Release Notes

Loome Release Notes – April 7th, 2026

Loome Platform Update

What’s New

This release delivers major upgrades across the platform, introducing smarter alert management, richer data relationships, deeper BI integration, and a more secure, scalable agent model. Monitor now creates consolidated Portal Tasks that cut through alert noise, while new Lookup Lists let you build relationships without duplicating data. Portal adds a native Tableau Connector and unified Content Adoption analytics for both Fabric and Tableau.

Integrate expands with API Profiles for custom REST ingestion, and the new Unified Agent simplifies multi‑tenant connectivity with stronger security and real‑time visibility. We’ve also added outbound email domain restrictions to strengthen governance. Altogether, this release reduces noise, improves oversight, and streamlines how your teams work across Loome.

Release Window

The update window depends on your environment:

  • AU Environment Release – Tuesday 7th April, 1:00 PM AEST / 3:00 AM UTC
  • US Environment Release – Monday 6th April, 7:30 PM EDT / 11:30 PM UTC

What do you need to do?

For most users, no action is required during the update window.

  • Loome Integrate Users: If you have jobs scheduled to run over the update window, please check that they’ve completed successfully afterward. If not, simply restart them.
  • Optional Agent Update: To take advantage of all new features, improvements, and fixes across all modules, we strongly recommend updating your Loome Agent after the release window.

If you need assistance, our support team is available at support@loomesoftware.com.

Release Impact

This release includes updates to the core Loome service (supporting Loome Monitor, Loome Assist, Loome Integrate, and Loome Portal) and the Loome Agent.

We expect the update to take no more than 10 minutes. During this time, we do not anticipate interruptions to running Loome Integrate jobs, though you may briefly be unable to start new activities or access your Loome modules.

Updates

Monitor: Create Portal Tasks

We’ve introduced a more streamlined way to manage alerts through Loome Portal Tasks. Instead of relying solely on email notifications, you can now consolidate rule results into actionable, persistent tasks that evolve with your data.

Key Highlights

  • Consolidated “Rolling” Tasks: To prevent task spam, Loome now maintains a single active task per rule or grouping for each target user. Subsequent rule runs will update the existing task with fresh metrics—such as cumulative alert counts and the latest timestamps—rather than creating new ones.
  • Direct Result Linking: Every task includes a direct link back to the originating Monitor rule results, allowing for immediate triage and resolution.
  • Smart Grouping Options: You can configure tasks to be created for all results collectively or grouped by specific attributes (like an email column) to ensure the right people are notified without the noise.
  • Automated Lifecycle: Tasks are automatically updated or resolved based on the latest run results. If a rule produces no results, the associated task is resolved automatically.
  • User Onboarding Integration: If a task is assigned to a user not yet in the Loome Portal, the system will hold the task in a Pending status and send an invitation. Once they join, their tasks are automatically converted and ready for them.

Stay Informed Without the Noise

To ensure you never miss a critical update, users will receive summary emails about their assigned tasks. This strikes the perfect balance: it avoids the “inbox fatigue” of individual row alerts while still providing a timely nudge so your team knows exactly when to jump into the Portal and take action.

Why this matters

This feature moves your team away from “email fatigue” and toward a single source of truth for remediation. By keeping a rolling history of a rule’s performance within a single task, you maintain a clear audit trail of impact and continuity without cluttering your workspace.

Note: An agent update is required to use this feature.

Monitor: Lookup Lists

We’ve introduced Lookup List Columns, enabling you to create powerful relationships between data sets without duplicating information. You can now reference rows from other Reference rules (Cross-rule) or within the same rule (Self-reference).

Key Features

  • Single Source of Truth: Centralize shared lists (like Departments or Locations) and reference them across multiple rules to ensure consistency.
  • Relational Modeling: Easily map hierarchical relationships, such as linking an Employee to a Manager within the same list.
  • Flexible Display & Editing: Choose between Single-select (inline display) or Multi-select (sub-table/popup view) to suit your data needs.
  • Persistent Data Integrity: References are stored using unique identifiers, ensuring that links remain accurate regardless of data changes.

Note: An agent update is required to use this feature.

Portal: Tableau Connector

We’ve introduced a first-party Tableau Connector to seamlessly integrate your Tableau ecosystem into the Loome Portal. This update enables automated discovery of your BI assets and secure, native embedding.

Key Features

  • Metadata Synchronization: Automatically syncs Projects, Workbooks, Views, and Data Sources. The connector maps complex relationships (e.g., Workbook to Data Source) to maintain clear data lineage in your catalogue.
  • Secure Embedding: View Tableau Workbooks and Views directly within Portal via the Tableau JS API. Supports responsive sizing and integrated error handling.
  • Flexible Authentication:
    • Direct Trust: Uses server-side JWTs for a seamless, “no-login” user experience.
    • Delegated Sign-on: Leverages your existing SSO or manual Tableau credentials.
  • Enterprise Security: All sync operations use Personal Access Tokens (PAT) stored securely on the backend; no sensitive tokens or secrets are ever exposed to the client browser.

