This option allows you to redesign security and folder organization using the WebFOCUS 8 security model and flexibility of multi-level folders and subfolders. You need to use the Resource Templates to create the WebFOCUS 8 security framework. Then, create new folders and subfolders to suit the needs of your organization.

For example, GlobalCoffee Company wants to upgrade to WebFOCUS 8. They will be replacing all their BI Dashboards with BI Portals and want to leverage the WebFOCUS 8 security model.

The general workflow is:

• Decide on the organization folder structure.
• Prepare the WebFOCUS Sandbox and Development environments.
  • Run the Resource Templates on the Sandbox environment to create the folder and security framework.
• Migrate to a Sandbox environment that was installed with WebFOCUS 8.
  • Copy needed reports to the Resources Template folder structure.
  • Resolve internal references by replacing WebFOCUS 7 internal references with IBFS paths.
• Create and export a Content Management package to move only the new resources created by the Resource Templates.
• Import the Content Management package into the Development environment.
• Start development of portals using the migrated reports.

The scope of this option is dependent on how widespread the use of internal references are within migrated content. So you need to do a thorough evaluation before adopting this approach.