Managing Your Subscriber Profiles

Overview of Managing Your Subscriber Profiles

Before you can subscribe to publication channels, you must have one or more subscriber profiles. A subscriber profile is a set of personal preferences for subscribing to SAS publication channels. A subscriber profile contains these subscription preferences:
  • the method by which you want information delivered
  • filtering criteria (in the form of name/value pairs), which you can use to narrow the types of information received from a channel that you subscribe to
You can create several subscriber profiles, depending on how many different ways you want to subscribe to channels.
To manage subscriber profiles, you can perform the following tasks:

See Also

Publish Content
View a SAS Publication Channel

Create a Subscriber Profile

If you have been granted permission, you can create a subscriber profile. To determine whether you have the necessary permission, contact your site administrator. For details, see the SAS Intelligence Platform: Security Administration Guide, which is available at http://support.sas.com/92administration.
To create a subscriber profile, follow these steps:
  1. Click Optionsthen selectToolsthen selectManage Subscriber Profiles.
    The Subscriber Profiles page appears, showing all of the subscriber profiles that are currently defined for your user ID.
  2. Click Create Profile.
  3. On the Create Subscriber Profile page, enter the following information:
    Name
    Enter a name for this profile. For example, if you are creating a profile to receive sales data for Europe by e-mail, then you might use the name “E-mail European Sales.”
    Profile names are not case-sensitive. For example, “John Smith” is interpreted to be the same as “john smith”.
    Description
    Enter a longer description of the profile.
    Delivery transport
    Select the transport, or delivery method, by which you would like to receive the information.
    E-mail
    When information is published to the channels that you subscribe to, the information is sent to your e-mail address.
    WebDAV
    When information is published to the channels that you subscribe to, the information is stored in the WebDAV repository.
    Portal
    You can use the SAS Information Delivery Portal to view information that is published to the channels that you subscribe to. For instructions on viewing information published to channels, see View a SAS Publication Channel.
    Note: If you choose e-mail or WebDAV as your delivery transport, then you can also use the portal to view published information. If you choose Portal, then the channels you subscribe to using this profile are added automatically to your Publication Channel Subscriptions portlet.
    Name/Value pairs
    You can choose to specify filtering criteria in the form of name/value pairs. These criteria narrow the types of information received from a channel.
    Note: Name/value pairs work only if the publishers of packages use the same name/value pairs that subscribers use in their profiles. Users in your organization should develop conventions for name/value pairs and publicize them throughout the enterprise.
    You can specify name/value pairs by following these steps:
    • Click one of the following:
      • Include to enter name/value pairs that indicate the types of information that you want to receive.
      • Exclude to enter name/value pairs that indicate the types of information that you do not want to receive.
    • Using the format name=value, enter the name/value pairs. The pairs describe the information that you want to receive (if you selected Include) or do not want to receive (if you selected Exclude). Place a comma between each entry.
      Examples:
      • region=east,content=sales,year=2003
      • market=europe,content=customers,priority=high
    When a package is published to a channel, the name/value pairs that are associated with the package are compared to those that are defined in your subscriber profile. You receive the package only if it meets the specified criteria.
  4. Click Next.
  5. If you selected E-mail as the delivery method, do the following on the Create E-mail Subscription Profile page:
    1. Select an e-mail address from the list.
    2. Select either HTML or Text as the e-mail format.
    3. Click Finish.
  6. If you selected WebDAV as the delivery transport, do the following on the Create WebDAV Subscription Profile page:
    1. Select a WebDAV server from the drop-down list. Then click Next.
      Additional entry fields appear on the page.
    2. From the drop-down list, select the WebDAV server's Base Path in which published collections are stored.
      Note: The list includes only those directories that are defined as base paths for the server.
    3. In the Relative Path field, enter any additional directory names that are needed to define the path in which published collections are stored. The directory name(s) that you enter must already exist under the base path that you selected.
    4. Select one of the following URL types:
      • Parent if you want published packages to be placed underneath the base and relative paths that you specified.
      • Collection if you want each published package to be stored as a WebDAV collection that has exactly the same name that you specified in the relative path. Each published collection replaces any files and nested directories that already exist in that path.
        CAUTION:
        If you make this selection, then published collections will, as a default, replace any files and nested directories that already exist in the path.
      For example, suppose that you specify the base path /SASContentServer/repository/default/sasdav and the relative path /sales. Later, a package that consists of a report, an information map, a link, and the file sales.doc is published to a channel that you are subscribed to. Depending on which URL type you selected, the files could be placed in the WebDAV repository in several ways, as described below:
      Collection
      The files sas001.ref, sas002.ref, sas003.ref, and sales.doc are placed in the directory SASContentServer/repository/default/sasdav/sales. Any files or nested directories that were previously in that directory are deleted.
      Parent
      If the package was published without the binary archive option, then a directory such as SASContentServer/repository/default/sasdav/sales/s4063982 is created. The following files are placed in the directory: sas001.ref, sas002.ref, sas003.ref, and sales.doc.
      If the package was published with the binary archive option, then an archive file with a name such as s4067335.spk is created. The file is placed in the directory SASContentServer/repository/default/sasdav/sales.
      Note: The binary archive option is not available when you create the WebDAV subscriber profile. It is available only when you are publishing content.
    5. Click Finish. The new profile appears on the Subscriber Profiles page.
    6. Click Portal Page in the banner to return to the portal page that you started from.
      You can now use the subscriber profile to subscribe to publication channels. For instructions, see Managing Your Subscriptions.

Edit a Subscriber Profile

To edit an existing subscriber profile, follow these steps:
  1. Click Optionsthen selectToolsthen selectManage Subscriber Profiles.
  2. On the Subscriber Profiles page, click the Edit icon edit icon next to the profile that you want to edit.
  3. On the Edit E-mail Subscriber Profile page or the Edit WebDAV Subscriber Profile page, make any desired changes to the profile information.
  4. Click OK.
  5. On the Subscriber Profiles page, click Portal Page in the banner to return to the portal page that you started from.

Delete a Subscriber Profile

To delete a subscriber profile, follow these steps:
  1. Click Optionsthen selectToolsthen selectManage Subscriber Profiles.
  2. On the Subscriber Profiles page, select the check box next to each profile that you want to delete.
  3. Click Delete.
  4. When the message “Do you wish to permanently delete the following profile(s)?” appears, click OK or Cancel.
  5. On the Subscriber Profiles page, click Portal Page in the banner to return to the portal page that you started from.