Exposing and revoking the record

Exposing record from Content Manger to MS Teams

To expose record from Content Manager to MS Teams, perform one of the following:

Exposing record(s) in Channels

  1. Navigate to the Channel where you want to expose the record from Content Manager (Either from Teams > Channel > Content Manager tab > Files or Content Manager app > Channel).

  2. Click the Menu on the top right or click More option (three dots) and then select Expose Records from the menu.

    Use the filters and search for the record(s) you want to add to the channel.

  3. Select the record(s) you want to add and then click Add.

    If the record is already Check Out, the option to select the record is disabled and a message is displayed that the record is already checked out.

    If the record is finalized and you click Add, a message is displayed that the record is already declared as final and hence cannot be copied.

    NOTE: You cannot select records that have Edit Status as Checked Out or Managed In Place in Content Manager.

    A confirmation dialog is displayed.

  4. Click OK in the confirmation dialog.

    The selected record(s) is exposed to the channel.

Exposing record(s) in Sites

  1. In the server side Content Manager app, click Sites and navigate to the location where you want to expose the record(s).

  2. Click the Menu on the top right or click More option (three dots) and then select Expose Records from the menu.

    Use the filters and search for the record(s) you want to add to the channel.

  3. Select the record(s) you want to add and then click Add.

    If the record is already Check Out, the option to select the record is disabled and a message is displayed that the record is already checked out.

    If the record is finalized and you click Add, a message is displayed that the record is already declared as final and hence cannot be copied.

    NOTE: You cannot select records that have Edit Status as Checked Out or Managed In Place in Content Manager.

    A confirmation dialog is displayed.

  4. Click OK in the confirmation dialog.

    The selected record(s) is exposed to the channel.

NOTE: Because Content Manager does not have any control over the behavior of OneDrive, in MS Teams integration, exposed records can be modified by owner of the channel.

NOTE: Once we expose any record in the MS Teams, the document will be in OneDrive. There is no synchronization between the record in the Content Manager client and the document in the OneDrive after exposing it in MS Teams. Hence, the changes made to the document in the Content Manager client will not be reflected in the exposed record of the MS Teams. Only the increment to the revision number will be reflected in the exposed record of the MS Teams due to metadata property updates from the database.

Also, once the record is exposed, you cannot modify or edit the document associated with exposed record and Check In back to Content Manager client.

Revoking an exposed record

To revoke a record, perform one of the following:

Revoking an exposed record in Channels

  1. Navigate to the Channel, either from Teams > Channel > Content Manager tab > Files or Content Manager app > Channel.

  2. Select the exposed record you want to revoke, click the Menu on the top right or click More option (three dots) and then select Revoke Expose.

    A confirmation dialog is displayed.

  3. Click OK in the confirmation dialog.

    The selected exposed record(s) is removed from MS Teams Channel.

Revoking an exposed record in Sites

  1. In the server side Content Manager app, click Sites, navigate to the location and select the exposed record you want to revoke.

  2. Click the Menu on the top right or click More option (three dots) and then select Revoke Expose from the menu.

    A confirmation dialog is displayed.

  3. Click OK in the confirmation dialog.

    The selected exposed record(s) is removed from MS Teams Sites.