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:
|
Server Information |
Information related to the currently-used server, including:
|
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
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
Manage logon 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 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
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.
For more information, see: