If you selected multiple destinations, repeat steps 5 to 10 for each destination to select and configure the destination.

12. ClickOK.

10.1.10.1 Publication delivery destinations

Destinations are the locations to which publications are delivered. A destination can be the BI platform location in which a publication in stored, a BI Inbox, an email address, an FTP server, or a directory in the file system. You can specify multiple destinations for a publication.

If you publish multiple Crystal reports, you can merge them, on a per-destination basis, into a single PDF file.

If you publish a publication as a compressed (.zip) file, you can compress or extract instances on a per-destination basis. For example, you can compress instances for email recipients and extract instances for BI Inboxes.

10.1.11 To select a recurrence pattern

The recurrence pattern determines how often a publication runs. 1. Right-click a publication and selectSchedule.

2. In the "Schedule" dialog box, clickRecurrence. 3. In theRun objectlist, select a recurrence pattern. 4.

5.

6. ClickSchedule.

The publication runs at the scheduled times.

10.1.11.1 Recurrence patterns

Description Option

Runs the object one time, starting immediately Now

Runs the object once, at the specified start time. If you schedule an object with events, the object will run once, if the event is triggered between the start and end times.

Select when to start and to stop running the object

in theStart Date/TimeandEnd Date/Timelists,

and enter the date of the start and the stop times. Once

Creates an instance every hour, at the specified time. The first instance will be created at the specified start time, and instances will be created hourly at that time, until the object stops running at the specified end time.

Select the frequency at which to run the object in theHour(N)andMinute(X)lists, select when to start and to stop running the object in theStart Date/TimeandEnd Date/Timelists, and enter the date of the start and the stop times. Hourly

Description Option

Runs the object once daily, at the specified start time. The first instance will be created at the specified start time, and instances will be created daily at that time, until the object stops running at the specified end time.

Enter the interval at which to run the object in the Days(N)box, select when to start and to stop running the object in theStart Date/Timeand End Date/Timelists, and enter the date of the start and the stop times.

Daily

Runs the object each week on the selected days, at the specified start time. The first instance will be created at the specified start time, and in- stances will be created each week on those days at that time, until the object stops running at the specified end time.

Select a check box for each day that you want to run the object, select when to start and to stop running the object in theStart Date/Timeand End Date/Timelists, and enter the date of the start and the stop times.

Weekly

Runs the object on the specified date, at the specified start time, and at the specified monthly intervals. The first instance will be created at the specified start time, and instances will be created in monthly intervals at that time, until the object stops running at the specified end time.

Select the interval at which to run the object in theMonth(N)box, select when to start and to stop running the object in theStart Date/Time andEnd Date/Timelists, and enter the date of the start and the stop times.

Description Option

Creates an instance each month on the specified day, at the specified start time. The first instance will be created at the specified start time, and in- stances will be created on the specified day of each month at that time, until the object stops running at the specified end time.

Enter the time to start and to stop running the object and the day of the month on which to run the object.

Nth Day of Month

Creates an instance on the first Monday of each month, at the specified start time.

Enter the time to start and to stop running the object.

1st Monday of Month

Creates an instance on the last day of each month, at the specified start time.

Enter the time to start and to stop running the object.

Last Day of Month

Creates an instance each month on the specified day and week, at the specified start time. Enter the time to start and to stop running the object, the day of the week, and the week in the month to run the object.

X Day of Nth Week of the Month

Creates an instance on each calendar date you specify, at the specified start time.

Enter the time to start and to stop running the object, and select the calendar dates when you want to run the object.

Calendar

10.1.12 To select personalized placeholders for publication source documents

Before you can use personalized placeholders in publication instance names, you must have used personalization to filter data in source documents.

Tip:

You can combine text and placeholders—and use multiple placeholders—in a publication name. 1. Double-click a publication to open it.

The "Properties" dialog box appears. 2. ClickDestinationsin the navigation list.

3. UnderShow options for selected destinations, selectUse Specific Nameand choose a

placeholder for the publication name from theAdd placeholderlist.

The placeholders you select appear in theSpecific Namebox for the document title.

4. To add individual documents:

a. UnderTarget Name, selectSpecific Name per Document.

b. For each document title, select a placeholder from theAdd placeholderlist.

The placeholders you select appear in theSpecific Namebox for each document title.

5. ClickOK.

After personalization is set up for a publication, personalized placeholders appear in theAdd placeholder list in the "Destinations" dialog box.

10.1.13 To embed content from a dynamic source document in an email

You can embed content from dynamic content documents in the body of an email. For Crystal reports, you can embed content from a report. For Web Intelligence documents, you can embed an entire document or a single report tab.

1. Right-click a publication and selectProperties. The "Properties" dialog box appears.