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Registration Management

  • Last update:  2024-03-06
  • Overview

    Version

    FineBI Version

    Functional Change

    6.0

    -

    Functions

    On the registration management interface of FineBI, you can view the version information and the list of purchased functions of the current product.

    Version Information

    The Version Information tab contains the application name and version number and JAR information of the core module, the data source module, the platform, the report module, and the BI system, as shown in the following image:

    • Application Name: The Web project name.

    • Modules: Core module, data source module, platform, report module, and BI system.

    • Version Number: The version number at the time of registration, such as 11.0, 6.0, etc.

    • Minor Version Number: The version number at the time of registration, such as 11.0.8, 6.0.3, etc.

    • JAR: The date when the decision system project is generated.

    Xnip2023-07-07_16-20-55.jpg

    Registration Information

    Not Registered Version

    The registration information interface of a none-registered version is shown in the following figure:

    Xnip2023-07-07_16-21-54.jpg

    Registered Version

    The registration information interface of a registered version displays the authentication method, version number, expiration time, and the number of IP addresses that access templates concurrently.

    • AUTH Method: Method for authenticating registration information.

    • Machine Information: MAC address and machine code.

    • Version Number: The platform version when you registered FineBI.

    • Application Name: The registered application name.

    • Expired Time: The last day that the registered license file is valid.

    • Concurrency: The number of IP addresses that can access the template at the same time.

    iconNote:

    1. In the case of permanent registration, the registered license file expires 100 years later and by then you can contact FanRuan to get a new authorization for free.

    2. For registered versions, you can choose to opt out of the product improvement program.

    图片32.png

    Function List

    The function list displays all registered function points and plugins, as shown in the following image:

    Xnip2023-07-07_16-44-05.jpg

    Basic Modules

    Basic modules include BI-Real-time Engine, BI-Extraction Engine, BI-Self-service Data Analysis, BI-Dashboard Analysis, BI-Component Analysis, and BI-Analysis Platform.

    You must select at least one of BI-Real-time Engine and BI-Extraction Engine. Other modules must be selected, otherwise, FineBI cannot be used normally.

    After purchasing the license, the detailed functions of basic modules are not restricted. The basic module has no limit on concurrency by default, and you can purchase the accounts as needed.

    BI-Real-time Engine

    Real-time engine can directly connect to the big data platforms on the market, achieving high performance and real-time processing of massive data.

    The user's query for data will be submitted to the database for calculation, and data can be used directly without being extracted.

    The engine is suitable for scenarios where there are high requirements for real-time data and the database performance is fine.

    If this function is not registered:

    • It is not allowed to add base tables that directly connect to the database.

    • The existing base tables with direct connection with the database in the historical project cannot be used for calculation by the real-time engine, and previewing will prompt an error "No real-time engine has been registered".

    • The operations for other tables are not affected.

    Xnip2023-07-07_16-44-48.jpg

    BI-Extraction Engine

    The distributed extraction engine can pre-extract data for offline calculation, achieving high-performance calculation and query of data in the scale of hundreds of millions or more.

    If this function is not registered:

    • It is not allowed to add base tables that extract data from the database.

    • The existing base tables with data extracted from the database in the historical project cannot be used for calculation by the extraction engine, and previewing will prompt an error "No extract engine has been registered".

    • The existing base tables with data extracted from the database stop being updated.

    • The operations for other tables are not affected.

    Xnip2023-07-07_16-44-37.jpg

    BI-Self-service Data Analysis

    You can further process data in "My Analysis".

    You can achieve deep analysis with functions such as filter, group summary, add column, field settings, sort, join, union all, row-column transformation, self-looping column, and field type conversion.

    If this function is not registered:

    • There is no entry to add data into the subject in my analysis and creating a new dataset is not allowed.

    • You can preview and use the existing datasets in the historical project, but cannot perform operations like edit, publish, move, etc.

    Xnip2023-07-07_16-47-32.jpg

    BI-Dashboard Analysis

    The dashboard is a panel of visual components created for displaying data analysis. In the dashboard, you can add filtering components and other components (like tab components, web components, text components, and image components), refer to chart components, and combine drilling, linkage, jumping, and other functions to carry out online analytical processing (OLAP).

