Changing Client Settings

The client configuration settings are grouped into categories under the Configuration menu in the WebFOCUS console. The term Initial Value next to a setting means that the value shown initially is the installation default value and that it can be overridden by setting the variable explicitly in the URL request.

InfoAssist+ Properties

Settings in the InfoAssist+ Properties page of the Administration Console determine the display and use of the InfoAssist+ tool that opens when Advanced Users, Developers, or Managers create or update content.

To enable or disable reporting options for the InfoAssist+ tool, click Utilities, scroll down to the bottom of the Configuration tab menu, and then click InfoAssist+ Properties.

Reference: Understanding InfoAssist+ Home Tab Properties

x The InfoAssist+ Home tab enables you to control the most commonly used properties and options from the Format, Design, Filter, and Report groups. These properties are:

Use Live Preview Mode

Determines whether InfoAssist+ opens in the Live Preview mode or the Query Design View by default. When Yes is selected, InfoAssist+ opens in the Live Preview mode as the default. When Yes is not selected, InfoAssist+ starts with the Query Design View. If Allow User Override is checked for this option, users can change the setting specified by the Manager.

Record Limit

Enables the Record Limit menu of the Home tab. If Show is not selected, the Record Limit menu is removed from the InfoAssist+ interface.

Themes

Provides InfoAssist+ users with various color-coded StyleSheet themes that can be used to style reports and charts. Users can select standard InfoAssist+ themes, or select customized cascading style sheet themes created by your organization.

Page Heading

Enables the Head/Foot menu of the Home tab. InfoAssist+ users can use the Head/Foot menu to add a heading or footing to each page of the report output.

Report Heading

Enables the Head/Foot menu of the Home tab. InfoAssist+ users can use the Head/Foot menu to add a heading or footing to the first page of the report output.

Reference: Understanding InfoAssist+ Format Tab Properties

x For reports or charts, InfoAssist+ displays a list of output file format options, such as, HTML, PDF, or Excel, in the Format Group of the Home tab. Other options that make additional layouts and display features available when creating a report or chart appear on the Format tab itself. You can control the display of both types of options through the settings contained in this section. The settings that affect the Format tab display are InfoMini Run Immediate, Other Chart Types, Pages on Demand, Stack Measures, User Selection.

Note: Settings in this section do not affect the display of Format tab features for visualizations.

Active Report Format

Enables the use of the HTML active report format. An HTML active report 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.

Select the check box to ensure that this option appears in the drop-down lists for the Report Output Format, Chart Output Format, and Document Output Format properties under the Tool Options Dialog Defaults section.

Additional HTML Formats for Chart

Enables the use of the PNG, JPEG, GIF, and SVG output formats. The default value is PNG. PNG is not available as a format for chart output.

Additional PDF Formats for Chart

Enables the use of the PDF/SVG and PDF/GIF output formats. The default value is PDF/SVG.

Excel 2000 Format

Enables the use of the Excel 2000 spreadsheet output 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 installed.

When this check box is selected, this output format option is available to select in the Output Format drop-down menus in the Tool Options Dialog Defaults section.

This check box is selected, by default.

Excel 2000 Formula

Enables the use of the Excel 2000 formulas when the Excel 2000 Format option is selected.

This check box is selected, by default.

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Excel 2007 Format

Enables the use of the Excel 2007 spreadsheet output format. The computer on which the report displays must have Microsoft Excel 2007 installed.

When this check box is selected, this output format option is available to select in the Output Format drop-down menus in the Tool Options Dialog Defaults section.

This check box is selected, by default. x

Excel 2007 Formula

Enables the use of the Excel 2007 formulas when the Excel 2007 Format check box is selected.

This check box is selected, by default.

Excel Pivot

Enables the use of the Excel 2000 PivotTable output format. PivotTable is an Excel tool for analyzing complex data, much like OLAP.

This check box is clear, by default.

HTML Format

Enables the use of the HTML page report format.

Select the check box to ensure that this option appears in the drop-down lists for the Report Output Format, Chart Output Format, and Document Output Format properties under the Tool Options Dialog Defaults section.

InfoMini Run Immediate

If Enable is selected, reports run immediately when InfoMini first launches. This setting is enabled by default.

Other Chart Types

Allows the creation of more complex graph output types, such as Spectral Maps, Gauge Charts, and Pareto Charts.

Pages on Demand

Enables the display of report output one page at a time. InfoAssist+ users 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

Enables the use of the PDF report format.

Select the check box to ensure that this option appears in the drop-down lists for the Report Output Format, Chart Output Format, and Document Output Format properties under the Tool Options Dialog Defaults section.

PowerPoint 2000 Format

Enables the use of the PowerPoint® 2000 document output format. The computer on which the report appears must have Microsoft PowerPoint 2000 or higher installed.

Select the check box to ensure that this option appears in the drop-down lists for the Report Output Format, Chart Output Format, and Document Output Format properties under the Tool Options Dialog Defaults section.

PowerPoint 2007 Format

Enables the use of the PowerPoint® 2007 document output format. The computer on which the report appears must have Microsoft PowerPoint 2007 or higher installed.

Select the check box to ensure that this option appears in the drop-down lists for the Report Output Format, Chart Output Format, and Document Output Format properties under the Tool Options Dialog Defaults section.

Stack 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 Allow User Override is checked for this option, users can change the setting specified by the Manager.

User Selection

Allows users to change the output type of their reports at run time.

Reference: Understanding InfoAssist+ View Tab Properties

x Enables InfoAssist+ users to customize the view of different report components in the InfoAssist+ tool, such as the design mode, output location, and data view. You can configure the following properties in the InfoAssist+ View tab:

Display View Tab

Enables the View tab and all of its menu options. If this is not selected, the View tab is removed from the InfoAssist+ interface.

Data Panel

Allows the user to customize Data Panel settings. Values are Logical (default), List, and Structured.

Query Panel

Allows the user to customize the view of the query components, such as Filters, Column and Row labels, and Measures when building a report. Values are Tree (default), Area 2x2 (2 columns by 2 rows), Area 1x4 (1 column by 4 rows). If Allow User Override is checked for this option, users can change the setting specified by the Manager.

Reference: Understanding InfoAssist+ Tool Options Dialog Defaults Properties

x Enables Managers to specify default tool settings. If Allow User Override is checked for an option, users can change the setting specified by the Manager. However, the Manager cannot specify a default value that has already been disabled in one of the other groups. For example, if you have disabled the active report format in the Format Tab section, you will see an error message if you attempt to set that format as a default Compose Output Format in the Dialog Defaults section.

Report Output Format

Sets the default format for reports. Valid values are HTML, active report, PDF, EXL07, EXL2K, PowerPoint 2000, PowerPoint 2007. To ensure that these options are available, a Manager must select the check box for each under the Format Tab section. The default value is HTML.

Chart Output Format

Sets the default format for charts. Valid values are HTML, HTML5, active report, PDF, EXL2K, PowerPoint 2000, and PowerPoint 2007. To ensure that these options are available, a Manager must select the check box for each under the Format Tab section. The default value is HTML.

Document Output Format

Sets the default format for documents that are generated in InfoAssist+. Valid values are HTML, active report, PDF, EXL2K, PowerPoint 2000, and PowerPoint 2007. To ensure that these options are available, a Manager must select the check box for each under the Format Tab section. The default value is active report.

Page Orientation

Sets the default page orientation for reports and charts. Valid values are Portrait and Landscape. The default value is Portrait.

Page Size

Sets the default page size for reports and charts. Valid values are A3, A4, A5, Letter, Tabloid, Legal, PPT-SLIDE, and Large Size. The default value is Letter.

Data Preview Method

Sets the default action for whether reports are previewed using sample data or actual data from the data source. Valid values are Sample and Live. The default value is Live.x

Record Limit

Sets the default maximum number of rows retrieved from the data source when Interactive Design view is selected. This feature is useful in reducing response time if users are working with a large amount of data. It is applicable only when developing the report. The record limit setting will not affect the report output at run time. Valid values are 0 to 10,000 rows. The default value is 500 rows.

Output Target

Sets the default location for reports and charts. Valid values are Single tab, New tab, Single window, and New window. The default value is Single tab.

