insights
2023.4
false
  • Release Notes
      • 2023.4.1
      • 2023.4.2
      • 2023.4.3
      • 2023.4.4
      • 2023.4.5
      • 2023.4.6
      • 2023.4.7
      • 2023.4.8
      • 2023.4.9
    • User Migration Tool Release Notes
  • Getting Started
  • Access and Permissions
  • Interacting with Insights
  • Historical data export
  • Logs
  • Performance and Scalability
  • Real-time data export
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Insights
Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated Oct 17, 2024

2023.4.0 Upgrade Cheat Sheet

This article links to child pages detailing the steps previously performed in all versions of Insights released before 2021.10 and how to replicate those actions (if possible) in 2022.4.

Permissions

The following table compares how admins can assign roles in Insights before and after 2021.10. Note that viewers and designers cannot manage access.

Feature

Insights <2021.10

Insights 2023.4

Viewer
  • Navigate to Orchestrator, click the Tenant tab, and then click Roles.
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  • Navigate to Insights, and then click the Manage Access page.
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  • Click Edit next to the user, and choose the Viewer role.
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For more information, see the document here

Designer
  • Navigate to Orchestrator, click the Tenant tab, and then select Roles.
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  • Navigate to Insights, and then to the Manage Access page.
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  • Then, click Edit next to the user, and choose the Designer role.
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For more information, see the document here

Admin

N/A – The Admin in Insights < 21.10 refers to the tenant admin, which is not the same as the Administrator role in Insights 21.10.

  • Navigate to Insights, and then the Manage Access page.
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  • Then, click Edit next to the user and choose the Admin role.

For more information, see the document here

Business ROI Viewer

(Auxiliary Permission and must be added on to viewer or designer)

N/A
  • Navigate to Insights, and then the Manage Access page.
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  • Then, click Edit next to the user and choose the ROI Viewer role with the associated viewer or designer role. To grant a user this permission, they must have Viewer or Designer permissions.

For more information, see the document here

Business ROI Editor

(Auxiliary Permission and must be added on to designer)

N/A
  • Navigate to Insights, and then to the Manage Access page.
  • Then, click Edit next to the user, and choose the ROI Editor role with the designer role.

To grant a user this permission, they must have Designer permission.

For more information, see the document here

Time Zones

Feature

Insights <2021.10

Insights 2023.4

Time zones
  • Data is UTC in the database, so the default dashboards use the time zone of the stored data (UTC).
  • There are local time fields (CreationTimeLocal,EndTimeLocaletc) that are set to the same time zone as the Orchestrator tenant that can be used in place of the standard time fields in the data model.
  • Any user can select the time zone they want the dashboard to display in. The default dashboard time zone is the same as the one set for the respective tenant in Orchestrator. This will be accessible under the Viewer Time Zone Option in the dashboard actions menu.

For more information, see the document here

  • Permissions
  • Time Zones

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