SharePoint and WebFOCUS Scott Schledwitz Senior Systems Engineer

WebFOCUS and Shareport- Agenda Overview What is OPS? Benefits of OPS SharePoint and WebFOCUS Open Portal Services Integration Portal & WebFOCUS certification WebParts (WebFOCUS Components) WebParts Installation & Configuration Agenda for this presentation. Gil Rodriguez & Carlotta Cunningham – presenting OPS topics

Overview

WebFOCUS Open Portal Services What is a portal ? A portal provides business users with an integrated, personalized and secure Web-based interface to business content (information, applications, expertise, etc..).

WebFOCUS Open Portal Services Enterprise Information Portals Portals Provide: Personalization Service Publishing and categorization services Information directory Search Engine Collaboration Single point of control to access business content

WebFOCUS Open Portal Services Overview Portals need to access information to be valuable A large portion of needed information is locked in databases and applications Most portals lack BI capabilities Reporting and analysis are not core technologies They rely on applications and tools to create the content they display Portals concentrate and deliver fully formatted content, they do not crunch data or format reports

WebFOCUS Open Portal Services Overview Open Portal Services enables you to extend WebFOCUS business intelligence capabilities to end users within an existing EIP framework. Users can: Personalize the way they view, store, and retrieve business intelligence content for optimum job efficiency. Decide what content to include in each content window and how that content is displayed and organized. Combine graphics and reports in the same portal page. Employ analytic tools for all types of reporting and query, including ad hoc and OLAP.

WebFOCUS Open Portal Services Overview Benefits of Using WebFOCUS Open Portal Services WebFOCUS Open Portal Services offer many benefits to the users within the enterprise by: Providing immediate access to critical enterprise-wide data. Incorporating comprehensive reporting and analysis capabilities within the portal and enhancing the user experience by delivering relevant, real-time information. Enabling users to display, locate, share, visualize, and analyze business intelligence information based on their roles within the enterprise. Supporting internal and external security for delivering timely and accurate business reports to authorized users. Providing immediate access to critical enterprise-wide data through a personalized portal page. Incorporating comprehensive reporting and analysis capabilities within the portal and enhancing the user experience by delivering relevant, real-time information. Enabling users to display, locate, share, visualize, and analyze business intelligence information based on their roles within the enterprise. Supporting internal and external security for delivering timely and accurate business reports to authorized users.

WebFOCUS Open Portal Services Single Signon Support Support for secure signon integration with supported third-party portal products Initiates a trusted Managed Reporting signon on behalf of the Portal User using its user ID to avoid the subsequent Managed Reporting logon prompt. Open Portal Services supports secure signon integration with supported third-party portal products. After receiving the user's ID from the portal product via a secure channel, Open Portal Services initiates a trusted Managed Reporting signon on behalf of the user id to avoid the subsequent Managed Reporting logon prompt.

External Authentication Provider Architecture ORA External Authentication Provider DB2 Web Tier Reporting Server Servlet Container Web Server HTTP Clients SQL SharePoint 2007 Server with Open Portal Services WF User is on machine with browser. Browser connects via HTTP to the Portal. User is authenticated via an external authentication provider. Portal connects via HTTP to the web/middle tier where the ID is validated against our Managed Reporting Repository. This is where most of the WF software is installed. Web tier software is written in Java. MR, BID, tools and WF servlet, comm. Together known as WF Client. Client talks to the Reporting Server. Reporting server connects to data on various platforms. WebFOCUS Client

WebFOCUS Open Portal Services Overview WebFOCUS Open Portal Services provides a set of WebFOCUS components that allow WebFOCUS to integrate quickly into EIPs. To achieve portability and reusability these components may be in any of the following formats: ASP JSP JAVA JavaScript HTML/XML

SharePoint and WebFOCUS Open Portal Services Integration

SharePoint and WebFOCUS Open Portal Services Integration Product Certification WebFOCUS 7.7 is the latest Production Release SharePoint 2007 SharePoint 2007 integrated with WebFOCUS 7.7 Open Portal Services can run on different machines as long as there is connectivity to the machine where the WebFOCUS client is installed on.

