Using the Administration Console

Topics:

The Administration Console contains the settings that configure WebFOCUS Business User Edition, customize internal or external authentication settings, connect you to ReportCaster, and support diagnostic research.

Opening the Administration Console

How to:

Because the Administration Console contains settings that can alter the operation of your entire installation, it is available only to those users with the privileges to update or reconfigure system settings. In WebFOCUS Business User Edition, the Administration Console is available only to the Manager User.

Before you can open the Administration Console, you must sign in with a User ID that has the privilege to do so. Once you have signed in with the appropriate privileges, the Administration Console is visible and available for review and updates. You can then open the Administration Console from the Menu bar.

You can also open the Administration Console directly from the address bar of your browser window by entering the URL of the Administration Console and then signing in with a User ID that has the appropriate privileges.

Procedure: How to Sign In to the Administration Console From the Start Menu

  1. If WebFOCUS Business User Edition has been installed on a Windows machine, click the Start button, and then click the Information Builders folder.
  2. Click the WebFOCUS Business User Edition 82 folder, and click Run WebFOCUS Business User Edition.
  3. On the Sign in page, type the ID and password of a user that has privileges to open the Administration Console, and then click Sign in.
  4. To open the Administration Console, on the Menu bar, click Administration, and then click Administration Console.

Procedure: How to Sign in to the Administration Console From a Browser Window

  1. Go to the URL:
    http(s)://machine:port/context/admin             

    where:

    machine

    Is the network ID of your computer.

    port

    Is the number of the port that connects your computer to the server hosting WebFOCUS Business User Edition.

    context

    Is the local address for WebFOCUS Business User Edition. For example, ibi_apps.

  2. On the Sign in page, type the ID and password of a user that has privileges to open the Administration Console, and click Sign in.

    The Administration Console opens automatically.

    Note: To display the Administration Console using a different language, on the Sign in page, click Choose language, and then click the language you want to use in the language list.

Using the Administration Console Menu Bar

Topics:

How to:

The Administration Console menu bar appears above the Administration Console tab display. The commands and features it contains are available to all of the Administration Console tabs.

Using the Licenses Menu

Topics:

The Licenses Menu links you to information about your current product license, an audit of User and Group licenses and roles, and to information about licenses for all third-party software products included in the installation. Using Licenses menu commands you can:

  • View the current license number, product edition, license key expiration date, and the number of licensed users. You can also add new license numbers.
  • Access license information for third-party software packaged with WebFOCUS Business User Edition.

Reviewing Client License Information

The WebFOCUS Client command opens the License Information dialog box. This dialog box identifies the current license key and the individual product components made available by that key. You can also use it to replace the current license key with a new license key when your current license expires or changes.

The License Information dialog box provides the following information:
  • Product Edition. The name of the current product edition.
  • License Key. The license key currently in use.
  • License Key Expiration Date. The date the license key will expire. By default, a warning message for the client license key expiration date begins to appear fourteen (14) days before the actual expiration date. This message displays the expiration date and the number of days remaining until that date. The License Expiration Warning message appears only to Administrators during sign on, and it is written to the event.log file located in the logs directory of the WebFOCUS Business User Edition installation.
  • User Licenses. The total number of available user licenses and the number of licenses used for each user category. For example:
    • Total Named Users
    • Portal Users
    • InfoAssist Users
  • Product Components. The product components your license entitles you to use. If the check box to the right of an entry is visible and selected, you are entitled to use that product component.
  • New License Key. Opens the Update License dialog box, where you can add a new license key and site code.

Reference: Managing Client Licenses

Access to WebFOCUS Business User Edition features and the number of licensed users is based on your license key and site code.

When the number of users exceeds the number of licensed users, the User Licenses Used count displays, in red, a message that the user license count has been exceeded, which is written to the event.log trace file. Users that are authorized to access the Administration Console will receive a message upon signing in.

User licenses are maintained or enforced when the following product components are licensed:

  • Total Users. The total number of named users in the Repository.
  • Portal Users (PR). The number of users with portal privileges.
  • InfoAssist Users. The number of users with portal privileges and InfoAssist privileges.

Procedure: How to Configure License Codes

Access to the product features and the number of Managed Reporting users is based on your license key and site code. You can change these values from the License Management page.

  1. In the Administration Console menu bar, click Licenses, and then click WebFOCUS Client.

    The License Information window opens, displaying features available under the current license.

  2. Click New License Key.
  3. Type your new license key and site code.
  4. Click Validate.

    The License Management page displays the current license key, the new license key, and the features that the new license key provides.

  5. Click Save to implement the new license.

You must reload your web application in order for your changes to take effect. In addition, users must sign out and sign back in to obtain access to any new features.

Reviewing User Audit Information

The User Audit command evaluates the repository license usage for Total Users, Portal Users, and InfoAssist Users. The command produces a License Analysis report that identifies the total number of licenses by license type, the number of licenses in use by license type, and analyzes license assignments by Group and by User.

You can run the User Audit utility (license_audit.bat) from your local WebFOCUS installation directory, which is available in the following location:

drive:\ibi\WebFOCUS_BUE82\WebFOCUS\utilities\mr

When you run this program, it generates the License Analysis report and transfers it to the auditUserCounts.htm file, in the same directory.

The License Analysis report contains the following information:

License Analysis

Product Edition

The name of the current product edition.

License Key

Displays your current license key.

User License

Displays the user license types that are authorized under your current license key. This can include the following:
  • Total Named Users
  • Portal Users
  • InfoAssist Users

Code

Displays the code for each user license, such as TU for Total Users.

Maximum

Displays the maximum number of user licenses that are available with your license key.

In Use

Displays the number of user licenses that are currently in use.

Available

Displays the number of user licenses that are available for each license.

Analysis of Groups

Group Path

Displays the Groups stored in the repository. The following groups are created by the WebFOCUS Repository Creation utility, by default:
  • /EVERYONE
  • /Getting_Started
  • /Managers
  • /Retail Samples

License Type(s)

Displays the license types for each Group, such as TU.

Role

Displays the role of each Group, such as SystemFullControl.

On Resource

Displays the resource to which the Role is applied for the Group.

Former Type(s)

Displays the former types of licenses for each Group.

Groups Summary

Displays counts for the following:
  • Number of groups
  • Number of groups with license types
  • Number of groups with no license types
  • Number of groups with changed user types
  • Number of groups with cleared user types
  • Number of groups with unchanged types

Analysis of Users

User Name

Displays the users stored in the repository. The following users are created by the WebFOCUS Repository Creation utility, by default:
  • manager

License Type(s)

Displays the license types assigned to each user.

# Group w/Licenses

Displays the number of groups with licenses of which the user is a member.

Former Type(s)

Displays the license types that have been changed or cleared for each user.

User Summary

Displays counts for the following:
  • Number of users
  • Number of users with license types
  • Number of users with no license types
  • Number of users with changed user types
  • Number of users with cleared user types
  • Number of users with unchanged types

Procedure: How to Run the User Audit from the Administration Console

  1. From the Administration Console menu bar, click Licenses, and then click User Audit.

    The License Analysis report opens in a separate browser window.

Reviewing Third Party Licenses

The Third Party command opens the 3rd Party Information page that displays the following information for each third-party software application used to support different features:

  • Description. The name or brief description of the third-party application.
  • Version. The version number of the third-party application.
  • File(s). The names of all files that comprise the third-party application.
  • License. The name of the license that permits the use of the third-party application.
  • Third-Party Links. The URL from which the third-party application was obtained.
  • Release. The number of the WebFOCUS Release to which the third-party application was first applied. There is one entry for each release in which an updated version of the third-party application was applied.
  • Update History. The name and version number of the third-party application jar file. There is one entry for each release in which an updated version of the third-party application jar file was applied.
  • Date. The date and time on which the third-party application update was applied in YYYY-MM-DD and HH:MM:SS format. There is one entry for each third-party jar file update.

The WebFOCUS Business User Edition product uses various third-party software applications that support a variety of features.

Clearing the Cache

The Clear Cache command refreshes the state of the application by applying saved changes that are not applied dynamically. Even though some changes are dynamic or only require the administrative user to clear the cache to take effect, others require an administrative user to recycle the web application.

Closing the Administration Console

The Close command closes the Administration Console. After the console closes, you remain signed in to your work session.

Opening Administration Console Help

When you click the Help icon, the online Help file opens to a topic that describes the tab, setting, or feature currently on display.

Configuring Security

Topics:

In the Administration Console Security Tab, you can adapt the default security settings to your local environment.

Security can either be configured internally in the WebFOCUS Business User Edition repository, or externally in a Microsoft Active Directory or an LDAP directory that is not part of the application. You can use either the Internal page or the External page on the Security tab in the Administration Console. To configure settings for internal security, use the settings in the Internal page. To configure a connection to an external Microsoft Active Directory or LADP Directory, use the External page.

Internal authentication and authorization is enabled by default.

Using Internal Security

How to:

Internal authentication and authorization are enabled, by default. Optionally, you can use the settings in the Internal page to configure sign in and password policies.

Sign In Settings (Enable Sign In Settings)

Determines the default values assigned to the Sign In Settings on the Internal Security Page.

This check box is cleared (False), by default. Sign In Settings are inactive and unavailable, and display a value of 0.

When this check box is selected (True), Sign In Settings are activated, automatically assigned a set of pre-configured values, and made available for updates. To deactivate an individual setting while this check box is selected, type or select zero (0). When this check box is later cleared, all values assigned to the Sign In Settings return to 0, and the settings are deactivated.

This setting does not affect the value or availability of the Password Expiration Result options.

Maximum Sign-in Attempts (IBI_Max_Bad_Attempts)

Specifies the number of unsuccessful sign-in attempts allowed before the account status is changed to locked. When the Sign In Settings check box is cleared, the default value is 0, which allows unlimited attempts. When the Sign In Settings check box is selected, the default value is 5, and managers can type or select an alternative value. To deactivate this setting when the Sign In Settings check box is selected, type or select 0.

Lockout Duration (Minutes) (IBI_Account_Lockout_Duration)

Specifies the number of minutes before the status of an account changes from locked to active. When the Sign-in Settings check box is cleared, the default value is 0 (off). When the Sign In Settings check box is selected, the default value is 3 minutes, and managers can type or select an alternative value. To deactivate this setting when the Sign In Settings check box is selected, type or select 0.

Lockout Duration Reset (Minutes) (IBI_Account_Lockout_Duration_Reset)

Specifies the number of minutes that must elapse after the number of failed sign-in attempts specified by the Maximum Sign-in Attempts setting before the allowed sign-in attempt counter is reset to 0. The available range is from 1 to 99,999 minutes. When the Sign-in Settings check box is cleared, the default value is 0 (off). When the Sign In Settings check box is selected, the default value is 3 minutes, and managers can type or select an alternative value. To deactivate this setting when the Sign In Settings check box is selected, type or select 0.

Days Until Password Expires (IBI_Password_Expire)

Specifies the number of days that a password will remain active. When Sign-in Settings is cleared, the default value is 0, which prevents passwords from expiring. When Sign In Settings is selected, the default value is 90 days. Once the password has expired, the user must take the action specified by the Password Expiration Result (IBI_Password_Expire_Action) setting, and managers can type or select an alternative value. To deactivate this setting when the Sign In Settings check box is selected, type or select 0.

Days Until Password Expiration Warning (IBI_Password_Expire_Warning)

Specifies the number of days prior to expiration that a warning will be displayed to the user. When Sign-in Settings is cleared, the default value is 0, which provides no warning. When Sign In Settings is selected, the default value is 75 days. This value should be less than or equal to the value assigned to the Days Until Password Expires (IBI_Password_Expire) setting, and managers can type or select an alternative value. To deactivate this setting when the Sign In Settings check box is selected, type or select 0.

Password Expiration Result (IBI_Password_Expire_Action)

Specifies the action required when a password expires. You can choose one of the following options:

  • To force Users with Expired passwords to change their passwords before signing in (MUSTCHANGE). This is the default value.
  • Change the status of users with expired passwords to inactive. Such users cannot sign in until an administrator resets the password (DISABLE-USER).
Enable Password Complexity (IBI_Password_Complexity)

Determines the default values assigned to the Password Settings on the Internal Security Page.

This check box is cleared (False), by default. All of the Password Settings are inactive and unavailable, and display a value of 0.

When this check box is selected (True), all of the Password Settings are activated and available for updates. WebFOCUS Business User Edition automatically assigns a pre-configured set of values to them.

When this check box is later cleared, all values assigned to the Password Settings return to 0, and the settings are deactivated.

If this check box is selected (True), passwords also must:

  • Not contain the user account name or parts of the full name of the user that exceed five consecutive characters.
  • Be at least six characters long or at least the number of characters specified in Minimum Password Length, whichever is greater.
  • Contain characters from three of the following four categories:
    • Uppercase English characters (A through Z).
    • Lowercase English characters (a through z).
    • Base 10 digits (0 through 9).
    • Non-alphabetic al characters (for example, !, $, #, %).
    • Complexity requirements are enforced when passwords are changed or created.
Minimum Password Length (IBI_Password_Minimum_Length)

Defines the required minimum length of a password. When Enable Password Complexity is cleared, the default value is 0 characters. When the Enable Password Complexity check box is selected, the default value is 6 characters. To deactivate this setting when the Enable Password Complexity check box is selected, type or select 0.

Password Reuse (IBI_Password_Reuse)

Specifies the number of recent passwords that cannot be reused. If Password Reuse is set to 6, for example, WebFOCUS Business User Edition will track the 6 most recent password changes and prevent you from reusing them when creating a new password. When the Enable Password Complexity check box is cleared, the default value is 0 changes, and users can re-use any previously-assigned password. When the Enable Password Complexity check box is selected, the default value is 2 changes. To deactivate this setting when the Enable Password Complexity check box is selected, type or select 0.

Procedure: How to Configure Sign In Settings

  1. Sign in as a Manager.
  2. In the Administration Console, click the Security tab, and on the Security page, under the Security Configuration folder, click Internal.
  3. Select the Sign In Settings check box.

    The Internal page displays the following default values:

    • Maximum Sign-in Attempts – 5
    • Lockout Duration (Minutes) – 3
    • Lockout Duration Reset (Minutes) – 3
    • Days Until Password Expires – 90
    • Days Until Password Expiration Warning – 75
  4. To change the default value assigned to any of these settings, type or select an alternate value in any of these boxes.
  5. To clear all settings, clear the Sign In Settings check box. All values automatically return to 0.
  6. In the Password Expiration Result section, accept the default option To force users with expired passwords to change their passwords before signing in, or click the alternative option Change the status of users with expired passwords to inactive. Such users cannot sign in until an administrator resets the password.
  7. Continue with any other Internal Security page updates or save your changes.

Procedure: How to Configure Password Settings

  1. Sign in as a Manager.
  2. In the Administration Console, click the Security tab.
  3. On the Security page, under the Security Configuration folder, click Internal.
  4. Select the Enable Password Complexity check box.

    The Internal page displays the following default values:

    • Minimum Password Length – 6
    • Password Reuse – 2
  5. To change the default value assigned to any of these settings, type or select an alternate value in either of these boxes.
  6. To clear all settings, clear the Enable Password Complexity check box. All values automatically return to 0.
  7. Continue with any other Internal Security page updates or save your changes.

Procedure: How to Save Internal Security Page Configuration Updates

  1. When all of your Internal Security Page Configuration updates are complete, click Save.
  2. When you receive a confirmation message, click OK.
  3. When you receive a message to clear the cache, click OK.
  4. In the Administration Console menu bar, click Clear Cache and, when you receive a confirmation message, click OK.

Using External Security

Use the External page if you have elected to configure security in a Microsoft Active Directory (AD) or Lightweight Directory Access Protocol (LDAP) directory that is not part of WebFOCUS Business User Edition.

Enable External Security

When you select this check box, internal security settings are overridden. WebFOCUS Business User Edition directs all authentication activities and approvals to the external system you identify on this page.

External Security Type (IBI_Authentication_Type)

The drop-down list box for this field contains the following values:

  • Reporting Server. Authenticates users against an AD or LDAP directory.
  • Legacy LDAP. This value is not used with WebFOCUS Business User Edition.
  • Custom Java Plug-In. This value is not used with WebFOCUS Business User Edition.

Understanding Custom Settings

How to:

The Custom Settings page allows you to customize WebFOCUS Business User Edition by typing customized values for standard settings.

When you save updates to settings that you type into the Customized Setting text box, they are transferred to the site.wfs file, in the following location:

drive:\ibi\WebFOCUS_BUE82\WebFOCUS\client\wfc\etc\

When you use this page to assign new values to settings, they override the default values assigned to them. These overrides are carried over as you upgrade to new versions.

After you save a custom setting, the text continues to display on this page. You can use comments to identify specific updates and additional information about them.

Procedure: How to Configure Custom Settings

Only a manager can configure settings on the Custom Settings page.

  1. In the Administration Console, on the Configuration tab, click Custom Settings.
  2. Under the final comment statement at the top of the Custom Settings text box, or the most recent custom setting entry, type the variables, settings, commands, or comments that comprise the custom settings.

    Use the format required by the application or operating system that will execute the command.

    To help track changes to custom settings, use comments to identify and separate individual changes.

  3. To store your custom settings in an encrypted format, select the Encrypt check box.

    Note: Even when you select this check box, settings continue to appear in an unencrypted format in the Custom Settings text box.

  4. When your configuration is complete, click Save.
  5. When you receive a confirmation message, click OK.
  6. When the Custom Setting page clears, click Custom Settings under the Application Settings folder to see your updated comments, settings, or commands in the Custom Settings text box.

Procedure: How to Configure Collation Sequence Settings

Only a manager can configure settings on the Custom Settings page.

  1. In the Administration Console, on the Configuration tab, click Custom Settings.
  2. Under the final comment statement at the top of the Custom Settings text box, type the comment line:
    # Collation Sequence Settings
  3. Under the comment line, type the command:
    _site_profile=&_site_profile\nSET COLLATION={BINARY|SRV_CI|SRV_CS|CODEPAGE}

    where:

    BINARY

    Bases the collation sequence on binary values.

    SRV_CI

    Bases the collation sequence on the LANGUAGE setting, and is case-insensitive.

    SRV_CS

    Bases the collation sequence on the LANGUAGE setting, and is case-sensitive.

    CODEPAGE

    Bases the collation sequence on the code page in effect, and is case-sensitive. CODEPAGE is the default value. In most cases, CODEPAGE is the same as BINARY. The only differences are for Danish, Finnish, German, Norwegian, and Swedish in an EBCDIC environment.

  4. To store your custom settings in an encrypted format, select the Encrypt check box.

    Note: Your settings will continue to appear in the Custom Settings text box in an unencrypted format.

  5. When your configuration is complete, click Save.
  6. When you receive a confirmation message, click OK.
  7. When the Custom Setting page clears, click Custom Settings under the Application Settings folder to see your updated comments, settings, or commands in the Custom Settings text box.

Understanding NLS Settings

How to:

You can use the Administration Console to configure National Language Support and enable the Dynamic Language Switch.

Separate message files exist for every national language that WebFOCUS Business User Edition supports. If you want to customize the set of characters used in your report output, you must select the code page for every language you use.

These settings do not carry over during updates. You must repeat this customization step for each new release that you install.

Procedure: How to Configure National Language Support

  1. In the Administration Console, on the Configuration tab, click NLS Settings.
  2. On the NLS settings page, click the option for the operating system on which WebFOCUS Business User Edition resides.

    The list adjusts to display the code pages that are available to the selected operating system.

