1. Mona Baker Information Builders, Inc. Account Support Manager
WebFOCUS 8
The new Business Intelligence Portal
Mona Baker
Information Builders, Inc.
Account Support Manager

2. WebFOCUS 8 Business Intelligence Portal (BIP)

3. WebFOCUS 8 Business Intelligence Portal
Agenda
Introduction to the Business Intelligence Portal
Portal Designer Interface
Live Demonstration

4. WebFOCUS 8 Business Intelligence Portal
Introduction to the Portal
The WebFOCUS Business Intelligence Portal
Enables you to build complete, modern Web sites.
Drag and Drop
Ease of Use
Same familiar ribbon interface as WebFOCUS InfoAssist
Let’s take a look at the new business intelligence Portal!!!

5. WebFOCUS 8 Business Intelligence Portal
With the BI Portal, anyone who can build a report using InfoAssist can develop an impressive portal without any knowledge of Web design!
Let’s take a look at the new business intelligence Portal!!!

6. WebFOCUS 8 Business Intelligence Portal
Introduction to the Portal
The WebFOCUS Business Intelligence Portal (BIP)
Successor to the WebFOCUS Business Intelligence Dashboard (BID)
The Dashboard is still supported in WebFOCUS 8
Note: There is no migration from BID to BIP.
The BI Portal’s designer
fresh modern look and intuitive to use
Uses the same ribbon interface as InfoAssist.
Common workflow reduces cost by making development similar between products
WYSIWYG: Can see end product while designing the Portal
Allows the users to include or remove widgets as they desire
Very similar manner as other popular portals.
Let’s take a look at the new business intelligence Portal!!!
Can see what end product will look like while designing the Portal
This is much better than the Dashboard View Builder where you have to get out of tool to see what it will look like.

7. WebFOCUS 8 Business Intelligence Portal
Portal Designer
Ribbon, the BI Portal Preview, and the Properties and Breadcrumbs.
Ribbon
BI Portal Preview Area
Application Menu: New Portal/Refresh/Save
Quick Access ToolBar: Save Changes. In future release, will be able to also undo and redo changes.
Ribbon: Layout/Insert/Style
Canvas: design area- includes the banner and pages of your portal.
Properties Panel:properties about the current selected item.
Breadcrumb Trail: in addition to being able to select from canvas, this feature is especially useful when you are working with hidden or layered content.
Properties and Breadcrumbs

8. WebFOCUS 8 Business Intelligence Portal
Portal Designer: Components
Ribbon
Application Menu : Save, Open, or Create New Portals.
Quick Access Tool Bar : Single click area to save the Portal.
Three tabs
Layout
Insert
Style
BI Portal Preview Area (Canvas)
Constantly updated with the changes you make (WYSIWYG)
Can select various parts of the portal to edit.
Properties
Modify settings depending on what is selected.
Breadcrumb Trail
Easy navigation to whatever portion you want to work on.

9. WebFOCUS 8 Business Intelligence Portal
The Layout Tab

10. WebFOCUS 8 Business Intelligence Portal
The Layout Tab
Navigation
ThIs is the bar that shows the tabs
Select where to place the navigation bar.
Top
Right
Left
None
Banner
Select where the banner is located.
Bottom
Menu Bar
Select where the Menu Bar is located.
Many options within the menu bar.

11. WebFOCUS 8 Business Intelligence Portal
The Layout Tab
Themes
Choose a theme for your portal.
9 themes that come packaged .
It is possible to customize a theme.
Security
Apply WebFOCUS Client Security Model Rules to the Portal
Properties
Activates the properties at the bottom of the screen so that global Portal changes can be made.
Layout
Define the page
Single Area
One -four columns.

12. WebFOCUS 8 Business Intelligence Portal
The Insert Tab

13. WebFOCUS 8 Business Intelligence Portal
The Insert Tab
Allows you to insert the following type of elements into a portal.
Pages
The tabs the user will see the content on
Containers
Contain one of three panel types
Panels
Accordion Panels
Tabbed Panels
Content
Report
WebFOCUS Resource Tree
Image
Text
Portal Tree

14. WebFOCUS 8 Business Intelligence Portal
The Insert Tab
Note:
WebFOCUS Content is displayed inside a container.
Containers exist on a page.
Pages are in the portal and are accessed via the tabs.

15. WebFOCUS 8 Business Intelligence Portal
The Style Tab

16. WebFOCUS 8 Business Intelligence Portal
The Style Tab
Allows you to apply colors, borders, fonts and the like to various parts of the Portal.
State
Style a Portal item differently depending on if the item is selected, not selected, or rolled over.
Background
Change the images, image patterns and positions, and colors for the background of the item being styled.
Border
Different border styling for various selected items.
Fonts
Size, Color, and Font Style can all be changed.

17. WebFOCUS 8 Business Intelligence Portal
Properties
Located at the bottom of the screen.
The properties screen changes depending on selected element in the Portal
Options are all intuitive to use.

18. WebFOCUS 8 Business Intelligence Portal
Breadcrumbs
Located at the very bottom of the screen
Contains a simple “trail” of the currently selected item.
If an element contains more than 1 option
Click on the “>”
Will display a pop up list of the available items to choose from.
Breadcrumb trail can be used to
Navigate various sections of the portal
Useful when trying to select small, hard to select items.

19. WebFOCUS 8 Business Intelligence Portal
Portal Security
Portals can be secured so only a certain group of users can see them.
3 permission sets come pre-packaged with WebFOCUS 8
View Only Users
Can see the portal but can not customize it’s look.
Customize
Can move the widgets
Add and remove content to achieve custom look.
These customization's can only be seen by the person who made them.
Full Control – This user can modify the Portal.
Next release Templates will do this for you 
3 permission sets that come with WebFOCUS 8 that allow an administrator to define the following types of users.

20. Live Demo How to Create a New Portal Setting up Portal Levels
Building the Home Page
Adding Content to the Home Page
3 permission sets that come with WebFOCUS 8 that allow an administrator to define the following types of users.

21. And now to the Live Demonstration…………..

22. WebFOCUS 8 Business Intelligence Portal
See it live and in person at Summit 2012!
Hope to see you there!