WebFOCUS Utilities

Procedure: How to Configure License Codes for Optional Products

Click Utilities and then License Management. The License Management window appears with license code fields for InfoAssist for MR, Mobile Favorites, Personal InfoAssist, Power Painter, Quick Data, Magnify, and WebFOCUS Web Services. If you specified a value for the Magnify license code during installation, then that value is already populated. The following image shows the License Management window with no values populated.

Note: The License Management menu option only appears if you have purchased the Comprehensive User Services license for Managed Reporting or Magnify.
Type the InfoAssist license code in the InfoAssist for MR field.
Type the Mobile Favorites license code in the Mobile Favorites field.
Type the Personal InfoAssist license code in the Personal InfoAssist field.
Type the Power Painter license code in the Power Painter field.
Type the WebFOCUS Quick Data license code in the Quick Data field.
Type the Magnify license code in the Magnify field.
Type the WebFOCUS Web Services license code in the WebFOCUS Web Services field.
Click Save to save your changes.

You must reload your WebFOCUS Web application in order for your changes to take effect. In addition, if you have enabled the InfoAssist, Power Painter, Quick Data, or Mobile Favorites features, users must log out of Managed Reporting and log back in.

Reference: Accessing License Information for Third-Party Software

The WebFOCUS product uses various third-party software for use with different features. You can access the license information for each software vendor by selecting Utilities, License Management, and then 3rd Party License Information.

The following information is available for each third-party software:

Description. Name of the software.
License Type. Enables you to view the license agreement for each third-party software that is packaged with the product.
Component Name. Name of the software file.
Product Name. The Information Builders product that uses and packages the third-party software.
Third Party Link. Enables you to access the Web site of the software vendor for further information on the third-party product.

Procedure: How to Configure Default Values for the WebFOCUS Client

Click Utilities and then Client Selection. The Client Selection window appears.
Optionally change the following settings:
- WebFOCUS Application alias. The approot on the Web Server. Its initial value is the value specified during installation. This value is not configurable, since it is stored in several configuration files that are not accessible by the WebFOCUS Administration Console.
- WebFOCUS alias. The path to the WebFOCUS HTML pages. This setting is customizable during installation.
- WebFOCUS Context root. The default context root of the WebFOCUS Web application. By default, this is set to /ibi_apps unless a different context root was specified during installation.
- ReportCaster Context root. The default context root of the ReportCaster Web application. By default, this is set to /rcaster unless a different context root was specified during installation.
- Managed Reporting. Indicates whether Managed Reporting is installed or not installed.
- ReportCaster. Indicates whether ReportCaster is installed or not installed.
- WebFOCUS Servlet Path. Shows the current path for the WebFOCUS Servlet.
- Client Path. From the drop-down menu, specify the path to the WebFOCUS Servlet, CGI, or ISAPI. The Servlet path is configured by default. You can also choose User Defined, in which case a text box opens where you can enter a path. If you are using ReportCaster, you must select the Servlet. This setting does not control the path used by the WebFOCUS Administration Console, which only supports the WebFOCUS Servlet.
  Default values are:
  
  WebFOCUS Servlet: /ibi_apps/WFServlet
  
  WebFOCUS CGI: /cgi-bin/ibi_cgi/ibiweb.exe
  
  WebFOCUS ISAPI: /cgi-bin/ibi_cgi/webapi.dll
- Maintain Path. From the drop-down menu, specify the path to the Maintain Servlet, CGI, or ISAPI. The Servlet path is configured by default. You can also choose User Defined, in which case a text box opens where you can enter a path.
  Default values are:
  
  Maintain Servlet: /ibi_apps/WFServlet
  
  Maintain CGI: /cgi-bin/ibi_cgi/ibiweb.exe
  
  Maintain ISAPI: /cgi-bin/ibi_cgi/webapi.dll
Note: If you set the CGI or ISAPI settings, you must also follow the additional CGI/ISAPI configuration steps outlined in your WebFOCUS and ReportCaster Installation and Configuration manual.
Click Save to save your changes.
All changes are written to the ibi\WebFOCUS77\ibi_html\javaassist\cgipath.js file.

