Installing ibi WebFOCUS Integrated Installation

This topic provides the step-by-step instructions that you need to install WebFOCUS Integrated Installation on a Windows or Linux environment.

Important: As of Release 9.0.0, the WebFOCUS system file configuration no longer includes the ibi_html directory, located at drive:\ibi\WebFOCUS_WFI. If you store customized stylesheet files or other files in the ibi_html directory, you must upload them from this directory to the WebFOCUS Repository before installing or upgrading to WebFOCUS Release 9.0.0 or later. If you do not take this precaution, you lose customized files stored in the ibi_html directory.

We recommend that you copy customized stylesheet files into the same workspace as the reports that call them, or in a common workspace, if the stylesheets support content in multiple workspaces. You must also revise the links to these customized stylesheet files in existing procedures to identify their new location. For more information, see the Uploading Files topic in the ibi™ WebFOCUS® User Guide technical content.

Installing ibi WebFOCUS Integrated Installation on a Windows Environment

The following section describes how to install WebFOCUS Integrated Installation on a Windows environment.

You can begin using WebFOCUS Integrated Installation immediately after you install the product. No additional configuration steps are required.

ibi WebFOCUS Integrated Installation System Requirements for Windows

To install WebFOCUS Integrated Installation, you must have Administrator privileges. Additionally, your machine must meet the following system requirements defined in Hardware Requirements and Software Requirements.

Hardware Requirements

• 4-core processor, 2.5 GHz minimum per core. 8-core processors are recommended for better performance.
• 16 GB of RAM or higher is recommended for optimal performance.
• 12 GB of free disk space.
• Ensure that the Windows page file is properly configured and that it is set to Automatically manage paging file size. For Windows 64-bit, the recommended paging file size is three times the size of the RAM.

Software Requirements

• Windows 11 (for prototype and testing), Windows 10, Windows 2022, Windows 2019, and Windows 2016 Server editions.
• Supported browsers: Google Chrome^™, Mozilla Firefox^®, Microsoft Edge^®.

  For more details on browser support, see the ibi™ WebFOCUS^® Release Notes.

Install ibi WebFOCUS Integrated Installation

Procedure
1. Download the installation files.
2. Run the executable application file (.exe). If the file is available in a zip format, extract the contents, and then run the executable application file.

   Note:

   • The WebFOCUS Integrated Installation program includes the following third-party components: Tomcat 9.0.85, Java 11.0.22, and Derby 10.15.2.0. For more information on the third-party versions packaged with the product, see the ibi™ WebFOCUS® Release Notes.
     • The latest version of Tomcat is available at https://tomcat.apache.org.
     • The latest version of Oracle JRE is available at https://www.oracle.com/java/technologies/javase-jre8-downloads.html
     • The latest version of Derby is available at https://db.apache.org/derby.
   • Solr Version 9.5.0 is included with WebFOCUS Integrated Installation. Solr is an open-source, high-performance, full-featured enterprise-search platform. Solr uses the Apache Lucene^™ Java search library as its core for searching and indexing.

   Tomcat Memory Allocation

   • The Tomcat initial memory pool size (JvmMs) is configured to use 1/8 of the physical memory of the machine. For example, on a machine with 16 GB RAM, the pool size is set to 2124. The maximum memory pool size (JvmMx) is configured to use 1/4 of the physical memory of the machine. For example, on a machine with 16 GB RAM, the pool size is set to 4448.
   • You can change the Java memory allocation by running the WFIAppSrvw.exe Tomcat configuration utility, located in the drive:\ibi\WebFOCUS_WFI\tomcat\bin directory, and selecting the Java tab.

   WebFOCUS Reporting Server Memory Allocation

   • The default WebFOCUS Reporting Server memory allocation is set to half the amount of physical memory on the machine.
   • Memory configuration is done on the infobright.cnf file, located in the folder:

     drive:\ibi\WebFOCUS_WFI\srv\wfs\hs\ib_data\

   • Parameter ServerMainHeapSize specifies the size (in MB) of the main memory heap.

   The InstallAnywhere installation program opens, as shown in the following image.

   

3. Choose the appropriate language from the dropdown list and click OK.

   The list of languages depends on the regional language settings of the Windows Operating System where WebFOCUS Integrated Installation is being installed.

