--- title: "Release Notes Apex v2.0-Phase 1.3" slug: "release-notes-apex-v20-phase-13" updated: 2026-05-18T06:20:22Z published: 2026-05-18T06:20:22Z canonical: "help.symphonysummitai.com/release-notes-apex-v20-phase-13" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Release Notes Apex v2.0-Phase 1.3 Let’s dive into the key highlights, exciting improvements introduced, and a few known issues to keep an eye on. Every update brings something new, with a focus on enhancing the experience! The following section provides key highlights and known issues in Apex 2.0 - Phase 1.3 release. - [Key Highlights](/apex/docs/release-notes-apex-v20-phase-13#key-highlights) - [Merged Releases](/apex/docs/release-notes-apex-v20-phase-13#merged-releases) - [Additional Notes](/apex/docs/release-notes-apex-v20-phase-13#additional-notes) - [Fixed Issues](/apex/docs/release-notes-apex-v20-phase-13#fixed-issues) - [Key Notes](/apex/docs/release-notes-apex-v20-phase-13#additional-notes) ## Key Highlights Our team’s been on the move, polishing the UI and adding smarter functionality to power up your daily grind. Curious about What’s New? Dive in and explore the latest highlights - they are too good to miss! - [Alerts and Report](/apex/docs/release-notes-apex-v20-phase-13#alerts-and-reports-let-your-reports-notify-you-before-you-need-to-check-them) - [Reporting API](/apex/docs/release-notes-apex-v20-phase-13#reporting-api-discover-dn-schemas-fetch-tables-and-plug-your-data-into-any-bi-tool—instantly) - [Reporting Access Sync](/apex/docs/release-notes-apex-v20-phase-13#reporting-access-sync-one-click-unified-access) - [Smart Mail Parsing](/apex/docs/release-notes-apex-v20-phase-13#smart-mail-parsing-let-ai-route-the-intent) - [Global Tenant Theme](/apex/docs/release-notes-apex-v20-phase-13#global-tenant-theme-one-brand-everywhere) - [Asset Dashboard](/apex/docs/release-notes-apex-v20-phase-13#asset-dashboard-—-see-the-bigger-picture-act-with-precision) - [GDPR made effortless](/apex/docs/release-notes-apex-v20-phase-13#gdpr-made-effortless-your-data-your-control-compliance-made-seamless) - [Notifications & Bulletins](/apex/docs/release-notes-apex-v20-phase-13#notifications-bulletins-–-keep-users-informed-instantly) - [Import / Export](/apex/docs/release-notes-apex-v20-phase-13#import-export-–-move-data-in-and-out-effortlessly) - [SSO Configuration](/apex/docs/release-notes-apex-v20-phase-13#sso-configuration-–-seamless-secure-access-for-every-user) - [Service Automation](/apex/docs/release-notes-apex-v20-phase-13#service-automation-–-workflow‑based-license-model-new-licensing-experience) - [Integration Hub OOB Use Cases](/apex/docs/release-notes-apex-v20-phase-13#integration-hub-oob-use-cases-–-connect-sync-automate) - [AIW](/apex/docs/release-notes-apex-v20-phase-13#aiw-–-unified-knowledge-smarter-answers) - [Native In‑App AI](/apex/docs/release-notes-apex-v20-phase-13#native-in‑app-ai-–-built‑in-generative-intelligence-for-every-user-action) - [Intune Connector](/apex/docs/release-notes-apex-v20-phase-13#intune-connector-–-discovery-and-inventory-synchronization) - [Asset Management Reports](/apex/docs/release-notes-apex-v20-phase-13#advanced-sam-and-asset-management-reports) #### Alerts and Reports - Let your reports notify you before you need to check them User Persona: Analyst with report access Do you constantly revisit ITSM reports just to see if ticket volumes, SLA breaches, or key metrics have changed? What if the insight came straight to you? **Alerts and Notifications in Reports** lets you automate email alerts and report updates based on your own query conditions—right from the UI, with no API required. As an Analyst, you rely on timely insights to monitor trends, SLAs, and performance metrics. Instead of repeatedly reopening reports to check what changed, Alerts and Reports ensures the right updates reach you at the right time—without manual effort. Set it up once and stay effortlessly informed. ✅ **Perks at a glance** - **Automated Email Delivery** Send reports or charts directly to selected recipients—no manual downloads needed. - **Smart, Condition-Based Alerts** Trigger notifications only when defined data conditions are met (e.g., SLA ≥ threshold, volume spikes). - **Flexible Scheduling Options** Receive snapshots daily, weekly, monthly, or at custom intervals. - **Export in Multiple Formats** Generate and deliver dashboards or charts as **PDF**, **CSV**, or **image** exports. - **Zero Coding, Zero API** Everything is configurable from the UI—simple, intuitive, and analyst-friendly. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-UIL4V0K5.png) For more information, refer [Alerts and Reports](/apex/docs/report-scheduler). #### Reporting API - Discover DN Schemas, fetch tables, and plug your data into any BI tool—instantly User Persona: Admin The **Reporting API** introduces a secure and flexible way to retrieve DN reporting tables, their corresponding schema, and table data—making it easier than ever to integrate with external analytics solutions such as **Power BI**, **Microsoft Graph**, or any BI platform of your choice. ✅ **Perks at a glance** - Identify available **DN Table Schemas** for reporting - Discover **Column Names** and **Data Types** - Fetch **Table Data** on demand - Use **custom queries (including joins)** to retrieve data tailored to specific analytical needs Whether you're building dashboards or running exploratory analysis, the Reporting API puts structured, ready‑to‑use data right at your fingertips. See, what’s new in [Reporting API](/apex/docs/overview-1). #### Reporting Access Sync - One click, Unified Access User Persona: Admin The new **Reporting Access Sync** feature introduces automated synchronization of reporting users between the **Reporting System** and the **Apex database**. This enhancement reduces manual effort, ensures data consistency, and strengthens overall system reliability by addressing previously reported bugs. ✅ **Perks at a glance** | 🔄 **Automatic Sync** | Reporting users are synchronized with Apex in one click | | --- | --- | | ✅ **Data Consistency** | Unified user records across Reporting DB and Apex DB | | ⚡ **Reduced Manual Effort** | Eliminates repetitive updates and corrections | | 🛡️ **Improved Reliability** | Bug fixes enhance stability and trustworthiness | | 📊 **Streamlined Operations** | Enables smoother workflows for reporting and analysis | See, what’s new in [Reporting Access Sync](/apex/docs/reporting-access). ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-29EM99IE.png) #### **Smart Mail Parsing - Let AI Route the Intent** User Persona: Admin Move beyond manual configuration rules and let AI determine the true intent of incoming emails. The Smart Intelligent Mail Parser automatically analyzes message content and identifies whether it belongs to an Incident, Service Request, or Call—ensuring accurate classification and faster routing. Simply enable the **Smart** check box to activate AI-driven parsing and intelligent ticket creation. ✅ **Perks at a glance** - AI-powered intent detection from email content - Enhanced agent productivity and response time - Automatic classification into Incident, Service Request, or Call See what’s new in [Application Settings](/apex/docs/configuring-application-settings), [Notification Parser](/apex/docs/notification-parser). ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-5VGCXDDB.png) #### **Global Tenant Theme - One Brand, Everywhere** User Persona: Admin Bring harmony to your platform’s visual identity with the Global Tenant Theme. Turns scattered Tenant interfaces into one polished, harmonious brand presence. This feature empowers administrators to centrally define and manage themes across multiple Tenants, delivering a polished, consistent experience everywhere. ✅ **Perks at a glance** - One place to control branding across all Tenants - Consistent branding and visual identity platform-wide - Automatic logo inheritance from the Application Logo See what’s new in [Configure Theme](/apex/docs/configure-theme). ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-MELVGB84.png) #### **Asset Dashboard — See the Bigger Picture. Act with Precision** User Persona: Analyst/Approver Meet your unified Asset Summary Dashboard with a centralized Asset experience, insight-rich tabs, and one-click drill-downs to detailed reports, so teams can monitor, prioritize, and act faster while simplifying everyday asset operations. Gain a real-time, centralized view of all asset categories—Fixed Assets, Consumables, Accessories, Software, and Contracts—through a single, intuitive interface. ✅ **Perks at a glance** - Actionable insights for faster decisions - Improved operational control and planning - Reduced manual tracking and reporting effort See what’s new in [Asset Dashboard](/apex/docs/asset-dashboard). ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-7YUKURXI.png) #### **GDPR made effortless - Your data, your control, compliance made seamless** User Persona: End Users The GDPR Consent Form ensures end users provide explicit approval for storing and sharing their personal data (e.g., email, login ID, contact details, location fields, and role) with authorized Analysts and Admins. This supports compliance with the EU’s General Data Protection Regulation (GDPR). All listed fields are securely stored in encrypted form. First‑time users must accept the consent before accessing the Apex application. It also strengthens application security and blocks all access, until consent is confirmed. ✅ **Perks at a glance** - No sensitive data is sent, before GDPR acceptance. - Users must accept GDPR Terms before accessing any feature. - Prevents any bypass, by enforcing server-side app security. - Prevents attempts to skip or hide the consent form. For more information, see [GDPR Consent Form](/apex/docs/login-4#gdpr-mandatory-consent). ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-SXT2PHP6.png) #### **Notifications & Bulletins – Keep Users Informed, Instantly** User Persona: Admin The Notifications & Bulletins feature enables administrators to configure automated communication channels—including email notifications, bulletin messages, and intelligent parsing—to ensure users receive the right information at the right time. Whether it’s sending templated system emails, automatically parsing incoming messages, or displaying outage/maintenance updates on dashboards, Notifications & Bulletins streamline communication across the entire platform. All configuration options—Mailbox, Notification Parser, Notification Templates, and Bulletin Board—are located under **Admin** > **Notifications**, ensuring simple, centralized management. ✅ **Perks at a Glance** - Configurable Notification Templates - Intelligent Notification Parsing - Flexible Mailbox Integration - Bulletin Board for User Communication - Enhanced Mail Parsing For more information, refer [Notification Template](/apex/docs/notification-templates), [Notification Parser](/apex/docs/notification-parser) and [Bulletins](/apex/docs/bulletin-board). ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Notification Template(1).png) #### **Import / Export – Move Data In and Out Effortlessly** User Persona: Admin The Import/Export feature allows administrators to seamlessly transfer configuration data such as Categories, Classifications based on the Tenant and Module —saving time, reducing errors, and ensuring consistent setup. The Import/Export utility provides a simple and reliable way to export existing data to import using .xml file. ✅ **Perks at a Glance** - One-click Export of configuration data - Streamlined Import with Validation - Supports multiple modules For more information, refer [Import / Export](/apex/docs/import-configurations-by-template). #### **SSO Configuration – Seamless, Secure Access for Every User** User Persona: Admin The SSO Configuration Wizard delivers a streamlined way to integrate Single Sign‑On (SSO) with your enterprise identity provider—enabling users to authenticate effortlessly using their existing corporate credentials. Whether your organization uses ADFS, Azure AD, Okta, Ping Identity, or any other SAML‑compliant provider, the wizard guides administrators through a structured setup process to establish secure, policy-driven access. Once configured, users are redirected automatically to your organization’s SSO login page, eliminating password fatigue, improving security posture, and ensuring a unified authentication experience across the application. ✅ **Perks at a Glance** - Strengthened Security with Centralized Authentication - Fast, guided setup via SSO wizard - Role and