Symptom

How to Distribute a Publication to dynamic recipients (Email Destination) using a dynamic recipient source document.

Environment

  • SAP BusinessObjects Enterprise XI 3.X
  • SAP BusinessObjects Business Intelligence Platform 4.X

Cause

  • Dynamic recipients are publication recipients who exist outside of the BusinessObjects Enterprise system.
  • Dynamic recipients already have user information in an external data source, such as a Database, LDAP or Active directory, but do not have user accounts in BusinessObjects Enterprise.
  • Need to decrease administrative costs: avoiding the creation of BusinessObjects Enterprise user accounts for dynamic recipients before distributing publications to them.

Resolution

  1. Create a Crystal report or Web Intelligence report
  2. Name the report as source_report
  3. Create a Crystal or Web Intelligence report based on an Excel file containing Names and Email addresses
  4. Save the report and name it as Dyn_Recipient 
  5. Export it to repository 
  6. Launch Infoview/BI Launchpad
  7. Navigate to folders
  8. In the menu, click New > Publication 
  9. Enter a title for the Publication in General Properties 
  10. Click on Source Documents > Add 
  11. Navigate to select the Source document: source_report and click OK
  12. In Dynamic Recipients, scroll down to select the type of source document for the dynamic recipients i.e Web IntelligenceCrystal
  13. Navigate to select Dyn_Recipient and click OK
  14. In Select the datasource name for the document, scroll-down and select the datasource
  15. In Map fields from the source document to those used to send the Publication, specify the field to be used in the Recipient Identifier (Required) drop-down list 
  16. Specify the Full Name and Email in those drop-down lists, that is optional
  17. Tick the option Use entire list under Specify the recipients for the publication or uncheck and specify the recipients for the publication
  18. Click on Format and select the Output Format i.e Excel or PDF
  19. Click on Destinations > select Email as Destinations 
  20. Check the other scheduling parameters > click Save & Close 
  21. Navigate to the Publication > do a right click and select Schedule 
  22. Check the scheduling parameters and click the Schedule button

Keywords

Publication, Dynamic Recipients, Schedule