   Note: The language selected will be the language used during the installation program. This language is also used to set the code page of the Reporting Server, which is responsible for data access.

   If your data sources are in a different language, you have to change the code page of the WebFOCUS Reporting Server.

   The Introduction window opens, as shown in the following image.

   

4. Click Next to continue.

   The License Agreement window opens, as shown in the following image.

   

5. Select I accept the terms of the License Agreement, and then click Next.

6. You are prompted to enter the Customer ID, which was provided with your WebFOCUS software. Enter the customer ID and click Next.

   

   Note: If you have an earlier release of WebFOCUS Integrated Installation installed on your machine, the Choose Install Set window opens, as shown in the following image.

   

   From the Choose Install Set window, you can choose to upgrade a selected installation or install a full version.

   • To perform a new full installation, select Full Install and continue to step 6.
   • To update your existing installation to a new service pack, select Update and the existing instance you want to update.

     Important: The Hyperstage Upgrade Warning window opens, as shown in the following image.

     

     If you want to continue with the installation, select the checkbox to acknowledge that you agree to proceed with the upgrade. Otherwise, the installation will not proceed and you need to cancel the installation.

   • If you proceed with the upgrade installation, you are prompted to update your installation and to provide Administrator credentials to load new roles and BI Portal page templates, as shown in the following image. In addition, you must manually stop all WebFOCUS Integrated Installation services, except the WebFOCUS Repository Server service, before beginning the installation program. After typing the Administrator username and password, continue with step 10.

   

7. Click Next.

   The Chosen Destination window opens, as shown in the following image.

   

8. Type a destination folder for your WebFOCUS Integrated Installation or accept the default, and then click Next.

   The Setup Preferences window opens, as shown in the following image.

   

9. In the Setup Preferences window, complete the following steps:
   1. The installation program preconfigures a default Administrator username of admin, which can be changed, and requires that you type a password. You must complete the username credentials section to proceed with the installation. In the password field, type a password, and then confirm your password. These values are passed to the WebFOCUS Reporting Server so that there is a common set of Administrator credentials.

      Note: The Administrator username and password supports ASCII characters from 32 to 126 and cannot include the following characters: caret (^), ampersand (&), percent (%), or double quotation mark ("). Refer to the ASCII character table to determine the characters to use for the password. The password for the username must be between four and 20 characters. Leading blanks and trailing blanks are removed.

   2. Optionally, select the Configure email distribution checkbox to select the type of Mail Server to be used for report distribution. Valid options are:
      • Google. This requires a Google Account Name and Password.

        Note: Google may block sign-in attempts when delivering reports through WebFOCUS Integrated Installation. To allow WebFOCUS Integrated Installation to connect to the Google email account that was configured for email distribution, sign in to the Google account, navigate to My Account settings, select Sign-In & security, and turn the Allow less secure apps option to On.

      • Yahoo. This requires a Yahoo Account Name and Password.
      • Other. Select this for all other mail servers. This option requires you to type the host name or IP address for your SMTP mail server.

        Check the Advanced Configuration option if your mail server is configured with SSL or TLS and requires authentication.

   3. The Configure WebFOCUS services to start automatically checkbox is selected by default. You can leave this checkbox selected to keep the services Startup Type as Automatic. This ensures that the services required to run the product are always running, and will not require that you start the services manually, even if you restart the machine.

      Optionally, you can clear the Configure WebFOCUS services to start automatically checkbox so you can manually start and stop the WebFOCUS Integrated Installation services from the shortcut options found in the WebFOCUS Integrated Installation group, or through the Windows services program.

10. Click Next to continue.

    The Configure ports window opens, which indicates the ports used by all product components, as shown in the following image.

    

    Note: By default, Tomcat starts on port 25000. If ports are busy, the next available port is used. You can customize all ports, if necessary, by selecting the Configure ports checkbox.

11. Click Next to continue.

    The Pre-Installation Summary window for the installation opens.

    The following image shows an example of the Pre-Installation Summary window for a full installation.

    

    The following image shows an example of the Pre-Installation Summary window for an upgrade installation.

