Independence Blue Cross Jenny Lalik, Solutions Engineer April 23, 2010 WebFOCUS Roadmap WebFOCUS Program Priorities Exploit latest hardware Core Product innovations Enhancements Innovation Initiatives BI Extension Offerings • Customer-driven, incremental enhancements • Implemented across product line • Major new development effort • New product offering or significant upgrade to existing capabilities • New products that expand WebFOCUS platform via singlevendor, cost-effective alternatives Copyright 2007, Information Builders. Slide 2 WebFOCUS Roadmap Core Guiding Principles Customer-driven development projects are highest priority and are most visible throughout support, development & product management areas Maximize utilization: • Offer robust set of tools and technologies for every need and employee skill level ROI and value maximization: • Ease of use, deployment, and scaling • Integration of auxiliary tools and technologies • Unique model & architecture to leverage open source Copyright 2007, Information Builders. Slide 3 WebFOCUS Roadmap WebFOCUS Release Highlights & Timelines Feb. 2010 -Release 7.6.11 Incremental Full GA - May 2010 - Release 7.7 Targeted enhancements driven enhancements in by strategic customer Reporting Server, requirements performance, WebFOCUS Magnify metadata & adapter evolves – scalability & areas performance New release of Data enhancements Migrator Information assurance Active Technologies certification XBRL Financial New RStat release Reporting Exchange New Flex Enable zIIP support release 4Q2010 ? - Release 8 Major upgrades across the product line RIA development in Dev Studio New WebFOCUS BI Portal initiative ESRI ArcGIS Server Flex Support Next generation of InfoAssist , RStat, & Magnify, Flex Enable New security model Real-time offerings Ongoing research & innovation Copyright 2007, Information Builders. Slide 4 WebFOCUS Developer and User Interface Enhancements Copyright 2010, Information Builders. Slide 5 WebFOCUS Release 7.6.11 Highlights Copyright 2010, Information Builders. Slide 6 WebFOCUS Roadmap – Release 7.6.11 Enhancements for BI Applications Incremental enhancements in Developer Studio based on field and customer feedback Areas of focus Provide significant upgrades in PDF formatting Incremental improvements in WYSIWYG report & forms development Drive toward more consistency in development across most popular output types Speed guided ad-hoc forms development Copyright 2007, Information Builders. Slide 7 WebFOCUS Roadmap – Release 7.6.11 Developer Studio – Alignment Grid to Style Grid & Cell In Excel – Column oriented Merge cells Align cells Create and style borders Copyright 2007, Information Builders. Slide 8 WebFOCUS Roadmap – Release 7.6.11 Developer Studio – Alignment Grid to Style Grid & Cell In Excel – Column oriented Merge cells Align cells Create and style borders Now in Developer Studio – Column oriented Merge cells Align cells Create and style borders Copyright 2007, Information Builders. Slide 9 WebFOCUS Roadmap – Release 7.6.11 Developer Studio – Alignment Grid to Style Grid & Cell In PDF format: Align heading and footing columns with data columns Enhanced Alignment Grid in Report Painter - use Grid and Cell Options to style headings Grid Options Align heading/footing with data in the report Create borders for the entire alignment grid, or for all cells within the grid Cell Options Set borders for a selected cell in the alignment grid Span columns for the cell and set the align object options for the cell Copyright 2007, Information Builders. Slide 10 WebFOCUS Roadmap – Release 7.6.11 Developer Studio – Alignment Grid to Style Grid & Cell Page Heading lines Subheading line Data line (3 data visible columns) Subheading line Page footing lines Copyright 2007, Information Builders. Slide 11 WebFOCUS Roadmap – Release 7.6.11 Developer Studio – Alignment Grid to Style Grid & Cell PDF Format Page Heading lines Subheading line Subheading line Data line (3 data visible columns) Page footing lines Copyright 2007, Information Builders. Slide 12 WebFOCUS Roadmap – Release 7.6.11 Developer Studio – Alignment Grid to Style Grid & Cell On heading (subhead, footing, etc) – Select Alignment Grid from the Properties menu or rightclick Copyright 2007, Information Builders. Slide 13 WebFOCUS Roadmap – Release 7.6.11 Developer Studio – Alignment Grid to Style Grid & Cell Align with data – sets up one cell for each column of data Number of lines – determines number of heading lines Copyright 2007, Information Builders. Slide 14 WebFOCUS Roadmap – Release 7.6.11 Developer Studio – Alignment Grid to Style Grid & Cell Grid Options – brings up Properties dialog Select Borders – to customize Copyright 2007, Information Builders. Slide 15 WebFOCUS Roadmap – Release 7.6.11 Developer Studio – Alignment Grid to Style Grid & Cell Assign border