WebFOCUS 8: Technical Overview Jim Thorstad Technical Director, WebFOCUS Product Management July 2012 Update

Agenda Introducing WebFOCUS 8 Architecture Security Model Enhancement Highlights Migrating to WebFOCUS 8

Introducing WebFOCUS 8

WebFOCUS 8 Updates the Middle-tier What is WebFOCUS 8? Understanding Middle-tier vs. Server-tier Components WebFOCUS 8 Updates the Middle-tier Report Server 7.7.04 + WebFOCUS Client Managed Reporting ReportCaster BI Portal/Dashboard WebFOCUS Report Server Users Data What is WebFOCUS 8? WebFOCUS 8 is a refresh of the middle-tier, which includes the WebFOCUS Client, Managed Reporting and ReportCaster. WebFOCUS 8 introduces the Business Intelligence Portal, replacing BI Dashboard with an updated experience for developers and end users. Dashboards created in a previous release are still supported in WebFOCUS 8 but the Dashboard is functionally stabilized and we encourage you to explore the new capabilities available in the BI Portal. WebFOCUS 8 requires a 7.7.04 Report Server. This presentation is primarily about WebFOCUS 8, but I will summarizes the highlights of the 7.7.04 server release in a moment. WebFOCUS 8.0.00

Why Did We Create WebFOCUS 8? A Strategic Platform Initiative WebFOCUS 8 Supports Information Builders Customers Across Four Key Markets Enterprise BI SaaS Small Business WebFOCUS ExpressTM IBM DB2 Web QueryTM OEM WebFOCUS Version 8 WebFOCUS Version 8 Platform WebFOCUS 8 is much more than just a new version number; it’s a strategic platform initiative for Information Builders. WebFOCUS 8 addresses the needs of organizations that deploy WebFOCUS in an enterprise BI or Software as a Service model. WebFOCUS Express, a specially packaged version of WebFOCUS 8, enables us to reach the small business market through our partner channel. And you may not know this but Information Builders has a very successful OEM partnership with IBM, which has shipped over 40,000 copies of DB2 Web Query, a BI that is based on WebFOCUS and which will be moving to the WebFOCUS 8 platform in 2012.

Why Did We Create WebFOCUS 8? What’s Common Across these Markets? A rich customizable portal WebFOCUS 8 Platform Enterprise BI Easy to use tools SaaS A fine-grained security model WF Express Integrate with external systems Web Query Why does this matter? All of these markets need a rich, fully customizable portal that encourages collaboration. Easy to use tools that produce informative and engaging output. A fine-grained security model with customizable roles and built-in support for multi-tenancy. The ability to integrate with external applications and security systems. A secure system that is easy to operate and administer. And as always, it must be easy for existing customers to upgrade to WebFOCUS 8. By focusing our resources on a platform that delivers these capabilities we’ve been able to get a better product for all of our customers. Easy to administer A migration path

What is Included in WebFOCUS 8 Marquee Features WebFOCUS Client and Managed Reporting Integrated repository Fine-grained security model External security integration Business Intelligence Portal Rich interface for content & collaboration Drag-and drop and live preview Page-level security WebFOCUS 8 sits on top of a new repository that fully integrates Managed Reporting, ReportCaster, and BI Portal content. Repository content is secured by a new fine-grained security subsystem that offers complete control over how content and BI capabilities are granted to users. WebFOCUS 8 also includes new capabilities for integration with external authentication and authorization systems. There are also many enhancements to Developer Studio, WebFOCUS graphics, Active Reports and our Geographic Information add-on so I encourage you to review the documentation to learn more. [CLICK] One of the biggest changes is the new BI Portal, which brings a rich new interface for deploying content to end users. The drag and drop paradigm with live preview makes it even easier for users to customize their own portal view. We are also introducing page-level security in WebFOCUS 8 so designers have better control over who can see different content

What is Included in WebFOCUS 8 Marquee Features InfoAssist Rich interface for creating reports & graphs Ribbon-style interface replaces Java applet HTML5 charts and a dozen new features ReportCaster Full integration with WebFOCUS 8 Ribbon-style interface replaces Java applet Group schedule administration

What’s New in WebFOCUS Report Server 7.7.04 Released April 2012 Ribbon-based Console Over 110 Enhancements Language (22) Active Technology (6) Server and Console (29) Adapters (30) DataMigrator (19) Resource Analyzer/Gov (5) Required by WebFOCUS 8.0 … making this a compelling update to consider even if you are not ready to move to WebFOCUS 8. http://documentation.informationbuilders.com/ masterindex/html/html_wf_7704/snfhilit/snfhilit.pdf

