Role Required
To Edit 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.
- Click on the Settings icon in the top right-hand corner of Records365.
- Click on the Microsoft Teams tile in the connector gallery.
- Select the Default Ingestion Mode that you wish to manage in Microsoft Teams.
- Ingest all Teams and Channels except those specified: Whitelist by default with all the channels inside of your Microsoft Teams environment being managed except those added beneath in Manage Teams and Channels.
- Ingest only specified Teams and Channels: Blacklist by default with only explicitly added Teams and Channels being managed as added in Manage Teams and Channels section.
- Select the Teams and/or Channels that you wish to manage or exclude in Microsoft Teams, as determined by the Default Ingestion Mode setting.
- Team: An aggregated grouping of all child channels.
- Channel: An individual channel.
- Click Add to include the link to a Team or Channel
- To get the link for a Microsoft Team's Team or Channel:
- Go into Microsoft Teams
- Navigate to the Team or Channel
- Click the three dots
- Click "Get Link to Team" or "Get Link to Channel"
- Note: if it is the first time a Microsoft Team's Team is used, you will be required to include the Team Name when adding the Team or Channel
- To get the link for a Microsoft Team's Team or Channel:
- Repeat for all required Teams and Channels
- Select Default Aggregation Level:
- Channel - To use Microsoft Team's Channels as containers for your records, or
- Team - To use Microsoft Team's Teams as containers for your records.
- Select Messages To Submit:
- Only New Messages - To only ingest all new and updated message threads as records; or
- Last Month - To ingest New Messages and all threads last created / updated within the last month; or
- Last Six Months - To ingest New Messages and all threads last created / updated within the last 6 months; or
- All Messages - To ingest all the messages defined in the Teams and/or Channels both current and future.
- Click Save to save the changes made to the Microsoft Team's Connector.
- Click Enable to make the connector active.