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Signing up for free to Zoom includes Basic features which, however, do not:

• support Zoom service integration into other applications
• contain cloud recording

• and restricts the duration of meetings to 40 minutes if there are more than 3 total participants at the meeting.

  Note

  In order to use Zoom services with CAE LearningSpace after completing the API setup as described in the previous part, you need to upgrade your account and include as many hosts in your subscription plan as many virtual rooms you would like to configure and run concurrently in CAE LearningSpace. Upgrade your account to Pro if you plan to use 9 virtual rooms or less at the same time; Upgrade your account to Business if you plan to use 10 or more virtual rooms at the same time.

  
  

Once you finish registering your free Zoom account, you will be redirected to your profile, where you can find your account number, personal meeting ID, account information, and meeting capacity.

You can also view your subscription status in the Licence field on your Profile, under Account:

Upgrade Your Zoom Account:

Change Your Plan

1. Click on Upgrade in the Licence field on your profile next to your current subscription status.
   You will be redirected to the Current Plans tab inside Account Management, Billing. 
   
   
2. Click on Upgrade Account.
   
   
   
   You will be redirected to the Plans & Pricing page.
   
   
3. Choose one of the recommended plans by clicking Buy Now.
   
   
   1. Select Pro if you plan to configure 9 virtual rooms or less (up to 9 licenses);

   2. Select Business if you want to configure 10 or more virtual rooms (up to 99 licenses).
      
      

4. Select the number of hosts you want to purchase.
   

   

   Info
   Zoom automatically calculates the monthly and annual fees afterwards.

   
   

Add Cloud Storage

CAE LearningSpace stores the recordings of virtual events temporarily in Zoom's cloud: the recording of a meeting is first saved to Zoom. The video recording will be downloaded from the cloud through a secure HTTPS channel to the Video Review module.

Downloading virtual event recordings to CAE LearningSpace might take some time, so to ensure that your Zoom account has enough room to store every recording of a virtual event temporarily, we recommend purchasing the extra 100 GB/month/licensed host solution (as mentioned below). 

By default, Zoom offers 1 GB/month free cloud storage per licensed user (starting from Pro subscription), which will most likely be exceeded while conducting a virtual event.

1. Open Additional options and select Cloud Recording.
   

   To accommodate the temporary recordings of (even) a day's worth of OSCE training/examination, purchase the extra 200 GB/month solution:

   
   
   

2. After selecting the usage type, billing schedule and the extra cloud storage, click Continue.
   
   
   
3. On the Payment tab, provide the

   1. Billing Contact information

      Info
      Besides basic details, the total employee count of your organization is required to continue.

      
      

   2. Payment Method, and
   3. Credit/debit card information.
      
      
4. Once you are finished, click Upgrade Now. You will be presented with an Order Summary.
   
   
5. Click Confirm to complete your purchase.
   Zoom will confirm that your account has been upgraded successfully.

Following the Account Upgrade

Remove the License from the Owner Account

1. Click on User Management in the sidebar next to your Zoom profile.
   
   

2. Select Users. 
   You will be presented with your owner account on the Users tab.

   Info
   In the tab's header, you can see the number of remaining licenses you can assign to virtual rooms (here, the number of remaining licenses is 8 out of the total of 9).

   
   
   
   

3. Click on Edit in the row of your owner account. 
   The user editor pop-up opens.
   
   
4. In the User Type row, select the Basic radio button to switch your account to basic and free up a virtual room license. 
   
   
   
   

5. Click Save. 
   Your owner account type has changed to "Basic." 

   Info
   In the tab's header, the number of licenses you can apply increases by one (to 9 in our example).

   
   

Disable Waiting Rooms

To disable this feature:

1. Log into your Zoom owner account. 
2. Open Account Management on the left.
3. Go to Account Settings.
   
   
   
   
4. On the Meeting tab, scroll down to the Waiting room setting. 
   You can find the setting right away in the Security section.
   
   
   
   
5. Toggle the switch on "Waiting room."
   A dialogue will open where you have to confirm the setting:
   
   
   
   
6. Click Turn Off, and your change will be saved automatically.
   
   

Enable Auto-Save for Chat Conversations

Save Chats to the Cloud

Saving chat messages to the cloud can only be enabled for each virtual room/licensed user separately:

1. Log into your Zoom owner account. 
2. Open User Management on the left, then select Users.
3. In Users, click on the user account you want to modify. 
   You will be redirected to the user account's profile page.
4. Once there, open the Settings drop-down. 

5. Select Recording.
   
   
   
   

6. Scroll down to "Save chat messages from the meeting/webinar" under Cloud recording and make sure the checkbox is selected.
   
   

   

   Info
   When a new user is created in CAE LearningSpace using the JWT method, this checkbox is selected by default.

   
   

   Warning
   The JWT app type will be deprecated June 1, 2023. We recommend that you create Server-to-Server OAuth or OAuth apps an OAuth app to replace the functionality of a JWT app in your account. See more: Build an OAuth Application in Your Zoom Owner Account

   
   

Panel
title Access the Saved Chat Conversations of a Virtual Room
Chat files can be retrieved from the cloud storage in each licensed user account of a CAE LearningSpace virtual room: By default, once meeting recordings arrive in the Video Review module, they are automatically moved to the Trash folder in the virtual room's user account. Tip title Disable Automatic Transfer of Zoom Cloud Recordings to the Trash Folder Would you like your cloud recordings to remain in the Recording Management folder after they arrived in the Video Review module? Upon your request, we can disable the automatic transfer of Zoom cloud recordings to Trash. Contact CAE LearningSpace Customer Service for more information. If a recording is in the Trash folder, you will not be able to download the meeting recording and its attachments—such as chat history or the separate audio file of the recording—from Zoom. Deleted cloud recordings can be accessed for another 30 days after they were moved to the Trash: Excerpt Include Recommended Virtual Event Settings Recommended Virtual Event Settings nopanel true     11. Hover over the chat file to view options.         Info You can download, create a shareable link, or delete the chat history.     12. To display chat history side-by-side with the meeting recording, open the video recording by clicking on its title:

Save the Chat Locally

1. Log into your Zoom owner account. 
2. Open Account Management on the left.
3. Go to Account Settings. 
   
4. On the Meeting tab, scroll down to the Meeting chat - Auto-save setting. 
   You can find the setting in the In Meeting (Basic) section.
   
   
   
5. Toggle the switch at Auto saving chats.
   A dialogue will open where you have to confirm the setting:
   
   
   
   
6. Click Turn On, and your setting will be saved automatically.