Source Systems

You can add source systems to the Loome Portal and all assets from these sources will be available in the Portal.

Syncing a source system will pull reports and data sources you want to transfer into the Portal all at once. Loome can automatically import and sync these assets, instead of manually adding each report.

There are currently five types of sources:

  • Loome Integrate
  • Loome Monitor
  • Loome Assist
  • Azure Data Factory
  • Power BI

After you have imported reports and data sources, you can later sync it again at any time or set up a schedule to automatically sync it at your set time. In this new sync, Loome will pick up any new reports or data sources and update any new changes made to existing assets.

Source System Information

  • Name: This is the name of the source system.
  • Asset Type: The type of source system.
  • Sync Status: This will display the status of the sync and the stage of syncing. For example, whether the source system is currently syncing and whether it synced successfully.
  • Last Sync: This will display when the source system was last synced.
  • Message: This will display any messages about the last sync, such as the number of items synced or error messages.
  • Agent: The agent that can access this source system and will run the sync.
  • Enabled: This will show whether sync is enabled for this source system.
  • Tags: View any tags you have added to this source system asset.
  • Attributes: View any attributes you have added to this source system asset.

Source System Actions

  • On Demand Sync: This will start to sync the source system.
  • View System Syncs: You can view the logs of past source system syncs.
  • Schedules: You can create and manage the scheduling of system syncs.
  • More:
    • Delete: This will delete the source system.
    • Manage Tags: You can manage tags you have added to this source system asset.
    • Info: View information about this source. See Basics, Metadata, Attributes and Tags.
    • Discussions: Create and manage discussions about this source system.

Sync a Source System

To sync a source system, you can click on On Demand Sync. This will start to sync the source system immediately. Or you can create a Schedule to start a system sync.

Will I receive notifications when syncing Source Systems?

Users will receive notifications depending on their chosen condition.

You can choose to ‘Notify on Success or Failure’ or ‘Only Notify on Failure’.

‘Notify on Success or Failure’ will notify you at the end of a sync.

‘Only Notify on Failure’ will notify you if the sync failed or there was an error during sync.

When a source sync meets these conditions, Loome will send an email to notify administrators.

Please note that if you have disabled notifications in your notification settings (found at the top-right of notifications under the settings cog), you will not receive emails even if it is enabled here.