Important: When saving changes to all aliases and context roots:

All preceding and trailing spaces are automatically removed.
A preceding forward slash '/' is required for all aliases and context roots. The WebFOCUS Administration Console automatically adds a forward slash if one was not entered.
If the WebFOCUS alias has been updated, the fochtmlurl parameter in the Application Path section of the Application Settings menu must be updated with the same value. Also, the FOCHTMLURL parameter in the General section of the Client Settings menu is automatically updated with the same value.
If the WebFOCUS context root is updated, the IBIF_webapp parameter in the Client Settings menu under the General section of the WebFOCUS Administration Console is updated with the same value. The WebFOCUS web application must be redeployed with the new context root. Also, the Client Path setting must contain the same value as the WebFOCUS context root parameter.

Reference: InfoAssist Settings

In the InfoAssist Properties menu under the Utilities section, the WebFOCUS Administrator can enable or disable reporting options in the InfoAssist tool by specifying Yes or No in the Setting column.

For more information on the InfoAssist reporting tool, see the WebFOCUS InfoAssist User’s Manual.

x Home Tab

In InfoAssist, the Home tab enables you to control the most commonly used properties and options from the Format, Design, Filter, and Report groups. The WebFOCUS Administrator can configure the following properties available in the InfoAssist Home tab:

Page Heading: Adds a heading to each page of the report output. Page Heading settings are configured in the Head/Foot menu of the Home Tab.

Record Limit: If set to Yes, the Record Limit menu in the Home Tab is enabled. If set to No, the Record Limit menu is removed from the InfoAssist interface.
Report Heading: Adds a heading to the first page of the report output. Report Heading settings are configured in the Head/Foot menu of the Home Tab.
Themes: This option provides you with various color-coded WebFOCUS StyleSheet themes that can be used to style your report or chart. You can select themes that are standard with InfoAssist, or select a customized Cascading Style Sheet theme created by you or someone else in your organization.
Use Interactive Design View: When set to Yes, the InfoAssist tool opens with Query Design View as the default. When set to No, InfoAssist starts with the Interactive Design View. If the Allow User Override Setting is checked for this option, the InfoAssist user can change the default settings specified by the WebFOCUS Administrator.

x Format Tab

In InfoAssist, the Format tab provides different options for selecting output formats and other reporting features, depending on whether you are creating a report query or a chart query. For reports, the Format tab provides access to the Output Types, App Ribbon, Destination, Navigation, and Features groups. The WebFOCUS Administrator can configure the following properties available in the InfoAssist Format tab:

active Flash Format: Creates report output that contains portability and interactive enhancements to active reports.
active PDF Format: Creates report output that contains portability and interactive enhancements to active reports in PDF format.
Active Technologies Report Format: Creates an HTML active report, which is a self-contained report that is designed for offline analysis. It contains all of the data and JavaScript within the HTML output file and it includes analysis options such as filtering, sorting, and charting.
Excel 2007 Format: Creates a report that will be displayed as an Excel 2007 spreadsheet. The computer on which the report displays must have Microsoft® Office Excel® 2007 installed.
Excel 2000 Format: The Excel 2000 format supports most StyleSheet attributes, allowing for full report formatting. The computer on which the report displays must have Microsoft Excel 2000 or higher installed.
Excel Pivot: Creates a report that will be displayed as an Excel 2000 PivotTable. PivotTable is an Excel tool for analyzing complex data, much like WebFOCUS OLAP.
HTML Format: Creates the report output as an HTML page.
Other Chart Types: Provide options for creating more complex graph output types, such as Spectral Map, Gauge Chart, and Pareto Chart.
Pages on Demand: Displays report output one page at a time. You can use the navigation menu at the bottom of the output screen to view each page. This option is activated only when HTML or active report output format is selected.
PDF Format: Creates a report that will be displayed as a PDF document.
Powerpoint Format: Creates a report that will be displayed as a PowerPoint document. The computer on which the report appears must have Microsoft PowerPoint installed.
Stacked Measures: Displays all numeric measure field names in the first column of the report output with the corresponding numeric data values displayed across time in a column for each selected time period. The Stack Measures feature is activated only when HTML, Excel, or PowerPoint output format is selected. If the Allow User Override Setting is checked for this option, the InfoAssist user can change the default settings specified by the WebFOCUS Administrator.

