Deliver a Burst via FTP or a Shared Drive

This feature enables users to post content to FTP and Shared Drives.

Version 5.2.1 allows to set up and manage Bursts via FTP and/or a Shared Drive in addition to, or instead of, sending them via email.

PREREQUISITES:

  • Users must have "Create FTP Connections " Privilege to be able to create and edit FTP connections. 
  • Shared Drive can be created by the Admin only.

Create and send a Burst via FTP/Shared Drive

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Once an FTP connection/Shared Drive has been added, it becomes available for Bursting and will be displayed in the FTP/Drive Location dropdown of the Burst Editor

  1. Name and define the content of your Burst
  2. Choose a Schedule
  3. Select the FTP server location and/or a Shared Drive
  4. Filetype: specify the required file format
    • The difference between "CSV:Raw" and "CSV:Formatted" file types is explained in the NOTE below
  5. Save and Enable
  6. Clicking [Send now] will send the Burst immediately

NOTE:

Metric Insights supports two CSV formats: "CSV Raw" and "CSV Formatted".  When using these file types, remember the following:

  1. "CSV: Raw" files contain unformatted data.
  2. "CSV: Formatted" is a file type that has been changed by a Metric Insights User (e.g, had a Display Mask applied to it, was reorganized in some way at Element level).
  3. CSV data contained in External Reports can only be passed in a raw CSV format.
  4. Email services usually transform CSV: Raw files to look more user-friendly. They are still considered unformatted (Raw) by Metric Insights' standards.

To learn more about how to set up and manage Bursts, check Report Bursting

Create a new FTP connection

Content > FTP Connections Editor

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When you need to set up a new FTP connection, access FTP Connections Editor

  1. Click [+Add FTP Connection]
  2. Choose the Host Server location. As a rule, this is < companyname> .metricinsights.com
  3. Enter the Port number. Default 21 for FTP or 22 for SFTP
  4. Type in User credentials (Username and Password)
  5. Specify the Directory to which your content will be pushed

Users can register one or more FTP Servers within Metric Insights and specify access credentials for each server.

Add a Shared Drive

Admin > Utilities > Shared Drive Editor

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  1. From the Admin dropdown, access Shared Drive Editor
  2. Select Shared Drives
  3. Click [+New Shared Drive]
  4. Specify the Name of the Shared Drive and Path to the Shared Drive folder to which the content will be distributed
  5. Save

Only admins can create Shared Directories. Users can only burst to shared directories to which they have access.

Troubleshooting

If any failures occur when Bursting to FTP, a “File Upload Errors” email will be sent to the Burst Creator.

 

Notification of Burst failures to Shared Drive will be implemented soon.