    

12. Confirm that the summary information is correct, and then click Install.
    The installation process begins, as shown in the following image.

    

13. When the installation completes, click Done to close the installation program.

    The Sign-in page opens, as shown in the following image.

    

14. Sign in using the Administrator credentials that you configured during the installation program.

Starting and Stopping ibi WebFOCUS Integrated Installation Services

The installation program installs the following services:

• Application Server
• Distribution Server
• WebFOCUS Reporting Server
• Repository Server
• Search Server

To view the status of these services, start your Windows Services program.

The following table shows the WebFOCUS Integrated Installation services as they appear in the Windows Services program. Select a service and use the toolbar to start or stop the service.

Display Name	Service Name
WebFOCUS WFI Application Server	WFIAppSvc
WebFOCUS WFI Distribution Server	WFIDistSvc
WebFOCUS WFI WebFOCUS Reporting Server	WebFOCUS WFI WebFOCUS Reporting Server
WebFOCUS WFI Repository Server	WFIReposSvc
WebFOCUS WFI Search Server	WFISrchSvc

Start or Stop ibi WebFOCUS Integrated Installation Services

Uninstalling ibi WebFOCUS Integrated Installation

If you want to remove an existing WebFOCUS Integrated Installation and want to perform a full installation of a later release, you can run the uninstall program.

Preserve Your Data

Procedure
1. Back up the WebFOCUS Repository Server and WebFOCUS Reporting Server application folders to a different location on your machine.

   By default, these are located in the following folders:

   • drive:\ibi\WebFOCUS_WFI\derby\
   • drive:\ibi\WebFOCUS_WFI\apps\
   • drive:\ibi\WebFOCUS_WFI\srv\wfs\hs\
2. Uninstall WebFOCUS Integrated Installation. You can uninstall WebFOCUS Integrated Installation from the Start menu, or manually, as described in Manually Uninstall ibi WebFOCUS Integrated Installation Components.

Restore and Move Backed Up Data

Procedure
1. Install WebFOCUS Integrated Installation.
2. After the installation program is complete, do the following:
   1. Manually stop the Repository Server service.
   2. Replace the new Repository Server and WebFOCUS Reporting Server application folders, using the backup directories that you created in step 1 of Preserve Your Data.
   3. Restart the Repository Server service.

Uninstall ibi WebFOCUS Integrated Installation

Procedure
1. From the Start menu, under the Information Builders Program group, navigate to the WebFOCUS Integrated Installation Uninstall shortcut.
2. Click Uninstall.

   The InstallAnywhere installation program opens.

3. In the Uninstall WebFOCUS Integrated Installation window, click Uninstall, as shown in the following image.

   

   The installation program begins and uninstalls the WebFOCUS Integrated Installation components.

Troubleshooting ibi WebFOCUS Integrated Installation

If you are unable to start WebFOCUS Integrated Installation, ensure that all services are running. If they are not, do the following:

• Stop all services.
• Restart the services.
• Restart WebFOCUS Integration Installation using the Run WebFOCUS shortcut available in the WebFOCUS Integrated Installation folder, under the Information Builders program group.

If this does not work, stop the services again.

Port Assignments

By default, ports in the range of 25000 to 25040 are checked for availability. If the installation program detects that no ports in that range are available, it then increases the range by 4 and checks again for availability. For example, if ports 25000 to 25040 are unavailable, ports 25004 to 25044 are then checked.

Default Port Assignments

• Ports 25000 to 25003 are used by the application server.
• Port 25010 is used by the repository server.
• Ports 25020 to 25023 are used by the Reporting Server.
• Port 25030 is used by the Distribution Server.
• Port 25040 is used by the Search Server.

ibi WebFOCUS Integrated Installation Log Files

WebFOCUS Integrated Installation creates log files in the following location for Windows:

drive:\Users\user_id\WebFOCUS_Integrated_Installation_Install_date_time.log

drive:\Users\user_id\WebFOCUS_WFI_Debug_date_time.log

where:

Troubleshooting the Uninstall Process

If you choose to uninstall WebFOCUS Integrated Installation, and the uninstall process fails, you can follow one of the procedures in this section to clean up your machine before reinstalling the product.

