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Permission Export Plugin

  • Last update:  2024-03-12
  • Overview

    Version

    FineBI Version
    JAR PackageAuthorization Export PluginFunctional Change

    5.1

    2020/04/03

    V 2.0

    Supported the function of exporting permission-related Excel files.

    5.1.7

    /

    V 3.0

    Supported the function of automatically generating permission-related server datasets.

    5.1.13

    /

    V 3.1

    Changed the field VIEWABLE in the user-module table into USABLE.

    5.1.17

    /

    V 3.2

    Supported the function of exporting User permission to BI data.

    Application Scenarios

    • Many enterprises attach great important to permission and need to conduct periodic user access reviews to ensure that the right personnel have needed access permissions and nothing more.

    • Because of personnel and admin changes, it is inconvenient for new admins to know and organize specific situations of previous permissions.

    Functions

    By installing the Authorization Export plugin, you can finish permission auditing quickly.

    • The Authorization Export plugin can automatically organize users' information and permission details which can be exported as Excel files with one click.

    • The Authorization Export plugin can automatically generate permission-related server datasets and allows setting parameters. You can directly call a dataset for permission preview or task schedule.

    iconNote:

    When URL is integrated with the permission management interface, the Authorization Export plugin is unavailable.


    Introduction

    Installing the Plugin

    Click to download:com.fr.plugin.management.export.v11-3.3.2.zip

    For details, see Plugin Management.

    Permission Export

    Log into the decision-making platform as a super admin, choose Manage > Permission, and click the Authorization Export tab.

    For permission tables and table fields that support export, see section "Supported Tables".

    iconNote:
    Only the super admin can see the Authorization Export tab.


     1.png

    Click  to export. A notification will be pushed on the platform whether the export is successful or not. After successful export, you can download the file.

    iconNote:
    If export fails, a prompt will pop up: Authorization export failed, please try again.


     2.png

    Permission Dataset

    FineBI server version 5.1.7 or later with the Authorization Export plugin version 2.0.1 or later support this function.

    After the plugin is installed, choose Manage > Data Connection > Server Dataset, and permission-related server datasets are automatically generated.

     3.png

    You can add database tables and call related datasets for permission preview or task schedule during the data preparation phase.

    Some datasets can be configured with parameters. For details about table structures and field definitions, see section "Supported Tables".

    Supported Tables

    The tables supported in Authorization Export and permission auditing are as follows.

    Permission Table

    Table Definition

    Permission Export

    Permission Dataset

    Parameter in Permission Dataset

    user_info

    Users' information

    Support

    Support

    Not support parameters. Use full data.

    user_module

    Users' permission of the platform management module

    Support

    Support

    Not support parameters. Use full data.

    user_entry

    Users' permission of Directory

    Support

    Support

    Support parameters. Username can be passed.

    user_template

    Users' permission of a single dashboard

    Support

    Support

    Support parameters. Username can be passed.

    user_connection

    Users' permission of Data Connection

    Support

    Support

    Not support parameters. Use full data.

    user_package

    Users' permission of FineBI data

    Support

    Support

    Support parameters. Username can be passed.

    role_entry

    Roles' permission of Directory

    Not support

    Support

    Supports parameters. Role can be passed.

    role_template

    Roles' permission to a single dashboard

    Not support

    Support

    Supports parameters. Role can be passed.

    role_package

    Roles' permission of FineBI data

    Not support

    Support

    Supports parameters. Role can be passed.

    dep_role_entry

    Departments' permission of Directory

    Not support

    Support

    Supports parameters. Department path can be passed.

    dep_role_template

    Departments' permission of a single dashboard

    Not support

    Support

    Supports parameters. Department path can be passed.

    dep_role_package

    Departments' permission of FineBI data

    Not support

    Support

    Supports parameters. Department path can be passed.

    iconNote:

    Parameter values can be set to empty, a single value, or multiple values:

    1. Parameter as empty: No need to enter. Query full data.

    2. Parameter as a single value: Enter technical support. The queried parameter value is the permission of technical support.

    3. Parameter as multiple values: Enter technical support|sales department (The string | is needed.) The queried parameter value is the permission of technical support or sales department.

    user_info

    iconNote:
    The super admin's information is not included in users' information.


    Field

    Definition

    Note

    USERID

    User ID

    /

    USERNAME

    Username

    /

    REALNAME

    Name

    /

    CREATIONTYPE

    Creation type:

    Manual creation

    Synchronous creation

    /

    LASTOPERATIONTYPE

    Last operation type:

    Manual

    Synchronous

    /

    DEPT_POST

    Department and position 

    • Department-position: technical support-member

    • Department/sub-department-position: technical support/central region-member

    If a user has multiple departments and positions, they are displayed together and separated by |, such as development-manager|technical support-manager

     

    ROLE

    Role

    Example: common role

    If a user has multiple roles, they are displayed together and separated by |, such as common role 1|management team.

     

    MOBILE

    Telephone number

    /

    EMAIL

    Mailbox

    /

    ENABLE

    Users' status:

    Enable

    Disable

    /

    user_entry

    Users' viewing, editing, and authorizing permissions of Directory

    iconNote:

    1. Homepage's permissions cannot be exported.

    2. If a user has no viewing, editing, or authorizing permissions of a certain directory, no authorization record of the directory will be generated for the user.

    Field

    Definition

    USERID

    User ID

    USERNAME

    Username

    REALNAME

    Name

    ENTRY

    Location of directories in Manage > Directory > Directory List

    Example: Management cockpit/company comprehensive operation cockpit

    TEMPLATE_URL

    Storage path of dashboards in FineBI

    Dashboard: 1/management cockpit/company comprehensive operation cockpit

    Link: https://www.google.com/

    Report tag: my report task

    VIEWABLE

    User's viewing permission of Directory

    Yes: with the viewing permission

    No: without the viewing permission

    EXPORTABLE

    User's exporting permission of Directory

    Yes: with the exporting permission

    No: without the exporting permission

    EDITABLE

    User's editing permission of Directory

    Yes: with editing permission

    No: without editing permission

    AURHORABLE

    User's authorizing permission of Directory

    Yes: with the authorizing permission

    No: without the authorizing permission

    user_template

    Users' viewing and exporting permissions to a dashboard in FineBI after Role Permission Authentication is enabled.

    iconNote:

    1. If Template Authentication is disabled, the exported content of user_template will be empty.

    2. If a user has no viewing and editing permissions of a certain dashboard, no authorization record of the dashboard will be generated for the user.


    Field

    Definition

    USERID

    User ID

    USERNAME

    Username

    REALNAME

    Name

    TEMPLATE

    Storage path (such as 1/Management cockpit/Company comprehensive operation cockpit) of dashboards in FineBI

    VIEWABLE

    User's viewing permission of dashboards

    Yes: with the viewing permission

    No: without the viewing permission

    WRITABLE

    User's reporting permission of dashboards

    If the user do not have reporting permissions of dashboards in FineBI, the field value of WRITABLE will be no.

    EXPORTABLE

    User's exporting permission of dashboards

    Yes: with the exporting permission

    No: without the exporting permission

    user_connection

    Users' using, managing, and authorizing permissions of Data Connection after Data Connection Control is enabled.

    iconNote:

    1. If the admin has not enabled Data Connection Control, the exported content of user_connection will be empty.

    2. If a user has no using, managing, or authorizing permissions of Data Connection, no permission record of the data connection will be generated for the user.


    Field

    Definition

    USERID

    User ID

    USERNAME

    Username

    REALNAME

    Name

    CONNECTION

    Name of data connection in FineBI

    USABLE

    Users' using permission of Data Connection

    Yes: with the using permission

    No: without the using permission

    EDITABLE

    Users' managing permission of Data Connection

    Yes: with the managing permission

    No: without the managing permission

    AURHORABLE

    Users' authorizing permission of Data Connection

    Yes: with the authorizing permission

    No: without the authorizing permission

    user_module

    Uses' viewing and authorizing permissions to the platform management module after Hierarchical Permission Management is enabled

    iconNote:

    1. If the admin has not enabled Data Connection Control, the exported content of user_module will be empty.

    2. If a user has no using and authorizing permissions to a certain platform management module, no permission record of the platform management module will be generated for the user.