x View Tab

Enables you to customize the view of different report components in the InfoAssist tool, such as the design mode, output location, and data view. The WebFOCUS Administrator can set the following properties in the InfoAssist View Tab:

Display View Tab: If set to Yes, the View Tab and all of the menu options are enabled. If Set to No, the View tab is removed from the InfoAssist interface.
Query Panel: Allows you to customize the view of the query components, such as Filters, Column and Row labels, and Measures when building a report. Values are 2x2 (2 columns by 2 rows), 1x4 (1 column by 4 rows), and Tree. If the Allow User Override Setting is checked for this option, the InfoAssist user can change the default settings specified by the WebFOCUS Administrator.

x Tool Options

Enables you to change the default settings to reflect the InfoAssist user preferences. If the Allow User Override Setting is checked for an option, the InfoAssist user can change the default settings specified by the WebFOCUS Administrator. However, the WebFOCUS Administrator can not specify a default value that has already been disabled in one of the other Groups. For example, if the administrator has disabled the active PDF format (APDF) in the Format tab section and attempts to set that format as a default Compose Output Format in the Dialog Defaults section, the following message displays:

image of Message display

Chart Output Format: Sets the default format for chart outputs. Valid values are PDF, HTML, and EXL2K, and PPT.
Document Output Format: Sets the default format for report outputs that are generated using the Document Composer tool. Valid values are active PDF, active report, HTML, Excel, active Flash, and PowerPoint.
Data Preview Method: Allows you to preview your report using sample data (Sample) or retrieve actual data from the datasource (Live).
Output Target: Sets the default value for the location of your report or chart output. Values are single Tab, new tab, single window, and new window.
Page Orientation: Enables you to print reports and charts using a Portrait or Landscape page layout.
Page Size: Enables you to set the page size when printing your report or chart output.
Recordlimit: Limits the number of rows retrieved from the data source when Interactive Design view is selected. This feature is useful in reducing response time if you are working with a large amount of data. It is applicable only when developing your report. The record limit setting will not affect the report output at run time.
Report Output Format: Enables you to specify a default format for your report output.
Splash Screen: Specifies the startup mode for the InfoAssist tool. When set to splash, the splash screen is launched every time InfoAssist is started. When set to Report, Chart, or Document, the Open dialog box displays where you can select a data source to use for your query.
StyleSheet: Enables you to specify a default stylesheet for your report output.

x Miscellaneous

Expand Data Source Tree: Enables you to view all data source values in the tree. If set to Yes, the tree is expanded by default. If set to No, the tree is collapsed by default.
Join Button: Enables you to join several datasources in your query. If set to Yes, the Join menu option is enabled under the Data tab. If set to No, the Join menu option is removed from the Data tab.
Layout Tab: Enables you to set several page layout options, such as page orientation, size, and numbering for your report or chart output. If set to Yes, the Layout tab is enabled in the InfoAssist control panel. If set to No, the Layout tab is removed from the InfoAssist control panel.
Series Tab: The Series tab is enabled only when working with chart queries. It provides access to charting properties and options in the Properties, Line, and Pie menus. If set to Yes, the Series tab is enabled in the InfoAssist control panel. If set to No, the Series tab is removed from the InfoAssist control panel.

Procedure: How to Configure Managed Reporting Tool Types

Click Utilities. The MR Tool Type options appear.
Select Administrator or Developer.
The MR Tool Type Selection window appears with the Java Swing applet-based ReportCaster User Interface selected by default.

Note: The ReportCaster User Interface cannot be configured for Managed Reporting Analytical Users, who must use the HTML-based Scheduling Wizard and User Interface.
To configure Managed Reporting administrators or developers to use the HTML-based Scheduling Wizard and User Interface, select the HTML option button.
Click Save to save your changes.

You must reload your WebFOCUS Web application in order for your changes to take effect. In addition, users must log out of Managed Reporting and log back in.

