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Zoom setup for Compliance Manager connector

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Follow the instructions on this page to enable the connection between your Zoom account and the Compliance Manager connector for Zoom.

Zoom must authenticate each HTTP request made to the Zoom API. Zoom supports different authentication methods. Compliance Manager connectors use the Server-to-Server OAuth app, which enables you to securely integrate with Zoom APIs and get your account owner access token without user interaction. This is different from the OAuth app type, which requires user authentication. This app type is added and managed across an account by account admins. This app type also enables you to utilize event subscriptions using Webhooks.

Tip

If you're not an E5 customer, use the 90-day Microsoft Purview solutions trial to explore how additional Purview capabilities can help your organization manage data security and compliance needs. Start now at the Microsoft Purview compliance portal trials hub. Learn details about signing up and trial terms.

Setup steps

1. Enable permissions

The user who handles the connector activation process for Zoom needs view and edit permissions so that they can set up a Server-to-Server OAuth app in Zoom. The administrator must enable the Server-to-Server OAuth app role by going to User Management > Roles > Role Settings > Advanced features and selecting the View and Edit checkboxes for Server-to-Server OAuth app. See Zoom's Using role management for details.

2. Create a Server-to-Server OAuth app

Follow the steps below to create a Server-to-Server OAuth app to use with account credentials.

  1. Sign in to your Zoom account and go to the Zoom App Marketplace: https://marketplace.zoom.com/develop/create.
  2. From the Develop drop-down menu, select Build application.
  3. Find the Server-to-Server OAuth app type card, then select Create.
  4. Enter a name for your app, then select Create.
  5. On the App credentials page: View and copy your Account ID, Client ID and Client secret.

    Tip

    You'll enter these credendials when activating the Zoom connector in Compliance Manager. The client secret expires one hour after you generate it, so you may want to activate the Zoom connector in Compliance Manager soon after creating the Server-to-Server OAuth app.

  6. On the Information page: Add information about your app, such as a short description and developer contact information (name and email address is required for activation).
  7. On the Feature page: Set the toggle to your preferred setting for event subscriptions. If enabled, choose the event subscriptions you'd like to use.
  8. On the Scopes page: If you have the role permission to add scopes, add any scopes that you’d like to enable. Choose Add Scopes to search for and add scopes. Select the required scopes listed below, which are required for Microsoft APIs:
    • user:read:admin
    • account:read:admin
  9. On the Activation page: Select Activate your app. Your app should be activated. If you see errors preventing activation, address them and retry the activation. You won't be able to generate an access token to make API calls unless your app is activated.

If your app is deactivated, existing tokens will no longer work. You can also choose to deactivate your app in this section.

3. Activate connector in Compliance Manager

When you activate a Zoom connector in Compliance Manager, you'll provide your Account ID, Client ID, and Client secret. Once you validate the connection during the connector activation process, you're all set up and ready to begin using the connector. Get details at Working with connectors in Compliance Manager.

You can always retrieve your app credentials by following these steps:

  1. From the Zoom App Marketplace, select Manage in the upper right corner.
  2. Select the app you created in step 2 above.
  3. On the App credentials page, select Copy next to the credentials you need to copy.