to update it for new features, see Upgrading Your Zoom Integration. For information on changing the default opt-in / opt-out setting for automatic meeting ingestion, see Default Opt-In / Opt-Out Settings for Automatic Zoom Ingestion. For information on using Zoom's LTI Pro to integrate with your LMS, see Overview - Zoom LTI Pro with EchoVideo and your LMS / VLE.

EchoVideo integrates with the Zoom video conferencing platform. This means that EchoVideo can automatically ingest recordings saved to the Zoom cloud, including Zoom transcripts, if your Zoom license provides them. These Zoom recordings are added to the logged-in Zoom user's Library. From here, the recording can be published to a course, embedded into an LMS window, or turned into interactive media by adding polls.

Users must turn on the Automatically copy Zoom meetings option to bring their Zoom content into EchoVideo. See Zoom Settings for your Account for more details. Integrating EchoVideo with Zoom also provides Instructors with a Zoom Meeting option in the Create button. This allows them to create and launch an instant Zoom meeting directly from EchoVideo. By default, this meeting is copied to their library, but they may be allowed to publish the recording directly into a class in one of their courses. 

Zoom integration is done using the EchoVideo App available on the Zoom Marketplace. The App simply works as an integration tool, connecting the main Zoom account with the EchoVideo institution. If your Zoom users have the same email address as their EchoVideo account, each recording can be appropriately associated and appear in that user's library (or EchoVideo course, as appropriate).

Zoom meetings also have their own source category, so administrators can filter the captures list by Zoom Meeting to find specific recordings. Other users can filter their EchoVideo Library page by Meeting Recordings to find their Zoom meetings.

If you have problems configuring the integration, contact EchoVideo support via email at support@echo360.com.

Notes on features and timing:
The source categorization for Zoom Meeting / Meeting Recordings applies to those recordings ingested as of the July 1, 2020, release of EchoVideo. The category is not back-applied to Zoom meetings that occurred before then. Previous recordings are still listed as Upload in the Captures list and user Library.

Zoom Transcripts began being automatically included with the meeting recordings as of the Sept 23, 2020 release of EchoVideo. Transcripts for recordings made before then can be manually downloaded from Zoom (the .vtt file) and manually uploaded into EchoVideo if necessary.

Requirements and Limitations

The requirements for a Zoom integration are:

• The integrated Zoom account must be paid (Pro, Business, Education, API, or Enterprise plan); Zoom Free accounts will not allow this integration.
• EchoVideo can automatically ingest Zoom transcripts along with the media. However, to use Zoom transcripts, you must:
  
  • Have the proper Zoom license / level for this service.
  • Have the Ingest Zoom Transcripts toggle turned on in EchoVideo.
  • Have the Audio transcripts option enabled in Zoom for your cloud recordings. For more information, see the Zoom help article Using audio transcription for cloud recordings.
• Your Zoom account users must have email addresses matching the email addresses of the EchoVideo institution. If there is no matching user, EchoVideo will not copy the recording from Zoom. (see next bullet)
• If your Zoom integration uses email addresses other than those used by EchoVideo, have your Instructors add the alternate email address to their Zoom settings.
• Administrators can also edit users' profiles to view and control their opt-in/opt-out and alternate email address settings.
• Zoom meetings must be configured to record in the cloud, not on the local machine.

  NOTE: EchoVideo does not remove recordings from the Zoom Cloud. Instead, EchoVideo copies them to users' libraries, meaning they will remain in both places until removed. For this reason, you may want to adjust your recording retention settings in Zoom to reduce storage.

See below for the other recommended settings and priority order for EchoVideo ingest of Zoom recordings. As an administrator of the Zoom account, you can set these defaults at the account level to reduce the potential for user configuration errors.

The limitations of the Zoom integration are:

• While multiple parts of a meeting (part 1 / 3, part 2 / 3, and part 3 / 3) will be ingested into EchoVideo, they are still separate files / recordings; they are not stitched together. This applies to instances where the recording was stopped and restarted multiple times within a meeting instance.
• EchoVideo can only ingest one of the recording file types, even if multiple file types exist for each meeting. For example, Zoom might generate an MP4 (video) and an M4A (audio) file separately, but EchoVideo will pull only one. See below for the recording type order used.
• If your Zoom meetings include transcripts and you use the EchoVideo ASR transcription service for media, EchoVideo will not automatically send the Zoom meetings for ASR transcripts. Administrators can request ASR transcripts for individual Zoom recordings if necessary. See also Enabling or Disabling Zoom Transcript Ingestion.
• Zoom meetings longer than 8 hours will not be copied into EchoVideo. If appropriate, they must be manually downloaded / uploaded into EchoVideo.
• Zoom recordings greater than 5GB will not be copied into EchoVideo. If appropriate, they must be manually downloaded / uploaded into EchoVideo.
• As stated in the requirements list, if the user making the Zoom recording (meeting host or owner) does not have an email address that matches their EchoVideo email address or a configured alternate Zoom email address, the recording will not be auto-copied into EchoVideo.

