MS Teams integration overview

Server and Client side

The Content Manager and MS Teams integration includes Server and Client sides. Some of the functions are available only in the Server side for the Content Manager Administrator and Records Manager users with Microsoft M365 Integration Administrator permission (Location properties > Profile > User type > Miscellaneous). For example, Site, Channels, People, and Check In Places. The Server side allows the Integration Administrator to automate certain functions at the scheduled intervals.

Server side (Automatic filing)

When you integrate Content Manager with MS Teams, you can add the Content Manager app to the top level of MS Teams. This helps configure Server side for automatic filing of MS Teams data to Content Manager at scheduled interval. The Content Manager app will appear on the left pane of MS Teams or is accessible through the More option on the left pane. For Server side filing of MS Teams data, you must configure Emailink and make sure that Content Manager EmailLink Synch service is up and running.

Based on the permissions given to your profile, you can capture channels (group chats) and individual chats to Content Manager, browse files and record them in Content Manager, create new Check In Style, and search for electronic documents recorded in Content Manager.

The tabs available on Server side Content Manager app are Sites, Channels, People, Check In Places, Check In Styles, My Files, Search, Content Manager options, and Help. To be able to view or operate on Sites, Channels, People, and Check In Places tabs, you (Content Manager Administrator or Records Manager) must have the Microsoft M365 Integration Administrator permission.

The Pop out app, Reload tab and Go to website are the common functions available in each option of Server side Content Manager app. Clicking pops the Content Manager Server side app out. Click to reload tab to its default view, for example, in My Files tab if you are viewing files in a sub folder and clicking reloads the tab to its root folder. Click opens the Service API page in a new tab of your browser.

Client side (Manual filing)

You can also add the Content Manager app for channels and/or individual chats using the + option within a channel or chat. This helps to configure Client side filing of MS Teams data to Content Manager, manually. A new Content Manager tab appears in the channels and chats you have added with the options to capture files and posts. You can also browse the files and record them in Content Manager, create new Check In Style, and search for records in Content Manager.

MS Teams integration

When you integrate MS Teams with Content Manager, you can:

• Capture posts or files in the channel(s) as a record in Content Manager - see Capturing channels.
• Capture chats for individual users - see Capturing chats.
• Check In posts and files into Content Manager - see Capturing posts and Capturing files.
• Search records in Content Manager, view recently accessed documents, your favorite records, Checked out documents, Records In, and Records In or Due - see Searching records.
• Add records from Content Manager to a channel - see Adding record from Content Manger to MS Teams.
• Browse all the files available in OneDrive and check in files to Content Manager - see Checking in files in My Files (OneDrive).
• View available Check In Styles, create new Check In Style, display its properties, and delete Check In Style- see Working with Check In Style.
• View record properties of the records already in Content Manager - see Viewing record properties.
• View already captured posts or files in Content Manager - see Viewing records in Content Manager.

• Add the record to or remove from favorites, recent documents, tray and/or user label - see Sending records to favorites or tray and Removing records from favorites or tray.

• Get a list of Check In Places - see Viewing Check In Places.
• Filter MS Teams content - see Filtering and sorting MS Teams content.

• Initiate Workflows based on existing Workflow Templates and to take action on Workflow Activities - see Workflow.

• Trace the flow of records and the tasks required to be performed on them within your organisation - see Action tracking for a record.

• Record contact details for a record(s) - see Attaching a Contact.

• Configure for accessing multiple datasets and work with multiple datasets - see Accessing multiple datasets.
• Set default Record Type or Check In Style, default language, date format, time zone, and custom skin color - see Content Manager Options

Terminology used in this help file

The following table lists the term names used through out the help file describing its meaning or reference:

Terms	Description
Server side Content Manager app	Server side filing of MS Teams data to Content Manager. Top level Content Manager app added to MS Teams. Available directly on MS Teams left pane or accessible from More option (three dots).
Client side Content Manager app	Client side filing of MS Teams data to Content Manager. Content Manager app added to channel or individual chat. Available as a new Content Manager tab within the channel or chat.
Channel	Group chat
Chat	Individual chat
Content Manager	Content Manager client application
Web Client	Browser based Content Manager application
Task pane	When you capture files or posts using the Content Manager tab in a channel or chat, a new pane is displayed to the right of the browser, listing the record properties or other options. This pane is referred to as task pane in this help file.