Configuring SAS Web Report Studio: Configuring SAS Web Report Studio

Configuring SAS Web Report Studio

Use the Configuration Manager to Configure SAS Web Report Studio Properties

The Configuration Manager plug-in available in SAS Management Console enables you to perform various administrative tasks such as configuring properties and values for SAS Web Report Studio. In previous versions of SAS software, properties and values were defined in XML files. In SAS 9.2, properties and their values for SAS Web Report Studio are specified on the Advanced tab within the Web Report Studio 4.3 Properties dialog box. For information about how to use the Configuration Manager plug-in to configure properties and values for SAS Web applications, see Using Configuration Manager.

For more information about SAS Management Console, see "State of Your System" in the SAS Intelligence Platform: System Administration Guide.

Configure the Analysis of SAS Web Report Studio Properties

To ensure that a complete analysis of SAS Web Report Studio properties is accomplished at start-up, and to add the results of the analysis to the SAS Web Report Studio log as a warning, follow these steps:

In SAS Management Console on the Plug-ins tab, navigate to Application Management Configuration Manager Web Report Studio 4.3 and right-click to display the Web Report Studio 4.3 Properties dialog box.
Click the Advanced Tab.
Click Add to display the Define New Property dialog box.
Enter the property name as shown and specify the property value:

Property Name: wrs.pfs.logPropertiesAsWarn

Property Value: true
Click OK to exit the Define New Property dialog box.
Click Add in the Web Report Studio 4.3 Properties dialog box.
Click OK to exit the Web Report Studio 4.3 Properties dialog box.
To enable the property to take effect, restart your Web application server.

Set Maximum Values for Report Filters

To configure the maximum number of filter values that can be displayed when report creators define a filter, follow these steps:

In SAS Management Console on the Plug-ins tab, navigate to Application Management Configuration Manager Web Report Studio 4.3 and right-click to display the Web Report Studio 4.3 Properties dialog box.
Click the Advanced Tab.
Click Add to display the Define New Property dialog box.
Enter the property name as shown and specify the property value:

Property Name: webreportstudio.max.filter.choices

Property Value: 1000
Click OK to exit the Define New Property dialog box.
Click Add in the Web Report Studio 4.3 Properties dialog box.
Click OK to exit the Web Report Studio 4.3 Properties dialog box.
To enable the property to take effect, restart your Web application server.

Report creators can configure their reports to prompt for filter values that are generated dynamically when the report is rendered. To enable this feature, report creators choose the Prompting users to select values from a list and the allow users to query for values options in the Create New Filter dialog box. When the report is rendered, report viewers click the Get Values button to load the values that are available for the filter.

You can configure the maximum number of prompt values that can be loaded when report viewers click the Get Values button. The default value is 1,000.

To configure the maximum number of prompt values, and specify the number that you want, follow these steps:

In SAS Management Console on the Plug-ins tab, navigate to Application Management Configuration Manager Web Report Studio 4.3 and right-click to display the Web Report Studio 4.3 Properties dialog box.
Click the Advanced tab.
Click Add to display the Define New Property dialog box.
Enter the property name as shown and specify the property value:

Property Name: webreportstudio.max.prompt.choices

Property Value: 1000
Click OK to exit the Define New Property dialog box.
Click Add in the Web Report Studio 4.3 Properties dialog box.
Click OK to exit the Web Report Studio 4.3 Properties dialog box.
To enable the property to take effect, restart your Web application server.

For more information about dynamic prompt values, or for instructions about creating a filter, see the online Help for SAS Web Report Studio.

Enable Password Management to Provide Access for PUBLIC Users of SAS Web Report Studio

Unregistered (PUBLIC-only) users can pass through authentication but do not have a user definition in SAS metadata, and they are denied access to the SAS 9.2 metadata server. Previously, in SAS Web Report Studio 3.1, PUBLIC users were allowed access to the metadata server by default.

In order to enable PUBLIC users to access SAS Web Report Studio 4.3 (or SAS Web Report Studio 4.2), modify the value for the Allow Public Users field in the Web Report Studio 4.3 Properties dialog box within Configuration Manager. When PUBLIC users are given access to SAS Web Report Studio 4.3, their history and preferences are retained and saved automatically for future use by SAS Web Report Studio.

Provide DBMS Credentials Interactively in SAS Web Report Studio

Typically, SAS Web Report Studio relies on stored credentials in the metadata in order to provide access to third-party DBMS data. The advantage of this approach is that the access is seamless. Users do not need to know a DBMS account ID and password. The disadvantage of this approach is that it requires that you store individual or group DBMS credentials in the metadata. Any change to the users' passwords in the third-party database (for example, Teradata) must be copied to the stored credentials in the metadata.

