(v24) Symphony 24.2 Release Notes

Symphony 24.2 Release Notes

This topic describes feature enhancements, resolved issues, and important information for Symphony 24.2.

• Beta Features in this Release

• Feature Enhancements

• API Updates

• Resolved Issues

• Deprecated Features

• Removed Features

• Changes in this Version

• Known Issues

Beta Features in This Release

This release of Symphony may contain some features and enhancements in a beta test state so you can try them out in a non-production environment. Assess how they work in your environment, or provide feedback to insightsoftware as part of a formal beta testing process.

Important: Do not use beta features in a production environment or on mission-critical systems.

Name	Beta Version	Description	Final Release Version
Logi AI	24.1	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. 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. Four starter templates are available from insightsoftware in the Flowise market place. For more information, see Logi AI and Logi AI Solutions. 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.	N/A
Managed Dashboard Data Connections	23.4.1	You can now create data sources in Visual Data Discovery data cubes or data connectors. See Add Data Discovery Data Store Connections and Define a Visual Data Discovery Source.	24.2

Feature Enhancements

Title	Description
Source Creation Enhancements	We've enhanced the user experience for source creation by introducing visualization of data relationships for schemas. Navigate to the Relationship tab for a specific connection, then select a schema from the available schemas to view or edit the relationships for each. Select a schema and view the relationships in read only mode for your data sources in the Entity Details work area for that data source. When you’re working with joins, view available joins and create new joins as needed. Recommended joins and joins you add are visible in the join relationship visualization; from there you can draw new joins according to your specific needs. Visualization is available for multiple connection types. For Postgres connections, Symphony provides tables and default database relationship data from the connection. For more information, see Visualize Schemas and Joins, Source Creation Tab, and Visualize Joins.
SAP S/4HANA Support	Symphony now includes an SAP S/4HANA connector. See Manage the SAP S/4HANA Connector.
Upgrade to Symphony	You can now upgrade your Composer to Symphony. On upgrade, your users, groups, and tenants are imported into Symphony. Users need to update their passwords the first time they log in: see Upgrade to Symphony for full preparation and migration details.
UI and UX Improvements	Many menus, icons, and names have been updated throughout Symphony and the modules available to you in your environment to be more in sync with their associated tasks. For example, some context menus have been reorganized, making it easier to find the tasks you wish to perform. Drill down into presented data by selecting Drill-down in available menus, replacing the use of Zoom in context menus, panels, and other work areas. Other uses of Zoom in your software unrelated to examining data in greater detail remain unchanged. Changing the look of a visual or visualization is now done by selecting Re-visualize from the appropriate menu or other work area. This replaces the use of the term Visual Style in the user interface.
Tenant Management Improvements	You can now customize your Symphony environment more easily on a per-tenant basis. After upgrading to this version: You can define custom attributes and default views for users on a per-tenant basis. Assign users to tenants more easily, populating tenant membership across all modules in use in your environment. Tenant IDs are now included in the screenshot service logs. Tenant membership is synchronized across all installed Symphony modules. For more information, see Use Custom Attributes to Filter Data by User.
Managed Dashboard Data Connections	Previously a beta feature, this feature is now available in all Symphony environments where you use Managed Dashboards along with Visual Data Discovery. 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 Data Discovery Data Store Connections and Define a Visual Data Discovery Source. Note: This feature is no longer in beta and can be used in production environments.
Table of Contents Navigation	When you add a table of contents to your reports, you can select each entry to navigate to the content in view mode. Symphony generates navigation links and a document outline when exported as a PDF. See Add a Table of Contents.
Export Numeric Fields and Dates	Exporting raw or visual data from visuals created in Visual Data Discovery to XLSX format now outputs numeric and date fields in number and date format.
RSA Key Signing Support	Symphony now supports the RSA asymmetric key signing algorithm when using JSON web token (JWT) authentication.
Select Individual Modules	Select the Symphony modules you prefer to install during installation: all modules, or exclude Logi AI, Managed Dashboards, or Visual Data Discovery as desired. See Install Symphony - Kubernetes.
Breaking Changes Management	We've expanded change management for breaking changes by adding your warning tags to sources or other objects, even if there are no other top level dependencies to that object. See Import or Export Sources.
Import Matching Strategy Improvements	When you migrate and import objects into your environment, you can define a matching strategy that uses multiple approaches to reviewing objects to determine how to handle them in conjunction with your selected insertion strategy. Matching strategies are processed in order, proceeding to the next and the next if a strategy fails. If all strategies fail, the object is imported and tagged with your selected tags to help you find affected objects and manage any issues. These attributes are used to define the matching strategy and warning tags to use for import. See Import Dashboards, Import Visual Gallery Visuals, and Import or Export Sources.
Improved Line Chart Performance	The data display of line charts in Symphony now supports rendering of large data sets more quickly by halting the calculation of values and percentages for data lengths over 130,000. When this threshold is reached, the Display as stacked option is disabled. Work with Support if you need to change the setting of data-threshold from the default of 130,000.
Change Schemas in Manual Select Transforms	You can now can select a schema as needed when you create or edit manual select transforms that use supported data connectors. Create a parameter for the session schema selection and make it public so viewers can change the schema on the dashboard. Use custom attributes to filter and bind the selection options to a user or group. Enable Allow Session Schemas for the appropriate connectors to make this option available in your environment. Supported connectors include Oracle, Postgres, Redshift, MemSQL, MySQL, and Exasol. See Session Schema.
Map and Tree Visualization Updates	Customize the selection behavior and set up custom interactions when selection changes in maps, diagrams, and treemaps. Map visualizations now have built-in support for Azure Maps for street level maps. See Using a Treemap and Using a Map Visualization.
Upgraded Python Requirements	The minimum supported version of Python for Managed Dashboards and Reports is Python 3.8.