WebFOCUS Open Portal Services WebParts Domain WebPart Report WebPart Defer Status WebPart QuickLinks WebPart Favorites WebPart

WebParts Installation & Configuration

Installation prerequisites: WebFOCUS 76x or above. In our case it’s 7.7. WebFOCUS 76x or above Reporting Server. TOMCAT 5.5.x or up.

Configuration steps: By default SharePoint runs on port 80. Here is the default screen:

Preparing the WebParts for deployment: Step 1 I have copied the WOAS_Cab.cab file into your C:\ibi\WebFOCUS77\worp\components\webparts2 directory on the WebFOCUS client. From the drive:\Program Files\Common Files\Microsoft Shared\web server extensions\12\BIN\ directory I have copied stsadm.exe into this directory as well.

Preparing the webParts for deployment: Step 2 2. From the dos prompt, cd into the above directory on your machine and execute the following command: stsadm -o addwppack -filename WOAS_Cab.CAB -force -globalinstall after this command is executed you should see the following output: Operation completed successfully

Deploying webParts to SharePoint Create a site by clicking on “Create new ... sites…”

Deploying webParts to SharePoint 2. Click create, the following page should be displayed:

Deploying webParts to SharePoint 3. Click on site actions and choose edit page to add webParts.

Deploying webParts to SharePoint 4. Click on the box where you would like your webPart displayed

Deploying webParts to SharePoint 5. Click on advanced web part gallery and options

Deploying webParts to SharePoint 6. The Add webParts box should appear on the right side of the page.

Deploying webParts to SharePoint 7. Click on the arrow next to the browse button in the add webparts box and choose import.

Deploying webParts to SharePoint 8. Browse to the webparts2 folder under ../ibi/WebFOCUS/worp/components directory and choose the domain webpart to import and click on upload.

Deploying webParts to SharePoint 9. Drag the webpart you just uploaded into the box on the left and click on edit/modify shared webPart.

Deploying webParts to SharePoint 10. Scroll down on the box on the right expand the content area, and choose the check box called isolated webpart , Update the url to add the port :8080 and click apply.

Tip Be sure that the id you logged onto Sharepoint exists in MRE otherwise you will get a login failed message above instead.

Customizing WebParts: Parameters for Portlets for WebParts All WebParts share the following parameters: view This parameter is used by the content URL to identify the WebFOCUS component you are accessing. height The height of the frame in pixels. The default height is 350 pixels. title The formal name of the WebFOCUS component, for example, WebFOCUS Domain. This is the value that appears in the title bar for the component. contextpath Specify the following context path: /ibi_apps expiration-path The amount of time that the content of a WebFOCUS component is retained in cache before it is cleared. By default, cache expiration is not enabled.

Configurable parameters by webPart WebFOCUS Deferred Status and Favorites do not have additional parameters that can be configured. WebFOCUS Domain has: multidomain WebFOCUS Report has: showrefresh, userrunonly, usescrollbars, showtimestamp, gn, colNum, scale and refresh WebFOCUS Quicklinks has: showrefresh, lbdisplay, rcdisplay, pvdisplay, gvautolaunch, servername, mvdisplay and gvdisplay These parameters are added to the .dwp file on the “link” directive (for example: The Domain WebPart’s “link” directive is: <Link xmlns="WOAS_ContentViewer">http://localhost/ibi_apps/components/woas/governor/WOAS_view.jsp?SID=_LogonUser_&view=domain</Link>

Editing the “link” directive For the Domain WebPart the “link” directive would be changed from <Link xmlns="WOAS_ContentViewer">http://localhost/ibi_apps/components/woas/governor/WOAS_view.jsp?SID=_LogonUser_&view=domain</Link> to <Link xmlns="WOAS_ContentViewer">http://localhost/ibi_apps/components/woas/governor/WOAS_view.jsp?SID=_LogonUser_&view=domain&multidomains=yes</Link> Notice: After creating a new webPart, the stsadm… command has to be re-executed. You also have to add and &amp before the parameter you are adding.

Here’s the custom webPart

Questions?