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How to Get Onboarded for Microsoft Teams Archiving

Jelena Popovic
Jelena Popovic
  • Updated

As an Account Admin, or a user with the Manage Company Settings permission, you can connect your organization's Microsoft Teams to Jatheon Cloud, so its team channels, one-on-one and group chats are archived.

Before you start

  • The admin who connects Microsoft Teams should be your Microsoft Teams Global Admin, and they need a Jatheon Cloud user account with any role. See How to Manage Users.
  • The Jatheon Cloud app asks for these Microsoft permissions when the admin connects:

Microsoft permissions for the Jatheon Cloud app

Send the connection request

  1. Click your initials in the top right corner and select Company Settings.
  2. Open the Connectors tab.
  3. Hover over the MS Teams card and click +.

MS Teams card with the + button

  1. In the Select Microsoft Teams Admin window, click Select Admin and choose the admin from your company's users. To find them faster, type the start of their email address in Filter list....
  2. Leave Get historical data on to also archive messages sent before the connection, or turn it off to archive only new messages.
  3. Click Continue.

Select Microsoft Teams Admin window

  1. In the Data will be saved window, choose where to keep the archived data:
    • On Jatheon — in your Jatheon Cloud archive (selected by default)
    • Send via S3 — to your Amazon S3 bucket
    • Send via SMTP — to an existing system by email
  2. Click Save Changes.

Data will be saved window

You'll see a confirmation message: Setup email successfully sent.

Please note that if you don't have the Manage Company Settings permission, the button reads Select and Send Email, and the email is sent right away, without the Data will be saved step.

Approve the connection (Microsoft Teams admin)

  1. Open the email from Jatheon Cloud and click Connect Teams Account.

Setup email

  1. Sign in with your Microsoft account and accept the permissions the Jatheon Cloud app requests.
  2. On the Connect Microsoft Teams Account page, check the account under Accounts to archive and click Confirm and Continue.

Connect Microsoft Teams Account page

You'll see Account(s) successfully connected. If the connection fails, click the link in the email again and make sure you accept all the permissions.

Check the connection status

Click the MS Teams card to see your connections below the cards:

Microsoft Teams connections list

  • Pending — waiting for the admin to approve. Click Resend Email to send the email again, or open the More menu (represented with ...) and select Delete to remove the request.
  • Active — Microsoft Teams is connected and its data is being archived. To stop archiving, open the More menu and select Disconnect.
  • Disconnected — Microsoft Teams is no longer being archived.

To archive another Microsoft Teams organization, repeat these steps with its admin. Once a connection is active, your Teams messages appear on the Social tab of the Search section, under Microsoft Teams Accounts.

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