Set up a connector to archive Symphony data

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Use a Veritas connector to import and archive Symphony data to user mailboxes in your Microsoft 365 organization. Symphony is a messaging and collaboration platform used in the financial services industry. Veritas provides a Symphony data connector in the compliance portal that you can configure to capture items from the third-party data source (on a regular basis) and then import those items to user mailboxes. The connector converts the content of an item from the Symphony account to an email message format and then imports the item to a mailbox in Microsoft 365.

After Symphony communications are stored in user mailboxes, you can apply Microsoft Purview features such as Litigation Hold, eDiscovery, retention policies and retention labels, and communication compliance. Using a Symphony connector to import and archive data in Microsoft 365 can help your organization stay compliant with government and regulatory policies.

Tip

If you're not an E5 customer, use the 90-day Microsoft Purview solutions trial to explore how additional Purview capabilities can help your organization manage data security and compliance needs. Start now at the Microsoft Purview compliance portal trials hub. Learn details about signing up and trial terms.

Overview of archiving Symphony data

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

Symphony archiving workflow.

  1. Your organization works with Symphony to set up and configure a Symphony site.

  2. Once every 24 hours, chat messages from Symphony are copied to the Veritas Merge1 site. The connector also converts the content of a chat message to an email message format.

  3. The Symphony connector that you create in the Microsoft Purview portal or the Microsoft Purview compliance portal connects to the Veritas Merge1 site every day and transfers the messages to a secure Azure Storage location in the Microsoft cloud.

  4. The connector imports the converted message items to the mailboxes of specific users using the value of the Email property of the automatic user mapping as described in Step 3. A new subfolder in the Inbox folder named Symphony is created in the user mailboxes, and the message items are imported to that folder. The connector determines which mailbox to import items to by using the value of the Email property. Every chat message contains this property, which is populated with the email address for every participant.

Before you begin

  • Create a Veritas Merge1 account for Microsoft connectors. To create an account, contact Veritas Customer Support. You will sign into this account when you create the connector in Step 1.

  • The user who creates the Symphony connector in Step 1 (and completes it in Step 3) must be assigned the Data Connector Admin role. This role is required to add connectors on the Data connectors page in the compliance portal. This role is added by default to multiple role groups. 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 then add the appropriate users as members. For instructions, see:

  • This Veritas data connector is in public preview 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 and therefore aren't covered by the Microsoft Purview and data protection commitments. 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 the Symphony connector

The first step is to create a connector for Symphony data in the Microsoft Purview portal or the compliance portal.

Select the appropriate tab for the portal you're using. To learn more about the Microsoft Purview portal, see Microsoft Purview portal. To learn more about the Compliance portal, see Microsoft Purview compliance portal.

  1. Sign into the Microsoft Purview portal.
  2. Select Settings > Data connectors.
  3. Select My connectors, then select Add connector.
  4. From the list, choose Symphony.
  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 Merge1 account to configure the connector.

Configure the Symphony connector on the Veritas Merge1 site

The second step is to configure the Symphony connector on the Merge1 site. For information about configuring the Symphony connector on the Veritas Merge1 site, see Merge1 Third-Party Connectors User Guide.

After you select Save & Finish, the User mapping page in the connector wizard in the Microsoft Purview portal or the compliance portal is displayed.

Step 3: Map users and complete the connector setup

To map users and complete the connector setup in the Microsoft Purview portal or the compliance portal, follow these steps:

  1. On the Map external users to Microsoft 365 users page, enable automatic user mapping. The Symphony items include a property called Email, which contains email addresses for users in your organization. If the connector can associate this address with a Microsoft 365 user, the items are imported to that user’s mailbox.
  2. Select Next, review your settings, and then go to the Data connectors page to see the progress of the import process for the new connector.

Step 4: Monitor the Symphony connector

After you create the Symphony connector, you can view the connector status in the Microsoft Purview portal or the compliance portal.

Select the appropriate tab for the portal you're using. To learn more about the Microsoft Purview portal, see Microsoft Purview portal. To learn more about the Compliance portal, see Microsoft Purview compliance portal.

  1. Sign into the Microsoft Purview portal.
  2. Select Settings > Data connectors.
  3. Select My connectors, then select the Symphony connector that you created to display the flyout page. This page 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 been imported to the Microsoft cloud. For more information, see View admin logs for data connectors.

Known issues

At this time, we don't support importing attachments or items that are larger than 10 MB. Support for larger items will be available at a later date.