Integration configuration is on the system side and must be done by the EchoVideo Admin and Zoom Account Admin. If you want to know how it works, see How Zoom Integration Works at the bottom of this page. Also, refer users to the Zoom Integration for Instructors article to ensure they know the integration and what they may need to do to make it work (depending on the Zoom configuration, very little).

After configuration, see Step 3: Enable Cloud Recordings of Zoom Meetings below to ensure your Zoom account users' meetings can be recorded to the Zoom cloud.

Step 1: Generate Zoom Configuration Token

The EchoVideo configuration is to generate a Zoom Token to use in the EchoVideo App in Zoom. The token authorizes Zoom to copy recordings into EchoVideo and identifies the institution to which the recording belongs.

If you have an existing Zoom configuration and need to upgrade it for new features, see Upgrading Your Zoom Integration. You do not need to remove and re-add your existing token to upgrade.

To generate a Zoom configuration token

1. Log into EchoVideo as an administrator.
2. Click the Settings icon in the upper-right corner of the screen.
3. From the Settings menu, select Institution Settings.

   General settings appears and Basic Info is selected by default.

4. Click Integration.
5. Select Zoom.
   
6. Click Add Configuration.
   

   The Create Zoom Configuration dialog box appears.

   
7. Give the configuration a name. If you are integrating a single Zoom account, you can identify this as the Zoom account. If you have multiple Zoom accounts, name the configuration appropriately.
8. Click Save.

The configuration entry appears with the Name and a Configuration Token. Click the Copy icon to copy the token value for the next procedure.

Step 2: Install and Configure the EchoVideo App

As stated above, the EchoVideo App for Zoom is simply an integration, not an app. When you install the EchoVideo app for Zoom, you add it and its integration capabilities to your Zoom account.

If you have an existing Zoom configuration and need to upgrade it for new features, see Upgrading Your Zoom Integration.

To install / configure the EchoVideo app for Zoom

1. From the EchoVideo Zoom configuration page, click the Zoom Marketplace button.
2. On the EchoVideo App page that appears, click Sign in to Add.
3. Log into your Zoom account as a Zoom account administrator.
4. Click Agree to indicate that you have read and agree to Zoom's Marketplace Terms of Use.
5. On the EchoVideo App page, click Add.
6. When prompted, paste the Zoom Configuration Token copied from EchoVideo.
7. Complete the installation / configuration steps as requested by Zoom.

If you want to ensure that future Zoom recordings by your account users are recorded to the Cloud instead of locally, consider setting Record to Cloud as the meeting default in Zoom (see Step 3 below). Recordings to the local machine cannot be automatically uploaded to EchoVideo via this integration. Users can manually upload these recordings if appropriate.

EchoVideo will not ingest existing recordings in the cloud; only newly generated Zoom cloud recordings will have automatic upload applied to them.

Step 3: Enable Cloud Recordings of Zoom Meetings

Zoom administrators may want to configure your account so that all Zoom recordings are automatically recorded to the Cloud (which allows EchoVideo to retrieve the copy automatically). There is also an option to lock the Cloud setting so that users cannot change it to record locally.

Individual Instructors can also opt out of automatic meeting ingestion. So you, as the administrator, can set all Zoom recordings to be recorded in the cloud for automatic ingestion. Still, instructors can restrict EchoVideo from retrieving their meeting recordings as needed. This is done through each user's Account settings page.

To enable (and / or force) cloud recordings of Zoom meetings:

1. Log in to your Zoom account as an administrator.
2. Click Account Settings.
3. Navigate to the Recording tab and enable (or verify) the Cloud Recording setting.
4. Optionally, to make this setting mandatory and un-editable by users in your account, click the Lock icon, then click Lock to confirm the setting.

Users initiating new Zoom meetings or engaging in scheduled ones will now have their recordings automatically posted to the Cloud (or will have the option).

Recording to the cloud is required for EchoVideo to obtain the recordings automatically.

Cloud Recording Settings and Order of Ingest

Zoom Cloud recording has several recording settings options, as shown in the figure below. Be sure you have Cloud recording enabled, or EchoVideo cannot retrieve the recordings.

In addition to the video recording settings discussed below, if your Zoom license provides them, enable Audio transcript for your Zoom Cloud Recording settings. EchoVideo will automatically ingest the transcript file with the meeting recording if one exists.

