Set up a connector to archive Webex Teams data

Use a Veritas connector in the Microsoft Purview compliance portal to import and archive data from Webex Teams to user mailboxes in your Microsoft 365 organization. Veritas provides a Webex Teams connector that is configured to capture Webex Teams communication items and import them to Microsoft 365. The connector converts content from Webex Teams, such as 1:1 chats, group conversations, channel conversations, and attachments from your organization's Webex Teams account, to an email message format and then imports those items to the user's mailbox in Microsoft 365.

After Webex Teams data is stored in user mailboxes, you can apply Microsoft Purview features such as Litigation Hold, eDiscovery, retention policies and retention labels, and communication compliance. Using a Webex Teams connector to import and archive data in Microsoft 365 can help your organization stay compliant with government and regulatory policies.

Tip

If you're not an E5 customer, you can try all the premium features in Microsoft Purview for free. Use the 90-day Purview solutions trial to explore how robust Purview capabilities can help your organization manage data security and compliance needs. Start now at the Microsoft Purview compliance portal trials hub. Learn details about signing up and trial terms.

Overview of archiving Webex Teams data

The following overview explains the process of using a connector to archive Webex Teams data in Microsoft 365.

Archiving workflow for Webex Teams data.

  1. Your organization works with Webex Teams to set up and configure a Webex Teams site.

  2. Once every 24 hours, Webex Teams items are copied to the Veritas Merge1 site. The connector also converts the Webex Teams items to an email message format.

  3. The Webex Teams connector that you create in the compliance portal, connects to the Veritas Merge1 every day, and transfers the Webex Teams items to a secure Azure Storage location in the Microsoft cloud.

  4. The connector imports items to the mailboxes of specific users by using the value of the Email property of the automatic user mapping as described in Step 3. A subfolder in the Inbox folder named Webex Teams is created in the user mailboxes, and the items are imported to that folder. The connector does this by using the value of the Email property. Every Webex Teams item contains this property, which is populated with the email address of every participant of the item.

Before you begin

  • Create a Veritas Merge1 account for Microsoft connectors. To create this account, contact Veritas Customer Support. You will sign into this account when you create the connector in Step 1.

  • Create an application at https://developer.webex.com/ to fetch data from your Webex Teams account. For step-by step instructions about creating the application, see Merge1 Third-Party Connectors User Guide

    When you create this application, the Webex platform generates a set of unique credentials. These credentials are used in Step 2 when you configure the Webex Teams connector on the Global Merge1 site.

  • The user who creates the Webex Teams connector in Step 1 (and completes it in Step 3) must be assigned the Data Connector Admin role. This role is required to add connectors on the Data connectors page in the compliance portal. This role is added by default to multiple role groups. For a list of these role groups, see the "Roles in the Defender and compliance portals" section in Roles and role groups in the Microsoft 365 Defender and Microsoft Purview compliance portals. Alternatively, an admin in your organization can create a custom role group, assign the Data Connector Admin role, and then add the appropriate users as members. For instructions, see the "Create a custom role group" section in Permissions in the Microsoft Purview compliance portal.

  • This Veritas data connector is in public preview in GCC environments in the Microsoft 365 US Government cloud. Third-party applications and services might involve storing, transmitting, and processing your organization's customer data on third-party systems that are outside of the Microsoft 365 infrastructure and therefore aren't covered by the Microsoft Purview and data protection commitments. Microsoft makes no representation that use of this product to connect to third-party applications implies that those third-party applications are FEDRAMP compliant.

Step 1: Set up the Webex Teams connector

The first step is to gain access to the Data Connectors and set up the Webex Teams connector.

  1. Go to https://compliance.microsoft.com and then select Data connectors > Webex Teams.

  2. On the Webex Teams product description page, select Add connector.

  3. On the Terms of service page, select Accept.

  4. Enter a unique name that identifies the connector, and then select Next.

  5. Sign in to your Merge1 account to configure the connector.

Step 2: Configure the Webex Teams connector on the Veritas Merge1 site

The second step is to configure the Webex Teams connector on the Merge1 site. For information about how to configure the Webex Teams connector, see Merge1 Third-Party Connectors User Guide.

After you select Save & Finish, the User mapping page in the connector wizard in the compliance portal is displayed.

Step 3: Map users and complete the connector setup

To map users and complete the connector setup in the compliance portal, follow these steps:

  1. On the Map Webex Teams users to Microsoft 365 users page, enable automatic user mapping. The Webex Teams items include a property called Email, which contains email addresses for users in your organization. If the connector can associate this address with a Microsoft 365 user, the items are imported to that user’s mailbox.

  2. Select Next, review your settings, and then go to the Data connectors page to see the progress of the import process for the new connector.

Step 4: Monitor the Webex Teams connector

After you create the Webex Teams connector, you can view the connector status in the compliance portal.

  1. Go to https://compliance.microsoft.com and select Data connectors in the left nav.

  2. Select the Connectors tab and then select the Webex Teams connector to display the flyout page. This page contains the properties and information about the connector.

  3. Under Connector status with source, select the Download log link to open (or save) the status log for the connector. This log contains information about the data that's been imported to the Microsoft cloud. For more information, see View admin logs for data connectors.

Known issues

  • At this time, we don't support importing attachments or items that are larger than 10 MB. Support for larger items will be available at a later date.