Before performing one of the following procedures, ensure that you have uninstalled WebFOCUS Integrated Installation, as described in Uninstalling ibi WebFOCUS Integrated Installation.

Manually Uninstall ibi WebFOCUS Integrated Installation Components

Procedure
1. Stop any running WebFOCUS Integrated Installation services on the system, as detailed in Start or Stop WebFOCUS Integrated Installation Services
2. Remove any remaining services from your machine.
   1. Locate the existing WebFOCUS Integrated Installation services. To get the service name, right-click the service in the Windows Services program and select Properties. The Properties window opens, where you can right-click the service name and click Copy, as shown in the following image.

      

   2. To remove a service, open the Command Prompt as an Administrator and issue the following command:

      sc delete "service_name"

      where:

      service_name

      Is the name of the service that you are manually deleting. For example:

      C:\sc delete "WFIAppSvc"

      Note: The service name must be enclosed in double quotation marks (") if it contains a space.

      Repeat this for the remaining services.

3. Open Task Manager and ensure that the process ibengine.exe is not running.
4. Remove files from disk, except for the WebFOCUS Reporting Server application folders and other folders containing application data, in case you need to save this data for later use.

   For example, if WebFOCUS Integrated Installation is installed on the C:\ drive, remove all folders under C:\ibi\WebFOCUS_WFI\, except for the following folders:

   • C:\ibi\WebFOCUS_WFI\apps\
   • C:\ibi\WebFOCUS_WFI\srv\wfs\hs\
   • C:\ibi\WebFOCUS_WFI\Derby\
5. From the Start menu, under the Information Builders program group, right-click the WebFOCUS Integrated Installation folder, select More, select Open file location, and then delete the folder.
6. Start the Windows Registry Editor, and remove the following registry keys.
   • HKEY_LOCAL_MACHINE\SOFTWARE\Information Builders\WebFOCUS
   • HKEY_LOCAL_MACHINE\SOFTWARE\Information Builders\Derby\WFIReposSvc
   • HKEY_LOCAL_MACHINE\SOFTWARE\Information Builders\WebFOCUS WFI WebFOCUS Reporting Server
   • HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Apache Software Foundation\Procrun 2.0\WFIDistSvc
   • HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Apache Software Foundation\Procrun 2.0\WFIAppSvc

Installing ibi WebFOCUS Integrated Installation on a Linux Environment

The following section describes how to install WebFOCUS Integrated Installation on a Linux environment. For more information on the supported Linux environments, see the ibi™ WebFOCUS® Release Notes.

The installation program includes the following third-party components: Tomcat 9.0.85, Java 11.0.22, and Derby 10.15.2.0. For more information on the third-party versions packaged with the product, see the ibi™ WebFOCUS® Release Notes.

• The latest version of Tomcat is available at https://tomcat.apache.org.
• The latest version of Oracle JRE is available at https://www.oracle.com/java/technologies/javase-jre8-downloads.html
• The latest version of Derby is available at https://db.apache.org/derby.

Solr Version 9.5.0 is included with WebFOCUS Integrated Installation. Solr is an open-source, high-performance, full-featured enterprise-search platform. Solr uses the Apache Lucene^™ Java search library as its core for searching and indexing.

ibi WebFOCUS Integrated Installation System Requirements on a Linux Environment

The following section describes the system requirements for installing WebFOCUS Integrated Installation on a Linux environment.

Installation Prerequisites

The following are installation prerequisites for installing WebFOCUS Integrated Installation on Linux:

• WebFOCUS Integrated Installation cannot be installed as the root user.

  If the root user is detected, the installation will exit and the following message displays:

  The installation cannot proceed under the root user account and will terminate. Restart the installation as a non-root user.

• When installing WebFOCUS Integrated Installation on Linux machines, if the unzip application is not found, the following message displays:

  Invalid unzip command found.

  This is generated by the installation program and does not prevent the installation from proceeding and completing successfully.

• WebFOCUS Integrated Installation requires a minimum of 5GB of available disk space to successfully install on the target system.
• An additional 8GB of required disk space is used during the installation of the product. This temporary use of disk space will be removed at the end of the installation.

  If the temp directory on the host does not meet the minimum size requirements, the InstallAnywhere environment variable IATEMPDIR can be set to use an alternate directory.

  You may specify an alternate /tmp location by setting the following environment variable:

  IATEMPDIR=/large_tmp
  
  export IATEMPDIR

System Resource Limits

The operating system provides ways of limiting the amount of resources that can be used. These limits can affect the installation process.

Use the ulimit command to set process memory-related resource limits for your session.

The WebFOCUS Integrated Installation program requires ulimit to be set to 8192.

Limits can be hard or soft. Hard limits are set by the root user. Only the root user can increase hard limits, although other users can decrease them. Soft limits can be set and changed by other users, but they cannot exceed the hard limits.

To view the current limits, type the following command:

ulimit -a

Use the /etc/security/limits.conf file to store ulimit settings. Changes to this file should be made by a system administrator.

Installing ibi WebFOCUS Integrated Installation Using Console Mode

The following section describes how to install WebFOCUS Integrated Installation using Console Mode.

Install ibi WebFOCUS Integrated Installation Using Console Mode

Procedure
1. Download the self-extracting installation program (.bin).
2. Apply the permissions necessary for the owner of the file to run the installation by using the following command:

   chmod u+x IBI_wf-wi_release_linux_x86_64.bin

3. Run the installation program using the following command:

   ./IBI_wf-wi_release_linux_x86_64.bin -i console

   The Introduction to WebFOCUS Integrated Installation prompt displays.

4. Press Enter to continue.

   The License Agreement prompt displays.

5. Read the License Agreement. Press Enter after each screen until you receive the License Agreement Acceptance prompt.
6. Type Y to accept the terms of the agreement and press Enter to continue.

7. Enter the Customer ID that was provided with your WebFOCUS software.

   The Choose Install Type prompt displays.

8. Type 2 to perform a full installation of WebFOCUS Integrated Installation.
9. Press Enter to continue.

   The Choose Folder prompt displays.

10. Accept the default destination folder for the installation. If you want to install WebFOCUS Integrated Installation in a different folder, type the path to the location where you want to install the software.

    Note: Spaces are not allowed in the destination path.

11. Press Enter to continue.

    The Setup Preferences prompt displays. You are prompted to enter the WebFOCUS Integrated Installation Administration credentials.

12. Type a username and password to use as the Administration ID.

    Note: The Administrator username and password supports ASCII characters from 32 to 126 and cannot include the following characters: caret (^), ampersand (&), percent (%), or double quotation mark ("). Refer to the ASCII character table to determine the characters to use for the password. The password for the username must be between four and 20 characters. Leading blanks and trailing blanks are removed.

    The Configure email distribution prompt displays.

13. Optionally, type Y to choose the type of Mail Server to be used for report distribution. Valid options are:
    • Google. This requires a Google Account Name and Password.

      Note: Google may block sign-in attempts when delivering reports through WebFOCUS Integrated Installation. To allow WebFOCUS Integrated Installation to connect to the Google email account that was configured for email distribution, sign in to the Google account, navigate to My Account settings, select Sign-In & security, and turn the Allow less secure apps option to On.

      For more information, see:

      https://www.google.com/settings/security/lesssecureapps

    • Yahoo. This requires a Yahoo Account Name and Password.
    • Other. Select this for all other mail servers. This option requires you to type the host name or IP address for your SMTP mail server. You can also specify if your mail server is configured with SSL or TLS and requires authentication.
14. Press Enter to continue.
15. Verify that the Pre-Installation Summary information is correct, and press Enter to continue.

    The installation begins.

    During installation, the activity window indicates which installation program tasks are being performed.

    When installation is complete, a summary is provided displaying the servers that were installed and the ports that have been assigned.

Configuring Java Memory Allocation for the Application Server

For Linux installations, the default Tomcat Java memory configuration is set to use an initial Java heap size of 1024 MB and a maximum Java heap size of 2048 MB.

These settings are located in the /ibi/WebFOCUS/tomcat/bin/catalina.sh file.

For example:

JAVA_OPTS="-Xms1024m -Xmx2048m -Djava.awt.headless=true"

These settings are applied, by default, to provide better product performance.

Note:

• Ensure that the memory allocated on the machine is available. If the memory is not available, the application server will not start.
• You can adjust the memory allocation by updating the catalina.sh file or by setting the Java heap size, using the JAVA_OPTIONS environment variable.

  The following is an example of setting Java through the JAVA_OPTIONS environment variable:

  _JAVA_OPTIONS='-Xms1024m -Xmx2048m'
  
   export _JAVA_OPTIONS

  This overrides the memory setting in the catalina.sh file and must be issued prior to starting Tomcat.

WebFOCUS Reporting Server Memory Allocation

• The default WebFOCUS Reporting Server memory allocation is set to half the amount of physical memory on the machine.
• Memory configuration is done on the infobright.cnf file, located in the following folder:

  install_directory/ibi/WebFOCUS_WFI/srv/wfs/hs/ib_data/

• Parameter ServerMainHeapSize specifies the size (in MB) of the main memory heap.

Launching ibi WebFOCUS Integrated Installation

To open WebFOCUS Integrated Installation, type the following:

http://host:port/ibi_apps/

Note: Enter the application server port number when using this command to start WebFOCUS Integrated Installation. The application server port number is the lowest port number displayed in the summary at the end of the WebFOCUS Integrated Installation.

The default port for the WebFOCUS Integrated Installation application server is 25000. It is listed during the end of the installation and is also available in the installation log file.

Installation log files are under the user home directory. An example of an installation log file is shown in the example below:

/$HOME/WebFOCUS_Integrated_Installation_Install_date_time.log

/$HOME/WebFOCUS_WFI_Debug_date_time.log

where:

Running ibi WebFOCUS Integrated Installation Servers Manually

The following commands are used to manually start and stop the required WebFOCUS Integrated Installation servers.

Note: The /home/user/ path depends on your installation.

Starting Servers

You must start the servers in the following order:

• Search Server
• Repository Server
• Application Server
• Distribution Server
• WebFOCUS Reporting Server

To start the WebFOCUS Integrated Installation Search Server, run:

/home/user/ibi/WebFOCUS_WFI/Solr/start_solr_linux.sh

To start the WebFOCUS Repository Server, run:

nohup /home/user/ibi/WebFOCUS_WFI/derby/bin/start.sh &

To start the WebFOCUS Integrated Installation Application Server, run:

/home/user/ibi/WebFOCUS_WFI/tomcat/bin/startup.sh

To start the WebFOCUS Integrated Installation Distribution Server, run:

nohup /home/user/ibi/WebFOCUS_WFI/WebFOCUS/ReportCaster/bin/schbkr &

To start the WebFOCUS Integrated Installation WebFOCUS Reporting Server, run:

/home/user/ibi/WebFOCUS_WFI/srv/wfs/bin/edastart -start

Stopping Servers

You must stop the servers in the following order:

• Search Server
• Application Server
• Distribution Server
• Repository Server
• WebFOCUS Reporting Server

To stop the WebFOCUS Integrated Installation Search Server, run:

/home/user/ibi/WebFOCUS_WFI/Solr/stop_solr_linux.sh

To stop the WebFOCUS Integrated Installation Application Server, run:

/home/user/ibi/WebFOCUS_WFI/tomcat/bin/shutdown.sh

To stop the WebFOCUS Integrated Installation Distribution Server, run:

/home/user/ibi/WebFOCUS_WFI/WebFOCUS/ReportCaster/bin/stopit

To stop the WebFOCUS Repository Server, run:

/home/user/ibi/WebFOCUS_WFI/derby/bin/stop.sh

To stop the WebFOCUS Integrated Installation WebFOCUS Reporting Server, run:

/home/user/ibi/WebFOCUS_WFI/srv/wfs/bin/edastart -stop

Creating Shell Scripts to Start and Stop Servers

You can create shell scripts that run the following commands to start and stop servers:

Start Servers

/home/user/ibi/WebFOCUS_WFI/Solr/start_solr_linux.sh

nohup /home/user/ibi/WebFOCUS_WFI/derby/bin/start.sh &

sleep 5

/home/user/ibi/WebFOCUS_WFI/tomcat/bin/startup.sh

nohup /home/user/ibi/WebFOCUS_WFI/WebFOCUS/ReportCaster/bin/schbkr &

/home/user/ibi/WebFOCUS_WFI/srv/wfs/bin/edastart -start

Stop Servers

/home/user/ibi/WebFOCUS_WFI/Solr/stop_solr_linux.sh

/home/user/ibi/WebFOCUS_WFI/tomcat/bin/shutdown.sh

/home/user/ibi/WebFOCUS_WFI/WebFOCUS/ReportCaster/bin/stopit

/home/user/ibi/WebFOCUS_WFI/derby/bin/stop.sh

/home/user/ibi/WebFOCUS_WFI/srv/wfs/bin/edastart -stop

Note:

• Adjust the paths based on your installation directories.
• The sleep 5 command adds a wait period to ensure that Derby has started.

Updating ibi WebFOCUS Integrated Installation

You can update an earlier release of WebFOCUS Integrated Installation using the following steps.

Update ibi WebFOCUS Integrated Installation

Procedure
1. Manually stop the following WebFOCUS Integrated Installation servers: Application Server, Distribution ServerWebFOCUS Reporting Server, and Search Server.
2. Ensure that all ports that are used by WebFOCUS Integrated Installation processes are stopped. You can run a command, such as netstat, to check the ports.

   Note: If the ports are busy, run a command, such as lsof, to identify what processes are still running, and stop those processes. Before you proceed, you must rerun the netstat command.

3. Download the self-extracting installation program (.bin).
4. Apply the permissions necessary for the owner of the file to run the installation by using the following command:

   chmod u+x ibi_wf-wi_release_linux_x86_64.bin

5. Press Enter to continue.
6. Run the installation program using the following command:

   ./ibi_wf-wi_release_linux_x86_64.bin -i console

   The Introduction to WebFOCUS Integrated Installation prompt displays.

7. Read the License Agreement. Press Enter after each screen until you receive the License Agreement Acceptance prompt.
8. Type Y to accept the terms of the agreement and press Enter to continue.

9. Enter the customer ID that was provided with your WebFOCUS software.

   A message displays indicating that this release includes several updates to search capabilities in WebFOCUS.

   Note:

   • For an upgrade installation from Release 9.0.1 or earlier, the repository must be reindexed to use these search capabilities.
   • For a new installation, the repository must be reindexed if you are using a pre-existing repository from a previous release.

   For more information on how to reindex, see Index Content and Data

   The Choose Install Type prompt displays.

10. Type 1 to update an existing WebFOCUS Integrated Installation to a new Service Pack level.

    Important: The following Hyperstage warning message appears:

    This installation does not include WebFOCUS Reporting Server with Hyperstage. If you require a WebFOCUS Reporting Server with Hyperstage, quit the installation and contact Customer Support at http://support.tibco.com/.

    In the prompt, type Y to proceed with the installation or type quit to end the installation. The installation keeps prompting until you type Y or quit. Typing an N keeps looping and display the prompt again.

11. Press Enter to continue.
12. Type the path to the existing installation you want to update.
13. Press Enter to continue.
14. Verify that the Pre-Installation Summary information is correct, and press Enter to continue.

    The installation begins.

    During installation, the activity window indicates which installation program tasks are being performed.

15. Clear the Tomcat cachefrom all folders under:

    /home/user/ibi/WebFOCUS_WFI/tomcat/work/Catalina/localhost/

16. Before starting WebFOCUS Integrated Installation, start the Servers as outlined in Running ibi WebFOCUS Integrated Installation Servers Manually.
17. Start the WebFOCUS Repository Server by running:

    nohup /home/user/ibi/WebFOCUS_WFI/derby/bin/start.sh &

18. Run the following script file, if this step failed to run during the installation update process.

    /home/user/ibi/WebFOCUS_WFI/WebFOCUS/utilities/WFReposUtil/update_repos.sh

    This script makes updates to the WebFOCUS Integrated Installation repository that are required to load new roles and BI Portal page templates.

    You are prompted for WebFOCUS Integrated Installation Administrator credentials.

