Symphony 24.1 Enhancements
This topic provides details about the enhancements in Composer 24.1.
Logi AI
Logi Symphony introduces Logi AI, a comprehensive AI and Natural Language Generation (NLG) module designed to transform the way you analyze your data.
Logi AI is a flexible AI platform that enables you to build and embed your own AI-powered chatbots directly into dashboards and visualizations in partnership with Flowise. See Add Chatbots to Dashboards and Use and Embed Chatbots In Your Application.
Embedded chatbots help you elevate the user experience, making complex data analytics intuitive and effective for informed data-driven decisions.
Adjust chatflows based on your use cases, domain policies, and security policies to ensure actionable insights are easily accessible and perfectly aligned with your strategic goals. Backup your chatflows manually.
Important: This feature is considered to be released in beta for your testing purposes. Workflows and features may change before a production-ready version is released.
Four starter templates are available from insightsoftware in the Flowise market place:
Logi Symphony QnA: Run a live QnA using in-memory vector storage to query data per session or per question.
Logi Symphony Query Engine: Use the LlamaIndex Query Engine to query your data directly after you've upserted it. Use on one data set at a time.
Logi Symphony Local: Run a live QnA locally, similar to Logi Symphony QnA. This runs locally, allowing for air-gapped query and response.
Logi Symphony Prompt Chaining: Build a flow of custom prompts to pull the appropriate data from Symphony, create context, and return more accurate answers.
When appropriately licensed and enabled, Logi AI is included as a tile on the home page when you first log in to Symphony as system administrator. Select Open to open the Chatflow work area. In this work area you can:
Access your existing workflows by scrolling through them as tiles or a list.
Search among chatflows to find specific chatflows by name or category.
Select Add New to add a new chatflow to your library.
Expand the main menu to select navigation options unique to this work area. Return Home to the Symphony home page, open the Chatflows work area, and access connected Marketplaces. You can open the Tools work area, access your Assistants, add Credentials to reference in your chatflows, define Variables for use in the Custom Tool Function, store and track use of API Keys, or access the Settings work area for more information about your current version.
For more information, see Logi AI, Getting Started With Logi AI, and Logi AI Solutions.
Managed Dashboard Data Connections
You can now create data sources in Visual Data Discovery data cubes or data connectors. Establish a connection to an available project in Visual Data Discovery then use to create a data source. After you've created the source, use it to create a visual in the Visual Gallery or in a dashboard.
See Add and validate a connection to a data cube and Define a new source from a Managed Dashboards connection.
Important: This feature is considered to be released in beta for your testing purposes. Workflows and features may change before a production-ready version is released.
Logi Symphony Software As A Service
Logi Symphony is now available as a fully-hosted Software as a Service (SaaS) solution. This managed implementation allows you and your users to leverage the extensive capabilities of Symphony without the back-end upkeep of managing security, upgrades, and features.
Designed to scale for your needs and provide a seamless onboarding experience, use Symphony directly, or as embedded components in your own environment.
Contact your sales team to get started!
For more information, see Logi Symphony - Software as a Service (SaaS) and Logi Symphony SaaS Solutions.
Logi Symphony For Visual Data Discovery
You can now deploy and use only the Visual Data Discovery module in Symphony. Use the capabilities of this module as an entire deployment, installed directly or hosted as an SaaS with insightsoftware.
Users can use Symphony directly, access their data in an embedded environment, and belong to one or more tenants as needed.
Groups Management
Groups management is now a streamlined experience in Symphony. Create groups in the Symphony interface, and make privilege changes to groups in each module as needed. You can also add users to multiple groups at user creation time.
When you create, edit, and update groups, the changes are shared across all of your licensed modules in your environment, and within applicable tenants.
System Administrators can manage all groups and users in groups. View all groups across all tenants by selecting Groups from the main menu: searchable tags for each group tell you which tenant is associated with each group.
Tenant Admins can manage users and groups associated with the tenants they administer. View all groups in a tenant by selecting Groups from the main menu while you're working in that tenant. Switch between tenants as needed to view that tenant's groups.
If you're a member of multiple tenant groups that use Visual Data Discovery, you can switch between tenants to see a list of the groups for each tenant.
For more information, see Symphony User Groups and Create And Edit Symphony Groups.
Enhanced Filter Security Capabilities
We've expanded the filter capabilities to present data more securely to your users. Filter values can be shown in masked format if you want to filter based on confidential data.
To enable, disable Filtering for fields in a data source for one or more data columns on the Fields tab of that data source.
Next, set the Value and Display fields in your filter snippets based on your needs.
When you view tool tips or hover over fields that have Filtering disabled, you won't see the actual values. Instead, you'll see a generic reference, such as a count of "filter values" or a series of asterisks
******.
Important: Applied filter values that later have Filtering disabled to not automatically mask or hide those fields. You must recreate the filter that uses these values.
