Difference between revisions of "Zoom integration end user guide"

(Created page with "=Zoom integration end user guide= <hr> {{KB|||{{ZCS 9.0}}|||}} {{WIP}} ====Zoom integration end user guide==== This integration offers you the opportunity to connect your Z...")
 
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=Zoom integration end user guide=  
 
=Zoom integration end user guide=  
 
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====Zoom integration end user guide====
 
 
This integration offers you the opportunity to connect your Zoom account to Zimbra so that you can automatically create a Zoom Meeting linked to your calendar event. Any changes made to your calendar event will be reflected in the Zoom meeting automatically.
 
This integration offers you the opportunity to connect your Zoom account to Zimbra so that you can automatically create a Zoom Meeting linked to your calendar event. Any changes made to your calendar event will be reflected in the Zoom meeting automatically.
  
 
====Activate the Zoom Zimlet====
 
====Activate the Zoom Zimlet====
  
=====Click on the Settings button.=====
+
 
=====Click on Settings.=====
+
* Click on the gear icon and then on 'Settings'
 +
 
  
 
[[File:Zoom-02-settings.png|800px|middle]]
 
[[File:Zoom-02-settings.png|800px|middle]]
  
 +
 +
* Select 'Zoom Integration'
  
  
=====Click on Zoom Integration.=====
 
 
[[File:Zoom-05-zoom-settings.png|800px|middle]]
 
[[File:Zoom-05-zoom-settings.png|800px|middle]]
  
  
 +
* Click on 'Activate'
  
=====Click on the Activate button.=====
 
  
 
[[File:Zoom-06-activate-zoom.png|800px|middle]]
 
[[File:Zoom-06-activate-zoom.png|800px|middle]]
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=====Sign In to your Zoom account.=====
+
* Sign in to your Zoom account
 +
 
  
 
[[File:Zoom-07-login-to-zoom.png|800px|middle]]
 
[[File:Zoom-07-login-to-zoom.png|800px|middle]]
  
  
 +
* Note that the button now says Deactivate, indicating that you are connected to your Zoom account. Click on 'Save' to exit the 'Settings' screen.
  
======Note that the button now says Deactivate, indicating that your are connected to your Zoom account. Click the Save button to exit the Settings screen.======
 
  
 
[[File:Zoom-08-zoom-is-activated.png|800px|middle]]
 
[[File:Zoom-08-zoom-is-activated.png|800px|middle]]
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====Create a Zoom Meeting for your Calendar Event====
 
====Create a Zoom Meeting for your Calendar Event====
  
=====Select the Calendar tab.=====
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 +
* Select the 'Calendar' tab
 +
 
  
 
[[File:Zoom-09-select-calendar.png|800px|middle]]
 
[[File:Zoom-09-select-calendar.png|800px|middle]]
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=====Click the New Event button in the top left.=====
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* Click the ''New Event' button in the top left
 +
 
  
 
[[File:Zoom-10-new-event.png|800px|middle]]
 
[[File:Zoom-10-new-event.png|800px|middle]]
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=====Fill out the event details; then click the Make it a Zoom Meeting button.=====
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* Fill out the event details; then click the 'Make it a Zoom Meeting' button
 +
 
  
 
[[File:Zoom-13b-make-a-zoom-meeting.png|800px|middle]]
 
[[File:Zoom-13b-make-a-zoom-meeting.png|800px|middle]]
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=====Note that the Location field now contains a Zoom Meeting URL and click the Save button.=====
+
* Note that the 'Location' field now contains a Zoom Meeting URL. Click the Save button
 +
 
  
 
[[File:Zoom-15-save-meeting.png|800px|middle]]
 
[[File:Zoom-15-save-meeting.png|800px|middle]]
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====Edit or Join a Zoom Meeting====
 
====Edit or Join a Zoom Meeting====
  
=====Select the Calendar tab.=====
+
 
 +
* Select the Calendar tab
 +
 
  
 
[[File:Zoom-09-select-calendar.png|800px|middle]]
 
[[File:Zoom-09-select-calendar.png|800px|middle]]
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=====Click on the Event, then click the Edit button.=====
+
* Click on the 'Event', then click on 'Edit'
 +
 
  
 
[[File:Zoom-16-edit-meeting.png|800px|middle]]
 
[[File:Zoom-16-edit-meeting.png|800px|middle]]
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=====To Join the Meeting, click the Join Zoom Meeting button.=====
+
* To join a meeting, click the 'Join Zoom Meeting' button
 +
 
  
 
[[File:Zoom-19-join-meeting.png|800px|middle]]
 
[[File:Zoom-19-join-meeting.png|800px|middle]]
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=====To Edit the Meeting, update the event details and click the Save button.=====
+
* To edit the meeting, update the event details and click on 'Save'
 +
 
  
 
[[File:Zoom-22-edit-meeting.png|800px|middle]]
 
[[File:Zoom-22-edit-meeting.png|800px|middle]]
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====Delete a Zoom Meeting====
 
====Delete a Zoom Meeting====
  
=====Select the Calendar tab.=====
+
 
 +
* Select the 'Calendar' tab
 +
 
  
 
[[File:Zoom-09-select-calendar.png|800px|middle]]
 
[[File:Zoom-09-select-calendar.png|800px|middle]]
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=====Click on the Event, then click the Delete button.=====
+
* Click on the event, then click the 'Delete' button
 +
 
  
 
[[File:Zoom-20-delete-meeting.png|800px|middle]]
 
[[File:Zoom-20-delete-meeting.png|800px|middle]]
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====Deactivate the Zoom Zimlet====
 
