> ## Documentation Index
> Fetch the complete documentation index at: https://insightsoftware-preview.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Symphony Version 24 Summary of Changes

This is a summary of the major changes made in version 24 of Symphony. It is provided so you can quickly identify new and changed features before upgrading from Symphony 23 to Symphony 24.

Symphony is offered on a quarterly release schedule, and our version numbering system reflects this. The current major release of Symphony is v24.4.

## Upgrade Considerations

Be sure to back up your metadata store (see Back Up the Metadata Store) before you upgrade.

To ensure services start properly after upgrade in a Linux environment:

1. Verify all of your JVM setting overrides are defined in the `/etc/zoomdata` directory (not `/opt/zoomdata/conf`).
2. The `.jvm` files in `/etc/zoomdata/` only contain parameters that are different from default ones, typically Xms/Xms settings, javaagent settings.

   If you have copied the entire `.jvm` file from `/opt/zoomdata/conf` for placement into `/etc/zoomdata`, that configuration is not overwritten after upgrade. Properties such as `XX:+UseConcMarkSweepGC` can prevent services from starting on Java 17 runtime.

For more information on configuration setups and overrides, see Configure Memory Settings and Connector Properties and Property Files.

<Note>
  **Note:**

  If you are upgrading from an earlier version of Symphony, this may be a breaking change: the introduction of the system attribute `User.timeZone` may cause a conflict if you used this as a custom attribute. See Upgrade Workflow.
</Note>

## Enhancements

The following sections provide you with a summary of enhancements in the previous releases, all of which are present in the latest release of Symphony.

* [v24.4 Enhancements](#v24.4-enhancements)
* [v24.3 Enhancements](#v24.3-enhancements)
* [v24.2 Enhancements](#v24.2-enhancements)
* [v24.1 Enhancements](#v24.1-enhancements)
* [Removed Features From Symphony v23](#removed-features-from-symphony-v23)
* [API Updates in Symphony v24](#api-updates-in-symphony-v24)

## v24.4 Enhancements

* [Self Service Reports](/logi-symphony/symphony/v24/release-notes/symphony-24-4-enhancements#Self)
* [Windows Support](/logi-symphony/symphony/v24/release-notes/symphony-24-4-enhancements#Windows)
* [Improved Hierarchical Filter Management](/logi-symphony/symphony/v24/release-notes/symphony-24-4-enhancements#Improve)
* [Updated Data Connector Support](/logi-symphony/symphony/v24/release-notes/symphony-24-4-enhancements#Updated)
* [Expanded Accessibility](/logi-symphony/symphony/v24/release-notes/symphony-24-4-enhancements#Expanded)
* [Playground Updates](/logi-symphony/symphony/v24/release-notes/symphony-24-4-enhancements#Playgro)
* [Table Visual Updates](/logi-symphony/symphony/v24/release-notes/symphony-24-4-enhancements#Table)
* [Export Dates in ISO 8601 Format](/logi-symphony/symphony/v24/release-notes/symphony-24-4-enhancements#Export)
* [Data Preparation and Analysis](/logi-symphony/symphony/v24/release-notes/symphony-24-4-enhancements#Data)
* [Design and View](/logi-symphony/symphony/v24/release-notes/symphony-24-4-enhancements#Design)
* [API / Branding / Integration](/logi-symphony/symphony/v24/release-notes/symphony-24-4-enhancements#API)
* [Scheduled Reports Frequency](/logi-symphony/symphony/v24/release-notes/symphony-24-4-enhancements#Schedul)

## v24.3 Enhancements

* [Expanded Dashboard Sharing](/logi-symphony/symphony/v24/release-notes/symphony-24-3-enhancements#Expande)
* [Flowise AI](/logi-symphony/symphony/v24/release-notes/symphony-24-3-enhancements#Flowise)
* [Doc Assist](/logi-symphony/symphony/v24/release-notes/symphony-24-3-enhancements#DocAst)
* [.NET 8 Support](/logi-symphony/symphony/v24/release-notes/symphony-24-3-enhancements#NET8)
* [Migrate Dundas to Symphony](/logi-symphony/symphony/v24/release-notes/symphony-24-3-enhancements#Migrate)
* [Redis Caching](/logi-symphony/symphony/v24/release-notes/symphony-24-3-enhancements#Redis)
* [Table of Contents Navigation](/logi-symphony/symphony/v24/release-notes/symphony-24-3-enhancements#Table)
* [Regional Setting - Australia](/logi-symphony/symphony/v24/release-notes/symphony-24-3-enhancements#Regiona)
* [PostgreSQL Support](/logi-symphony/symphony/v24/release-notes/symphony-24-3-enhancements#PostgreS)
* [IBM Db2 Support](/logi-symphony/symphony/v24/release-notes/symphony-24-3-enhancements#IBM)
* [Clear Filters](/logi-symphony/symphony/v24/release-notes/symphony-24-3-enhancements#Clear)
* [PDF Navigation](/logi-symphony/symphony/v24/release-notes/symphony-24-3-enhancements#PDF)
* [Data Visualizations](/logi-symphony/symphony/v24/release-notes/symphony-24-3-enhancements#Data)