    If this function is not registered:

    • Creating dashboards is not allowed.

    • You can preview and use the existing dashboards in the historical project, but cannot perform operations like edit, publish, move, etc.

    BI-Component Analysis

    You can choose from a variety of chart types, and customize the color, size, tooltips, labels, and granularity to create various visual effects for analysis.

    If this function is not registered:

    • Creating new components (there is no entry to create components in the subject) is not allowed.

    • You can preview and use the existing components in the historical project, but cannot perform operations like edit, move, etc.

    Xnip2023-07-07_16-51-18.jpg

    BI-Analysis Platform

    It is composed of public data, my analysis, and directory.

    Public data is used to manage basic datasets (Excel tables, DB tables, SQL tables), ETL datasets, and self-service datasets published by users to the public space, for base table processing, data updates, as well as association and multipath settings.

    My analysis is used to manage Excel tables, self-service datasets, components, and dashboards.

    Directory is used to manage published dashboards, user-favorite dashboards, and shared dashboards.

    If the function is not registered, there are no My Analysis and Public Data modules in the platform.

    Xnip2023-07-07_16-52-23.jpg

    FineBI System

    Decision-making Platform

    With this decision-making platform, enterprises can build a comprehensive decision platform, which provides functions including appearance configuration, system operation and maintenance, system configuration, plugin management, user management, data configuration, and user information monitoring, supporting the analysis of various themes.

    If this function is not registered, you can log into the platform, but the directory of both the administrator and ordinary users is empty, and you cannot add directories.

    Xnip2023-07-07_16-53-54.jpg

    Task Schedule

    FineBI allows you to easily and quickly set up push tasks, such as daily, monthly, quarterly, and annual reports.

    You just need to set scheduled tasks, and the server will automatically complete the set tasks at the specified time.

    FineBI supports scheduled report generation, scheduled data conversion, and scheduled sending of emails, SMS, and app notifications. It also allows specifying directories where reports are generated and viewing report generation results with a Web browser.

    If this function is not registered, there is no 'Task Schedule' module in the system. If you visit http://IP:{port number}/webroot/decision/timer, it will prompt that this function is not registered.

    Xnip2023-07-07_16-54-51.jpg

    Intelligent Operations

    This function can intelligently detect system problems and risks, set thresholds for memory occupancy warnings, actively push alert messages by system messages, emails, and SMS, and notify the operation and maintenance personnel in a timely manner to ensure the high availability of the system.

    If this function is not registered, load monitor, memory session, and template limit are missing in load management, and resource anomaly and disk operation and maintenance are absent in load management.

    SMS Platform

    It integrates the SMS function provided by operators.

    It is compatible with FanRuan's report management system and report template for SMS notification scenarios, such as scheduled task failure notification, intelligent alert notification, user identity verification when changing passwords, and other system message notifications.

    If this function is not registered, you cannot use the SMS platform.

    Xnip2023-07-07_16-56-26.jpg

    Multi-level Data Report

    It supports multiple reporting styles and task reminder methods such as email reminders and system reminders.

    If this function is not registered, you cannot add the multi-level data report tag in the directory management.

    Xnip2023-07-07_16-57-34.jpg

    Group Authority Control

    Through group authority control, multiple departments can share the system, and each department can have its own administrator.  Permissions can be assigned to corresponding employees in the department to form hierarchical management, and the administrators can only assign template permissions within their own scope of responsibility.

    It supports the multi-level allocation of permissions for database connection, report design, and report viewing and management.

    If this function is not registered, you cannot use group authority control. Group permission control consumes function points of the decision-making platform.

    Template Permission Integration

    It allows integration with other information systems through dataset authentication and LDAP authentication and achieves permission control on report pages.

    If this function is not registered, you cannot use the template authentication in the platform.

    Xnip2023-07-07_16-59-11.jpg

    Non-single Sign-on

    Some users, for security reasons, want their accounts to be logged in from only one location. FanRuan provides the option for single sign-on.

