Symphony Administration

Symphony makes visual analytics easy for end users. Symphony administrators are a big part of that. This guide will help you install, configure, maintain, and upgrade Symphony.

Important: Symphony Visual Data Discovery uses a packaged PostgreSQL database instance to store its metadata. Use the provided instance due to the specific configuration and version combination:

• Symphony v24.3 and later: PostgreSQL 16

If you would like to use another PostgreSQL instance, contact Technical Support for further guidance.

How Do I Administer Symphony?

Symphony is installed and managed by a system administrator, managing its upkeep and maintenance. Some tasks are needed to install or upgrade Symphony.

• Read the Symphony overview.

• Install Symphony in a Windows or a Kubernetes environment.

• Configure Symphony for Visual Data Discovery and Managed Dashboards and Reports.

• Uninstall Symphony.

You'll need to perform some maintenance tasks at regular intervals.

• Review activity logs.

• Perform health checks.

Other set up tasks include:

• Configure settings for your instance.

• Manage tenant accounts, groups, and users.

Access Administrator Functions

Administration tasks are performed right from Symphony's Managed main interface, including licensing, application configuration, as well as user accounts and their privileges.

To access the administration functionality in Symphony, first log on as an administrator user. After initial installation or sign-up, the built-in administrator user's logon name is admin, and the password is the one defined during installation. Users who created as part of the System Administrators group in also have access to the administrative functions in Symphony.

Next, go to the main menu in Managed Dashboards or Managed Reports, select your profile button, then select Administration from the pop-up menu.

This opens the administration homepage, and a list of administrative functions you can navigate between are shown in the sidebar menu.

As an administrator, you can navigate the administration homepage to complete many of the administrative tasks you can perform. For more information, see Use the Administration Homepage.

Configure Symphony Managed Dashboards and Managed Reports

Many configuration

• Connect to Data and View it on a Dashboard

• Create data cubes, metric sets, and use transforms.

• Manage activity logging.

Configure Symphony Data Discovery

You do other tasks only as needed for the modules you'll use.

• Manage connectors and data source configurations.

• Create custom metrics and derived fields.

• Migrate your content to Symphony.