## v24.2 Enhancements

The following enhancements were made to Symphony v24.2. Select the links for more information.

* [Source Creation Enhancements](/logi-symphony/symphony/v24/release-notes/symphony-24-2-enhancements#Source)
* [SAP S/4HANA Support](/logi-symphony/symphony/v24/release-notes/symphony-24-2-enhancements#SAP)
* [Upgrade to Symphony](/logi-symphony/symphony/v24/release-notes/symphony-24-2-enhancements#Upgrade)
* [UI and UX Improvements](/logi-symphony/symphony/v24/release-notes/symphony-24-2-enhancements#UI)
* [Tenant Management Improvements](/logi-symphony/symphony/v24/release-notes/symphony-24-2-enhancements#Tenant)
* [Managed Dashboard Data Connections](/logi-symphony/symphony/v24/release-notes/symphony-24-2-enhancements#Managed)
* [Table of Contents Navigation](/logi-symphony/symphony/v24/release-notes/symphony-24-2-enhancements#Table)
* [Export Numeric Fields and Dates](/logi-symphony/symphony/v24/release-notes/symphony-24-2-enhancements#Export)
* [RSA Key Signing Support](/logi-symphony/symphony/v24/release-notes/symphony-24-2-enhancements#RSA)
* [Select Individual Modules](/logi-symphony/symphony/v24/release-notes/symphony-24-2-enhancements#Run)
* [Breaking Changes Management](/logi-symphony/symphony/v24/release-notes/symphony-24-2-enhancements#Breakin)
* [Import Matching Strategy Improvements](/logi-symphony/symphony/v24/release-notes/symphony-24-2-enhancements#Import)
* [Improved Line Chart Performance](/logi-symphony/symphony/v24/release-notes/symphony-24-2-enhancements#Improve)
* [Change Schemas in Manual Select Transforms](/logi-symphony/symphony/v24/release-notes/symphony-24-2-enhancements#Change)
* [Map and Tree Visualization Updates](/logi-symphony/symphony/v24/release-notes/symphony-24-2-enhancements#Map)
* [Upgraded Python Requirements](/logi-symphony/symphony/v24/release-notes/symphony-24-2-enhancements#Upgrade2)

## v24.1 Enhancements

The following enhancements were made to Symphony v24.1. Select the links for more information.

* [Logi Symphony Software As A Service](/logi-symphony/symphony/v24/release-notes/symphony-24-1-enhancements#saas)
* [Logi Symphony For Visual Data Discovery](/logi-symphony/symphony/v24/release-notes/symphony-24-1-enhancements#vdds)
* [Groups Management](/logi-symphony/symphony/v24/release-notes/symphony-24-1-enhancements#grp-mgmt)
* [Enhanced Filter Security Capabilities](/logi-symphony/symphony/v24/release-notes/symphony-24-1-enhancements#filtersec)
* [Content Migration Flow Improvements and Breaking Changes Management Expansion](/logi-symphony/symphony/v24/release-notes/symphony-24-1-enhancements#migration)
* [Lite Dashboard for Self-Service Environments](/logi-symphony/symphony/v24/release-notes/symphony-24-1-enhancements#litedash)
* [Suppress Time Zone Labels](/logi-symphony/symphony/v24/release-notes/symphony-24-1-enhancements#timezones)
* [Self Service Reporting Improvements](/logi-symphony/symphony/v24/release-notes/symphony-24-1-enhancements#ssrpts)
* [Multi-Tenancy Improvements](/logi-symphony/symphony/v24/release-notes/symphony-24-1-enhancements#mtenant)
* [Embed Data Discovery Components in Managed Dashboards](/logi-symphony/symphony/v24/release-notes/symphony-24-1-enhancements#evdd)
* [Data Cube Discovery Enhancements](/logi-symphony/symphony/v24/release-notes/symphony-24-1-enhancements#datacubes)

## Removed Features From Symphony v23

The following features were removed from Symphony v23 to make way for improvements in Symphony v24.