    If this function point is unauthorized, the single sign-on configuration is mandatory.

    Xnip2023-07-07_17-00-05.jpg

    Map

    It allows FineBI to visually reflect geographical attributes, indicators, etc. on the map, supporting built-in maps, custom maps, and GIS maps. It could present various styles of maps including regional maps, point maps, heat maps, flow maps, combination maps, etc.

    If this function point is unauthorized, you cannot create a map component by dragging the latitude and longitude fields to the horizontal and vertical axes and an error message will prompt saying that you have not purchased this function.

    If this function point is unauthorized, you cannot use the analysis interface and the preview interface of existing map components normally, and an error message will prompt saying that you have not purchased this function.

    BI-Mobile Terminal

    The mobile end usage involves accessing a single template and directory via App, HTML5 webpage, and HTML5 integrated products (WeChat, DingTalk, third-party App).

    According to the usage scenario, you may need to register different function points, as shown in the following table:

    ScenariosDecision-making PlatformMobile Decision PlatformMobile Terminal Report Display

    PC Platform

    Registration required

    No registration required

    No registration required

    App

    Registration required

    Registration   required

    Registration required

    Browsing a single template via H5 Web

    Integrated a single template with H5 Web

    No single sign-on in case of no registration

    Single sign-on available in case of registration

    No registration required

    Registration required

    Browsing platform directory via H5 Web


    Registration required

    No registration required

    Registration required

    Integrated platform directory with H5 Web


    Registration required

    No registration required

    Registration required

    Mobile Decision Platform

    It refers to the native mobile application developed by FanRuan (App name: FineMobile), which supports iOS and Android systems and features user-friendly and easy to use. It supports binding mobile devices and ensures user information security.

    If this function is not registered, you cannot access the mobile decision platform. You can log into the platform, but cannot see the reports, and there is no mobile platform directory in the management system.

    Xnip2023-07-07_17-16-24.jpg

    Mobile BI Display

    Mobile FineBI adopts native rendering technology and is specially optimized for mobile processors. It far outweighs traditional HTML reports in the rendering speed and smoothness of interactive operations.

    The amount of data required to view reports is only 1/10 to 1/5 of that of traditional HTML reports. Even if you use a 3G network, you can quickly open your dashboard for smooth interaction.

    You can display the contents of the dashboard on mobile devices. It has the unique effects of mobile devices such as self-adaptive and gesture operation, which allows you to zoom in and out the dashboard on your mobile devices and to achieve data drilling and linkage.

    If the function is not registered, you cannot access the dashboard on your mobile devices. If you use the Android system, you can log into the decision-making platform through a browser by entering your username and password. But it is blank and there is no BI dashboard displayed.

    1595927174368530.png

    Mobile Terminal Report Display

    The mobile end adopts native rendering technology and is specially optimized for mobile processors. It far outweighs traditional HTML reports in the rendering speed and smoothness of interactive operations.

    The amount of data required to view reports is only 1/10 to 1/5 of that of traditional HTML reports. Even if you use a 3G network, you can quickly open your report for smooth interaction.

    You can display the contents of the report on mobile devices. It has the unique effects of mobile devices such as self-adaptive and gesture operation, which allows you to zoom in and out the report on your mobile devices and to achieve data drilling and linkage.

    If the function is not registered, you cannot access the report on your mobile devices. You can log into the decision-making platform through a browser by entering your username and password. But it is blank and there is no report displayed.

    177.png

    FineReport Charts

    Static Chart

    It provides multiple self-developed static charts. You can generate charts based on report data and configure the title and style of the chart.

    2022-07-22_12-32-02.png

    Extended Chart

    You need to install the Extension Chart plugin in advance. After the plugin is installed, you can select and create an extended chart.

    The currently released extension chart types include:

    • Scene: scene switching map

    • Globe: 3D column on globe,3D scatter on globe, 3D line on globe

    • Map: carousel GIS point map, carousel 3D combined map

    • Gauge: carousel luminous gauge, waterball chart, pixel point chart

    • KPI card: carousel KPI card, particle counter

    • Time: time gear

    • Column: arc column chart, non-traditional column chart

    • Others: carousel catalog gear, fancy tree

    If the function is not registered, you cannot use the Extension Charts plugin.

