Importing Sample Users and Exploring Retail Samples


This section describes how to import several sample users for testing/verification purposes and further explore the Retail Samples content.

Procedure: How to Import Sample Users and Explore Retail Samples

  1. Ensure that you are signed in to WebFOCUS as an Administrator.
  2. On the WebFOCUS Home Page, open the Settings menu and then click Security Center, as shown in the following image.

    opening the Security Center

    The Security Center opens.

  3. Click the Import Users icon, as shown in the following image.

    The Import Users dialog box opens.

  4. Click Browse.

    The Open dialog box displays, as shown in the following image.

  5. Navigate to the location on your machine where you extracted the Retail Samples zip file.
  6. Select the retail_samples_users.csv file and click Open.

    You are returned to the Import Users dialog box, as shown in the following image.

  7. Click Import.

    The Security Center is updated and shows the sample users that have been imported from the retail_samples_users.csv file, as shown in the following image.

  8. Close the Security Center and sign out of WebFOCUS.
  9. On the sign-in page, try signing in as different users such as rsbasrsadv, and rsdev to see how they have increasing privileges in WebFOCUS. By default, they are configured with password as their password.

    Also, try running the Retail Samples BI Portal, which you can run from the Resources tree on the Home page or by entering the following URL directly in your browser:

    http[s]://host:port/ibi_apps/portal/Retail_Samples

Reference: What’s Next?

  • The Retail Samples workspace is configured to open automatically from the Workspaces view of the WebFOCUS Home Page and from the Legacy Home Page. If you wish, you can disable this feature in the Properties for the workspace. Right-click the workspace and click Properties, open the Advanced tab of the Properties panel, clear the Automatically open check box, and click Save.
  • You can also provide everyone basic user access to the Retail Samples domain by right-clicking the Retail Samples workspace, and changing the General Access setting from Workspace groups to All Users, as shown in the following image.

    General access options

  • If you want everyone to have access to the Retail Samples Portal, in the Retail Samples Portals folder, right-click the Retail Samples portal, point to Security, and click Rules. In the Security Rules - Retail Samples dialog box, select EVERYONE in the Groups pane at the top of the window, and then in the Rules for Group pane at the bottom of the window, next to DomainBasicUser, change the value in the Access column from Not Set to Permitted, and then click OK.
  • By default, the Retail Samples workspace has been configured to limit metadata retrieval to the retail_samples application folder on the WebFOCUS Reporting Server. This simplifies the experience for users and developers who may wish to create content in the domain. If you would like users to have access to other metadata when creating content in this domain, right-click the Retail Samples workspace and click Properties. Select the Server tab of the Properties panel and then select the application directories that you want to make available.
  • The Retail Samples workspace also includes a Demo Videos link if you would like to learn how the demo content was created. The following image shows the Retails Samples folder and Demo Videos tile in the Workspaces view of the WebFOCUS Home Page.

    Retail Samples with Demo Videos

  • You can edit the retail_samples_users.csv file using a text editor or with Microsoft Excel. However, this file must remain saved as a comma-separated values (CSV) file for it to be usable by WebFOCUS.

    1. The first column is the user ID to be created.
    2. The second column is the initial password (the text password can also be deleted for no password, which is allowed to simplify testing, but the column cannot be deleted).
    3. The third column is the user’s Description, shown in the Portal menu bar.
    4. The fourth column is optional and is the email address of the user.
    5. The fifth column is the user account status, which may be ACTIVE, INACTIVE, or MUSTCHANGE.
    6. The final column indicates what groups the user should be added to. Multiple groups can be separated with a semi-colon as shown in the fifth row. These Group Names are case-sensitive and the group must exist.