WebFOCUS 8 Architecture

WebFOCUS 8 Architecture Integrated Repository WebFOCUS Client Managed Reporting BI Portal ReportCaster WebFOCUS Report Server Users Groups Security Reports Schedules Content Metadata Uploaded Data Note that BI Dashboard data is still stored in the /worp directory outside of the new WebFOCUS 8 repository WebFOCUS 8 Repository Application Directories

WebFOCUS 8 Architecture Content is Accessed via the IBFS Service Layer HTTP Service IBFS Service Layer RC Distribution Server Core WF MR/BIP/RC ReportCaster uses an IBFS Service API to access report procedures in the repository Eliminates problematic HTTP requests to the web tier WebFOCUS 8 Repository

Information Builders File System WebFOCUS 8 Architecture Is Built Around IBFS IBFS Service Layer – Internal Subsystem IBFS Path – an Object Addressing Scheme IBFS paths used in drill-down links, schedules, security rules For backward compatibility, migrated content can still be accessed via HREF properties

Information Builders File System IBFS is All-Encompassing IBFS Used to Reference Reports, portal pages Schedules, output Users, groups Report Servers IBFS governs access to everything IBFS is Hierarchical and Enables Security policy inheritance Group nesting Full control over content organization

Information Builders File System IBFS Enables Full Control of Content Organization Mandatory folders in 7x are migrated “as is” … but are no longer required in 8.0 Reports, reporting objects, and library output can be deployed in the same folder Though there is a limite of 1040 characters for the folder path because of our dbms column definition. Folder depth not limited to one sub-folder

WebFOCUS 8 High-level Architecture Running Report Requests WebFOCUS runs interactive requests through IBFS ReportCaster runs scheduled reports through JLINK HTTP Service IBFS Service Layer RC Distribution Server Core WF MR/BIP/RC Web Requests JLINK Scheduled Jobs WebFOCUS Report Server WebFOCUS 8 Repository

WebFOCUS Report Server WebFOCUS 8 High-level Architecture Moving ReportCaster Distribution Server Off JLINK On the Roadmap (post 8.0.01) Enables Passing of WF8 Groups to the Server Use server group profiles with scheduled jobs IBI_WFRS_Passthrough_Groups=ALL RC Distribution Server IBFS Service Layer Enables site.wfs Processing <set> wfvariable (pass) Use WF Variables in scheduled jobs Scheduled Jobs WebFOCUS Report Server

WebFOCUS 8 Security Model

Why a New Security Model? Customer Feedback Related to WebFOCUS 7x Managed Reporting Role Security was Limiting Only 5 base roles and 9 permissions One role for all Domains Domain Security Model was Limiting Couldn’t customize security on sub-folders Content Sharing was Limiting Couldn’t share with specific people Challenging for Multi-tenancy SaaS Deployments Couldn’t allow sharing in a common Domain—user’s would see content from other tenants Dilemma: abandon common domain or drop sharing? WebFOCUS 8 Addresses These Challenges!

WebFOCUS 8 Security Model Key Concepts Security Rule, which Binds Together… Subjects – objects that can be authorized Permissions – capabilities that can be assigned Resources – objects that can be secured Access – type of the rule: permit, deny, etc. Apply To – scope of the rule: folder, folder & children, children only Permission Set – Collection of Permissions Simplifies Rule Creation Security Policy – Collection of Security Rules Effective Policy – Evaluation of the Security Policy Bob has permissions A, B, C on resource X

WebFOCUS 8 Security Model Understanding Group Membership Policy Evaluation Includes Processing of a User’s: Explicitly assigned groups Implicit groups Bob is assigned to the Sales Basic Users group Bob Sales Basic Users is nested under Sales Bob implicitly belongs to Sales Rules associated with both groups apply to Bob

WebFOCUS 8 Security Model Simple Security Policy with 3 Rules Subject Action Permission Set Resource Scope Sales Group Permitted ShareWithGroup Folder & Children Sales Developers Developer Role Sales Folder Sales Group Administrators Manage Groups Note that groups (and users) are unique in that they can be both Subjects and Resources

