Set up a connector to archive Refinitiv Eikon Messenger data

Use the Refinitiv Eikon Messenger DataParser from 17a-4 LLC to import and archive data from Refinitiv Eikon Messenger to user mailboxes in your Microsoft 365 organization. The DataParser includes a Refinitiv Eikon Messenger connector that's configured to capture items from a third-party data source and import those items to Microsoft 365. The Refinitiv Eikon Messenger DataParser connector converts Refinitiv Eikon Messenger data to an email message format and then imports those items to user mailboxes in Microsoft 365.

After Refinitiv Eikon Messenger data is stored in user mailboxes, you can apply Microsoft 365 compliance features such as Litigation Hold, eDiscovery, retention policies and retention labels, and communication compliance. Using a Refinitiv Eikon Messenger connector to import and archive data in Microsoft 365 can help your organization stay compliant with government and regulatory policies.

Overview of archiving Refinitiv Eikon Messenger data

The following overview explains the process of using a data connector to archive Refinitiv Eikon Messenger data in Microsoft 365.

Archiving workflow for Refinitiv Eikon Messenger data from 17a-4

  1. Your organization works with 17a-4 to set up and configure the Refinitiv Eikon Messenger DataParser.

  2. Regularly, Refinitiv Eikon Messenger items are collected by the DataParser. The DataParser also converts the content of a message to an email message format.

  3. The Refinitiv Eikon Messenger DataParser connector that you create in the Microsoft 365 compliance center connects to DataParser and transfers the messages to a secure Azure Storage location in the Microsoft cloud.

  4. A subfolder in the Inbox folder named Refinitiv Eikon Messenger DataParser is created in the user mailboxes, and the Refinitiv Eikon Messenger items are imported to that folder. The connector determines which mailbox to import items to by using the value of the Email property. Every Refinitiv Eikon Messenger item contains this property, which is populated with the email address of every participant.

Before you set up a connector

  • Create a DataParser account for Microsoft connectors. To do this, contact 17a-4 LLC. You need to sign into this account when you create the connector in Step 1.

  • The user who creates the Refinitiv Eikon Messenger DataParser connector in Step 1 (and completes it in Step 3) must be assigned to the Mailbox Import Export role in Exchange Online. This role is required to add connectors on the Data connectors page in the Microsoft 365 compliance center. By default, this role is not assigned to a role group in Exchange Online. You can add the Mailbox Import Export role to the Organization Management role group in Exchange Online. Or you can create a role group, assign the Mailbox Import Export role, and then add the appropriate users as members. For more information, see the Create role groups or Modify role groups sections in the article "Manage role groups in Exchange Online".

Step 1: Set up a Refinitiv Eikon Messenger DataParser connector

The first step is to access to the Data connectors page in the Microsoft 365 compliance center and create a 17a-4 connector for Refinitiv Eikon Messenger data.

  1. Go to https://compliance.microsoft.com and then click Data connectors > Refinitiv Eikon Messenger DataParser.

  2. On the Refinitiv Eikon Messenger DataParser product description page, click Add connector.

  3. On the Terms of service page, click Accept.

  4. Enter a unique name that identifies the connector and then click Next.

  5. Sign in to your 17a-4 account and complete the steps in the Refinitiv Eikon Messenger DataParser connection wizard.

Step 2: Configure the Refinitiv Eikon Messenger DataParser connector

Work with 17a-4 Support to configure the Refinitiv Eikon Messenger DataParser connector.

Step 3: Map users

The Refinitiv Eikon Messenger DataParser connector will automatically map users to their Microsoft 365 email addresses before importing data to Microsoft 365.

Step 4: Monitor the Refinitiv Eikon Messenger DataParser connector

After you create a Refinitiv Eikon Messenger DataParser connector, you can view the connector status in the Microsoft 365 compliance center.

  1. Go to https://compliance.microsoft.com and click Data connectors in the left nav.

  2. Click the Connectors tab and then select the Refinitiv Eikon Messenger DataParser connector that you created to display the flyout page, which contains the properties and information about the connector.

  3. Under Connector status with source, click the Download log link to open (or save) the status log for the connector. This log contains data that has been imported to the Microsoft cloud.

Known issues

At this time, we don't support importing attachments or items that are larger than 10 MB. Support for larger items will be available at a later date.