You can now set and apply filters to filter snippets. Select a source to apply the filter in the filter snippet.
See Filter Data With Masked Fields.
This means:
Filtered data columns can't be added to new visuals.
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When you add a new filter snippet, you can't use those columns as a Value Column users can see.
If you enable Use Value Column as Display Column, the column is hidden and can't be selected.
If you disable Use Value Column as Display Column, the column is visible and the data can be included in the filter snippet, masked. Select a different value for the Display Column, as the original column name can't be selected.
Use a filtered column to connect widgets in the filter snippet. When you use the filter snippet to filter visuals by that filtered column and values, the tool tips only show that the data is filtered by a filter value, not the actual data used from the filtered column.
When you or your users export visual data that includes information from a filtered column, the information is not included in plain text.
Secure fields by data columns to secure filtering and mask data and exported data
Navigate to the Fields tab of your data source, then select Bulk Field Capabilities. The Bulk Field Capabilities work area opens.
Find your fields by scrolling, searching, or filtering.
Select the toggle in the Filtering column to disable (slide left) each field as needed.
When you have completed your changes, select Save.
Your changes are applied, in bulk, to this data source.
For example, you want to disable county name information for a data source that includes state-wide data, but still allow the information to be used securely by your users.
Disable the County Name Filtering column on the Fields tab of your data source.
Create a filter snippet in your dashboard that uses County Name to filter data, but use a different data column, such as Internal County Code, as the Display Column for your filter snippet.
When users view or interact with visuals affected by the filter snippet that includes the County Name, they see only that the data has been filtered by filter values, and not by specific county names or county codes.
The same generic information is provided in the auto-generated visual description, and when the visual data is exported.
Additionally, you can now disable:
User access to filter snippets.
User access to add filters to a filter snippet if you do allow the user of filter snippets.
Note: Work with technical support to disable these in your environment. If you disable these settings, the change affects all tenants within your environment.
Content Migration Flow Improvements and Breaking Changes Management Expansion
When you import dashboards, visuals, and sources, Content Distributor group members and other users with appropriate privileges can enable Share Default Access With All Users. When enabled, in the UI or as an API option, users in the tenants you selected for import can access to these resources immediately based on default access levels.
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You can now import and export visuals directly in the Visual Gallery user interface and via API. Import and export one or more visuals in bulk. Import and export includes any supporting object the visuals are dependent on, such as data sources and connections.
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When you select Ignore Warnings during import, a Tags field is added to the Import work area. Add or create tags to apply to objects that do not import cleanly.
If errors occur during import, Symphony adds the tags you select to the affected objects.
Use these tags to find the dashboards, visuals, filter snippets, or sources you need to fix.
For more information, see Import Dashboards, Import Visual Gallery Visuals, and Import or Export Sources.
Lite Dashboard for Self-Service Environments
We've added a simplified lite dashboard to your Symphony environment for Data Discovery content. You can now embed a lite dashboard complete with its own interactivity settings, designed to get your users up and running quickly and easily.
Users can create dashboards with the default visual format as a table visual. Once created, users can:
Edit the visual's fields and settings, and optionally change the visual type to an available visual type.
Select an available visual type if the data source doesn't support a table visual, then edit the visual as needed.
Available visual types include: Table (default), Bars, Bars:Multiple Metrics, Donut, KPI, Packed Bubbles, Pie. Customize this list further in your embed code as needed to add or remove other visual types.
Sample embed code:
Suppress Time Zone Labels
You can now opt to suppress time zone labels in the SymphonyData Discovery user interface.
After upgrading to this version, you can update the Data Details of your time fields in a data source and suppress the labels. Select Not Specified instead of a time zone to hide time zone information in the user interface and when users export data.
Suppress time zone labels in your environment
Navigate to the Fields tab of your Visual data discovery data source and select the field with the Time data type you want to modify.
In the Data Details section of the settings sidebar menu, select Not Specified from the Time Zone drop down selector.
Repeat for any other time fields you’d like to suppress the time zone label for.
When you have completed your changes, select Save.
Your changes are applied to this data source. The next time visuals or dashboards that use these updated fields are opened, the time zone information is suppressed and information is displayed in the users' local time zone. Time zones are also suppressed in all exports that use this data source.
Self Service Reporting Improvements
Report editing features in the Managed Reports module are now controlled by a set of Application Privileges. Enable or disable (allow or deny) as needed for users and groups to give you the flexibility to offer your users a simplified report editing experience.
Select a user or group to edit, then select Application Privileges from the details work area to adjust these options. All of these new application privileges default to Allow (inherited) until you adjust them for your users' needs.
Report Advanced Dockable Windows: Change to Deny to remove access to more advanced windows docked to the sides of the report editor. Set to Allow or Allow (inherited) to make these available to users.