API Updates

API documentation is provided with your Symphony installation at this link: <symphony-URL>/discovery/swagger-ui.html.

Visual Data Discovery Module

Endpoint	Method	Description
/api/group-membership/{id}	PATCH	Manage group membership for users by updating a group: define usersToAdd and usersToRemove to include a single user or an array of users.
/api/inventory/{type}/ and /api/inventory/{type}/{id}	GET	If you created dashboards and visuals that include your own originID, calling this endpoint returns each item and their associated originID, if applicable.
/api/sources	GET/PUT	Use to return and define information for a source.
/api/sources/{sourceId}/clone	POST	Use to create a copy of a source.
/api/groups	POST, PUT	You can now assign an identifier to your groups using externalId that is unique across tenants. This does not change or replace the accountId assigned by Symphony. The externalId is not available in the UI.

Managed Dashboards and Managed Reports Modules

Endpoint	Method	Description
None.

Resolved Issues

Symphony

Title	Description
None.

Visual Data Discovery Module

Title	Description
List Filter Selections	When you select multiple values in a list filter, Symphony includes a scrollbar to allow you to scroll among your selections as needed.
Ruler Log Scale Function	Corrected an issue that returned incorrect results from the log scale function if negative values or zero values were included.
Exporting Raw Data	Corrected an issue that prevented the export of visual data in visuals where the option Show Distinct Rows is used.
Null Values	Resolved an issue with sources containing null values that prevented use in visuals and dashboards.
SAML SSO Integration	Corrected an issue that prevented use of Okta IdP to authenticate through SAML SSO.
World Maps Filtering	You can now apply filters to the World Maps visual using the context menu.

Managed Dashboards and Managed Reports Modules

Description

Fixed an issue that could inconsistently cause an error message in certain scenarios like the following: duplicate key value violates unique constraint "PK_ExternalGroupCache".

Fixed an issue that could occur when trying to re-wire a metric set causing an error reporting an element that cannot be found in certain cases.

Fixed an issue preventing sorting by measure values from being maintained after switching a dynamic hierarchy added to Rows when there is a hierarchy added to Columns.

Addressed cases where the message no data was returned was displayed where a count of zero could be expected as a result of filtering out the values.

Fixed an issue that could prevent upgrading or installing the Helm chart.

Embedding content without an iframe will now work on pages using RequireJS.

Fixed an issue that could result in an incorrect number of weeks to be assigned for certain months in time dimensions using the Reporting calendar, which can cause period-over-period comparison values to not match.

Fixed an issue preventing view parameters from being set via URL query string parameters when connected to a slicer comparison measure's filter (parallel slicer) parameter.

Deprecated Features

Symphony

Title	Description
None.

Visual Data Discovery Module

Title	Description
User Interface Naming Conventions	The term Zoom has been replaced by the use of Drill-down. The name Visual Style has been replaced by the use of the term Re-visualize.

Managed Dashboards and Managed Reports Modules

Title	Description
None.

Removed Features

Symphony

Title	Description
None.

Visual Data Discovery Module

Title	Description	Alternative
None.

Managed Dashboards and Managed Reports Modules

Title	Description	Alternative
None.

Changes in this Version

Managed Dashboards and Reports

Description

In the .NET API, the type of the CustomAttributes property has changed on the Account and Group classes, as well as on the AccountData and GroupData classes used in custom accounts provider extensions. If your .NET code refers to this property it may need to be changed, including code used in custom extensions.

New settings in data cubes and application configuration Warehousing Timeout and Data Retrieval Timeout allow you to set a maximum running length for data cube warehouse jobs and for retrieving of data for visualizations, respectively.

When exporting a table visualization to Excel, range format overrides set up for the measure will take effect in the exported values.

If your current license is already expired, the license auto-update feature will more proactively check for a new license to apply automatically.

When using federated authentication with OpenID Connect, a responseType of code is now supported for use with services such as AWS Cognito.

The usability has been improved for code library dialogs when both entering text and uploading a file.

You can now resize the Data Analysis Panel's width larger to accommodate longer element captions. Drag it by its title to reposition it if you need to resize further, or hover over elements to see their full caption in a tooltip as an alternative.

The Views, Data, and Business pages accessed from the main menu have improved support on mobile devices.

When exporting a table visualization to Excel, the large number formatting options on measures will now take effect in the exported values if the Format Large Values Separately option is selected.

A warning is displayed in the Data Preview window and in full screen metric sets as a popup when elements are removed from a metric set because they are missing from the underlying data cube.

In menus such as the context menu opened on right-click or long-tap, submenus now open separately to the right on hover or click instead of replacing the original menu.

Map visualizations provide predefined options for Azure Maps with support for an Azure subscription key for authentication.

The usage tracking and performance tracking sample dashboards have been updated with usability and styling improvements.

Known Issues

Affected Releases	Description
Symphony 24.2 and later	None.