Create Agents to Deliver Content

You can create agents that deliver analyses, dashboard pages, and briefing books to specific recipients and subscribers. These agents can deliver content on-demand or on a regular schedule.

Oracle Analytics can run up to 20 agents simultaneously. To avoid exceeding this limit, don't schedule too many agents to run at the same time or try to update agents while many agents are running.
  1. On the Classic Home page, click Create and select Agent.
  2. Optional: Set some general options for the agent.
    1. Set a priority level for the agent.
      Consider the importance of the content you want to deliver.
    2. Define how you want to generate the content, that is, which user do you want to run report queries as.
  3. Set up a delivery schedule.
    1. Click the Schedule tab.
    2. Select whether you want the agent to run on a schedule, how often it runs, when to start, and when to stop.

      When you select the date and time, for time zones where daylight savings applies, the time zone reflects the daylight savings time. For example, if, during the summer months, you select (GMT) Greenwich Mean Time: Dublin, Edinburgh, Lisbon, London, this means BST (British Summer Time).

      The minimum frequency for daily run by delivery agent is 15 minutes.

  4. Optional: Click the Condition tab, and select Use a condition if you want the agent to only run under certain conditions.
    • Click Create to define the condition.
    • Click Browse to select an existing condition from the catalog.
    Keep the default (Do not use a condition), if you want the agent to always deliver its content.
  5. Select the content you want to deliver, such as a dashboard page or an analysis.
    1. Click the Delivery Content tab.
    2. Enter a name in the Subject field.
    3. Select the content that you want to deliver.
    4. Select the format that you want to deliver the content in.
    5. Select the option for how you want to deliver the content when the agent runs.
      • Deliver results directly - Delivers the results in an email.

        This option displays if you have the Deliver Content in Email privilege. This privilege is assigned to everyone by default (Authenticated User).

      • Deliver as attachment - Delivers the results as an email attachment.

        This option displays if you have the Deliver Content in Email privilege. This privilege is assigned to everyone by default (Authenticated User).

      • Deliver link to results - Delivers a link that you click to sign into Oracle Analytics where you can view the results.

        This option displays when an administrator grants you the Deliver Content Link in Email privilege. This privilege is denied to everyone by default (Denied: Authenticated User).

      Recipients of an agent must have the same privileges as the delivery agent. For example, if the recipient of an agent delivering a link doesn't have the Deliver Content Link in Email privilege, the recipient is shown as invalid.

  6. Specify who you want the content to be delivered to and who else is allowed to subscribe to this agent.
    1. Click the Recipients tab.
    2. Click Add Recipient to add users individually or add users by their application role.
    3. Click Add Email Recipient to enter the email address of one or more recipients.
    4. Click Get Recipients from the Analysis Used in the Agent Condition, and select analysis columns from a condition used by this agent. If the Condition tab doesn't contain a condition, then you can't select this option. At runtime this adds recipients whose email addresses are configured for the selected columns used in the condition.

      If you select this option the agent must be saved under Shared Folders.

    5. Click Only Return Rows Relevant to the User Running the Agent to only return data available to the user.
    6. To allow other people to subscribe to this agent, select Publish Agent for Subscription and then define who can subscribe, by selecting their user name or an application role.

      This option is only available for agents or reports saved in Shared Folders.

  7. Specify how you want content to be delivered to the recipients. You can send deliveries to Oracle Analytics, by email, and to devices such as mobile phones and pagers.
    1. Click the Destinations tab.
    2. Click Home Page and Dashboard to deliver content. Users receive alerts in Oracle Analytics whenever deliveries are sent to them.
    3. Click Devices to deliver the content in other ways.
      • To let users decide how they receive deliveries, select Active Delivery Profile.
      • To restrict the types of devices that deliveries can be sent to, select Specific Devices and select only the device types you want.
      Users set up their deliveries profile through Delivery Options preferences (My Account).
  8. Save the agent.

    If you want other people to subscribe to the agent, you must save it in a subfolder under /Shared Folders so they can find it. For example, /Shared Folders/MySharedAgents/Sales/MonthlySalesTarget_Agent.

    After saving the agent, you can run the agent by clicking the Run Agent Now button. This is helpful, for example, if you want to test the agent.

The Actions tab is reserved for future use.