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:
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.
Click the Settings cog icon at the top right hand corner.
Select Source Systems.
Click New Source.
Select SQL Server Reporting Services.
Enter a name for the source system.
Select a user or group to register the assets as.
Enter the web service URL.
Enter the portal URL.
Select the version of the SQL Server.
Enter the username for the service account.
Enter the password for the service account.
Enter the domain.
Select the authentication type:
Select a protocol type:
This option will only appear if https is selected.
Select whether a private certificate is used.
If you selected Yes to having a private certificate, you will need to provide the certificate thumbprint here.
If enabled, the source system will be synced every 10 minutes to retrieve new and updated items from the server.
Select whether or not you want to enable the source system.
Disabling a source system will not remove your assets. New and updated items will not be synced until the source system is enabled again.
Click the Settings cog icon at the top right hand corner.
Select Source Systems.
Click New Source.
Select Power BI Server.
Enter a name for the source system.
Select a user or group to register the assets as.
Enter the web service URL.
Enter the portal URL.
Select whether Office Online Service Integration is used.
Enter the username for the service account.
Enter the password for the service account.
Enter the domain.
Select the authentication type:
Select a protocol type:
This option will only appear if https is selected.
Select whether a private certificate is used.
If you selected Yes to having a private certificate, you will need to provide the certificate thumbprint here.
If enabled, the source system will be synced every 10 minutes to retrieve new and updated items from the server.
Select whether or not you want to enable the source system.
Disabling a source system will not remove your assets. New and updated items will not be synced until the source system is enabled again.
You can access all synced assets and data sources under the Settings Cog Icon in Publish.
All registered assets can be edited in Loome Publish.
The following metadata can be modified:
Details:
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.
Metadata:
Connection:
Unlike manually created assets, you will not be able to edit the connection details of a report asset imported via a source system.
Embedding:
You can choose to enable or disable the embedding feature of the asset.
Select Yes or No.
All registered data sources can be edited in Loome Publish.
The following metadata can be modified:
Details:
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.
Metadata:
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.
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’.
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.