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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