Best Practice for Zoom User Load

The best practice for the Zoom user load provides you with the information that you need to complete and run the integration successfully, and gain visibility of the data that is ingested by Oomnitza.

The following items are in the package:

• The Integration
  • Zoom SaaS Users Load
• The Business Objects
  • Zoom ID
• The Credentials
  • Zoom User Load
• The Workflows
  • Zoom SaaS Users Role
  • Zoom Delete User

For the integration to run, information such as authorization and integration values, must be added or updated. 

Best practice
For the integration with Oomnitza, create a dedicated user account.

The user that you create for the integration with Oomnitza, must have the correct scopes.

To view information and manage user information, the user must have these scopes: /user:write:admin

To view all user information, the user must have these scopes: /user:read:admin

Update credentials

1. In the AUTHORIZATION tab, complete the following actions:
2. Ensure that OAuth 2.0 is selected.
3. Ensure that Zoom is selected as the SaaS application.
4. Enter your client ID and secret. 
5. Click AUTHORIZE.
6. Click SAVE. 

OAuth with Zoom

Extended Integration for Zoom Users 

Update the integration

1. From the Configuration menu, click Integrations, and then click Integration List View  .
2. Click the integration tile for the Zoom user load.
3. Go to the Connect page and make the following changes:
   • Change the value selected for Integration preference. If this is the first time that you have run the integration, select Create & Update.   
   • To identify who made the integration changes, add a valid username in the Integration user field.
4. Click NEXT.
5. On the Mappings page, click Edit Connector. You can add rules to exclude the user records that you don't want to monitor such as system users and bots.
6. When you complete making your changes, click NEXT until you get to the final page and then click FINISH.

 Add fields to the People view

New fields that are ingested by Oomnitza are not automatically listed on the People page.

Add new fields

1. Click People.
2. Click Add.
3. Click Configure the view .
4. Click + Add Fields.
5. Select the fields that you want to add and click ADD.
6. Click List View Configs .
7. Select the fields.

Tip
If you want to add multiple new fields that are related, create a group in screen builder and add the fields to the group.

Activating the workflow for retrieving the SaaS user role  

By default, the workflow for the SaaS user role is deactivated.

1. From the Configuration menu, click Workflows > SaaS Users.
2. Click the workflow.
3. Edit the Zoom User Role block.
4. Save your changes.