Creating a publication for dynamic recipients

Dynamic recipients are non-Enterprise users, either outside of your network or not configured with users, groups, profiles, security, and so on.

The source file and dynamic-recipient file must be created.
  1. On the Documents tab in the BI launch pad, expand the Folders drawer, and locate the folder to create a publication in.
  2. Right-click the folder and select Start of the navigation pathNew Next navigation step PublicationEnd of the navigation path.
  3. In the New Publication dialog box, enter the title of the publication in the Title box.
  4. Click Source Documents in the navigation list, and click the Add button.
  5. In the Select Source Documents dialog box, select the source file(s) for the publication, and click OK.
  6. Click Dynamic Recipients in the navigation list.
  7. In the Choose the Source for Dynamic Recipients list, select Web Intelligence Report Dynamic Recipient Provider or Crystal Reports Dynamic Recipient Provider.
  8. Under Choose the Source for Dynamic Recipients, click Browse, and locate and select the recipient file.
  9. Map fields from the recipient file (that is, the source document) to the publication:
    1. In the Recipient Identifier (required) list, select a field from the recipient file to map to the publication.
    2. In the Full name list, select a field from the recipient file to map to the recipient.
    3. In the Email list, select Email ID to map email addresses from the recipient file to the publication.
      You can select the User entire list check box to send the publication to all recipients defined in the dynamic-recipient file.
  10. Click Personalization in the navigation list, and configure personalization for recipients:
    1. Under Parameters, select a report field to personalize.
    2. In the Dynamic Recipient Mapping column, select a field in the recipient file to map to the report field you selected.
    3. Repeat steps 10a and 10b for each field that should be sent to specific recipients.
  11. Click Formats in the navigation list, and select a delivery format for the publication.
  12. Click Destinations in the navigation list, and select a destination:
    1. Under Select Destinations, select the Email check box.
    2. (Optional) Select the Package as ZIP File check box.
    3. Select the Deliver objects to each user check box.
    4. In the From box, enter the sender’s email address or select a placeholder in the list.
    5. In the To box, select %SI_EMAIL_ADDRESS% in the list.
    6. In the Subject box, enter the subject or select a placeholder.
    7. (Optional) In the Message box, enter a message to recipients about the publication or select a placeholder.
  13. Click Save & Close.
Schedule the publication to run.