Create Publication to Schedule Webi Report to Dynamic Recipients

[former_member195290]

Hi,

This document provides details on how to setup Dynamic Recipients in webi and Scheduling webi reports for these recipients using Publication.

Versions of Software Used-

SAP Business Objects BI Platform 4 (Version- 14.0.6.1036)

Prerequisites -

• SMTP server configured in CMC (AdaptiveJobServer) <For Details check -http://scn.sap.com/docs/DOC-50740>
• Scheduling rights to the user to schedule the webi reports.

Steps-

Login to BI Launchpad

Create a webi report with Name and Email Ids to which you want to send the scheduled Webi Reports.

Once Done, go to the folder where you want to create the Publication.

From New Menu select Publication.

A new window will come, enter a Title for the Publication .You can provide a Description and Keywords for your Publication.

Now, click Source Document.This will be the document/s which you want to get scheduled in the Publication.

Click Add.

Navigate to your webi report and select it and Press OK.

As you will select the Source Document a list of options will appear on the LHS.

Click Dynamic Recipients and from the drop down available select Web Intelligence report Dynamic Recipient Provider.

Now, navigate to the webi report you created with Name and Email Ids and Press Ok.

Now, a drop down will come .Select the Query used in your webi report(Name and Email Ids one)

Three drop down will come which ask your input for Recipient Identifier and Full Name and Email.Select from the drop down available.

Identifier- Name/Email

Full Name- Name

Email- Email

There will be a check box *Use Entire List , check that if you want to send the scheduled webi reports to all the Email Ids.

Now, click Format and select the format you want the webi report to scheduled.

Go to Destination, select the Email Check box,

A list of rows will come , you will be able to see a placeholder in To : - %SI_EMAIL_ADDRESS% , this consists of all the Email Ids you have created in Webi.

You can also enter other details like Subject,Message,Attachment Name etc using Add Place Holder.

Enter the details as per your needs and Press Save & Close.

Now, your Publication has been created,right click on it and Press Schedule.

From, Recurrence - select the time period for which you want to schedule eg. Now,Daily,Weekly etc.

Go to Prompt- If there are any prompts in your report you can provide the Prompts entries by clicking Modify.

Leave all the other options as it is.

Press Schedule.

Now, your Publication has been scheduled with Dynamic Recipients you have configured in Webi report.

As the Scheduling get Success , the scheduled report in format selected by you will be sent to the Email Ids as per the Dynamic Recipients Source.

Regards,

Javed