(v23) The Symphony Main Menu

The Symphony Main Menu

The main navigation menus are located to the left of many of the work areas you use in Symphony. Menu options available vary based on your application privileges and licensed features.

Home Page

The main menu is expandable and collapsible. Select the expand () and collapse () arrows or menu icon () to expand and collapse the menu.

This menu gives you access to:

Menu Option	Select this option to...
Home	Return to the home page.
Users	Review, edit, and remove users. You can search for a user, or create a new user as needed. Available to users with administrative privileges.
Tenants	Open the Tenants work area to add and edit tenants.
Licenses	Access license information for each module: overview details about all licenses, or filter only the license types you want to see. Select Actions, then License details to open a work area specific to that module's licenses to manage as needed.
Profile	View the login information you've used to connect to Symphony. Select Log out to log out to end your session or to log out to and then log in as a different user.

Managed Dashboards and Managed Reports Work Areas

When you access Managed Dashboards and Managed Reports, the main menu gives you access to:

Menu Option	Select this option to...
Expand/Collapse	Expand or collapse the main menu.
Home	Return to the home page.
All Content	Open your Dashboards Root Folder. From here, you can explore your content in Symphony.
Projects	Expand the Projects menu. Search your projects, create a new project, or switch between existing projects.
Views	Open a Views work area. Select and view in your current project: Dashboard, Report, Scorecard, Small Multiple, or Slideshow. Navigate through the folders of your content to find what you need, or use the Search and Filters features to narrow down returned results. Select Create to open a work area to create new content for that view type.
Data	Open a Data work area. Select and view in your current project: Data Cube or Data Connector. Navigate through the folders of your content to find what you need, or use the Search feature to narrow down returned results. Select Create to open a work area to create new data cubes or data connectors.
Business	Open the Business work area. Select and view in your current project: Metric Set, Time Dimension, or Hierarchy. Navigate through the folders of your content to find what you need, or use the Search and Filters features to narrow down returned results. Select Create to open a work area to create new content for that view type.
Help	Opens Data Discovery help in a new browser window.
Profile	Up to three options are available, depending on your access level: Profile: View your profile information in the My Profile work area. Administration: Navigate to the administrative work area for Managed Dashboards and Managed Reports. Log out: End your session or to log out to log in as a different user.

Visual Data Discovery Work Area

When you access in Visual Data Discovery, the main menu gives you access to:

Menu Option	Select this option to...
Home	Return to the home page.
All Content	Return to the Visual Data Discovery work area.
Connections	Review and manage the connection definitions used by Data Discovery connectors. See Manage Data Discovery Data Store Connections.
Data Sources	Review and manage Data Discovery data source configurations. See Manage Visual Data Discovery Data Source Configurations.
Visual Gallery	Review and manage shared Data Discovery visuals. See Use the Visual Gallery.
Library	Review and manage Data Discovery dashboards in the dashboard library. See Use the Symphony  Data Discovery Dashboard Library.
Users and Groups	Manage Data Discovery users and groups and to assign users to groups. See Manage User Definitions and Manage User Groups.
Tools	Several options are available in the Visual Data Discovery tenant to Administrators Group members: Custom Charts: Manage custom Data Discovery visuals from the UI. See Manage Custom Charts. Console: Review the Console of Refreshing Jobs. See Review Refresh Jobs. Actions: Review and manage Data Discovery action templates. See Integrate Visual Data Into Your Applications. System Users: Manage users as needed in Symphony Visual Data Discovery. Adjust Info, Tenant(s), or Regional Settings. Multi-Tenancy: View tenants in Data Discovery; select a tenant to disable if needed. Customize UI: Customize the user interface of the Visual Data Discovery Module. See Customize the Visual Data Discovery User Interface. Security: Enable or disable a security authentication service in Data Discovery. See Enable or Disable a Security Service. Connectors: Manage the connectors in Data Discovery. See Connect Visual  Data Discovery to Data Stores. Advanced: Review Symphony server-level variables. We suggest you change these only at the request of Technical Support. See Server-Level Variables. License: Specify a new Symphony license key. See Request and Apply a New License Key. Configuration: Configure Visual Data Discovery services.
My Tenants	Select a different tenant to work in, if multi-tenancy is deployed in your environment.
Help Center	Help: Opens documentation for Symphony. Support: Access Technical Support. About: View the About dialog that identifies the version of Symphony you are using and provides a link to the terms of service. See About Dialog.
Profile	View the login information you've used to connect. Select Log out to log out to end your session or to log out to and then log in as a different user.