Use MS Teams as a Content Source

Microsoft (MS) Teams is a great collaboration tool for organizations invested heavily in Microsoft 365. It's used for internal communication, such as inter-team messaging and chatting. SearchUnify can index the data stored in public channels on Microsoft Dynamics.

Connecting MS Teams with SearchUnify helps end-users search through posts, files, wiki, and tasks. SearchUnify respects access control settings so that users can search the content based on the teams and channels they are part of and the permissions assigned to them.

NOTE.

Crawling posts requires the enabling of a few custom features. Fill Request access to protected APIs in Microsoft Graph to ask the SearchUnify team to enable the custom features for your SearchUnify instance.

Establishing A Connection

  1. Navigate to Content Sources.

  2. Click Add New Content Source.

  3. Locate Microsoft Teams from the list of supported content sources. Once located, click on the Add button next to it.

  4. Enter a value in the Name field and click Connect.

  5. A pop-up screen will appear. Click Allow to allow SearchUnify to access MS Teams' data.

  6. Click Next to complete the connection.

Set Up Crawl Frequency

The first crawl is always manual and is performed after configuring the content source. For now, keep the frequency to its default value Never and click Set and move to the next section.

Select Content Type for Indexing

There are several content types in the MS Teams. And further there are several fields for the respective content types like Team, Team Owner, Channel Name, Channel Owner, Channel Description, Messages, Posts, Replies, etc. You can choose to index all of these properties, or some of them. It is, however, recommended to index all properties.

  1. Click to select message properties for indexing.

  2. Use or to edit or remove properties and click Save.

  3. Navigate to By Channel.

  4. Use the index to find your channels, check the box in Enable column to index them, and click Save.

Upon clicking Save, your MS Teams' content types will be indexed immediately based on your crawl frequency settings or it may take some time based on the amount of data that is to be crawled.

After the First Crawl

Return to the Content Sources screen and click in Actions. The number of indexed documents is updated after the crawl is complete. You can view crawl progress in in Actions. Documentation on crawl progress is in View Crawl Logs.

NOTE 1

Review the settings in Rules if there is no progress in Crawl Logs.

NOTE 2

For Mamba '22 and newer instances, search isn't impacted during a crawl. However, in older instances, some documents remain inaccessible while a crawl is going on.

Once the first crawl is complete, click in Actions open the content source for editing, and set a crawl frequency.

  1. In Choose a Date, click to fire up a calendar and select a date. Only the data after the selected date is indexed.

  2. Use the Frequency dropdown to select how often SearchUnify should index the data. For illustration, the frequency has been set to Weekly and Tuesday has been chosen as the crawling day. Whenever the Frequency is other than Never, a third dropdown appears where you can specify the interval. Also, whenever Frequency is set to Hourly, then manual crawls are disabled.

  3. Click Set to save crawl frequency settings. On clicking Set, you are taken to the Rules tab.

Last updatedTuesday, February 6, 2024

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