WebFOCUS Version 8 There have been major enhancements across
WebFOCUS 8 since its initial release in 2012 Improved Reporting
Advanced Charting Business Analytics WebFOCUS Mobile Enablement
Developing Applications ReportCaster Scheduling and Distributing
Information Administering and Securing the Environment Server
Enhancements Adapter Enhancements
Slide 4
Fundamental Differences: WebFOCUS 7 vs. WebFOCUS 8 Changes to
the architecture New Security Model New BI Portal (to replace the
BI Dashboard product) Consistent ribbon user interfaces across all
products HTML5 Charting and Visualizations Release of Application
Studio (to replace WebFOCUS Developer Studio)
Slide 5
Resource Analyzer/ Governor WebFOCUS 7.x Architecture USERS
EXECUTIVE ANALYST WORKER MOBILE USER PUBLIC Optional Web Server
Mandatory Application Server Data Provider Data Provider
Application Tier Data Adapters Web/Presentation Tier Data Tier
Mandatory Reporting Server Optional RC Distribution Server
ReportCaster Distribution EMAIL, FTP, Report Library DEVELOPERS
WebFOCUS Client File-based Repository RDBMS Repository RDBMS
Repository
Slide 6
WebFOCUS 8 Architectural Change Optional Web Server Mandatory
Application Server WebFOCUS Client Previous Versions -
Web/Presentation Tier RDBMS Repository RDBMS Repository File-based
repository Optional Web Server Mandatory Application Server
WebFOCUS 8 - Web/Presentation Tier BID IA MR RC RDBMS Repository
RDBMS Repository File-based repository BID IA WebFOCUS 8 Client MR
RC BI Portal UOA Security
Slide 7
WebFOCUS 8 Architecture - Repository Files stored in RDBMS
repository includes: UOA security authorization resources. Managed
Reporting content. BI Portal & IA content. ReportCaster content
such as schedules, distribution and access lists, configuration
files. Report Library report output. Benefits: Standard database
backup and logging procedures. General database network and
security access. Database clusters to provide redundancy, failover
and distribute database workload. RDBMS Repository RDBMS Repository
File based repository BID IA WebFOCUS Client MR RC BI Portal UOA
Security
Slide 8
WebFOCUS 8 Client Security Model
Slide 9
Why a New Security Model? Managed Reporting Role Security was
Limiting Only 5 base roles and 9 permissions One role for all user
associated Domains Domain Security Model was Limiting Could not
customize security on sub-folders Content Sharing was Limiting
Couldnt share with specific people WebFOCUS 8 Addressed These
Challenges!
Slide 10
WebFOCUS 8 Security Model Flexible Security Model Over 150
assignable permissions Can develop custom permission sets
Sub-Groups and Inheritance Simplify Policy Creation Easy to Use
Tools to Create and Verify Security Policies Makes it Possible to
Support Many Different Deployment Requirements
Slide 11
WebFOCUS 8 Security Model WebFOCUS 8 Security Center Users
& Groups Tab
Slide 12
WebFOCUS 8 Security Model WebFOCUS 8 Security Center Permission
Sets Tab
Slide 13
User Interfaces
Slide 14
Consistent ribbon-based user interfaces for all tools
Slide 15
Business Intelligence Portal (BIP) & InfoAssist (IA)
Slide 16
16 Business users can drag-and-drop content to: Create new
pages Replace stale content on existing pages The new self-services
minimizes end user requests to IT and Power Users as well as long
term dashboard maintenance Interactive container menus and layout
options allow business users to fully control how their information
is displayed Robust styling automation allows IT, analysts, and
business users to share content that automatically adopts the
look-and-feel of different portals resulting in tremendous time
savings Why WebFOCUS 8? New BI Portal Assemble and Maintain
Content
Slide 17
BI Portal & InfoAssist Key features and enhancements BI
Portal key features include: Live Preview (WYSIWYG) Containers
Accordion (Vertical) Tabbed (Horizontal) Panels Maximize on screen
real estate more space to place content Themes & dynamic report
styling InfoAssist key features include: New HTML 5 chart engine
integration & multi-drill Full Active Report styling and
enhanced conditional styling Relative Positioning Tools
consolidation Advanced Graph Assistant in InfoAssist
Slide 18
Business Intelligence Portal (BIP) Overview BIP is the
