Notifying External Recipients on Extract Mode Refresh Failures in Bold BI

Introduction

In the field of business intelligence, it is essential to keep dashboard data up-to-date for informed decision-making. Bold BI’s data source refresh feature is vital for maintaining this data freshness. However, refresh operations may face issues, leading to failures that need immediate attention. This article guides you on how to set up notifications for data source refresh failures in Bold BI, particularly for external recipients.

Understanding Data Source Refresh in Bold BI

Bold BI uses extract mode data sources to improve dashboard performance. This method involves collecting data from various sources like databases and Web APIs, and storing it in a dedicated data store. This approach reduces query times and enhances dashboard responsiveness.

Scheduled refreshes are set up to update the data regularly. However, these refreshes may fail due to connectivity issues or changes in the data source structure. In case of a refresh failure, it is crucial to notify team members other than the data source owner through external recipient notification support, allowing them to take necessary corrective actions.

Enabling Notifications for Refresh Failures

To ensure the integrity of your data, Bold BI offers a feature to send email alerts to external recipients when a refresh fails. Follow these steps to enable this feature:

1. Navigate to the Data Sources Listing Page

• Open Bold BI and access the data sources listing page.

2. Select the Extract Mode Data Source

• Locate and select the extract mode data source for which you have scheduled refreshes.

3. Access Refresh Settings

• Click on the “Actions” button associated with the selected data source.
• Choose the “Refresh Settings” option from the dropdown menu.

4. Enable Failure Notifications

• In the refresh settings dialog, enable the “Send failure notification to other application and external users” option.

  

5. Add External Recipients

   To notify external recipients in addition to the data source owner, follow these steps:

   • Look for an option to add additional email addresses for notifications.
     

     

   • Enter the email addresses of the external recipients you wish to notify.
     

     
     
     
     

   • Update the settings.

6. Editing External Recipients
   

   

   You can also edit the external users by clicking on the Notification to: link and update the settings as you wish.

7. Disabling Notifications

If you wish to disable notifications in the future, simply uncheck the “Send failure notification to other application and external user’s” option and remove any external email addresses.

By enabling this feature, external recipients will get an email alert with the error message and a link to the data source refresh history, allowing for quick identification and resolution of the issue.

Conclusion

Configuring data source refresh failure notifications is a proactive step to ensure the reliability of your dashboards in Bold BI. By following the steps elaborated above, you can set up these notifications to be sent to external recipients, thereby maintaining the accuracy and timeliness of your data.