WebFOCUS User Manual
Contents
1. as a trusted site Websites Enable automatic prompting for Downloads Internet Explorer may block downloads from au to m ati Ca ly d own Od d n g Require server verification httpe for all sites in this zone Uncheck Require server verification 1 Open Internet Explorer sea 2 Click Tools gt Internet Options 3 Click the Security tab 4 Click the Custom Level button 5 Scroll to the Downloads Section Under Automatic prompting for file downloads select Enable Internet Options E General Security Privacy Content Connections Programs Advanced Advanced browser settings Settings Enable Install On Demand I nternet Explorer Enable Install On Demand Other eee 1 Click Tools gt Internet Options Windows will open the Internet Enable page transitions Enable Personalized Favorites Menu Op tions d a og box a Enable third party browser extensions requires restart Enable visual styles on buttons and controls in web pages 2 CI C k th e Ad van ced Ta b g a Force offscreen compositing even under Terminal Server requ i R pep i 3 Scroll through the Settings list and in the Browser section select EE the check box next to Reuse windows for launching shortcuts Show friendly URLs Show Go button in Address bar 4 Cl IC k O K 2 Underline links Always Hover v lt gt Temporary Internet File Settings S2. Save as type Microsoft Excel Worksheet Ww Cancel NOTE Opening a report in Excel format will not provide full excel functions for data manipulation To utilize Excel tools to the fullest save the report and then open in Excel Wo rki N g with Excel Example Excel Workbook When opening reports in Excel please note that multiple Face iwz 1f Culminating Sections Enrolled Students worksheets may contain report information Worksheets are re EE located at the bottom of the Excel Workbook Worksheet 1 adehasr gt Worksheet 3 If many worksheets are present click the arrows to scroll through all worksheets WebFOCUS Menu Bar The banner located in the upper right corner of the screen provides a way to easily navigate the WebFOCUS Portal McCollum Stefanie 5 Enable Accessibilty Took Help Sign Out POWERED BY Sign Out Use this button to logoff WebFOCUS when you are finished You should sign out of the application when ever it is not in use Tools Opens report Library Report Library is a repository of the reports that were distributed using Repot Cast er the WebFOCUS report delivery engine The Report Library is an advanced function of reporting e Deferred Status View the status of any reports which have been run in deferred status Must be coordinated with Systems Analyst e Stop Requests Perform specific searches of the domains available to you Required browser settings There are th
3. you WebFOCUS Help For help with basic understanding and browser set up please refer to this manual or use the WebFOCUS Online Training Module For additional browser setup questions contact CCHelpdesk ccis edu Please submit all WebFOCUS questions issues or requests for new reports to WFReport Request ccis edu If the question or request is related to an existing report please include the name of the report and the Domain location of the report Example The report Active report example for training video is located under the Public domain in the Demo Reports subfolder of Standard Reports Fr Public Domain Fr Standard Reports F Demo Reports ec TAL Active report example for training video i CC Graduation Announcements by Location TAL Culminating Course Sections List What is WebFOCUS WebFOCUS is a Web ready enterprise reporting system that takes advantage of wide distribution capabil ities of the corporate intranet to deliver easy access to the information that users need What is WebFOCUS Portal A portal is a web interface that gives you a point of entry to information Some examples of portals you may be using are e Columbia College CougarTrack e Amazon com e Online Banking e State and Federal Government gov The WebFOCUS Portal allows you the ability to e Run reports e Conduct advanced searches within domains e Personalize the content displayed in a Dashboard view Using th
4. Columbia College established 1851 TECHNOLOGY SERVICES WebFOCUS User Manual Table of Contents What is WebFOCUS Using the WebFOCUS Portal Portal Layout Resource Tree Navigating the Content Node Favorites Recent Items Running Reports Opening Reports Report Parameters Report Output Formats Running a Report Working with Excel WebFOCUS Menu Bar Reguired Browser Settings NADU ABAWWWWWNNE Ee Welcome The Columbia College WebFOCUS Portal a flexible robust and user friendly reporting so lution that keeps data at your finger tips The reports accessible through the WebFOCUS Portal replace select statements and para graphs that you are used to running from XHAL colon prompt in Colleague With the up grade to R18 XHAL colon prompt will not be available so we are embracing the new re porting methods The new tools expand the reporting capabilities and offer more sophisti cated designs to meet your needs Many reports can be delivered in a variety of formats including Excel HTML and PDF The possibilities are endless you can have tabular re ports visualize your data with colorful graphs and charts and drill down from summaries to details This is an exciting opportunity for Columbia College to bring its reporting practices to the next level However we ask you to be patient as it will take time to accommodate all re porting needs It will be a process of continuous improvement and we look forward to working with