### Symphony 24.4

| Title                       | Description |
| --------------------------- | ----------- |
| **24.4.1 Removed Features** |             |
| None.                       |             |
| **24.4 Removed Features**   |             |
| None.                       |             |

### Visual Data Discovery Module

| Title                       | Description |
| --------------------------- | ----------- |
| **24.4.3 Removed Features** |             |
| None.                       |             |
| **24.4.2 Removed Features** |             |
| None.                       |             |
| **24.4.1 Removed Features** |             |
| None.                       |             |
| **24.4 Removed Features**   |             |
| None.                       |             |

### Managed Dashboards and Managed Reports Modules

| Title                                       | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| ------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **24.4.1002 Removed Features**              |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| None.                                       |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| **24.4.1001 Removed Features**              |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| None.                                       |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| **24.4 Removed Features**                   |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| POST /File/Copy and POST /Project/Duplicate | The return values of the following REST and JavaScript API methods have changed: [POST /File/Copy/](https://www.dundas.com/support/api-docs/rest/#Dundas%20BI%20REST%20API%20Reference/File/Copy/\{id}/POST.html "link to File Copy Endpoint docs") returns a [CopyResultData](https://www.dundas.com/support/api-docs/NET/#html/T_Dundas_BI_WebApi_Models_CopyResultData.htm "link to docs for Copy Result Data") and [copyEntry](https://www.dundas.com/support/api-docs/js/#API%20Reference/dundas/filesystem/FileSystemService/Methods/copyEntry.html "link to docs for Copy Entry") a [CopyResult](https://www.dundas.com/support/api-docs/JS/#API%20Reference/dundas/filesystem/CopyResult/cindex.html "link to docs for Copy Result"), and [POST /Project/Duplicate/](https://www.dundas.com/support/api-docs/rest/#Dundas%20BI%20REST%20API%20Reference/Project/Duplicate/POST.html "link to Project Duplicate Endpoint docs") returns a [DuplicateProjectResultData](https://www.dundas.com/support/api-docs/NET/#html/T_Dundas_BI_WebApi_Models_DuplicateProjectResultData.htm "link to docs for Duplicate Project Result Data") and [duplicateProject](https:/https://www.dundas.com/support/api-docs/js/#API%20Reference/dundas/project/ProjectService/Methods/duplicateProject.html "link to docs for Duplicate Project") a [DuplicateProjectResult](https://www.dundas.com/support/api-docs/JS/#API%20Reference/dundas/project/DuplicateProjectResult/cindex.html "link to docs for Duplicate Project Result"). |

### Symphony 24.3

| Title | Description |
| ----- | ----------- |
| None. |             |

### Visual Data Discovery Module

| Title | Description |
| ----- | ----------- |
| None. |             |

### Managed Dashboards and Managed Reports Modules

| Title | Description | Alternative |
| ----- | ----------- | ----------- |
| None. |             |             |

### Symphony 24.2

| Title | Description |
| ----- | ----------- |
| None. |             |

### Visual Data Discovery Module

| Title | Description |
| ----- | ----------- |
| None. |             |

### Managed Dashboards and Managed Reports Modules

| Title | Description | Alternative |
| ----- | ----------- | ----------- |
| None. |             |             |

### Symphony 24.1

| Title | Description |
| ----- | ----------- |
| None. |             |

### Visual Data Discovery Module

| Title | Description |
| ----- | ----------- |
| None. |             |

### Managed Dashboards and Managed Reports Modules

| Title | Description | Alternative |
| ----- | ----------- | ----------- |
| None. |             |             |

## API Updates in Symphony v24

This table provides a breakdown of all reported updates in Symphony v24.

