Using the ibi WebFOCUS Administration Console

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

Opening the Administration Console

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

Therefore, 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 available for review and updates. You can 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.

Opening the ibi WebFOCUS Administration Console

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

Therefore, before you can open the Administration Console, you must sign in with a User ID that is assigned to the Administrators Group and therefore automatically includes the Display Administration Console (opWFAdminConsole) Session privilege in the Administrator Privilege Category and the Access Resource (opList) all subsystems privilege in the Basic Reporting category.

The Display Administration Console privilege gives the administrator access to the Administration Console itself. The Access Resource privilege gives the administrator access to the Configuration subsystem from which the settings and values displayed in the Administration Console are taken.

Note: As a best practice we recommend that you limit access to the Administration Console to users assigned to the Administrators group. We do not recommend that you attempt to provide access to users assigned to other groups by adding the Display Administration Console and Access Resource privileges to their user or group profile.

Therefore, before you can open the Administration Console, you must sign in with a User ID that has the privilege to do so. You can then open the Administration Console by using one of the following methods.

If your User ID includes these privileges, you can open the Administration Console by using one of the following methods.

On the Hub:

• In the side navigation pane, select Management Center and then, under Client Administration, select Administration Console.

On the WebFOCUS Home Page:

• Click your User Account Icon, point to Administration, and then click Administration Console.

In the browser address bar:

• Type the following URL:

  http(s)://host:port/context/admin								

  where:

  host

  Is the name or IP address of the host used to access WebFOCUS.

  port

  Is the number of the port on which the Web Server or Application Server listens.

  This value is optional, and it should be excluded if the URL uses the default port for the protocol it uses in the scheme, which is port 80 for URLs using the http protocol or port 443 for URLs using the https protocol.

  context

  Is the specific context used for WebFOCUS. For example, ibi_apps.

  Note: If you are signed into WebFOCUS, and the machine id, port, and context already appear in the address bar, you only need to type over that part of the path that follows the context with the term /admin.

Sign In to the Administration Console From the Start Menu

Procedure
1. If WebFOCUS has been installed on a Windows 7 machine:
   1. Click the Start button, and then expand the Information Builders folder.
   2. Expand the WebFOCUS 82 folder, and then click WebFOCUS Administration Console.
   3. Continue with step 3.
2. If WebFOCUS has been installed on a Windows 10 machine:
   1. Click the Start button.
   2. Scroll down the Apps list to the Information Builders folder.
   3. If you are using the Integrated Installation of WebFOCUS, select the Windows Integrated Installation folder to open the Windows Integrated Installation File Explorer window, and select Run WebFOCUS, and sign in.

      Perform one of the following steps to open the Administration Console.

      • On the Hub, in the side navigation pane, select Management Center, and then, under Client Administration, select Administration Console.

        Or

      • From the User Menu, select Switch Homepage, and WebFOCUS Homepage, In the banner of the WebFOCUS Home page, select Settings, and then select Administration Console.
   4. If you are not using the Integrated Installation of WebFOCUS, expand the Information Builders folder, select WebFOCUS Administration Console, and sign in with the User Name and Password of a user who has privileges to open the Administration Console.

Sign in to the Administration Console From a Browser Window

Procedure
1. Go to the URL:

   http(s)://host:port/context/admin								

   where:

   host

   Is the name or IP address of the host used to access WebFOCUS.

   port

   Is the number of the port on which the Web Server or Application Server listens.

   This value is optional, and it should be excluded if the URL uses the default port for the protocol it uses in the scheme, which is port 80 for URLs using the http protocol or port 443 for URLs using the https protocol.

   context

   Is the specific context used for WebFOCUS. For example, ibi_apps.

2. On the Sign in page, type the User Name 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 Chose language and then click the language you want to use in the language list.

Opening the ibi WebFOCUS ReportCaster Console

You can make global configuration changes in the ReportCaster server environment by using the ReportCaster Console. WebFOCUS makes the ReportCaster Console available to you from the Administration Console and the menu bar.

Before you can open the ReportCaster Console, you must sign in with a User ID that has the privilege to do so. You can then open the ReportCaster Console in one of the following ways.

On the WebFOCUS Home Page:

• Click the User menu, point to Tools, and then click ReportCaster Status.

or

• Click the User menu, point to Administration, and then click Administration Console. On the Administration Console, click the ReportCaster tab.

On the Legacy Home Page:

• On the BI Portal menu bar, click Tools, and then click ReportCaster Status.

or

• On the BI Portal menu bar, click Administration, and then click Administration Console. On the Administration Console, click the ReportCaster tab.

For more information about ReportCaster, see the ReportCaster Users Guide.

Opening the ibi WebFOCUS ReportCaster Console

You can make global configuration changes in the ReportCaster server environment by using the ReportCaster Console. WebFOCUS makes the ReportCaster Console available to you from the Main Menu on the Hub, from the Utilities menu on the WebFOCUS Home Page, and from the ReportCaster tab on the Administration Console.

Before you can open the ReportCaster Console, you must sign in with a User ID that has the privilege to do so. You can then open the ReportCaster Console by selecting one of the following methods.

On the Hub:

• Above the side navigation pane, select Main Menu, and under Quick Access, select ReportCaster Status.

On the WebFOCUS Home Page:

• In the banner, select Utilities, and then select ReportCaster Status.

or

• In the banner, select Utilities, and then select Administration Console. On the Administration Console, click the ReportCaster tab.

For more information about ReportCaster, see the ibi™ ibi™ WebFOCUS® ReportCaster Guide.

Working With Home Pages

The Redirect /ibi_apps to setting defines the default landing page for your product installation.

Once you have started your work session, you can open any of these home pages, regardless of your default home page configuration. This capability is especially important if you need to use features that are only available on that page.

You can also sign in to any home page by typing the URL for it in your browser window. However, you will return to the default home page defined in the Redirect /ibi_apps to setting during your work session.

Note: The name assigned to the Redirect /ibi_apps to setting can vary, depending upon the name assigned to the main context or alias in use in your configuration of WebFOCUS. This setting typically displays the term /ibi_apps because that term is typically used as the main context or alias for an installation of WebFOCUS. If your organization uses a different main context or alias, that value will appear in this setting instead. Regardless of the main context name assigned to it, this setting appears as the first setting on the BI Portal settings page of the Configuration tab in the Administration Console.

Open the Hub From a Browser Window

Procedure
1. In the browser address bar, type the following URL:

   http(s)://host:port/context/

   where:

   host

   Is the name or IP address of the host used to access ibi WebFOCUS.

   port

   Is the number of the port on which the Web Server or Application Server listens.

   This value is optional, and it should be excluded if the URL uses the default port for the protocol it uses in the scheme, which is port 80 for URLs using the http protocol or port 443 for URLs using the https protocol.

   context

   Is the specific context used for ibi WebFOCUS. For example, ibi_apps.

   Note: If you are signed in, and the machine id, port, and context already appear in the address bar, you only need to clear that part of the path that follows the context.

2. If your user authentication method does not require you to sign in, or if you are already authenticated, the Hub opens automatically.
3. If your user authentication method requires you to sign in, on the Sign in page, type a valid User name and Password, and then click Sign in.

   The Hub opens in response.

Open the ibi WebFOCUS Home Page From a Browser Window

Procedure
1. In the browser address bar, type the following URL:

   http(s)://host:port/context/home

   where:

   host

   Is the name or IP address of the host used to access WebFOCUS.

   port

   Is the number of the port on which the Web Server or Application Server listens.

   This value is optional, and it should be excluded if the URL uses the default port for the protocol it uses in the scheme, which is port 80 for URLs using the http protocol or port 443 for URLs using the https protocol.

   context

   Is the specific context used for WebFOCUS. For example, ibi_apps.

   Note: If you are signed in to WebFOCUS, and the machine id, port, and context already appear in the address bar, you only need to type over that part of the path that follows the context with the term /home.

   home

   Is the case-sensitive path that opens the WebFOCUS Home Page.

2. If your user authentication method does not require you to sign in, or if you are already authenticated, the WebFOCUS Home Page opens automatically.
3. If your user authentication method requires you to sign in, on the Sign in page, type a valid User name and Password, and then click Sign in.

