设置连接器以存档透视数据Set up a connector to archive Pivot data

使用 Microsoft 365 合规中心中的一个 Microsoft 365 连接器,将数据从 Pivot 平台导入并存档到 Microsoft 365 组织的用户邮箱。Use a Veritas connector in the Microsoft 365 compliance center to import and archive data from the Pivot platform to user mailboxes in your Microsoft 365 organization. Microsoft 为您提供了一个 配置为 定期捕获第三方数据源 (中的项目的数据透视) 然后将这些项目导入到 Microsoft 365。Veritas provides you with a Pivot connector that is configured to capture items from the third-party data source (on a regular basis) and then import those items to Microsoft 365. Pivot 是一个即时消息平台,允许与金融市场参与者进行协作。Pivot is an instant messaging platform that allows collaboration with financial market participants. 连接器将聊天消息等项目从用户的透视帐户转换为电子邮件格式,然后将这些项目导入到 Microsoft 365 中的用户邮箱。The connector converts items such as chat messages, from a users' Pivot accounts to an email message format and then imports those items to the user mailboxes in Microsoft 365.

将透视数据存储在用户邮箱中后,可以应用 Microsoft 365 合规性功能,如诉讼保留、电子数据展示、保留策略和保留标签以及通信合规性。After Pivot 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. 使用透视连接器在 Microsoft 365 中导入和存档数据可帮助组织遵守政府法规策略。Using a Pivot connector to import and archive data in Microsoft 365 can help your organization stay compliant with government and regulatory policies.

存档数据透视表数据概述Overview of archiving Pivot data

以下概述介绍使用连接器在 Microsoft 365 中存档透视数据的过程。The following overview explains the process of using a connector to archive the Pivot data in Microsoft 365.


  1. 组织与 Pivot 一起设置和配置透视源网站。Your organization works with Pivot to set up and configure a Pivot source site.

  2. 每 24 小时复制一次数据透视表项,然后复制到"中""合并 1"网站。Once every 24 hours, Pivot items are copied to the Veritas Merge1 site. 连接器还会将透视表项目转换为电子邮件格式。The connector also converts the Pivot items to an email message format.

  3. 在 Microsoft 365 合规中心创建的数据透视连接器每天连接到 Microsoft Merge1 网站,将透视项目转移到 Microsoft 云中安全的 Azure 存储位置。The Pivot connector that you create in the Microsoft 365 compliance center, connects to the Veritas Merge1 site every day and transfers the Pivot items to a secure Azure Storage location in the Microsoft cloud.

  4. 连接器使用自动用户映射的 Email 属性值将透视项目导入到特定用户的邮箱,如步骤 3 中所述The connector imports the Pivot items to the mailboxes of specific users by using the value of the Email property of the automatic user mapping as described in Step 3. 在用户邮箱中创建名为 Pivot 的收件箱文件夹中的子文件夹,项目将导入该文件夹。A subfolder in the Inbox folder named Pivot is created in the user mailboxes, and the items are imported to that folder. 连接器使用 Email 属性的值实现此操作。The connector does this by using the value of the Email property. 每个透视表项都包含此属性,该属性用项目每个参与者的电子邮件地址填充。Every Pivot item contains this property, which is populated with the email address of every participant of the item.

准备工作Before you begin

  • 为 Microsoft 连接器创建一个 Microsoft Merge1 帐户。Create a Veritas Merge1 account for Microsoft connectors. 若要创建此帐户,请联系"用户支持人员"。To create this account, contact Veritas Customer Support. 在步骤 1 中创建连接器时,将登录到此帐户。You will sign into this account when you create the connector in Step 1.

  • 必须在步骤 1 中创建透视 (并将其在步骤 3) 中完成的用户分配给 Exchange Online 中的邮箱导入导出角色。The user who creates the Pivot connector in Step 1 (and completes it in Step 3) must be assigned to the Mailbox Import Export role in Exchange Online. 在 Microsoft 365 合规中心的"数据连接器"页面上添加连接器需要此角色。This role is required to add connectors on the Data connectors page in the Microsoft 365 compliance center. 默认情况下,此角色不会分配给 Exchange Online 中的角色组。By default, this role is not assigned to a role group in Exchange Online. 可以将"邮箱导入导出"角色添加到 Exchange Online 中的"组织管理"角色组。You can add the Mailbox Import Export role to the Organization Management role group in Exchange Online. 也可以创建角色组,分配邮箱导入导出角色,然后将相应的用户添加为成员。Or you can create a role group, assign the Mailbox Import Export role, and then add the appropriate users as members. 有关详细信息,请参阅"在Exchange Online中管理角色组"一文的创建角色组或修改角色组部分。For more information, see the Create role groups or Modify role groups sections in the article "Manage role groups in Exchange Online".

