Configure Microsoft Teams Chat History Archiving
Configure archiving for a Microsoft Teams integration to store conversation history with the Business Object record once it reaches the end of its Lifecycle. When the Business Object record reaches the end of its Lifecycle, the Teams channel is automatically archived.
Prerequisites:
- The third-party chat integration must be configured. See Configure Teams Chat for the Related Items Pane.
- The Business Object used by the chat integration must have a
Lifecycle and final state set. See
Define Lifecycle Properties for a Business Object.
Important: For CSM 10.2.0 or later versions, use the Business Object Lifecycle Editor to add a Lifecycle to a Business Object. See: Open the Lifecycle Editor.
- Users who save the Business Object record in its final state must have privileges to save chat history. See Third-party Chat Integration Security Rights.
The Business Object used with the Microsoft Teams integration must be configured to store history, and chat-related attributes must be applied to the Group Member used to store history.
To create chat history archiving: