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This topic provides the step-by-step instructions that you need to install WebFOCUS Business User Edition.
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The following section describes how to install WebFOCUS Business User Edition on a Windows environment.
You can begin using WebFOCUS Business User Edition immediately after you install the product. No additional configuration steps are required.
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To install WebFOCUS Business User Edition, you must have administrator privileges. Additionally, your machine must meet the system requirements that are defined in Hardware Requirements and Software Requirements.
Note: Accessibility Compliance is not supported at this time.
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This section describes how to install WebFOCUS Business User Edition.
Note:
Tomcat Memory Allocation
The InstallAnywhere installation program opens, as shown in the following image.
The list of languages depends on the regional language settings of the Windows Operating System where WebFOCUS Business User Edition is being installed.
Note: The language selected will be the language used during the installation program. This language is also used to set the code page of the Reporting Server, which is responsible for data access.
If your data sources are in a different language, you will have to change the code page of the Reporting Server.
The Welcome window opens.
The License Agreement window opens.
The License Code window opens, as shown in the following image.
The Setup Preferences window opens, as shown in the following image.
Note: During the database creation, the password supports ASCII characters from 32 to 126 and cannot include the following characters: caret (^), ampersand (&), percent (%), or double quotation marks ("). Refer to the ASCII character table to determine the characters to use for the password. As a reference, see https://msdn.microsoft.com/en-us/library/60ecse8t(v=vs.71).aspx. The password for the user name must be between four (4) and 20 characters. Leading blanks and trailing blanks will be removed.
Note: Google may block sign-in attempts when delivering reports through WebFOCUS Business User Edition. To allow WebFOCUS Business User Edition to connect to the Google email account that was configured for email distribution, sign in to the Google account, navigate to My Account settings, select Sign-In & security, and turn the Allow less secure apps option On.
For more information, see:
Optionally, you can clear the Configure WebFOCUS BUE services to start automatically check box so you can manually start and stop the WebFOCUS Business User Edition services from the shortcut options found in the WebFOCUS Business User Edition 82 group, or through the Windows services program.
The Pre-Installation summary window opens.
Note: If you selected the Advanced Configuration check box, the following window opens.
Server applications can be created in the default location or in a new location outside of the drive:\ibi\WebFOCUS_BUE82\ folder. Select the location of your applications and then click Next.
The Sign In page opens, as shown in the following image.
The following needs to be performed after the upgrade completes:
drive:\ibi\WebFOCUS_BUE82\WebFOCUS\utilities\WFReposUtil\update_repos.bat
This script will make updates to the WebFOCUS Business User Edition repository that are required to load new roles and BI Portal page templates.
Logs are created in the drive:\ibi\WebFOCUS_BUE82\WebFOCUS\logs folder under the following names:
By default, the data that needs to be backed up is located in the following folders:
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The installation program installs the following services:
Note: If you are updating an earlier release of WebFOCUS Business User Edition, you must manually stop all WebFOCUS Business User Edition services, except the WebFOCUS BUE Repository Server service, before beginning the installation program.
To view the status of these services, launch your Windows Services program. The following image highlights the WebFOCUS Business User Edition services as they appear in the Windows Services program. Select a service and use the toolbar to stop or stop the service.
Display name |
Service Name |
---|---|
WebFOCUS BUE 82 Application Server |
WfBUE82AppSrv |
WebFOCUS BUE 82 Distribution Server |
WfBUE82DistSrv |
WebFOCUS BUE 82 Reporting Server |
WebFOCUS BUE 82 Reporting Server |
WebFOCUS BUE 82 Repository Server |
WfBUE82DbSrv |
From the Start menu, navigate to the WebFOCUS Business User Edition shortcut, under the Information Builders program group.
To stop or start an individual WebFOCUS BUE service, use the Windows Services program as described earlier in this section.
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If you want to remove an existing WebFOCUS Business User Edition installation and want to perform a full installation of a newer release, you can run the uninstall program.
Note: Before you uninstall WebFOCUS Business User Edition, it is recommended that you save the cleanup utility to a different location on your machine in case the uninstall fails and you need to manually uninstall any components. For more information, see Troubleshooting WebFOCUS Business User Edition.
