Configure integration job

Integration jobs enable the connection of Recording Insights with collaboration platforms such as Zoom, RingCentral or Dynamics. These jobs can be used to import and analyze recordings. Specific login information and additional licenses are required, see Assign user configuration.

Create a new import job:

  1. Click on the button Create Job .
  2. Click on the button Integration Job.
  3. In the field Job Name, enter an unambiguous, unique name for the import job.

Edit existing integration job:

  1. Click on the icon .
  2. The selected integration job configuration is opened.
  3. Changing the name of the job is optional.
    In the field Job Name, change the existing name to a new unambiguous, unique name for the export job.
  4. The following window is displayed:
Configure integration job
Configure integration job

Configure integration job

Option/Function

Description

Enabled

Activates/deactivates the integration job with the button .

  • On = The integration job has been activated. The job is started automatically upon clicking on the button Save.
  • Off = The integration job has been deactivated.

Integration Type

Selection of the platform. Displays associated fields for login information.

WARNING! Dynamic display of Credentials

  • Zoom
  • RingCentral
  • Genesys
  • Dynamics
  • LeapXpert

NOTICE! For recording with one of the integration types listed, a corresponding additional license is required for each user or group, see Assign user configuration, Assign and edit group rules

Credentials

Enter specific access data such as user name, JWT token or private key, depending on the platform.

Credentials for Zoom

  • User name
    • Upon saving the integration job, users will authenticate in Zoom. Users are transferred to the Zoom website.
      NOTICE! To import the recordings, the user’s e-mail address or UPN must be the same in Zoom and Recording Insights.
      The user name is displayed upon successful authentication with Zoom.

After successful authentication, the button Reauthenticate with Zoom app is displayed.

  • Reauthenticate with Zoom app
    Click on the button Reauthenticate with Zoom app to reauthenticate in Zoom.

Credentials for RingCentral

  • The JWT token is created by the customer in the RingCentral portal and provided to Recording Insights.
  • The customer’s JWT token must be entered in the credentials in the field JWT Token.
  • When a JWT token expired, a new JWT token for the corresponding integration job must be created and exchanged with the old one.

NOTICE! To import the recordings, the user’s e-mail address or UPN must be the same in RingCentral and Recording Insights.

Credentials for Genesys

Credentials must be provided by the customer.

  • Client-ID
  • ClientSecret
  • regionUrl

Credentials for Dynamics

  • Client-ID
  • ClientSecret
  • integrationDynamicsUrl

Credentials for LeapXpert

Key file with passphrase for decryption is created by LeapXpert from the customer data provided.

  1. Click on the button Upload to upload and save the LeapXpert Private Key file. Depending on your operating system, the installed file manager opens.
  2. In the field Private Key Passphrase, enter the password.
  3. Click on the button Folder Name to define the target directory in Recording Insights.

Sync Rule

This option allows configuring the recording rules of Recording Insights directly in Zoom.

  1. Click on the button Sync Rule.
    • On = Upon clicking on the button Save, you are forwarded to the Zoom portal to configure the recording rule for the Recording Insights app in the Zoom portal.
    • Off = Deactivate synchronization if the recording rule has already been activated in the Zoom portal.

Processing Region

Determines the geographical region from which the data is to be imported.

NOTICE! The processing region should be the same as the continental region EU, USA, APAC.

  • EU
  • USA
  • APAC
  1. Click on the button Save to save the settings.
    Click on the button Cancel to discard the settings.