How to integrate Microsoft Teams

πŸ€“ Who can do this? You will need to be an admin in Atlan to configure the Microsoft Teams integration. You will also need inputs and approval from the Application Administrator and Teams Administrator of your Microsoft Teams workspace.

To integrate Microsoft Teams and Atlan, follow these steps.

Retrieve the team link

To retrieve the team link, from within Microsoft Teams:

  1. In the left menu in Microsoft Teams, click Teams.
  2. Under Teams, navigate to your team, and to the right of the team name, click the three dots.
  3. From the dropdown menu, click Get link to team.
  4. From the Get a link to the team dialog, click Copy to copy the team link and save it in a temporary location.

Connect Atlan to Microsoft Teams

Once you have retrieved the team link, you can proceed to connecting Atlan to Microsoft Teams.

From within Atlan:

  1. From the left menu on any screen, click Admin.
  2. Under Workspace, click Integrations.
  3. In the Microsoft Teams tile, click Connect.
  4. In the Add to Microsoft Teams dialog, for Team link, paste the team link you copied from Microsoft Teams above.
  5. Click Next to continue.
  6. For Install the Atlan app in your Teams workspace:
    • If you have Application Administrator access to Microsoft Teams:
      • Click Install now to install Atlan in your Microsoft Teams workspace.
      • In the Permissions requested popover, click Accept to publish the Atlan app.
    • If you do not have admin access to Microsoft Teams:
      • Click Request access.
      • In the Permissions requested popover, click Accept to publish the Atlan app.
      • Contact your Microsoft Teams administrator to approve and publish the Atlan app in your Microsoft Teams workspace.

Add Atlan to the Microsoft Teams directory

Once the Atlan app has been published in your Microsoft Teams workspace, you will need your Teams Administrator to add Atlan to your Microsoft Teams directory.

From within Microsoft Teams:

  1. Log in to Microsoft Teams with Teams Administrator access.
  2. In the left menu in Microsoft Teams, click Apps.
  3. On the Apps page, select the Atlan app.
  4. In the Atlan dialog, next to the Add button, click the downward arrow and then click Add to a team.
  5. In the Add Atlan to a team dialog, for Type a team or channel name, click the search box and select the Microsoft Teams directory to which you would like to add Atlan.
  6. At the bottom of the dialog, click Set up a bot to complete the connection.

Atlan is now connected to Microsoft Teams! πŸŽ‰

Configure integration from Atlan to Microsoft Teams

Now that Atlan is connected to Microsoft Teams, you can configure the Microsoft Teams integration from Atlan.

From the Integrations sub-menu:

  1. Expand the Microsoft Teams tile.
  2. Under the Configurations tab, configure the following:
    1. For any existing Microsoft Teams integrations prior to February 22, 2024 only, you will need to update the Atlan app in your Microsoft Teams workspace to use new features like enabling notifications for starred assets:
      • If you have Application Administrator access to Microsoft Teams:
        • Click Install now to update the Atlan app in your Microsoft Teams workspace.
        • In the Permissions requested popover, click Accept to update the Atlan app.
      • If you do not have admin access to Microsoft Teams:
        • Click Request update.
        • Contact your Microsoft Teams administrator to update the Atlan app in your Microsoft Teams workspace.
        • Once updated, click Check status in Atlan to view the status of your requested update.
      πŸ’ͺ Did you know? For all new Microsoft Teams integrations from February 22, 2024 onward, no additional configuration required.
    2. For Channels, enter channels to use in your Microsoft Teams workspace to allow users to post to from within Microsoft Teams or get notified about glossary updates. Enter the channel name without a #, and press tab after each channel if you want to enter multiple channels.
    3. (Optional) For Workflows alert channel, enter the name of a single channel that can be used to see alerts for workflow activities in Atlan. You can also choose to receive failure alerts only by toggling on the Receive failure alerts only slider.
  3. At the bottom of the tile, click the Update button.

Users can now post to Microsoft Teams without leaving Atlan! πŸŽ‰

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