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Wednesday, December 26, 2012

BO Publications

Agenda

What is BO Publication?
Examples
Walk Thru
Test Mode
Scheduling a Publication
Things to be aware of
Q & A

What is a publication?


A publication is a collection of documents intended for distribution to a mass audience. Before the documents are distributed, the publisher defines the publication using a collection of metadata. This metadata includes the publication source, its recipients, and the personalization applied.
Publications can help you send information through your organization more efficiently:
They allow you to easily distribute information to individuals or groups of users and personalize the information each user or group receives.
They provide delivery of targeted business information to groups or individuals through a password-protected portal, across an intranet, an extranet, or the Internet.
They minimize database access by eliminating the need for users to send process requests themselves.
You can create different types of publications based on Web Intelligence documents.


Agent Scorecard Example



Source Documents


Refresh At Runtime – Use this option to ensure that the publication will always refresh the report when it runs.


Dynamic Recipients

 Dynamic Recipients allow you to select the distribution list for your publication.  The Recipient Identifier can be used to Personalize the publication.
Personalization

Personalization options allow you to filter the publication based on the information in the dynamic recipients list

Format


The format options allow you to select the format you want the publication to be delivered in.  Available options are Web Intelligence, Microsoft Excel, PDF, or mHtml.

Destinations

The destination options allow you select the delivery location and associated options.

Test Publication Feature

Test mode allows you to send a publication to yourself as the publisher in order to validate a publication before sending to its genuine recipients. You will receive the same information as if it was sent to the recipient. You can change the recipients to be a smaller group of users, and the destinations are automatically updated to make you the recipient of a publication viewed within the system, or your email address is used as opposed to the recipients email address. You must modify other destinations manually.


Steps:
1.Right click on Publication and choose Test Mode
2.Select either Enterprise Recipients, or Dynamic Recipients
3.Enter your email address in the To field
4.Uncheck Use entire list if you want to select which users to use in your test
5.Click Test



















Scheduling a Publication

Once you have created a publication you need to schedule it to run.

Steps to schedule a publication:
1.Right click on the Publication
2.Select Schedule
3.Set the Recurrence options
4.Set the prompts (if applicable)
5.Click Schedule

Things to be Aware of

Dynamic Recipients
Embedded vs Non-Embedded
Schedule outside of publication

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