The following steps can be performed if you want to preserve your data and perform a new installation, if you need to move your data to another location, or if an upgrade installation fails and you need to perform a new full installation.
By default, these are located in the following folders:
The InstallAnywhere installation program opens.
The installation program begins and uninstalls the WebFOCUS Business User Edition components.
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If you are unable to launch WebFOCUS Business User Edition, ensure that all services are running. If they are not, do the following:
If this does not work, stop the services again. Before you restart the services, ensure that the Hyperstage processes, ibengine.exe and postgres.exe, are also stopped. Restart your machine if you are still unable to restart the services.
By default, ports in the range of 26000 to 26040 are checked for availability. If the installation program detects that no ports in that range are available, it then increases the range by 10 and checks again for availability. For example, if ports 26000 to 26040 are unavailable, ports 26010 to 26050 are then checked.
Default Port Assignment.
WebFOCUS Business User Edition creates a log file in the following location for Windows:
drive:\Users\user_id\WebFOCUS_BUE82_Install_date_time.log
drive:\Users\user_id\WebFOCUS_BUE82_Debug_date_time.log
where:
Is your Windows user ID.
Is the date and time the log file was created.
These log files provide information about the WebFOCUS Business User Edition installation. If you contact Customer Support Services with an installation problem, have these files available.
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If you choose to uninstall WebFOCUS Business User Edition, and the uninstall process fails, you can follow one of the procedures in this section to clean up your machine before reinstalling the product.
Before performing one of the following procedures, ensure that you have uninstalled WebFOCUS Business User Edition, as described in Uninstalling WebFOCUS Business User Edition.
If the WebFOCUS Business User Edition uninstall process fails, you can run the wf_cleanup.bat file to clean a damaged installation on your machine.
drive:\ibi\WebFOCUS_BUE82\WebFOCUS\utilities\install\
Note: By default, the utility will back up the Reporting Server applications, data, and the Derby database.
If the WebFOCUS Business User Edition uninstall process fails, you can do the following to manually cleanup the remaining WebFOCUS Business User Edition components on your machine.
sc delete "service name"
where:
Is the name of the service you are manually deleting. For example:
C:\sc delete "WfBUE82AppSrv"
Note: The service name must be enclosed in double quotation marks (").
Repeat this for the remaining services.
For example, if WebFOCUS Business User Edition is installed on the C:\ drive, remove all folders under C:\ibi\WebFOCUS_BUE82\, except for the following folders:
The following section describes how to install WebFOCUS Business User Edition on a Linux environment. WebFOCUS Business User Edition is supported on:
Note: Java Version 8 Update 162 (8u162) and Tomcat 8.5.29 are included with the WebFOCUS Business User Edition product installation.
Note: Java Version 8 Update 162 (8u162) and Tomcat 8.5.29 are included with the WebFOCUS Business User Edition product installation.
Note: Java Version 8 Update 161 (8u161) and Tomcat 8.5.29 are included with the WebFOCUS Business User Edition product installation.
The installation program includes the following third-party components: Tomcat, Java, and Derby. Later versions or releases of these third-party components, which often contain fixes for security vulnerabilities, may exist at installation time. It is your responsibility to check the vendor sites listed below for updates to newer versions or releases of these third-party components if you intend to use them with WebFOCUS Business User Edition. Install the new updates or versions prior to proceeding with the WebFOCUS Business User Edition installation. If these components are installed through the WebFOCUS Business User Edition installation program, it is your responsibility to update these components after the installation is completed.
The latest version of Tomcat is available at https://tomcat.apache.org.
The latest version of Java is available at https://www.java.com.
The latest version of Derby is available at https://db.apache.org/derby.
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The following section describes the system requirements for installing WebFOCUS Business User Edition on a Linux environment.
Note: Only one installation per platform is supported.
The following are installation prerequisites for installing WebFOCUS Business User Edition on Linux:
The installation cannot proceed under the root user account and will terminate. Restart the installation as a non-root user.
Invalid unzip command found.
This is generated by the installation program and does not prevent the installation from proceeding and completing successfully.
If the temp directory on the host does not meet the minimum size requirements, the InstallAnywhere environment variable IATEMPDIR can be set to use an alternate directory.
You may specify an alternate /tmp location by setting the following environment variable:
IATEMPDIR=/large_tmp export IATEMPDIR
The operating system provides ways of limiting the amount of resources that can be used. These limits can affect the installation process.
Use the ulimit command to set process memory-related resource limits for your session.
The WebFOCUS Business User Edition installation program requires ulimit to be set to 8192.
Limits can be hard or soft. Hard limits are set by the root user. Only the root user can increase hard limits, although other users can decrease them. Soft limits can be set and changed by other users, but they cannot exceed the hard limits. To view the current limits, enter the following command:
ulimit -a
Use the /etc/security/limits.conf file to store ulimit settings. Changes to this file should be made by a system administrator.
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The following section describes how to install WebFOCUS Business User Edition using Console Mode.
chmod u+x installWebFOCUSBUE8203.bin
./installWebFOCUSBUE8203.bin -i console
The Welcome to WebFOCUS Business User Edition 82 prompt displays.
The License Agreement prompt displays.
The Choose Install Type prompt displays.
The License Code prompt displays.
This code was sent to you as part of the email message that contained the download link for the software.
You are prompted to enter the site code.
This code was sent to you as part of the email message that contained the download link for the software.
The Setup Preferences prompt displays.
Note: Spaces are not allowed in the destination path.
You are prompted to enter the WebFOCUS Business User Edition Administration credentials.
The Advanced Configuration prompt displays. Type Y and press Enter if you want to change the default directory location of the WebFOCUS Business User Edition Reporting Server application. Type N and press Enter if you want to use the default directory location of the WebFOCUS Business User Edition Reporting Server.
If you chose to use the default WebFOCUS Business User Edition Reporting Server directory, the Pre-Installation Summary prompt displays.
The installation begins.
During installation, the activity window indicates which installation program tasks are being performed.
When installation is complete, a summary is provided displaying the servers that were installed and the ports that have been assigned.
For UNIX installations, the default Tomcat Java memory configuration is set to use an initial Java heap size of 256MB and a maximum Java heap size of 512MB.
These settings are in located in the /ibi/WebFOCUS_BUE82/tomcat/bin/catalina.sh file. For example:
JAVA_OPTS="-XX:MaxPermSize=256m -Xms256m -Xmx512m -Djava.awt.headless=true"
For better product performance, it is recommended to increase these values. The initial Java heap size should be at least 1024MB (1GB). The size is normally set in Megabytes. For example:
-Xms1024m -Xmx2048m
These values need to be set based on the physical memory of the machine.
It is recommended to set the minimum/initial memory value to one eighth (1/8) of the physical memory. The maximum value needs to be one quarter (1/4) of the physical memory.
To launch WebFOCUS Business User Edition, type the following:
http://host:port/ibi_apps/
Note: Enter the application server port number when using this command to start WebFOCUS Business User Edition. The application server port number is the lowest port number displayed in the summary at the end of the WebFOCUS Business User Edition installation.
The default port for the WebFOCUS Business User Edition application server is 26000. It is listed during the end of the installation and also available in the installation log file.
Installation log files are under the user home directory. An example of an installation log file is shown in the example below:
/$HOME/WebFOCUS_BUE82_Install_date_time.log
/$HOME/WebFOCUS_BUE82_Debug_date_time.log
where:
Is the date and time the log file was created.
These log files provide information about the WebFOCUS Business User Edition installation. If you contact Customer Support Services with an installation problem, have these files available.
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The following commands are used to manually start and stop the required WebFOCUS Business User Edition servers.
Note: The /home/user/ path depends on your installation.