  3. From the list, click a code page that configures the client for the correct display of report output in the browser.

    Tip: The language selected for the Client usually corresponds to the language selected for the Server from the Reporting Server Console.

    If the language chosen from the Reporting Server Console does not appear in the list, click User Defined Code Page and type the number of the user-defined code page.

    Use this option, for example, when the server adds support for a new code page that is not yet reflected in the client software.

    In the following sample configuration window, the administrator specified code page 437.

    Unicode (UTF-8) is available for the Windows, UNIX, or AS/400 operating systems.

  4. Click Save to store your NLS settings.

    The Administration Console generates and updates the client configuration file (nlscfg.err), found in drive:\ibi\WebFOCUS_BUE82\WebFOCUS\client\home\etc, with the CODE_PAGE setting. Note that if you click NLS Settings again, your new setting is highlighted as the active code page.

Reference: Client Code Page Settings

The following code page settings are available:

  • * 137 - U.S. English/Western European
  • 874 - Thai
  • * 942 - Japanese
  • * 946 - Simplified Chinese
  • 949 - Korean
  • 1250 - Eastern European
  • 1251 - Russian
  • * 1252 - Western European
  • 1253 - Greek
  • 1254 - Turkish
  • 1255 - Hebrew
  • 1256 - Arabic
  • 1257 - Baltic
  • * 10942 - Japanese EUC
  • * 10948 - Traditional Chinese
  • * 65001 - Unicode (UTF-8)

Note: Only those code page settings marked with an asterisk are fully supported in the current release.

Customizing the Dynamic Language Switch

How to:

You can customize the languages that are made available on the Sign in pages by activating the Dynamic Language Switch.

Procedure: How to Customize the Dynamic Language Switch

  1. In the Administration Console, on the Configuration tab, under the Application Settings folder, click Dynamic Language Switch.

    The Dynamic Language Switch page opens with a list of the languages made available by the code page selected in the NLS Settings page. By default, the Enable Dynamic Language check box is unselected, and all of the language check boxes are deactivated.

    The Dynamic Language Switch page also shows the Client Code Page setting specified in How to Configure National Language Support.

  2. Select the Enable Dynamic Language check box to activate the check boxes for all of the available languages displayed in the panel, as shown in the following image:

    Selecting the Enable Dynamic Language check box and one or more languages activates the display of the Select Languages button on all of the Sign in pages. It also activates the Language menu on the portal Menu bar.

  3. Select the check box next to the Locale heading if you want all of the languages to appear in the Select Languages list on the Sign in pages and in the Language menu.

    OR

    Clear the check box next to the Locale heading and select the individual check boxes next to the individual languages that you want to appear on the Sign in pages and in the Language menu.

  4. Click Save.

    Note: To remove individual languages from the Select Languages drop-down list on the Sign in pages, clear the check boxes next to the languages you want to remove.

Understanding Redirection Settings

Topics:

How to:

Redirection settings specify the way in which output files using a specific file extension are handled. You can review these settings though the Redirection Settings page of the Administration Console Configuration tab. Each entry in the page identifies an output file format by its WebFOCUS Extension, Content Type, File Format, Server Extension, Client Extension, and IBFS File Format, as shown in the following image.

The Redirection Settings page displaying detailed entries for selected file extensions with varying values in the Redirect and Save Report fields.

Note: This image displays the lower half of the page to show file extensions with varying values in the Redirect and Save Report fields.

The mime.wfs file, located in the directory drive:\ibi\WebFOCUS_BUE82\WebFOCUS\client\wfc\etc or drive:\ibi\WebFOCUS_BUE82\WebFOCUS\client\home\etc contains information about format types available with WebFOCUS. When you open the Redirection Settings page, WebFOCUS retrieves redirection settings from the mime.wfs file and displays them on the Redirection Settings page. When you save changes to these settings, WebFOCUS transfers them from the Redirection Settings page to the mime.wfs file.

Before making any changes to the Redirection Settings, you must assess the impact they will have on the applications and user experience within your organization. If you require further assistance, consult Customer Support Services.

