Template Authentication

  • Last update:September 10, 2025
  • Overview

    Application Scenario

    When a user accesses the system, FineBI can display content for the user based on the user's permissions.

    Integrating FineBI templates into a user system involves setting full-path URLs for previewing templates as the URLs for system nodes. That is, viewing a template in the user system is equivalent to directly previewing it in FineBI. In view of this, template permission control can be regarded as access control over the direct template preview.

    Function Description

    When users log in to the systems to view FineBI dashboards after integrating FineBI into their own systems, they need to authenticate themselves to the system with usernames and passwords by default.

    Besides, FineBI provides role permission authentication to determine the template(s) a user can view. You can select an authentication method as needed.

    MethodIntroductionDocument

    Authenticate User Password Only

    Login authentication is required. After successful login, all users have the same permissions and can view all templates.

    Authenticating User Password Only

    Authenticate Role Permission

    Login authentication is required. After successful login, users can view only the templates on which they have permissions since their permissions vary with the role information.

    Role Permission Authentication

    Authenticate Digital Signature

    The method is not supported in FineBI 6.x.


    Notes

    1. If you disable Template Authentication and then re-enable it, the previous configuration will be retained.

    2. Template Permission Configuration needs to be integrated with Decision-making Platform for use. The following table describes the details.

    Template Permission Integration Function Point
    Decision-making Platform Function PointEffect

    Not purchased

    /

    You cannot use the Template Authentication function.

    Purchased

    Not purchased

    You can use the Template Authentication function. The function takes effect for selected templates to be authenticated.

    The template cannot be mounted on the platform. You can only access the template via links like http://localhost:37799/webroot/decision/v5/design/report/3a830560f7084d72bbd029155a92c556/view.

    Purchased

    You can use the Template Authentication function.

    1. The function takes effect for templates accessed via links like http://localhost:37799/webroot/decision/v5/design/report/3a830560f7084d72bbd029155a92c556/view.

    2. The function does not take effect for directory templates accessed via the platform.

    3. The function takes effect for homepage templates accessed via the platform.

    Template Authentication

    Logging in to the FineBI System

    Log in to the FineBI system as the admin, choose System ManagementTemplate Authentication, and click the  icon.

    Alternatively, enter http://IP address:Port number/webroot/decision#management/template-authority directly in the address bar of a browser.

    1.png

    Enabling Template Authentication

    Click the icon and enable Template Authentication, as shown in the following figure.

    2.png

    Selecting the Template to Be Authenticated

    Click Select and configure authentication for templates as needed, as shown in the following figure.

    By default, authentication is required for all templates. Switching the lock icon to the locked state indicates that authentication is not required for the selected template.

    iconNote:

    1. All users' templates are displayed side by side in Template Authentication, rather than in the hierarchical structure as in Directory Permission where directory permissions need to be set for each user separately.

    2. Do not create a top-level directory named reportlets in the WEB-INF/reportlets path of the project. Otherwise, the template tree cannot be loaded.

    3.png

    Selecting an Authentication Method

    You (the admin) can select an authentication method as needed. Authenticate User Password Only is selected as the authentication method by default. For details about the configuration of each authentication methods, see Authenticating User Password Only and Role Permission Authentication.

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    主题: System Management
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