The Welcome page, which is
shown in the following image, is the first page that you see when
you sign in to WebFOCUS.
The content in both the Menu Bar and the Resource Tree varies,
depending on whether or not you are signed in and who you are.
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The Menu Bar is located in the upper-right section of
the screen, inside the Top Banner. The following image shows the
Menu Bar that appears when you are signed in to WebFOCUS.
The Menu Bar allows you to perform a variety of activities.
When You Are Signed Out
- Access the Business
Intelligence Dashboard Public Views.
- Enable accessibility
(turn on a screen reader; applies to Internet Explorer® only).
- Get help.
- Sign in.
When You Are Signed In (You can access additional options,
as well as all the options that you see when signed out, except
that you cannot access the Dashboard Public Views.)
- Change your password
(click on your name).
- Enable accessibility
(turn on a screen reader; applies to Internet Explorer only).
- Administration:
- Access the Security
Center, where you define users and groups and grant access permissions.
- Access the Administration
Console, where you configure, administer, and monitor the components
of the WebFOCUS application.
- Access the Magnify
Console, where you specify settings, configure security, and perform
maintenance and diagnostic tasks for Magnify.
- View and administer
the private resources for groups and users.
- Switch between Normal
mode (seeing your own content) and Manager mode (managing other
user content).
- Tools:
- Access the View Builder,
where you view and administer Public, Group, and Library Views,
and manage users.
- Access the ESRI Configuration
Utility to create or edit a file.
- View the status of
deferred reports, and manage them.
- Stop your outstanding
interactive requests that are running.
- Access the log containing
a detailed report of the session.
- Access the ReportCaster Explorer, where you view ReportCaster content within
columns that provide detailed information specific to the displayed
ReportCaster item (Schedules, Distribution Lists, Library Access
Lists, Library Reports, Watch List Reports).
- Access the ReportCaster Console, where you view the status of your scheduled
jobs and log reports. Authorized users can also view the status
of the ReportCaster Distribution Server and perform configuration
and administration tasks.
- Access the Magnify
Search Page.
- Switch language (this
option appears only if the environment is configured for multiple
languages).
- Access the Business
Intelligence Dashboard Personal Views and Group Views.
- Get help.
- Sign out.
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The Resource Tree, located on the left side of the page,
contains your WebFOCUS Resources, such as Content and Portals. The following
image shows the Resource Tree that appears when you are signed in
to WebFOCUS.
The resources are secured using WebFOCUS
8 security, which is a folder-based system similar to that
of desktop operating systems. The resources differ for every user,
for example, the public user sees only public content.
You may want to create reports using WebFOCUS InfoAssist,
or run existing reports before building or accessing a portal. To
make this easy for you to do, the WebFOCUS Resource Tree is available immediately
upon sign in.
In addition to a simple Filter dialog box, the Resource Tree
contains the following nodes:
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Content. Lists
the folders that you have created on the portal. Yellow folders
are published folders. Gray folders are unpublished.
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Favorites. Lists
the items that you have designated as Favorites. To designate an
item as a Favorite, right-click the item, and on the context menu
that opens, select Favorites.
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Mobile Favorites. Lists
the items that you have designated as Mobile Favorites. To designate
an item as a Mobile Favorite, right-click the item, and on the context
menu that opens, select Mobile Favorites.
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Reporting Servers. Lists
the servers that you can access.
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Portals. Lists
all the portals that you have created. Portals with a blue icon
are published. Portals with a gray icon are unpublished.
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Change Management. Lists
the Import and Export facilities.
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Import. Enables
an administrator to move a change package into an acceptance test.
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Export. Enables
a developer to move changes made to application files to the user
acceptance test environment.
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Node Context Menu Options
Each node in the Resource Tree has a context menu. The
options are:
For more information on context menus for folders and items in
the tree, see Types of Content in the Tree.