WebFOCUS and ReportCaster Installation and Configuration for Windows Release 8206 July 29, 2020 Active Technologies, EDA, EDA/SQL, FIDEL, FOCUS, Information Builders, the Information Builders logo, iWay, iWay Software, Parlay, PC/FOCUS, RStat, Table Talk, Web390, WebFOCUS, WebFOCUS Active Technologies, and WebFOCUS Magnify are registered trademarks, and DataMigrator and Hyperstage are trademarks of Information Builders, Inc. Adobe, the Adobe logo, Acrobat, Adobe Reader, Flash, Adobe Flash Builder, Flex, and PostScript are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. Due to the nature of this material, this document refers to numerous hardware and software products by their trademarks. In most, if not all cases, these designations are claimed as trademarks or registered trademarks by their respective companies. It is not this publisher's intent to use any of these names generically. The reader is therefore cautioned to investigate all claimed trademark rights before using any of these names other than to refer to the product described. Copyright © 2019, by Information Builders, Inc. and iWay Software. All rights reserved. Patent Pending. This manual, or parts thereof, may not be reproduced in any form without the written permission of Information Builders, Inc. Contents Preface ......................................................................... 9 Conventions ........................................................................10 Related Publications .................................................................11 Customer Support ...................................................................11 Information You Should Have ..........................................................12 User Feedback ......................................................................13 Information Builders Consulting and Training ............................................ 13 1. Introducing WebFOCUS and ReportCaster Installation .......................... 15 About WebFOCUS and ReportCaster ....................................................15 WebFOCUS Installation Overview .......................................................16 WebFOCUS and Your Network.................................................... 16 WebFOCUS Components.........................................................17 WebFOCUS Processing.......................................................... 18 WebFOCUS Configuration........................................................ 19 ReportCaster Installation Overview .....................................................22 ReportCaster Components....................................................... 22 ReportCaster Processing.........................................................22 ReportCaster Configuration.......................................................23 WebFOCUS and ReportCaster Installation and Configuration Steps ......................... 24 Application Server and Web Application Overview .........................................24 Web Servers and Application Servers..............................................24 Web Applications............................................................... 25 Running Web Applications........................................................25 Accessing Web Applications......................................................25 Security and User IDs for WebFOCUS and ReportCaster ...................................26 Managed Reporting and ReportCaster IDs..........................................27 WebFOCUS Reporting Server Security Providers..................................... 27 WebFOCUS Reporting Server User IDs............................................. 28 2. WebFOCUS and ReportCaster Installation Requirements ........................31 WebFOCUS and ReportCaster Installation Requirements ..................................31 JVM and J2SE Support Information................................................31 WebFOCUS and ReportCaster Installation and Configuration for Windows 3 Contents WebFOCUS and ReportCaster Machine Requirements................................32 End User Machine Requirements..................................................36 Desktop Requirements.....................................................36 Communication Requirements....................................................36 Web Server and Application Server Requirements................................... 37 WebFOCUS and ReportCaster Machine Java Requirements........................... 38 ReportCaster Distribution Requirements........................................... 38 WebFOCUS Repository Setup ..........................................................39 Repository Options..............................................................39 WebFOCUS Repository Pre-Installation Tasks....................................... 42 Database Collation Utilities ...........................................................43 Possible Errors When Running Scripts............................................. 47 3. Installing the WebFOCUS Client ............................................... 49 Installing the WebFOCUS Client ........................................................49 Troubleshooting the Installation...................................................65 Upgrading From an Earlier 8.2.x Release to Release 8206 ................................ 66 Upgrade Installation Steps.......................................................66 Migrating Configuration Files from Release 8.1 Version 05M to Release 8206 ...............71 Configuration File Migration Utility Implementation...................................72 Upgrading Content From Release 8.1.x or 8.0.x to Release 8206 .......................... 75 Troubleshooting................................................................ 81 Upgrading In Place from Release 8.1 Version 05M to Release 8206 ........................81 Prerequisites for Upgrading In Place...............................................81 Post-Installation Review for Upgrading In Place......................................86 Performing a New Release 8206 Installation Using an Existing 8.2.x WebFOCUS Repository ... 87 WebFOCUS Client and ReportCaster Directory Structures ..................................90 WebFOCUS Client Directories.....................................................90 ReportCaster Distribution Server Directories........................................92 File Permissions for WebFOCUS Client Directories...................................93 Uninstalling the WebFOCUS Client ..................................................... 94 4. Configuring Web and Application Servers ......................................95 Configuration Overview and Options ....................................................96 4 Information Builders Contents Configuration Steps Overview.....................................................96 Configuring Apache Tomcat ...........................................................99 Java Memory Requirement......................................................100 Preparing Tomcat for WebFOCUS.................................................100 Creating WebFOCUS Contexts for Tomcat......................................... 103 Accessing the Shortcut to the Apache Tomcat Properties Window............... 106 Accessing the Tomcat Manager Application.................................. 107 Verifying the WebFOCUS Configuration With Apache Tomcat......................... 107 Configuring Microsoft IIS Version 7.x ..................................................110 Manually Configuring Microsoft IIS Version 7.x.....................................112 Configuring IBM WebSphere ......................................................... 120 Configuring Oracle WebLogic .........................................................130 Java Version Requirement...................................................... 130 Update Java Settings...........................................................130 WebLogic Post-Installation Step..................................................131 5. Post-Installation Verification and Configuration ...............................133 WebFOCUS Client Post-Installation Tasks ..............................................133 Adding WebFOCUS Licenses.................................................... 133 Configuring WebFOCUS in a Split Web-Tier and Application Server-Only Environment.....134 Using the Static Content Server Option......................................134 WebFOCUS Client Verification and Configuration................................... 136 Accessing the WebFOCUS Home Page.......................................136 Accessing the WebFOCUS Administration Console............................ 138 Running the Verification Tool...............................................141 Setting WebFOCUS Administration Console Authentication..................... 141 Defining Communications to WebFOCUS Reporting Servers.....................142 Enabling Active Technologies...............................................143 Active Technologies for Adobe Flex Consideration........................143 Setting Tomcat HTTP POST Maximum Size........................................ 144 WebFOCUS Repository Post-Installation Tasks ..........................................144 WebFOCUS Repository Table Creation............................................ 144 6. WebFOCUS ReportCaster Post-Installation Tasks ..............................147 WebFOCUS and ReportCaster Installation and