properties Select Border all cells in the grid check box Borders all internal and external cell borders Copyright 2007, Information Builders. Slide 16 WebFOCUS Roadmap – Release 7.6.11 Developer Studio – Alignment Grid to Style Grid & Cell Click Cell Options to merge cells Merge will also combine cells. Copyright 2007, Information Builders. Slide 17 WebFOCUS Roadmap – Release 7.6.11 Developer Studio – Repeating Heading/Footings in PDF When columns of PDF reports cannot be displayed on a single page, the pages automatically panel Subsequent columns for that page placed on overflow pages Notice – no heading on paneled page Copyright 2007, Information Builders. Slide 18 WebFOCUS Roadmap – Release 7.6.11 Developer Studio – Repeating Heading/Footings in PDF In 7.6.11, headings/footings can be repeated on subsequent panel pages Heading repeated on paneled page Copyright 2007, Information Builders. Slide 19 WebFOCUS Roadmap – Release 7.6.11 Developer Studio – Repeating Heading/Footings in PDF To view repeating headings/footings in each panel Select option from the Format tab in Report Options dialog Select Repeat headings/footings per panel Copyright 2007, Information Builders. Slide 20 WebFOCUS Roadmap – Release 7.6.11 Developer Studio – Repeating Heading/Footings in PDF You can also use the Special Field - Page Number to customize page numbers that extend to panel pages Copyright 2007, Information Builders. Slide 21 WebFOCUS Roadmap – Release 7.6.11 Developer Studio – Repeating Heading/Footings in PDF To add (default) pagination… Select option from the page numbering option in the Output tab Copyright 2007, Information Builders. Slide 22 WebFOCUS Roadmap – Release 7.6.11 Developer Studio – Repeating Heading/Footings in PDF To view sort fields with repeating headings/footings in each panel Select Repeat sort fields per panel (new UI) Copyright 2007, Information Builders. Slide 23 WebFOCUS Roadmap – Release 7.6.11 Developer Studio – Repeating Heading/Footings in PDF Example showing the repeat sort fields per panel option in each panel of a multi-panel report (pagination also on) Copyright 2007, Information Builders. Slide 24 WebFOCUS Roadmap – Release 7.6.11 Developer Studio – Wrapping Across Column in PDF When sorting a PDF report with a horizontal across column Report Painter displays sort field values horizontally and creates columns (and 2 panels in this example) Area Name is the across value Copyright 2007, Information Builders. Slide 25 WebFOCUS Roadmap – Release 7.6.11 Developer Studio – Wrapping Across Column in PDF You can wrap across values automatically which changes the width of the across column so that it does not exceed the width of the value underneath it Right-click and select Options from the context menu Copyright 2007, Information Builders. Slide 26 WebFOCUS Roadmap – Release 7.6.11 Developer Studio – Wrapping Across Column in PDF Select Wrap option available from the Style tab of the Field Properties dialog Wrap width automatically set based on largest data column width (Can change with dynamic format or squeeze) Copyright 2007, Information Builders. Slide 27 WebFOCUS Roadmap – Release 7.6.11 Developer Studio – Wrapping Across Column in PDF With wrap enabled for the horizontal across column sort field ASIA PACIFIC as well as LATIN AMERICA and MIDDLE EAST & AFRICA are wrapped Copyright 2007, Information Builders. Slide 28 WebFOCUS Roadmap – Release 7.6.11 HTML Composer – Report Library Integration Report Library integration allows the user to design their own page to display and retrieve Report Library output Create a control to list the library contents Create a frame to display the output retrieved Copyright 2007, Information Builders. Slide 29 WebFOCUS Roadmap – Release 7.6.11 HTML Composer – Report Library Integration On the Parameters Tab, set the control to have Dynamic data type, from “Other” and Library is automatically selected Copyright 2007, Information Builders. Slide 30 WebFOCUS Roadmap – Release 7.6.11 HTML Composer – Report Library Integration On the Design Tab, set the Frame Properties Action is Library Source is the control used to list the Report Library contents Copyright 2007, Information Builders. Slide 31 WebFOCUS Release 7.7 Highlights Copyright 2010, Information Builders. Slide 32 WebFOCUS Roadmap: Release 7.7 Enhancements for BI Applications Distribute reports in any format Workload Management & Fail-Over Vertical & Horizontal scaling Report Library: Reports are always available Cached reports shared within workgroups Copyright 2007, Information Builders. Slide 33 WebFOCUS Roadmap – Release 7.7 Active Technologies Implementation of new Flex-based charts in Active Report chart menu Add new RIA components to Active Dashboards, e.g., multiple combo boxes, tabs, etc. Build in developer or business user (InfoAssist) tools Upgraded chart