The following are upgrade considerations and product changes for WebFOCUS Quick Data:

• Due to security enhancements starting with WebFOCUS Release 8.1, anonymous users do not have access to the list of Reporting Servers. This impacts access from the Quick Data Excel Add-In, if Quick Data is configured to use WebFOCUS Reporting Server (WFRS) authentication and the Public anonymous user is enabled. To grant access to the list of Reporting Servers, you must configure permissions for the Anonymous user, as described in the following steps.
  1. Sign in to WebFOCUS as an administrator.
  2. In the Resource tree, right-click the Content node, point to View, and then click Full View.

     The Resource tree now shows the available WebFOCUS subsystems.

  3. Right-click the EDA folder, point to Security, and then click Rules.

     The Security Rules - EDA dialog box opens.

  4. Clear the Only show Groups with Rules check box.

     The Anonymous user group now becomes visible.

  5. Click the Anonymous group.
  6. In the bottom pane, click the ListAndRun rule.
  7. In the Access column, change Not Set to Permitted, as shown in the following image.

     

  8. Click Apply, and then click OK.
  9. In the Resource tree, right-click the WebFOCUS node, point to View, and then click Repository View.

     The Resource tree changes to the default state.

  Note: This issue does not occur when Quick Data is configured to use Managed Reporting /WebFOCUS (MR) authentication.

• When using Quick Data with WebFOCUS Release 8.1 and higher, after upgrading from an earlier version, you must manually change the WebFOCUS servlet name from WFServlet to WFServlet.ibfs. Perform the following steps to implement the procedure.
  1. In Excel, select Create Query from the WebFOCUS menu.

     The Web Server Connection dialog box opens, as shown in the following image.

     

  2. Select the environment that you want to update, for example http://localhost:8080.
  3. Click Advanced.

     The Advanced Connection Options dialog box opens.

  4. Ensure that the servlet name in the Client Path has the .ibfs extension, as shown in the following image, and then click OK.

     

  5. In the Web Server Connection dialog box, click Next to establish connection to the web server, and start creating reports.
  6. Repeat steps 1-6 when adding each new WebFOCUS Release 8.1.x environment to Quick Data.

  Note: These steps are not required when installing Quick Data when using the distribution method. When distributing the wfquickdata.xla add-in file and the wfquickdata.cfg configuration file, which are included in the WebFOCUS Release 8.1 package, the Client Paths with the WFServlet.ibfs servlet name are automatically created. For more information on distributing the Quick Data Add-In file, see Using the WebFOCUS Quick Data Add-In manual.