BI Answers : Email Distribution

STEP 1 :

Enter User Name & Password > Login.

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STEP 2 :

Business Intelligence > coreapplication > Lock and Edit Configuration > Deployment > Mail.

 

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STEP 3 :

Enter required details under Mail :

SMTP server, Port, Display name of sender, Email address of sender, Username, Password and Confirm password > Apply > Activate Changes.

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STEP 4 :

Changes Activated message will appear > Close.

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STEP 5 :

Restart to apply recent changes.

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STEP 6 :

Restart

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STEP 7 :

Click Yes on the Restart confirmation pop-up window.

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STEP 8 :

Restart All confirmation message should appear > Close.

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STEP 9 :

Log on to Analytics > Enter User ID and Password > Sign In.

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STEP 10 :

Click on More of the report to be sent > Schedule.

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STEP 11 :

General : Run As > Specified user (enter user name).

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STEP 12 :

Delivery Content : Subject (enter subject name)

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Content > Browse.. > Choose the desired report > OK.

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The selected report link should appear as shown in the below screen shot.

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STEP 13 :

Recipients > Click on Add Email Icon.

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STEP 14  :

Enter the desired email address’s to whom report has to be sent > OK.

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STEP 15 :

Added email address’s should appear as shown in the below screen shot > SAVE.

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STEP 15 :

Enter a name for the agent > OK.

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STEP 16 :

Destinations :

User Destinations > Specific Devices (will override a user’s Active Delivery Profile ) > SAVE.

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STEP 17 :

To Run the Agent there are 2 methods :

Method 1 : Click on the Run Agent Icon.

run1

Method 2 : Catalog > Click Run on the saved Agent.

run_2

 

STEP 18 :

Agent Successful message box should appear > OK.

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The reports should appear in the recipients mail boxes.

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