Creating and Scheduling a Publication

Publication:

To create and publish a publication, you have to follow the following steps in CMC or in BI Launch Pad:

• Create a new publication object and set up properties (source documents, destinations, recurrence, enterprise or dynamic recipients, event, scheduling server group, advanced resolution, personalization, notification).
• Schedule the new publication object.

These recipients will receive later the published and secured data within in their destination media (mail, inbox, FTP,…) after completion of scheduling of the new publication object.

Create a New Publication In CMC: Delivery Rules

• You can set delivery rules to fine-tune the processing and distribution of publications.
• When you set delivery rules for a document, the publication is delivered to recipients only if it meets certain conditions.
• For Web Intelligence documents however, you can only set recipient delivery rules.

There are two recipient delivery rules available:

• Deliver individual document when condition is met.
• Deliver all documents only when all conditions are met.

For each document of the publication, a delivery rule is always coupled with a condition. As a publisher, this is a way to fine-tune the publication process according to the recipients you want to deliver the publication to. There are four conditions you can choose from:

• Always deliver.
• Never deliver.
• If scheduled content contains data.
• If scheduled content has been fully refreshed.

If a document fails to meet the condition you have purposely selected, you can either cancel the delivery of that specific document or cancel the whole publication.

Create a New Publication In CMC: Publication Extension

A publication extension is a library of code that applies business logic to publications.

Use a publication extension to automatically customize publications after processing or delivery. You can use publication extensions to perform the following tasks:

• Merge documents of the same type (for example, merge multiple Excel spreadsheets into a single Excel workbook).
• Add password protection to or encrypt a document.
• Convert a document to a different format.
• Create custom log files for a publication job.

You add publication extensions to publications in the Central Management Console (CMC) of the BI platform. (You cannot use publication extensions when designing a publication in the BI Launch Pad.) However, before you can add a publication extension, the extension must be deployed on machines that run the Adaptive Processing Server. The location of the server varies, depending on the operating system:

• On Windows, the location is <InstallDir>\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\java\lib\.
• On Unix, the location is <InstallDir>/sap_bobj/enterprise_xi40/java/lib/.

Once an extension is deployed, you must restart the Adaptive Processing Server and any other servers that host a Publishing Service. For more information about publication extensions, see the SAP BusinessObjects Business Intelligence Platform Java SDK Developer Guide.

Create a New Publication In CMC: Advanced

Several options are available on Profile Resolution:

• Do not merge (distincts profiles from multiple parent user groups result in separate documents).
• Merge (distincts profiles from multiple parent user groups apply to the same document).

You have the choice on the Personalization area:

• If you check the Display users who have no personalization applied option, the page will show immediately any recipient who will get non-filtered and unsecured data.
• If the "All users will receive a personalized publication" is displayed, that means all recipients will receive only secured data.

You have the choice on the Report Bursting Method area:

• One database fetch for all recipients (recommended for minimizing the number of database queries).
• One database fetch per recipient (recommended when using row level security within Universes or Business Views).

For instance, if you have set two different profiles in a new publication object (one profile to filter on 2025 and another profile to filter on France country):

• The "Do not Merge" option will send two instances by recipient: the first instance will show only data from 2025 for all countries, and the second instance will show only French data for all years.
• The "Merge" option will send only one instance by recipient : this instance will show only French data for 2025.

Report bursting methods use different filter types to personalize and process documents. For example, the One database fetch for all recipients option uses a report filter and the One database fetch per recipient option uses a query filter. Each filter type supports a different set of operators. If a filter expression uses an operator that the report bursting method does not support, the publication can fail, then choose another report bursting method in this case.

• To create a publication, set up properties including source documents, destinations, recipients, schedule, and personalization in CMC or BI Launch Pad.
• You can choose between enterprise recipients (existing user accounts or groups) or dynamic recipients (from a Crystal Reports report or Web Intelligence document), but not both in a single publication.
• Secure data is sent to recipients by mapping profiles or report fields, depending on the recipient type chosen.
• Schedule the publication and set recurrence, destinations, and delivery rules to fine-tune processing and distribution.
• Optionally, you can use publication extensions to customize publications post-processing, such as merging documents or adding password protection.