Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Set Up Email or FTP Targets for Data Export Definitions

Set up email or FTP (File Transfer Protocol) addresses as targets to assign to data export definitions in the Exports utility.

When an email or FTP target is assigned to a data export definition and you generate an export file using that definition, the file is sent as an attachment to the specified email addresses for an email target, and to an FTP location for an FTP target.

The targets that you set up are available in the Export Location field on the Definition Setup form in the Exports utility.

To set up email or FTP targets:

  1. In the Navigation pane, select Utilities > Imports & Exports > Exports.
  2. On the Data Export Definitions form, click the Target tab.
  3. Below the targets grid, click + Add Target.
  4. On the New Target dialog box, enter the name for the target, and select the Email or FTP option.
  5. If you selected the Email option, complete the following steps:
    1. In the Select Attendees From field, select the type of recipients to choose from: Contacts, Employees, or Users.
    2. To add TO recipients for the email: In the Contacts, Employees, or Users grid, select the check box for each recipient and click + TO below the grid.
      The TO recipients are added to the TO field.
    3. Repeat step b for any CC recipients and then again for any BCC recipients.
      The recipients are added to the CC and BCC fields.
    4. Enter the subject and message text for the email.
  6. If you selected the FTP option, complete the remaining information on the New Target dialog box to identify and test the FTP location.
  7. Click Save.
    You are returned to the Target tab, and the new target is displayed in the targets grid on the tab. The target is now included as a choice in the Export Location field on the Definition Setup form in the Exports utility.