Enabling broadcasting

Before a report writer can broadcast reports to Smart Reporting users, as an administrator, you must first enable broadcasting. Additionally, to enable broadcast that save reports to disk, an administrator must specify the location to save the broadcasted reports.

Task 1: To enable broadcasts on a data source connection

1. Log in to Remedy Smart Reporting as an administrator.
2. From the left side panel, select Administration > Admin Console.
3. Open the Data Sources panel.
4. Click the connection that is used for creating the report.
5. On the Connection page, open the Usage Parameters panel.
6. Enable the Broadcast and Subscribe options.
7. Click Save.

Task 2: To configure the SMTP settings

For more information, see Configuration in the Yellowfin documentation.

Task 3: To broadcasting for specific user roles

To enable the Broadcasting Role Permissions for User Roles that require it, see Managing-user-accounts-roles-and-permissions. After you grant permissions, report writers can broadcast reports to Smart Reporting users.

Task 4: To enable broadcasts to save reports to a shared location

To broadcast reports to save directly to a disk at a shared location, a super administrator must enable the Save To Disk Schedule broadcast option in Remedy Smart Reporting for a user role by performing the following steps:

1. Log in to Remedy Smart Reporting as a super admin (siadmin) user and select the default organization.
2. In the left navigation pane, select Administration > Admin Console.
3. On the Admin Console, under Roles, right click the role for which you want to enable this option and click Edit.
   
   
   
4. In the Report Builder section, select Save To Disk Broadcast and click Save.
   
   
   
   The users with this role can now see the Save To Disk Schedule broadcast option in the reports.

Task 5: To specify the location for saving reports

After a super administrator enables the Save To Disk Schedule option for a role, an administrator must specify the location to save the broadcasted reports. You can specify a location on the reporting server, a local drive, or a shared Windows folder. In a multi-tenant environment, the tenant administrator can provide the location for that particular organization. In this case, the location specified in the default organization gets overwritten by the location specified in the client organization.

If an administrator does not specify the path of the location, the reports get saved by default in the temp folder of the tomcat directory, for example, C:\Program Files\Apache Software Foundation\<Tomcat directory>\temp.

1. As an administrator, share the folder with the specific report consumers. If the shared folder resides on a Windows machine other than the Remedy Smart Reporting server, the administrator must make the folder accessible by ensuring that the Apache Tomcat service is started with the logged in user instead of Local Service. For more information, see To make the shared folder accessible.
2. Log in to Remedy Smart Reporting as an administrator.
3. If you want to specify the location for all organizations, select the Default organization, else select the specific client organization.
4. In the left navigation pane, select Administration > Configuration > Save To Disk Settings.
   
   
5. In the Save To Disk Path field, enter the path of the shared location for saving the reports.
6. (Only in Default organization) In the Save Configuration Settings section do the following:
   
   • In a multi-tenant environment, to set the same location for different client organizations, in the Should these changes be applied to client organizations as well? field, select Yes, and then select the client organizations for which you want to specify this location.
   • To set the location only for Default organization, in the Should these changes be applied to client organizations as well? field, select No.
     
7. Click Save.

All the reports broadcasted by using the Save To Disk Schedule option gets stored in this location.

Task 6:

To make the shared folder accessible

(Only for Windows) Perform the following steps to make a shared folder that resides on a machine other than the Remedy Smart Reporting server accessible:

1. On the Remedy Smart Reporting server, go to Start > Services.
2. Right click the Remedy Smart Reporting service and click Properties.
3. On the Log On tab, click This account and then click Browse.
4. In the Select User window, search for the user logged in user and click OK.
   
   
5. Click Apply.
6. Restart the Remedy Smart Reporting service.