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Domo Knowledge Base

Domo Publish (Legacy)

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Version 37

 

 

Intro

Domo Publish allows you to quickly and easily replicate pages and cards from the Publisher instance and share them with customers in a dedicated Subscriber instance. Control all the content by filtering to the appropriate data for each Subscriber before it is published. Manage all of your Publish jobs, content, filters and Subscribers all in one convenient, central location within the Publish app.

Here are some terms you should know before using the app:

  • Publisher - The instance that pushes the data out to the Subscribers. The Publish app always lives in the Publisher instance.

  • Subscriber - The instance that receives data from the Publisher.

  • Publisher Major Domo - The individual responsible for the Publish app in the Publisher instance. This user will be the owner of all content published to any Subscriber.

  • Subscriber Major Domo - The individual responsible for adding all necessary users and groups as well as maintaining the Subscriber instance. See Subscriber Major Domo for the requirements of this role.

  • Job - Configure the cards, DataSets, and filters that will be published as well as select which Subscribers should receive the content. You can create multiple jobs.

  • Variable - Custom filters you can set for each Subscriber to control what rows of data they are allowed to see.

Get the app

This is a paid app. You will need to contact your Customer Success Manager (CSM) to begin using Domo Publish. Be prepared to name the Domo user that will be the Publisher Major Domo of the app.

 

Selecting the Major Domos

A Major Domo exists on both the Publish and Subscriber side of the Domo Publish app. 

Publisher Major Domo

The Publisher Major Domo becomes the owner of any content published in the Subscriber instance. You can find the Publish Major Domo in the app.

 

Important: All content that is published must be shared with the Publish Major Domo to ensure the job run does not result in an error.
Subscriber Major Domo

The Subscriber Major Domo is set up while adding a new Subscriber. The Subscriber Major Domo must:

  • Already be a user in the Publish instance.

    Note: The user chosen as the Major Domo of a Subscriber instance will have an Admin level user created in the new instance.

  • Follow the reset password link when logging in to the Subscriber instance for the first time. For more information on how to do this, see Reset Your Password.

  • Add any new users to the Subscriber instance. They are the only user in the instance when it's created. 

Using Domo Publish

Subscribers

First, we recommend setting up the Subscribers, otherwise, there will be no place to publish any content to. Before you add a new Subscriber, you will want to consider who should be the Major Domo of the new instance and what variables (filters) should be applied. When you add a new Subscriber, a brand new instance will be created for them.

Add a new subscriber

To request a new Subscriber,

  1. Contact your Customer Success Manager or Account Executive. 

Existing Subscribers

Access existing Subscriber information by clicking on a Subscriber tile.

Publish - Subscriber Info.png

Pages and DataSets

See all content that is included in any current Publish Job to that Subscriber.

Publish - Pages and DataSets.png

Subscriber Logs

Manage all of the Publish activity for the Subscriber in one place. Filter on your logs by selecting Filter Funnel.png next to the column name.

Information included in the logs are,

  • Job Name

  • Status

  • Action

  • Content Type

  • Instance name from where the content came

  • Subscriber instance name

  • Elapsed time of job run

  • Last Updated

  • Job details including content IDs.

Variables

Variables are custom filters you can set for each Subscriber. This allows for complete control over which rows of data are published and viewable. 

Note: Variables are instance level filters, and not user level filters. 

Add Variables while setting up a new Subscriber or by,

  1. Selecting an existing Subscriber.

  2. Click the Variables tab. 

  3. Click + Add a variable.

  4. Give the variable a name.

  5. Enter the values in your data to filter on for that Subscriber.

  6. Add as many variables as needed by selecting + another variable. 

  7. Click Publish - Save Changes.png.

Example

You have a Subscriber that only needs to see data for the Northwest and West sales regions. You name the variable Sales Region and enter Northwest and West as the values.

Important: Values entered are case-sensitive. Be sure any values entered exactly match the values in your data.

Publish - Variables.png

Subscriber Info

Subscriber info is where you can view and edit the Subscriber name.

To edit the name,

  1. Type the new name in the Subscriber Name field.

  2. Click  .

Jobs

Manage and edit existing and create new jobs under the Jobs tab. 

Publish - Jobs.png

Configure a New Job

When creating a new job, the content, subscriber, filters, and run frequency need to be configured. 