aesthetics for Active HTML reports Compound documents consisting of text, images, datadriven content (e.g., annual report, bank statements, etc. New styling, bursting, and distribution options Copyright 2007, Information Builders. Slide 34 WebFOCUS Release 8 Highlights Copyright 2010, Information Builders. Slide 35 WebFOCUS Roadmap – Release 8 Development Environment User interface and workflow changes planned Build Rich Internet Application (RIA) guided ad-hoc applications via Developer Studio Implementation of RIA-based widgets Customizable pre-built interactive components that can be used inside HTML pages to manage navigation, animation, etc. w/in BI applications WebFOCUS AJAX- & Flex-based components within Developer Studio WYSIWYG capability in Report Painter environment Advanced charting with much simplified UI Options available via ribbon-style navigation UI One charting tool for Developer Studio & InfoAssist Copyright 2007, Information Builders. Slide 36 WebFOCUS Roadmap – Release 8 InfoAssist Enhancements Advanced features UI customization More control over UI Customizable application ribbon (InfoMini) Select specific IA options on a per report basis Cube browsing within report output Tool & data in any language Copyright 2007, Information Builders. Slide 37 Copyright 2007, Information Builders. Slide 38 WebFOCUS Roadmap – Release 8 New BI Portal Initiative Next generation of Business Intelligence Portal Built with Rich Internet Application (RIA) approach Consistent ribbon-style navigation for both building new portal views and user-based personalization Component approach Integrate with major industry portals Additional capability exclusively for SharePoint New Web Parts Report templates for SharePoint Lists Report from underlying data model View & manipulate archived report content Note: Customer feedback is ongoing Copyright 2007, Information Builders. Slide 39 WebFOCUS Roadmap – Release 8 BI Portal Personalization & Customization Default tabs at login Configuration Menus Report & graph view for “Today” dashboard WebFOCUS Roadmap – Release 8 BI Portal Personalization & Customization Click “Settings” to open navigation menu Opens Properties menu WebFOCUS Roadmap – Release 8 BI Portal Personalization & Customization Multiple layout options Move to right side WebFOCUS Roadmap – Release 8 BI Portal Personalization & Customization Click “Hide” to close configure mode New style sheet changes background to blue WebFOCUS Roadmap – Release 8 BI Portal Personalization & Customization Choose page layout New page append tab list Customize dashboard at user level WebFOCUS Roadmap – Release 8 BI Portal Personalization & Customization Choose page content objects to setup layout and design Layout #1 Accordion Layout #2 Tabbed WebFOCUS Roadmap – Release 8 BI Portal Personalization & Customization Insert report & graph into layout WebFOCUS Roadmap – Release 8 BI Portal Personalization & Customization Finalize dashboard properties, save and share WebFOCUS Roadmap – Release 8 Performance Enhancements for Data Visualization WebFOCUS Visual Discovery In-memory analytics New version exploits 64-bit architecture Tens of millions of records accessible in memory Copyright 2007, Information Builders. Slide 48 WebFOCUS Roadmap: Release 7.7 XBRL & Financial Reporting: Highlights Becoming a standard means of communicating financial data between businesses government agencies WebFOCUS provides completely integrated financial reporting capabilities + automatic creation, validation & publishing of XBRL documents WebFOCUS Architecture and Security Enhancements Copyright 2010, Information Builders. Slide 50 WebFOCUS Release 7.6.11 Highlights Copyright 2010, Information Builders. Slide 51 Information Assurance Open Web Application Security Project (OWASP) New emphasis on identifying & resolving emerging vulnerabilities OWASP: Leading industry consortium focused on raising awareness, indentifying vulnerabilities, providing open source tools & best practices, etc. OWASP produces a Top Ten List of web vulnerabilities: 1. Cross Site Scripting (XSS) 2. Injection Flaws 3. Malicious File Execution 4. Insecure Direct Object Reference 5. Cross Site Request Forgery (CSRF) 6. Information Leakage and Improper Error Handling 7. Broken Authentication and Session Management 8. Insecure Cryptographic Storage 9. Insecure Communication 10. Failure to Restrict URL Access Copyright 2007, Information Builders. Slide 52 WebFOCUS Roadmap – Release 7.6.10/7.6.11 Security - Open Web Application Security Project (OWASP) “The OWASP Top Ten represents a broad consensus about what the most critical web application security flaws are. Project members include a variety of security experts from around the world who have shared their expertise to produce this list.” - Source: OWASP.ORG site Copyright 2007, Information