Create a chat channel template

Configure Chat Teams and Channel Templates to create chat teams and channels to collaborate, track the chat conversations, and add users and user groups to those Chat Channels. These Channel templates are created in the Microsoft Teams when a major security incident is promoted.

Before you begin

Role required: sn_msi.workspace_admin

Procedure

1. Navigate to Major Security Incident Management > Chat Channel > Channel Templates.
2. On the Chat Channel Configuration form, click New in the form header.
3. On the form, fill in the fields.

   Table 1. Chat Team Configuration form

   Field	Description
   Name	Name of the folder.
   Provider	Microsoft Teams.
   Team Name	Name for the team, for example in the format, {number}-{category}. Note: The team name provided here will be used across all Major Security Incident records. To ensure that the actual Microsoft Team Name is displayed in MS Teams application and has a unique name value for different Major Security Incidents, it is recommended that you use an incident field value which is unique such as the incident number - {number}. As shown in the screen shot example, the {number} followed by a separator '-' and the {category} field variable would provide a unique number and description of the major security incident that Microsoft Teams is created for, for example {number} - {category}.
   Team Description	Optional description of the team.
   Table	Major Security Incident (sn_msi_incident).

   

4. Click Submit.
5. Navigate to Chat Channel Configuration section.
6. Click New to create a new Chat Channel Configuration.
7. Enter the Chat Team Configuration and Channel Name.
   Note:

   The new channel that you had created here will be your channel name in Microsoft Teams as well. You can search for the same channel and add your conversations.
8. Add the Channel Users and Channel User Groups from the lookup list.
9. Submit the new chat channel configuration record.

   

Result

The chat channel is now created and the users are assigned to those chat channel groups. You can view the collaboration chat activities both in Microsoft Teams and in the Collaboration activity stream of the MSIM Workspace with the organized chat channel hierarchy structure as configured in the Chat Channel provider configuration.