successor to the Business Intelligence Dashboard (BID) Key
Capabilities Integrated with new security model Consistent
ribbon-style navigation Modern containers for content Easily add
content via drag-n-drop Built in themes can be inherited by reports
and charts Built on todays extensible web architecture
Slide 19
Business Intelligence Portal (BIP) Sample Screen Pages
Containers Content
Slide 20
InfoAssist Major New features InfoAssist has added many new
features in WebFOCUS 8 Hold Files HTML 5 Charting engine Multi page
Documents and Dashboards Relative positioning between components
Active Reports styling Support for Powerpoint 2007 (pptx) Subquery
Filters using a HOLD file Lightweight Mapping Drill down filtering
and Portal refresh
Slide 21
Refresh BI Portal Allows one report or chart to filter another
report or chart in the BI Portal 21
Slide 22
Active Technologies Sample
Slide 23
HTML5 output Sample
Slide 24
Whats ahead for InfoAssist 8.2 24
Slide 25
Dynamic Groups 25
Slide 26
26
Slide 27
Dynamic Groups Create a cluster of dimension values that make
higher level categories Grouping items of an existing field Useful
to re-organize data or to highlight ranges of values Example:
Combine sub-regions into higher level regions 27
Slide 28
28
Slide 29
Charting Lightweight Mapping 29
Slide 30
Leaflet API Call (GeoJSON) Map-Tiling Engine OpenStreetMaps in
8.0.0.5 & 6 ESRI in 8.0.0.7 WebFOCUS Client Alternate
Map-Tiling Engine ESRI, Google,etc Leverages Leaflet API to
provide: Interactive mapping out-of-the-box 9 Layers of Zoom
Translated Countries Choropleth (colored Polygons) Points WebFOCUS
Mapping Capabilities 8.0.05, 8.0.06, & 8.0.07
Slide 31
Interactive Chart Options Select Map Select Type and
Location
Slide 32
Interactive Chart Options Select Color Scale
Slide 33
Interactive Chart Options Add Geo Location
Slide 34
34 Set Location Type
Slide 35
Interactive Chart Options
Slide 36
Charting Treemap 36
Slide 37
Treemap Display hierarchical (tree-structured) data as a set of
nested rectangles. Each branch of the tree is given a rectangle,
which is then tiled with smaller rectangles representing
sub-branches. A leaf node's rectangle has an area proportional to a
specified dimension on the data. Leaf nodes are colored to show a
separate dimension -optional 37
Slide 38
Hidden Gems 38
Slide 39
Field Search 39 Field Search
Slide 40
40 Clipboard Options
Slide 41
Extended Functions 8007 8101 41
Slide 42
42 Re-designed Chart Picker
Slide 43
43 Animate Once
Slide 44
Summary and Releases 44
Slide 45
ReportCaster
Slide 46
ReportCaster User Interfaces ReportCaster content is accessible
from the BIP tree New Scheduling tools with ribbon implementation
New Distribution and Access List tools Each tool has a security
privilege
Slide 47
Creating a Scheduled Task Right-click on a procedure in the BIP
tree and select Schedule and then choose the Distribution
method
Slide 48
Schedule is placed in a folder in the tree Schedule right-click
options are available from the tree
Slide 49
Library output stored in the WF Repository Library item is
placed in the specified folder Right-click to View versions,
Subscribe, Delete etc
Slide 50
WebFOCUS 8 Mobile Features 50
Slide 51
WebFOCUS Content and Mobile Strategy Responsive web design
(RWD) is a web design approach aimed at crafting sites to provide
an optimal viewing experienceeasy reading and navigation with a
minimum of resizing, panning, and scrollingacross a wide range of
devices. 51
Slide 52
WebFOCUS Content and Mobile Strategy Auto-sizing Content
Content automatically takes the size of its container. Object are
built with relative/proportional size. 52
Slide 53
WebFOCUS Content and Mobile Strategy Auto-Adjusting Content
Content moves and adjusts to the form factor to improve experience.
Smaller form factors will work by user swiping through components
while larger form factors will see all at once. 53
Slide 54
WebFOCUS Content and Mobile Strategy Form Factor Specific
Content Content is segregated and developed specifically for
certain form factors. You will want to ask different questions and
see different things when you are on a phone than on a tablet or
desktop. 54
Slide 55
WebFOCUS Application Studio WebFOCUS App Studio is the most
robust BI application development platform on the market today.
