M365 Provisioning

Installing the Teams App

1. Sign in to CAM as an administrator.

2. Go to Administration.

3. Click on Downloads. the following screen appears:

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4. Click either Version 1 or Version 2.

5. Save the file to your computer.

6. Sign into Office365 as a Teams Administrator.

7. Go to the Microsoft Teams admin center. The URL is http://admin.teams.microsoft.com/dashboard

8. Click Apps >>Upload a custom app. The following screen appears:

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9. Select the downloaded zip file (Version 1 or Version 2) and upload.

10. The application will be installed in the catalog.

Logging into CAM in Teams App

1. After installing the CAM Teams app, navigate to the Login screen.

2. Now we provide three options for you to access the CAM Teams app:

   1. You can see the login page with a dropdown list where CAM tenants are linked to the Office365 account. After selecting a CAM tenant, you are redirected to the login page.

b. You can see the login page on the CAM Teams app if only one CAM tenant is linked to the Office365 account.

c. You can specify CAM tenant when it does not connect to the office365 account. After specifying, you are redirected to the login page.

3. Select the CAM tenant from the dropdown list:

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Based on the uploaded version of the CAM Teams app, the following UI appears:

• Version 1 Screen:

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• Version 2 Screen:

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Teams License Add-ons

The following license add-ons are required for certain Teams functionality. These add-ons can be added to any tier (for clients under the new tier system) or license (for clients still under the old licensing system). See below for details:

• For the Move Between Teams and DMS functionality:

  • Add-on: Move-from-Team-to-DMS (this permission is used in the matters tab to display the copy to DMS menu items)

  • Add-on: ETL-Manager-View (this permission is used for viewing the Content Mover Manager)

• For the Auto Sync Between Teams and DMS functionality:

  • Add-on: Move-from-Team-to-DMS (this permission is used in the matters tab to display the copy to DMS menu items)

  • Add-on: ETL-Manager-View (this permission is used for viewing the ETL Manager)

  • Add-on: ETL-Manager-Edit (this permission is used for making edits in the ETL Manager)

  • Add-on: ETL-Import-Links (this permission is used for importing in ETL Manager)

App Permissions

• View-Matters : Allows users to view the matters they have access to.

• View-My-Projects : Allows users to view the projects they have access to.

Using the CAM Teams App

The Teams application allows the channels, teams, and documents to be shown in the Teams application from CAM.

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Archive and Restore Team

CAM allows to archive and restore a given team using a CSV upload.

Archive a Team

When a team is archived, it is soft deleted from CAM. The team is disabled in the Directory Tab and removed from the Teams app. The conversations and files in the team become read-only once you archive them.

Archive a Team CSV

Restore a Team

Once the team is restored it will be enabled on the Directory Tab and listed under “Hidden teams” on the Teams app.

Restore Team CSV

Policies and Security for the Teams App

Refer to the Microsoft site for full information, but the steps are outlined below.

Users in your organization will automatically get the global policy unless you create and assign a custom policy.

1. Sign into Office365 as a Teams Administrator.

2. Go to the Microsoft Teams admin center. The URL is admin.teams.microsoft.com/dashboard

3. Go to Teams Apps-> Setup Policies.

4. Click Add.

5. Enter a name and description for the policy.

6. Turn on or turn off Upload custom apps, depending on whether you want to let users upload custom apps to Teams. You won't be able to change this setting if Allow third-party apps is turned off in org-wide app settings.

7. Turn on or turn off Allow user pinning, depending on whether you want to let users personalize their app bar by pinning apps to it.

To install apps for users (in preview), do the following:

1. Under Installed Apps, click Add Apps.

2. In the Add Installed Apps pane, search for the apps you want to automatically install for users when they start Teams. You can also filter apps by app permission policy.

3. When you've chosen your list of apps, click Add.

To pin apps, do the following:

1. Under Pinned apps, click Add apps.

2. In the Add Pinned Apps pane, search for the apps you want to add, and then click Add. You can also filter apps by app permission policy.

3. When you've chosen your list of apps to pin, click Add.

4. Arrange the apps in the order that you want them to appear in Teams

5. Click Save.

Updating the Teams App

1. Sign in to CAM as an administrator after the updated version is applied to CAM. Go to Administration-> Downloads.

2. Download the Cam Teams app from the icon.

3. Save the file to your computer.

Option 1:

1. Sign in to Office365 as a Teams Administrator.

2. Go to the Microsoft Teams admin center. The URL is admin.teams.microsoft.com/dashboard

3. Go to Teams Apps-> Manage Apps.

4. Find the Cam Teams application and click the three dots icon.

5. Select Update app.

6. Click Upload.

7. Select the zip file previously downloaded.

The application will be updated in the catalog.

Option 2:

1. Open Microsoft Teams.

2. Click the three dots icon (more added apps) and click More Apps.

3. Find the CAM Application.

4. Click the three dots icon and select Update.

5. Click Upload.

6. Select the zip file downloaded.

The application will be updated in the catalog.

Export as JSON

This allows you to download the template configuration as a JSON file.

1. Select System from the dropdown.

2. Click Filter to display the results. The following screen opens:

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3. Click the Hamburger Menu.

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4. Click an Export as JSON to download the selected templates.

The following permissions are required to create a Team and channel within the CAM Teams app:

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