InfoAssist+/Portal StyleSheet

Sets the style sheet to be used for InfoAssist+ and the Portal. Click Change Stylesheet to open the Browse predefined template files window.x

Visualization StyleSheet

Sets the style sheet to be used when creating visualizations. Click Change Stylesheet to open the Browse predefined template files window.

Encode HTML

Encodes script tags within data, so that the tags are replaced and not executable in a browser. The default value is Yes. This includes the ON TABLE SET HTMLENCODE ON command in the procedure.

Enable Pages On Demand

Allows InfoAssist+ users to view report output one page at a time. The user 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.

Rows retrieved from cache

Establishes how many rows of cached data stored in a binary file are returned to the output window at one time. The default value is 100 rows.

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Reference: Understanding InfoAssist+ File Options

Determines which of the following file types can be selected by InfoAssist+ users when creating and saving HOLD files:

Binary

Stores report or chart data as binary numbers in numeric fields. Binary files use the extension (*.ftm).

FOCUS

Stores report or chart data as text in a segment structure that conforms to FOCUS database requirements. FOCUS files use the extension (*.foc).

Comma Delimited with Titles

Stores report or chart data as text in sequence by field. Alphanumeric fields are enclosed in quotation marks. Fields are separated by commas and are preceded by Field Names. Comma Delimited with Titles files use the extension (*.csv) (Comma Separated Values).

Plain Text

Stores report or chart data as text in sequence by field without delimiters or field names. Plain Text files use the extension (*.ftm).

Tab Delimited

Stores report or chart data as text in sequence by field. Fields are separated by tab characters. Tab Delimited files use the extension (*.tab).

Tab Delimited with Titles

Stores report or chart data as text in sequence by field. Fields are separated by tab characters, and are preceded with field names. Tab Delimited with Titles files use the extension (*.tab).

Database Table

Stores report or chart data as text in a field structure that conforms to a Structured Query Language (SQL) Database format. Database Table files use the extension (*.sql).

Database Table output is only available when working against an SQL database.

Hyperstage

Stores report or chart data as text in a field structure that conforms to the Hyperstage database table format. Hyperstage files use the extension (*.bht).

Hyperstage output is only available when the reporting server has a Hyperstage adapter configuration.

SQL script

Stores report or chart data as text in a sequential field structure that can be imported into a database table that conforms to the Structured Query Language (SQL) Database format. SQL Script files use the extension (*.sql).

SQL Script output is only available when working against an SQL database.

XML

Stores report or chart data as text in a field structure that conforms to the rules of the Extensible Markup Language. Fields are separated by tags that identify content. XML files use the extension (*.xml).

Understanding InfoAssist+ Auto Drill Properties

Settings in this section enable the use of drill-down navigation options, which are part of the Auto Drill functionality.

Single Click Navigate

Enables the use of single click navigation, which is an automatic drill down to the next levelof a dimension within the body of a report or chart made in response to a single click on a top-level entry or feature.

By default, this check box is not selected, meaning that single click navigation is disabled, and top-level Auto Drill entries or features display the Drilldown menu in response to a single click. If this check box is selected, single click navigation is enabled, and instead of displaying the Drilldown menu, top-level Auto Drill entries or features automatically refresh the report or chart with results based on the next lower level of your selected dimension in response to a single click.

Breadcrumbs

Enables the display of a breadcrumb trail at the top of an Auto Drill report or chart.

By default, this check box is selected, and Auto Drill reports and charts display a breadcrumb trail. If this check box is cleared, Auto Drill reports and charts do not display a breadcrumb trail.

In an Auto Drill report or chart, a breadcrumb trail displays a series of links to previous versions that were generated as you drilled through each level of your selected dimension to reach the version currently on display.

Restore Original

Enables the display of the Restore Original option in the Drilldown menu.

By default, this check box is selected, and the Restore Original option appears in the Drilldown menu. If this check box is cleared, the Restore Original option does not appear in the Drilldown menu. In an Auto Drill report or chart, the Restore Original option returns you directly to the original version.

Drill Up

Enables the display of the Drill up option in the Drilldown menu.

