Manually Defining Web Server Connection Settings

How to:

You must manually define web server connection settings if:


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Procedure: How to Manually Define Web Server Connection Settings

To manually define web server connection settings for WebFOCUS Quick Data:

  1. Launch Excel.
  2. On the Add-Ins tab in the Menu Commands group, click WebFOCUS, and then click Create Query. The Web Server Connection dialog box opens, as shown in the following image.

    Web Server Connection dialog box

    Note: The Web Server URL must not end with a slash mark (/).

  3. In the Web Server URL field, type the URL for the server on which WebFOCUS is installed. The URL includes the protocol (http: or https:), the server name (for example, localhost), and the server port number (for example, 8080).

    Tip: When you enter a web server URL correctly, the next time that you use WebFOCUS Quick Data, that server will be displayed in the Web Server URL field, or it will be a selection in the drop-down list.

  4. To provide a custom alias, click Advanced. The Advanced Connection Options dialog box opens, as shown in the following image.

    Advanced Connection Options dialog box

    If your WebFOCUS environment has been customized, you can configure the following attributes in the Advanced Connection Options dialog box:

    • HTML Alias. Specifies the alias, defined on the web server, for the ibi_html directory. If your WebFOCUS environment does not use the default /ibi_apps/ibi_html alias, specify the custom alias defined on the remote web server.
    • Client Path. Specifies how calls are made to the web server. Your WebFOCUS environment uses the WebFOCUS Servlet with the ibi_apps context path. As a result, the client path is set to /ibi_apps/WFServlet.ibfs by default.

    Note: The following connections are supported:

    • Anonymous web servers.
    • HTTP and HTTPS.
    • Reporting Servers with and without security.
    • Context paths other than the standard /ibi_html and /ibi_apps context paths.

      You can specify a non-standard context path in the Advanced Connection Options dialog box.

  5. In the Advanced Connection Options dialog box, click OK.
  6. In the Web Server Connection dialog box, click Next to establish a connection to the web server and to start creating reports.

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Procedure: How to Activate Managed Reporting Authorization for Quick Data
  1. Launch WebFOCUS.
  2. In the IBI Portal Welcome Page Menu bar, click Administration, and then click Administration Console.
  3. In the left pane, expand the Configuration section, expand Application Settings, and then click Quickdata.

    The Application Settings - Quickdata panel opens, as shown in the following image.

    Administration Console, Configuration section, Application Settings, Quickdata panel

  4. Type MR in the IBI_Quick_Data_Security parameter.
  5. Keep the default value of NO for the IBI_Quick_Data_Form_Only parameter.

    Note: If you set the IBI_Quick_Data_Form_Only parameter to Yes, users will be limited to creating reports from structured ad hoc forms (SAFs), and will be unable to create reports directly from InfoAssist queries.

  6. Click Save to save your configuration settings.
  7. Clear your application server cache to remove any old configuration files from the memory cache, by clicking Clear Cache in the Main menu, as shown in the following image.

    Administration Console, Main Menu, Clear Cache Menu Option


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