ibi Data Migrator Setup

In addition to providing a graphical interface for designing flows, the ibi Data Migrator desktop interface can also be used to perform the major setup and administrative tasks.

Note: When you install Windows WebFOCUS Reporting Server on a computer where you are building flows, the ibi Data Migrator desktop interface is installed automatically. For machines where the WebFOCUS Reporting Server is not installed, the ibi Data Migrator desktop interface must be installed separately; although, it can be installed using a UNC location and then accessed from the shared drive for multiple desktops. For more information, see Running the ibi Data Migrator Client in Zero Footprint Mode. Additionally, the ibi Data Migrator Client installation can be done silently. For more information, see Performing a Silent Installation.

ibi WebFOCUS Environments

The ibi Data Migrator desktop interface allows you to configure the mid-tier environment for a WebFOCUS Reporting Server.

Requirements for Installing the ibi Data Migrator Desktop Interface

To install the separate ibi Data Migrator desktop interface, you need the following:

  • 5 GB of hard disk space.
  • 2 GB of RAM.
  • SVGA or higher resolution graphics card.
  • A mouse or compatible pointing device supported by Windows.
  • A network (TCP/IP) connecting to the server.
  • Any Windows operating system currently supported by Microsoft®.

Install the ibi Data Migrator Desktop Interface

    Procedure
  1. Close any open programs.
  2. Download the product archive from the download site and unzip to a directory on your hard drive. In Windows Explorer, navigate to the directory and run setup_dm_client.exe.
    Note: There may be other .exe files in the archive for the WebFOCUS Reporting Server installation, as well as the ODBC Client installation. The setup_dm_client.exe file is the installer that you want to use.

    The setup program begins and the InstallShield Wizard opens.

  3. In the Choose Setup Language window, select a language and click Next.
  4. The InstallShield Wizard displays the Select the Program Folder and Standard Location Prompt dialog, as shown in the following image.

  5. The default Program Folder name, as it appears in the Windows Start menu, is Information Builders\WebFOCUS DM 90 Client\WebFOCUS DM 91 Client\WebFOCUS DM 92 Client. If you wish to use a different folder name, type it here, but the text must contain WebFOCUS, IBI, or iWay, and the text DM Client. It can contain any interceding numbers, such as 909192. Double spaces are ignored.
  6. Accept the default root and product configuration directories, or browse to directories in which you prefer to install your software. Click Next.

    The Configure Basic Server Information dialog opens.

  7. When you install the software, you can set up communication to a server. When you start the software, the server you identify here appears in the Server list in the navigation pane. The following image shows the Configure Basic Server InformationConfigure Remote Server dialog.

    The Configure Basic Server Information page of the Data Migrator Installation Wizard showing the Server Administrator ID and Password fields and the HTTP Listener Port field.

    • If you enter a user ID and password in the Server Administrator ID and PasswordSecurity boxes, the client saves the entries, setting security to  Explicit by default. You will not be prompted for them again from the ibi Data Migrator desktop interface. This step is optional.
    • In the HTTP Listener Port box, enter the port number of the WebFOCUS Reporting Server. If you used the defaults when you installed your server, the HTTP Listener port number is 8121.
      Note: The server uses a group of six ports, starting one less than the port entered here.
    • In the Host box, type the computer name or IP address where the WebFOCUS Reporting Server is running.
  8. Click Next.
  9. Click Continue.

    Files are copied to the designated locations. Percent of progress is noted during this process.

    Informational messages indicate that the setup is configuring the product based on your specifications and that the program folder and icons are being created.

  10. Optionally, you can start the ibi Data Migrator desktop interface as soon as the installation is complete, or finish (exit) the installation.

Open the ibi Data Migrator Desktop Interface and Connect to an ibi WebFOCUS Reporting Server

Note: For ibi Data Migrator Client Windows installations, the ibi Data Migrator desktop interface start icon can be found in the Information Buildersibi\WebFOCUS 90 DM ClientWebFOCUS 91 DM ClientWebFOCUS 92 DM Client folder as the Data Management Console. For Windows server installations, the ibi Data Migrator desktop interface start icon can be found in the Information Buildersibi\WebFOCUS 90 ServerWebFOCUS 91 ServerWebFOCUS 92 Server folder as the Data Management Console.