For the normal two-channel speaker view with display / shared screen experience, be sure to enable Record active speaker with shared screen option. The figure below shows this enabled.

While the shared screen with speaker view is normally selected, you can select others. EchoVideo has a priority level for retrieving these recordings from Zoom, in that we only pull in one type for each meeting recording. That priority is:

• Shared screen with speaker view: MP4 file with audio and video showing both active speaker view and shared content.
• Shared Screen: MP4 file with audio and video showing the shared screen only.
• Shared screen with gallery view: MP4 file with audio and video showing both gallery view and shared content.
• Active Speaker: MP4 file with audio and video showing the active speaker view only.
• Gallery View: MP4 file with audio and video showing the gallery view only.

Finally, EchoVideo will retrieve multiple parts of a single meeting instance. This means that if the meeting recording has to be stopped and restarted by accident or because of technical issues for users, EchoVideo sees that the meeting has separate parts and will pull all parts (of the exact recording type). For example, a class recording has three parts; EchoVideo sees Part 1 / 3, Part 2 / 3, and Part 3 / 3, pulls all three recordings, processes them, and places them in the host's library.

If you have enabled Record active speaker, gallery view, and shared screen separately, be sure you also have one of the above-listed options enabled. EchoVideo can only pull a single recording type for any given meeting. If you are recording the speaker, gallery view, and shared screen separately, the ingest will have only one of these three recordings.

Enable Minimum Duration

Users now have the option to set a minimum duration for all recorded meeting parts from Zoom. This setting will publish all recordings of the specified length between pauses.

The minimum duration is only applied if Publish all meeting parts to linked sections is enabled. Once enabled, it will only apply to meetings with multiple segments. Meetings without multiple segments shorter than the minimum duration will still be ingested and published.

To enable enforcing a minimum duration

1. Log into EchoVideo as an administrator.
2. Click the Settings icon in the upper-right corner of the screen.
3. From the Settings menu, select Institution Settings.

   General settings appears and Basic Info is selected by default.

4. Click Integrations.
   
5. Navigate to Zoom and enable Enforce Minimum Duration, as shown in the figure below.
6. Click Save.

With this enabled, EchoVideo will only ingest content equal to or longer than the duration set.

Publish All Meeting Parts to Linked Sections

Users now have the option to set a minimum duration for all recorded meeting parts from Zoom. This setting will publish all recordings of the specified length between pauses.

The minimum duration is only applied if Publish all meeting parts to linked sections is enabled. Once enabled, it will only apply to meetings with multiple segments. Meetings without multiple segments shorter than the minimum duration will still be ingested and published.

To enable publishing all meeting parts to a linked section

1. Log into EchoVideo as an administrator.
2. Click the Settings icon in the upper-right corner of the screen.
3. From the Settings menu, select Institution Settings.

   General settings appears and Basic Info is selected by default.

4. Click Integrations.
   
5. Navigate to Zoom and enable Publish all meeting parts to linked sections, as shown in the figure below.
6. Click Save.

With this enabled, meeting parts of the specified time will automatically post to the Cloud.

How Zoom Integration Works

The EchoVideo App is a Zoom listener. Whenever a cloud recording is complete for a Zoom account where an EchoVideo App is installed, Zoom sends the EchoVideo App a message with Hey, there is a completed recording here. This is why only cloud recordings of Zoom meetings will work.

Because of the Zoom Configuration token, the EchoVideo App knows what institution it needs to be talking to. The EchoVideo App looks at the recording and looks at the Zoom account the recording is associated with (the Zoom user logged in or to whom the meeting belongs). If that account has the same email address as a user in the EchoVideo institution, the app pulls the recording. It uploads it into EchoVideo, with that user as the owner of the media. That user will see the recording in their Library. Admins can, as always, see all recordings in their institution.

If the app cannot find a matching user email address in the institution, it will ignore the recording. Users can download the Zoom recordings and upload them into EchoVideo if appropriate. This means that if your Zoom users have generic Zoom logins they use rather than ones specific to them, you will want to create corresponding users in EchoVideo (using the generic login email address) to receive these recordings. As an Administrator, you may need to change the ownership to an actual EchoVideo user or publish the recordings on request if the generic user(s) are not actual people.

Finally, as stated earlier on this page, EchoVideo can pull only one type of recording for each meeting and uses the priority listed above. If the meeting has multiple parts, EchoVideo will ingest all of the parts of the single meeting of the same type. If a meeting recording was stopped and restarted during the same meeting instance, all recorded parts are pulled into EchoVideo for that user. Those parts are not consolidated; they exist as separate files / media.