Set up a connector to archive InvestEdge data

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

After storing InvestEdge data in user mailboxes, you can apply Microsoft Purview features such as Litigation Hold, eDiscovery, retention policies and retention labels, and communication compliance. By using an InvestEdge connector to import and archive data in Microsoft 365, your organization can stay compliant with government and regulatory policies.

Overview of archiving InvestEdge data

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

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

2. The DataParser regularly collects InvestEdge items and converts the content of a message to an email message format.

3. You create the InvestEdge DataParser connector in the Microsoft Purview portal. The connector connects to DataParser and transfers the messages to a secure Azure Storage location in the Microsoft cloud.

4. The connector creates a subfolder in the Inbox folder named InvestEdge DataParser in the user mailboxes and imports the InvestEdge items to that folder. The connector uses the value of the Email property to determine which mailbox to import items to. Every InvestEdge 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 create an account, contact 17a-4 LLC. You need to sign in to this account when you create the connector in Step 1.

• Assign the Data Connector Admin role to the user who creates the InvestEdge DataParser connector in Step 1 (and completes it in Step 3). You need this role to add connectors on the Data connectors page in the Microsoft Purview portal. Multiple role groups include this role by default. For a list of these role groups, see Roles in Microsoft Defender for Office 365 and Microsoft Purview compliance. Alternatively, an admin in your organization can create a custom role group, assign the Data Connector Admin role, and add the appropriate users as members. For instructions, see:

  • Permissions in the Microsoft Purview portal
  • Roles and role groups in Microsoft Defender for Office 365 and Microsoft Purview compliance

• This 17a-4 data connector is available in GCC environments in the Microsoft 365 US Government cloud. Third-party applications and services might involve storing, transmitting, and processing your organization's customer data on third-party systems that are outside of the Microsoft 365 infrastructure. Therefore, Microsoft Purview and data protection commitments don't cover these systems. Microsoft makes no representation that use of this product to connect to third-party applications implies that those third-party applications are FEDRAMP compliant.

Step 1: Set up a InvestEdge DataParser connector

Create a 17a-4 connector for InvestEdge data in the Microsoft Purview portal.

1. Sign in to the Microsoft Purview portal.
2. Select Settings > Data connectors.
3. Select My connectors, then select Add connector.
4. From the list, choose InvestEdge DataParser.
5. On the Terms of service page, select Accept.
6. Enter a unique name that identifies the connector and then select Next.
7. Sign in to your 17a-4 account and complete the steps in the InvestEdge DataParser connection workflow.

Step 2: Configure the InvestEdge DataParser connector

Work with 17a-4 Support to configure the InvestEdge DataParser connector.

Step 3: Map users

The InvestEdge DataParser connector automatically maps users to their Microsoft 365 email addresses before importing data to Microsoft 365.

Step 4: Monitor the InvestEdge DataParser connector

After you create a InvestEdge DataParser connector, you can view the connector status in the Microsoft Purview portal.

1. Sign in to the Microsoft Purview portal.
2. Select Settings > Data connectors.
3. Select My connectors, then select the InvestEdge DataParser connector that you created to display the flyout page, which contains the properties and information about the connector.
4. Under Connector status with source, select the Download log link to open (or save) the status log for the connector. This log contains information about the data that's imported to the Microsoft cloud. For more information, see View admin logs for data connectors.

Limits

Importing attachments or items supports files up to 10 MB.