In a cloud trial environment, you can invite other users to join the WebFOCUS trial. Once the invitation is sent, the invited user can follow the prompts in the invitation email, finalize their own registration, and sign in to the WebFOCUS cloud trial environment.
Procedure: How to Invite a User to WebFOCUS Trial
You can launch WebFOCUS from any web browser, using the address created during the installation. The sign-in page and default home page may be different depending on the configuration requirements of your organization.
To learn more about the installation process, see the WebFOCUS Installation and Configuration manual.
Procedure: How to Launch WebFOCUS
In your browser, go to the following page:
http[s]://hostname:port/ibi_apps
where:
hostname:port
When using Get Data to upload a file, with appropriate permission, you can override the default Application setting where the synonym is created by selecting an application folder from your current application path.
When uploading an Excel or delimited file to create a synonym, you can select an application folder and specify where your synonym is created.
When using Get Data to upload a file, with appropriate permission, you can override the default Adapter and Connection settings by selecting an alternative configured adapter from your current profile.
When uploading an Excel or delimited file, you can select an adapter folder and specify the connection where your data is loaded.
In this video, you will learn how to configure the Getting Started carousel to point to a different workspace in your Repository. Sign in to WebFOCUS as an Administrator. In the Workspaces view, create a workspace that you want to display in place of the Getting Started carousel and populate it with content. Check the name of the new workspace in Properties. In the banner menu, click Settings and then click Administration console. In the Administration console, under Application Settings, click BI Portal.
For the most common data access requirements, the Simple Mode for Get Data should be all that you need. The Advanced Mode has additional capabilities for more complex data scenarios.
On the WebFOCUS Home Page, authorized users can select the Properties option to review information about a folder or item, including when it was created, the date it was last modified, title, name, and settings that control the Reporting Server and applications it will access. There are also settings that control the functionality available to users when they access the folder, run, or schedule an item.
The following image shows the Properties panel for a stacked bar chart.
You can customize your Home Page by using Favorites.
The Favorites feature provides a convenient and fast way to find and use your favorite content, without having to search for it.
From the Home Page, Favorites appear in the Favorites section of the Home view.
From the Legacy Home Page, Favorites appear in the Resources tree. Favorites can be reports, graphs, hyperlinks, Reporting Objects, and other item types.
You can add items to Favorites from any view of the Home Page.
In the WebFOCUS Home Page, you can easily move files and folders from one folder to another by dragging and dropping. This saves you the effort of cutting and pasting or copying and pasting, allowing you to quickly reorganize your content as needed.
In the WebFOCUS Home Page, In the Workspaces view, you can access the Global Resources folder. This folder contains files that are used to style and format your content in WebFOCUS Designer and Portal Page Designer. This folder is grouped into three subfolders. The Page Templates subfolder contains Page Templates that you can use in WebFOCUS Designer when you create a page. The Standard subfolder contains the templates that come with WebFOCUS, while the Custom subfolder allows you to create a new page layout to use as a template using WebFOCUS Designer.