5. arameters click the first item hold down the SHIFT key and click the last item you would like to select All items between the two items are selected e To select multiple items that are not contiguous click each item while holding down the CTRL key Report Output Format When viewing a report on the Content Node a visiual indicator of the report output format displays Re port output formats may be Excel HTML PDF PowerPoint fe Resources OF Filter hl Hl Content 15 AHE Division 6 E ag rr scar aia boa ee ET EE 19 Public Domain hl Standard Reports iai lig Demo Reports TAL Active report example for training video gt TL CC Graduation Announcements by Location m Culminating Course Sections List Outputting a report to Excel allows you to manipulate data Whereas outputting a report to either HTML or PDF allows you to simply view report data Additionally some reports may be delivered in comma de limited text file formats csv Below are some example output types m Microsot Office Excel Worksheet mi Adobe Acrobat PDF file Report procedure m HTML file JPG image file Running a Report After selecting your report parameters and report output format if needed it is time to run the report Running a report is the process of pulling data according to the parameters you set and compiling the data into the selected report format At the bottom of the Report Window click th
6. e Run Report button Some reports are unique and will not have a Run Report button as shown above Instead the report may be run by clicking a push button For example 2 as NOTE Please be patient after clicking the Run Report button Depending on the report it may take a few minutes to compile the report data You may only run one report at a time Running a report to an Excel output format prompts you to download the file You have the option of Open the report within a second browser window or Save the report to a location on your hard drive network drive or portable device When you Save a report be sure to rename the File All reports by default are named WFServlet PDF and HTML output formats will automatically open da Save s Save in fe Desktop TE E My Recent Documents sA Desktop 3 E My Documents My en My Computer Pull down the Save GERE H 34 Floppy in menu and select er s Local Disk C the location Ls 2 DVD RW Drive D Desktop smecollum on conettleshome I My Documents gs My Computer hy A Shack he share on ccnethiles Ww S datatel on ccnetfiles P 36 home on conetfiles 1 Se departments on ccnetfiles 2 My Sharing Folders a My Network Places G downloads NOTE By default every report Rename the report is named WFServlet File name WF Servlet vi save
7. e WebFOCUS Portal Opening the Portal The portal is a web based application you will access through Internet Explorer 7 0 or higher It is highly recommended that you use Internet Explorer 9 when running reports with WebFOCUS portal If you do not have access to run Internet Explorer 9 please contact the Helpdesk 1 Open Internet Explorer First time access Add link to your favorites e Click Favorites gt Add to Favorites Windows will display the Add Favor ite dialog box e The Name box will display WebFOCUS BI Portal If you prefer you may type a different name to identify the Web FOCUS Portal in your Favorites list WebFOCUS Business Intelligence Dashboard Microsoft Internet Explorer e Click OK The link will now be saved in File Edt View Mg Tools Help baie your Favorites list Q sax pe Organize Favorites e Inthe future you will need to click Favor ites gt WebFOCUS to access the link 2 Go to the link https webfocus ccis edu You will be at the WebFOCUS Login page 3 At the WebFOCUS Sign In box enter your CougarTrack username EON 4 At the Password box enter your CougarTrack password nb OOS da 5 Click Sign in The Columbia College Portal will be displayed User Name Password O WebFOCUS Portal Portal layout After logging into WebFOCUS Portal you arrive at the Portal Welcome page The Portal contains the fol lowing two areas Menu bar and Resource Tree McCollum Stefanie S E
8. etup your browser to check for newer version of stored pages with every visit to the page 1 Click Tools gt Internet Options Windows will open the In ternet Options dialog box 2 In the Temporary Internet files section click Settings K kenkder maur verset selene 3 Select the option Every visit to the page oee e 4 Click OK CO Every time you start Internet Explorer 5 At the Internet Options dialog box click OK Automatically O Never Desktop Resolution Settings Verify your Desktop Resolution is set to Normal so you may view reports correctly 1 Right click on your Window s Desktop Click Properties Click the Settings Tab Click the Advanced button Change the DPI setting to Normal size 96 DPI Click OK Click OK to close the Display Properties TAM RWN Recommended browser settings Set browser text size to medium This is the default setting in Internet Explorer If you are having problems viewing the reports in the Por tal you can check to be sure this option is selected 1 Click View gt Text Size gt Medium