   The WebFOCUS Home Page opens in response.

Open the ibi WebFOCUS Home Page From a Browser Window

Procedure
1. In the browser address bar, type the following URL:

   http(s)://host:port/context/home

   where:

   host

   Is the name or IP address of the host used to access WebFOCUS.

   port

   Is the number of the port on which the Web Server or Application Server listens.

   This value is optional, and it should be excluded if the URL uses the default port for the protocol it uses in the scheme, which is port 80 for URLs using the http protocol or port 443 for URLs using the https protocol.

   context

   Is the specific context used for WebFOCUS. For example, ibi_apps.

   Note: If you are signed in, and the machine ID, port, and context already appear in the address bar, you only need to type over that part of the path that follows the context with the term /home.

   home

   Is the case-sensitive path that opens the WebFOCUS Home Page.

2. If your user authentication method does not require you to sign in, or if you are already authenticated, the WebFOCUS Home Page opens automatically.
3. If your user authentication method requires you to sign in, on the Sign in page, type a valid User name and Password, and then click Sign in.

   The WebFOCUS Home Page opens in response.

Open the Legacy Home Page From a Browser Window

Procedure
1. In the browser address bar, type the following URL:

   http(s)://host:port/context/legacyhome

   where:

   host

   Is the name or IP address of the host used to access WebFOCUS.

   port

   Is the number of the port on which the Web Server or Application Server listens.

   This value is optional, and it should be excluded if the URL uses the default port for the protocol it uses in the scheme, which is port 80 for URLs using the http protocol or port 443 for URLs using the https protocol.

   context

   Is the specific context used for WebFOCUS. For example, ibi_apps.

   legacyhome

   Is the case-sensitive path that opens the Legacy Home Page.

   For example:

   https://Server01:8080/ibi_apps/legacyhome

2. If your user authentication method does not require you to sign in, or if you are already authenticated, the Legacy Home Page opens automatically.
3. If your user authentication method requires you to sign in, on the Sign in page, type a valid User name and Password, and then click Sign in.

   The Legacy Home Page opens in response.

Switch Home Pages

Procedure
1. On the Hub, expand the User menu, select the Switch Home Page option, and then select either WebFOCUS Home Page or Legacy Home Page.

Open the Legacy Home Page From the ibi WebFOCUS Home Page

Procedure
1. On the WebFOCUS Home Page, in the User menu, click Legacy Home Page.

   Note: If the Show Legacy Home Page option in Banner Links check box is cleared in the Redirect /ibi_apps to setting, located on the BI Portal pane of the Administration Console Configuration Tab, the Legacy Home Page command will not be visible.

Open the Legacy Home Page From the ibi WebFOCUS Home Page

Procedure
1. On the WebFOCUS Home Page, in the User menu, click Legacy Home Page.

   Note: If the Show Legacy Home Page option in Banner Links check box is cleared in the Redirect /ibi_apps to setting, located on the BI Portal pane of the Administration Console Configuration Tab, the Legacy Home Page command will not be visible.

Open the Portals Home Page From a Browser Window

Procedure
1. In the browser address bar, type the following URL:

   http(s)://host:port/context/portals

   where:

   host

   Is the name or IP address of the host used to access WebFOCUS.

   port

   Is the number of the port on which the Web Server or Application Server listens.

   This value is optional, and it should be excluded if the URL uses the default port for the protocol it uses in the scheme, which is port 80 for URLs using the http protocol or port 443 for URLs using the https protocol.

   context

   Is the specific context used for WebFOCUS. For example, ibi_apps.

   portals

   Is the case-sensitive path that opens the Portals Home Page.

2. If your user authentication method does not require you to sign in, or if you are already authenticated, the Portals Home Page opens automatically.
3. If your user authentication method requires you to sign in, on the Sign in page, type a valid User name and Password, and then click Sign in.

   The Portals Home Page opens in response.

Open a Custom Welcome Page From a Browser Window

Procedure
1. In the browser address bar, type the following URL:

   http(s)://host:port/context/path

   where:

   host

   Is the name or IP address of the host used to access WebFOCUS.

   port

   Is the number of the port on which the Web Server or Application Server listens.

   This value is optional, and it should be excluded if the URL uses the default port for the protocol it uses in the scheme, which is port 80 for URLs using the http protocol or port 443 for URLs using the https protocol.

   context

   Is the specific context used for WebFOCUS. For example, ibi_apps.

   path

   Is the case-sensitive path that opens the Custom Welcome Page.

   For example:

   • To use the alias of the Retail Samples Collaborative Portal to identify your Custom Welcome Page, after the context term type:

     portal/retail_samples

     In this example, retail_samples is the alias for this Collaborative Portal.

   • To use the full URL of the Retail Samples Collaborative Portal to identify your Custom Welcome Page, after the context term type:

     portal/Retail_Samples/Portal/Retail_Samples

   • To use the full URL of the Retail Samples Basic Portal to identify your Custom Welcome Page, after the context term type:

     bip/portal/Retail_Samples

   Note: If you are signed in, and the machine id, port, and context already appear in the address bar, you only need to type over that part of the path that appears after the context with the remaining path to the Custom Welcome Page.

2. If your user authentication method does not require you to sign in, or if you are already authenticated, the Custom Welcome Page opens automatically.
3. If your user authentication method requires you to sign in, on the Sign in page, type a valid User name and Password, and then click Sign in.

   The Custom Welcome Page opens in response.

Open a Custom Welcome Page From a Browser Window

Procedure
1. In the browser address bar, type the following URL:

   http(s)://host:port/context/path

   where:

   host

   Is the name or IP address of the host used to access WebFOCUS.

   port

   Is the number of the port on which the Web Server or Application Server listens.

   This value is optional, and it should be excluded if the URL uses the default port for the protocol it uses in the scheme, which is port 80 for URLs using the http protocol or port 443 for URLs using the https protocol.

   context

   Is the specific context used for WebFOCUS. For example, ibi_apps.

   path

   Is the case-sensitive path that opens the Custom Welcome Page.

   Note: If you are signed in, and the machine id, port, and context already appear in the address bar, you only need to type over that part of the path that appears after the context with the remaining path to the Custom Welcome Page.

2. If your user authentication method does not require you to sign in, or if you are already authenticated, the Custom Welcome Page opens automatically.
3. If your user authentication method requires you to sign in, on the Sign in page, type a valid User name and Password, and then click Sign in.

   The Custom Welcome Page opens in response.

Navigating the ibi WebFOCUS Administration Console

The Administration Console contains a menu bar and four tabs that help you navigate to its settings and other features.

These tabs organize administration activities into the following categories:

 

• Configuration. Configures WebFOCUS Reporting Server connections, Application Settings, Custom Settings, NLS Settings, Redirection Settings, the Dynamic Language Switch, and InfoAssist Properties. This tab also connects you to the Role Update Utility and HTML5 Chart Extensions.
• Security. Configures general security settings for Internal and External Authentication, and zone-based settings for Authentication, and Request Matching.
• ReportCaster. Opens the ReportCaster Console where you can configure ReportCaster, restart the Distribution Server, configure environment parameters, and turn traces on and off. The Administration Console authenticates to ReportCaster with the value of the user ID, IBIMR_RC_SVCUSER. If this authentication fails, users are prompted for their credentials.
• Diagnostics. Displays component installation and configuration details, turns WebFOCUS logging on or off, and enables administrators to view or create zip copies of log files. This tab also connects you application file logs, created when you run stand-alone utilities, and to the Lru Cache statistics page.

  You can view traces with the Session Viewer, which is accessible from one of the following locations.

  • From the Hub, select the View Sessions option from the Tools menu.
  • From the WebFOCUS Home Page, select the Session Viewer option from the Utilities menu.
  • From the Legacy Home Page, select the Session Viewer option from the Tools menu on the BI Portal Menu bar.

Options on the menu bar connect you to such basic tasks as reviewing WebFOCUS and third party licensing information, clearing the cache, closing the Administration Consolewhen you open it from the WebFOCUS Home Page or the Legacy home page

, or opening Help.

To update or review an Administration Console setting, click a tab, and then click the folder or page icon from the main menu on your selected tab. The main window refreshes and the individual settings assigned to your selected page become available.

Navigating the Configuration Tab

The Configuration tab contains settings and features that describe WebFOCUS Reporting Server connections and other application settings, which are listed and described in the following table.

Folder [Page]	Available Functionality
Reporting Servers	The Reporting Servers subfolders contain the tools that manage all connections from the Client to individual reporting servers. Using the following sub-folders, you can: Server Connections. Add and change Remote Services settings. Alternate Server Mappings. Configure alternate mappings to individual Remote Servers. Cluster Mappings. Configure a detailed connection from the client to multiple Remote Servers that includes security settings, encryption methods, and time-out limits. Legacy Cluster Configurations. Configure a basic connection from the client to multiple Remote Servers that includes no additional details.
Configuration [Application Settings]	Pages in the Application Settings folder of the Configuration tab include settings for the following functional areas: Application Caches Application Contexts Application Directories BI Portal Change Management Client Settings Deferred Reporting Diagnostic/Tracing Encryption ESRI Filters Magnify Multiple Reports On-Demand Paging OLAP* Other Parameter Prompting Quick Data Repository Source Code Management Search Text Generation Server Validation *OLAP settings are visible only if the Enable OLAP check box has been selected.

Folder [Page]	Available Functionality
Configuration [Custom Settings]	The Custom Settings page of the Configuration tab contains a text-based input field where you can define advanced customization settings for the Client. Using this page, you can: Customize Client settings. WebFOCUS Client settings" /> Create a Client site profile. Create a Client universal profile. Configure custom variables to include in WebFOCUS Reporting Server requests.
Configuration [NLS Settings]	The NLS Settings page of the Configuration tab contains National Language Support settings.
Configuration [Dynamic Language Switch]	The Dynamic Language Switch page of the Configuration tab contains a list of languages that can be included in this product installation. Dynamic Language Switch settings are stored in the languages.xml file located in the drive:\ibi\WebFOCUS82\config directory.
Configuration [Redirection Settings]	The Redirection Settings page of the Configuration tab contains settings that manage the redirection of report output.
Configuration [InfoAssist Properties]	The InfoAssist Properties page of the Configuration tab contains properties that configure reporting options in the InfoAssist reporting tool.
Configuration [Role Update Utility]	The Role Update Utility page of the Configuration tab contains settings that identify the differences between the privileges currently assigned to roles in the repository and their corresponding package roles.
Configuration [HTML5 Chart Extensions]	The HTML5 Chart Extensions page of the Configuration tab contains all HTLM5 chart extensions currently installed in your local installation. Features on this page allow you to upload HTML5 chart extensions, enable or disable their use in InfoAssist and ibi™ WebFOCUS® Designer, and uninstall them when no longer needed.

Navigating the Security Tab

The Security tab contains internal, external, and advanced security settings, and the settings for security zones, which are listed and described in the following table.

Folder [Page]	Available Functionality
Security Configuration [Internal]	The Internal page of the Security tab contains sign-in and password settings for authentication and authorization managed within WebFOCUS.
Security Configuration [External]	The External page of the Security tab contains settings that define the method and location of authentication and authorization activities managed by third-party applications outside of WebFOCUS.
Security Configuration [Advanced]	The Advanced page of the Security tab contains settings that identify a Root User, an Anonymous User, and a WebFOCUS Reporting Server Anonymous User to support security management and administration activities managed by WebFOCUS.
Security Zones Default [Authentication, Request Matching]	The Default Security Zone pages contain settings that identify the default authentication method used for any request not processed by one of the other zones.
Security Zones Mobile [Authentication, Request Matching]	The Mobile Security Zone pages contain settings that define the Authentication method for WebFOCUS mobile products, including the Mobile Favourites.
Security Zones Portlet [Authentication, Request Matching]	The Portlet Security Zone pages contain settings that define the Authentication method for Open Portal Services products, including SharePoint.
Security Zones Alternate [Authentication, Request Matching]	The Alternate Security Zone pages contain settings that define an alternate authentication method to that used by the Default Security Zone for requests within the same installation of WebFOCUS.

Navigating the ReportCaster Tab

When you click the ReportCaster tab, the ReportCaster Server Status page opens, by default. Features on that page identify the current status of ReportCaster Server operations. For more information, see the ReportCaster Users Guide.

Navigating the Diagnostics Tab

The Diagnostics tab contains settings and features that describe system performance and activities, which are listed and described in the following table.

Folder [Page]

Available Functionality

Diagnostics

The Diagnostics section of the Administration Console contains the following functional areas: About WebFOCUS. Displays version and release information about your installation of WebFOCUS. Client Verification. Displays your directory permissions and the status of your ability to perform common operations. HTTP Request Info. Displays information about HTTP request headers. JVM Property Info. Displays information about your Java Virtual Machine environment. Session Monitor. Displays session monitor events and links to detailed traces. Log Files. Displays links to WebFOCUS log files. Application Log Files. Displays links to all log files generated from application utilities. Lru Cache Statistics. Displays current cache usage statistics.

Using the ibi WebFOCUS Administration Console Menu Bar

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

The Licenses Menu links you to information about your current ibi WebFOCUS license, to 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.
• Add new license numbers, if you are operating under a Legacy license.

Note: To review license information about third-party software packaged with the product installation, select the License option from the Help menu on the Hub.

Reviewing Client License Information

The WebFOCUS Client menu option opens the License Information dialog box. This dialog box identifies the current license key and the individual product components made available by that key. If you are operating under a Legacy license, you can also use this dialog box to replace the current license key with a new license key when your current license expires or changes.

	Available Functionality
License Information	The License Information section provides the following information: Product Edition. The name of the current product edition. License Key.The license key currently in use. Contains one of the following values. Golden_Key. This is the default value, indicating you are operating under a Golden Key license. Legacy License Key Number. The number of the internally-managed license key assigned to you when you installed the product. Displayed when operating under a Legacy license. License Key Expiration Date.The expiration date of the current license. Contains one of the following values. No Expiration. This value indicates that the license has no expiration date. This value appears when you are operating under a Golden Key license. Expiration Date. The date the license key will expire. This value appears when you are operating under a Legacy license. Note: If you are operating under a Legacy license, a warning message for the client license key expiration date begins to appear fourteen (14) days before the actual expiration date, by default. 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 in, and it is written to the event.log file located in the logs directory of the Client installation.
	User Licenses. The total number of available user licenses and the number of licenses used for each user category. Contains one of the following values. Unlimited. This value indicates that there is no limit on the maximum number of users. It appears when you are operating under a Golden Key license, and is the default value under that license. Number. This value identifies the total number of available user licenses and the number of licenses used for each user category. It appears when you are operating under a Legacy license, and can include the following user categories: Total Users Portal Users Designer/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.  ibi™ WebFOCUS® Self Service ibi™ WebFOCUS® Portal Designer/InfoAssist InfoAssist Basic ibi™ WebFOCUS® Mobile Magnify Quick Data ReportCaster Web Services Open Portal Services Data Visualization Enterprise Usage Monitor
	*Performance Management Framework - Configured by Performance Management Framework (PMF) Installation. Because the License Information dialog box only displays those products made available by your license key if you are operating under a Legacy license, one or more of the product components in this list may not appear in your installation. If you are operating under a Golden Key license, all product components are selected, by default. New License Key.This button opens the Update License dialog box, where you can add a new license key and site code. It appears only if you are operating under a Legacy license.

Managing Client Licenses

Configure License Codes

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

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

4. Click Save to implement the new license.

Managing Client Licenses

Configure License Codes

Procedure
1. In the Administration Console menu bar, select Licenses, and then select ibi™ WebFOCUS® Client.

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

2. Select New License Key.
3. Enter your new license key and site code.
4. Select Validate.

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

5. Select Save to implement the new license.

Reviewing User Audit Information

The User Audit command evaluates the repository license usage for Total Users, Portal Users, and Designer/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 also run the User Audit utility (license_audit.bat) from your local WebFOCUS installation directory, which is available in the following location.