Builders. Slide 53 WebFOCUS Roadmap – Release 7.6.10/7.6.11 Security – WebFOCUS Commitment IBI Committed to provide industry leadership WebFOCUS deployments are public internet applications Major priority in our development program Open Web Application Security Project (OWASP) Not for profit organization focused on improving security of application software List of “Top Ten Vulnerabilities” to be addressed Proactive approach: Use latest scanning tools, hacker techniques, code reviews as means to identify potential vulnerabilities Periodic audits and health checks implemented in partnership with industry specialists Certified @ Level 3 Application Security Verification Standards Copyright 2007, Information Builders. Slide 54 WebFOCUS Roadmap – Release 7.6.10/7.6.11 Security – WebFOCUS Level 3 Certification Level 4 security needs to be addressed in the applications you write using WebFOCUS. Copyright 2007, Information Builders. Slide 55 WebFOCUS Roadmap – Release 7.6.11 Administration - Session & Request Monitoring Provide client administrator operational capabilities See all active sessions in the client Client userid, server userid Count of requests to reporting servers See all requests sent to reporting servers Currently running requests Last completed for each session Turn on request logging for session(s) Turn on tracing for individual sessions Client and server traces Copyright 2009, Information Builders. Slide 56 WebFOCUS Roadmap – Release 7.6.11 Administration - Request Controls Users can stop their running requests BID Utilities -> Stop Requests Sends stop requests for all running requests tied to the same session Uses special connection/request to server Server responds as if server administrator had killed an agent May take a few seconds – up to 65 seconds Run requests from HTML pages have optional request ID parameter. Can stop requests by request ID Let’s look.... Copyright 2009, Information Builders. Slide 57 WebFOCUS Roadmap – Release 7.6.11 Administration - Session Monitor Copyright 2009, Information Builders. Slide 58 WebFOCUS Roadmap – Release 7.6.11 Administration – Stop Request Copyright 2007, Information Builders. Slide 59 WebFOCUS Release 7.7 Highlights Copyright 2010, Information Builders. Slide 60 WebFOCUS Roadmap – Release 7.7 Architecture & Integration Enhancements New & upgraded adapters iWay Transactional Adapters configured from Reporting Server’s Data Management Console Netezza is now available as named adapter Adapters upgraded to support newer versions of native databases and improved cube interfaces Parameterized CONNECTION and TABLENAME values for ACX files. SEGNAME=GRANGE1, TABLENAME=&&TABNAME, CONNECTION=&&CONN, $ Performance & other optimizations throughout the core codebase New initiative for IBM System z environments: FOCUS & WebFOCUS: Exploit zIIP processor Copyright 2007, Information Builders. Slide 61 WebFOCUS Release 8 Highlights Copyright 2010, Information Builders. Slide 62 WebFOCUS Roadmap – Release 8.0 Security – Information Assurance Authentication Are you who you claim to be? Userids/passwords Authenticating systems Authorization What are you allowed to do? Which objects (reports, users, tools)? Delegation of authorities System hardened against attack by malicious users/systems Copyright 2007, Information Builders. Slide 63 WebFOCUS Roadmap: Release 8 Security - Improved Authentication WebFOCUS named users Payment Card Industry Data Security Standards Password expiration Lockout after n bad attempts “Must change password” status Password standards Minimum length Mixed case, use numbers, etc. Logging of ALL relevant changes Copyright 2007, Information Builders. Slide 64 WebFOCUS Roadmap: Release 8 Security - Granular Authorization Based on roles Set of permissions mapped to which objects and tools a user or group of users can access Can be highly customized, flexible List, create, delete an object Read, update Execute (report, report template, etc.) New model is RDBMS-based and provides single repository for the entire product (including ReportCaster) Copyright 2007, Information Builders. Slide 65 WebFOCUS Roadmap: Release 8 Security - Granular Authorization Where What Who Copyright 2009, Information Builders. Slide 66 WebFOCUS Roadmap: Release 8 Security - Administration Delegation Combine as needed to meet your processes: Userid management (passwords, expiration, etc.) Group membership Role assignment Role definition What are people in the role allowed to do More than one role can be assigned per group, e.g., admin in “Sales” folder, but basic user in “Finance” Content management Tool accessibility Content execution Copyright 2007, Information Builders. Slide 67 Please take a moment to fill out your evaluation and give us an idea of the features/functionality that interest you most. Copyright 2010, Information Builders. Slide 68