15 Customization and Extension
Customization and Extension Considerations
This section provides considerations for customization and extension.
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 your Inbound SFTP host directory by following the instructions below:
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Connect to the SFTP host and create a folder to where reports will be delivered. For example, name the folder "XXXXX Reports".
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Log into the BI Publisher XMPL Server as an Administrator user.
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Navigate to the Administration area and select FTP under the Delivery header.
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Click the Add Server button.
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Complete the following details in the Add Server page:
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Server Name - provide a name for the server that you want to appear when selecting a delivery method for reports.
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Host - enter the SFTP host URL provided in your cloud service introduction e-mail.
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Port - enter number 2222
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Check the following check boxes:
Use Secure FTP
Create files with Part extension when copy is in process
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Authentication Type - select the value Password
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Username - enter your SFTP username
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Password - enter your SFTP password
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Access Control - select the BI Service Administrator role
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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.