Introduction to Data Portal Plugin Installation

Version

Functions

Data Portal plugin, created by FanRuan, provides a unified data query entrance.

This document introduces how to install and use the plugin.

You can obtain the plugin at https://community.finereport.com/plugin/?id=81.

For details, see Plugin Management.

After installation, the Data Portal node is added to System Management in the FineBI system.

To use this plugin of V1.9 and later versions, you need to purchase the Data Portal function point in FineBI License registration. For purchase details, contact FanRuan sales personnel.

If the project is not registered, you can use the Data Portal plugin for a free trial.

If the project has been registered with official License but does not have the Data Portal function, when you preview a data portal, a message is displayed in the bottom right, indicating that you are using the unregistered Data Portal function.

All data portals in the project are displayed under System Management > Data Portal > Portal Management. The Portal Management tab page also displays portal name and last modified time.

On the Portal Management tab page, you can add portals, enable/disable Customization Support, and edit, preview, share, rename, copy, and delete data portals.

Adding a Portal

Log in to FineBI as the admin, choose System Management > Data Portal > Portal Management, click Add Portal, set Portal Name, select a Portal Demo, and click OK.

Portal Name: It cannot be empty or same as that of another data portal.

Portal Demo: FineBI provides three types of portal demos. You can also select Custom to create a blank custom data portal.

When a data portal is created successfully, it opens automatically in a new window. You can edit the content of the data portal and preview/save the portal.

Editing a Portal

Click  on the right of the corresponding data portal to edit the portal.

Previewing a Portal

Click on the right of the corresponding data portal to preview the data portal in a new window, as shown in the following figure.

Note:

The data portal dashboard currently only can be previewed on PC terminals.

Generating a Public Link

Click on the right of the corresponding data portal to copy its preview link, as shown in the following figure.

Admins can mount the preview link into the directory and directly share the link with other users who can view authorized content through the link by logging in to FineBI with their accounts.

 Renaming a Portal

Click on the right of the corresponding data portal to rename the portal.

Copying a Portal

Click on the right of the corresponding data portal to copy an identical data portal, with the default name as Original Portal Name1.

After clicking OK, you successfully copy an identical data portal, and it opens automatically in a new window.

Deleting a Portal

Click on the right of the corresponding data portal to delete the portal. Delete the data portal with caution because it cannot be recovered.

Customization Support

If Customization Support is enabled, you can customize the corresponding portal content when viewing the template.

Component Configuration currently only allows you to manage announcements.

Click Add Announcement, and you can select the target portal, enter the announcement content, and set the announcement style.

All published announcement content, display terminals, and publish time are displayed in the page, and you can re-edit and delete announcements.