As an alternative to storing DBMS credentials for use by SAS Web Report Studio, you can require that users provide DBMS credentials interactively. Each user must supply additional credentials (for example, an Oracle account ID and password) one time in each SAS Web Report Studio session in which the user accesses third-party DBMS data (for example, Oracle tables).

When users enter their user IDs and passwords in SAS Web Report Studio, those credentials are valid for the current session only, because they are stored in memory and not in metadata.

Note: SAS Web Report Studio users who schedule and distribute reports must have stored credentials in the metadata. [cautionend]

SAS Web Report Studio can accept user-supplied credentials for secondary servers in two ways:

If a user makes a request that requires DBMS credentials, and those credentials are not stored in the metadata, SAS Web Report Studio always presents the Missing report element dialog box with the Manage Credentials button.
If the administrator configures the Show Manage Credentials option on the Settings tab within Web Report Studio Properties 4.3, SAS Web Report Studio presents users with the Manage Credentials dialog box. As a result, users can supply the DBMS credentials preemptively when accessing their third-party databases such as Teradata, Oracle, or DB2. For information about entering credentials in SAS Web Report Studio, see the SAS Web Report Studio 4.3 User's Guide.

The following figure shows that the administrator has set the value for the Show Manage Credentials field to Yes.

[untitled graphic]

To allow users to enter their credentials by selecting File Manage Credentials in SAS Web Report Studio 4.3, follow these steps in the SAS Management Console:

On the Plug-ins tab under Configuration Manager, right-click Web Report Studio 4.3 and select Properties.
In the Web Report Studio 4.3 Properties dialog box, click the Settings tab.
In the Application Configuration dialog box, select Yes for the Show Manage Credentials field and click OK.
To enable this setting to take effect, restart SAS Web Infrastructure Platform Services and SAS Web Report Studio applications.

Hide Banner Properties for SAS Web Report Studio

Pages in SAS Web Report Studio can be customized, and the product title, report name, and company logo can be hidden from being displayed in the banner.

To prevent the product title from being displayed in the banner, specify the following property name and property value on the Advanced tab within the Web Report Studio 4.3 Properties dialog box:

Property Name: wrs.banner.product.title.hide

Property Value: true

To prevent the report name from displaying in the banner, specify the following:

Property Name: wrs.banner.report.name.hide

Property Value: true

To prevent product title, report name, and company logo from displaying in the banner, specify the following property name and value:

Property Name: wrs.banner.report.hide.all

Property Value: true

To ensure that a file with an XHTML fragment is added to the bottom of a report, specify the following property name and value:

Property Name: wrs.footer.xhtml

Property Value: true

To enable these properties to take effect, restart your Web application server.

Edit LocalProperties.xml File to Set Properties for SAS Web Report Studio

In previous versions of SAS Web Report Studio, the LocalProperties.xml file offered the only practical method to override properties and their values. Although this file is available and supported in SAS Web Report Studio 4.3, it is recommended that you use the Configuration Manager in SAS Management Console to configure and set properties for SAS Web Report Studio. The Configuration Manager offers a consistent interface to set properties for all SAS applications.

If you prefer to create a LocalProperties.xml file, follow these steps:

Locate the sample file in the SAS-configuration-directory\Lev1\Web\Applications\SASWebReportStudio4.3\customer directory. The sample file is named LocalProperties.xml.sample.
Make a copy of this file in the SAS-configuration-directory\Lev1\Web\Applications\SASWebReportStudio4.3\customer directory, and name the copy LocalProperties.xml.

Note: Changes that you make to LocalProperties.xml take effect after you restart your Web application server.

Customize the Product and Browser Window Titles for SAS Web Report Studio

You can replace the default titles for the banner and the browser window in SAS Web Report Studio by customizing the properties in the LocalProperties.xml file. You cannot use the Configuration Manager in SAS Management Console to complete this task.

To customize the titles for the banner and the browser window, follow these steps:

Locate the LocalProperties.xml.sample file in the SAS-configuration-directory \Lev1\Web\Applications\SASWebReportStudio4.3\customer directory.
Make a copy of the LocalProperties.xml.sample file in the same directory, and name the copied file LocalProperties.xml.

Edit the LocalProperties.xml file by locating the following properties, uncommenting them, and specifying the custom values for the custom banner name and window browser title:

<webreportstudio.product.logo.text>
   your custom product title
 </webreportstudio.product.logo.text>
<webreportstudio.page.title.text>
   your custom title for the browser window
</webreportstudio.page.title.text>

Save your changes to the LocalProperties.xml file.
To enable these changes to take effect, restart your Web application server.

