Users can elect to subscribe to a publication (like a Discover report or Present dashboard). In effect, it creates a single, repetitive print of the publication template for a given data selection (if there are slicers), in the document format they choose, for the requesting user who creates the subscription.
- Users can also subscribe to all content from the content manager tools. Click here for more.
- Click here to learn how Viewers can subscribe to publications.
Subscribing to a Publication
To trigger the subscription process, users can click the subscription button from inside Publish (green circle below).
The user will be presented with the standard subscription dialog (as described in further detail here).
Like all subscriptions, the user can :
- Set the details of the subscription
- Pick from a basic or advanced schedule when to run the subscription
- Choose basic distribution options (Note that these are for the requesting user only. Use proper Publish distribution and scheduling to send content to other users).
- Select the document output format
Unlike normal subscriptions though, the user needs to supply the slices of data to be used for the template on the last "Slicers" tab (green arrow below) - if the template has slicers configured.
Note: when subscribing to content and distributing it to other users, the subscription runs as the initiating user. The recipient to whom the subscription is distributed receives the same data as the initiating user. This means the recipient may see unsecured data.
If you want to distribute data dynamically, sending different data from the same report to different users, this is done by configuring dynamic distribution of publications. In this case, the recipient will only see data for which they have permissions.
Accessing Subscribed Content
Bulletin Board
When subscriptions are distributed via the Bulletin Board, recipients can access them from their own Subscriptions Feed where they can download the content.
When subscriptions are distributed via email, recipients will receive the templated email. According to how the email template was configured they may receive the content as an attachment, and/ or a link to the content in Pyramid.
Phone
Recipients of subscriptions distributed via SMS will receive a templated message configured by the user who created the subscription.
Channel
Recipients of subscriptions distributed via a channel Webhook will receive a templated message in the given channel.
- Click here to learn how to configure subscriptions.
Managing Subscriptions
Subscriptions can be edited or deleted from the Content Manager. Admins can also edit, remove, and rerun subscriptions from the Admin console.
- Click here to learn how to manage Subscriptions from the Content Manager.
- Click here to learn how to manage Subscriptions from the Admin console.
Data Source Authentication
If the data source used in the discovery or presentation is based on Windows Authentication, then a separate panel will be presented to the user. The user may need to supply a set of credentials to successfully submit the scheduled task.
This often occurs when the authentication method for the data source is set to "End-user" Windows Authentication. Under this model, the user running the queries is used to connect (via Kerberos token) to the data source. However, when running a batch task (offline), the user's token is not available - as such a set of their credentials is required for connectivity by the Pyramid engine.
This may not be required if the website authentication is via Basic or Forms.
Schedules can also be configured for SAP BW sources if SAP Logon Tickets is selected as the authentication method in the Admin console. In this case, you'll be prompted to enter the relevant credentials.
Note:SAP Logon Tickets are available with an Enterprise license only.