Symphony Instant Messages - Files - CDRs
The secure, cloud-based communications platform that connects markets and individuals, Symphony promotes collaboration and increases workflow productivity while maintaining organizational compliance.
For more information on the solution, refer to the Symphony website at https://symphony.com/
Symphony can export the contents of conversations to shared folders. Verba then can import these files from this location and move them to the storage locations.
For a general description of import sources, please refer to Import sources.
Supported import formats:
- XML (recommended)
- EML
Import is supported for the following features:
- Instant Messaging import
- File Transfer import
- CDR reconciliation for voice, video, screen recordings (Symphony XML format only)
Creating a Symphony import source
Follow the steps below to create a new Verba Import source for Symphony:
Step 1 - Open the Verba Web interface then select Data / Import Sources from the top menu
Step 2 - Click on the Add New Import Source link on the top right
Step 3 - Complete the configuration according to the requirements in the following table
Configuration item | Description |
|---|---|
| Name | Name your import source. This name will identify this source across the system |
| Type | Select Symphony XML (recommended) or Symphony EML |
| Source folder | Specify the network path to the shared folder where the Symphony conversations are available for import |
| Login Name | Login name for the network folder |
| Password | Password for the network folder |
Step 4 - Click Save to save the settings
Import policy configuration
Follow the steps below to configure the Data Import action:
Step 1 - In the Verba web interface, navigate to Data / Data Management Policies
Step 2 - Click on the Add New Data Management Policy button at the top-right corner of the page
Step 3 - For the action, select Data Import
Step 4 - Under Available Import Sources, select the Import Source that you created, then click on the Add button just below the text field
Step 5 - Configure the policy details, based on the information below:
| Configuration Parameter Name | Description |
|---|---|
| Enable Recording Rules | Specifies if all data should be processed in the imported data set or just the records of the recorded users as configured in Verba |
| Execute Only on Selected Servers | If enabled, a specific server can be chosen that will run this policy |
Step 6 - Set up how frequently the import should be run in the Scheduling section
Step 7 - Click on Save