19. Start the other servers:

    /home/user/ibi/WebFOCUS_WFI/tomcat/bin/startup.sh
    
    nohup /home/user/ibi/WebFOCUS_WFI/WebFOCUS/ReportCaster/bin/schbkr &
    
    /home/user/ibi/WebFOCUS_WFI/srv/wfs/bin/edastart -start

Importing ibi WebFOCUS Applications Using the Change Management Facility

After installation, if you need to import WebFOCUS applications, see the Change Management content in the ibi™ WebFOCUS® Security and Administration manual.

Uninstalling ibi WebFOCUS Integrated Installation

To uninstall WebFOCUS Integrated Installation, delete the /home/user/ibi/WebFOCUS_WFI/ directory or run the uninstall program using the following command:

/home/user/ibi/WebFOCUS_WFI/Uninstall/Uninstall

Indexing Content and Data

On occasion, you might need to index the content and data in your environment to ensure they appear correctly in your search results. Indexing in WebFOCUS is a quick and simple process. Once your content and data are indexed, all subsequent changes to the repository content and data directories are indexed automatically by WebFOCUS.

Index Content and Data

Procedure
1. Sign in to WebFOCUS as a developer or administrator.
2. In the WebFOCUS Hub, in the Application Directories area, from the Servers dropdown list, select the server that you want to index.

   Note: For more information on how to configure multiple Reporting Servers, see the ibi™ WebFOCUS® Security and Administration technical content.

3. Right-click the Applications node, and then click Properties.

   The Properties panel opens. The following search index options are available:

   Files:

   Files from all application directories

   Indexes files in the WebFOCUS Reporting Server and the files that belong to the mapped directories, as configured in the properties under the Location group below.

   Files only from application directories in a defined application path

   Indexes only the files that appear in the application directories in defined application paths.

   Location:

   All regular directories & marked mapped directories.

   Indexes application directories under the APPROOT and the application directories with the Include in search index option enabled.

   All mapped directories.

   Indexes every mapped directory regardless of whether it has the Include in search index option enabled.

4. Select an indexing option and click Save.

   Your WebFOCUS Reporting Server data is now indexed.

5. Navigate to the Workspaces area and switch to the Admin view, as shown in the following image.

   

   Note: You must be signed in as an administrator to switch between Normal and Admin views.

6. In the Resources tree, right-click the Workspaces node, and then click Properties.

   The Properties panel opens.

7. Click Refresh Search Index.

   Your WebFOCUS Client content is now indexed.

Configuring for Email Distribution

An email server is required for email distribution and notifications. The following procedures provide the steps for configuring the supported mail servers.

Configure the Mail Server

Procedure
1. On the Hub, from the side navigation pane, select Management Center and then Administration Console. From the Administration Console, click the ReportCaster tab.

   or

   On the start page, select Main Menu on the banner, and then under Quick Access, select ReportCaster Status.

2. From the ReportCaster Console, click the Configuration option on the ribbon.
3. Select the Email Distribution folder.
4. Type the name of your mail server in the Mail Server text box.

Configure Google as the Email Server

Procedure
1. Type the name of the Google SMTP Server in the Mail Server text box, as shown in the following image.

   

2. Select the This Server Requires a Secure SSL Connection checkbox.
3. Do not select the This Server Requires a Secure TLS Connection checkbox.
4. Select the This Server Requires Authentication checkbox.
5. Click the File Open button to open the SMTP User ID/Password dialog.
6. Type your Google account name.
7. Type the password for this account.
8. Confirm the password for this account.
9. Click OK to close the dialog.
10. Click Save in the Manage Configuration group on the ribbon.
11. Click Restart in the Manage Configuration group on the ribbon.

Configure Yahoo as the Email Server

Procedure
1. Type the name of the Yahoo SMTP Server in the Mail Server text box, as shown in the following image.

   

2. Select the This Server Requires a Secure SSL Connection checkbox.
3. Select the This Server Requires a Secure TLS Connection checkbox.
4. Select the This Server Requires Authentication checkbox.
5. Click the File Open button to open the SMTP User ID/Password dialog.
6. Type your Yahoo account name.
7. Type the password for this account.
8. Confirm the password for this account.
9. Click OK to close the dialog.
10. Click Save in the Manage Configuration group on the ribbon.
11. Click Restart in the Manage Configuration group on the ribbon.