步骤 1:设置透视表连接器Step 1: Set up the Pivot connector

第一步是访问 Microsoft 合规中心中的"数据连接器"页面,并创建用于透视数据的连接器。The first step is to access to the Data Connectors page in the Microsoft compliance center and create a connector for Pivot data.

  1. 转到 , https://compliance.microsoft.com 然后单击"数据 连接器"" > 透视"。Go to https://compliance.microsoft.com and then click Data connectors > Pivot.

  2. 在"数据透视表 产品说明"页上,单击"添加连接器"。On the Pivot product description page, click Add connector.

  3. 在"服务条款"页上,单击"接受 "。On the Terms of service page, click Accept.

  4. 输入标识连接器的唯一名称,然后单击下一 Enter a unique name that identifies the connector and then click Next.

  5. 登录到 Merge1 帐户以配置连接器。Sign in to your Merge1 account to configure the connector.

步骤 2:在"完成"合并 1 网站中配置透视连接器Step 2: Configure the Pivot connector on the Veritas Merge1 site

第二步是在 Merge1 网站上配置透视连接器。The second step is to configure the Pivot connector on the Merge1 site. 若要了解如何在"一线合并 1"网站上配置透视连接器,请参阅 Merge1 第三方连接器用户指南For information about how to configure the Pivot connector on the Veritas Merge1 site, see Merge1 Third-Party Connectors User Guide.

单击 "保存& 完成"后,将显示 Microsoft 365 合规中心中的连接器向导中的"用户映射"页。After you click Save & Finish, the User mapping page in the connector wizard in the Microsoft 365 compliance center is displayed.

步骤 3:映射用户并完成连接器设置Step 3: Map users and complete the connector setup

若要映射用户并完成 Microsoft 356 合规中心中的连接器设置,请按照以下步骤操作:To map users and complete the connector setup in the Microsoft 356 compliance center, follow these steps:

  1. 在" 将 Pivot 用户映射到 Microsoft 365 用户"页上,启用自动用户映射。On the Map Pivot users to Microsoft 365 users page, enable automatic user mapping. 透视表项目包括一个称为 Email 的属性,该属性包含组织中用户的电子邮件地址。The Pivot items include a property called Email, which contains email addresses for users in your organization. 如果连接器可以将此地址与 Microsoft 365 用户关联,则项目将导入该用户的邮箱。If the connector can associate this address with a Microsoft 365 user, the items are imported to that user's mailbox.

  2. 单击 "下 一步",查看设置,然后转到"数据连接器"页以查看新连接器的导入过程的进度。Click Next, review your settings, and go to the Data connectors page to see the progress of the import process for the new connector.

步骤 4:监视透视表连接器Step 4: Monitor the Pivot connector

创建透视连接器后,可以在 Microsoft 365 合规中心查看连接器状态。After you create the Pivot connector, you can view the connector status in the Microsoft 365 compliance center.

  1. 转到左侧 https://compliance.microsoft.com 导航 导航中的"数据 连接器",然后单击" 数据连接器"。Go to https://compliance.microsoft.com and click Data connectors in the left nav.

  2. 单击" 连接器" 选项卡,然后选择 透视表 连接器以显示飞出页。Click the Connectors tab and then select the Pivot connector to display the flyout page. 此页面包含有关连接器的属性和信息。This page contains the properties and information about the connector.

  3. "源的连接器状态" 下, 单击"下载 日志"链接 (或) 连接器的状态日志。Under Connector status with source, click the Download log link to open (or save) the status log for the connector. 此日志包含已导入到 Microsoft 云的数据。This log contains data that has been imported to the Microsoft cloud.

已知问题Known issues

  • 目前,我们不支持导入大于 10 MB 的附件或项目。At this time, we don't support importing attachments or items that are larger than 10 MB. 稍后将提供对较大项目的支持。Support for larger items will be available at a later date.