Accessing FineBI in the DataAnalyst App

Version

Application Scenario

You can configure your own server on the DataAnalyst app and preview dashboards in the directories of the FineBI project

Function Description

You can open the DataAnalyst app and click the SERVER button in the lower left corner of the login page to enter the server list, as shown in the following figure.

FineReport and FineBI demo servers are built-in in the DataAnalyst app, allowing you to preview demo templates and understand the functions of FanRuan products.

You can switch, modify, add, and delete your own server in the DataAnalyst app.

Environment Confirmation

Ensure that the PC and mobile device are in the same network environment. The following three methods are available:

1. Use your mobile phone as a hotspot for your computer.

2. Connect your mobile phone and computer to the same hotspot.

3. Configure an internet-accessible environment for the server.

Note:

To ensure that the computer IP address is switched to the IP address of the wireless network, unplug the wired network.

QR Code Configuration on the Platform

Log in to the decision-making platform as the admin, choose System Management > Mobile Platform > App Configuration, set Server Name and Server Address in Login Configuration, and click Generate QR Code. Then a QR code will be generated in the QR code box.

This document takes the local server as an example. Enter the server address in the http://Ip address:Port number/Project name/decision format, as shown in the following figure.

Note:

Generally, the server address is the URL of the project installed on PC. For details about the special situation, see Direct Access to FineBI Through IP in Tomcat.

Account and Password Configuration

To access templates on mobile terminals, you need to have an account and a password for FineBI. For details, see Platform Users.

After successful initialization, this document takes the built-in user Alice (account: Alice; password: 1) in the FineBI designer as an example.

After downloading and installing the app, open the DataAnalyst app, choose SERVER > New Server, and scan the QR code configured in section "QR Code Configuration on the Platform."

Confirm server information and click the ✔ mark in the upper right corner. Then you can add this project to the server list and will automatically be redirected to the login page, as shown in the following figure.

Note:

1. You can scan the QR code saved in the album.

2. You can manually enter server information. The server address is in the http://IP address:Port number/Project name/decision format.

3. To enhance security, you want the data to be encrypted when the client communicates with the server. If the server has already used HTTPS SSL for encryption, the HTTPS protocol needs to be supported when the server is added in the app.

Enter the account and password of the administrator on the login page. Then you will be redirected to the mobile homepage of the project, as shown in the following figure.

Note: 

1. If you enter the account and password of the built-in user (non-administrator) in FineBI, you need to assign the user the permission to view directories. For details, see Assigning Permissions Based on Users.

2. The FineBI platform adopts AccessToken verification. After you select Auto login, the AccessToken is valid for 14 days. After 14 days, you need to log in again.

Server Editing

The built-in demo server cannot be edited. No edit icon is available on the right.

The added server can be edited. Click the edit icon on the right to enter the manual server edit page, as shown in the following figure. Other operations are the same as server adding.

Sever Deletion

1. The built-in FineBI server and added servers can be deleted.

2. You can swipe left to delete one server.

3. You can swipe right without releasing your finger to cancel deletion.

4. Click the delete icon. Then the message "Sure to delete this server?" is displayed. Click Confirm to delete the server, or click Cancel to cancel deletion.

Server Switchover

1. In the server list, click another server to switch to its login page.

2. Click the SERVER button again. Then the server corresponding to the current login page is in the selected state.

Problem:

When you preview a template on a mobile terminal, the server fails to be connected or the webpage fails to be opened after you scan the QR code, as shown in the following figure.

Network Environment Not Configured

Cause: The mobile terminal is not on the same network as the current computer.

Solution: For details, see section "Environment Confirmation."

Firewall & Internet Protection

Cause: If you ensure that you have performed operations as this document described and configured the application correctly, the error may be caused by the Windows firewall.

Solution: Directly disable the Windows firewall and proceed with preview operations on the mobile terminal. Alternatively, configure the Windows firewall to open the unauthorized port based on the following steps.

1. Choose Windows Security > Firewall & network protection > Advanced settings > Inbound Rules > New Rule, as shown in the following figure.

2. Click Rule Type, select Port, TCP, and Specific local ports, enter the specific local port number in the text box, and save the setting, as shown in the following figure.

Mobile Phone and the Server Not in the Same Network Environment

In an internal network environment, if the server connection fails, you need to confirm whether your mobile phone and the server are in the same network environment.

User Restriction on the Mobile Platform

After Platform User is configured in User Management, if the corresponding user is not added in Mobile User, an error message "You have no right to use the mobile terminal for the time being. Please contact the administrator." will be displayed.

You can disable User Restriction or add the corresponding user in Mobile User. For details, see Platform Users.