WebFOCUS Managed Reporting Administrator's Manual

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This documentation describes the WebFOCUS Managed Reporting Administrators environment, which enables the creation of powerful EIS and decision-support applications that deliver easy access to the information that users need, regardless of hardware platforms, database structures, or application programs. It is intended for system administrators.

How This Manual Is Organized

This manual includes the following chapters:

Chapter/Appendix		Contents
1	Introducing WebFOCUS Managed Reporting	Describes Managed Reporting, ReportCaster, and Dashboard. Explains Managed Reporting concepts, Dashboard customization, and how to access and use Managed Reporting and Dashboard. Describes how to add, edit, and review properties of WebFOCUS environments.
2	Creating Domains, Groups, Roles, and Users	Describes how to create domains, groups, roles, and users with the Managed Reporting Administration interface.
3	User Management	Describes how the User Management tree object is used to view all types of user’s reports and to open, edit, run, save, and delete Managed Reporting user’s reports.
4	Managing Dashboard	Describes how the Managed Reporting Administrator or MR Security Object Manager controls what users can access in the general public view, the custom public view, and in group views. This includes the domains they can view and certain functionality such as the Domain Search.
5	Creating Public and Group Views	Describes how to create and manage public views (general and custom) and group views from the Public Views and Group Views windows in the View Builder. From the Public/Group Views windows you can add, remove, edit, or copy a public or group view.
6	Customizing Dashboard	Describes how to customize the Dashboard by choosing colors, adding a logo, selecting the position of the Domain Tree, Role Tree, and banner, and more.
7	Creating a Role Tree	Describes how to create Role Trees, which allow Dashboard users access to items (reports, graphs, launch forms, and URLs) that have been associated with their Managed Reporting User Groups.
8	Creating Dashboard Content	Describes how to create content blocks, which display when you open Dashboard. Content blocks can contain launched reports, links to reports, or links to Internet resources.
9	Managed Reporting Extract Utility	Describes how the Managed Reporting Extract utility allows you to extract data from your Managed Reporting Repository in order to generate reports about users, groups, domains, and domain content.
10	Change Management	Describes features in Managed Reporting that can be used to facilitate change management, which is the process of moving application components between WebFOCUS environments.
11	Additional Administration Topics	Provides additional information for administrators about Deferred Receipt, Report Assistant and Graph Assistant, and tracing the WebFOCUS Client, Java Applet, and Dashboard.
12	Application Integration Topics	Provides information on invoking the Deferred Report Status Interface, browser window features, and launch pages.
13	Managing Deferred Tickets	Provides information for Administrators to manage deferred workload and the Deferred Ticket Cleanup Utility.

Documentation Conventions

The following table lists and describes the conventions that apply in this manual.

Convention	Description
THIS TYPEFACE or this typeface	Denotes syntax that you must enter exactly as shown.
this typeface	Represents a placeholder (or variable) in syntax for a value that you or the system must supply.
underscore	Indicates a default setting.
this typeface	Represents a placeholder (or variable), a cross-reference, or an important term. It may also indicate a button, menu item, or dialog box option you can click or select.
this typeface	Highlights a file name or command.
Key + Key	Indicates keys that you must press simultaneously.
{ }	Indicates two or three choices; type one of them, not the braces.
[ ]	Indicates a group of optional parameters. None are required, but you may select one of them. Type only the parameter in the brackets, not the brackets.
\|	Separates mutually exclusive choices in syntax. Type one of them, not the symbol.
...	Indicates that you can enter a parameter multiple times. Type only the parameter, not the ellipsis points (...).
. . .	Indicates that there are (or could be) intervening or additional commands.

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Customer Support

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Call Information Builders Customer Support Service (CSS) at (800) 736-6130 or (212) 736-6130. Customer Support Consultants are available Monday through Friday between 8:00 a.m. and 8:00 p.m. EST to address all your questions. Information Builders consultants can also give you general guidance regarding product capabilities and documentation. Please be ready to provide your six-digit site code number (xxxx.xx) when you call.

To learn about the full range of available support services, ask your Information Builders representative about InfoResponse Online, or call (800) 969-INFO.

Information You Should Have

To help our consultants answer your questions effectively, be prepared to provide the following information when you call:

Your six-digit site code (xxxx.xx).
Your WebFOCUS configuration:
- The front-end you are using, including vendor and release.
- The communications protocol (for example, TCP/IP or HLLAPI), including vendor and release.
- The software release.
- Your server version and release. You can find this information using the Version option in the Web Console.
The stored procedure (preferably with line numbers) or SQL statements being used in server access.
The Master File and Access File.
The exact nature of the problem:
- Are the results or the format incorrect? Are the text or calculations missing or misplaced?
- The error message and return code, if applicable.
- Is this related to any other problem?
Has the procedure or query ever worked in its present form? Has it been changed recently? How often does the problem occur?
What release of the operating system are you using? Has it, your security system, communications protocol, or front-end software changed?
Is this problem reproducible? If so, how?
Have you tried to reproduce your problem in the simplest form possible? For example, if you are having problems joining two data sources, have you tried executing a query containing just the code to access the data source?
Do you have a trace file?
How is the problem affecting your business? Is it halting development or production? Do you just have questions about functionality or documentation?

User Feedback

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Thank you, in advance, for your comments.

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