WebFOCUS and ReportCaster Installation and Configuration Steps

There are several steps to the installation and configuration process:

  1. WebFOCUS and ReportCaster Introduction. Review this section to ensure you understand the different components involved in the installation.
  2. Pre-Installation Tasks. Before installing WebFOCUS, review all the requirements and fill out the Installation Worksheet in WebFOCUS and ReportCaster Installation Requirements. If you use ReportCaster, be sure to prepare for the repository.
  3. WebFOCUS Reporting Server Installation. Install the WebFOCUS Reporting Server on machines with access to your source data, as explained in Installing the WebFOCUS Reporting Server.
  4. WebFOCUS Client and ReportCaster Installation. Install the WebFOCUS Client and ReportCaster, as explained in Installing the WebFOCUS Client.
  5. Web Server or Application Server Configuration. Configure your web server or application server, as explained in Configuring Web and Application Servers.

    Important: For a split-tier environment, see Configuring WebFOCUS in a Split Web-Tier and Application Server-Only Environment.

  6. WebFOCUS Post-Installation Tasks. Verify the WebFOCUS configuration and optionally change default settings, as explained in WebFOCUS Client Post-Installation Tasks.
  7. Post-Installation Data Access and Description. Use the WebFOCUS Reporting Server Web Console and its Help system to configure adapters (data access) and create synonyms (data description) for your data sources. These steps are also documented in the Server Administration manual.

Review the WebFOCUS Release Notes document for information on known issues and documentation updates. When upgrading from a previous release, review the WebFOCUS Upgrade Considerations document for information on expected configuration and functional changes. These documents are available online at the WebFOCUS Release Notes page: