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This topic provides instructions for installing the Quick Data add-in, configuring the Quick Data add-in in WebFOCUS, and configuring a default WebFOCUS environment in which to use Quick Data.
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You can install the WebFOCUS Quick Data add-in in one of the following ways:
If the Administrator has provided a WebFOCUS environment in which you can work, as defined in a configuration file, you can begin using Quick Data, as described in Using the WebFOCUS Quick Data Add-in. If a WebFOCUS environment is not yet set up for you, you must manually define the WebFOCUS connection parameters, as described in Manually Defining Web Server Connection Settings.
The following topics provide the installation procedures for both methods, and explain how to manually define the WebFOCUS connection parameters.
You can install the Quick Data add-in with a WebFOCUS desktop product, by selecting the WebFOCUS Quick Data check box in the WebFOCUS Developer Studio or App Studio Setup window, as shown in the following image.
When you continue the WebFOCUS desktop product installation, your selection will automatically place the WebFOCUS Quick Data add-in in the proper location, where it can be detected and used by Excel.
Note:
You must separately license WebFOCUS Quick Data when it is used in multi-user WebFOCUS environments, and when a desktop product and WebFOCUS are installed on the same computer.
Whenever you need to install the Quick Data add-in without simultaneously installing a WebFOCUS desktop product, such as App Studio or Developer Studio, you can distribute the files that run the Quick Data add-in directly to those computers that will use it.
Drive:\ibi\WebFOCUS8x\utilities\quickdata\directory
usr/ibi/WebFOCUS8x/utilities/quickdata
C:\Users\userid\AppData\Roaming\Microsoft\AddIns
where:
Is the name of the user logged on to the PC.
After the WebFOCUS Quick Data add-in file is in the proper directory, you must open Excel and select the WebFOCUS Quick Data option in the Add-Ins dialog box, as described in the following procedure.
Use the following steps to enable the Quick Data add-in in Excel 2013.
The Add-Ins dialog box opens, with WebFOCUS Quick Data as an add-in option, as shown in the following image.
Note:
The dialog box closes, and the Add-Ins tab appears on the ribbon.
Use the following steps to enable the Quick Data add-in in Excel 2010.
The Add-Ins dialog box opens, with WebFOCUS Quick Data as an add-in option, as shown in the following image.
Note:
The dialog box closes, and the Add-Ins tab appears on the ribbon.
Use the following steps to enable the Quick Data add-in in Excel 2007.
The Add-Ins dialog box opens, with WebFOCUS Quick Data listed as an add-in option, as shown in the following image.
Note:
The dialog box closes, and the Add-Ins tab appears on the ribbon.
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By default, WebFOCUS Quick Data is configured to provide Reporting Server security, which enables you to create and edit reports using WebFOCUS InfoAssist.
Optionally:
The Application Settings - Quickdata panel opens, as shown in the following image.
Under this setting, the Quick Data add-in presents users with a list of metadata determined by the server configuration and the access limitations in their user or server profiles.
Under this setting, the Quick Data add-in presents users with an authorized list of Master Files, and the metadata they contain, which is based on the application path set in the properties of a repository folder.
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If Quick Data is configured to use WebFOCUS Reporting Server (WFRS) authentication and the Public anonymous user is enabled, you must configure permissions for the Anonymous user, to grant access to the list of Reporting Servers.
The Resource tree now shows the available WebFOCUS subsystems.
The Security Rules - EDA dialog box opens.
The Anonymous user group now becomes visible.
A configuration file is provided with the Quick Data add-in for the Administrator to use as a template when designing a default WebFOCUS environment. The configuration file defines items such as the WebFOCUS web server port number, alias, and client path.
Providing users with a default WebFOCUS environment allows them to bypass the additional step of manually defining these parameters in order to use Quick Data, as described in Manually Defining Web Server Connection Settings.
The configuration file is named wfquickdata.cfg. It is located in the directory:
...\webfocus81\utilities\quickdata\
The configuration file can contain multiple WebFOCUS configurations. Keep in mind that if the configuration file contains more than one WebFOCUS configuration, the last one appearing in the file is the configuration that is used when Quick Data is opened.
The configuration file provided as a template with the Quick Data add-in contains examples of configurations and instructions to help you create your own configuration. The following example displays a typical WebFOCUS configuration:
SERVER_START PROTOCOL=”http” HOST=”localhost” PORT=”8080” HTML_ALIAS=”/ibi_apps/ibi_html” CLIENT_PATH=”/ibi_apps/WFServlet.ibfs” SERVER_END
Note:
Use the following guidelines to create the configuration file:
/ibi_apps/ibi_html
Note: The leading slash is required.
/ibi_apps/WFServlet.ibfs
where:
Is the context root of the WebFOCUS web application. The leading slash is required. You can configure this value.
Is the name of the WebFOCUS Servlet.
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