For Windows: drive:\ibi\WebFOCUS82\utilities\mr

For UNIX or Linux: install_directory/ibi/WebFOCUS82/utilities/mr

in the standard installation, or

For Windows : drive:\ibi\WebFOCUS_WFI\WebFOCUS\utilities\mr

For UNIX or Linux: install_directory/ibi/WebFOCUS_WFI/WebFOCUS/utilities/mr

in the integrated installation.

The utility 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
Edition Name	The name of the current product edition. For example, ibiWebFOCUS Enterprise Edition.
Key	Displays your current license key, Golden_Key, by default.
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 Designer/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 not in use for each license type.
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: /Administrators /Anonymous /EVERYONE /Managers /SelfService Developers
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 IBFS path to 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: admin public wfdesktop
License Type(s)	Displays the license types assigned to each user, such as TU.
# Group w/Licenses	Displays the number of groups with licenses of which the user is a member.
First Group with Licenses	Displays the IBFS path to the first group to which the user was assigned.
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

Understanding ibi WebFOCUS Product Editions

WebFOCUS product editions adapt the size and scope of the tools and features available within WebFOCUS to match the varying requirements of different types of organizations.

The Application Edition is a scalable, self-service edition. Starting with a minimum of 100 users, and increasing in groups of ten, it accommodates business users and analysts who can author and deploy highly customized self-service analytical applications to a wide range of non-technical users. The licensing model for the Application Edition is based on seat pricing. In this edition, with two minor exceptions listed below, the Administration Console displays the full range of configuration settings, and administrators are able to customize values in these settings to conform to the requirements of their organization.

The Enterprise Edition is a full-scale, completely configurable, self-service edition. It is designed for organizations that want to deploy strategic analytical applications to thousands or even millions of users, including those outside of the organization. It is uniquely suited to scale the deployment of InfoApps to large user populations. The licensing model for the Enterprise Edition changes from seat pricing to server pricing, which is also known as core pricing. In the Enterprise Edition the Administration Console displays the full range of configuration settings, and administrators are able to customize values in all of these settings to conform to the requirements of their organization.

In general, the full range of settings in the Administration Console, and the features they represent, are available in each product edition. The only exceptions are listed in the following table.

Feature	Present in the Application Edition	Present in the Enterprise Edition
Anonymous Access	No	Optional
Multiple Sign ins Per User	No	Yes

Note that even within a product edition, the scope of available tools and features can vary by License Key configuration. The final evaluation of features available to an individual user in an installation of WebFOCUS, therefore, is the list of features that is visible in the License Information dialog box.

For more information about the scope of each product edition, contact your customer service representative.

Understanding ibi WebFOCUS Product Editions

Product editions adapt the size and scope of the tools and features available within ibi WebFOCUS to match the varying requirements of different types of organizations.

In the 8207 Release, the configuration of product editions depends upon the product offering you maintain.

Customer using the Golden Key license maintain unlimited access to product components and Administration Console settings.

Customers working with Legacy product offerings that provide more limited access to product components and Administration Console settings use a Legacy license they purchased.

Customers using a Legacy license maintain more limited access to product components and Administration Console settings that is based on the terms of the license they purchased.

Understanding ibi WebFOCUS Product Editions

ibiWebFOCUS product offerings, introduced in Release 8207.27.00, support the following product editions:

• Basic Edition. Accommodates up to 50 Named Users.
• Standard Edition. Accommodates up to 500 Named Users.
• Enterprise Edition. Accommodates up to 5000 Named Users.

A Named User is a consumer or author of ibi WebFOCUS content who can interact with the software through a dashboard or portal user interface to create or publish content.

The Golden Key license is assigned to each installation, by default, regardless of the product edition. The Golden Key License makes all authoring product components available to all Named Users, by default. A list of these product components appears in the Using the ibi WebFOCUS Administration Console.

Differences between the three product editions in the ibiWebFOCUS product offerings are based on the number of users and usage metrics. There is no variation in the range of available products and Administration Console settings.

Understanding Legacy Product Editions

The following legacy product editions are available in releases prior to 8207.27.00.

• Application Edition. Accommodates a minimum of 100 Users with no upper limit.

