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Unified Communications Analytics 8.7 - User Guide

Introducing Quest UC Analytics Viewing UC Analytics insights Modifying UC Analytics insights Exporting and importing UC Analytics insights Automatically exporting and sending insights (subscriptions) Appendix A:Questions and Answers for UC Analytics insights Appendix B:List of UC Analytics insights

What are insight subscriptions?

In addition to viewing insights on the Analytics web site, you can create subscriptions for insights. Subscriptions allow you to automatically export selected insights to a format such as .pdf, Microsoft Word (.docx), HTML, MTHTML, .csv (raw or localized), or .tsv (raw or localized). You can configure a subscription to send the exported insight to one or more email addresses or to a file share.

You create a schedule for each subscription so that the subscription insights are exported and sent on a regular basis.

 
* 
NOTE: For information about the difference between the raw and localized .csv and .tsv file formats, see What is the difference between raw, formatted (localized), and formatted (UTC) .csv or .tsv formats? . For information about how to configure Excel running on a European operating system to import .csv, see How can I open .csv files in Excel running on a European operating system locale? .

Enabling target outputs in Admin Settings

Before you can create and send subscriptions, the types of target outputs that you want to use must be enabled (email target and file share target) in the Admin Settings for all subscriptions.

Also, if you are sending subscriptions by email, the SMTP relay server that is used to email the subscriptions must be specified. These setting are configured in Admin Settings under the Subscriptions tile. You must be a product administrator to access and configure Admin Settings.

For more information about Admin Settings, see the Unified Communications Analytics Deployment Guide.

About security access for subscriptions

An insight included in a subscription is run as the user who created the subscription, not as the users to whom the subscription email is addressed.

If you have unrestricted access and you create subscriptions for insights with sensitive data, ensure that the insight has appropriate content for all the subscription recipients.

Creating and changing your subscriptions

You can add a new subscription at any time and include one or more insights in each subscription. You can enable a subscription when you create it or you can create a disabled subscription that will not do a scheduled run until it is enabled at a later date. (You can use Run Now to run a disabled subscription.)

UC Analytics determines the time zone that is used for scheduling subscriptions from the regional settings of the computer that is running the user browser. You can override the time zone that is used through your user profile. For more information see Overriding the time zone offset .

To add a new subscription
1
On the UC Analytics web site home page, click the subscriptions icon .
2
Click beside Manage subscriptions.
3
Enter a name to describe the subscription.
By default, a new subscription is set as enabled. If you want to schedule a subscription but not have it run, you can clear the Enable this subscription box.
4
Select or enter a date on which the subscription starts.
5
Specify the repeat interval for the subscription by specifying:
•
Whether it runs once, daily, weekly, or monthly.
•
The time at which the subscription runs.
•
The interval between subscription runs such as every x number of days (daily) or every Wednesday (weekly) or the 10th day of every month (monthly)
6
Click Next.
7
Select the insights that are to be included in the subscription.
You can select from a list of the insights that are currently on your home pages (Home Page) or select insights from the insight library (Library),
8
Click Next.
9
Select the delivery method (send to) for the subscription:
•
sent by email
•
posted to a file share
10
From the dropdown list, select the format to which the insight is exported:
•
PDF Attachment
•
DOCX Attachment
•
Inline HTML (email body)
•
MHTML Attachment
•
CSV Attachment (localized)
•
CSV Attachment (UTC)
•
CSV Attachment (raw)
•
TSV Attachment (localized)
•
TSV Attachment (UTC)
•
TSV Attachment (raw)
* 
TIP: If you select HTML, the insight is included in the email, not as an attachment. In some configurations, your SPAM filter might inadvertently filter out HTML subscription messages. In this case, add the subscription sender to your “allowed” senders.
For information about most of the supported formats, see Can I export data from an insight? .
11
If you selected an attachment format, you can leave the layout option set to automatic or select a specific page layout for the subscription: portrait or landscape.
12
Click Next and enter the target information.
For email subscriptions
13
Enter the email address to which the exported insight is sent and any other addressees (To, CC, Bcc).
14
Enter the text that should appear in the email subject line.
15
If required, enter any text that must appear in the email body at the top (header) or at the bottom (footer). For example, if there is classification or disclaimer text that must appear in the email body, you can enter it here.
16
Select whether all selected Insights in a subscription should be sent in a single email or whether a separate email should be sent for each insight.
For file share subscriptions
17
If you are exporting an insight to a file share, enter the file share location.
a
If you want to add a timestamp to the file share subscription, select Append time to file share name.
* 
TIP: For a subscription to a file share, the file name is the name of the insight. To keep the older copy of an exported insight and not allow the newest exported file to overwrite the previous insight file, select the Append time to file share name option.
18
Click Save and close.
To modify an existing subscription
1
On the UC Analytics web site home page, click the subscriptions icon .
2
Click the subscription name in the list.
3
Select the section heading you want and enter your changes in the appropriate fields.
4
Click Save and close.
To delete an existing subscription
1
On the UC Analytics web site home page, click the subscriptions icon .
2
In the list of your subscriptions, click the that appears beside the subscription that you want to delete.
Table 5. General subscription options,
 
Icon
Meaning

Create a new subscription.

Refresh subscription statuses

Refreshes the currently displayed list of subscriptions.

Retry all failed

Rerun all subscriptions that previously failed. This option is visible if at least one subscription has failed.

Doing a test run

After you have created a subscription, you might want to run the subscription immediately so that you can review the results. You can use the Run Now option for either an enabled or disabled subscription.

To run a subscription now
•
On the Subscriptions main page that lists all the subscriptions that you have created, click the (Run now) icon beside the subscription you want to run.
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