Starting Servers
You must start the servers in the following order:
To start the WebFOCUS Business User Edition Repository Server, run:
nohup /home/user/ibi/WebFOCUS_BUE82/derby/bin/start.sh &
To start the WebFOCUS Business User Edition Application Server, run:
/home/user/ibi/WebFOCUS_BUE82/tomcat/bin/startup.sh
To start the WebFOCUS Business User Edition Distribution Server, run:
nohup /home/user/ibi/WebFOCUS_BUE82/WebFOCUS/ReportCaster/bin/schbkr &
To start the WebFOCUS Business User Edition Reporting Server, run:
/home/user/ibi/WebFOCUS_BUE82/srv/wfs/bin/edastart -start
Stopping Servers
You must stop the servers in the following order:
To stop the WebFOCUS Business User Edition Application Server, run:
/home/user/ibi/WebFOCUS_BUE82/tomcat/bin/shutdown.sh
To stop the WebFOCUS Business User Edition Distribution Server, run:
/home/user/ibi/WebFOCUS_BUE82/WebFOCUS/ReportCaster/bin/stopit
To stop the WebFOCUS Business User Edition Repository Server, run:
/home/user/ibi/WebFOCUS_BUE82/derby/bin/stop.sh
To stop the WebFOCUS Business User Edition Reporting Server, run:
/home/user/ibi/WebFOCUS_BUE82/srv/wfs/bin/edastart -stop
You can create shell scripts that run the following commands to start and stop servers:
Start Servers
nohup /home/user/ibi/WebFOCUS_BUE82/derby/bin/start.sh & sleep 5 /home/user/ibi/WebFOCUS_BUE82/tomcat/bin/startup.sh nohup /home/user/ibi/WebFOCUS_BUE82/WebFOCUS/ReportCaster/bin/schbkr & /home/user/ibi/WebFOCUS_BUE82/srv/wfs/bin/edastart -start
Stop Servers
/home/user/ibi/WebFOCUS_BUE82/tomcat/bin/shutdown.sh /home/user/ibi/WebFOCUS_BUE82/WebFOCUS/ReportCaster/bin/stopit /home/user/ibi/WebFOCUS_BUE82/derby/bin/stop.sh /home/user/ibi/WebFOCUS_BUE82/srv/wfs/bin/edastart -stop
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You can update an earlier release of WebFOCUS Business User Edition using the following steps.
Note: If the ports are busy, run a command, such as lsof, to identify what processes are still running, and stop those processes. Before you proceed, you must rerun the netstat command.
chmod u+x installWebFOCUSBUE8203.bin
The License Agreement prompt displays.
./installWebFOCUSBUE8203.bin -i console
The Welcome to WebFOCUS Business User Edition prompt displays.
The Choose Install Type prompt displays.
The installation begins.
During installation, the activity window indicates which installation program tasks are being performed.
/home/user/ibi/WebFOCUS_BUE82/tomcat/work/Catalina/localhost/
nohup /home/user/ibi/WebFOCUS_BUE82/derby/bin/start.sh &
/home/user/ibi/WebFOCUS_BUE82/WebFOCUS/utilities/WFReposUtil/update_repos.sh
This script will make updates to the WebFOCUS Business User Edition repository that are required to load new roles and BI Portal page templates.
You are prompted for WebFOCUS Business User Edition Administrator credentials. The built-in user ID is manager.
/home/user/ibi/WebFOCUS_BUE82/tomcat/bin/startup.sh nohup /home/user/ibi/WebFOCUS_BUE82/WebFOCUS/ReportCaster/bin/schbkr & /home/user/ibi/WebFOCUS_BUE82/srv/wfs/bin/edastart -start
The upgrade is now complete and you can use the software.
To uninstall WebFOCUS Business User Edition, delete the /home/user/ibi/WebFOCUS_BUE82/ folder or run the uninstall program using the following command:
/home/user/ibi/WebFOCUS_BUE82/Uninstall/Uninstall
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An email server is required for email distribution and notifications. The following procedures provide the steps for configuring the supported mail servers.
or
From the Business User Edition Portal Menu bar, click Tools, then click ReportCaster Status.
In addition, if your mail server uses a secure connection or requires authentication, select the appropriate options and type the required credentials. You need to save your configuration changes and restart ReportCaster to make the changes effective.
If you use Google as your email server, see How to Configure Google as Your Email Server.
If you use Yahoo as your email server, see How to Configure Yahoo as Your Email Server.
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