SharePoint and WebFOCUS Scott Schledwitz Senior Systems Engineer Copyright 2010, Information Builders. Slide 1 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 Copyright 2007, Information Builders. Slide 2 Overview Copyright 2010, Information Builders. Slide 3 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 Copyright 2007, Information Builders. Slide 6 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. Copyright 2007, Information Builders. Slide 7 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. Copyright 2007, Information Builders. Slide 8 WebFOCUS Open Portal Services Single Signon Support Support for secure signon integration with supported thirdparty 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. Copyright 2007, Information Builders. Slide 9 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 Copyright 2007, Information Builders. Slide 11 SharePoint and WebFOCUS Open Portal Services Integration Copyright 2007, Information Builders. Slide 12 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. Copyright 2007, Information Builders. Slide 13 WebFOCUS Open Portal Services WebParts Domain WebPart Report WebPart Defer Status WebPart QuickLinks WebPart Favorites WebPart Copyright 2007, Information Builders. Slide 14 WebParts Installation & Configuration Copyright 2010, Information Builders. Slide 15 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. Copyright 2010, Information Builders. Slide 16 Configuration steps: By default SharePoint runs on port 80. Here is the default screen: Copyright 2010, Information Builders. Slide 17 Preparing the WebParts for deployment: Step 1 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. Copyright 2010, Information Builders. Slide 18 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 Copyright 2010, Information Builders. Slide 19 Deploying webParts to SharePoint 1. Create a site by clicking on “Create new ... sites…” Copyright 2010, Information Builders. Slide 20 Deploying webParts to SharePoint 2. Click create, the following page should be displayed: Copyright 2010, Information Builders. Slide 21 Deploying webParts to SharePoint 3. Click on site actions and choose edit page to add webParts. Copyright 2010, Information Builders. Slide 22 Deploying webParts to SharePoint 4. Click on the box where you would like your webPart displayed Copyright 2010, Information Builders. Slide 23 Deploying webParts to SharePoint 5. Click on advanced web part gallery and options Copyright 2010, Information Builders. Slide 24 Deploying webParts to SharePoint 6. The Add webParts box should appear on the right side of the page. Copyright 2010, Information Builders. Slide 25 Deploying webParts to SharePoint 7. Click on the arrow next to the browse button in the add webparts box and choose import. Copyright 2010, Information Builders. Slide 26 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. Copyright 2010, Information Builders. Slide 27 Deploying webParts to SharePoint 9. Drag the webpart you just uploaded into the box on the left and click on edit/modify shared webPart. Copyright 2010, Information Builders. Slide 28 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. Copyright 2010, Information Builders. Slide 29 Tip Be sure that the id you logged onto Sharepoint exists in MRE otherwise you will get a login failed message above instead. Copyright 2010, Information Builders. Slide 30 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 title The height of the frame in pixels. The default height is 350 pixels. 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. Copyright 2010, Information Builders. Slide 31 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_&amp;view=domain</Link> Copyright 2010, Information Builders. Slide 32 Editing the “link” directive For the Domain WebPart the “link” directive would be changed from <Link xmlns="WOAS_ContentViewer">http://localhost/ibi_apps/components/woa s/governor/WOAS_view.jsp?SID=_LogonUser_&amp;view=domain</Link> to <Link xmlns="WOAS_ContentViewer">http://localhost/ibi_apps/components/woa s/governor/WOAS_view.jsp?SID=_LogonUser_&amp;view=domain&amp; multidomains=yes</Link> Notice: After creating a new webPart, the stsadm… command has to be reexecuted. You also have to add and &amp before the parameter you are adding. Copyright 2009, Information Builders. Slide 33 Here’s the custom webPart Copyright 2009, Information Builders. Slide 34 Questions? Copyright 2009, Information Builders. Slide 35