Expanded Charts and visualizations Easily create Dashboards that
draw data from one source, or multiple disparate systems Will
eventually replace Developers Studio
Slide 56
Upgrading to WebFOCUS 8
Slide 57
Planning the Upgrade: Migration Strategy Use the WebFOCUS 8
upgrade as an opportunity to cleanup applications Conduct an
inventory of applications and report usage Identify reports that:
Are never used and can be removed Can be consolidated Should be
updated/improved to leverage WebFOCUS 8 features
Slide 58
Upgrading to WebFOCUS 8 The Migration process
Slide 59
Planning the Upgrade Upgrade path for WebFOCUS product
components Product Component Used Upgrade Path Managed Reporting MR
data and MR security rules can be migrated and stored in the
WebFOCUS 8 repository. WebFOCUS 7 domain tree structure will be
preserved. Reports should continue to run as they did in WebFOCUS
7. BI DashboardBID content can be migrated and will be stored on
the file system in WebFOCUS80/worp directory structure. Migrated
BID Favorites/Mobile Favorites will be stored in WebFOCUS 8
repository. BI dashboards can be used as is with some caveats.
Certain WebFOCUS 7 BI dashboard functionality is removed in
WebFOCUS 8.
Slide 60
Planning the Upgrade Upgrade path for WebFOCUS product
components Product Component Used Upgrade Path ReportCasterFully
integrated with new WebFOCUS 8 architecture and security. All
ReportCaster and Report Library content can be migrated and stored
in the WebFOCUS repository. Developer StudioCan be installed on
same machine as Developer Studio 7. Developers will be able to
switch between two releases. Leverage WebFOCUS 8 architecture and
security authentication and authorization model.
Slide 61
Managing ongoing development during upgrade Full migration from
WebFOCUS 7 to an intermediate version of WebFOCUS 8 Use WebFOCUS 8
Change Management from the intermediate version of WebFOCUS 8 to
the targeted WebFOCUS 8 environment (Sandbox, Dev). This workflow
is illustrated below Existing WebFOCUS 7 Production WebFOCUS 8
migration tools Intermediate version of WebFOCUS 8 WebFOCUS 8
Change Management WebFOCUS 8 Sandbox/Dev Use WebFOCUS 8 Change
Management to promote to QA/Prod
Slide 62
Release 8 Migration 62
Slide 63
Release 8 Migration Migration Drivers Meet demand for new
capabilities from the Business Modernize existing content and
applications Take advantage of infrastructure enhancements, e.g.,
security Address compliance requirements Establish a current
platform baseline for future maintenance Expand and scale BI usage
(internal and customer-facing) based on support for leading
technologies, e.g., data visualization, mobile, new adapters,
etc.
Slide 64
Release 8 Migration Update Migration Barriers Consuming major
new releases takes significant planning (can be up to one year)
Cost and administrative processes involved with hardware
procurement can span months, causing delays in standing up parallel
new release environments Assessing scope of entire effort can be
daunting for enterprise class environments Known unknowns. Unknown
unknowns Required remediation and potential level of effort
Implement new feature(s) in place of technique(s) Candidates for
modernization: InfoApps, BI Dashboards, Report/Graph Assist
Reporting Objects and MyReports Customizations
Slide 65
Release 8 Migration Update Current Migration Workflow WebFOCUS
7 Migration tools move all Release 7 applications and their
associated security profiles to Release 8 WebFOCUS 8 Dev, Test
InfoApps Forms Reports Dashboards Security profiles WebFOCUS 8
Staging Environment Change Management tools used to selectively
migrate objects from Release 8 staging environment to Release 8 Dev
and/or Test environments
Slide 66
Release 8 Migration Update New Migration Workflow WebFOCUS 7
WebFOCUS 8 Dev, Test Migration tools will now allow for selective,
incremental migration directly from Release 7 environments to
Release 8 All: performs a full migration Domain List: includes
content and associated Groups and Users Group List: Users and
Domains
Slide 67
Release 8 Migration Update New Migration Workflow WebFOCUS 7
WebFOCUS 8 Dev, Test Migration can be phased in over time based on
business priorities Hardware and administration costs associated
with staging environments eliminated Supported with Release 8.0.02
and later
Slide 68
Now available via field Technical Account Managers Utilized to
provide key data points as a step in determining scope of migration
efforts Scanning of both Reporting Server and Managed Reporting
environments Features detected Remediation candidates (forms,
reports, etc.) Estimated level of effort and suggested approach
Additional important steps: Usage Monitoring via Resource Analyzer
Reporting Server activity Release 8-level Portal and data
visualization Real-time view of entire Reporting Server usage
Migration Assessment and Modernization service via IB Professional
Services 68 Release 8 Migration Update Migration Assessment
Tool
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