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Simphony

Steven Tobolar
Steven Tobolar
  • Updated

Symphony Migration to Jatheon Cloud

This guide explains how to migrate Symphony messages (1:1 chats, rooms, events) to Jatheon Cloud. It covers prerequisites, native Symphony Content Export (SFTP) setup, connector-based options (e.g., 17a-4 DataParser), packaging/manifesting, ingestion, and validation to ensure full integrity and compliance.

Prerequisites

  • Symphony admin access (Admin Portal) with rights to configure Content Export.
  • SFTP destination (domain, port, username, RSA key pair) for export delivery.
  • List of users/rooms, date ranges, and retention/hold requirements.

Overview

Symphony provides a Content Export capability to regularly export messaging, events and chat room data, either on a schedule or ad-hoc. Exports can be delivered to SFTP and consumed by archiving platforms or connectors. Alternatively, partner connectors (e.g., 17a-4 DataParser) can collect Symphony content and convert it into an email-like format suitable for ingestion pipelines.

Export Paths

  • Native Symphony Content Export (SFTP) — Configure in Admin Portal → Company Settings → Export Content; set SFTP domain/port/username, choose key, and schedule ad-hoc or recurring exports.
  • Connector-based — Use a partner connector (e.g., 17a-4 DataParser) that leverages Symphony’s compliance export and outputs items in a message format for downstream ingestion.

Tip: Start with a pilot window (e.g., last 30–60 days, 2–3 rooms) to validate counts, attachments and search parity before bulk export.

Set up Native Content Export (SFTP)

  1. Sign in to Symphony and open Admin Portal.
  2. Go to Company Settings → Export Content.
  3. Open the SFTP tab and note SFTP Domain, Port, and Username.
  4. Under Authentication, choose your key (Symphony-provided or customer-managed), then Save & Close.
  5. Schedule a recurring export or trigger an ad-hoc export for the pilot range.

Packaging & Manifest

Maintain a manifest (CSV) with file paths, sizes, timestamps, and hashes to preserve chain-of-custody.

Sample CSV header:

ArchivePath,FileName,SizeBytes,LastWriteUTC,SHA256,ExportWindowStart,ExportWindowEnd

Example PowerShell to compute SHA-256 and build a manifest:

$Root="D:\Symphony\Exports" $Out="D:\Symphony\manifests\symphony_manifest.csv" $files=Get-ChildItem -Path $Root -Recurse -File $rows=foreach($f in $files){$h=Get-FileHash -Algorithm SHA256 -Path $f.FullName;[pscustomobject]@{ArchivePath=$f.DirectoryName;FileName=$f.Name;SizeBytes=$f.Length;LastWriteUTC=$f.LastWriteTimeUtc;SHA256=$h.Hash;ExportWindowStart=$null;ExportWindowEnd=$null}} $rows|Export-Csv -NoTypeInformation -Path $Out -Encoding UTF8

Ingestion to Jatheon Cloud

  • Native exports — Deliver packages from SFTP to the agreed ingestion location (e.g., S3 or secure share). Jatheon will map exported items and metadata to the archive schema.
  • Connector exports — If using a connector (e.g., DataParser), route the converted items (email-like format) to the Jatheon ingestion pipeline.
  • Run ingestion in phased batches; monitor exceptions and remediate.

Validation & Cutover

  1. Reconcile item/file counts and sizes vs. the manifest.
  2. Spot-check conversations: participants, timestamps, message text, attachments.
  3. Verify search parity (keywords, participants, date range) in Jatheon Cloud.
  4. Schedule a delta export and finalize cutover; retain the export logs and checksums.

Troubleshooting

  • SFTP auth fails — Re-check domain/port/username and the configured RSA keys; ensure allow-list/firewall rules.
  • Missing rooms/users — Confirm export filters and scope; rerun for the correct date range and entitlements.
  • Large exports — Split by date/user; increase export frequency; stage locally before upload to ingestion.
  • Encoding issues — Validate UTF-8 output and special characters; verify after ingestion.

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