    2022-07-22_12-32-42.png

    Advanced Chart Interaction

    It includes data linkage (clicking a datum in a chart causes data in other charts or cells to change), monitor refresh (when data in the database changes, the chart dynamically changes in and prompts the changed content), and flashing animation (important graphics flashes).

    If this function is not registered, you cannot establish associations between charts and reports, and there is no linkage effect, dynamic data changes, or flashing effect.

    2022-07-22_12-36-44.png

    HTML5 Dynamic Chart

    FineReport uses html5 Canvas and SVG to allow dynamic charts to be displayed on the browser, with rich animations and interactive effects.

    If this function is registered, you can display dynamic charts using Canvas and SVG and set animation effects, interactive actions, coordinate axis prompts, highlight selected content, zoom coordinate axis, etc.

    If this function is not registered, charts cannot be dynamically displayed with Canvas, and there is no animation effect, interactive actions, coordinate axis prompt, highlighted selected content, or coordinate axis scaling.

    If this function is not registered, you cannot use Advanced Chart Interaction.

    2022-07-22_12-36-444.png

    FineReport Report

    Multi-report Runtime Environment

    It can switch design reports where there are multiple running reports.

    A multi-report environment refers to a scenario where there are multiple working directories. The independent application or integrated application of each report will form a working directory. Each working directory contains jar files, report template files, resource management files, etc.

    If you install FineReport on your computer, the webroot folder in the local installation directory functions as a separate local working directory.

    If there are multiple environments such as testing environments and production environments, FineReport allows you to easily switch between multiple working directories.

    Remote Design

    FineReport adopts a three-tier structure to allow creating and modifying report templates on the designer remotely.

    It enables local design and remote publish in the remote design mode and allows you to directly edit and modify server-side report files.

    Direct connection fails if this function is not registered, and it will prompt that "Current lic does not support remote design, please update the lic".

    iconNote:
    To remotely connect to the BI project, you must enable this function for both the designer and the BI project.

    2022-07-22_12-41-22.png

    Dashboard 

    By simply and flexibly dragging components, you can quickly make a dashboard, which is more beautiful than traditional cell reports. It can adapt to the size and resolution of screens. The component layout is intelligently arranged with great interaction effects. It is very suitable for building a decision-making visual board.

    If this function is not registered, you cannot use dashboards.

    2022-07-22_12-42-544.png

    Aggregation Report

    It allows you to place report elements on a canvas and o edit and combine any report element.

    It is very difficult to make complex large reports that involve multiple data sources and a lot of statistics and indicators in a conventional way. The aggregation report function can greatly simplify your report-making work.

    If this function is not registered, you cannot open, create, or preview aggregation reports.

    2022-07-22_12-42-54.png

    Data Entry

    The data in a data entry report can be entered into different tables of the same database or into different databases.

    If this function is not registered, you cannot use Data Entry Preview.

    2022-07-22_12-49-36.png

    Data Analysis

    By adding the op=view parameter to the report access address, you can use FineReport to re-analyze data on the current page for in-depth analysis, saving you from repeated data connections.

    iconNote:
     To preview the collapse tree effect, you need to select Data Analysis (op=view) in the drop-down list of the preview button.

    If this feature is not registered, you cannot preview reports in data analysis mode.

    2022-07-22_12-50-24.png

    Parameter Query Interface

    FineReport offers a dedicated parameter panel for you to query data quickly. You can create a desired interface by dragging and dropping relevant widgets there and customizing the layout.

    The parameter panel is on the upper part of the report-making interface. Layout parameter query panel through dragging and dropping more than 20 types of widgets including string control, number control, date, drop-down box, drop-down boxes, drop-down checkbox, drop-down tree, drop-down multi-select tree, radio button group/checkbox group, password, Iframe, list, view tree, and multi-file upload.

    You can set basic properties of the parameter panel, including whether to display the panel, whether to display report content before querying, panel background, and panel display position.

    If this function is not registered, the parameter panel will not be displayed on the preview interface, and the summary results of the displayed report will not be displayed.

