Set up Microsoft Teams integration

Microsoft Teams integration must be prepared by an administrator and be configured and confirmed by each Teams user who wants to benefit from the integration.

Administrators are users who have the SysAdmin global role. Before any user can complete the Teams integration, administrators must link the Collibra Platform Self-Hosted to the Teams tenant.

Prerequisites

  • A Teams tenant is available.
  • Appropriate CPSH user accounts are added to the Teams tenant.
  • You have coordinated with your internal IT department to complete your internal approval process. This may involve application, security, and privacy reviews, depending on your organization's policies.
  • Ensure that your environment uses the latest user interface.

Steps

  1. On the main toolbar, click Products icon → Settings.
  2. In the General section, click External Apps.
  3. For the Teams app, click Activate. Depending on your organization's settings, one of the following occurs:
    • The Pick an Account page prompts you to select the account associated with the Teams tenant where you want to activate CPSH. If the account for the desired Teams tenant is not listed, select Use another account.
    • The Teams Request Permissions page opens, requesting permission to access a Teams tenant for Collibra Platform Self-Hosted. After this step, a request is sent to your IT administrator for approval. Please work with your IT team to complete the approval process.
  4. You are redirected to CPSH with a success message that the app has been activated.

Note Notifications aren't sent yet to users when Teams is integrated with CPSH. Users must connect their user accounts first.

Prerequisites

  • Your administrator has followed the setup documentation to activate the Teams app for your CPSH instance.
  • You have an active user account for a Teams tenant.
  • Your CPSH environment connects exclusively to one Teams tenant.
  • Ensure that your environment uses the latest user interface.

Steps

  1. Install the CPSH app in Microsoft Teams.
  2. On the main toolbar, click your avatar → Profile.
  3. On the Notification Settings tab, in the External app notifications section, click the Connect button next to Teams.
    A confirmation message appears. You also receive a Teams notification in the connected tenant indicating that CPSH is set up.

What's next

Use Microsoft Teams with CPSH.