    Field

    Definition

    USERID

    User ID

    USERNAME

    Username

    REALNAME

    Name

    MODULE

    Management module indecision-making platform

    Example: User

    USABLE

    User's permission of the platform management module

    Yes: with the using permission

    No: without the using permission

    AURHORABLE

    User's permission of the platform management module

    Yes: with the authorizing permission

    No: without the authorizing permission

     

    user_package

    Users' using, managing, and authorizing permissions of groups/business packages/FineBI data tables

    iconNote:

    1. If a user has no using, managing, and authorizing permissions of a certain group/business package/data table, no permission record of the group/business package/data table will be generated for the user.

    2. Users have no managing permission of a single data table.


    Field

    Definition

    USERID

    User ID

    USERNAME

    Username

    REALNAME

    Name

    PACKAGE

    Location of groups/business packages/FineBI data tables

    Example: My Analysis/Business Theme/Sales Management

    ENGINE

    Type of data tables

    Spider: extract data

    Direct: real-time data

    WIDGET_DATAComponent data permission

    yes: with the component data permission

    no: without the component data permission

    USABLE

    Users' using permission of groups/business packages/FineBI data tables

    Yes: with the using permission

    No: without the using permission

    EDITABLE

    Users' managing permission of groups/business packages/FineBI data tables

    Yes: with the editing permission

    No: without the editing permission

    AURHORABLE

    Users' authorizing permission of groups/business packages/FineBI data tables

    Yes: with the authorizing permission

    No: without the authorizing permission

    role_entry

    Roles' viewing, editing, exporting, and authorizing permissions of Directory

    iconNote:

    1. Homepage's permissions cannot be exported.

    2. If a role has no viewing, editing, exporting, and authorizing permissions of a certain directory, no permission record of the directory will be generated for the role.


    Field

    Definition

    ROLEID

    Role ID

    ROLE

    Role

    ENTRY

    Location of directories in Manage > Directory > Directory List

    Example: Management cockpit/company comprehensive operation cockpit

    TEMPLATE_URL

    Storage path of dashboards in FineBI

    Dashboard: 1/management cockpit/company comprehensive operation cockpit

    Link: https://www.google.com/

    Report tag: my report task

    VIEWABLE

    Roles' viewing permission of Directory

    Yes: with the viewing permission

    No: without the viewing permission

    EXPORTABLE

    Roles' exporting permission of Directory

    Yes: with the exporting permission

    No: without the exporting permission

    EDITABLE

    Roles' editing permission of Directory

    Yes: with the editing permission

    No: without the editing permission

    AURHORABLE

    Roles' authorizing permission of Directory

    Yes: with the authorizing permission

    No: without the authorizing permission

    role_template

    Users' viewing and exporting permissions of dashboards in FineBI after Role Permission Authentication is enabled

    iconNote:

    1. If Template Authentication is disabled, the exported content of role_template will be empty.

    2. If a role has no viewing and exporting permissions of a certain dashboard, no permission record of the dashboard will be generated for the role.

    Field

    Definition

    ROLEID

    Role ID

    ROLE

    Role

    TEMPLATE

    Storage path (such as 1/Management cockpit/Company comprehensive operation cockpit) of dashboards in FineBI

    VIEWABLE

    Roles' viewing permission of dashboards

    yes: with the viewing permission

    no: without the viewing permission

    WRITABLE

    Users' reporting permission of dashboards

    If the user do not have reporting permissions of dashboards in FineBI, the field value of WRITABLE will be no.

    EXPORTABLE

    Roles' exporting permission of dashboards

    Yes: with the exporting permission

    No: without the exporting permission


    role_package

    Roles' using, managing, and authorizing permissions of groups/business packages/FineBI data tables

    iconNote:

    1. If a role has no using, managing, and authorizing permissions of a certain group/business package/data table, no permission record of the group/business package/data table will be generated for the role.

