Types of Content in the Resources Tree

In this section:

A workspace can contain a wide range of items, including report procedures (FEX), Reporting Objects (special type of report procedure), Alert procedures, documents, and Internet hyperlinks. It can also include ReportCaster items if you are licensed for ReportCaster. For more information, see the TIBCO WebFOCUS® ReportCaster Guide.

These items are located in folders. Both the items and the containing folder may be private, published, or shared. If you have migrated from an earlier release of WebFOCUS, you will have the Standards Reports, Reporting Objects, and Other Files folders. If you were permitted to create your own reports, you will have the My Content folder, which was the My Reports folder in prior releases. My Content may contain the Custom Reports, Shared Reports, and folders for each My Report report you created.

When you create a folder, it is private content. Private content appears as a gray folder in the tree. If you share a folder, the folder includes a link icon and is available either to all users, specific groups, or users permitted to access the folder location. If you publish the folder, it appears as a manila-colored folder in the tree and is available to all users.

Identifying Content in the Resources Tree

The icons located next to each item in the Resources tree represent the item type. In the following table, the first column lists the icons, and the second column describes what they represent.

Icon

Identifies

Folder icon

Folder. Allows users to organize their private or published application content.

Shared Folder icon

Shared folder. Contains private content a user has given access to all users permitted to access the folder or is shared with specific groups of users.

My Content Folder Icon

My Content folder. Provides the user with a location to create private reports, output, and schedules. This is created when the parent folder has the Auto create My Reports folder property selected and the user is permitted to create private content in a My Content folder. The private content within this folder cannot be published.

Reports image

Report procedure. Contains the core language commands to tell the TIBCO WebFOCUS® Reporting Server how to create the report.

Shared Reports Procedure Icon

Shared reports procedure. Contains report procedures to which the user has given access to all users or a specific group of users who are authorized to access the folder the shared report is located in.

Visualization Icon

Visualization. A graphical representation of your data, comprised of one or more visuals. Visuals can be charts, maps, or grids.

Reporting Object Icon

Reporting Object. A report procedure (FEX) that is a tailored view of a set of data that groups or individual users use to create personal reports quickly and in compliance with the reporting rules and guidelines of your company.

Graph Procedure Icon

Chart procedure. Contains the core language commands to tell the WebFOCUS® Reporting Server how to create a chart.

Document or Dashboard Icon

Document. Customized document created in InfoAssist.

Collaborative Portal Icon

Collaborative portal. An analytical content management and deployment system that provides a flexible environment for users to access BI content, including visualizations, reports, charts, maps, and interactive InfoApps.

Page Icon

Page. An item that is used to organize a wide array of dynamic content. A page can be created as part of a portal, in which case it resides in the Resources folder of that portal by default, but can be moved to another workspace or folder. A page can also be created as a stand-alone item. Pages can only be viewed inside a portal.

Schedule Icon

Schedule. Specifies when to run a report procedure, how to distribute the report (Email, FTP, Managed Reporting, Report Library, Printer), and the destination to which the report will be distributed. This is available when licensed for ReportCaster.

Alert Procedure Icon

Alert procedure. A report procedure that evaluates whether a defined condition is true or a file exists to determine whether to run (trigger) the specified or referenced report request. ReportCaster can be used to schedule and distribute an Alert report and specify how the Alert test should be evaluated after it has been triggered.

Distribution List Icon

Distribution List. Used with a ReportCaster schedule (Email, FTP, or Printer) to specify the email addresses, directory locations, or printers to distribute.

Library Access List Icon

Library Access List. Used with a ReportCaster Library schedule to specify the groups and users that the private Library report will be shared with.

Library Report Icon

Library Report. Library reports can contain links to web resources (live links) and to other reports (drill-downs). The Report Library provides secure access to library content and it allows the user to save multiple versions of the same report output, set an expiration date, and keep a specified number of versions. The Report Library is only available to ReportCaster users who have been granted library privileges.

Watch List Report Icon

Watch List Report. A report of particular interest that the user subscribes to in the Report Library. Each time a new version of the report is distributed, the user receives an email notification.

Stylesheet File Icon

Stylesheet file. Specifies how to apply WebFOCUS styling to a report or chart created by the WebFOCUS Reporting Server.

CSS

Cascading Style Sheet (CSS) file.

Microsoft Office Excel Worksheet Icon

Microsoft® Office Excel Worksheet.

Adobe Acrobat PDF File Icon

Adobe® Acrobat PDF file.

GIF Image Icon

GIF image file.

HTML File Icon

HTML file.

JPG Image File Icon

JPG image file.

PNG Image FIle Icon

PNG image file.

SVG Image File Icon

SVG image file.

Internet Hyperlinks

Webpage or a URL to run a report.

Blog. An interactive item that operates as commonly seen blogs on the internet and allows users to post and view comments.

The following topics describe the shortcut menu options for each type of item.

Options for Folders and Items

Reference:

When you right-click an item in the Resources tree on the Legacy Home Page, the options displayed in the shortcut menu are determined by the selected item type and the tools and features you are permitted to access. For more information, see the TIBCO WebFOCUS® Security and Administration technical content.

For details about using the Schedule option to schedule reports, see the TIBCO WebFOCUS® ReportCaster Guide.

Reference: Options for Folders

The following options are available when you right-click a folder:
New

Provides access to the following options:

Report

Opens InfoAssist, where you can create a report.

Chart

Enables you to create a chart in InfoAssist.

Document

Enables you to create a document in InfoAssist.

Visualization

Enables you to create a visualization in InfoAssist.

Page

Enables you to create a stand-alone page using the WebFOCUS Designer.

Sample Content

Opens the Open dialog box, where you can select a Master File for generating sample content.

Shortcut

Enables you to create a shortcut to a repository resource or a Master File.

Alert

Enables you to create an Alert in Alert Assist.

Reporting Object

Enables you to create a Reporting Object in the Reporting Object tool.

Text Editor

Enables you to create a procedure with the Text Editor.

URL

Enables you to create a link to a URL with the Create URL dialog box.

Collaborative Portal

Enables you to create a collaborative portal, an analytical content management and deployment system.

Portal Page

Enables you to create a portal page, which is a feature that is used to organize a wide array of dynamic content. Portal pages can only be viewed inside a portal.

Schedule

Enables you to create a schedule with the Advanced Scheduling tool.

Distribution List

Enables you to create a Distribution List with the Distribution List tool.

Library Access List

Enables you to create a Library Access List with the Library Access List tool.

Folder

Creates a new folder.

Note: On the WebFOCUS Home Page, the New Folder dialog box shows Title and Name fields. On the Legacy Home Page, the New Folder dialog box shows Title and Summary fields.

Blog

Enables you to create a blog, where users post and view comments.

Duplicate

Makes a copy of the item with an underscore and number appended to the title, for example, duplicating Sales_Report creates Sales_Report_1 in the same location. The number is incremented each time a duplicate is created.

Cut, Copy, and Paste

Cuts, copies, or pastes the folder and its contents, or individual folder items. When you cut or copy and then paste an item within a folder, the new item displays with an underscore and incremental number. For example, if you copy Report1, then paste it within the same folder, the new report is titled Report1_1. You can also cut or copy and paste a folder item into a different folder.

Delete

Deletes the folder and its contents.

Change Title

Enables you to change the folder title. The Title is the value that displays in the tree.

Note: Changing the folder Title value does not change the folder Name value.

Refresh

Refreshes the content of the folder.

Upload

Enables you to upload a data file, document, or image.

Metadata

Enables you to create or edit a synonym using the Reporting Server browser interface.

Search

Launches the Search tool.

Publish/Unpublish

Allows or suppresses public access to the content.

Show/Hide

Shows or hides the item.

Share/Unshare

Enables you to share or unshare the folder with all users that are permitted to access the folder where the item is located.

Security

Provides access to the following options:

Rules

Provides access to the security rules defined on the folder.

Rules on this Resource

Shows the security rules for the folder.

Effective Policy

Shows the defined rules that specify the permitted functionality on the folder.

Owner

Allows you to set the resource owner, either Published (no specific owner), or a specific group or user.

Properties

Shows the properties of the folder.

ReportCaster Explorer

Launches the ReportCaster Explorer, passing the selected folder location for which the ReportCaster Explorer will obtain and display information.

Note: The options available for a folder are also available for many other types of items.

Reference: Options for Reports, Charts, and Visualizations

Like folders, report and chart procedure options include the Duplicate, Cut, Copy, Delete, Change Title, Publish/Unpublish, Show/Hide, Share/Unshare, Share with, Security, and Properties options, as described in Options for Folders.

Report and graph procedures also include the following shortcut menu options:

Run

Runs the report procedure or schedule.

Run Deferred

Submits a report procedure or a schedule for deferred execution.

Run With SQL Trace

Runs a report and includes an SQL trace of the report results.

Note: The Run with SQL Trace option is not available for visualizations.

Schedule

Schedules a report procedure. Scheduling options include Email, FTP, Printer, Report Library, and Repository.

Edit

Edits an item with the tool that was used to create it.

Edit With

Provides the options of editing an item in InfoAssist or in the Text Editor.

Create Shortcut

Creates a shortcut to this item.

Add to Favorites

Adds the item to the Favorites folder.

Note: The options available for report and graph procedures are also available for many other item types.

Reference: Options for Reporting Objects

Like folders, Reporting Object options include the Duplicate, Cut, Copy, Delete, Change Title, Publish/Unpublish, Show/Hide, Security, and Properties options, as described in Options for Folders.

Like report procedures, Reporting Object options include the Run, Run Deferred, Edit, and Add to Favorites options, as described in Options for Reports and Charts.

Reporting Objects also include the following shortcut menu option:

New

Enables you to create a new report, chart, or document using InfoAssist.

Reference: Options for a Save Parameter Report Procedure (FEX)

There are two types of Save Parameter reports. One can be a procedure (FEX) created from the Autoprompt page, described here. The second type, a Save Parameter report created from an HTML page created using the TIBCO WebFOCUS® App Studio HTML canvas, is described in the following reference.

Like report procedures, Save Parameter report procedure (FEX) options include the Run, Run Deferred, Run With SQL Trace, Schedule, Edit, and Add to Favorites options, as described in Options for Reports and Charts.

Like folders, Save Parameter report options include the Duplicate, Cut, Copy, Delete, Change Title, and Properties options, as described in Options for Folders.

Save Parameter reports also include the following shortcut menu option:

Edit Parameters

Enables you to edit report parameters previously saved from the Autoprompt page before running the request.

Reference: Options for a Save Parameter Report From an HTML Page

From an HTML page created using the WebFOCUS® App Studio HTML canvas, an HTML Save Parameter report is created and has shortcut menu options consistent with the HTML file type, as described in Options for Excel Workbooks, PDF, HTML, and Image Files.

The Edit option will display the HTML page with the report parameter values previously saved from the HTML page.

Reference: Options for Collaborative Portals

Like procedures, these options include the Run, Edit, Delete, Change Title, Add to Favorites, Publish/Unpublish, Show/Hide and Security options, as described in Options for Procedures (FEX).

Collaborative portals also include the following shortcut menu options:

Run in New Window

Runs the portal in a new browser window.

Note: If the browser is configured to run links in a new tab, the portal runs in a new tab.

Customizations

Provides access to the following options:

  • Remove My Customizations. Removes your own customizations from a portal and its pages.
  • Remove Customizations for All Users. Removes all user customizations and custom pages created at run time.
Manage Alias

Opens the Manage Alias dialog box, where you can create an alias for the selected collaborative portal. This feature is only available to Administrators.

Reference: Options for Portal Pages

Like procedures, these options include the Edit, Delete, Change Title, Publish/Unpublish, Show/Hide and Security options, as described in Options for Procedures (FEX).

Like folders, these options include the Duplicate, Cut, Copy, and Properties options, as described in Options for Folders.

Portal pages also include the following shortcut menu option:

Unlink

Removes the portal page from all portals.

Reference: Options for Schedules

Like folders, Schedule options include the Duplicate, Cut, Copy, Delete, Change Title, Share/Unshare, Share with, and Properties options, as described in Options for Folders.

Like report procedures, Schedule options include the Edit, Create Shortcut, and Run options, as described in Options for Reports and Charts.

Schedules also include the following shortcut menu option:

View Log

Launches the Schedule Log Options dialog box, where you can select whether to view the most recent log report for the schedule or specify a time range for which to obtain log reports.

Reference: Options for Distribution Lists and Library Access Lists

Like folders, Distribution List and Library Access List options include the Duplicate, Cut, Copy, Delete, Change Title, Share/Unshare, Share with, and Properties options, as described in Options for Folders.

Like report procedures, Distribution List and Library Access List options include the Edit option, as described in Options for Reports and Charts. The Edit option invokes the Distribution List and Access List tools.

Reference: Options for StyleSheets

Like folders, StyleSheet options include the Duplicate, Cut, Copy, Delete, Change Title, Publish/Unpublish, Show/Hide, Share with, Security, and Properties options, as described in Options for Folders.

Like report procedures, StyleSheet options include the Edit and Add to Favorites options, as described in Options for Procedures (FEX). The Edit option invokes the Text Editor.

Reference: Options for URLs

Like folders, URL options include the Duplicate, Cut, Copy, Delete, Change Title, Share/Unshare, Share with, and Properties options, as described in Options for Folders.

Like report procedures, URL options include the Edit, and Add to Favorites options, as described in Options for Reports and Charts.

URLs also include the following shortcut menu option:

View

Enables you to launch the URL link.

Reference: Options for Excel Workbooks, PDF, HTML, and Image Files

Like folders, these options include the Duplicate, Cut, Copy, Delete, Change Title, Publish/Unpublish, Show/Hide, Security, and Properties options, as described in Options for Folders.

These files also include the following shortcut menu option:

View

Enables you to download a copy of the file to your browser, which launches the File Download dialog box to allow you to open or save the file. If you select Open, the file will open in its corresponding application.

Note: Edit, which is available for HTML files, launches the Text Editor.

Reference: Options for Blogs

Like procedures, these options include the Edit, Delete, Change Title, Share, Share with, and Properties options, as described in Options for Procedures (FEX).

Like folders, these options include the Duplicate, Cut, Copy, and Properties options, as described in Options for Folders.

Blogs also include the following shortcut menu option:

Comments

Provides access to the following options:

  • View Comments. Opens the blog item and expands all comments.
  • Remove All Comments. Clears all comments from the blog.

Reference: Options for Favorites

These files include the following shortcut menu option:
Remove Favorite

Removes the Favorite from the list.

Reference: Options for WebFOCUS Reporting Servers

Like folders, these options include New, Refresh, and Security, as described in Folder Properties.

These files also include the following shortcut menu option:

Reporting Server Console

Enables you to sign in to the WebFOCUS Reporting Server.

Reference: Options for Portals

Like procedures, these options include the Run, Edit, Delete, Change Title, Publish/Unpublish, and Security options, as described in Options for Procedures (FEX).

Like folders, these options include the Refresh option, as described in Folder Properties

Like collaborative portals, these options include the Run in New Window and Customizations options, as described in Options for Collaborative Portals.

Portals also include the following shortcut menu option:

Translations

Displays the language selected for the portal.

Folder and Item Properties

Authorized users can select the Properties option to review information about a folder or item, including when it was created, last modified, title, name, and settings that control the WebFOCUS Reporting Server and applications it will access. There are also settings that control the functionality available to users when accessing the folder or running or scheduling an item.

The following image displays the Properties dialog box for an item that opens when you view the properties of an item from the Legacy Home Page.

Main Properties Tab

The Main Properties tab includes:

In addition, the following options are available to control the usage of content:

Authorized users can view or edit the access rules, effective policy, or sharing permissions by clicking Security.

The Server Properties tab, shown in the following image, allows you to manage the server and application path settings.

Reporting Objects properties Server Properties tab

To change the server, check Assign Server and select one of the available servers. Move application paths from the Available box to the Selected box by double-clicking them or by selecting them and using the double arrow buttons. Use the up and down arrows to change the preferred order of the application paths.

The Details tab, shown in the following image, displays the components of the item in a tree structure to allow a user to review the request information prior to running or opening the item in a tool. The tree structure displays the components of a request, such as Master Files, data elements, sorts, conditions, expressions, output formats, and joins. These components can be opened to show the fields referenced. The displayed component folders are specific to each request.

Details tab

The Advanced tab, which is shown in the following image, allows you to set default height and width values for the item, when it is displayed inside a portal at run time. You can also select an HTML iframe or HTML div load method for InfoAssist charts that have the new attribute syntax applied.

Advanced tab

Loading InfoAssist Charts

How to:

You can select the container load method for InfoAssist charts by using the Advanced tab of the Properties Dialog box. The two load methods are:

The option to select a load method is available for InfoAssist charts that run in basic or collaborative portal pages, and have the new attribute syntax applied. The new attribute syntax adds additional relevant field containers for these chart types. Chart attribute syntax differs, depending on the chart type.

You can use field containers to specify fields in a specific area of the chart, based on the function that you want performed. Horizontal Axis, Color, and Tooltip are examples of field containers that are part of the new chart attribute syntax.

Procedure: How to Select a Load Method

  1. On the Legacy Home Page, in the Resources tree, open a domain or folder, right-click an item, and then click Properties.

    The Properties Dialog box opens.

  2. Click the Advanced tab.
  3. Select a Load Method, as shown in the following image.
  4. Click OK.

    Changing the load method affects the container type that is created when content is added to a portal page canvas. It does not affect previously created containers. If you change a load method from HTML iframe to HTML div, previously created iframe containers will not become div containers. For more information on InfoAssist charts, see the TIBCO WebFOCUS® InfoAssist User’s Manual.