- 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 |
Feature Enhancements
| Title | Description |
|---|---|
| 24.4.1 Feature Enhancements | |
| None. | |
| 24.4 Feature Enhancements | |
| Self Service Reports | Generate and manage reports using Symphony’s new self-service reporting capability inside the Visual Data Discovery module. Create customized reports using a table visual, adding a report header and footer as needed. Additionally, you can apply filtering, conditional formatting, and grouping to your data. Apply aggregate functions on different fields to produce the report you need. Export easily as a PDF, including all of your customizations. For more information, see Self Service Reports, Manage Self Service Reports and Create Self Service Reports. |
| Windows Support | You can now install an instance of Symphony in your Windows environment. Supported versions include Windows 10, Windows 11, Windows Server 2016, 2019, and 2022. See Install Symphony - Windows. |
| Improved Hierarchical Filter Management | We’ve improved your experience and expanded the capabilities of hierarchical filters, making data sets of all sizes more easily navigable.
|
| Updated Data Connector Support | Several new data connectors are available or have been updated to allow your users to connect to a wider range of sources.
We have added support for the Business Central Connector. |
| Expanded Accessibility | We have updated our accessibility support for content viewed in full screen mode or embedded in your own application. These updates include features such as keyboard support, accessible names for more non-text content, and use of aria-label. For more information, see Accessibility. |
| Playground Updates | Symphony Developer Playground is a hosted, embedded Playground environment that allows you to explore a space dedicated to our low-code, rapid development tools crafted for software teams. Dive into white-labeling options, grab functional code samples, and discover straightforward embedding features. Start effortlessly creating interactive analytics embeddable content that suits your brand and business needs. |
| Table Visual Updates | Define the columns you want to include in a table visual when you create the visual. After you’ve selected your source and the table visual type, select to include one or more columns quickly and easily. Select Create Visual to generate your visual. If you select no columns, all columns are included by default. See Tables. |
| Export Dates in ISO 8601 Format | You now have the option to export and share dates as an ISO 8601 date in XLSX format. This preserves any formatting you’ve applied to your data while allowing Excel users to recognize and manipulate the exported dates as dates in Excel. See Export Raw Data in CSV or XLSX Format and Schedule a Dashboard Report. |
| Data Preparation and Analysis | In Managed Dashboards and Reports, add placeholders to SQL Select expressions that can be set via parameters. You can now use Array type columns from PostgreSQL or Vertica in an SQL Select configuration for filtering purposes. |
| Design and View | You can now create content in Managed Dashboards and Reports that meets accessibility standards more easily by adding and associated accessible names and taking advantage of various improvements to built-in filters and components. Password-protect your exported PDFs from Managed Dashboards and Reports, and optionally require this password protection when exporting. |
| API / Branding / Integration | When logging on using .NET or REST with administrator credentials and setting Effective AccountName/EffectiveCredentials, optionally also apply CustomAttributes or set Account Properties to create or update an account. Access data cube storage run time details by calling GET /DataCube/StorageInfo/ to get StorageInfoData or GetStorageInfo in JavaScript to get StorageInfo. |
| Scheduled Reports Frequency | A new frequency option for sending scheduled dashboard reports in Visual Data Discovery, Days, allows you to schedule a report for generation and sharing on more than one day a week with a few simple selections. Create a new schedule or edit an existing schedule to meet your needs. See Schedule a Dashboard Report. |
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 |
|---|---|---|
| 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 or REST 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/ to get StorageInfoData or getStorageInfo in JavaScript to get StorageInfo. |
Resolved Issues
Symphony
| Title | Description |
|---|---|
| 24.4.1 Resolved Issues | |
| User Interface | Corrected an issue that prevented a full listing of tenants, groups, and users in environments that include a large number of tenants, groups, and users. |
| 24.4 Resolved Issues | |
| None. |
Visual Data Discovery Module
| Title | Description |
|---|---|
| 24.4.3 Resolved Issues | |
| Time Ranges | Corrected an issue that caused the time bars to display and render an incorrect start year for bar charts that used year ranges and granularity set to week.. |
| Time Bar | Corrected an issue in the time bar that used and displayed UTC time in place of the configured time zone. |
| Fields Visibility | Corrected an issue that caused hidden fields to display in the user interface when users create tables from a source that includes hidden fields. |
| 24.4.2 Resolved Issues | |
| Embedded Dashboards | Corrected an issue that prevented selected dashboards from displaying properly in embedded environments. |
| Dashboard Error Messages | Corrected an issue that caused an error message to be returned when loading some dashboards that contained no errors. |
| 24.4.1 Resolved Issues | |
| None. | |
| 24.4 Resolved Issues | |
| Content Security | Added the value http.response.header.content-security-policy to zoomdata.properties. Use to add appropriate content security values to support your implementation. See zoomdata.properties Properties. |
| Line Trend: Attributes Visual Update | When you create a line trend visual that includes the option to include blank data, data with no value is displayed along with data that includes values. |
Managed Dashboards and Managed Reports Modules
| Description |
|---|
| 24.4.1002 Resolved Issues |