Redirecting and Saving File Output

On the Redirection Settings page, values in the Redirect and Save Report settings determine whether the output from a request is stored in a temp folder file during processing, and whether a name is to be assigned to that file automatically. The combination of values assigned to these two settings determines the way in which output from requests is to be displayed and saved.

The Redirect setting allows you to specify if the output from a request should be saved to a file in the temp folder located under the WebFOCUS BUE client directory.

  • If the value in the Redirect setting is yes, the output is saved to a file in the temp folder, where a name can be assigned to it, as directed by the value assigned to the Save Report setting.
  • If the value in the Redirect setting is len, the output is saved to a file in the temp folder only if it exceeds the value assigned to the IBIWF_sendbufsize setting, which, by default, is 16384 bytes. Any output that must be saved to a file in the temp folder is then sent to the browser without an additional HTTP call.
  • If the value in the Redirect setting is no, output is processed as directed by the value assigned to the Save Report setting.

    The Save Report setting allows you to specify if report files should be assigned names automatically when they are created.

    • If the value in the Save Report setting is no, the report, chart, or other output opens directly in the Browser or application without prompting users to open or save it. Users still have the option to save the report after it is opened. A randomly-generated name is assigned to the report output file regardless of whether the request originated from the Resources tree, from InfoAssist, or from some other application tool.
    • If the value in the Save Report setting is yes, the report, chart, or other output is saved to a file in the temp folder, as follows:
      • If the report request specifies an output file name, it is assigned to the output file. Then the browser makes an HTTP call to retrieve the temporary stored output file, and prompts the user to open, save, or cancel it. The output file name appends the date and time at which the file was created only if the request also includes a PCHOLD AS statement that captures this information.
      • If the report request does not specify a file name:
        • If you run the request from an item in the Resources tree, the name value of that item is assigned to the request output file, and the date and time that the file was created is automatically added to the file name.

          Note: The name value of an item appears on the Properties panel in the Name field.

        • If you run the request from a tool such as InfoAssist, a randomly-generated name is assigned to the output file, and the date and time that the file was created is automatically added to the file name.

Procedure: How to Change Redirection Settings

Before changing Redirection Settings, consult with a system or network administrator to assess the impact of your proposed changes on the applications involved and on the user experience within your organization. If you require further assistance, consult with Customer Support Services.

  1. In the Administration Console, on the Configuration tab, click Redirection Settings.
  2. In the Redirect list:
    1. Click yes to redirect the output to a temporary directory for files using the specified extension.
    2. Click no to allow the output to be processed as directed by the value assigned to the Save Report setting.
    3. Click len to redirect report content to a temporary directory only when it exceeds the buffer size defined in the IBIWF_sendbufsize setting.
  3. In the Save Report list:
    1. Click yes to prompt users in the browser to open or save the output for files using the specified extension.
    2. Click no to open output directly in the Browser or application without prompting users to open or save it.
  4. If you want to encrypt the redirection settings, select the Encrypt check box at the bottom of the screen.
  5. Click Save to save your changes in the Redirection Settings panel.

Saving GRAPH (PNG, SVG, GIF, JPEG, or JPG) Requests

In order to use the Save Report functionality for GRAPH requests that specify a PNG, SVG, GIF, JPEG, or JPG format in the procedure, you must take the following steps:

  1. Set Save Report to yes for the .htm extension.

    Running a server-side GRAPH request creates an HTM file that contains a link to the actual graph output, which is stored as a temporary image file with a .jpeg, .jpg, .gif, .svg, or .png extension.

  2. When you execute a GRAPH request, if you select the Save option when prompted to open or save the output, the output is saved to an HTM file using only a reference to the graph image, which will eventually expire and be deleted from the server, as determined by the temporary file expiration settings in the Client Configuration.
  3. To preserve the output of the GRAPH request, open the saved HTM file, right-click the graph image, and select Save Picture As to save it to disk permanently. You can then substitute an absolute reference to the saved image file in the HTM output file.

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