Network Installation Steps

In this section:

This section explains a network installation of WebFOCUS Developer Studio. In a network installation, Developer Studio is installed on a single shared machine, rather than each developer desktop. Developers then launch Developer Studio on their desktops by executing files that have been installed on the shared machine. This simplifies administration, installation, and upgrading, and allows all developers to use a common preconfigured environment.

A network installation of Developer Studio does not include full WebFOCUS Client connectivity. After installing Developer Studio, you must configure it to access a WebFOCUS environment somewhere on your network. Developer Studio then uses the web server configuration, application server configuration, WebFOCUS Client connectivity, and WebFOCUS Reporting Server of that WebFOCUS environment.

A Developer Studio network installation involves the following steps:

  1. Ensuring Requirements Are Met.
  2. Installing Developer Studio.
  3. Configuring Developer Studio.
  4. Setting Up Access to the Network Installation.
  5. Installing Developer Studio Network Shortcuts.
  6. Launching Developer Studio.

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Ensuring Requirements Are Met

A network installation of Developer Studio can consist of three types of machines. Each machine has its own requirements.


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Installing Developer Studio

Install Developer Studio as explained in Installing Developer Studio. Be aware that when providing a network installation license, you will not have the option to install, or configure Tomcat or other supported configurations.

You must install using the proper license code for a network installation.


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Configuring Developer Studio

How to:

To configure a network installation of Developer Studio, you must set up access to instances of WebFOCUS that are installed on your network. You do this by defining WebFOCUS environments.



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Procedure: How to Define a WebFOCUS Environment
  1. If WebFOCUS and Developer Studio are on the same machine, start the WebFOCUS Reporting Server and ensure that the web and/or application servers are started.
  2. Start Developer Studio from the Start menu by selecting Programs, Information Builders, WebFOCUS 81 Developer Studio, and WebFOCUS Developer Studio.
  3. If prompted to log on, log on to the WebFOCUS Reporting Server.
  4. If the Developer Studio Explorer appears, click the File menu and then Show Environments to display the Environments List. In some environments, the Environments List appears by default.

    The Environments List lets you define connections to WebFOCUS environments.

    The following image shows the Environments List dialog box.

    Environments List dialog box

    The Environments List shows all WebFOCUS environments defined for Developer Studio. If you had previously installed Developer Studio, WebFOCUS environments may already be defined. Otherwise, only the localhost environment displays.

    Note: If you previously set up this machine for a Developer Studio network installation, select your development environment and click Set Development Environment. Then click OK and restart Developer Studio.

  5. Select localhost and click Properties to edit the default settings.

    The WebFOCUS Environment Properties window opens, as shown in the following image.

    WebFOCUS Environment Properties window

  6. Change the Description field to a name end users should see when they launch Developer Studio from remote machines. The name localhost will be misleading since they will be on their local machines.
  7. Change the Host Name and port to access the web server where WebFOCUS is configured. Do not use localhost for the host name even if WebFOCUS is installed on the same machine as Developer Studio. When end users launch Developer Studio, localhost will resolve to the end users machine, and not the Developer Studio machine.
  8. Optionally, you can specify the connection timeout, in seconds. You can specify a connection timeout between 120 seconds and 240 seconds if you are experiencing connection failure because of timeouts. The default connection timeout is 60 seconds.
  9. Click through the panes of the WebFOCUS Environment Properties window to change any default options that are customized in your environment.

    For additional information on defining environments, see Configuring the Local Reporting Server Security.

  10. Click OK when you have set up the default environment.

    If you wish to define additional WebFOCUS environments, click Add on the Environments List.

  11. Click OK on the Environments List when you have defined all your environments.

    The Developer Studio Explorer opens.

  12. If prompted to log on, log on to the WebFOCUS Reporting Server.
  13. Ensure that the Developer Studio Explorer functions properly and that your WebFOCUS environments are accessible.
  14. Stop and start the product again to ensure that you can reconnect to the environment and to confirm operability.

Note: The WebFOCUS Reporting Server in the WebFOCUS environment should not be the WebFOCUS Reporting Server installed as part of Developer Studio. The WebFOCUS Reporting Server installed as part of Developer Studio supports a very limited number of users (agents) at one time.


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Setting Up Access to the Network Installation

How to:

For developers to run Developer Studio off the network, you must complete the following on the Developer Studio machine:

  1. How to Set Up Network Shares.
  2. How to Copy the WebFOCUS Environments File (wfscom.xml).
  3. How to Configure the Network Settings.


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Procedure: How to Set Up Network Shares

You must set up a network share before launching Developer Studio from another machine. You can do this by turning the ibi directory where Developer Studio is installed, into a network share. If this is not practical for security reasons, then turn the DevStudio81 directory into a network share.

Note: If the share name is different from ibi, ensure that the new share name is used in the runfocshell.dat configuration file, as described in How to Configure the Network Settings.

To turn the ibi directory into a network share:

  1. Open Windows Explorer or My Computer on the Developer Studio machine.
  2. Navigate to and right-click the ibi directory.
  3. Select Properties.
  4. Click the Sharing tab, as shown in the following image.

    ibi Properties dialog box

  5. Select Share this folder.
  6. Click the Security tab and set permissions for the ibi share directory to Read & Execute and set permissions for the Developer Studio temp folder (install_directory\ibi\DevStudionn\temp) to Write access.

    where:

    install_directory

    Is the directory in which Developer Studio is installed.

    nn

    Is the Developer Studio release number.

  7. Grant access to the share locations for users accessing the network install. You can add users individually or you can add users to a group. A group is easier to maintain, and you can grant the required privileges to the group.
  8. Click OK.


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Procedure: How to Copy the WebFOCUS Environments File (wfscom.xml)

Copy the WebFOCUS environment settings (wfscom.xml) into the DevStudio81\bin directory so they are available to remote Developer Studio users.

When you define WebFOCUS environments, settings are stored in the following file:

drive:\Users\user_id\AppData\
Information Builders\Roaming\wfscom.xml

where:

user_id

Is your Windows user ID.

Note: This file and directory may not be visible by default. To see this directory, open Windows Explorer, click Tools, choose Folder Options, and select the View tab. Then select Show hidden files and folders and click OK.

For remote machines to access the wfscom.xml file, you must copy it to a shared directory. The default location to use is:

drive:\ibi\DevStudio81\bin

When running Developer Studio off the network, a developer can use settings in this file or settings stored on the developer machine. The first time Developer Studio is run off the network, the settings in this file are used. When settings in this file are used, this wfscom.xml file is placed in the end user /Application Data/Information Builders/ directory on the remote machine each time Developer Studio is run off the network. If all developers use the settings in this file, they always see the same WebFOCUS environments.

Caution:



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Procedure: How to Configure the Network Settings

Settings for when Developer Studio is launched off the network are in the following file:

drive:\ibi\DevStudio81\bin\runfocshell.dat

You must edit this file before launching Developer Studio from another machine.

  1. Open the runfocshell.dat file in a text editor, such as Notepad.
  2. Find the following line:
    REGSTRING:LastUsedServer=Name to be supplied by Administrator
  3. Change this line to specify the name of the default WebFOCUS environment. For example:
    REGSTRING:LastUsedServer=WFEnvironment 

    You should have set up this environment as explained in How to Define a WebFOCUS Environment.

  4. Ensure that the correct host name, share name, and UNC directory path appears for accessing the DevStudio81 directory. The host name is set by the install, but you should confirm it and ensure that the share name is correct. Several lines contain this. For example:
    WFSCOM:\\hostname\Ibi\DevStudio81\bin\wfscom.xml
    SHLPATH:\\hostname\Ibi\DevStudio81\bin

    If the host name is incorrect or you changed the share name, update all lines where the host name appears.