By default, this check box is selected, and the Drill up option appears in the Drilldown menu. If this check box is cleared, the Drill up option does not appear in the Drilldown menu. In an Auto Drill report or chart, the selection of the Drill up option refreshes the display with results based on the next level above the current level of your selected dimension.

Drill Down

Enables the display of the Drill down option in the Drilldown menu.

By default, this check box is selected, and the Drill down option appears in the Drilldown menu. If this check box is cleared, the Drill down option does not appear in the Drilldown menu. In an Auto Drill report or chart, the selection of the Drill down option refreshes the display with results based on the next level below the current level of your selected dimension.

Note: In addition to disabling the Drill down option, clearing this setting also removes hyperlinks from top level report entries and the breadcrumb trail display from reports and charts. If the Single Click Navigate setting is also cleared, clearing the Drill Down setting effectively disables Auto Drill navigation tools in reports and charts that contain only the top level of a dimension value in their design. If the Single Click Navigate setting is selected, and the report or chart contains entries below the top level, clearing the Drill Down setting shifts the Single Click Navigation feature to those lower-level entries. However, because this setting also suppresses the display of the Drilldown menu, users will neither be able to restore the original version of the report or chart, nor will they be able to drill back up to a higher level.

Reference: Understanding InfoAssist+ Miscellaneous Options

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Use two-part file name

If selected, this option requires the use of two-part file names, which specify the path to the Master File location. If not selected, a one-part file name must be used instead. The default value is selected.

Expand Data Source Tree

Determines whether the initial view of the data source tree is expanded or collapsed. If selected, the tree is expanded. If not selected, the tree is collapsed. The default value is selected.

Join Tool

Displays the Join menu option on the InfoAssist+ Data tab. If not selected, the Join menu option is removed from the Data tab. The default value is selected.

Layout Tab

Enables the Layout tab in the InfoAssist+ control panel. If not selected, the Layout tab is removed from the InfoAssist+ control panel. The default value is selected.

Series Tab

Enables the Series tab in the InfoAssist+ control panel. The Series tab displays only when working with chart queries. It provides access to charting properties and options in the Properties, Line, and Pie menus. If not selected, the Series tab is removed from the InfoAssist+ control panel. The default value is selected.

Reporting Server Configuration Settings

Reporting Server configuration settings are available on the Configuration tab of the Administration Console. To view them you must expand the Reporting Server folder and the Server Connections folder, and click the Reporting Server icon.

Reference: Reporting Server Node Properties

The Reporting Server Node properties from the Basic pane are explained below.

Basic

Node Name

The logical name of the node. The name cannot be the same as any other node name. It must begin with a letter and cannot be more than eight characters. The Client will use this name when it accesses this server.

Node Description

Optional. The description of the node that appears in the Configuration pane. If this is omitted, the node name will be used.

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Host

The Host name or IP address of the Server.

TCP/IP Port

The Port number for the TCP listener. The default port is 8120.

HTTP(S) Port

The Port number for the HTTP listener. This is typically one port after the TCP/IP port.

The default HTTP port is 8121.

Security

The security options for the reporting server connection.

  • Prompt for Credentials. This option is not relevant for the BUE.
  • HTTP Basic. This option is not relevant to the BUE.
  • Kerberos. This option is not relevant for the BUE.
  • SAP Ticket. This option is not relevant to the BUE.
  • Service Account. This option is not relevant to the BUE.
  • Trusted. Allows you to connect to the Reporting Server with only a user ID. This option is useful when no password is available for the user. Controls should be placed on the Server to ensure that connections from unauthorized clients are rejected. For example, you can employ the Reporting Server RESTRICT_TO_IP setting or configure a network firewall so that only a particular client can connect to the Server.

    Note: When configuring the Client to make trusted connections to the Reporting Server, you must also enable the Reporting Server to accept trusted connections.

Advanced

The Reporting Server Node properties from the Advanced pane are explained below.

Service Name

Description for the Reporting Server node. This description displays to end users.

Use HTTPS

Enables encrypted communication between the Client and the Reporting Server HTTP listener. The default value is off.

This option must be selected if the Reporting Server HTTP listener is configured to use SSL. If you are using a self-signed certificate to enable HTTPS communication with a Reporting Server, the certificate must be configured in the Java environment where the Client is installed. This enables HTTPS communication between the Reporting Server and the Administration Console.

