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Installation Documentation

AppOmni for Zoom

AppOmni for Zoom Support Documentation

Congratulations on starting your use of AppOmni for Zoom! We’re here to support you every step of the way.

The intent of this documentation is to answer basic  questions on the installation and usage of AppOmni for Zoom. If you have any questions, please contact Customer Success at the address provided during your onboarding. You will receive an answer from them within one business day.

Installation

  • AppOmni must be installed at the Account-level, not by Zoom end users. To initiate the AppOmni for Zoom connection, you must be a Zoom administrator.
  • In order to install AppOmni for Zoom, you must be a user of the AppOmni platform licensed for Zoom monitoring. If you do not yet have an AppOmni license, please contact our team.
  • To start the AppOmni for Zoom installation process, log in to your AppOmni instance and navigate to the Monitored Services page. Click on the Add Monitored Service button and select the Zoom service type.
  • Complete the Zoom OAuth flow and you will be returned to the AppOmni platform. This completes the connection process between AppOmni and Zoom.

 

Setting up your first Policy

  • Once you have connected your Zoom Account, you can write your first policy. If you need any help with this or want to discuss best practices, please feel free to schedule time with our Customer Success team.
  • To start writing a policy, navigate to the Policies section of the AppOmni platform from the left-hand navigation bar.
  • Click on the Service Config Policies tab at the top of the Policies screen and click Add Policy + to start writing your first policy. Select Zoom as the service type for this policy and enter the name you wish to refer to the Policy by. Click Save & Configure.
  • To target your newly connected Zoom Account with this Policy, click on the large icon next to the Monitored Services heading on the Policy information page. From there, select your newly connected Zoom Account. Unless you renamed the Monitored Service, it is likely called Zoom Monitored Service 1 in the dropdown. Click on this Monitored Service to add it to the policy.
  • Add as many Rules to the Policy as you would like. These Rules can describe expected/required values for Account Settings, Group Settings, Role Permissions, etc.
  • Once you have added Rules, click the Scan button in the upper-right of the Policy information screen to start scanning your Zoom Account. As soon as the scan completes, any issues in violation of your Policy will be shown in a red icon on the Policy information screen.

 

Uninstalling AppOmni for Zoom

  • The simplest way to uninstall AppOmni for Zoom is to delete the Zoom Monitored Service. You may do so from the Monitored Service Details page for the Zoom Account you wish to remove.
  • Deleting the Zoom Monitored Service will immediately delete all AppOmni data about that Monitored Service and its users. This action cannot be undone.
  • Please note that upon deleting the Zoom Monitored Service, AppOmni will immediately stop making any API calls to Zoom about the linked Account. However, AppOmni will continue to receive webhook data from Zoom until AppOmni is uninstalled from the Zoom App Marketplace dashboard. AppOmni will ignore these webhooks about deleted services and will not store any data.

Uninstalling AppOmni for Zoom – Zoom Marketplace

  • Log in to your Zoom Administrator account and navigate to the Zoom App Marketplace.
  • Click Manage Installed Apps and select the AppOmni app.
  • Click Uninstall.
  • If data retention is not indicated as allowed, within 10 minutes of this request, AppOmni will delete all data about the Zoom Monitored Service. This action cannot be undone.

 

Getting Help

If you need assistance connecting or configuring AppOmni for Zoom with your Zoom Account, we’re here to help!

Please contact AppOmni Customer Success using the dedicated email address you received for your account. If you do not have access to that address, you can contact our support team via zoom-help@appomni.com. AppOmni Customer Success is available 9a-5p Pacific, Monday-Friday. We will reply to you within one business day to answer your question or get additional information from you in order to route your request to the right team.

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