    Multi-sheet Report Design

    It supports creating multi-sheet reports in the designer, as well as importing and exporting Excel files with multiple sheets.

    If this function is not registered, multi-sheet reports cannot be used for calculation normally, and cannot be previewed or filled.

    Xnip2023-07-07_17-30-01.jpg

    Multi-datasource Connection

    It allows a report to retrieve data from multiple databases or tables and allows for cross-datasets calculations in the report.

    If this function is not registered, the filter associations selected in Data Column > Filter > Common Condition cannot be a data column. Otherwise, the data of another dataset will be lost.

    2022-07-22_12-52-51.png

    Enhanced Statistical Analysis Module

    It supports custom grouping (including conditional grouping and formula grouping), as well as hierarchical coordinate formulas for making templates that require comparative analysis (providing comparison methods like year-on-year, month-on-month, ranking, proportion, accumulation, etc).

    If this function is not registered, errors will occur when you use the custom group function and hierarchical coordinates. It will prompt that you are using an unregistered feature.

    2022-07-22_12-54-42.png

    Excel Import

    It supports importing data from Excel into the database in the browser using Custom Import Excel Record in the toolbar or batch import without preview.

    Most business personnel are proficient in using office software and often find that data have already been saved in Excel files of the same format when filling out reports.

    Therefore, when filling out the form, you can import the data stored in Excel online into the current page using the toolbar button or batch import without preview, and submit them to the database, saving you from re-entering data.

    If this function is not registered, Custom Import Excel Record in the toolbar will not work. And it will prompt that you have no permission to use batch import.

    16327058827oy3.png

    Print Export

    It allows you to print reports accurately and clearly. It supports zero client printing and provides many other advanced functions such as client-end silent printing.

    Templates can be exported in various formats such as pdf, excel, word, images, and so on.

    If this function is not registered, you cannot use the print and export in the toolbar, and it will prompt that you need to update the license.

    2022-07-22_12-51-365.png

    FRMBS Layout

    It allows you to adjust the layout of frm on the web page to speed up frm design and debugging. For more details, see Developer Debug.

    License Expired Reminder

    Some users use short-term authorized projects, which will be affected by the expiration of the authorization.

    Automatic Reminder

    When the project authorization expires, you will see a popup reminder for registration after you log into the FineBI system, as shown in the figure below: 

    image2023-7-20_14-45-54.png

    When you are viewing the dashboard, it will prompt "System is unregistered or number of visitors exceeds limit".

    chaoxian.png

    Manual Reminder Setting

    FineBI has a License Expired Reminder function to remind users to replace authorization in advance through SMS, platform, and email.

    The super admin logs into FineBI, click Management System > Registration Management > Global Settings to set the date and the receiver of the expiration reminder and click Save.

    You can set it to remind users to update the authorization from 1 to 15 days before the expiration, and the default value is 7.

    iconNote:

    1. Click Enable SMS Function to configure the SMS setting.

    2. Click Enable Email to configure the email settings. 

    Xnip2023-07-13_09-34-42.jpgWhen reaching the reminder deadline, the system will automatically send the reminder message to the designated recipient at 9:00 a.m. every morning prompting that "Your license will expire in XX days, please re-authorize as soon as possible".

    iconNote:
    No reminder messages will be sent after the authorization officially expires.

    1) SMS reminder

    1645757680uSTF.png

    2) Platform reminder

    Xnip2023-07-13_09-44-27.jpg

    3) Email reminder

    Xnip2023-07-13_09-59-04.jpg

    Function Point Comparison During Re-registration

    Some users' license file has a short valid time and need to re-register regularly. If there are missing function points in the new license file, it may cause the previously made dashboard to be unusable.

    Therefore, the system will compare the new and the old license files when you register again. If there are changes in the function points, you will be notified.

    It will prompt "Sure to stay registered?" and "There are changes in the new lic file function points, which may cause the project to not work properly! Please contact technical support to check the lic file."

    16694506822A2I.png

    Please carefully check whether you want to change the function points. Please contact technical support in time if there is any problem.

     


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