Portal: Content Adoption

We’ve introduced Content Adoption tracking to help you measure the impact of your analytics investment. You can now monitor how users interact with Microsoft Fabric (Power BI) and Tableau assets directly within Loome Portal.

Key Features

  • Unified Activity View: A new Content Adoption section under Activities displays daily trends, asset-level rollups, and filtering for all integrated reports and workbooks. = Actionable Metrics: Track Views (baseline usage), Unique Users (reach), and Engagement Actions (shares, exports, and favorites).
  • Deep Integration: Leverages the Fabric Activity Events API and Tableau REST API for accurate, automated daily ingestion.
  • Simple Setup: Enable tracking via new opt-in checkboxes in your existing Fabric and Tableau connector settings.

Summary of Metrics

  • Views: Total times content was opened.
  • Unique Users: Number of distinct individuals engaging daily.
  • Engagement Actions: Active interaction (e.g., shares, exports, prints, subscriptions, favorites).

API Profiles

While Loome Integrate provides an extensive library of native API connectors, the new API Profile connector type empowers developers to build their own custom integrations for any third-party or internal REST API not currently supported out-of-the-box.

By using a declarative schema file format, you can rapidly create enterprise-grade connectors without writing or maintaining bespoke integration code.

Key Features

  • Unlimited Extensibility: Bridge the gap for niche third-party services or proprietary internal APIs, bringing them into your data warehouse using the same patterns as our native connectors.
  • Data Warehouse Optimized: Engineered for high-throughput ingestion, allowing for the efficient transfer of large-scale datasets from custom endpoints.
  • Incremental Loading Support: Fully compatible with Loome Integrate’s incremental loading patterns. Developers can define watermarks and delta logic directly within the schema files to ensure only new or modified data is processed.
  • Simple Configuration & Deployment: Once authored, schema files can be hosted on a local directory or a UNC network share accessible by the Loome Agent. The file path is then simply referenced within the API Profile connection string.
  • Developer-Friendly Workflow: No additional local installations are required. For faster iteration, developers may choose to run a local Loome Agent to test and refine their schema definitions before moving to production.

Note: An agent update is required to use this feature.

Unified Agent

We are excited to introduce the Unified Agent, a centralized connectivity model designed to simplify how Loome agents interact with your environment. This release moves away from the need for individual “classic” agents per tenant, offering a more secure, scalable, and manageable way to connect your organization.

Key Highlights

  • Centralized Management: Deploy a single agent to service multiple tenants. The agent automatically receives and updates its tenant list from the Agents API, significantly reducing configuration overhead.
  • Enhanced Security: Each agent is now authenticated via its own dedicated OAuth client. This allows for stricter token lifetimes, IP-based restrictions, and the ability to deprovision individual agents without impacting your wider tenant configuration.
  • Real-Time Visibility: A new “Agents” dashboard in the Management App provides real-time status updates, including connection health, versioning, OS details, and IP addresses for all active agents.
  • Streamlined Deployment: A new Setup Wizard (available in both Modules and the Organization App) guides you through networking rules and tenant selection, generating the final deployment scripts for you.
  • Dynamic Updating: Changes to tenant status (enabling, archiving, or deleting) are pushed to the agent in real time. The agent gracefully drains active tasks before applying configuration changes or reconnecting.

Why this matters

This update reduces the manual effort required to maintain multiple agent installations while providing administrators with a “single pane of glass” to monitor and secure agent-to-cloud connectivity across the entire organization.

Note: An agent update is required to use this feature.

Outbound Email Domain Restrictions

We’ve introduced a new security layer that gives administrators direct control over where product-generated emails are sent. This feature is designed to prevent data leakage and ensure that outbound communications remain within trusted boundaries.

What’s New?

  • Domain Allowlists: Administrators can now define a specific list of approved external domains. If the list is empty, no restrictions are applied; once configured, emails will only be delivered to the domains you trust.
  • Centralized Enforcement: These restrictions apply across all product-initiated email paths, ensuring consistent protection regardless of how the notification was triggered.
  • Disposed Email Review: If an email is blocked, administrators can view minimal metadata (recipient, subject, and date) within the Management App to audit blocked communication attempts.

Key Details for Admins

  • Retention Policy: Metadata for blocked (disposed) emails is retained for 7 days before being automatically purged.
  • Configuration: You can manage your domain list and view blocked logs directly within the Organisation Management App.

Improvements

This update requires a minimum agent version of 2026.04.07.1 where [Agent Update] is specified. Please download a new install script and update your agent to use new features, improvements, and fixes.

