Symphony 25.2 Release Notes

This topic describes feature enhancements, resolved issues, and important information for Symphony 25.2.

To purchase this product, contact Insightsoftware Sales.

• Beta Features in this Release

• Feature Enhancements

• API Updates

• Resolved Issues

• Deprecated Features

• Removed Features

• Changes in this Version

• Known Issues

See also Important Notices, Deprecated Features, and Symphony 25 Release Notes Overview.

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	Note: In this release, Logi AI has been tested to work with the latest public version of Flowise, 2.2.7. See Flowise documentation for more information: https://github.com/FlowiseAI/Flowise/releases. 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 AISolutions. 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
Generate Visuals with AI	25.1	Users of SaaS (Software as a Service) deployments of Symphony can now take advantage of a new beta AI option to generate visuals quickly. Enter a natural language prompt into the AI Visual Generator with information you’d like to generate a visual for. Symphony reads column names and descriptions to intelligently gather and structure your data to the type of Visual Data Discovery visual you’d like to create, or select one if you don’t choose one. Example prompts: Create a chart of last year’s sales Make a pie visual showing me sales by region Build me a word cloud of visitors by country of origin Symphony will generate your visual; then you can save it, edit it, or discard it as needed. 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
Self Service Reports Improvements	We have expanded what you can create and export using Symphony’s Self Service Reports feature. This includes: A new report export format Excel (XLSX) for simple, grouped and group structured reports. This includes conditional formatting, data formatting and aggregation support. Select Data (XLSX) as an option when you export a report. Group Structured reports have been enhanced to support data formatting at the visual level in addition to current support at the source level. You can now elect to disable Self Service Reports at install time by making the appropriate changes to your YAML file. Self Service Reports are enabled by default in the default Symphony environment configuration. This configuration allocates 1 CPU and 6Gi for this service; expand as needed. The microservice supporting self service reports provides improved processing for larger data sets. Note: If you are upgrading to v25.2, the minimum Core and Memory requirements have changed to support the new self service report microservice and features. See Install Symphony - Windows and Install Symphony - Kubernetes.
Reports Wizard for Managed Reports	We’ve added a robust Reports Wizard to Managed Reports to help you quickly create simple reports, or add groups of data to your existing reports. When you create a new report, the Report Wizard opens to walk you through selecting, filtering, and styling your data. Alternatively, close the wizard to create your reports manually, or select the Report Wizard at any time while editing a report to add a new group of data in tabular format.
Accessibility Improvements	Table visualization accessibility has been improved including full keyboard support for navigation, selection, and other interactivity.
Updated Connector Support (Visual Data Discovery)	We have updated a number of Visual Data Discovery connectors in this release. Updated connectors include: Oracle, PostgreSQL, the Real Time Sales (RTS) connector, Redshift, and the Snowflake connector. See their respective connector pages for more information.
OpenSearch Connector Support	We have added support for a new connector, OpenSearch. See Manage the OpenSearch Connector.
MongoDB and Elasticsearch Connector Support	New built in data providers for MongoDB and Elasticsearch have been added to Managed Dashboards and Reports module.
Dashboard Filtering and Data Refresh Improvements	We’ve added a way for you to enable or disable the auto refresh of data in your single source dashboards as needed. Dashboards that include filter snippets from a single source have a new setting, Published Filters. When available, select the Published Filters icon on the dashboard and enable or disable the Auto Apply Filters toggle. Auto Apply Filters is enabled by default: any changes you make to your filters are reflected immediately. If you are working with several filter snippets and a large data set, you can disable Auto Apply Filters to prevent Symphony from refreshing the data until you either enable Auto Apply Filters again, or select Apply in the Published Filters Setting work area. For more information, see Manage Auto Data Refresh.
Show and Hide Column Labels	You now have the option to hide some or all of the metric function labels and time zone labels in your Visual Data Discovery table visuals and pivot table visuals. Select relevant show/hide options for individual labels using the table context menu in the column header.
User Interface Improvements	Your Symphony home page has a new, streamlined look. Access your Visual Data Discovery and Managed Dashboards and Reports workflows quickly and easily, alongside Logi AI in appropriately licensed environments. See Home Page. The file References dialogs contents now take up all available vertical space with a single scrollbar when necessary. The Symphony helm chart now includes a broader, more comprehensive set of service-specific affinity configuration options you can use to define your environment. See the helm chart for more information. Symphony now supports the installation of custom and non-standard Python packages using the helm chart. You can now add formulas to data cubes to reuse them across multiple metric sets and calculate their results after aggregation. See Process Result. Clickable parts of visualizations are now indicated on mouse hover in edit mode for easier access to their settings in the Properties window. Access more regions of table visualizations visually using new icons you can hover over and then click to access their property settings. Optionally add the current date to the beginning of export file names rather than the end and customize the date and time format.
Installation Updates	When you configure Java Virtual Machine (JVM) options for your Visual Data Discovery connectors, do not use the additionalJavaOpts section in the Helm chart, as it sets the _JAVA_OPTIONS environment variable. This global variable is not reliably visible or predictable across environments. For more information, see Data Discovery Service Values.
Account Lockout Messaging	A new configuration setting, Account Locked Logon Failure Reason, is now available in new and upgraded Symphony environments. The default setting of Unrecognized Credentials is applied to new installations of Symphony. Locked out accounts see a message that the credentials were not recognized without exposing the existence of the actual account. Alternatively, select Excessive Log On Failures to return a message that too many logon attempts have been made. This is more suitable for environments that support only internal users to aid in troubleshooting log on errors. If you upgrade to this version of Symphony from an earlier release, this is the default setting until you change it.
Free-Form Widget Placement on Dashboards	You can now switch the layout of a Visual Data Discovery dashboard between Responsive and Free-Form Layout. When you enable Free-Form Layout instead of Responsive layout, you can adjust your dashboard layout with finer-grained control. Adjust your widget sizes and placement, then save your changes to the dashboard.
Scheduled Dashboards and Reports (Visual Data Discovery)	You can now select a Delivery Method for your scheduled dashboard reports and scheduled reports to include email and SFTP in environments where you allow external users to receive these scheduled deliveries.
Embedded Source Events	Use the event listener composer-source-copied to listen for and react to the even of copying a Visual Data Discovery source in your embedded environment.
Elasticsearch Support	Elasticsearch now supports versions 8.1 to 8.17.

