(v24) Upgrade to Symphony

Upgrade to Symphony

When you're ready, you can upgrade Composer and migrate to the latest release of Symphony.

Upgrade and Migration Considerations

• In general, you can migrate directly to the latest version of Symphony from a prior version of Composer.

• Authorization models supported include SAML and Trusted Access. See Symphony Supported Authentication Tools.

• If you are upgrading and also want to change your encryption mode, perform the upgrade and migration first and then complete the steps described in Change the Encryption Mode.

Important: If you are upgrading and have created an attribute named User.timeZone, this may be overwritten on upgrade. See Upgrade Workflow for more information about preparing your environment for the upgrade process.

Upgrade and Migrate to Symphony

Install Symphony in your preferred environment. See Install Symphony - Kubernetes.

Note: As part of the installation process, you can choose to connect to your existing application and warehouse databases by adding the appropriate connection information to the helm chart.

Migrate Composer Resources

Run the migration tool found here <yoursite>/managed/Admin/ComposerMigration. This will:

1. Import your tenants, users, and groups to Symphony. If you're using federated authentication, import users as External users, not Local users.

Important: The group and tenant IDs you used in your Composer environment are assigned a secondary ID when you migrate to Symphony. Use the appropriate ID as needed when working with Symphony APIs.

2. Discover the data connectors associated with each tenant or Visual Data Discovery from your existing Composer sources.

Post Migration Steps

1. Install a license for Symphony. See Add a License.

2. Update any endpoints you use that have changed by replacing /composer/ with /discovery/ where appropriate. This impacts:

   1. bookmarks your users may use

   2. federated authentication redirect URLs

   3. proxy servers

   4. API endpoints you may use

3. Inform users they'll need to use the "Forgot my password" option when they log in for the first time to your new instance.

   Important: If users don't have an email address associated with their user account, use the can run a script to return a list of users who are missing an email address.