Thank you for joining us in this journey to happier meetings.
With this guide we are going to take you through the most common steps to follow in order to successfully set up Zoom in your environment for your Proof of Concept.
This article covers:
- Network configuration and client installation
- Preliminary Admin tasks
- Advanced Admin tasks
- Who to contact?
Establishing success criteria
In order to get the most out of this POC we would recommend taking some time to think at what are the success criteria for this POC.
Please document these criteria and make sure to review them throughout the POC to ensure everything you wished to achieve has been achieved.
Network configuration and client installation
Here are some basic steps you would need to follow for the very first time to ensure you are on your way to a successful POC.
- Ensure that these system requirements, as well as these network requirements, are met.
- Download and install the desktop client for your Windows or Mac computer.
Note: For the best possible experience, anyone taking part in this evaluation is encouraged to install the Zoom Client. Zoom also provides a web client which provides a streamlined set of capabilities that can be also used to connect to a Zoom meeting without a full install of the desktop client. Refer to this client comparison to see how each version compares in terms of features they provide, to see what may suit your needs.
Preliminary Admin tasks
This section will leverage the Zoom Admin portal, so sign in using the credentials you have selected your Zoom Account Executive converted into a Trial for you.
- Familiarise yourself with the standard User roles: Owner, Admin, Member.
- Invite users to your account.
Note: Newly added users will be in a pending state until they accept the invite and activate their accounts. This invite is sent to them by email and will come from email@example.com. It can take between a 1-2 minutes and 30 minutes for the email invite to arrive in their inbox, but you may have to configure your email service to allow emails from Zoom if they are not arriving. You can forward them this getting started guide for new users for more information.
- Make sure that all the users you wish to be Admins in your POC environment have been onboarded with the proper User Role. If some roles are not correct you can always change them.
- To add more users to your setup, you can also batch-import them with a .csv file or set up SSO with Just-In-Time (JIT) provisioning described in the Advanced Admin Tasks section.
Advanced Admin tasks
To take things to the next level, we have a few more suggested configurations for you.
To find out if Zoom is already used in your organisation, and to optionally bring in these existing users under the Zoom account you are setting up now, you would need to configure Associated Domains. This will allow you to map your company domain (@domain.com) to this Zoom account and potentially merge all existing users into this account in a few easy steps.
To customise your meeting links with your company name, as well as access account branding features, we need to activate the Vanity URL. This will also provide you with a fully customisable company landing page for all things Zoom.
Note: This step is also required if you later wish to configure SSO.
Single Sign-On (SSO)
If you wish for your users to be able to sign in using the same credentials used to log into any other company tool, you will want to configure Single Sign-On (SSO). We support any SAML 2.0 enabled identity provider and we provide step-by-step instructions for the more widely deployed solutions.
Note: SSO requires an approved Vanity URL, as mentioned above.
Who to contact?
This should be sufficient to get you going for now, but feel free to reach out to your Zoom Account Executive with any questions you might have during your POC.
Additionally, our Support site has numerous additional articles to detail many other features and configurations Zoom offers.