API Updates

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

Visual Data Discovery Module

Title	Method	Description
/api/dashboards//reports/report_id/ /api/dashboards//reports	PUT, POST	You can now add a destinationType of EMAIL or FILE_DROP to support SFTP and SMTP dispatch of scheduled dashboard reports.

Managed Dashboards and Managed Reports Modules

Endpoint	Method	Description
None.

Resolved Issues

Symphony

Title	Description
None.

Visual Data Discovery Module

Title	Description
Embed Updates	Updated the embed bundle to address various deployment issues.
Deployment Updates	The deployment package has been updated to remove MD5 references to allow for greater flexibility of deployment options in your environment.
Embedded Components	Corrected an issue that returned an error when using a customized inventory table in an embedded environment.
Resizing Widgets	Adjusted the behavior of resized widgets to allow them to utilize the full available area. Visuals now expand properly for improved layout and user experience and do not limit element placement.
Scheduled Dashboard Reports	Corrected a browser driver issue that prevented scheduled dashboard reports from being generated due to memory leak under heavy load.
SQL Editor	Fixed a user interface layout responsiveness issue, ensuring smooth functionality without affecting other components.
Filter Snippets	Corrected an issue that prevented the use of some filter snippets that filter hierarchical data.

Managed Dashboards and Managed Reports Modules

Description
Fixed an error that could prevent the use of dependent filters when connecting to a data cube’s bridge parameter.
Fixed an issue preventing the importing of some content such as static and built-in resources using the dt command-line tool.
Fixed an issue that could cause some grand total values to be calculated incorrectly when displaying multiple levels with both Rows and Columns hierarchies.
Fixed an issue that could prevent a default parameter value from taking effect when set in a data cube containing indirect references to other data cubes via Data Cube Transforms.
Fixed an issue that could prevent a bridge parameter value connected to a parameter from a Data Cube Transform from taking effect in the Data Preview window.
Fixed errors including ‘invalid redirect URI’ that could occur when using federated authentication with OpenID Connect, and the documentation contains improved guidance for single sign-out.
Fixed an error that could prevent the deletion of all sessions at once for a user account.

Deprecated Features

Symphony

Title	Description
None.

Visual Data Discovery Module

Title	Description
None.

Managed Dashboards and Managed Reports Modules

Title	Description
None.

Removed Features

Symphony

Title	Description	Alternative
None.

Visual Data Discovery Module

Title	Description
None.

Managed Dashboards and Managed Reports Modules

Title	Description	Alternative
None.

Changes in this Version

Managed Dashboards and Reports

Description
If using federated authentication with OpenID Connect and with responseType set to code, ensure the redirect URI uses the format {Dundas/Managed Base URL}/AuthBridge/signin-oidc/{providerId} for signing in and {Dundas/Managed Base URL}/AuthBridge/signout-oidc/{providerId} for single sign-out. See Enabling Federated Authentication.
Clickable portions of visualizations are now indicated when moving the mouse over them in edit mode.
Table visualizations have improved compatibility with screen readers.
Use the new built-in MongoDB data provider to connect to data from MongoDB version 4 and higher.
A new built-in Elasticsearch data provider is available for data connectors.
The information provided about REST API responses has been improved in the Swagger UI.
New configuration setting Account Lockout Logon Failure Reason can be set to Unrecognized Credentials as recommended for use in public-facing deployments.
New configuration setting Allow Attachments can disallow attaching any exported content directly to notification emails.
New configuration setting CSV Export File Extension can customize the CSV file name extension to .txt.
Dates can now be added to the beginning of exported file names rather than the end and with an optional custom date and time format.
Define formulas in a data cube’s Process Result that can be reused in multiple metric sets and calculated after grouping and aggregating by hierarchy values.
Tooltips are now hoverable with the mouse by default for accessibility and can now appear for keyboard and screen reader users.
Table visualizations now support keyboard navigation, selection, and other interactivity by enabling the Keyboard Selection property option, enabled by default for new tables.
Accessibility for the Tile Navigation component has been improved.
In Kubernetes deployments, various options such as security contexts, node selectors, and affinity rules can be set with more flexibility at different levels of Helm chart values.
Preinstall Python modules in your Python container using the new dundas.bi.python.setup.pythonModules Helm chart parameter.
The file References dialog’s contents now take up all available vertical space with a single scrollbar when necessary.
New icons appear when moving the mouse over a table visualization in edit mode allowing you to click to select from different overlapping regions and edit them in the Properties window.
Exporting a report’s data to CSV is now available for one of its visualizations or groups similar to previous support for other views like dashboards and scorecards.
Third party libraries jQuery UI and CodeMirror have been upgraded to new versions.
New configuration setting External Warehouse Database Tables can be set to prevent the specified tables from being removed when applying a fix with the Unused Warehouse Tables health check.
Drivers for data providers have been upgraded including for Snowflake Database, which also has new optional pooling settings.
New properties EmailReplyToAddress and EmailSenderDisplayName can be set using the APIs on a Tenant to customize its outgoing emails.

Known Issues

Affected Releases	Description
Symphony 25.2 and later	None.