As an alternative, the ibi Data Migrator Client can be installed using a UNC location and then accessed from the shared drive. To configure and use the ibi Data Migrator desktop interface from a UNC location, see Running the ibi Data Migrator Client in Zero Footprint Mode.

    Procedure
  1. On a Windows system, click the Start menu, and click Programs. If using Windows 10, click All Apps.
  2. Click Information Buildersibi, then WebFOCUS 90WebFOCUS 91WebFOCUS 92 DM Client\Data Management Console or WebFOCUS 90WebFOCUS 91WebFOCUS 92 Server\Data Management Console.

    The ibi Data Migrator desktop interface opens with the available servers listed in the navigation pane on the left.

  3. Right-click the server that you wish to use and click Connect.

    If you have not entered connection information, the ibi Data Migrator desktop interface login dialog opens. Enter the credentials in the fields provided.

  4. If your server has security enabled, type your user ID and password in the User Name and Password fields. If you are connecting with a domain user ID, select the domain from the dropdown menu.

    Windows requires that your username be no longer than 32 characters.

    Note: If you select Save credentials, you do not need to enter these credentials each time you connect, and the dialog does not appear. However, you must reenter this information when you change your password for the server. To do so, right-click the server name in the navigation tree and click Properties to reopen the Remote Server Configuration dialog.
  5. Click Connect.

    For data retrieval and processing to occur, you must perform this connection step each time you start the ibi Data Migrator desktop interface.

Add a Node to Identify the ibi WebFOCUS Reporting Server to the ibi Data Migrator Desktop Interface

You can set up the ibi Data Migrator desktop interface to connect to any number of servers in your enterprise.

When the ibi Data Migrator desktop interface opens for Windows servers, the default LOOPBACK node is listed under Servers in the navigation pane. It does not appear if you open the desktop interface from a non-Windows installation.

Warning: Do not delete or rename the LOOPBACK node, since it is required for internal processing.

To add another server node in this location:

    Procedure
  1. Right-click Servers and click Add Server Node.

    The Server Node Configuration dialog opens, as shown in the following image.

    Server Node Configuration dialog

    Note: The ibi Data Migrator desktop interface connects to server nodes using an HTTP listener port and the properties specified in the Host section. Applications that connect using the EDA API, like Resource Analyzer/Resource Governor, use a TCP listener port and the properties specified in the Advanced Parameters section.
  2. In the Host box, type the computer name or IP address where the server is running. For a server running on the same PC as the client, you can type localhost.
  3. In the HTTP Listener Port box, enter the port number of the server, which is 8121 if you used the installation defaults. This port listens to all incoming requests from the ibi Data Migrator desktop interface and the WebFOCUS Reporting Server browser interface.
  4. In the Node Name box, type a name for the server node you wish to add.
  5. Optionally, type a description of the node in the Node Description box.
  6. Optionally, use a Secured Sockets Layer (SSL) by selecting that checkbox in the Advanced Parameters section.
  7. Security is set to Explicit by default. When this setting is in effect, the User ID and password you used to log in to Windows are not passed to the server. If security is required, you must enter it either at the connection time or in the Security credentials field to the right.

    Alternatively, for servers running on Windows, you can choose IWA (Integrated Windows Authentication), which passes the Windows User ID and password to the server when a connection is made.

  8. Click Save.

    The node is added to the Servers tree, as shown in the following image.

    You can test the connection between the ibi Data Migrator desktop interface and the server you have added.

Test the ibi WebFOCUS Reporting Server

 

Before you proceed, it is recommended to test the connection between the ibi Data Migrator desktop interface and the Server.

To ensure that the server is running and that you are able to retrieve sample data:

    Procedure
  1. In the ibi Data Migrator desktop interface, double-click the server name. If you can connect to the server, multiple folders, including Application Directories, Adapters, and others, open in the navigation pane.
  2. Expand the Application Directories folder.

    If you can see the list of application directories, you are connected to the server.