Who is this article for?

Mail Manager Administrators making config changes to Mail Manager.

Edit permissions to the Shared Configuration Folder is required.

Mail Manager supports the filing and searching of messages in Microsoft Teams by discovering the Teams that you are a member of, avoiding the need to manually add locations to a collection file.

Mail Manager Teams Discovery allows Mail Manager to discover the users' membership of Microsoft Teams and optionally create filing location folders.

Important Note: Your local IT will be needed to configure Microsoft Teams integration with Mail Manager.

1. Prerequisites

Before you can file or search messages in Microsoft Teams you must meet the below requirements:

• this option is only available for subscription licence users. If you would like to upgrade to a subscription licence please contact a member of the Ideagen account team. The API for 'TeamsDiscovery' must be given permission by your organisation to discover the Teams you are a member of.

• Microsoft 365 must be a work or school account.

• You must be a member of the organisation as TeamsDiscovery is NOT supported for a "Guest User" of another organisation.

Note: Locations are discovered soon after starting Outlook and then once every hour.

2. How to Integrate with Microsoft Teams

1. Open Outlook.
2. Navigate to the Mail Manager ribbon.
3. Click Tools, and then User Preferences.

4. The User Preferences window will open.
5. Press Ctrl + Shift + E on the keyboard.
6. The Admin Preferences window will open.
7. Click Microsoft 365.
8. Select the integration options required:

• • • Discover filing locations: Mail Manager will discover any teams you are a member of that can be used to file mail.
    • Create 'Email Messages' Sub-Folder: A folder will be created in each teams channel to hold all filed mail.

9. Click the Refresh checkbox to ensure changes are applied to all users machines through a forced refresh.
10. Click Lock to prevent users changing a preference.