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The Zoom connector indexes the transcript of each cloud-recorded meeting and webinar. Point it at meeting or webinar IDs, host emails, or a Zoom Group. With Sync with Zoom, each transcript is visible only to the people who can watch the recording in Zoom.

Before you begin

You need:
  • An Onyx administrator account.
  • A Zoom account on a Pro plan or higher, and a Zoom user who can build apps on the App Marketplace: the account owner, or an admin with the Server-to-Server OAuth app permission.
  • Audio transcript turned on in Zoom’s cloud recording settings. Zoom only creates a transcript for recordings made after you turn it on.
  • The Webinar add-on, if you index webinars.
  • For permission sync, the Onyx Enterprise Edition.

Create a Zoom app

1

Build a Server-to-Server OAuth app

Sign in at marketplace.zoom.us and open Develop → Build App. Choose Server to Server OAuth App and give it a name, such as “Onyx”.Zoom's app type chooser, with Server to Server OAuth App as one of the choices
2

Copy the credentials

On App Credentials, copy the Account ID, Client ID, and Client Secret. Onyx needs all three.The App Credentials page, with the Account ID, Client ID, and Client Secret
3

Fill in the Information tab

Enter a short description, your company name, and a developer contact. Zoom does not activate an app without them.
4

Add the scopes

On Scopes, select Add Scopes. Search for each scope below, tick it, and select Done.The Add Scopes dialog, filtered to the cloud_recording:read scopesAdd these scopes:
  • cloud_recording:read:list_user_recordings:admin
  • cloud_recording:read:list_recording_files:admin
  • user:read:list_users:admin
  • group:read:list_members:admin
  • meeting:read:meeting:admin
  • meeting:read:past_meeting:admin
  • meeting:read:list_past_instances:admin
  • webinar:read:webinar:admin
  • webinar:read:list_past_instances:admin
For Sync with Zoom, also add:
  • cloud_recording:read:recording_settings:admin
  • cloud_recording:read:list_recording_registrants:admin
  • user:read:user:admin
  • user:read:settings:admin
All of them are read-only. Onyx never changes anything in Zoom.
5

Activate the app

On Activation, select Activate your app.The Activation tab, showing the app is activated on the account

Configure the connector in Onyx

1

Open the Zoom connector

Go to Admin Panel → Add Connector and select Zoom under Meetings.
2

Pick the Zoom plan

Under Zoom Plan, choose pro on a Pro account, or business_plus on Business, Education, Enterprise, or Partner. This sets how fast Onyx may call Zoom.
3

Add the credential

Under Authentication Account, select New Zoom Account. Enter the Zoom Account ID, Zoom Client ID, and Zoom Client Secret from your Zoom app, then select Create.The Zoom setup page in Onyx, with the Zoom Plan field and the New Zoom Account form
4

Test the connection

Select Start Checks. Onyx checks the credential and the scopes against Zoom and reports anything Zoom refuses.
5

Choose what to index

Under Connector Content, fill in any of these:
  • Meeting IDs and Webinar IDs: the numbers from the session’s invitation, one per entry.
  • Host Emails: every recording these people host.
  • Zoom Group ID: every recording the group’s members host. Find the ID in User Management → Groups in the Zoom web portal.
Turn off Include meetings or Include webinars to leave one session type out.The Connector Content section of the Zoom setup page
6

Choose who can see the transcripts

Under Connector Settings, name the connector and set Document Access:
  • Everyone in Your Organization: every Onyx user can see every transcript.
  • Specific Groups: only the Onyx groups you name.
  • Sync with Zoom: each transcript is visible to the people who can watch the recording in Zoom. See Permission sync.
The Document Access options on the Zoom setup page
7

Set a start date and create

Under Schedule, set Index Documents After. Without a date, the first run reads your whole recording history, which can take a long time. Then select Create Connector.

Permission sync

With Sync with Zoom, Onyx reads each recording’s Link access setting in Zoom and grants the transcript to the same people. The recording’s owner can always see it. The Share dialog of a Zoom cloud recording, with its Link access setting People who registered to watch a recording can see its transcript in every case. Onyx rereads the settings every 6 hours.
To limit every transcript to its owner instead of Everyone, turn off Treat link access as public in the connector settings.

Troubleshooting

The error says Zoom refused to issue a token. Either the app is not activated, or one of the three credentials is wrong. Activate the app on its Activation tab, then copy the Account ID, Client ID, and Client Secret again.
The error names the scope Zoom denied. Add that scope on the app’s Scopes tab, then run the check again.
The host has no Webinar add-on, so Zoom refuses every webinar request. Assign the add-on in Zoom, or turn off Include webinars.
Onyx found no active Zoom user with that email. Check the spelling, and check that the user is still active in Zoom. A deactivated or deleted user does not match.
The recording has no audio transcript, or Zoom is still processing it. Turn Audio transcript on in Zoom’s recording settings; only recordings made after that get a transcript.
The recording uses Only people with access. Zoom’s API does not share that list, so Onyx grants the owner only. Share the recording with your account or a domain instead, or set the connector’s Document Access to Everyone in Your Organization.