### Symphony 24.4

### Visual Data Discovery Module

| Endpoint                                                 | Method | Description                                                                                                                |
| -------------------------------------------------------- | ------ | -------------------------------------------------------------------------------------------------------------------------- |
| **24.4.3 API Updates**                                   |        |                                                                                                                            |
| None.                                                    |        |                                                                                                                            |
| **24.4.2 API Updates**                                   |        |                                                                                                                            |
| None.                                                    |        |                                                                                                                            |
| **24.4.1 API Updates**                                   |        |                                                                                                                            |
| None.                                                    |        |                                                                                                                            |
| **24.4 API Updates**                                     |        |                                                                                                                            |
| `/api/sources/{source\_id}/cache?cacheType=ENTITY\_DATA` | DELETE | This endpoint has been expanded to allow you to clear the ENTITY\_DATA cache in addition to the DATA and STATISTICS cache. |

### Managed Dashboards and Managed Reports Modules

| Endpoint                  | Method | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
| ------------------------- | ------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **24.4.1002 API Updates** |        |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| None.                     |        |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| **24.4.1001 API Updates** |        |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| None.                     |        |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| **24.4 API Updates**      |        |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| Logon Endpoints           |        | When logging on using [.NET](https://www.dundas.com/support/api-docs/net/#html/M_Dundas_BI_AccountServices_ILogOnService_LogOn.htm "Link to .NET API docs") or [REST](https://www.dundas.com/support/api-docs/rest/#Dundas%20BI%20REST%20API%20Reference/LogOn/POST.html "Link to REST API doc") with administrator credentials and setting EffectiveAccountName/EffectiveCredentials, optionally also apply `CustomAttributes` or set `AccountProperties` to create or update an account.                                                                                                                                                                                                                                                             |
| `/DataCube/StorageInfo`   | GET    | Access data cube storage run time details by calling [GET /DataCube/StorageInfo/](https://www.dundas.com/support/api-docs/REST/#Dundas%20BI%20REST%20API%20Reference/DataCube/StorageInfo/\{id}/GET.html "Data Cube Storage Info API doc link") to get [StorageInfoData](https://www.dundas.com/support/api-docs/NET/#html/T_Dundas_BI_WebApi_Models_StorageInfoData.htm "API Entry for Storage Info Data") or [getStorageInfo](https://www.dundas.com/support/api-docs/JS/#API%20Reference/dundas/entities/DataCubeService/Methods/getStorageInfo.html "API Entry for Storage Info") in JavaScript to get [StorageInfo](https://www.dundas.com/support/api-docs/JS/#API%20Reference/dundas/data/StorageInfo/cindex.html "API info for Storage Info"). |

### Symphony 24.3

### Visual Data Discovery Module

| Endpoint | Method | Description |
| -------- | ------ | ----------- |
| None.    |        |             |

### Managed Dashboards and Managed Reports Modules

| Endpoint                                                           | Description                                                                                                                                                                                                                                                                                                                                                                |
| ------------------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `ModifyGroupMembershipForAccount`  `ModifyGroupMembershipForGroup` | .NET API methods [ModifyGroupMembershipForAccount](https://www.dundas.com/support/api-docs/NET/#html/M_Dundas_BI_AccountServices_IGroupService_ModifyGroupMembershipForAccount.htm) and [ModifyGroupMembershipForGroup](https://www.dundas.com/support/api-docs/NET/#html/M_Dundas_BI_AccountServices_IGroupService_ModifyGroupMembershipForGroup.htm) now return a value. |
| REST API                                                           | The OpenAPI file describing the REST API is not included in this version due to changes in third party tools, but it will be re-added in future versions.                                                                                                                                                                                                                  |

### Symphony 24.2

### 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.    |        |             |

### Symphony 24.1

### Visual Data Discovery Module

export const tableStyles = {
  table: {
    width: '100%',
    borderCollapse: 'collapse',
    boxShadow: '0 2px 5px rgba(0,0,0,0.1)',
    fontFamily: 'sans-serif'
  },
  th: {
    border: '1px solid #dddddd',
    padding: '12px',
    textAlign: 'left',
    verticalAlign: 'top',
    backgroundColor: '#f2f2f2',
    fontWeight: 'bold'
  },
  td: {
    border: '1px solid #dddddd',
    padding: '12px',
    textAlign: 'left',
    verticalAlign: 'top',
    lineHeight: '1.5'
  },
  evenRow: {
    backgroundColor: '#f9f9f9'
  }
};

<table class="api-table">
  <thead>
    <tr>
      <th>Endpoint</th>
      <th>Method</th>
      <th>Description</th>
    </tr>
  </thead>

  <tbody>
    <tr>
      <td><code>/api/sources/export</code></td>
      <td><code>GET</code></td>

      <td>
        These attributes are returned for sources in your environment. Include these attributes to work with import matching strategies<br /><br />