Configure the Display of Left Pane in SAS Web Report Studio

When users log on to SAS Web Report Studio 4.2, the application's window displays a left pane in the view and edit page mode. Users can close or open the left pane. The left pane stays open until the user's next logon session or until it is changed.

Beginning with SAS Web Report Studio 4.3, you can customize the initial display of the left pane by specifying a value for the wrs.ReportViewPrefs.LeftPanelOpenState property. The value specified for the wrs.ReportViewPrefs.LeftPanelOpenState property determines the type of initial display of the application's window.

The following table explains values that can be configured for the wrs.ReportViewPrefs.LeftPanelOpenState property in SAS Web Report Studio 4.3:

Property Values for the Display of the Left Pane in SAS Web Report Studio 4.3
Values for the Left Pane Property	Result in SAS Web Report Studio 4.3
open	When users log on to SAS Web Report Studio 4.3, the left pane in the application window is open. This setting is identical to the behavior of the left pane in SAS Web Report Studio 4.2.
closed	When users log on to the application, the left pane in the application window remains closed.
user	This is the default value in SAS Web Report Studio 4.3. When a user logs on to the application, the application remembers the status of the left pane during the user's previous logon session and displays the same setting. If the user closed the left pane during the last logon session, the application continues to keep the left pane closed during the user's next logon session.

To specify whether the left pane in the SAS Web Report Studio 4.3 window should remain open, closed, or implement the user's preferences during the previous logon session, follow these steps:

In SAS Management Console on the Plug-ins tab, navigate to Application Management Configuration Manager Web Report Studio 4.3 and right-click to display the Web Report Studio 4.3 Properties dialog box.
Click the Advanced Tab.
Click Add to display the Define New Property dialog box.
Enter the property name and property value and click OK in the Define New Property dialog box:

Property Name: wrs.ReportViewPrefs.LeftPanelOpenState

Property Value: user

If you want the left pane to remain closed by default for all users that log on to the application, specify the value closed.
Click Add in the Web Report Studio 4.3 Properties dialog box.
Click OK to exit the Web Report Studio 4.3 Properties dialog box.
To enable this property to take effect, restart your Web application server.

Change the Temporary Workspace Location

SAS Web Report Studio 4.2 and later includes support for the wrs.io.tmpdir property. This property enables you to change the location of the temporary workspace for SAS Web Report Studio and SAS Web Report Viewer.

Here are some default locations for the Web application servers:

JBoss:

JBOSS\jboss-4.2.0.GA\server\SASServer1\work\jboss.web\localhost

\SASWebReportStudio\sas.wrs.tmpfiles
WebLogic:

C:\SAS\EntBIServer\Lev1\Web\Temp\sas.wrs.tmpfiles
WebSphere:

C:\Users\userID\AppData\Local\Temp\2\sas.wrs.tmpfiles

You can obtain the default directory path for the temporary workspace from the SASWebReportStudio4.3.log in the SAS-configuration-directory \Lev1\Web\Logs directory.

To change the location of the temporary workspace for SAS Web Report Studio 4.3, follow these steps:

In SAS Management Console on the Plug-ins tab, navigate to Application Management Configuration Manager Web Report Studio 4.3 and right-click to display the Web Report Studio 4.3 Properties dialog box.
Select the Advanced Tab.
Specify the following property names and property values on the Advanced tab within the Web Report Studio 4.3 Properties dialog box:

Property Name: sas.webreportstudio.cleanup.temp.directory

Property Value: Locationoftemporaryworkspace

Property Name: wrs.io.tmpdir

Property Value: Locationoftemporaryworkspace
Click OK to exit the Web Report Studio 4.3 Properties dialog box.
To enable these properties to take effect, restart your Web application server.

Modify Port Numbers for In-Process Scheduling in a Clustered Environment

SAS Web Report Studio 4.3 has 30 ports available for use by the application. These ports are in the range of 7560 to 7589. For in-process scheduling in a clustered environment, the default ports are:

Port 1: 7570
Port 2: 7571
Port 3: 7572

If you have a multiple-level environment, the default port numbers are assigned for each set of three ports. For example, a Lev2 environment uses the following port numbers:

Port 1: 7573
Port 2: 7574
Port 3: 7575

If there are port conflicts or you have a non-clustered environment, you might want to assign different port numbers. In SAS Management Console, go to thePlug-ins tab and navigate to Application Management Configuration Manager Web Report Studio 4.3. Then, right-click to display the Web Report Studio 4.3 Properties dialog box. For more information on changing configuration options in a clustered environment, see "Setting Up Scheduling Using SAS In-Process Scheduling" in the Scheduling in SAS.

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