Summary
A Burst is a unit of execution which can contain one or more documents or queries. Bursts are used to control bursting parameters/filters, publication formats and delivery destinations. The items in a Burst can be of different types and each item can be delivered to one or more destinations.
Note: To create a Burst you must first add documents/reports to the Infoburst environment. Please see our help document Adding a WebI Document to the Infoburst Environment for information on how to add documents.
How-To
Task: Follow the instructions below to create a burst.
Instructions
- Log into InfoBurst
- Select the Manage tab at the top of the page (typically the default page):
- Navigate to and select a folder (or subfolder, if applicable) where you want the Burst to live. Typically, this will be in the same place you added the documents/items you would like to burst.
- In this case we selected the “Demo” folder we previously created as seen in the file path at the top of the screen in the black bar:
- Select the NEW button and then BURST
- In the window that appears add a Name and Description (Optional) for the Burst. Leave other defaults for the remaining options for now and then select Save in the upper right-hand corner
- Next, a window will appear prompting the user to select items to add to the burst. In this example we will add the Academic_Technology_Classroom Usage Details report to the burst by marking the CHECK BOX and clicking on SELECT in the lower right corner.
- The ITEMS tab for the burst will now be open and you will have several options for how to refresh and deliver the report.
- Set Parameters:
- On the right side of the window, you will have the option to set the parameters for the report, similar to WebI. Click on the PARAMETERS button to expand the window and set parameters. The number preceding the word ‘Parameters’ indicates the number of parameter options that are available. In this example we have two parameters: Campus and Term Code.
- NOTE: Prompts in red text are required prompts and must have values selected.
- To update the parameter values, click on the LOV (list of values) button for each parameter, which will bring up a window to select the parameter values
- Select the checkbox(es) for the desired values; the Field Value(s) will automatically populate the window to the right with the checked items (Durham; Manchester in this case). Then click on APPLY FIELD VALUE in the lower right corner.
- Repeat these steps for all required parameter values, as you would in the WebI reporting environment. In this case Term Code is required and is now selected for 202210 (below)
- Be sure to click the “Save” Button located in the upper right corner before moving to the next step
- Set Deliveries:
- Next select DELIVERIES. Click the plus (+) sign to add the delivery information (the word Add appears up when you hover over the plus (+) sign.
- If you plan to deliver many bursts or items to the same location in the same format, you may want to consider creating a delivery template first then selecting the template by clicking the “Template” button.
- The BURST DELIVERY window will open where we will set the report destination and the format the report will be published in. In the pop-up window:
- Give the delivery a NAME
- In the DESTINATION drop-down menu select the desired destination. Please see our help document Delivery Options for information on how to complete this field depending on the location you wish to deliver the Burst.
- Once you have entered in the information needed for the destination, click SAVE located in the lower right corner of the window
- Optional - If you would like to notify any individuals that the report is available, you can use the “Notification” section.
- Add a recipient by clicking on the “+” symbol
- In the new dialog box, enter in the e-mail address for the person you want to send a notification to then click “Save”.
- Type the message you want the recipient(s) to receive.
- Check the “Include Content Link” checkbox only if you would like the e-mail to contain a link to the content.
NOTE: The link that is generated will only work for people who already have access to the location where this content is being uploaded otherwise the link will fail to load.
- Click the FORMAT tab and select the output format of the report/document from the dropdown menu; in this case we have chosen Excel (.xlsx) and click SAVE.
- At this point you can run the burst by selecting the RUN button in the upper right corner and then selecting OK in the dialog box that opens to confirm. This will immediately execute the burst and deliver the content
- When the burst begins to run, the Activity Log window will appear. You can close this before the burst is finished running or you can monitor the steps of the burst as they are executed.
- Additional items can be added by going to the Items tab and clicking on + sign on the right-hand side which will generate a pop-up window to add the item(s)/report(s) you would like to burst. You will need to repeat all steps starting at step 6 for the new item
- Items can be renamed at the burst level but you must first add them to the burst, select the parameters, and save the burst. Only then will you be able to rename the item by clicking the Pencil icon to the right of the item name. Be sure to hit the “enter” key once you have finished typing the new name.
- Now your burst is ready to add to a schedule. Please see our document Creating a Schedule for more information
Outcome
You have created a burst that is now ready to schedule.
Further Readings
Delivery Options
Creating a Schedule
InfoSol Help Desk (Vendor site)
Need additional help?
If you need additional InfoBurst Support, please submit an InfoBurst Support ticket.