(v23) Use the Administration Homepage

Use the Administration Homepage

This applies to: Managed Dashboards, Managed Reports

The administration homepage is available to system administrators from the main menu in Managed Dashboards and Managed Reports (Profile > Administration). The main content area is divided into three sections: Overview and Server Information.

Section	Description
Overview	Information related to this instance of Symphony, including: Instance version License kind and licensee Application identity and ID Numbers of active & recent logons, running jobs, accounts, tenants, and servers - click to go to the respective area
Server Information	Information related to the currently-used server, including: Server name and ID The connection strings you configured for the application and warehouse databases, if applicable CPU and memory usage

Administration Functions

Administrative functions are categorized into different areas such as Account Service and Licensing in the sidebar. Select a heading to expand the options available in each area.

Projects / File System

Use the Projects and File System area to:

• Create, edit, and delete projects

• Explore and reorganize the files and folders within an existing project

• Rename, edit, publish, or delete file items (e.g., data connectors or dashboards)

• Set up security privileges and other properties for projects, files, and folders

• Manage data cube storage options and scheduling

  See Manage projects and the file system for more details on these options.

Account Service

Use the Account Service area to:

• Create, edit, and view user accounts, including seat type and application privileges

• Create, edit, and view account groups

• Managelogon sessions, including terminating a logon session

• View the logon history

• Define custom attributes to associate with users or groups for row-level security via filtering or security hierarchies

• Manage user-defined notifications within the application

• View, approve, or deny account registration requests

SaaS / Multi-Tenancy

Symphony has built-in support for SaaS (software-as-a-service) and multi-tenant deployment scenarios. Use the SaaS and Multi-Tenancy area to:

• Create and manage tenants which are isolated from each other

• Add user accounts or groups to a specific tenant

• View and manage tenant projects

• Share a single project and its dashboards with multiple tenants using tenant overrides

• View and customize the licensed seats for each tenant individually

Important: You must have the appropriate licensing from insightsoftware to see this option.

Licensing

The Licensing area lets you manage existing licenses and add new licenses. You can also see how many licenses of each type are in use and how many are available.

Adding a valid retail license will remove the evaluation watermark from your environment.

Import / Export

• Import and export projects, accounts, settings, and various other files and objects from one Dundas BI instance to another

• Save your export settings for future use

System Health

Use the System Health area to:

• Access application logs to troubleshoot operational warnings or errors

• Manage running and scheduled jobs in Symphony:

  • View the status of each job or cancel a running job

  • Monitor the status of warehouse and in-memory storage builds

  • View and modify scheduled notifications

• Verify email settings by sending a test email

• Run health checks and fix identified issues

See Monitoring system health for more about these options.

Setup

The Setup area lets you:

• View and modify Symphonyconfiguration settings

• Register servers and add server groups if you've deployed multiple installations

• Create and modify tokens available for users when filtering data

• Customize the application with CSS, JavaScript, HTML, images, and other custom files

• Manage localization and extensions

Note: If you did not install Symphony, Servers, Server Groups, and Extensions may not be available depending on how your instance is hosted.

About

Click About to view the About screen for this Symphony instance.

The About screen displays information such as:

• Version

• Release Kind

• Build Date

• Licensed To

• License Kind

• License IDs

• Session ID

• Application Diagnostics

All users can access a similar screen from their profile via the More about this product link, but non-administrator users see fewer details. To also hide the product version from those users, enable the Hide Error Stack Tracesconfiguration setting.

Note: Application diagnostics can contain useful information such as installed drivers and memory cache usage.