| Fixed an error referring to key ‘ColumnTypeName’ that may occur when connecting to certain data sources such as SAP SQL Anywhere using the JDBC data provider. |
| Fixed an issue that could prevent a data cube’s warehouse storage from building successfully for a data connector using an on-premise gateway for some deployments. |
| Fixed an issue that was preventing some dynamic hierarchies from being included when exporting to Excel in certain cases. |
| Fixed an issue preventing custom Header Text set up for a table from being displayed when exporting to Excel if using a predefined hierarchy with a single level. |
| Fixed an issue introduced in recent versions that could cause the scheduler service to fail for certain deployments with a configuration error reported. |
| 24.4.1001 Resolved Issues |
| Fixed an error that can occur when using a JDBC data connector with numeric data types containing more than six fractional digits. |
| 24.4 Resolved Issues |
| Errors occurring when importing tenant items without multi-tenancy enabled now provide more information. |
| Fixed an error that could occur in a Python transform when initializing a returned DataFrame with certain value types. |
| The setting Disable Formula For Expanded Members no longer prevents custom total calculation rules from being applied. |
| Fixed an issue that could cause popups opened from within a popup dashboard to appear behind it. |
| Fixed an unexpected page break that could be inserted into a report when set on an empty template area. |
| Fixed issues that could occur when using data connector overrides for a tenant with a different authentication method than the original data connector. |
| Fixed an issue that could cause unused tables to be left behind in the warehouse database after a data cube storage job failure. |
| Fixed an issue that could occur for multiple data cube storage jobs starting at the same time causing their status to appear as running indefinitely and errors in the logs reporting “more than one active command”. |
| Fixed an issue preventing users from being able to click to select some links to the left of transforms in data cubes. |
Fixed an error when loading content that could occur if the current session’s application privileges are unexpectedly null. |
| Fixed incorrect layout of data in Excel exports for tables that include group headers when parameter values are included to the left. |
Deprecated Features
Symphony
| Title | Description |
|---|---|
| 24.4.1 Deprecated Features | |
| None. | |
| 24.4 Deprecated Features | |
| None. |
Visual Data Discovery Module
| Title | Description |
|---|---|
| 24.4.3 Deprecated Features | |
| None. | |
| 24.4.2 Deprecated Features | |
| None. | |
| 24.4.1 Deprecated Features | |
| None. | |
| 24.4 Deprecated Features | |
| None. |
Managed Dashboards and Managed Reports Modules
| Title | Description |
|---|---|
| 24.4.1002 Deprecated Features | |
| None. | |
| 24.4.1001 Deprecated Features | |
| None. | |
| 24.4 Deprecated Features | |
| Decrypt and Encrypt dbi.config | The way the dbi.config file is encrypted and decrypted has changed: the connectionConfig dt command is deprecated and replaced with configFile, which will encrypt only individual connection configuration values rather than the entire section. |
Removed Features
Symphony
| 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/ returns a CopyResultData and copyEntry a CopyResult, and POST /Project/Duplicate/ returns a DuplicateProjectResultData and duplicateProject a DuplicateProjectResult. |
Changes in this Version
Managed Dashboards and Reports
| Description |
|---|
| 24.4.1001 Changes in this Version |
| None. |
| 24.4.1002 Changes in this Version |
| None. |
| 24.4 Changes in this Version |
| The return values of the following REST and JavaScript API methods have changed: POST /File/Copy/ returns a CopyResultData and copyEntry a CopyResult, and POST /Project/Duplicate/ returns a DuplicateProjectResultData and duplicateProject a DuplicateProjectResult. |
The way the dbi.config file is encrypted and decrypted has changed: the connectionConfig dt command is deprecated and replaced with configFile, which will encrypt only individual connection configuration values rather than the entire section. |
| Choose whether to overwrite existing job schedules in the advanced options when importing related objects such as data cubes. |
| Improved validation when entering a Session Schema used with a Manual Select. |
| You can now add placeholders to expressions in select transforms, which are also available to be set via parameters. |
| New option Abort On Data Errors available when exporting content, which can send failure notification emails if data fails to load for a notification. |
| User experience improvements were made such as clarifying where to find previously created notifications, exports, and tokens. |
| Improved performance measurement formatting omits zero measurements and displays the TotalGroupRequestQuery last. |
| An ARIA Label property is available when editing dashboards and other views to enter an accessible name for content when needed, or to assign an existing label component that provides one. |
| The accessibility for content in view mode has been improved for built-in filters and components and their provided menus, including keyboard accessibility and appropriate information provided for screen readers. |
| The new Max Recipients configuration setting can limit the total number of users that can be added as recipients to each email, with a message displayed in dialogs informing senders of the limit. |
| The new Expiry Date setting on tenants can be used to automatically disable users’ access to a tenant on the specified date. |
| New data connector setting Encode String Values when using the JDBC data provider can prevent errors when certain characters occur in the data. |
Known Issues
| Affected Releases | Description |
|---|---|
| Symphony 24.4 and later | The machine learning provider used for the metric set Assistant may not work when installed on Windows with an incompatible version of the Python package NumPy installed. If an error occurs when using the Assistant such as The machine learning engine has not yet started or an entry is logged referring to numpy.dtype size changed, install a 1.x version of NumPy, e.g. with the command prompt or PowerShell command: pip3 install numpy==1.26.4 |