====Deactivate the Zoom Zimlet====
  
=====Click on the Settings button.=====
+
 
 +
* Click on the gear icon
 +
 
  
 
[[File:Zoom-01-gear-menu.png|800px|middle]]
 
[[File:Zoom-01-gear-menu.png|800px|middle]]
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=====Click on Settings.=====
+
* Click on Settings
 +
 
  
 
[[File:Zoom-21-deactivate-zoom.png|800px|middle]]
 
[[File:Zoom-21-deactivate-zoom.png|800px|middle]]
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=====Click on Zoom Integration.=====
+
* Click on 'Zoom Integration'
 +
 
  
 
[[File:Zoom-05-zoom-settings.png|800px|middle]]
 
[[File:Zoom-05-zoom-settings.png|800px|middle]]
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=====Click the Deactivate button.=====
+
* Click on 'Deactivate'
 +
 
  
 
[[File:Zoom-21-deactivate-zoom.png|800px|middle]]
 
[[File:Zoom-21-deactivate-zoom.png|800px|middle]]
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====Re-enable the Zoom Zimlet (troubleshooting)====
 
====Re-enable the Zoom Zimlet (troubleshooting)====
=====If you cannot see the Zoom settings, you may need to re-enable your Zimlet.=====
+
If you cannot see the Zoom settings, you may need to re-enable your Zimlet.  
======Click on the Settings button.======
+
 
======Click on Settings.======
+
* Click the gear icon, and then click 'Settings'
 +
 
  
 
[[File:Zoom-02-settings.png|800px|middle]]
 
[[File:Zoom-02-settings.png|800px|middle]]
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=====Click on Add-ons (Zimlets).=====
+
* Click on 'Add-ons (Zimlets)'
  
  
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=====If the checkbox for comzimbrax-zoom is not selected, click it now.=====
+
* If the checkbox for ''com_zimbra_x-zoom'' is not selected, select it now
 +
 
  
 
[[File:Zoom-04b-add-zoom-zimlet.png|800px|middle]]
 
[[File:Zoom-04b-add-zoom-zimlet.png|800px|middle]]
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====== Click on the Save button.=====
+
* Click on the Save button. A message will display asking you to reload. Click the 'RELOAD NOW' link.
======A message will display asking you to reload. Click the RELOAD NOW link.======
+
 
  
 
[[File:1147-3-reload.png|800px|middle]]
 
[[File:1147-3-reload.png|800px|middle]]
 +
  
  

Revision as of 18:45, 16 April 2020

Zoom integration end user guide


   KB 23959        Last updated on 2020-04-16  




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This integration offers you the opportunity to connect your Zoom account to Zimbra so that you can automatically create a Zoom Meeting linked to your calendar event. Any changes made to your calendar event will be reflected in the Zoom meeting automatically.

Activate the Zoom Zimlet

  • Click on the gear icon and then on 'Settings'


Zoom-02-settings.png


  • Select 'Zoom Integration'


Zoom-05-zoom-settings.png


  • Click on 'Activate'


Zoom-06-activate-zoom.png


  • Sign in to your Zoom account


Zoom-07-login-to-zoom.png


  • Note that the button now says Deactivate, indicating that you are connected to your Zoom account. Click on 'Save' to exit the 'Settings' screen.


Zoom-08-zoom-is-activated.png


Create a Zoom Meeting for your Calendar Event

  • Select the 'Calendar' tab


Zoom-09-select-calendar.png


  • Click the New Event' button in the top left


Zoom-10-new-event.png


  • Fill out the event details; then click the 'Make it a Zoom Meeting' button


Zoom-13b-make-a-zoom-meeting.png


  • Note that the 'Location' field now contains a Zoom Meeting URL. Click the Save button


Zoom-15-save-meeting.png


Edit or Join a Zoom Meeting

  • Select the Calendar tab


Zoom-09-select-calendar.png


  • Click on the 'Event', then click on 'Edit'


Zoom-16-edit-meeting.png


  • To join a meeting, click the 'Join Zoom Meeting' button


Zoom-19-join-meeting.png


  • To edit the meeting, update the event details and click on 'Save'


Zoom-22-edit-meeting.png


Delete a Zoom Meeting

  • Select the 'Calendar' tab


Zoom-09-select-calendar.png


  • Click on the event, then click the 'Delete' button


Zoom-20-delete-meeting.png


Deactivate the Zoom Zimlet

  • Click on the gear icon


Zoom-01-gear-menu.png


  • Click on Settings


Zoom-21-deactivate-zoom.png


  • Click on 'Zoom Integration'


Zoom-05-zoom-settings.png


  • Click on 'Deactivate'


Zoom-21-deactivate-zoom.png


Re-enable the Zoom Zimlet (troubleshooting)

If you cannot see the Zoom settings, you may need to re-enable your Zimlet.

  • Click the gear icon, and then click 'Settings'


Zoom-02-settings.png


  • Click on 'Add-ons (Zimlets)'


Zoom-03-add-ons.png


  • If the checkbox for com_zimbra_x-zoom is not selected, select it now


Zoom-04b-add-zoom-zimlet.png


  • Click on the Save button. A message will display asking you to reload. Click the 'RELOAD NOW' link.


1147-3-reload.png



Submitted by: Sandesh Satam
Verified Against: ZCS 9.0 Date Created: 2020-04-16
Article ID: https://wiki.zimbra.com/index.php?title=Zoom_integration_end_user_guide Date Modified: 2020-04-16



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