  1. Select the Jobs tab and click New Job.

    Publish - New Job.png

  2.  Enter the job name.

  3. Select Publish - Start.png.

Content

When selecting content to publish, you can choose to publish pages and cards or DataSets. This is useful if you plan on having separate jobs for the DataSets and the content.

Tip: When publishing cards, the DataSets powering that content are automatically included in the job.
Pages & Cards 

  1. Select the pages and/or cards to be included in the job by checking the boxes within the hierarchy or search for a specific page in the Search Pages box.
     

    Note: When you are selecting cards, it will auto-select any collection or page associated with that hierarchy.

    • Content is published exactly how it is in the Publisher's instance. If 2 cards are selected that exist on 2 separate pages, then 2 different pages will be copied to the Subscriber.

    • Selecting a page will automatically select all content contained on that page.

    • You can select all pages by checking the Page Name box.

     

     

     

  2. (Optional) Select View Card to be taken directly to that card in a new window.

  3. If you don't have additional DataSets to publish, click Next. 

DataSets

  1. Choose the DataSet to be included in the job by selecting from the list or search for a specific one in the Search DataSets box.

    Note: DataSets will be updated to the time zone set in the Subscriber instance.

  2. Click Next. 

Subscribers

  1. Select the subscriber(s) who should receive the selected content by checking the box.

    Publish - New Job Subscriber.png

  2. Click Next. 

Filters

Choose which variables to include in this job to ensure only the right data is being passed down to the Subscriber.

To publish content with filters,

  1. Click + Add A Filter.

  2. Select the column you want to filter on. All columns will be available from any DataSets that are being published. 

    Publish - New Job Variable.png
     

  3. Select the variable the column should be equal to.
    In the example above, the Sales Region variable includes the values 'Northwest' and 'West'. With this logic, only data where `Region` is equal to 'Northwest' and 'West' will be published in this job.

    Tip: If you haven't set up any variables yet, you will be unable to click on the variable drop-down. For more information on how to set up filters, see Variables. 

  4. (Optional) Exclude columns from the published DataSet by clicking + Exclude a Column and selecting which column(s) you want to exclude.

  5. (Optional) See a preview of what the DataSet will look like in the Subscriber's instance by clicking on the Data preview arrows. Then, select which Subscriber you want to see and which DataSet.

    Publish - Data Preview.png

  6. Click Next.
     

To publish content with no filters,

  1. Click Next.

  2. Type CONFIRM in the text box.

  3. Click Confirm. 

Run Frequency

Choose how often you would like the job to run.

  • Run after each DataSet update.

  • Run manually.

  • Run job on a set schedule

Review and Finish

Review all the DataSets, pages, cards, and collections you are choosing to publish. When you are ready to run the job, click Finish.

Logs

Manage and view all of the sync history for every job. The same columns are included here as the Subscriber Log. 

Edit a Job

To edit an existing job, hover your mouse over a job and click Edit. 

In the edit view of a job, you can:

  • View, edit, or delete pages, cards, and DataSets published by the job.
     
    Note: Deleting content from a job will not remove the content from the Subscriber instance. When content is deleted from a job, the content will no longer be updated on the Subscriber side.

  • View and delete the assigned Subscribers or add new Subscribers to the job. 

  • Edit, delete, or add filters.

  • Change the run frequency.

  • Edit the job name.

Run a Job Manually

To run a job manually, hover your mouse over a job and click Run Now. 

Publish - Run Now.png

Troubleshooting/FAQs

If a Job did not run successfully, check:

  • The logs for that job. Those rows will be red and may include details as to why it was not successful.

    Publish - Log Error.png

  • The content being published is shared with the Publish Major Domo.

  • If you are the Subscriber Major Domo, and it's your first time logging in, be sure to use the reset password link. 

Can you publish all card types?

Not at this time. Currently, the following card types are not supported:

  • Domo Apps, Document cards, Poll cards, Notebook cards, and Sumo tables.

  • DataScience cards: Bubble, XY Line, Scatter, Predictive, Forecasting, Outliers, Vertical & Horizontal Box Plot.

Does Publish invite end-users in the new Subscriber instance?

No. User management is controlled by the Subscriber Major Domo. 

Can I copy DataFlows?

Publish supports the copy of DataSets which does include the output of DataFlows but not the DataFlow logic.