        <ul>
          <li><code>connections\[].originId</code> – Returns the value of the connection ID from the imported connection</li>
          <li><code>sources\[].originId</code> – Returns the value of the source ID from the imported source</li>
        </ul>
      </td>
    </tr>

    <tr>
      <td><code>/api/sources/import</code></td>
      <td><code>POST</code></td>

      <td>
        When you 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.<br />
        Matching strategies are processed in order, proceeding to the next and the next if a strategy fails.<br /><br />
        If all strategies fail, the object is imported and tagged with your selected tags to help you find affected objects and manage any issues.<br /><br />
        These attributes are used to define the matching strategy and warning tags to use for import. Send as an array; each strategy is considered in order.<br /><br />
        <li><code>importSettings.objectClassLevel.connections.matchingStrategy\[]</code>- Send an array of matching strategies to be considered, in order, for connections. This array can include:</li>

        <ul>
          <li><code>BY\_ORIGIN\_ID</code></li>
          <li><code>BY\_ID\_AND\_TYPE\_AND\_PARAMS</code></li>
          <li><code>BY\_TYPE\_AND\_PARAMETERS</code></li>
          <li><code>BY\_NAME\_AND\_TYPE</code></li>
          <li><code>BY\_TYPE\_AND\_PARAM\_KEYS</code></li>
          <li><code>BY\_NAME</code></li>
        </ul>

        <li>If an order is not specified, the default strategy of<code>BY\_ID\_AND\_TYPE\_AND\_PARAMS or BY\_TYPE\_AND\_PARAMETERS</code> is used</li><br /><br />
        <li><code>importSettings.objectClassLevel.sources.matchingStrategy\[]</code> - Send an array of matching strategies to be considered, in order, for sources. This array can include:</li>

        <ul>
          <li><code>BY\_ORIGIN\_ID</code></li>
          <li><code>BY\_ID\_AND\_TYPE\_AND\_PARAMS</code></li><br /><br />
          If an order is not specified, the default strategy of BY\_NAME is used.<br /><br />
          <li><code>importSettings.warningTags\[]</code> - Send an array of warning tags to apply to objects imported with warnings.</li><br />
          <li>Send <code>enableDefaultRead</code> to enable data read permissions for the sources imported for all users in the tenant.</li>
        </ul>
      </td>
    </tr>

    <tr>
      <td><code>/api/dashboards/export</code></td>
      <td><code>GET</code></td>

      <td>
        These attributes are returned for dashboards in your environment. Include these attributes for importing.<br />

        <ul>
          <li><code>connections\[].originId</code></li>
          <li><code>sources\[].originId</code></li>
          <li><code>visuals\[].originId</code></li>
          <li><code>dashboards\[].originId</code></li>
        </ul>
      </td>
    </tr>

    <tr>
      <td><code>/api/dashboards/import</code></td>
      <td><code>POST</code></td>

      <td>
        When you 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. <br /><br />
        If all strategies fail, the object is imported and tagged with your selected tags to help you find affected objects and manage any issues.<br /><br />
        These attributes are used to define the matching strategy and warning tags to use for import. Send as an array; each strategy is considered in order.
        <li><code>importSettings.objectClassLevel.connections.matchingStrategy\[]</code>- Send an array of matching strategies to be considered, in order, for connections. This array can include:</li>

        <ul>
          <li><code>BY\_ORIGIN\_ID</code></li>
          <li><code>BY\_ID\_AND\_TYPE\_AND\_PARAMS</code></li>
          <li><code>BY\_TYPE\_AND\_PARAMETERS</code></li>
          <li><code>BY\_NAME\_AND\_TYPE</code></li>
          <li><code>BY\_TYPE\_AND\_PARAM\_KEYS</code></li>
          <li><code>BY\_NAME</code></li>
        </ul>

        If an order is not specified, the default strategy of <code>BY\_ID\_AND\_TYPE\_AND\_PARAMS or BY\_TYPE\_AND\_PARAMETERS is used.</code><br /><br />
        <li><code>importSettings.objectClassLevel.visuals.matchingStrategy\[]</code> - Send an array of matching strategies to be considered, in order, for visuals. This array can include:</li>

        <ul>
          <li><code>BY\_ORIGIN\_ID</code></li>
          <li><code>BY\_NAME</code></li>
        </ul>

        If an order is not specified, the default strategy of <code>BY\_NAME</code> is used.<br /><br />
        <li><code>importSettings.objectClassLevel.sources.matchingStrategy\[]</code> - Send an array of matching strategies to be considered, in order, for dashboards. This array can include:</li>

