Compliance Archiving for Symphony

Overview

Nuclei provides Symphony customers with the ability to automatically export and archive all communications occurring within Symphony, including:  

• Event Messages
• Social Messages
• External Messages (WeChat, WhatsApp, SMS, LINE)

As a first step, your Symphony admin must configure a Recurring Export in the Symphony Admin Portal, and provide Nuclei with an RSA PGP Key Pair provided by Symphony that will be used to connect to Symphony's hosted SFTP servers. Once complete, Nuclei will automatically import Symphony messages and related activity. Content can be retained with Nuclei, or exported for review and retention in your existing compliance archive. 

Prerequisites

• Symphony Hosted SFTP
• Symphony Recurring Export
• Symphony generated Encryption Key for Context Export
• Symphony generated RSA Key for SFTP authorization 
• Symphony Company ID

Scope

Messages

Native and federated messages sent between Symphony users are supported for archiving. The following types of metadata are supported for each message:

• Record ID
• Record Type
• Record Scope
• Message Type
• External Messaging Platform
• Message ID
• Thread ID
• Creation Date
• Content
• Content Type
• Attachments

The following additional types of metadata are also supported for each message participant:

• User ID
• Email Address
• Company Name

Getting Setup

Symphony

To enable archiving you must configure third-party archiving in Symphony:

1. Login to your Symphony instance
2. Select "Settings"
3. Select "Admin Portal", then select "Begin Session"
4. Select "Export Content" under "Company Settings"
5. Select the "SFTP" tab
6. Make note of your SFTP Information:
   1. "SFTP Domain"
   2. "SFTP Port"
7. Under "Authentication", select "Choose Your Key"
8. Select "Symphony Provided"
9. Make note of your RSA private and public keys
10. Select "Save & Close"
11. Make note of your SFTP "Username"

You must also configure an "Encryption Key for Content Export" in Symphony:

1. Select "Export Content" under "Company Settings"
2. Select the "Encryption" tab
3. Under "RSA Encryption of CE files", select "Choose Your Key"
4. Select "Symphony Provided"
5. Make note of the provided PGP private and public keys
6. Select "Save & Close"

You must also enable "Recurring Export" to begin ongoing export of Symphony content:

1. Select "Export Content" under "Company Settings"
2. Select the "Recurring Export" tab
3. Select "Enabled"

Nuclei

After enabling archiving in Symphony you must create a new feed:

1. Login to https://app.nuclei.ai 
2. Select "Configuration" > "Sources"
3. Select "New"
4. Select "Source Type", then select "Symphony"
5. Add a "Description" to the feed
6. Select "Save"

Next, you will need to authorize the new feed:

1. Select "Create Authorization"
2. Enter the "SFTP Domain" provided by Symphony
3. Enter the "SFTP Port" provided by Symphony
4. Enter the Private Key provided by Symphony
5. Enter the SFTP "Username" provided by Symphony
6. Select "Create Authorization"

Uninstallation 

Nuclei

To pause or disable capture:

1. Login to https://app.nuclei.ai 
2. Select "Configuration" > "Sources"
3. Select the desired "Symphony" feed
4. De-select "Capture Enabled"

Symphony

To disable export from Symphony

1. Login to your Symphony instance
2. Select "Settings"
3. Select "Admin Portal", then select "Begin Session"
4. Select "Export Content" under "Company Settings"
5. Select the "Recurring Export" tab
6. Select "Disabled"

Additional Resources

Export Destinations

More Information

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