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Onboarding Guide - Looker
Onboarding Guide - Looker
Reco Product Management avatar
Written by Reco Product Management
Updated over 7 months ago

Step 1 - Create a permission set and role​

  1. In Looker, go to Admin > Roles. Click "New Permission Set".

  2. Name the Permission Set "Reco User" and check the boxes for the following permissions:

    • access_data - Basic permission to looker data.

    • see_users - Users data

      • manage_groups

        • manage_roles - Allows us to get permission sets.

  3. Create the permission set.

We'll also create a role for our Reco user so we can easily assign the necessary permissions.

  1. Click "New Role".

  2. Name the role "Reco User" as well.

  3. Select the "Reco User" permission set and choose all models sets.

  4. Create the role.

We'll assign this role to our dedicated user in the next step.

Step 2 - Create a dedicated Reco Looker user​

  1. In Looker, go to Admin > Users.

  2. Click Add Users. Provide any email you want.

  3. Under Roles, check "Reco User".

  4. Click Done.

Step 3 - Create an API key for the user​

  1. Find the user you just created and click Edit

  2. You can give this user a name like Reco Integration.

  3. Under API3 Keys, click Edit Keys.

  4. Generate a new API key by clicking New API Key.

  5. Copy down the client ID and client secret.

Step 4 - Put the data in Reco’s integration page​

  1. Instance Name - It’s the API server unique name, getting only the unique part of the instance - https://<instance_name>.cloud.looker.com, e.g. https://my.server.cloud.looker.com enter my.server.

  2. Client ID & Secret you’ve collected in step 3.

  3. Port - Choose the option according to where your’e looker is hosted and was created.

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