Managing Subscriptions

This section contains the following information:

• Tasks for Managing Subscriptions
• Administering Subscriptions
• Result Caches and Subscriptions
• Subscriptions in a Clustered System

Tasks for Managing Subscriptions

The table below lists common subscription and delivery-related tasks that users or administrators can perform, and where to perform those tasks, in both MicroStrategy Web and Developer. Note that some tasks can be performed only in MicroStrategy Web.

The steps in the table take you to the main interface to complete the task. For detailed steps, click Help once you are in the main interface.

User task	Where to perform the task
Define preferences for a report/document to be delivered to a user's History List folder, mobile device, or system cache.	In MicroStrategy Web: In a report or document, from the Report Home or Document Home menu, select Subscribe to, then select History List or Mobile. In Developer: In a report or document, from the File menu, select Schedule delivery to, then select History List, Update cache, or Mobile.
Define preferences for a report/document to be delivered to an email address, network storage location, FTP location, or printer (Distribution Services only).	In MicroStrategy Web, from a report or document, from the Report Home or Document Home menu, select Subscribe to, then select Email, File, Printer, or FTP.
Define personal subscription preferences to all reports or documents, in one location.	In MicroStrategy Web: Click Preferences on the left of any page. For History List delivery, select Project Defaults on the left, then select History List. For Email, File, Printer, FTP delivery, select User Preferences on the left, then select Email Addresses, File Locations, Printer Location, or FTP Locations. In Developer: From the Tools menu, select My Subscriptions.
Set up alert-based subscriptions.	In MicroStrategy Web, add an alert to a report; to do this, run a report, right-click a metric on the report, and select Alerts. In the Alerts Editor, after you set up the alert, set up the subscription by selecting Delivery Settings.
Schedule a report/document to be sent to another user.	In MicroStrategy Web, if you own Distribution Services: In a report or document, from the Report Home or Document Home menu, select Subscribe to, then select History List, Mobile, Email, File, Printer, or FTP. In MicroStrategy Web, if you do not own Distribution Services: In a report or document, from the Report Home or Document Home menu, select Add to History List or Add to Mobile. In Developer: In a report or document, from the File menu, select Schedule delivery to, then select History List, Update cache, or Mobile.
Unsubscribe from a report or document.	In MicroStrategy Web: click My Subscriptions on the left of any page. In the Unsubscribe column on the right, select a check box and click Unsubscribe. In Developer: From the Tools menu, select My Subscriptions. Right-click a subscription, then select Unsubscribe.
Change subscription details for a report or document.	In MicroStrategy Web, click My Subscriptions on the left of any page. In the Action column, click the Edit icon for the report/document whose subscription you want to edit. In Developer: From the Tools menu, select My Subscriptions. Right-click a subscription, then select Edit.
Configure who can subscribe to each report.	In MicroStrategy Web, from a report, from the Tools menu, select Report Options, then select the Delivery tab. Choose to allow all users, specified users, or no users to subscribe to the report. For steps, see the help.
Configure who can subscribe to each document.	In MicroStrategy Web, from a document in Design mode, from the Tools menu, select Document Options. On the left under Document Properties, click Delivery and then choose to allow all users, specified users, or no users to subscribe to the document. For steps, see the help.

Administering Subscriptions

You can create, remove, or modify subscriptions through the Subscription Manager.

You can set the maximum number of subscriptions of each type that each user can have for each project. This can prevent excessive load on the system when subscriptions are executed. By default, there is no limit to the number of subscriptions. You set these limits in the Project Configuration Editor, in the Governing Rules: Default: Subscriptions category.

To Manage Your Subscriptions in the Subscription Manager

1. In Developer, log in to a project source.
2. Expand Administration, then expand Configuration Managers, and then select Subscriptions.
3. To manage your subscriptions, select from the tasks below:
   • To create a subscription, right-click in the Subscription Manager and select Subscription Creation Wizard. . Follow the instructions in Creating Subscriptions.
   • To modify a subscription, right-click the subscription and select Edit. Make any changes and click OK.
   • To delete a subscription, right-click the subscription and select Delete.
   • To filter the subscriptions that are listed, right-click in the Subscription Manager and select Filter. Specify the filtering criteria and click OK.

Result Caches and Subscriptions

By default, if a cache is present for a subscribed report or document, the report or document uses the cache instead of re-executing the report or document. If no cache is present, one is created when the report or document is executed. For information about how result (report or document) caches are used in MicroStrategy, see Result Caches.

When you create a subscription, you can force the report or document to re-execute against the warehouse even if a cache is present, by selecting the Re-run against the warehouse check box in the Subscription Wizard. You can also prevent the subscription from creating a new cache by selecting the Do not create or update matching caches check box.

You can change the default values for these check boxes in the Project Configuration Editor, in the Caching: Subscription Execution category.

Subscriptions in a Clustered System

When you set up several Intelligence Server machines in a cluster, you can distribute projects across those clustered machines (or nodes) in any configuration. Each node can host a different subset of projects. For more information, including instructions, on clustering Intelligence Servers, see Cluster Multiple MicroStrategy Servers.

Subscriptions in a clustered system are load-balanced across all nodes of the cluster that host the project containing the subscribed report or document. Subscriptions are load-balanced by the number of subscription jobs created. One subscription job is created for each user or user group in the subscription. For example, if User A and User Group B are subscribed to a dashboard, the subscription creates one job for User A, and a second job for User Group B. In a two-node cluster, the subscription for User A would execute on one node, and the subscription for User Group B would execute on the other node.