SEI Subscribe Functionality

Since SEI version 2026 Release 1, we can now subscribe to visualizations we have access to and schedule them to be sent by email or to a network path (on-premise only) in preferred format.

This feature is available for Views, Dashboards, and Reports.

 When to use Subscribe

• Receiving regular updates: Stay up to date with visualizations that change over time.
• Sharing with external recipients: Share visualizations with stakeholders who don't use SEI but need the information promptly.
• Automating report delivery: Deliver visualizations at regular intervals without manual intervention.
• Choosing a delivery format: Select PDF, Excel, HTML, or other formats based on your preferences.
• Improving convenience: Receive visualizations directly by email or through a network path, so you don't need to log in to SEI.

In SEI there are two ways to subscribe to a visualization:

1.  From the context menu in the Navigation Panel

2.  From the Toolbar while the visualization is open

We had queries from BP regarding how to subscribe and export to External Location, in this blog I will step through high-level setup and workflow to perform this action.

Setup:

 1. FTP Server

A. FTP Service is installed

B. In IIS – FTP Site is setup

Adding my FTP Site

Site Information

Binding and SSL setting

Authentication setup

Note:

• My above FTP site setup is very basic to demonstrate, so advise to apply appropriate security measure to secure production environment.
• My binding setup for my FTP site is to port 21, you could assign appropriate port and verify / create Firewall rule to communicate in that port.
• We need a windows user (SEI Setup) with appropriate access for the folder  for setup                 

2. To Subscribe and export to external location we first need to setup the external location

          This is done in SEI Administration Section

Select Distribution  and Add from Right panel

Enter details of FTP in Properties window 

Workflow

1. From the context menu in the Navigation Panel selecting Subscribe for visualizations

2. Open SEI Administration

• Select Distribution
• Verify your Subscribe job is listed
• Run the Job from right panel

Confirm the Job had been successfully completed

3.  Verify your Subscribed document availability in FTP folder location

Limitation :

Currently Subscribe functionality supports FTP , FTPS (Explicit/Implicit FTP over SSL/TLS) for secure file transfers, but does not support SFTP (SSH-based)