9. ing output format e Saving Excel files to a network folder Opening Reports When you locate the subfolder with your reports in the Domain tree click on the report name to launch it The report will open in a separate window The Report window contains information about the re port such as purpose Special notes are listed to provide extra information about a report XSCAN Savedlists Report Name of Report Purpose This report will generate a savedlist of course section IDs that is used by Datatel s XSCAN process screen Running this report overwrites the pervious savedlist Run XSCAN after running this report You will be prompted for a term and location Report Information Criteria Any course in the given term at the given location excepting internships directed studies courses of one ROTC study abroad and rather a lot of others Term Location Report Parameters s 11 51 z 11 M11 11 M51 11 01 11 31 11 M31 11 M32 11 12 11 32 11 52 11 M12 11 M52 FL4 Run Report Report Parameters Each report has a unique set of parameters to select prior to running the report Parameters define the scope of the report Parameters may be in a variety of different formats such as drop down menus or text boxes where you enter appropriate data Selecting multiple parameters e There may be times when you need to select multiple parameters for a report If you would like to select contiguous p
10. nable Accessibility Tools Help Sign Out POWERED BY Web Focus Leewen tr Builders gt 5 Data Warehouse Reports gt Financial Aid gt B Public Domain gt E Student Records gt l Technology Services Welcome to WebFOCUS Productions Menu Bar Located in the upper right section of the screen you may enable accessibility if needed The options un der Tools are not being utilized at this time The last option on the Menu Bar is Sign Out Be sure to Sign Out when you are finished working in WebFOCUS Resource Iree Located on the left side of the page contains WebFOCUS Resources such as Content and Favorites Resource Tree The following image shows an example of a Domain Tree displaying multiple domains subfolders and reports all of which can be found under Content on the Resource Tab riter H Content b 19 AHE Division gt E Data Warehouse Reports gt a Financial Aid Domains v E Public Domain pa gt e Subfolders T Demo R ts ATA Active report example for training video Domain Gill CC Graduation Announcements by Location Reports Tree Gil Culminating Course Sections List gt B Patch Testing Reports gt La Reports gt User Manual gt E Welcome Page gt B Reporting Objects gt BE My Content gt B Library Content gt E Other Files gt B Scheduled Reports Git help gt E Student Records Domain A domain is a high level grouping of rep
11. orts Specifically reports are grouped by department then broken into subfolders Domain Tree A domain tree is a structure housing domains that you are authorized to view When the contents of a domain tree change the contents are automatically updated Navigating the Content Node icome Reports D Report List Domains To select a specific domain in WebFOCUS _ ee e 1 Click the Content node 2 To expand the Domain tree click the plus sign next to a Domain 3 Continue clicking the plus signs to expand each tree and locate the report you are looking for Favorites Eee Favorites allow you to bookmark reports you d like easier access to To T oc Graduat i vien designate an item as a Favorite right click the report and on the context menu that Kip opens select Add to Favorites gt 9 Reports Fe You can clear all items in your Favorite Reports list by right clicking Favorites and selecting Clear Favor ites To remove an individual item right click the item in your Favorite Reports list and select Remove Recent Items The Recent Items node lists the items that you have recently accessed Click Refresh if the window was open while you were accessing reports in WebFOCUS This will update the list so you most recently viewed reports are visible Click Clear Recent Items to clear your history This will not actually delete any reports Running reports from Portal e Selecting parameterized reports options e Select
12. ree changes you must make to your browser settings before using WebFOCUS on a non Co lumbia College computer This will ensure the best performance All settings are applied automatically for Columbia College computers When using IE 7 0 or above you may need to display the Menu bar If your Menu bar isn t visible click on the Tools drop down arrow near the upper right hand corner of the browser and select Menu bar A check mark next to an item indicates that the menus are turned on Internet Options f Eg You must add Columbia College as a trusted site in Internet Sn al Seturl Privacy Content Connections Programs Advanced Explorer for reports to pull valid and accurate data Not adding Columbia College as a trusted site may cause report data to be inaccurate Set Columbia College as a Trusted Site Select a zone to VIEW or change security settings 1 gv GO met Trusted sites Restricted sites 1 Open Internet Explorer a eee 2 Click Tools gt Internet Options This zone contains websites that you 3 Click the Security tab nh Pecans eel dice side 4 Click Trusted Sites 5 Click the Sites button to open the Trusted Sites dialog box cami 6 Uncheck Require server verification https for all sites in this zone You can add and remove websites From this zone All websites in 7 Inthe Trusted Sites dialog box type ccis edu J P oE AUS AN lue 8 Click Add 9 Under Websites you should now see ccis edu
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