        <ul>
          <li><code>BY\_ORIGIN\_ID</code></li>
          <li><code>BY\_NAME</code></li>
        </ul>

        If an order is not specified, the default strategy of <code>BY\_NAME</code> is used.<br /><br />
        <li><code>importSettings.objectClassLevel.dashboards.matchingStrategy\[]</code> - Send an array of matching strategies to be considered, in order, for dashboards. This array can include:</li>

        <ul>
          <li><code>BY\_ORIGIN\_ID</code></li>
          <li><code>BY\_NAME</code></li>
        </ul>

        If an order is not specified, the default strategy of <code>BY\_NAME</code> is used.<br /><br />

        <li><code>importSettings.warningTags\[]</code> - Send an array of matching strategies to be considered, in order, for dashboards. This array can include:</li><br /><br />
        Send enableDefaultRead to enable data read permissions for the sources imported for all users in the tenant.
      </td>
    </tr>

    <tr>
      <td><code>/api/visuals/export</code></td>
      <td><code>GET</code></td>

      <td>
        These attributes are returned for visuals in your environment. Include these attributes for importing.<br />

        <ul>
          <li><code>connections\[].originId</code> - Returns the value of the associated connection ID.</li>
          <li><code>sources\[].originId</code> - Returns the value of the associated source ID.</li>
          <li><code>visuals\[].originId</code> - Returns the value of the associated visual ID.</li>
        </ul>
      </td>
    </tr>

    <tr>
      <td><code>/api/visuals/import</code></td>
      <td><code>POST</code></td>

      <td>
        When you 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.<br /><br />
        Matching strategies are processed in order, proceeding to the next and the next if a strategy fails.<br /><br />
        If all strategies fail, the object is imported and tagged with your selected tags to help you find affected objects and manage any issues.<br /><br />
        These attributes are used to define the matching strategy and warning tags to use for import. Send as an array; each strategy is considered in order.<br /><br />

        <li><code>importSettings.objectClassLevel.connections.matchingStrategy\[] </code>- Send an array of matching strategies to be considered, in order, for connections. This array can include:</li>

        <ul>
          <li><code>BY\_ORIGIN\_ID</code></li>
          <li><code>BY\_ID\_AND\_TYPE\_AND\_PARAMS</code></li>
          <li><code>BY\_TYPE\_AND\_PARAMETERS</code></li>
          <li><code>BY\_NAME\_AND\_TYPE</code></li>
          <li><code>BY\_TYPE\_AND\_PARAM\_KEYS</code></li>
          <li><code>BY\_NAME</code></li>
        </ul>

        If an order is not specified, the default strategy of <code>BY\_ID\_AND\_TYPE\_AND\_PARAMS or BY\_TYPE\_AND\_PARAMETERS </code>is used.

        <ul>
          <li><code>BY\_ORIGIN\_ID</code></li>
          <li><code>BY\_NAME</code></li>
        </ul>

        <li><code>importSettings.objectClassLevel.visuals.matchingStrategy\[] </code>- Send an array of matching strategies to be considered, in order, for visuals. This array can include:</li>

        <ul>
          <li><code>BY\_ORIGIN\_ID</code></li>
          <li><code>BY\_NAME</code></li>
        </ul>

        If an order is not specified, the default strategy of <code>BY\_NAME</code> is used.
        <li><code>importSettings.objectClassLevel.sources.matchingStrategy\[] </code>- Send an array of matching strategies to be considered, in order, for sources. This array can include:</li>

        <ul>
          <li><code>BY\_ORIGIN\_ID</code></li>
          <li><code>BY\_NAME</code></li>
        </ul>

        If an order is not specified, the default strategy of <code>BY\_NAME</code> is used.
        <li><code>importSettings.warningTags\[] </code>- Send an array of warning tags to apply to objects imported with warnings.</li><br /><br />
        Send enableDefaultRead to enable data read permissions for the sources imported for all users in the tenant.
      </td>
    </tr>

    <tr>
      <td>`/api/accounts/name/{name}`</td>
      <td><code>GET</code></td>

      <td>
        Takes `{name}`of tenant account as a path parameter and returns tenant account details.<br />
        Works similarly to `/api/accounts/{id}/`
      </td>
    </tr>
  </tbody>
</table>

### Managed Dashboards and Managed Reports Modules

| Endpoint | Method | Description |
| -------- | ------ | ----------- |
| None.    |        |             |
