Viewing and Sharing Information That Is Published to Channels

Overview of SAS Publication

The portal enables you to view the contents of packages that have been created using the SAS Publishing Framework. A package can contain files, links, SAS Stored Processes, and other packages. Packages can be published to a publication channel and also to a WebDAV (Web Distributed Authoring and Versioning) repository.
A publication channel is a virtual communication path that is identified with a particular topic, organizational group, user audience, or other category. A publication channel is similar to a radio channel that is identified with a particular frequency. Your site administrator defines the publication channels for your organization. Users who sign up to receive information from a channel are called subscribers. If you subscribe to a channel, then you automatically receive information whenever it is published to that channel.
The portal provides several ways to view and share information that has been published:
  • You can search for a package, view the contents of the package, bookmark or e-mail a link to the package, and add the package to a collection portlet.
  • You can search for a channel and add the channel to a collection portlet.
  • You can subscribe to one or more channels. Here are some options available to you when you subscribe to a channel:
    • If you add a Publication Channel Subscriptions portlet to your portal, the channel might be added automatically to the portlet depending on the subscriber profile that is used. For more information about profiles, see Main Steps for Subscribing to Publication Channels.
    • When you subscribe to a channel, if you specify WebDAV as your transport, channel content also appears in your WebDAV repository.
    • When you subscribe to a channel, if you specify e-mail as your transport, channel content is also e-mailed to you. (You receive e-mail only for content that is published to the channel using the SAS Publishing Framework. You do not receive e-mail for content that is published from the portal.)
  • You can publish portal content to a channel or to a WebDAV location.
The following sections describe the process of subscribing to publication channels, viewing content that is published to those channels, and publishing content.
Note: You can perform some of the tasks that are associated with publication by using the Options menu on the banner. For links to documents that explain how to perform all related tasks, see Where to Find More Information.

Main Steps for Subscribing to Publication Channels

Your organization defines channels using the SAS Publishing Framework, and your SAS administrator applies security in order to control which users and groups can access the channels.
After publication channels have been defined for your organization, you can subscribe to the channels and add them to portlets. Here are the main steps:
  1. Define one or more subscriber profiles. Depending on your role in an organization, this task might be performed for you. The portal administrator can define subscriber profiles for all portal users.
    Subscriber profiles can specify one of the following delivery mechanisms:
    E-mail When information is published to the channels to which you subscribe, the information is sent to the e-mail address that is defined for you in SAS metadata. (You receive e-mail only for content that is published to the channel using the SAS Publishing Framework. You do not receive e-mail for content that is published from the portal.)
    WebDAV When information is published to the channels to which you subscribe, 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 to which you subscribe. If you add a Publication Channel Subscriptions portlet to your portal, the channels are added automatically to the portlet.
  2. Subscribe to one or more channels. You must associate each subscription with one of the profiles that you have defined. Depending on your role in an organization, this task might be performed for you. The portal administrator can set up subscriptions for portal users.
  3. (Optional) Add a Publication Channel Subscriptions portlet to your portal. The channels to which you subscribe are automatically added to this portlet if the related profile has been defined with a delivery mechanism of Portal.

Viewing and Sharing Publication Channel Output

Depending on the profile that is associated with a channel, channels to which you subscribe are automatically added to your Publication Channel Subscriptions portlet, as shown in the following display:
Sample Publication Channel Subscriptions Portlet
You can also search for channels, you can bookmark channels, and you can add channels to collection portlets.
From a portlet, you can open a channel and view the packages that have been published to that channel. The following display shows the contents of the North American Sales Region channel. This channel contains a number of charts for sales in North America:
SAS Publication Channel
After you have opened a package, you can bookmark it or send an e-mail message that contains a link to the package.
The portal uses the default e-mail program that is defined in your browser to create an e-mail message. The URL address for each content item appears in the body of the message. You can then enter the recipient's e-mail address and send the message. When a user accesses portal content through a URL address, the portal checks the user's credentials to determine whether the content can be viewed.

Publishing Information to a Publication Channel or to a WebDAV Repository

From the portal, you can publish files, links, and SAS Stored Processes to a publication channel.
One way to publish content is to use the Bookmarks portlet. Suppose you want to publish some links that you have bookmarked, as shown in the following display. In your Bookmarks portlet, you would check the links, and then select Publish. (For more information about bookmarks, see Using Bookmarks.)
Bookmarks Portlet with Links
After you select Publish, a Publish page is displayed in which you provide information about the package that you want to publish. You must provide a name for the package, and you can provide a description and other information that others can use when searching for this package. You can also choose to publish to a document repository using WebDAV rather than to a channel.
After you publish a package, when you open the corresponding channel once again and refresh it, you see the new package listed. Other users who subscribe to this channel see the package when they log on to the portal. If they open the package, they can view, bookmark, or e-mail the links.
Here are the characteristics of a package that you publish from the portal:
  • The package can be viewed in the portal by any user who has permission to view the channel to which you published. (The user might have to search for the package in order to see it.)
  • The package appears automatically in a user's Publication Channel Subscriptions portlet if both of the following are true: the user has subscribed to the channel, and the subscriber profile uses the portal as its delivery mechanism.
  • The package is stored in a persistent store location (either an archive or a WebDAV location) if one was specified when the channel was defined.
  • The package is also disseminated to subscribers' WebDav locations if they specified WebDAV as the delivery mechanism in their subscriber profile.