Attribute Mapping made easy - Supports multiple Authentication modes - Full SAML 2.0 Compliance For more information, refer [SSO Configuration](/apex/docs/sso-configurations-forms) ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Forms sso(1)(1).png) #### **Service Automation – Workflow‑Based License Model (New Licensing Experience)** User Persona: Admin From Apex 1.3 onwards, Service Automation introduces a **Workflow‑Based License Model**, replacing the traditional execution‑based license approach. This enhanced licensing framework applies licenses at the workflow level within the Apex application, offering improved visibility, consumption accuracy, and administrative control. ✅ **Perks at a Glance** - Workflow-centric licensing for better transparency - Real-time License visibility - Configurable 100% usage notifications - Seamless backend support through enhanced execution service - Workflow License History for Audit and Compliance > [!NOTE] > Note > > If Apex 2.0 is upgraded from v1.2 or earlier to v1.3 or CTP to v1.3 then following must be implemented: > > - The Service Automation **Proxy** must be upgraded in customer environments. > - A new Service Automation token must be generated and updated in the Service Automation **Proxy**. For more information, refer [Service Automation v8.2](/sauto/docs/sautov82rn) ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/sa app.png) #### **Integration Hub OOB Use Cases – Connect, Sync, Automate** User Persona: Admin The Integration Hub delivers ready‑to‑use, bi‑directional connectors that simplify how SymphonyAI interacts with your enterprise systems. With pre‑built mappings, event‑based triggers, and secure API connectivity, organizations can automate cross‑platform workflows without custom development. Whether you're syncing work items with Jira, exchanging tickets with ServiceNow, or onboarding employees through BambooHR, Integration Hub ensures smooth, reliable, and intelligent data exchange. ✅ **Perks at a Glance** - Jira ↔ SymphonyAI (Bi‑Directional Ticket & Work Item Sync) - SymphonyAI ↔ ServiceNow (Bi‑Directional ITSM Exchange) - BambooHR → SymphonyAI (Automated HR‑Driven User Onboarding) For more information, refer Integration Hub - [OOB Use Cases](/apex/docs/oob-use-cases). ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1772009233626.png) #### **AIW – Unified Knowledge, Smarter Answers** User Persona**:** End User / Analyst AIW enables AIW to deliver fast, accurate, and contextual responses by intelligently retrieving knowledge from **Apex Knowledge Articles** and **SharePoint** repositories.With a unified RAG‑based (Retrieval Augmented Generation) knowledge engine, AIW eliminates information silos and ensures users receive reliable, source‑backed answers—without navigating multiple systems. EKM enhances self-service efficiency, reduces support load, and elevates the quality of AI‑driven assistance across the enterprise. ✅ **Perks at a Glance** - Unified Knowledge Access (Apex + SharePoint) - Apex Knowledge Articles (KAs) - SharePoint document libraries - Natural Language Enterprise Search For more information, refer [Enterprise Knowledge Search](/aiw/docs/enterprise-knowledge-search-external-source). ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/ekm(1).png) #### **Native In‑App AI – Built‑In Generative Intelligence for Every User Action** User Persona: End User / Analyst The Native In‑App AI brings **contextual Generative AI assistance directly inside the application**, allowing users to create, interpret, summarize, and accelerate tasks without leaving the workflow. Unlike external bots or standalone chat tools, this feature injects generative capabilities natively into UI components such as forms, editors, ticket screens, knowledge views, and list pages—providing a seamless and intelligent user experience. ✅ **Perks at a Glance** - AI-Assisted Content Creation - Context-aware Suggestions - Instant summaries and explanations - Generate knowledge - Secure, Tenant aware and controlled For more information, refer [In-app AI](/apex/docs/apex-v20-ai). #### **Intune Connector – Discovery and Inventory Synchronization** User Persona: End User / Analyst / Admin The Intune Connector