WebFOCUS 8 Security Model WebFOCUS 8 Security Center – Users & Groups Tab

WebFOCUS 8 Security Model WebFOCUS 8 Security Center – Permission Sets Tab

WebFOCUS 8 Security Model Creating Security Rules Select any IBFS resource and then click Security > Rules… You Must Be Authorized to Create Rules Member of the Administrators group Have one of the Assign Rules… permissions Select a Resource and then select Security > Rules… Select the Subject Select the Permission Set Select the Action and Apply To Repeat with next Permission Set as necessary Repeat with next Subject as necessary Close Security Dialog and Verify Rules Created Select Security > Rules on this Resource…

Dialog shows the resource WebFOCUS 8 Security Model Creating Security Rules – Security Rules Dialog You select a subject Dialog shows the resource Then the permission set, access type and scope Click OK to create the rule(s) You Must Be Authorized to Create Rules Member of the Administrators group Have one of the Assign Rules… permissions Select a Resource and then select Security > Rules… Select the Subject Select the Permission Set Select the Action and Apply To Repeat with next Permission Set as necessary Repeat with next Subject as necessary Close Security Dialog and Verify Rules Created Select Security > Rules on this Resource…

WebFOCUS 8 Security Model Security > Rules on this Resource… Rules on this Resource dialog answers the question: “Who has access to this resource?”

WebFOCUS 8 Security Model WebFOCUS 8 Global Groups Consider Using Global Groups Carefully Through inheritance global groups have access to everything in the repository

WebFOCUS 8 Security Model Benefits Flexible Security Model Over 150 assignable permissions Can develop custom permission sets Sub-Groups and Inheritance Simplify Policy Creation Easy to Use Tools to Create and Verify Security Policies Makes it Possible to Support Many Different Deployment Requirements

WebFOCUS 8 Enhancement Highlights

WebFOCUS 8 Enhancement Highlights Resource Templates Private Content, Publishing, and Content Sharing Localization Licensing Authorization Mapping

Resource Templates The Deployment Challenges Facing Administrators What are our security requirements? How do I design and implement a security policy? How long will it take to create security rules? What best practices should I be aware of? Where do I start?

Resource Templates Simplifying the Creation of Security Policies Resource Templates Automate the Creation of Groups, resources, permission sets, security rules Information Builders Provides Sample Templates Predefined policies for specific business requirements Best practice policy design Good place to start The Domain templates prompt for name & title Select a template

Resource Templates Simplifying the Creation of Security Policies The template creates predefined folders, groups, and permission sets

Resource Templates Simplifying the Creation of Security Policies … and security rules

Resource Templates Support Site and Roadmap Latest Templates Available on Support: Available Templates Updated Domain templates SaaS-oriented templates Each Template Includes Release Notes with installation steps, limitations Policy design worksheet that describes rule definitions and permission sets Create Your Own Templates Plan to document the process in 8.0.01 https://techsupport.informationbuilders.com/tech /wbf/v8templates/wbf_8_resource_templates.html

Private Content, Publishing, and Sharing Fully Configurable My Content Folders Folder Property Enables Support for My Content Assignable Permission Determines Who Gets One Private content, created and saved by a user to their My Content folder

All Content Initially Created as Private Private Content, Publishing, and Sharing Private Content: Simplified Content Deployment All Content Initially Created as Private Doesn’t inherit security rules from above Visible only to owner Administrators with Manage Private Resources can access private content Authorized Users Can Create New Content “In-Place” In 8.0.00 private content, created by a developer is displayed in a non-bold font

All Content Initially Created as Private Private Content, Publishing, and Sharing Private Content: Simplified Content Deployment All Content Initially Created as Private Doesn’t inherit security rules from above Visible only to owner Administrators with Manage Private Resources can access private content Authorized Users Can Create New Content “In-Place” In 8.0.01 all content is non-bold and private content is indicated with a grayscale overlay on the icon

Private Content, Publishing, and Sharing Publishing Private Content Published Items Become System-Managed Inherit security rules from above Create, Publish & Un-Publish are separately assignable Offers Flexible Alternatives to Formal Change Control That require isolated DEV/TEST/PROD environments Particularly Useful in SaaS Deployments Formal change control not practical Tenant developers can work out of view from users Publishing to users is simple IBFS paths don’t change Consider Developing In-Place with Private Content

Private Content, Publishing, and Sharing Content Sharing Enhancements Complete Control Over Content Sharing Share – simple sharing determined by WebFOCUS Share with – user determines who to share with Configurable Policy Determines Available Users/Groups Enhanced Shared Content View Only Users with Shared Content are Displayed Shared content Assignable sharing options

