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This feature was added in RX version 2022.2 - April |
The Zoom Integration allows you to link Zoom Rooms and ResourceXpress.
Prerequisites
ResourceXpress v2022.2 or above with an Exchange or Hybrid Licence.
ResourceXpress user account with System Settings and Resource List access.
Zoom account with Admin access to Room Management.
1 or more Zoom Rooms connected with an Exchange Mailbox.
Zoom Configuration
Room Settings
For each room that is Zoom Room that is going to be connected with ResourceXpress, the Room Check-In and Check-Out is a required setting to allow RX and Zoom to communicate with each other correctly.
Navigate to https://zoom.us/location.
This can also be accessed by navigating to Zoom Rooms found nested under Room Management in the Admin section of the Zoom menu
Select Edit for the Zoom Room you want to connect with RX.
Then navigate to Setup found under the Rooms Profile tab.
Under the Setup header enable Room Check-in and Check-out.
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If the Check-in/out option is not being used in RX this value still needs to be enabled for Zoom |
These settings will need to be configured to match the Check-in and Check-out settings configured in ResourceXpress.
The “Allow participants to check-in ** min before meeting start time” value needs to match the Check-In Starts value set in RX. The default for RX is 15 minutes.
The “Release room after ** min of no check-in or Zoom Room activity“ value needs to match the Check-In Ends value set in RX. The default for RX is 15 minutes.
The RX values can be found in under the Check-In header of the Interactive tab for either System Settings, Location-based or Profile Settings.
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If you have Check-in turned off in RX you must set both values for the Zoom Room check-in to 0 (zero). |
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If you do not have Auto-cancellation turned on in RX set the “Release room after ** min of no check-in or Zoom Room activity“ value to 99. |
The “Remove recurring meeting series after instance” setting is optional.
Thisoption is similar to the No Show Policy available in RX. If enabled ResourceXpress, all future bookings of a series will be cancelled after 3 No Shows in a row.
Once configured click Save.
Repeat for each Zoom Room that you are integrating with ResourceXpress.
Zoom JWT API App
Navigate to https://marketplace.zoom.us/develop/create.
Create
In the JWT app type, click Create.
Give the new App a relevant name.
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Only 1 JWT app can be created per account. |
App Information
Fill in the required fields.
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You can use this RX Icon image for the App icon. Click the image to view full size, then use the download button in the top right. |
Click Continue.
App credentials
Take note of API Key and API Secret. These will be needed later.
Click Continue.
App features
Enable Event subscriptions.
Then click Add Event Subscription
Add an optional Subscription name.
For the Event notification endpoint URL enter the API URL for your server, similar to below.
https://<your-server-address>/Api/Zoom/Notification
Click Add Events.
Select Zoom Rooms from the list on the left.
Tick options Zoom Room Checked In and Zoom Room Checked Out.
Click Done.
Click Continue.
App Activation
You should now see a message that says “Your app is activated on the account”.
If it is not activated click Activate.
The Zoom Rooms side of the configuration is now complete.
RX Configuration
Navigate to your ResourceXpress Admin Dashboard.
System Settings → Zoom API Credentials
From the top menu select Administration Settings, then System Settings.
Under the Resource Server tab, ensure Exchange is selected for the Booking System option.
Scroll down to the Zoom Room Integration section.
Set the Enable Zoom Room Integration option to Yes.
Enter the API Key and API Secret, that we created earlier, into their respective fields.
Click Save.
This option can also be configured using Location-based Settings.
Location-based System Settings
Resource Profile
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This next step needs to be repeated for each resource profile in RX which needs to be linked to a Zoom Room. |
Navigate to the Resource List.
From the top menu select Administration Settings, then Resource List.
If you do not already have Resource Profiles created check out our guide on Profile creation.
Create & Edit Resource Profiles
Find a resource profile that you are going to link with the Zoom Room. Then open the Profile Settings using the Edit (
) icon.
Select the Connection Properties tab.
Ensure that the Booking System is set to Exchange.
The Resource Email must be the same mailbox email address that is used for the Zoom Room.
Tick Yes to Enable Zoom Room.
Use the List Rooms button to the right of the Zoom Room Id field.
A list of all the available Zoom Rooms will be displayed.
Click the correct Zoom Room to link with this Resource Profile. You will see the ID for the Zoom Room now displayed in the Zoom Room Id field.
At the bottom of the screen click Save.
This Resource Profile has now been linked with the Zoom Room.
Using the Integration
Now that the ResourceXpress Profiles have been linked to the Zoom Rooms, ResourceXpress and Zoom can now communicate with each other.
Creating Bookings
Bookings created from either system will now display on both ResourceXpress and Zoom devices.
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Bookings created from ResourceXpress will not include a Zoom Video Meeting/Link. |
Check-In to Bookings
Checking in or Starting a Zoom Meeting from the Zoom device will automatically Check-In for ResourceXpress as well.
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Checking in from ResourceXpress will not automatically start the Zoom Meeting. |
Check-Out of Bookings
A Check-Out can be actioned from either ResourceXpress or Zoom devices.