Summary of management system issues

  • Last update:  2022-03-02
  • 1. Overview

    The following table summarizes the management system problems that frequently occur when the administrator uses the management system and users use it:

    Problem

    Program

    Common problems encountered by users

    Abnormal information management

    Summary of common management system platform problems

    Frequently Asked Management Questions

    2. Single sign-on

    In order to log in quickly, single sign-on is often required, as shown in the following table:

    Problem

    Program

    1) Single sign-on

    2) How to realize that users can directly access FineBI after logging in to the company system

    sign in

    Log in through the login authentication interface

    CAS single sign-on

    3. Catalog management

    Problem

    Program

    What directory and where did you hang out

    Cancel the suspended template or delete it

    Catalog management

    How to change the homepage

    How to hang the template to the homepage

    Manage homepage

    4. User Management

    Problem

    Program

    How to add user data

    User management overview

    1) The dashboard and data preparation menu are not displayed when ordinary users come in

    2) As long as you view the dashboard permissions, you cannot edit

    BI View User

    1) Users can make dashboards by themselves

    2) I have added the permissions of the business package and dashboard to the user, why is there only the home directory page after logging in?

    BI design users

    1) Synchronize users

    2) How to import new users in bulk and set permissions

    User sync data set

    User synchronization error

    Report errors when users synchronize

    5. Permission Management

    Problem

    Program

    Assign data package permissions to a role

    Business package authority management

    1) Set more administrators

    2) Description of hierarchical authorization function

    Permission assignment instructions

    You can assign permissions based on departments, permissions, and users

    Assign permissions based on job title

    Tree dataset permissions

    Example of multi-level/tree permission requirements

    Where is the export permission to turn off excel and pdf set?

    Directory template export authority management

    The corresponding login personnel can only see their own data

    Want to log in to different accounts can only see the corresponding data

    Assign data permissions based on logged in users

    Assign the viewing authority to the corresponding department to see the data of its own department

    Assign some data permissions in the data table

    Why does the default user login have no database tables and sql data sets?

    Rights management scenario

    Dashboard sharing permission control

    Dashboard sharing permissions

    Authority management exception

    Permission management exception troubleshooting steps

    6. Template Management

    Problem

    Program

    1) How to get the dashboard of all users

    2) Management of templates

    3) Where can the administrator view the dashboard created by the user?

    Template management

    7. Appearance Configuration

    Problem

    Program

    1) How to change the LOGO and name of the login page

    2) Customize the login page

    3) Display the dashboard or HTML page as the home page

    Appearance configuration

    How to restore the login page

    Login page

    8. System Management

    Problem

    Program

    1) Keep the login status for a long time and reduce the frequency of login verification

    2) What is the login timeout period and where can I see it

    Login timeout

    Can admin log in on multiple computers at the same time

    No, the current version only supports single sign-on

    How to modify platform parameters

    General parameters

    1) Prompt that the amount of data exceeds the limit

    2) How to deal with exceeding the maximum number of rows

    3) Cell limit error

    4) Cache time modification

    BI/Spider parameters

    1) Reminder that the WebSocket port is not open

    2) The impact of not opening the Websocket 48888 port

    3) Login selection default login has been offline

    4) Error: The socket port is not open

    Websocket port is occupied/unavailable

    1) The port is occupied/unavailable 2) The memory management is blank

    9. Task Schedule

    Problem

    Program

    1) What is the main positioning of the timing scheduling function?

    2) Send regular emails/daily reports every day

    3) Automatic export of attachments

    Timing scheduling

    Scheduled tasks to send emails

    Daily report with simple example of scheduled scheduling

    Scheduled task setting steps

    Scheduled task setting steps

    Formula use for timing scheduling

    Formulas supported by timing scheduling

    Scheduled task report error/failure

    Scheduled tasks FAQ

    10. Mobile Platform

    Problem

    Program

    How to configure the mobile platform in the management system to use the App

    mobile platform

    11. Registration Management

    FineBI’s registration issues are summarized in the following table:

    Problem

    Program

    1) How to register

    2) How to register the authorization file

    3) Formal lic registration steps

    Local machine information authentication

    1) The difference between registered and unregistered

    2) BI suddenly appears unregistered will be the cause

    The difference between FineBI registered and unregistered

    Possible reasons for BI registration failure

    Only one BI project can be registered on a server

    12. Operations and Maintenance

    Problem

    Program

    1) Resource migration

    2) How to migrate the dashboard

    3) The BI files are moved to other environments for use

    Resource migration

    Dashboard backup

    Backup and restore

    Data migration failed

    Error when database migration fails

    SMS or platform message notification

    Information notification

    13. Data Connection

    Problem

    Program

    1) How to add a data connection to FineBI

    2) Data connection is not available

    3) Types of data connections supported by FineBI

    For details of supported data connections, please refer to: Data connection support range, select the data connection to be created, click the hyperlink, and operate according to the specific steps. (Support Hadoop Hive, Mongodb, Oracle, FineReport and BI data connection and other data connections)

    14. Plugin Management

    Problem

    Program

    1) How to install the plugin

    2) Local installation of plugins

    Plugin management

    15. Security Management

    Problem

    Program

    Set watermark

    Global watermark

    1) An error is reported when the external link is embedded in the webpage we made

    2) iframe nested rejection link

    3) Embedded iframe error "in a frame because it set'X-Frame-Options' to'sameorigin'."

    Turn off the "security headers" switch in the security protection

    csv file cannot be uploaded

    Go to Management System>Security Management>Security Protection, and turn off file upload verification.

    16. Template Authentication

    Problem

    Program

    What are the effects and side effects of template authentication?

    Template certification

    The shared template shows that there is no permission to view

    Template authentication is turned on

    17. Map Configuration

    Problem

    Program

    1) Self-made map area

    2) Map custom setting center point

    3) Add a position directly under each province

    Map configuration

    1) Can geographic information be customized

    2) How to adjust geographic configuration

    3) How to draw geographic configuration lines

    Geographic information

    How to make a custom picture

    Custom Picture [Map]

    Modify the map background color

    GIS background

    Can the map only show the Chinese region, not other countries

    Do not check GIS background

    How to solve the problem of matching geographical information, municipalities such as Shanghai, etc.

    Municipalities match geographic roles (cities)

    Traditional Chinese data table making map component

    Traditional data map matching problem

    18. Deployment

    附件列表


    主题: System Management
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