Define Delivery Options

As part of the Define Extracts process, you need to define delivery options.

Here are the steps:
  1. Navigate to the Extract Execution Tree to validate the extract definition setup.
  2. Select Export XML Schema to download the XML Schema Definition (.XSD) file for this extract setup. This exported file contains the structure of the extract definition: the data groups, records, and attributes.
  3. Select Extract Delivery Options in the Hierarchy to define the formatting and layout options for the extract definition.
  4. Complete the fields for the delivery options, as shown in this table:
Field Value Value
Start Date 1/1/00 1/1/00
End Date 12/31/12 12/31/12
BI Publisher Template ReportLayout EFTLayout
Output Type PDF EFT
Delivery Type Email FTP
Delivery Option Name Email to HR FTP to 3rd Party
Output Name HeadcountReport EFTReport
  1. Define further information for each delivery option in the Additional Details region. For example, add the server, user name and password for the FTP delivery type.
  2. Enter FAST Bank Extract as the reporting category and click Submit.