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Comma Compliance Docs

Setting Up Microsoft 365 Archiving

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Microsoft 365 covers email (Outlook and Exchange), team chat (Teams), file collaboration (OneDrive), and calendar - all in one tenant. Comma connects to the whole tenant once and captures across every surface, with admin-consent scopes tiered so you grant only what you need.

How Microsoft 365 capture works

Section titled “How Microsoft 365 capture works”

Comma uses the Microsoft Graph API with delegated and application permissions:

  • Email (Outlook, Exchange) - inbound, outbound, CC, BCC, attachments, drafts where retention applies
  • Teams - 1:1 chats, group chats, channel messages, reactions, edits, deletes, files, meeting chat
  • OneDrive - file create/modify/move/delete, version history, sharing changes, comments
  • Calendar - meeting metadata and attendee changes for context
  • Direct-source ingestion (no MX rerouting, no journaling proxy)

Permission tiers

Section titled “Permission tiers”

Comma supports three Microsoft Graph permission tiers so admins can scope consent:

  • Directory access - read users and groups only (lowest scope)
  • Contact access - directory plus contacts and calendar
  • Full access - directory, contacts, calendar, email bodies, Teams chat, OneDrive content

Pick the lowest tier that covers your retention obligations. You can re-consent at a higher tier later without losing existing capture.

See Microsoft & Google OAuth Permissions for the exact Graph scopes each tier requests and why.

Prerequisites

Section titled “Prerequisites”
  • Microsoft 365 tenant administrator (Global Admin or Privileged Role Admin)
  • Comma team admin access
  • About 10 minutes

Setup steps

Section titled “Setup steps”
  1. Sign in to the Comma Compliance dashboard
  2. Open Integrations in the top navigation
  3. Under Organizational Integrations, find the Microsoft 365 card and click Connect
  4. Choose your permission tier (Directory / Contact / Full)
  5. You’ll be redirected to Microsoft to sign in with your admin account
  6. Approve the admin consent prompt for the selected scopes
  7. Microsoft redirects you back to Comma and the installation is confirmed
  8. Initial sync runs in the background; new messages capture in real time

Verifying capture

Section titled “Verifying capture”

After the first sync window (~15 minutes for a typical tenant):

  • The integration card lists the connected tenant name and consented scope tier
  • A test email sent through the tenant appears in Messages within a few minutes
  • Teams chat capture shows under the Teams filter

Removing the integration

Section titled “Removing the integration”
  1. From the Microsoft 365 card in Comma, click Disconnect
  2. (Optional) Revoke the app in the Microsoft admin portal: Microsoft Entra admin center > Enterprise applications > Comma Compliance > Properties > Delete
  3. Historical capture remains under your retention policy

What’s next

Section titled “What’s next”