    2. Roles have no managing permission of a single data table.

    Field

    Definition

    ROLEID

    Role ID

    ROLE

    Role

    PACKAGE

    Location of groups/business packages/FineBI data tables

    Example: My Analysis/Business Theme/Sales Management

    ENGINE

    Type of data tables

    Spider: extract data

    Direct: real-time data

    WIDGET_DATAComponent data permission

    yes: with the component data permission

    no: without the component data permission

    USABLE

    Roles' using permission of grouping/business package/BI data table

    Yes: with the using permission

    No: without the using permission

    EDITABLE

    Users' managing permission of groups/business packages/FineBI data tables

    Yes: with the editing permission

    No: without the editing permission

    AURHORABLE

    Roles' authorizing permission of groups/business packages/BI data tables

    Yes: with the authorizing permission

    No: without the authorizing permission

    dep_role_entry

    Departments' viewing, editing, exporting, exporting, and authorizing permissions of Directory

    iconNote:

    1. Homepage's permissions cannot be exported.

    2. If a department has no viewing, editing, exporting, and authorizing permissions of a certain directory, no permission record of the directory will be generated for the department.

    Field

    Definition

    DEP

    Department and position

    • Department: technical support

    • Department-position: technical support-member

    • Department/sub-department-position: technical support/central region-member

    ENTRY

    The location of directories in Manage > Directory > Directory List

    Example: Management cockpit/company comprehensive operation cockpit

    TEMPLATE_URL

    The storage path of dashboards in FineBI

    Dashboard: 1/management cockpit/company comprehensive operation cockpit

    Link: https://www.google.com/

    Report tag: my report task

    VIEWABLE

    Departments' viewing permission of Directory

    Yes: with the viewing permission

    No: without the viewing permission

    EXPORTABLE

    Departments' exporting permission of Directory

    Yes: with the exporting permission

    No: without the exporting permission

    EDITABLE

    Departments' editing permission of Directory

    Yes: with the editing permission

    No: without the editing permission

    AURHORABLE

    Departments' authorizing permission of Directory

    Yes: with the authorizing permission

    No: without the authorizing permission

    dep_role_template

    Departments' viewing and exporting permissions of dashboards in FineBI after Role Permission Authentication is enabled

    iconNote:

    1. If Template Authentication is disabled, the exported content of dep_role_template will be empty.

    2. If a department has no viewing and exporting permissions of a certain dashboard, no permission record of the dashboard will be generated for the department.

    Field

    Definition

    DEP

    Department and position

    • Department: technical support

    • Department-position: technical support-member

    • Department/sub-department-position: technical support/central region-member

    TEMPLATE

    Storage path (such as Demo/Analytics/Marketing/Tourism Analysis.frm) of dashboards in FineBI

    VIEWABLE

    Departments' viewing permission of dashboards

    Yes: with the viewing permission

    No: without the viewing permission

    WRITABLE

    Departments' reporting permission of dashboards

    If the user do not have reporting permissions of dashboards in FineBI, the field value of WRITABLE will be no.

    EXPORTABLE

    Departments' exporting permission of dashboards

    Yes: with the exporting permission

    No: without the exporting permission

     

    dep_role_package

    Departments' using, managing, and authorizing permissions of groups/business packages/FineBI data tables

    iconNote:

    1. If a department has no using, managing, and authorizing permissions of a certain group/business package/data table, no permission record of the group/business package/data table will be generated for the department.

    2. Departments have no managing permission of a single data table.

    Field

    Definition

    DEP

    Department and position

    • Department: technical support

    • Department-position: technical support-member

    • Department/sub-department-position: technical support/central region-member

     

    PACKAGE

    Location of groups/business packages/FineBI data tables

    Example: My Analysis/Business Theme/Sales Management

     

    ENGINE

    Type of data tables

    Spider: extract data

    Direct: real-time data

    USABLE

    Departments' using permission of groups/business packages/BI data tables

    Yes: with the using permission

    No: without the using permission

    EDITABLE

    Departments' managing permission of groups/business packages/FineBI data tables

    Yes: with the editing permission

    No: without the editing permission

    AURHORABLE

    Departments' authorizing permission of groups/business packages/FineBI data tables

    Yes: with the authorizing permission

    No: without the authorizing permission

     


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