Configure the Zoom Integration

1. Navigate to marketplace.zoom.com and sign in.
2. From Develop, select Build App.
3. Click Server to Server OAuth App.
4. Enter an App Name for your EMS integration app and click Create.

5. From the App Credentials page, copy the contents of Account ID, Client ID, and Client Secret fields and store them in a separate location that you can access later.

   You will need this information later to configure the Zoom integration in the EMS Platform Services Admin Portal.

6. On the Information page, enter the following information.

   • App Name – name of your EMS integration app
   • Short Description – description for your EMS integration app
   • Company Name – your company's name
   • Name – your developer's name
   • Email – the developers email
7. Click Continue.

8. Do not enable Event Subscriptions.

9. To add scopes:

   1. Select the Scopes tab.
   2. Click the +Add Scopes button.
   3. On the Add scopes dialog, select the Meeting tab in the Product column.
   4. Select the View all user meetings field.
   5. Select View a Meeting.
   6. Select the View and manage all user meetings field.
   7. Select Create a meeting for a user.
   8. On the Add scopes dialog, select the User tab in the Product column.
   9. Select View all user information.
   10. Select View a user.
   11. Click Done.
   12. Enter a scope description.

   13. Click Continue.

   You need to add this scope at the minimum.

10. Click Activate your app.

Before you start this procedure you need to configure Zoom with EMS.

1. Navigate to the EMS Platform Services page.

2. In the left menu, select Conferencing.

3. Expand the Zoom Video Configuration pane.

   This pane is available only if you have a valid license.

4. Complete the Zoom Video Configuration fields.

   • Client ID – value saved from the initial Zoom configuration

   • Client Secret – value saved from the initial Zoom configuration

   • Account ID– value saved from the initial Zoom configuration

The Zoom Integration can be globally enabled or disabled in the EMS Desktop Client and individually on Everyday User Process Templates.

The Zoom Integration is available on Exchange-enabled and Google Workspace enabled Everyday User Templates.

1. Navigate to System Administration > Settings > Parameters > Everyday User Applications.

2. Select Enable Zoom Integration.
3. Click Edit.
4. Set Description to Yes.
5. Click OK.
6. Click Close.

Changing the parameters on a template level will override the global settings.

You have to clear the cache in EMS Platform Services before making any parameter changes.

1. In the EMS Desktop Client, navigate to Configuration > Everyday User Applications > Everyday User Process Templates.

2. Click New for a new process template or double-click an existing process template to edit settings.

   The Template dialog appears.

3. In the Everyday User Application Settings pane of the Process Templates tab, select the Enable Integration to Microsoft Exchange field.

   For Google Workspace environments, select Enable Integration to Google Workspace.

4. Navigate to the Parameters tab.

5. In Filter, type "Zoom" to filter the parameters.

6. Select the Enable Zoom Integration parameter.

7. Click Edit.

   The Edit Parameter dialog opens.

8. In Enable Zoom Integration, select Yes.
9. Click OK.
10. InEveryday User Process Template, click OK.
11. Click Close.