Strategy ONE
High-Level Checklist to Set Up a Report Delivery System
The following high-level checklist describes what you need to do to set up a report delivery system in MicroStrategy using Distribution Services.
Understand your users' requirements for subscribing to reports and where they want them delivered.
Have administrator privileges.
Have a license to use Distribution Services.
If you use MicroStrategy Narrowcast Services, during the upgrade to MicroStrategy Distribution Services be sure to use the Migrate Subscriptions for Web Deliveries wizard. This wizard is available from the MicroStrategy Developer Tools menu. For details on each option in the wizard, click Help.
For complete steps to perform a MicroStrategy upgrade, see the Upgrade Help.
- Modify existing transmitters or create new transmitters according to your requirements. Distribution Services comes with default email, file, print, mobile, and FTP transmitters, but if you use these you should modify their settings to suit your environment.
- For best practices for working with transmitters, see Creating and Managing Transmitters.
- For steps to modify a transmitter, see Creating and Managing Transmitters.
- For steps to create a new transmitter, see Creating and Managing Transmitters.
- Modify existing devices or create new devices according to your requirements. Distribution Services comes with default devices, but if you use these you should modify their settings to suit the systems in your environment.
- For best practices for working with devices, see Creating and Managing Devices.
- For steps to modify a device, see Creating and Managing Devices.
- For steps to create a new device, see Creating and Managing Devices.
- Create contacts so users can subscribe to reports and documents.