    Be aware that the WFSCOM value specifies where remote machines look for the wfscom.xml file. You can change the name and location of this file if needed, but the file name must end in.xml. The file specified is copied to a remote users /Application Data/Information Builders/ directory on the remote machine. The file name on the remote machine will always be wfscom.xml regardless of the file specified by the WFSCOM value.

  5. Save and exit the file.

Most of the settings in this file are created by the installation and should not be edited unless directed by Customer Support.

Warning: The DLL and OCX files listed in runfocshell.dat are loaded on remote machines when Developer Studio is loaded on those machines.


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Installing Developer Studio Network Shortcuts

How to:

An installation program is provided to create shortcuts to launch Developer Studio. Since no disk space is needed on the remote machine, this is referred to as a Zero Footprint WebFOCUS Developer Studio deployment.

Note: A Java JDK must be installed and you should be an administrator to the remote machine.



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Procedure: How to Install Developer Studio Network Shortcuts

To install shortcuts, perform the following on machines from which you wish to run Developer Studio off the network:

  1. Open Windows Explorer or My Computer on the remote machine.
  2. In the Address bar, type the host name of the machine where Developer Studio is installed using the Universal Naming Convention (UNC). This has the form:
    \\hostname 

    where:

    hostname

    Is the host name or IP address of the machine where Developer Studio is installed.

    You should see a list of shared directories including the ibi and java shared directories you created.

  3. Navigate the shared directories to:
    \\hostname\ibi\DevStudio81\Utilities\Local_setup
  4. Run the setup.exe application to install Developer Studio shortcuts.

    The installation wizard launches and a Welcome window appears.

  5. Click Next at the Welcome window.

    You are prompted to create shortcuts.

  6. Select which shortcuts to create and click Next.

    Shortcuts are created.

  7. Click Finish.

Note: To remove the shortcuts from the remote machine, use the Add/Remove Programs option in the Windows Control Panel. The shortcuts appear as Zero-Footprint WebFOCUS Developer Studio. Be aware that this does not remove the registry settings or files described in Network Developer Studio Settings on Remote Machines.


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Launching Developer Studio

Reference:

After installing the Developer Studio shortcuts, you can start Developer Studio off the network by selecting Programs from the Start menu, and then Zero-Footprint WebFOCUS Developer Studio.

Note: The first time that you launch Developer Studio from a machine, you must right-click the Zero-Footprint WebFOCUS Developer Studio shortcut, and then click Run as administrator.

If the WebFOCUS Reporting Server runs with security OPSYS, you may be prompted to log on.

If you receive other errors, review the steps in Setting Up Access to the Network Installation and ensure that WFSCOM is defined correctly in runfocshell.dat.



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Reference: Network Developer Studio Settings on Remote Machines

The first time you launch Developer Studio on a remote machine, the wfscom.xml file is copied from the shared networked machine to the remote machine. The file is normally placed in the following location:

drive:\Users\user_id\AppData\
Information Builders\Roaming\wfscom.xml

where:

user_id

Is your Windows user ID.

Other files are also created in this directory. This directory may not be visible by default. To see this directory, open Windows Explorer, click Tools, choose Folder Options, and select the View tab. Then select Show hidden files and folders and click OK.

When you launch Developer Studio on a remote machine, registry settings are created under:

HKEY_LOCAL_MACHINE\SOFTWARE\Information Builders
HKEY_CURRENT_USER\SOFTWARE\Information Builders

In addition, DLL and OCX files listed in the \\hostname\ibi\DevStudio81\bin\runfocshell.dat file are loaded.


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Customizing WebFOCUS Environments

There are two ways to handle WebFOCUS environment settings when running Developer Studio off the network. Developers can use the common settings on the network or use settings specific to the developer machine.

You can control whether the Remote Update Server Environment from Network appears and whether wfscom.xml is automatically copied by editing the runfocshell.dat file. This file was introduced in How to Configure the Network Settings. The runfocshell.dat file specifies registry entries that great created on developer machines. The registry entries are created each time a developer launches Developer Studio off the network and will overwrite any previous entries.

By default the following lines appear:

REGISTRY:HKEY_CURRENT_USER\SOFTWARE\Information Builders\ DeveloperStudio REGDWORD:IsRemote=1

With these lines, wfscom.xml is copied and developers can choose whether or not to continue copying the file in the future.

You can choose not to show the option by changing the lines to:

REGISTRY:HKEY_CURRENT_USER\SOFTWARE\Information Builders\DeveloperStudio REGDWORD:IsRemote=0

With these lines, wfscom.xml is always copied and developers do not have the option to change this behavior.

You can add the following line if you want to force the copying of wfscom.xml regardless of what a developer has chosen in the past:

REGISTRY:HKEY_CURRENT_USER\SOFTWARE\Information Builders\DeveloperStudio REGDWORD:IsRemote=0 REGDWORD:BypassWFSUpdate=0

With these lines, wfscom.xml is always copied, even if a developer has chosen not to copy it in the past. This is a good way to force all developers to use a new version of wfscom.xml if you make a major change in the environment settings.

If you never want wfscom.xml to be copied from the network, use the following line:

REGISTRY:HKEY_CURRENT_USER\SOFTWARE\Information Builders\DeveloperStudio REGDWORD:IsRemote=0 REGDWORD:BypassWFSUpdate=1

With these lines wfscom.xml is never copied and developers do not have the option to change this.


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Accessing Multiple Networked Developer Studio Installations

The shortcuts provide an easy way to run Developer Studio off the network. However, installing the shortcuts is not required. You can manually run Developer Studio off the network by executing the following file:

\\hostname\ibi\DevStudio\bin\DevStudioLaunch.exe

where:

hostname

Is the host name or IP address of the machine where Developer Studio is installed.

When this is launched, files and registry settings are created as described in Network Developer Studio Settings on Remote Machines.

If developers need to launch Developer Studio from multiple machines, you can create an HTML page containing links that point to the appropriate DevStudioLaunch.exe file of each network install.


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Limiting Access to Developer Studio

There are several ways to limit access to Developer Studio.

or


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Accessing the Developer Studio Help System

On some machines, the Developer Studio help system may not be accessible when running Developer Studio off the network. This is due to a Microsoft security change that takes place when you apply certain Windows service packs, as explained in:

http://support.microsoft.com/kb/896358

http://support.microsoft.com/kb/896054

If you cannot access the help system on certain machines, you can create registry entries on those machines that allow Windows to access the help system. One way to do this is to:

  1. Create a text file containing:
    REGEDIT4
    [HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\HTMLHelp]
    [HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\HTMLHelp\1.x\ItssRestrictions]
    "MaxAllowedZone"=dword:00000001
  2. Save this file as chm.reg.
  3. Place the chm.reg file on the machine that cannot access the help system or on a network location that is accessible to that machine.
  4. On the machine that cannot access the help system, use Windows Explorer or My Computer to navigate to and right-click the chm.reg file.
  5. Choose Merge.
  6. Close Developer Studio if it is open.

The required values are added to the registry.

If you still cannot access the help system, edit the registry and try setting the MaxAllowedZone value to 4. (If you do this through the text file use dword:00000004.) The MaxAllowedZone values are discussed in:

http://support.microsoft.com/kb/896054


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Creating Developer Studio Traces From a Client PC in Developer Studio Network Edition

For the network version of Developer Studio, the Developer Studio trace utility can be used to trace requests from a client PC. To accomplish this, copy the Developer Studio communications layer trace utility (install_directory\Devstudio81\bin\wfscomtrace.exe) from the network PC to any location on the client PC. Run this utility prior to performing the task that is having issues and needs to be analyzed by Information Builders. From the trace utility, enable traces and specify location of trace files.


WebFOCUS