All Knorish paid plans have built-in Teams integration which you can use to conduct live sessions. However, there could be some uses-cases where you may need to connect your own zoom license. This feature allows you to connect your own Zoom account with Knorish and use it for conducting live sessions and webinars.
Table of contents
- Important notes
- When do you need to integrate your zoom?
- Get zoom license
- Setting up users/hosts on Zoom
- Create General App (aka Zoom Meeting SDK App)
- Create Zoom Server to Server OAuth App
- Verify Integration on Knorish
- Test your integration
Important notes
- To complete the Zoom integration, a paid plan for Zoom is required as this process involves adding a user or host on Zoom, which is only available with their paid plan.
- Knorish's built-in Teams integration and your Zoom integration can work together. When going live, you will have the option to choose between Teams or Zoom.
- If you would like to conduct a webinar, your zoom license should have a webinar feature purchased.
- If you want to run 2 concurrent live sessions (meeting or webinar), you will need to enter two users/hosts account details when integrating your zoom.
When do you need to integrate your zoom?
Knorish built-in Teams integration works best in most cases. However, if you have a custom use case or requirement where Zoom is a better fit, you can integrate your Zoom account with Knorish. For more details, please read this guide https://support.knorish.com/support/solutions/articles/153000218569-how-to-conduct-live-sessions-meetings-or-webinars-using-microsoft-teams-by-knorish-your-zoom-accoun
Get zoom license
Purchasing a Zoom license is easy. Visit https://zoom.us and sign up for free. After signing up, click to buy licenses. During the purchase, you will be asked to select the number of users.
Setting up users/hosts on Zoom
Once you have purchased a Zoom users/hosts license, you will need to set up users, also known as hosts, on Zoom. Zoom requires each user to be a physical user and therefore requires a valid email ID for verification purposes. Without verifying the user account through the email link sent by Zoom, you cannot use that user account directly or on Knorish by integration. This restriction is imposed by Zoom to ensure the authenticity of the user accounts.
If you want to host two live sessions simultaneously (meeting or webinar), you will need to purchase two licenses from Zoom. After that, create two user/host accounts on Zoom and update the details of these users on the Knorish Zoom integration page. Let's walk through the process step by step.
Step 1: Open your Zoom Account by going to https://zoom.us/account/user/ page and select User Management > Users.
- On this page click on the "Add Users" button, this will open a popup where you need to enter a list of users for whom you have purchased zoom licenses. Please note, these email ids should be working email ids, as zoom will send verification emails that you need to verify.
- Make sure to select the Licensed user type and click on the checkboxes "Large Meeting" and "Zoom Webinar", this will vary based on the license you may have purchased.
- In the end, click on the "Add" button, and this will send email verification to all the users you have added. You must need to verify email ids to start using these user accounts for concurrent live session use-case.
Step 2: Once you have added users on zoom and verified their emails. Open users page and then click on user's email to see this page.
When you click on the email, you will be redirected to the page below, where you can see the Host ID in the URL.
Similarly, you need to list all user's email and their Host IDs and then use them on Knorish dashboard as given below.
Step 3: Paste user's email and Host ID on Knorish dashboard, refer to below screenshot.
Create General App (aka Zoom Meeting SDK App)
If you want to conduct Zoom meetings or webinars directly in a web browser during your course delivery, this feature is extremely useful because participants won't need to install the Zoom app on their devices. To set this up, simply follow the steps below.
Step 1: Open URL https://marketplace.zoom.us/ to create a Zoom App, then select "General App" and click to create it.
Step 2: Enter the app name, such as "Knorish Zoom Integration," and select the app environment as "Development." Refer to the screenshot below. We are selecting "Development" because our use case is to use it to stream meetings or webinars inside the browser on the Knorish course delivery page.
Step 3: Copy Client ID and Client Secret and paste it on Knorish dashboard as given below.
Step 4: On the 'Embed' page, turn ON "Meeting SDK" and "Use Device OAuth" checkboxes.
Step 5: And that's all that's required here. You may not need to publish this app, as we will use it to privately authenticate users for meetings within the browser on the Knorish course delivery page.
Create Zoom Server to Server OAuth App
To integrate Zoom with Knorish, you will need authorization keys which can be obtained by creating a Zoom app. Let's go through the process step by step.
Step 1: Open URL https://marketplace.zoom.us/ to create a Zoom App, then select "Server to Server OAuth App" and click to create it.
Step 2: Enter the app name such as "Knorish Zoom Integration" and you will be redirected to the App Credentials page.
Please copy the Account ID, Client ID and Client Secret, and save them in a notepad. At the end click on the "Continue" button.
Step 3: Enter basic information about your app like description, company name, developer name, and developer email address as given below and then click on the "Continue" button.
Step 4: Now you are on the "Feature" page, this is one of the pages where you need to be cautious while completing the details.
- Copy 'Secret Token' and save in notepad.
- Turn on the Event Subscriptions, enter the subscription name "Webhook to Knorish" and event notification endpoint URL (this is your Knorish website URL which should end with https://{{subdomain}}.knorish.com/webhook/zoom). Replace the {{subdomain}} in the given URL.
- After this, you need to add the events listed below:
- Select Meeting and then click on the checkbox "End Meeting"
- Select Webinar and then click on the checkbox "End Webinar"
- Select Recording and then click on the checkbox "All Recordings have completed" and "Recording Started"
- After that, click the "Save" button. At this point, you don't need to validate the webhook that was created; we will do it at the end when we paste all the keys saved in the notepad.
At the end make sure to click on "Save" and then click on "Continue".
Here’s a screenshot of the event types for your reference.
Step 5: Now you are on the "Scopes" page, this is another page where you need to be careful. Click on "Add Scopes", this will open a popup.
Now you need to select everything inside Meeting, Webinar, Recording and User. At the end click on "Done" and then click on "Continue".
Step 6: Now you are on the "Activation" page, here notice a warning visible which needs to be resolved.
Step 7: Now paste everything you had saved in notepad on Knorish dashboard, refer to below screenshot.
Step 8: Now click on 'Save' on knorish dashboard, don't click on 'Save and Verify Integration' as this will fail because our Zoom Server-To-Server app is not activated and published yet.
Step 9: After saving the details on Knorish dashboard, let's open Server-To-Server app to verify the webhook endpoint and then active the app.
That's how you can validate then webhook endpoint.
That's how you can activate the app.
Verify Integration on Knorish
Now it's time to click on 'Save and Verify Integration' on Knorish dashboard.
Test your integration
After completing all the steps, we recommend testing the Zoom integration on the Knorish dashboard. You should validate both use cases:
- Launch the Zoom app when a user joins a meeting.
- Launch the meeting on course delivery.
Let us know if you need any help.
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