Procedure: How to Extract MR Change Management Packages

To extract MR Change Management Packages:

Log on to the WebFOCUS Administration Console in the environment where you want to create a change package.
Click Utilities. The MR Change Management Extract and Load options appear.
Select Extract to create a change package.
The Change Management Extract Utility login screen appears.
Enter a valid Managed Reporting Administrator or Developer user ID and password.
The Change Management Extract Utility appears as shown in the following image.
To create a change package, expand the folders in the Domains Tree and select individual items from a domain or the contents of an entire domain.
You can single-click (or drag and drop) one or more items from a domain.

You can double-click (or drag and drop) a domain to select all content. Properties of a domain are not propagated by the change management process. Note that a selected domain is a collection of content of the domain, and not a complete clone of the original domain.

When you select an item or domain, it appears in the Selected Files and Domains pane. If you select duplicate items or domains, they are only added to the change package once. You should not select individual items from a domain that is already selected.
If you need to remove an item or domain from the Selected Files and Domains list, select the item and press the Delete key.
To remove all items and domains from the Selected Files and Domains list, click the Clear File List button.
By default, the Download File option is selected. Click Create Change Package to download the change package to your browser. You will then have the option to open it or save it locally, as shown in the following image.

The naming format for the change package is: YYYYMMDD_admin_HHMMSS.zip. The format is Java Zip (which is WinZip compatible). If you have WinZip installed locally, open the change package. To ensure that the Change Management utility recognizes the file and processes it correctly, do not change the file name or the .zip file extension.

The contents of the change package includes the extracted file(s) and a cmRepos.xml document that contains metadata about the file(s), such as their internal references and properties.

If you select the Save on Server option, the following window opens to provide you with the name of the change package created on the server.

If you are a Managed Reporting Administrator, consider whether you want developers to download and e-mail change packages to a coordinator, or create the packages on the Web server platform. Packages created on the server are written to install_dir/WebFOCUS/utilities/cm/extract. If authorized, you can change this location by updating the mrcmextractdir parameter in the Application paths menu under the Application Settings section of the WebFOCUS Administration Console. The directory specified by this setting must exist and be writable by the servlet container. You may want to have developers create the package on the server and also download and e-mail them to a coordinator. This may help audit the change process since you have a record of the intent of the developer, and can load the packages from a controlled location.

Note: To ensure that the contents of a change package are not altered in any way, it is recommended that you always load change packages that were created with the Save on Server option.
If you are a Managed Reporting Administrator, select Display Repository Metadata to open a window where you can view and extract metadata from the Repository for analysis.
You can also query the Repository for metadata if desired. This may be helpful in planning or debugging.

For more information about the output generated from these options (Users, Roles, Groups, Domains, Domains Contents), see Managed Reporting Extract Utility in the WebFOCUS Managed Reporting Administrator's Manual.
Click Logout.

For more information about the change management process, see Change Management in the WebFOCUS Managed Reporting Administrator's Manual.

Procedure: How to Load MR Change Management Packages

To load MR Change Management Packages:

Log on to the WebFOCUS Administration Console in the environment where you want to load the change package that was created with the Change Management Extract Utility.
Click Utilities.
Select Load (below MR Change Management) to load a change package.
The Change Management Load Utility login screen appears.
Enter a valid Managed Reporting Administrator user ID and password.
The Change Management Load Utility appears, as shown in the following image, and displays any folders in the \utilities\cm directory that contain .zip files.
To load a change package, select the desired .zip file change package in the Available Change Packages pane to add it to the Selected Change Package pane.
The available options you can select include Overwrite duplicates (default), Backup packages (available only when Overwrite duplicates is selected), Preserve Creation info, and Preserve Modifier info.
To remove a selected change package from the Selected Change Packages list, select the item and press the Delete key. To remove all selected change packages, click the Clear File List button.
Click Load Change Package to load the change package into the MR repository of your target environment.
Note: You can click the Open Log File button to view the contents of the cmevent.log file that was created in the \utilities\cm directory. It contains helpful information about the success or failure of the load process.
Click Logout.

For more information, see Change Management in the WebFOCUS Managed Reporting Administrator's Manual.