Configuring the Birst user name and password

To run scheduled Birst reports you must first add the Birst user name and password in Workforce Management.

  1. Select Maintenance > System Administration > Sensitive Data Configuration.
  2. Click Create New Entry.
  3. Specify this information for the Birst account user name:
    Configuration Type
    Select BIRSTACCOUNTID.
    Expiration Date
    Specify the expiration date for the account ID. To set the maximum expiration date, specify 01/01/3000.
    Protected Data
    Specify the Birst account ID.
  4. Click Save.
  5. Click Create New Entry again and specify this information for the password for the Birst account:
    Configuration Type
    Select BIRSTACCOUNTPASSWORD.
    Expiration Date
    Specify the expiration date for the account password. To set the maximum expiration date, specify 01/01/3000.
    Protected Data
    Specify the password for the Birst account.
  6. Click Save.