Working with the CAM Teams app

Overview

Allows users to perform the following operations with the CAM Teams app:

  • Provide the team app permissions to access matters

  • Configure the CAM team app

  • Provide policies and security

 

Installing and Configuring the CAM in Team App

Downloading and Installing the Teams App

  1. Sign into CAM as an administrator. Go to Administration-> Downloads, and the following screen appears:

  1. Click either Version 1 or Version 2, automatically it will download the CAM Teams app and save this to your computer

  2. Sign into Office 365 as a Teams Administrator.

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

  4. Click Apps >>Upload a custom app, and the following screen appears

 

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

  2. The application will be installed in the catalog.

Logging into the CAM Team App

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

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

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

    3. You can specify the CAM tenant when it does not connect to the office365 account. After specifying, redirects to the login page

  2. You can select the CAM tenant from the dropdown list:

 

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

  • Version 1 looks like this:

  • Version 2 looks like this:

Teams License Add-ons

The following license add-ons are required for certain Teams functionality. These add-ons can be added to any license (C1-C5). 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 ETL 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.

Tab

Description

Tab

Description

Directory

Lists all the matters/directories created in the configured external systems from the uploaded jobs.

My Request(s)

Lists all requests sent and assigned for approvals for the logged in User.

Dropdown options are provided to filter any assigned and sent requests.

Document(s)

Note: To enable the Document Tab in MS Team, enable the ID token from Authentication in Register application of Microsoft Azure portal.

This is a list of all documents that a user has access to in Teams or all shared documents like Teams/SharePoint/OneNote/OneDrive.

Filters are provided for easy search.

My Requests

This tab displays the requests the user may have been the approver for, any approved requests, and their submitted requests.

User(s)

This is a list of users and their access details to Teams and documents.

It allows to remove access to Teams and documents.

About

Shows information about the CAM App and support details.

Filtering

There is an option in the CAM Teams App to filter any data on the Owner Teams or Member Teams.

  1. Click the Actions menu to view options. Options available are:

  • Team Name

  • Last Access

  1. Click Clear to clear the populated filter to view all records.

 

Note: The CAM Teams app will automatically discover the tenant based on the team app's Office365 tenant registered during the App Registration. It will be auto-populated in the CAM URL input box.

If there is no existing mapping in the CAM External system configuration or more than one CAM tenant mapped with this Office365 tenant, then the user must specify the CAM subdomain in the CAM URL input box.

Archive and Restore Team

CAM allows for the archiving and restoration of a given team using a CSV upload.

Archive 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 Team CSV

Restore Team

Once the team is restored it will be enabled on 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 sites detailed below for full information, but the steps are outlined.

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

Permissions: You must be a global admin or Teams service admin to manage these policies.

Microsoft Teams app policies

  1. Sign into Office 365 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.

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

  9. Under Installed apps, click Add apps.

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

  11. To pin apps, do the following:

  12. Under Pinned apps, click Add apps.

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

  14. Arrange the apps in the order that you want them to appear in Teams, and then click Save.

Note: Request Access is disabled since Summer 2023 and hidden from the Teams app menu.

Required Permissions

Team Apps Permissions

 

My Requests

The My Requests tab displays requests the user had opened, or those approval requests assigned to them if they are an approver.

 

The data displayed is:

Field

Description

Field

Description

Requested By

The person who made the request (should be this user viewing My Requests. )

Requested Date

The date the request was submitted.

Team/Channel Name

Name of the Team or Channel the request was part of.

Workspace Name

Name of the Workspace

Client

Name of the client

Matter

Name of the matter

Action Type

Type of Action requested. Create Team, Create Site, Create Onedrive folder, Create Channel or Grant Access are allowed.

Status

The status of the Request. Waiting for Approval, Request Approved, or Request Denied display.

Action

Click zview details to view all request information and history and comments.

 

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