Watermark Setting

  • Last update:July 01, 2024
  • Overview

    Version

    FineBI Server Version
    Functional Change

    6.0

    -

    6.1

    The watermark object has been changed from the dashboard to the subject.

    Application Scenario

    It is a focus of enterprise information security to prevent bulky online data generated during enterprise development from being leaked. Enterprises need to prevent external data breaches and intentional and unintentional data leakages caused by internal employees.

    Watermarking is an effective way to prevent data leakage. The reasons are as follows.

    1. When internal employees take screenshots or export related information, watermarks remind the employees that the information is confidential and retained inside the enterprise.

    2. If employees leak internal information, watermarks can help enterprises track the person who needs to be held accountable.

    Function Description

    FineBI allows you to set watermarks for specific dashboards under System Management > Security Management > Watermark Setting.

    Setting the Watermark

    Effective Scope

    After you enable the watermark setting, the specified subject in the FineBI project will have a watermark effect added.

    1. The data, component, dashboard, and analysis document in the corresponding subject of the FineBI project have a watermark effect.

    2. Directory, My Analysis, Public Link, and the independent URL have watermark effects.

    Enabling the Watermark Setting

    By default, the super admin can set watermarks for dashboards created by all users in the FineBI system.

    iconNote:
    You are not advised to assign general users the Watermark Setting permission, as the general users cannot select other users' dashboards.

    Log in to FineBI as the admin, choose System Management > Security Management > Watermark Setting, and enable Watermark Setting.

    You can set the watermark content and attribute on the left configuration panel so that the preview effect on the right can be adjusted in real-time accordingly.

    The following table describes the setting items.

    Settings
    Description

    Watermark Setting

    After you enable the watermark setting, the dataset, component, dashboard, and analysis document in the corresponding subject will have watermark effects.

    Watermark Object

    Effective Scope of the Watermark in the FineBI Project:

    1. The data, component, dashboard, and analysis document in the corresponding subject have a watermark effect.

    2. You cannot set a separate watermark for a specific dashboard.

    3. The newly created analysis subject has a watermark by default.

    4. Directory, My Analysis, Public Link, and the independent URL have watermark effects.

    Effective Scope of the Watermark in the Report:

    The .cpt general report and .frm dashboard in the project have watermarks by default.

    If the report has a separate watermark setting, the separate watermark of the report will be displayed preferentially. For details, see Watermark Setting.

    Watermark Content

    Custom Formula

    Rule:

    1. The watermark content is in the Username + Current Time (formula: =$fine_username + now()) format by default.

    2. Strings need to be enclosed in double-quotes (") or single-quotes ('), such as "aaaa" and 'number'.

    3. If you input invalid content, the message "Invalid Formula" will be prompted.

    4. The XML content written to the watermark needs to be enclosed in <![CDATA[]]>.

    Example:

    1. Company name + Username + Current time: ="Company name" + $fine_username + now()

    2. Company name + Department + Username: ="Company name" + GETUSERDEPARTMENTS(1) + $fine_username

    GETUSERDEPARTMENTS(X) is used to obtain the No.X level department within the department position. For details, see Parameter Control for Fine-grained Permissions.

    3. Username + IP address: =$fine_username + getIp()

    Username

    The username (not the real name of the user) of the logged-in user is displayed.

    IP

    The IP address of the logged-in user's device is displayed.

    Current Time

    The current time is displayed.

    Watermark Color

    The color is gray by default, which can be customized.

    Font Size

    The size defaults to 20, which can be customized.

    Watermark Spacing

    1. The spacing is 200 (horizontally) and 100 (vertically) by default, which can be customized.

    2. The values of horizontal and vertical spacing can not be less than 100 and 50 respectively, both of which can not be negative.

    Effect Display

    Data

    The tables in Public Data and My Analysis and the data display area on the edit and preview pages all have a watermark effect.

    Component and Dashboard

    PC

    The following figure shows the preview effect on PC.

    iconNote:
    If you do not log in to FineBI through the HTML5 terminal and directly preview a single dashboard with the public link, the $fine_username$fine_role, and $fine_position parameters will not take effect.


    Mobile Terminal

    The following figure shows the preview effect on the DataAnalyst app and the HTML5 terminal.

    iconNote:
    If you do not log in to FineBI and directly preview a single dashboard with the public link, the $fine_username$fine_role, and $fine_position parameters will not take effect. For details, see Accessing the Report/Project on the HTML5 Terminal.


    Watermark - Username (Name)

    The admin can use the system parameter $fine_username to set the watermark content to the username (requiring indirect implementation through SQL functions in this case).

    1. Configure the data connection configuration by referring to Introduction to FineDB and name the data connection FineDB.

    2. In Watermark Setting, select Custom Formula from the drop-down list of Watermark Content, and enter the formula: =sql("FineDB","SELECT realname FROM FINE_USER where username ='"+$fine_username+"'",1,1) + today().

    3. After login, view the preview effect (Username + Current time), as shown in the following figure.

    Notes

    1. The watermark can be displayed only in the exported PDF files (not displayed in the exported Excel files).

    2. The watermark can be displayed in the exported dashboard displaying the result of scheduled tasks.

    3. In Internet Explorer 11 and earlier versions, the watermark display effect is highly similar to that in browsers of later versions. However, watermarks may block clicks due to browser compatibility. Just use another browser.


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    主题: System Management
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