Creating an Agent

Before you start

You must have one of the following user type permissions:

• BI Author Developer

• BI Tenant Administrator

Home > OAS Agent Management

Here's what to do

1. Click Create Agent..
2. General: specify the priority of the content that the agent is to deliver and how to generate the delivery content (that is, what user to run the query as).
3. Schedule: specify whether the agent is to be run based on a schedule, how often it runs, and when its running is to start and end.
4. Condition: specify whether the agent always delivers its content and executes its actions, or conditionally delivers its content and executes its actions.
5. Delivery Content: specify the content to deliver with the agent, such as a dashboard page or a saved analysis.
6. Recipients: specify who is to receive the delivery content of the agent and who is allowed to subscribe to the agent.
7. Destinations: specify where the content is to be delivered.
8. Save the agent.
   After you have saved the agent, you can run the agent by clicking the Run toolbar button. This is helpful, for example, to test the agent.