Compliance Archiving for Zoom Team Chat

Overview

Nuclei provides Zoom customers with the ability to automatically export, enrich, and archive all Zoom Team Chat communication, including:

• Private messages
• Group messages
• Message attachments  

As a first step, the Zoom Chat archiving app must be deployed from the Zoom Marketplace. Once provisioned, Zoom Chat messages are automatically ingested and made available for archival and further processing in other 3rd party applications. 

Prerequisites

• Zoom Basic, Pro, Business, or Enterprise account
• Advanced chat encryption must be disabled

Scope

Zoom Chat

Chat messages sent or received by users within your own Zoom organization are supported for archiving. The following types of metadata are supported for each Zoom Chat message:

• Date / Time
• Message Files 
• Message ID
• Message Sender
• Message Recipient 
• Session ID

The following chat information is not supported by Zoom for archiving: 

• Screen capture
• Animated GIF images
• Code snippets
• Voice message
• Video message

Supported Archives

The following archiving destinations are supported for Zoom Chat Archiving:

• Dell EMC SourceOne
• Global Relay Archive
• Mimecast Cloud Archive
• Proofpoint Enterprise Archive
• Smarsh Digital Safe
• Smarsh Enterprise Archive
• Smarsh Professional Archive
• Veritas Enterprise Vault
• ZL Unified Archive

TLDR;

Installation 

1. Authorize the archiving app from the Zoom Marketplace:
   1. "Nuclei for Zoom Chat", or
   2. "Smarsh for Chat" (Smarsh customers)
2. Use Zoom Chat 

Usage

Utilization varies, and will depend on the downstream archive being used. 

As an example, to review archived content in the Smarsh Professional Archive:

1. Login to https://app.smarsh.com 
2. Select Search > New Search 
3. Select Content, and replace "All Content" with "Zoom" 
4. Select "Search"
5. Select and review Zoom Chat messages from the search results.

Review of archived content in other archives will generally follow the normal process for review of archived records in that archive. 

Uninstallation 

1. Login to https://marketplace.zoom.us
2. Select "Manage"
3. Select "Installed Apps" 
   1. Select "Nuclei for Zoom Chat", or
   2. Select "Smarsh for Chat"
4. Select "Uninstall"

Getting Setup

Configure Zoom Chat 

To configure Zoom Chat for the entire Zoom Organization: 

1. Login to https://admin.zoom/us, and select "My Account" 
2. Select "Account Management", and then "Account Settings"
3. Select the "Zoom Chat" tab
4. Deactivate "Code Snippet" (optional, for compliance use cases)
5. Deactivate "Enable advanced chat encryption"

To enable Zoom Admins to deploy the archiving app:

1. Login to https://admin.zoom/us, and select "My Account" 
2. Select "User Management", and then "Roles"
3. Select "Admin", and then "Edit"
4. Select the "Role Settings" tab
5. Scroll down to "Chat Management"
6. Activate "View" to enable API access for "Chat messages"
7. Activate "View" to enable API access for "Chat channels"

Afterwards your Zoom Chat settings will be enforced for all Zoom users in your organization. 

Enable Chat Archiving (Organization)

By default Zoom Chat archiving will take place for all active Chat users on the Zoom account.

Enable Chat Archiving (Zoom Group)

To enable a selective archiving configuration (optional) whereby Zoom Chat messages are only archived for users based on their Zoom Group Membership:

1. Login to https://admin.zoom/us, and select "My Account" 
2. Select "User Management", and then "Groups"
3. Select "Add Group", and enter a new Group Name and Description
4. Select the link next to "Total Members"
5. Add all group members that should be subject to Chat archiving. 
6. Submit a web ticket containing the Group Name for the newly created Group(s). 

Afterwards, Nuclei will update the feed configuration in our infrastructure which will enable selective archiving of Zoom Chat messages from users that are members of the submitted group.  

Zoom App Marketplace

Nuclei's archiving apps for Zoom can be installed directly from the Zoom Marketplace: 

1. Login to https://marketplace.zoom.us
2. Select "Search for a published app"
   1. Type in "Nuclei for Zoom Chat", or
   2. Type in "Smarsh for Chat" (Smarsh customers)
3. Select the app
4. Select "Install", and then "Authorize"

Upon successful authorization, you will see the following message displayed: 

"Perfect! You're ready to archive Zoom Chat!"

Test Plan

After installation, please complete the following test plan to validate successful app deployment: 

Zoom

1. Send a test Zoom Chat message. 

Compliance Archive 

1. Login to the archive
2. Compose a search for Zoom activity 
3. Select the test Zoom Chat message you completed in the steps above from the search results.
4. Validate that the Zoom Chat message appears correctly in the Archive:  
5. Validate that all chat participants are correctly identified. 

Additional Resources

Compliance Archiving for Zoom Meetings

Compliance Archiving for Zoom Phone

More Information

For more information on Compliance Archiving for Zoom and for a demonstration of related capabilities please contact Nuclei's sales team at hello@nuclei.ai.