15 Customization and Extension

Customization and Extension Considerations

This section provides considerations for customization and extension.

Code Customization

No customization to the core application code is permitted.

No write access to the database or data model is permitted.

Configuring Report Delivery to SFTP

BI Publisher supports the delivery of a generated report to an SFTP directory. This is particularly used for larger outputs that aren't easily delivered via e-mail. This can be configured to deliver reports to the your Inbound SFTP host directory by following the instructions below:

1. Connect to the SFTP host and create a folder to where reports will be delivered. For example, name the folder "XXXXX Reports".

2. Log into the BI Publisher XMPL Server as an Administrator user.

3. Navigate to the Administration area and select FTP under the Delivery header.

4. Click the Add Server button.

5. Complete the following details in the Add Server page:

   1. Server Name - provide a name for the server that you want to appear when selecting a delivery method for reports.

   2. Host - enter the SFTP host URL provided in your cloud service introduction e-mail.

   3. Port - enter number 2222

   4. Check the following check boxes:

      Use Secure FTP

      Create files with Part extension when copy is in process

   5. Authentication Type - select the value Password

   6. Username - enter your SFTP username

   7. Password - enter your SFTP password

   8. Access Control - select the BI Service Administrator role

6. Click Test Connection. You will receive a confirmation if the connection is successful. If you do not receive a positive confirmation, review the entries from the previous step.