1. Decide if Zoom is the right webinar tool for you
2. Log in to the UofT Zoom Portal
   1. Set up your Pro (paid) Zoom account (First time use only)
   2. What does the migration process look like?
3. Download the Zoom Desktop Client
4. Encourage your students to create a Zoom account
5. Schedule Zoom Sessions
6. Share links to the sessions to your course
7. Record your Sessions
   1. Record a session locally
   2. Record a session to the Zoom cloud
8. Upload your recordings to a streaming service
9. Share the recording to your course
10. Archive your recordings

A Zoom Meetings pro account is currently available to faculty, staff, and teaching assistants. While the license is paid for by the University, it is NOT integrated into Quercus (and will not be for the Fall 2021 term). For the most up to date information about Zoom policies at FASE, please see the Engineering Faculty and Student Hub's Zoom Meetings resource page (requires UTORid login). For other supported options, see which webinar tool should I use (and when)?

Zoom has multiple levels and types of accounts; the U of T Pro account for Zoom Meetings includes:

1. To access and use Zoom, login to the UofT Zoom Portal.

You can download the desktop version of Zoom for your respective operating system. Settings for Zoom are still managed through the web interface.

Students can now also request a Zoom Pro account. If you plan to lock your sessions to those with a @Utoronto.ca domain email, then students must activate their accounts or they will not be able to enter your Zoom session.

1. Send your students an announcement (before or early in the term) reminding them that Zoom sessions require authentication; encourage them to visit the UofT Zoom Portal to create their accounts.
2. See Prof. Parsch's one-page, scenario based instruction sheet, Zoom Account Instructions for Students (attached below).

Before scheduling Zoom session, we recommend reviewing the Zoom session settings that you can modify for your sessions.

1. Visit the U of T Zoom Portal to access your Zoom account. There might some UTM messaging on this site; this is ok! We're using the UTM portal across the University now.
2. If possible, try to schedule a recurring meeting as it uses the same URL and meeting ID (see how to schedule a recurring meeting). If you have irregular sessions, you can schedule the recurring meeting and then edit the sessions start/end times individually.
3. You can also schedule one-off meetings using Zoom's How to Schedule a Meeting.
4. After you've scheduled a session, access the session link and share this so that others can join your meeting.
5. During a session, you might need to send a last minute invitation (or perhaps you're inviting an external guest).
6. For more, see UTM's guides to Security and Managing Participants.

Since Zoom is not integrated into Quercus, you have to select a communication method by which to share the session URLs to your course. You can do this by sharing your session link via your Quercus course by:

1. Creating a new page (see How do I create a new page in a course?) to host all your sessions. You could organize these by date, so that students can easily find where they are supposed to be.
2. Using the Quercus calendar tool and adding the session links to the calendar items (see How do I use the Calendar as an instructor?)
3. Enable and use the Redirect tool (see adding the redirect tool) to add a link to your recurring Zoom session on your Course menu. Although this option provides quick access, if you have a password for the session, you will have to share that to students in an alternate way.

FASE is encouraging the recording of all synchronous sessions. After recording, you might choose to use an editing tool (see our guides to editing software, including no cost solutions).

1. Include a statement on what type of recording you are doing and how it will be shared with the class (see CTSI's suggested statements on video recording). You can add this to your syllabus or share directly with students.

In addition to using a built-in recording tool, you might also screen capture your session concurrently (e.g. using Snagit or other screen capture tool). As always, test this out - it might increase your processing load more than your computer likes. A benefit of this is that you have your recording locally and it's exactly what the students saw during the session.

1. If you used Zoom cloud storage, download your recording from the UofT Zoom Portal > Recordings.
2. Select your preferred video hosting service (see the comparison chart of different video streaming services commonly used at FASE).
   1. If you are open to the idea that video content can be accessed by the entire U of T community, then we would recommend Microsoft Stream (includes auto captions).
   2. If you would prefer that videos are a little less accessible, then we would recommend MyMedia, which generates a link per video that does not appear in any searches (but does not include auto captioning; see How do I add automatic captions for MyMedia videos?)

After uploading your recording, copy the URL (or embed code) for the video and share it via your Quercus course.

1. Using MyMedia? See how to share your videos in MyMedia to Quercus. You can also create MyMedia folders to organize your videos.
2. Using MS Stream? See how to share your videos in Microsoft Stream. Ensure that for each video, the viewing permissions are enabled for allowing everyone in your company to view the video (see permissions and privacy in Microsoft Stream).

After you've uploaded your content to a video host (see which video host is right for you), your content is archived. You will be able to access your videos for future terms, using the same links (helpful if you're copying your Quercus course term to term).

You might also consider backing up any particularly key files on your OneDrive.