  • Assist
    • Added immediate regex validation for solution collection input parameters.
    • Added caller IP and UPN to action scripts in solution collections. [Agent Update]
    • Improved error handling during solution collection deployment. [Agent Update]
    • Updated handling of storage accounts for spend data. Accounts are now verified and recreated on access, resolving issues caused by accidental deletion. [Agent Update]
    • Invalid or incomplete solution collections are no longer visible in Assist.
    • Improved the Project Resources page so that long‑running actions correctly notify the user upon completion.
  • Integrate
    • Added optional batch_osdisksize parameter for Azure Batch tasks to override default OS disk size. [Agent Update]
    • Added new connectors for Acumatica and Zoho CRM. [Agent Update]
    • Secured account name and key storage in Azure File Share connector. [Agent Update]
    • Improved error messaging in Azure Data Lake connector. [Agent Update]
    • Added support for private endpoint links in Snowflake external stages. [Agent Update]
    • Added a Materialize Computed Hashes option to persist computed hash columns in staging tables for the Persistent Staging task, improving performance for high‑volume data joins while retaining view‑based logic for smaller datasets. [Agent Update]
    • Updated Loome Monitor connections to work with the improved agent security model in this release.
    • Note: You must update your agent before adding new Monitor connections to Integrate. Existing connections will continue to work.
  • Monitor
    • Improved the slide‑out experience when editing custom fields.
    • Added support for private endpoint links in Snowflake external stages. [Agent Update]
  • Portal
    • Renamed Power BI connector to Fabric (content assets retain Power BI naming).
    • Improved performance of Activity pages in Hierarchy view.
    • Added Postman collection for Custom Apps development.
    • Added support for assigning tasks to multiple users or groups (groups >10 users not supported).
  • Organisation
    • Added tenant links to the organisation tenants page.

Bug Fixes

This update requires a minimum agent version of 2026.04.07.1 where [Agent Update] is specified. Please download a new install script and update your agent to use new features, improvements, and fixes.

Some bug fixes listed below have already been delivered via a hotfix.

  • Assist
    • Fixed spend data display when reusing a deleted solution collection name. [Agent Update]
    • Prevented deletion of resources when an agent is offline.
  • Integrate
    • Resolved multiple MYOB migration issues. [Agent Update]
    • Fixed stuck loading indicator on Jobs screen.
    • Fixed task completion issue.
    • Fixed cross‑tenant import issue.
    • Fixed home page loading issue on new tenants with no jobs.
    • Fixed PowerShell script generation to correctly escape single quotes. [Agent Update]
    • Fixed an issue where incremental loading could incorrectly clip records due to precision loss. [Agent Update]
    • Fixed an issue where Snowflake stage file loads could produce rows with null values. [Agent Update]
    • Fixed an issue where incremental loads with zero records caused errors when loading from Snowflake stage files. [Agent Update]
    • Fixed an issue where the target table name could not be changed during same‑database data migrations. [Agent Update]
    • Resolved an issue where Incremental Data Migration from an API source could result in truncation. [Agent Update]
    • Fixed stale schema issues when switching source connections during data migration.
    • Corrected decimal rounding in SQL → Parquet → Snowflake migrations. [Agent Update]
  • Monitor
    • Fixed 200‑character limit in inline‑edited notes fields.
    • Fixed issues with apostrophes in list custom fields and default values. [Agent Update]
    • Fixed Excel export failures involving Status columns or filtered views. [Agent Update]
    • Fixed missing reset view button on Tasks page.
    • Fixed grouping removal when switching to inline editing.
    • Fixed Excel import issues in manual reference rules. [Agent Update]
    • Fixed incomplete cleanup when deleting rules and underlying tables/views. [Agent Update]
    • Fixed inability to ignore records set to custom lockout.
    • Removed duplicate “create communication tables” step in reconciliation rules. [Agent Update]
    • Fixed Excel export failures when special characters appear in reference fields. [Agent Update]
    • Fixed a bug where updating a Snowflake record could fail. [Agent Update]
    • Fixed issues with money and smallmoney data types in results. [Agent Update]
    • Fixed a bug where member‑level users could not open a rule by clicking the rule name in card view.
    • Fixed a UI‑only issue where users could click Edit on a rule when they should not be able to.
    • Fixed issues with custom columns that used special characters in their names. [Agent Update]
    • Fixed an issue where the actions dropdown could require scrolling to view all options.
    • Fixed an issue where importing decimal values from Excel could fail due to Excel’s floating‑point storage. Values exceeding the target column’s scale will now be rounded away from zero. [Agent Update]
    • Fixed a bug where ghost rows in Excel caused import errors; these rows are now ignored. [Agent Update]
    • Resolved an issue where column ordering was not respected in Excel exports. [Agent Update]
    • Corrected decimal rounding in SQL → Parquet → Snowflake rules. [Agent Update]
    • Fixed an issue exporting manual Reference rules when custom filters were applied to the results view. [Agent Update]
    • Fixed an issue importing rule data containing a hexadecimal data column. [Agent Update]
  • Organisation
    • Fixed incorrect secret value display when viewing API keys.
  • Portal
    • Corrected Resource Usage to show Account name instead of Project name.
    • Fixed Solution Collection Repository handling to correctly surface templates.
    • Fixed issue where attributes could be removed after a source system sync.
    • Fixed intermittent issues viewing embedded Power BI assets.
    • Editing a source system now correctly updates the associated app.
    • Fixed issue preventing Fabric pipelines from syncing.
    • Fixed display issue when configuring remote access key expiry.
    • Corrected description on the remote access page.
    • Corrected instruction text on Manage Settings page.
    • Fixed currency handling in metrics widgets.
    • Significantly improved performance of the Resource Usage activity view.
    • Fixed an issue where source system syncing could become stuck.