Introduction
Role Required
To Add Connector Details you need to be assigned to the Application Administrator role in Records365.
Records Managers have read-only access to the Connector Details page.
To Link your SharePoint Online Account you need to be an Azure AD Global Administrator.
Microsoft Teams is an enterprise messaging app — a workspace for real-time collaboration and communication, meetings, file, and app sharing that can be configured to be managed by Records365.
A team is a group of people gathered to accomplish something big in your organization. Sometimes it’s your whole organization.
Teams are made up of channels, which are the conversations you have with your teammates. Each channel is dedicated to a specific topic, department, or project.
Channels are where you hold meetings, have conversations, and work on files together.
While channel conversations are public, chats are just between you and someone else (or a group of people).
So to summarize, there are three ways to chat with people in Teams:
- In a channel on the Posts tab (with everyone on the team who follows that channel)
- In a group chat (with a few people at once, but outside of a channel)
- In a one-on-one chat (with one other person)
The Channel threads, are what is managed with the Microsoft Team's connector. This includes all corresponding content relating to a thread such as the thread content itself, messages, replies, and attached files.
The following steps are used to connect and configure your Microsoft Teams to Records365.
Add Connector
- Click on the Settings icon
in the top right hand corner of Records365.
- Click on Add Connector and select the Microsoft Teams Connector in the Gallery.
- Click Add.
After creating the Microsoft Teams connector instance you will be redirected to the Connector Details page.
Authorizing the Connector
Now that the connector instance has been created, we need to complete the authorization for the Connector to manage your SharePoint Online tenancy.
- Once you are in the Microsoft Teams Connector Details page, select Link Account to connect Records365 to your SharePoint Online tenancy.
- You will be directed to a page where Microsoft will prompt you to log in. Here, enter your Azure AD Global Administrator credentials, and then click Accept to log in. Depending on the configuration of your tenant, you will receive one of the following:
To perform this action, the Azure AD Global Administrator does not require the ability to log into the Records365 tenant.
From here, the remaining configuration can be completed and the Microsoft Teams Connector can be enabled by following the instructions in the Administration section for Microsoft Teams. Some decisions about how records submitted by the Connector should be managed in Records365 are required, and this should be performed in consultation with the Records Management function of your organization.