Delivery Options

Summary

This article discusses how to complete the Destination information of a delivery on a burst for each of the methods we support.

We currently support delivering content to the following destinations:

SharePoint
Network File Shares
Tableau Server

We do not support delivering content directly to e-mail.

We strongly encourage the use of delivery templates where possible as this allows the user to manage changes that may be needed on the template instead of needing to make changes to each individual delivery the user may have created. Please see our two articles on creating delivery templates for more information.

Creating a SharePoint Delivery Template
Creating a File Share Delivery Template

How-To

Instructions
 

SharePoint as a delivery destination

1. Navigate to the burst. In this example we are using the burst we created called “demo-classroom_usage_report”
2. Click on the “Items” tab
3. Click on the item you want to add a delivery for. In this example we have selected the “Academic_Technology...” item in the list. You can tell it is selected because it is highlighted in light blue.
4. Select DELIVERIES and click the plus (+) sign to add a delivery (the word Add appears up when you hover over the plus (+) sign.
   1. If you plan to deliver many items to the same location, you may want to consider creating a delivery template first then selecting the template by clicking the “Template” button.

5. 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:
   1. Give the delivery a NAME
   2. In the DESTINATION drop-down menu select: SharePoint

3. In the Platform menu, ensure “InfoBurst Users SharePoint OAuth” is selected.
4. In the box for SharePoint Site URL, change the URL to the URL from the home page of the site you want to deliver content to. It is best to copy and paste this.
   1. DO NOT use the URL from the folder in SharePoint you want to deliver content to. The URL MUST be from the site home page
   2. NOTE: If you do not have the ability to upload files to the SharePoint you are trying to send content to, the delivery will fail. You will need to coordinate with the site owner to get “write” privileges

5. In the Document Library box, click on the blue folder icon to browse the document library folder structure of the SharePoint site you entered in a URL for to select a location to send content to.
   
    
6. It is optional to enter in a name for the file. The system will default to naming the file using the Document Name and the parameters values that were selected, separated by underscores.
   1. We recommend the use of Macros when choosing a name for the file. The available macros can be viewed but clicking on the blue “M” that is visible in the File Name box
      
       
7. Click the FORMAT tab and select the output format of the report/document from the dropdown menu. In this case we have chosen PDF.
   1. Click SAVE
      

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Network File Shares as a delivery destination

To deliver your item to a Network File Share please do the following:

1. Before you can deliver content to the desired Network Folder, you will need to submit a request at https://td.unh.edu/TDClient/60/Portal/Requests/ServiceDet?ID=207 to have the InfoBurst service svc_UNH_BAAI_InfBrst be added as a user with write access to the network folder location you need this file delivered to.
   1. Be sure to specify the full network folder path. This address will begin with “\\”
2. Once the request made in step 1 is completed, navigate to the burst. In this example we are using the burst we created called “demo-classroom_usage_report”
3. Click on the “Items” tab
4. Click on the item you want to add a delivery for. In this example we have selected the “Academic_Technology...” item in the list. You can tell it is selected because it is highlighted in light blue.
5. Select DELIVERIES and click the plus (+) sign to add a delivery (the word Add appears up when you hover over the plus (+) sign.
   1. If you plan to deliver many items to the same location, you may want to consider creating a delivery template first then selecting the template by clicking the “Template” button.

5. 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:
   1. Give the delivery a NAME
   2. In the DESTINATION drop-down menu select: Network Folder

3. In the Folder box, paste in the path to the folder on the network you are trying to deliver content to
   1. This address will begin with “\\”
4. It is optional to enter in a name for the file. The system will default to naming the file using the Document Name and the parameters values that were selected, separated by underscores.
   1. We recommend the use of Macros when choosing a name for the file. The available macros can be viewed but clicking on the blue “M” that is visible in the File Name box
      
       
5. Click on the “Credentials” and enter in your credentials. These will be the same credentials you log in with
6. Click the FORMAT tab and select the output format of the report/document from the dropdown menu. In this case we have chosen PDF.
   1. Click SAVE

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Tableau Server as a delivery destination

This delivery option is only available to Tableau Developers. To deliver your item to a Tableau Server please do the following:

1. Navigate to the burst. In this example we are using the burst we created called “demo-classroom_usage_report”
2. Click on the “Items” tab
3. Click on the item you want to select a delivery for. In this example we have selected the “Academic_Technology...” item in the list. You can tell it is selected because it is highlighted in light blue.
4. Select DELIVERIES and click the plus (+) sign to add a delivery (the word Add appears up when you hover over the plus (+) sign.
   1. If you plan to deliver many items to the same location, you may want to consider creating a delivery template first then selecting the template by clicking the “Template” button.

5. 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:
   1. Give the delivery a NAME
   2. In the DESTINATION drop-down menu select: Tableau Server

3. In the Project box, click on the blue folder icon to browse the Tableau Server project to select a location to send content to.
   
    
4. It is optional to enter in a name for the file. The system will default to naming the file using the Document Name and the parameters values that were selected, separated by underscores.
   1. We recommend the use of Macros when choosing a name for the file. The available macros can be viewed but clicking on the blue “M” that is visible in the File Name box
   2. Using the Document Name without any changing parameters such as the date is required if you want the file to be overwritten with new data each time it runs.
      
       
5. Click the FORMAT tab and select the output format of the report/document from the dropdown menu. In this case we have chosen Tableau Hyper which is the native format beginning with Tableau version 10.5.
   1. Check the box to indicate if your report has header names in the first row.
   2. Choose the appropriate report tabs
   3. Click SAVE
      
       

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Outcome

You should have a delivery destination established for your burst item. 

Further Readings 

Creating a Schedule
Creating a SharePoint Delivery Template
Creating a File Share Delivery Template
InfoSol Help Desk (Vendor site)
 

Need additional help?

If you need additional InfoBurst Support, please submit an InfoBurst Support ticket.