Source Systems

What are Source Systems?

Loome Publish allow users to pull assets and data sources into the portal from a source system. This feature is useful when you have many reports and data sources you want to transfer into the portal.

Instead of manually adding each report, Loome Publish can automatically import and sync these assets. There are two types of source systems:

  • SQL Server Reporting Services
  • Power BI Server

Once reports and data sources have been imported into Loome Publish, they will be automatically synced every 10 minutes. Loome Publish will pick up any new reports or data sources from the server and update any new changes made to existing assets.

step 1

Source System Details:

  • Type: the type of source system
  • Name: the name of the source system
  • Sync Status: whether the source is currently syncing
  • Last Sync: when the source system was last synced
  • Message: the number of items synced or error messages
  • Enabled: is sync enabled for this source system

Actions:

  • On demand Sync: sync the source system on demand
  • New: click to add a new source system
  • Refresh: click to refresh the sync status

How to Add a New Source System

Go to the Source Systems page found in the top-right Settings Cog of the page.

On the Source Systems page, click on New at the top-right corner.

Add new source system

You can then choose a source system type from this page.

Choose from:

Source system types

Where do synced assets and data sources go?

You can access all synced assets and data sources under the Settings Cog Icon in Publish.

Can I edit synced assets?

All registered assets can be edited in Loome Publish.

The following metadata can be modified:

Details:

  • Title
  • Description

If you change the title of an asset, when the asset is synced the title will revert back to the title from the source system.

step 6

Metadata:

  • Experts
  • Tags
  • Business Area/Navigation (required)
  • Subject Area (required)
  • Any other terms added

step 7

Connection:

Unlike manually created assets, you will not be able to edit the connection details of a report asset imported via a source system.

step 8

Embedding:

You can choose to enable or disable the embedding feature of the asset.

Select Yes or No.

step 9

Can I edit synced data sources?

All registered data sources can be edited in Loome Publish.

The following metadata can be modified:

Details:

  • Title
  • Description

If you change the title of an asset, when the asset is synced the title will revert back to the title from the source system.

step 10

Metadata:

  • Experts
  • Tags
  • Business Area/Navigation (required)
  • Subject Area (required)
  • Any other terms added

step 11

Connection:

Unlike manually created data sources, you will not be able to edit the connection details of a data source asset imported via a source system.

step 12

What is ‘On Demand Sync’?

If set to enabled, source systems are synced every 10 minutes. On Demand Sync allows users to sync the source system as needed. If you have a new or updated report or data source you need in the portal for immediate use, you don’t need to wait 10 minutes for the next sync cycle.

Use the Refresh button to refresh the screen for sync status and message displays. Any errors with the configuration or syncing of the source systems will be displayed under ‘Message’.

Will I receive notifications when syncing Source Systems?

Administrators will receive notifications if there are new items from a sync and if there has been an error during sync.

If your source system fails to sync and results in an error or if new assets have been synced from a source system, Loome Publish will send an email to notify administrators. Administrators can edit the email templates for these email notifications in Configuration.