Compression

Enables data compression. By default, data compression is disabled.

Encryption

Sets data encryption ability and the cryptography symmetric method used.

Select one of the following options from the drop-down list:

  • 0. Off. This is the default value.
  • AES. Advanced Encryption Standard. The AES selections are in the format
    CIPHER(x)(-MODE)

    where:

    CIPHER

    Is AES128, AES192, AES256.

    x

    Is optional and defines an RSA key length of 1024 bits. When this is not specified, the RSA key is 512 bits.

    CBC

    Is optional and defines the use of Cipher Block Chaining (CBC) mode. When the mode is not specified, Electronic Code Book (ECB) is used.

    For example, AES256x-CBC is the AES256 cipher with a 1024-bit RSA key in CBC mode. AES128 is the AES128 cipher with a 512-bit RSA key in ECB mode.

Connect Limit

Specifies the number of seconds that the Client will hold the pending connection. Other possible values are 0 (no wait) and -1 (infinite wait). The default value is -1.

Maximum Wait

Specifies the time, in seconds, that the Client will wait before timeout. You can optionally specify different return times for the first row and other rows. A single number indicates the return time is valid for any row. If two numbers are separated by a comma, the first number specifies the return time for the first row and the second number specifies the return time for the subsequent rows. The default value is -1, which indicates an infinite wait time.

Security Object

For any security option, a Manager can specify one or more HTTP header names and/or cookie names as follows:

  • Cookie. Specify each HTTP cookie name separated by a comma (,). For example:
    cookie_name1, cookie_name2
  • Header. Specify each HTTP header name separated by a comma (,). For example:
    header_name1, header_name2
Note:
  • HTTP cookie and header names must not contain commas (,) or colons (:). These are reserved delimiters.
  • REMOTE_USER is a special type of HTTP header variable whose contents will not be sent to the Reporting Server. Therefore, it is not a valid HTTP header value. Instead, specify the WF_REMOTE_USER variable.

Reference: Reporting Server Node Security Options

The security options from the Client Configuration pane are explained below.

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Prompt for Credentials

WebFOCUS makes an explicit connection to the Reporting Server with the user ID and password specified in the Web Security tab. This is the default value.

HTTP Basic

WebFOCUS extracts the user ID and password from the authorization header. These credentials are then used to make an explicit connection to the Reporting Server. You should only select this option when your web tier is performing Basic Authentication.

Note: You can verify that the authorization header is available in by selecting HTTP Request Info in the Diagnostics tab.

Kerberos

WebFOCUS passes a Kerberos ticket for the user to the Reporting Server. This option enables an end-to-end single sign on solution from the desktop to WebFOCUS, from WebFOCUS to the Reporting Server, and from the Reporting Server to supported relational DBMS systems. To use Kerberos authentication, the Reporting Server must run in security OPSYS mode.

SAP Ticket

WebFOCUS passes the user MYSAPSSO cookie, which is created on SAP Enterprise Portal, to the Reporting Server. The Reporting Server then validates the cookie using the SAP security API. This option enables single sign on from WebFOCUS to a Reporting Server configured with the Data Adapter for SAP for environments using Open Portal Services in SAP Enterprise Portal.

Service Account

Allows you to specify a user ID and password to be used for all connections to the Reporting Server.

The service account credentials are encrypted and stored in the SECURITY keyword of the odin.cfg file. When defined, the service account overrides any other credentials that may be presented to WebFOCUS for this Reporting Server node, and all users connect to the Reporting Server using the same credentials. This approach does not make it possible to identify which user is running a given request on the Reporting Server in Managed Reporting deployments, and therefore is not recommended for them.

Trusted

Allows you to connect to the Reporting Server with only a user ID. This option is useful when no password is available for the user. Controls should be placed on the Server to ensure that connections from unauthorized clients are rejected. For example, you can employ the Reporting Server RESTRICT_TO_IP setting or configure a network firewall so that only a particular client can connect to the Server.

Note: When configuring the WebFOCUS Client to make trusted connections to the Reporting Server, you must also enable the Reporting Server to accept trusted connections.

WebFOCUS

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