Other Security Enhancements For Customers Using Internal Authentication Strong Encryption for Passwords Configurable Password Policies Built-in User and Administrative Activity Auditing This user Used this API To move this user [2012-05-30 08:30:13,267] INFO groups ed214e45667f0f1 thoja13 addUserToGroup SUCCESS user:smija03 (314568704) group:IBFS:/SSYS/GROUPS/Retail/Developers (614187006) Into this group

What If We Use LDAP/AD for Authorization? Authorization Mapping Key Requirement for Enterprise & SaaS Deployments What If We Use LDAP/AD for Authorization? The user’s group memberships A custom attribute on the user entry LDAP/AD Authorization Mapping is Built-in to WebFOCUS 8 User Attribute LDAP/AD Groups

Authorization Mapping LDAP/AD Authorization Mapping Built-in to WebFOCUS 8 Administrator Maps the Value to a WebFOCUS Group Resource Templates Can Configure the Mapping (8.0.01) Group DN or attribute value is mapped to WF group

LDAP Authorization Mapping Powerful Integration for Enterprise & SaaS Deployments Mapped WebFOCUS groups have a link icon User accounts are automatically created during sign-on

Localizable Content Titles A Complete Solution for Localized Applications Repository data can be localized User sees label based on their language preference

WebFOCUS 8 Client License New for WebFOCUS 8 Enforces Licensed Options Features: BI Portal, InfoAssist, ReportCaster, etc. Managed Reporting user count InfoAssist user count (future release) Work with Customer Support/Account Team Make sure your site code (XXXX.nn) reflects your products WebFOCUS 8 includes a new licensing system. The WebFOCUS client verifies that features being accessed are licensed and that the number of users in the repository doesn’t exceed the number specified in the license key. The Managed Reporting user count is enforced for BI Portal access and for access to legacy Dashboards, for those who are migrating Dashboards created in 7x to WebFOCUS 8. In the future we will also be enforcing the number of InfoAssist users licensed. License keys can be obtained through your account team or through Customer Support—simply open a support ticket for assistance. WebFOCUS 8 client keys are tied to specific Site Codes but not to specific machines so they do not need to be changed as your hardware is upgraded. They do have an expiration date and we are currently creating customer keys with an validity period of about 10 years. A warning is displayed 30 days in advance of expiration. You can update license keys, view their expiration date, and see what is being enforced within the Administration Console.

Migrating to WebFOCUS 8

Migrating to WebFOCUS 8 Built-in Utilities to Simplify the Process Utility Migrates 7x Content ReportCaster Content Managed Reporting Content Dashboards Dashboard Conversion to BI Portals Not Automatic User Experience and Policies Preserved Identical folder structure Identical security policy 8.0 7x

7x Security Policies are Replicated in WebFOCUS 8.0 Migrating to WebFOCUS 8 Understanding the Security Policy for Migrated Content 7x Security Policies are Replicated in WebFOCUS 8.0 The User Default Role feature is enabled Special User Default Role (UDR) Rules Connect Migrated Groups to Migrated Domain folders Special permission sets are configured on the user User Default Role tab is enabled

Migrating to WebFOCUS 8 Managed Reporting Realm Driver WebFOCUS 8 Does Not Include Realm Driver External authentication & authorization support is built-in Using Realm Driver for Authentication Only? Simply configure authentication in WebFOCUS 8 Console

Migrating to WebFOCUS 8 Managed Reporting Realm Driver Configurations Using Realm Driver for Authorization? During migration, external authorization data is read UDR security policies are created Effective security policy is identical after migration However, WebFOCUS 8 no longer looks at external data

What If I Need to Authorizing to External Data? Migrating to WebFOCUS 8 Managed Reporting Realm Driver Migration Planning What If I Need to Authorizing to External Data? LDAP or Active Directory Switch to the LDAP mapping feature RDBMS SQL updates to WebFOCUS 8 repository not supported RDBMS mapping feature (roadmap) Use RESTful web services (planned for 8.0.01) Custom Security Java plug-in interface for authN/authZ mapping (roadmap) Please create a support case to get assistance with any migration topic

Summary

WebFOCUS 8 Technical Overview Summary Rich Portal and Tool Interfaces Replace Dashboard and Java Applet UIs Integrated Repository Based on IBFS Single fully localizable repository for MR, BIP, RC Full control of content organization and security policy Resource templates simplify security policy creation Enhanced Content Publishing and Sharing External Authorization Built-in WebFOCUS 8.0.00 Requires 7.7.04 Report Server Migration Utilities Streamline Upgrade

Thank you!