Enterprise Vault™ Setting up Microsoft Teams Archiving

Last Published:
Product(s): Enterprise Vault (14.2)

Configuring a Microsoft 365 connection

To create the connection

  1. In the left pane of the Enterprise Vault Administration Console, click Targets > Microsoft 365 > Connections.

  2. To create a new connection, right-click on Connections and select New > Connection.

    The New Connection wizard opens.

  3. Click Next.

  4. Enter the following details and click Next:

    • Name: Enter a unique and appropriate name for the new connection.

    • Description: Enter an appropriate description for the new connection.

  5. Enter the following connection details to connect to the Microsoft Azure Active Directory:

    • Application ID and Tenant ID which you have copied at step 5 in Assigning the permissions required for exporting data from Microsoft Teams.

    • X509 Certificate Source: If the X509 certificate source is on your local computer, select Local Machine and enter the X509 certificate thumbprint on the corresponding text box..

      If you want to upload the X509 certificate as a PFX file, select Upload File. Navigate to the X509 certificate PFX file location and select the certificate. Enter the X509 certificate password on the corresponding text box.

  6. Click Test to validate the Microsoft Azure Active Directory connection. On successful validation, click Next.

  7. Enter the following Veritas Merge1 server details to connect to the Veritas Merge1 server:

    • Merge1 instance URL: Enter the Merge1 server instance URL.

      The instance URL must be in the https://hostname:port format.

      It is recommended that you use the DNS alias for the Merge1 server instance URL.

    • API Client Application ID: Enter the API Client Application ID.

    • API Client Secret: Enter the API Client Secret.

  8. Click Test to validate the Merge1 server connection. On successful validation, click Next.

  9. Review the details that you have entered for the connection.

  10. Click Finish.

To view and edit the connections

  1. In the left pane of the Enterprise Vault Administration Console, click Targets > Microsoft 365 > Connections.

    The right pane of the Administration Console displays the available connections.

  2. Right-click on a connection to perform the following actions:

    Field

    Actions

    Delete

    Allows you to delete a connection. If you want to delete a connection which has been configured to importers, you must first delete the associated Importers and then delete the connection.

    Properties

    Allows you to view and update the connection properties. You can double-click on a connection to view and update the properties. For more information, see the step below.

  3. If you want to update a connection, double-click on the connection. The connection properties dialog box is displayed and contains the following tabs:

    Note:

    If you want to update a connection which has been configure to importers, you must first disable the importers on which the connection has been configured. After updating the connection, enable the importers for data collection.

    Tab

    Details

    General

    • Name: View the connection name.

    • Description: Enter an appropriate description for the connection.

    Microsoft 365

    • Application ID: Enter the application ID associated with Microsoft Teams.

    • Tenant ID: Enter the tenant ID associated with Microsoft Teams.

    • X509 Certificate Source: If the X509 certificate source is on your local computer, select Local Machine and enter the X509 certificate thumbprint on the corresponding text box. If you want to upload the X509 certificate as a PFX file, select Upload File. Navigate to the X509 certificate PFX file location and select the certificate. Enter the X509 certificate password on the corresponding text box.

    Click Test to validate the Microsoft Azure Active Directory connection.

    Merge1

    • Merge1 instance URL: Enter the Merge1 server instance URL.

      The instance URL must be in the https://hostname:port format.

      It is recommended that you use the DNS alias for the Merge1 server instance URL.

    • API Client Application ID: Enter the API Client Application ID associated with the Merge1 server.

    • API Client Secret: Enter the API Client Secret associated with the Merge1 server.

    Click Test to validate the Merge1 server connection.

  4. Click Apply > OK.