  The Application Edition is a scalable, self-service edition. Starting with a minimum of 100 users, and increasing in groups of ten, it accommodates business users and analysts who can author and deploy highly customized self-service analytical applications to a wide range of non-technical users. The licensing model for the Application Edition is based on seat pricing.

  This edition was discontinued in release 8207.27.00.

• Enterprise Edition. Accommodates a minimum of 100 Users with no upper limit.

  The Enterprise Edition is a full-scale, completely configurable, self-service edition. It was designed for organizations that want to deploy strategic analytical applications to thousands or even millions of users, including those outside of the organization. It is uniquely suited to scale the deployment of InfoApps to large user populations.

  This edition continues to be available in release 8207.27.00.

A unique Legacy License key is assigned to each installation, upon purchase. Access to the product edition purchased by the customer is encoded in the Legacy License key. This Legacy License key makes only those product components purchased by the customer available to Named Users. A list of these product components appears in the Reviewing Client License Information.

Differences between the product editions in the Legacy product offerings are based on the number of users and overall usage metrics. There are also two variations in the range of available Administration Console settings.

The Application Edition excludes the following two Administration Console settings:

• Anonymous Access. Located on the Authentication page for each Security Zone listed in the Administration Console Security tab. This setting enables administrators to make the Public user available in their product installation. For more information, see Anonymous Access.
• Multiple Sign-ins per User. Located on the Advanced settings page of the Administration Console Security tab. This setting enables users to maintain multiple sessions under the same sign-in, which enables multiple anonymous users to obtain access to system resources simultaneously. For more information, see the Multiple Sign-ins per User setting definition in Using Advanced Settings.

In the Application Edition, these two settings are not visible and are assigned preconfigured values. However, administrators can customize values in all of the remaining Administration Console settings to conform to the requirements of their organization.

The Enterprise Edition includes the full range of configuration settings, and administrators are able to customize values in all of these settings to conform to the requirements of their organization. Note that even though the Anonymous Access setting is available, it is not activated, by default.

Under the Legacy product offerings, the scope of available product components within a product edition can vary by the Legacy License key configuration. Therefore, the final evaluation of product components made available to an individual user is the list of product components that is visible in the License Information dialog box.

Run a User Audit From the Administration Console

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

   The License Analysis report opens in a separate browser window.

Run a User Audit From the Local ibi WebFOCUS Installation Directory

Procedure
1. Navigate to the following directory:

   For Windows: drive:\ibi\WebFOCUS82\utilities\mr

   For UNIX or Linux: install_directory/ibi/WebFOCUS82/utilities/mr

2. Double-click the User Audit utility file supported by your operating system:

   For Windows: license_audit.bat

   For UNIX and Linux: license_audit.sh

3. When prompted, type a valid Administrator ID and press Enter.
4. When prompted, type the password that accompanies the Administrator ID and press Enter.

   The batch file generates the report, and stores it in the following location:

   On Windows: drive:\ibi\WebFOCUS82\utilities\mr\auditUserCounts.htm

   On UNIX or Linux: install_directory/ibi/WebFOCUS82/utilities/mr/auditUserCounts.htm

5. Double-click the file auditUserCounts.htm to open the License Analysis report.

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 in WebFOCUS:

• Description
• Version
• File(s)
• License
• Third-Party Links

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

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 in WebFOCUS:

• 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 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 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 an administrative user to clear the cache to take effect, others require an administrative user to recycle the web application. This activity also clears any data values stored in the Data Values Cache, the Meta Data Cache and the Server Configuration Cache.

The Clear Cache activity also terminates any active searches by closing the existing index readers and index searchers and saves any changes to the Magnify Search interface that were made by updating values in the collections.xml file and style sheet files. However, this activity does not close active index writers, nor does it remove existing search results.

Closing the ibi WebFOCUS Administration Console

When you are working on the WebFOCUS Home page, the Close command closes the Administration Console. After the console closes, you remain signed in as an administrator.

Note: This command does not appear on the Administration Console menu bar when you open the Console directly from the Hub. You can close the Administration Console by selecting another option from the side navigation pane.

Opening the ibi WebFOCUS 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.