Archiving messages with a third-party provider

Zoom integrates with Global Relay and Smarsh for an alternative message archiving platform. These providers can store your Zoom chat messages and files transferred over chat. You can choose to store messages and files on only the third-party provider or both the third-party provider and Zoom. Currently this integration only supports out-of-meeting chat messages.

Once configured, Zoom will send the messages and files to Global Relay or Smarsh once per day. Third party storage will be used for the entire Zoom account and cannot be enabled for groups or users individually.

Prerequisites for setting up message archiving with a third-party archiving service

• Global Relay: SMTP delivery address from your Global Relay representative or Global Relay support.
• Smarsh: Authorized Channel Token
• Account owner or admin privileges
• Chat encryption disabled (otherwise messages will not be readable)

Contact your third-party provider to have Zoom message archiving configured and get the required configuration details.

How to enable third-party message archiving

Enable Third party archiving at the account level first, then you can enable the setting for individual IM groups.

Account 

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then IM Management.
3. Click the IM Settings tab.
4. Under Storage, click the Third party archiving toggle to enable or disable it.
5. If a verification dialog appears, click Enable or Disable to verify the change.
6. Select your third party provider from the drop-down list and enter the configuration settings.
   
   • Global Relay
     • SMTP delivery address: Enter your SMTP delivery address as supplied by your Global Relay representative or Global Relay support.
     • Username: Enter your Global Relay username.
     • Password: Enter your Global Relay password.
   • Smarsh
     • Authorized Channel Token: Enter your Authorized Channel Token.
7. Click Save.

IM Groups

Note: You must configure Third party archiving in the account IM Settings first. If you have not configured it at the account level, you will be prompted to enable and configure it in IM Settings. You can disable it at the account level afterwards, if only certain groups need to archive Zoom Chat messages with a third-party provider.

1. Sign in to the Zoom web portal as an admin with the privilege to edit IM groups.
2. In the navigation menu, click Account Management then IM Management.
3. On the IM Groups tab, click the applicable group name from the list, or create a new one.
4. Click Advanced Settings.
5. Click the Third party archiving toggle to enable or disable it.

 

Account Level		Group Level
Account Setting Locked	Setting Status	Setting Status	Allow Group Setting
No	Enabled	Enabled/Disabled	Yes
No	Disabled	Enabled/Disabled	Yes
Yes	Enabled	Enabled	No
Yes	Disabled	Disabled	No