(v24) Symphony Administration

Symphony Administration

Configure Symphony Data Discovery

Symphony makes visual analytics easy for end users. Symphony administrators are a big part of that. This docs portal will help you install, configure, maintain, and upgrade Symphony.

How Do I Administer Symphony?

Symphony is much like any installed software in that the administrator manages the software's life-cycle. Some tasks need to be done only when you start out or want to upgrade Symphony.

• Read the Symphony overview.

• Install Symphony.

• Configure Symphony.

• Manage Symphony microservices.

Note: Symphony uses a packaged PostgreSQL v12 database instance to store its metadata and strongly recommends using this instance due to the specific configuration and version employed. If you would like to use another PostgreSQL instance, contact Technical Support for further guidance.

You do other tasks only as needed.

• Manage connectors and data source configurations.

• Create custom metrics and derived fields.

• Manage accounts, groups, and users.

• Manage activity logging.

• Start and stop the Symphony microservices.

You'll need to do some maintenance tasks at regular intervals.

• Review activity logs.

Configure Symphony Managed Dashboards and Managed Reports

Administration tasks are performed right from Symphony's Managed main interface, including licensing, application configuration, as well as user accounts and their privileges.

Access Administrator Functions

To access the administration functionality in Symphony, first log on as an administrator user. After initial installation or sign-up, the built-in administrator user's logon name is admin, and the password is the one specified during the installation procedure or provided to you. Users who are part of the System Administrators group in Symphony also have access to the administrative functions.

Next, go to the main menu in Managed Dashboards or Managed Reports, select your profile button, then select Administration from the pop-up menu.

You are now presented with the administration homepage, and a list of administrative functions you can navigate between are shown in the sidebar menu.

Important: Tenant administrators do not have access to certain pages and will start from the File Explorer instead.

As an administrator, you can navigate the administration homepage to complete many of the administrative tasks you can perform. For more information, see Use the Administration Homepage.