integrates with the Asset Management system to automatically synchronize managed device data. ✅ **Perks at a Glance** - Real-Time Visibility - Smart Auto Allocation - Seamless Intune Integration - Improved Audit Readiness - Faster Ticket Resolution For more information, refer [Intune Configuration](/apex/docs/intune-configuration-1). #### Asset Management Reports Introduces the following reports to enhance reporting coverage across Asset Management: - [10 New Asset Management Reports](/apex/docs/am-reports) These reports provide improved visibility into asset allocation, compliance tracking, and operational reporting for ITSM teams. **Report Renaming** The following reports are renamed to improve clarity and alignment with current terminology: | Previous Name | New Name | | --- | --- | | AM_Variance Report - Allocated User Variance by Last Logon | Allocated User Variance Report | | Asset By Floor Details Report | Assets By Floor Details Report | | Allocated Asset Distribution by Category | Allocated Assets Distribution By Category | | Asset Deployment Count by Location | Assets Deployment Count By Location | | Asset IP Variance by Floor Report | Asset IP Variance By Floor Report | | Asset List by Attribute Report | Asset List By Attribute Report | > [!NOTE] > Note > > The report functionality remains unchanged. Only the display name has been updated. **Deprecated Reports** The following reports were deprecated: - AM_Hardware Normalization Summary & Details - AM_ Variance Report - Allocated Assets For Inactive Users ## Merged Releases Code changes from the following releases are incorporated to Apex 2.0 - Phase 1.3 release: - Code merge from Apex 2.0 V1.2 (18thNov) to Apex 2.0 (v1.3) - Code merge from Elbrus SP3 HF11 Patch 13 to Apex 2.0 (v1.3) ## Additional Notes Quick hits before you move on! > [!NOTE] > Note > > - IMS - (Only Classic Mode on) is supported for On-Premises environment. > - AIW - is not supported on On-Prem for Apex v1.3. > - Performance benchmarking is applicable only to cloud deployments. > - Reconfigure Themes and application-level scripts associated with Themes for Migrating from Elbrus or Apex 2.0 v1.2 to ‘Apex v1.3’. For more information, refer the [following section](/apex/docs/release-notes-apex-v20-phase-13#reconfigure-themes-and-associated-scripts-for-migrating-to-apex-v13). > [!NOTE] > **Excel Import Cell Limit** > > For **Upload Configuration Items**, **Upload Services**, and **Import Users** using Excel, a **maximum of 40,000 cells** is supported per import. > > - The cell count is calculated as **Number of Rows × Number of Columns**. > - If the total cell count **exceeds 40,000**, the import **will fail**. > - An error message is displayed prompting you to upload the records **within the allowed 40,000‑cell limit**. > > **Example:** If an Excel file contains **40 columns**, it can include a maximum of **1,000 rows** (40 × 1,000 = 40,000 cells). If the number of rows exceeds this limit, the import will fail. #### Reconfigure Themes and Associated Scripts for Migrating to Apex v1.x When migrating from **Elbrus** or **Apex 2.0 v1.2** to **Apex 2.0 v1.x (where 1.x refers to: *Apex 2.0 v1.2, 1.3, 1.4 or future 1.x releases*)**, the following updates are required: - **Theme reconfiguration is mandatory.** All existing themes must be recreated or reconfigured to align with the updated platform requirements. - **Application‑level scripts tied to themes also require reconfiguration.** Any script previously associated with a theme must be reviewed and updated to ensure compatibility after the migration. - **Engineering teams responsible for theme setup should perform a full review.** Engineers must verify that all scripts connected to theme behavior are revalidated, updated, and reapplied as needed. - **Existing script details can be recovered from the database.** Script metadata stored in the system database can be retrieved and reused when configuring newly created themes, ensuring continuity and reducing manual rework. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Themes reconfigure.png) Figure: Themes and App Scripts Reconfiguration Needed to Migrate to Apex 2.0 v1.x ## Fixed Issues There are no fixed issues for this release.