Archiving messages with a 3rd-party provider

Zoom integrates with Global Relay and Smarsh for alternative message archiving platforms. These providers can store your Zoom chat messages and files transferred over chat. You can choose to store messages and files on only the 3rd-party provider or both the 3rd-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. 3rd 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 3rd-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 3rd-party provider to have Zoom message archiving configured and get the required configuration details.

How to enable 3rd-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 Account Settings.
3. Click the Zoom Chat tab.
   Important: Starting on June 1, 2022, our engineering team will begin the migration and enablement of the New Admin Experience on all accounts. There won’t be any downtime while the migration processes, but the day the New Admin Experience is enabled on your account may vary. Your account owner will receive an email when it completes. Refer to article about the old experience if the New Admin Experience hasn't been enabled on your account yet.
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 3rd-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.

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 3rd-party provider.

1. Sign in to the Zoom web portal as an admin with the privilege to edit Groups.
2. In the navigation menu, click User Management then Groups.
3. Click the applicable group name from the list.
4. Click the Zoom Chat tab.
   Important: Starting on June 1, 2022, our engineering team will begin the migration and enablement of the New Admin Experience on all accounts. There won’t be any downtime while the migration processes, but the day the New Admin Experience is enabled on your account may vary. Your account owner will receive an email when it completes. Refer to article about the old experience if the New Admin Experience hasn't been enabled on your account yet.
   
5. Under Storage, 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