Report Advanced Toolbar Options: Change to Deny to remove access to more advanced toolbar options in the report editor. Set to Allow or Allow (inherited) to make these available to users.
Report Data Visualizations: Change to Deny to prevent users from changing a visualization type while they are editing a report. Set to Allow or Allow (inherited) to make these available to users.
Report Styles & Themes: Change to Deny to remove access to the theme and style creation in the report editor. Users can still change the styling of individual items in a report by adjusting an item’s properties directly. Set to Allow or Allow (inherited) to make these available to users.
Multi-Tenancy Improvements
We've expanded and improved multi-tenancy in Symphony to make it easier to manage tenants, add users to multiple tenants, work with tenant and user content, and for users to navigate between tenants if they belong to multiple tenants.
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Add new users to multiple tenants at account creation time.
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Easily create and edit users, changing their tenant status, admin or system admin status. Make them a member of the Global User group, or VDD Content Distributor group.
Add or remove users to and from multiple tenants.
Quickly make a user a tenant admin with the Make user an admin toggle, which adds them to the appropriate tenant administrators groups.
Quickly add a user to the administrator group of a tenant to make them a tenant admin.
Add a tenant admin user to another tenant: the user becomes a tenant admin for the new tenants they are added to.
Use the Global User toggle to include users as global users without removing them from their tenants. (Tenant admins are promoted to system admins).
Add a user to the Content Distributors group. As a member of that group, they can more easily share content across your environment as needed. All system admins are content distributors by default, regardless of the toggle.
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Switch easily between tenants, and verify what tenant you are working in:
Main Symphony Menu: Select My Tenants from the main Symphony menu to view or switch between tenants.
Managed Dashboards and Reports module: Select your profile from the main menu, then the tenants option from the profile menu to view your current tenant.
Visual Data Discovery module: Select the tenants option from the main menu to view your current tenant.
The tenant you are working in is always at the top of your tenant list, with a check mark indicating it is the active tenant.
The minimum length for a tenant name has been removed. Symphony only verifies that the tenant name is not empty.
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System admins are listed with an Admin tag in the Name column on the main Users landing page. Only Global Users can be system admins, and show a Global User tag in the Tenants column. Search for all admins by entering Admin in the search box.
Sources created in the Visual data discovery module are visible only in a tenant where it is created, and optionally to other tenants as assigned.
For more information, see Multi-Tenancy in Symphony and Add New Users .
Embed Data Discovery Components in Managed Dashboards
Present a comprehensive view of the information in your environment in one place, utilizing the full capabilities of Symphony. You can now include any data discovery object in your managed dashboards to bring all of your data into Symphony.
Add existing dashboards or visuals as components to a managed dashboard, and edit the properties as you would for any component: adjust the main properties, the look, and the layout.
You can additionally add a component by selecting the (new) option instead of existing content. This lets users to work with available data to create a visual or dashboard in a managed dashboard and see data in a different context.
Select different interactivity settings for dashboard components as needed.
Embed a new or existing component
Edit a managed dashboard and select Components from the Add / Edit toolbar.
Select Data Discovery from the Content section of the expanded toolbar.
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The component is added to your dashboard: adjust fields in the Common section of the Properties panel to define the dashboard basics.
Name: Select a name for this component, or leave the name Symphony added.
Content Type: Select Dashboard, Lite Dashboard, or Visual.
Content: Select (new) to embed a new component, or the name of an existing dashboard or visual from your dashboard library or visual gallery.
Interactivity Profile (dashboards only): Select Interactive, change to Read-Only to prevent users from interacting with the dashboard, or set to Lite Dashboard to present a simplified dashboard users can interact with.
As needed, adjust the Header information on the Main Properties panel, or the Look and Layout as you would with any other item in a managed dashboard.
Optionally, switch to View mode to edit the content of your dashboard or visual.
When you’ve completed your changes, Check In your changes to share with others.
Data Cube Discovery Enhancements
When you create or edit a data cube using a manual select transform, you can now set a temporary limit for discovering data as you build and test. This temporary limit allows you to build and test your data cube, and still run it against the full data set when complete.
Adjust the configuration of a manual select transform: update the Element Discovery Execution Behavior to suit your data source. Options include Default, Top1/Limit 1, and Single Row. from the options listed in Element Discovery Execution Behavior. Select an option appropriate to your data source to return one line of data as you build your workflow.
Define the element discovery execution behavior for a manual select transform
Select a Manual Transform in your data cube to adjust. The Contextual menu is added to the toolbar.
Select Configure to open configuration options for the transform.
In the Element Discovery Execution Behavior drop down, change the behavior from Default to Top 1/Limit 1 or Single Row, as appropriate for your data source.
Select Close to close the configuration options for the transform.
The transform will retrieve data, temporarily, based on these settings.
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