Overview of administrator operations

In FineBI, administrator roles are divided into super administrators and sub-administrators of the system. Their roles and corresponding responsibilities are as follows:

The super administrator can assign part of the system permissions to the sub-administrators according to the needs, such as assigning department business package permissions to the corresponding department sub-administrators, and the sub-administrators can assign the permissions to the business/analysts of the department, reducing the workload of IT staff and the amount of IT-led communication.

This article will introduce the relevant functional knowledge that administrators need to master.

2.1 Data connection management

Before data analysis, the administrator (usually IT staff) prepares the data, that is, define data connection.

2.1.1 Create data connection

Go to Manage>Data Connection>Data Connection Management, you can see the new data connection and the data connection that has been created, click "New Data Connection", as shown in the following figure:

2.1.2 Enter the information of data connection

Note: The data connection name cannot be easily modified. After the change, the database table will report an error because the database cannot be found, so you need to plan the data connection name in advance. After changing the data connection name, the SQL dataset needs to reselect the data connection. Try to use SQL to add the basic table instead of the database table.

2.2 Manage business package and group

The administrator formulates the mode of building business packages and groupings, and tries to standardize the naming, which helps users to use, for example, it can be divided according to basic tables, departments, etc.

2.2.1 Add packages and groups

FineBI's business package is the data foundation for BI analysis. It is created by the administrator and added to the table in the database for analysts to use. In order to facilitate the management of data conditioning, FineBI provides the function of creating different groups, creating corresponding types of business packages under different groups, and adding corresponding analysis tables under each business package.

Enter the data preparation, click "Add a group" to create a new group under the data list, click "Add a business package" to create a new business package under the corresponding group, as shown in the following figure:

2.2.2 Manage business packages

The administrator can rename, delete, and move the business package,

1) Rename as shown in the figure below:

2) Move the "example" package to "Scene data", as shown in the following figure:

3) Delete the business package as shown in the figure below:

2.3 Add data table

Add corresponding tables in these business packages.

For details, please refer to: Add database table

Note: Database tables, SQL datasets, and Excel datasets are the original data sources of the enterprise.

The self-service dataset is to perform data processing and merging operations on the above three tables, including its own, to help business personnel who do not write SQL to perform table processing and merging.

2.4 Access methods of table 

2.4.1 Real-time data

Real-time data provides FineBI with a way to directly connect to the database to access data. After the basic table is real-time data, the table will no longer need to update the data to the local. It directly connects to the database to access data through SQL, and all the data acquired is real-time data.

For details, see: Real-time data

Real-time data considerations:

• Real-time data is not recommended for self-service data collection. It is recommended to extract data and update the data locally.

• Real-time data try to use SQL dataset as much as possible to reduce scenarios where real-time data uses self-service dataset to process data.

2.4.2 Extracted data

FineBI's data update refers to extracting data from the database to engine storage, and local mode uses local disk storage. The storage path is: %FineBI\bin\ROOT\db.

2.5 Manually establish associations between tables

2.5.1 Introduction

Generally, there is an association relationship between database tables. When a database table is added to the business package, the system will automatically read the association between the tables; if there is no association relationship, you can manually establish the association relationship between the tables.

For details, see: Add table association

2.5.2 Setting rules

1) The data value in the field on the "1" end is not allowed to have duplicate values or null values.

2) Try to reduce the use of 1:1 association, you can use 1:N or N:1 instead.

3) All tables in the "My self-service dataset" group do not support the establishment of associations.

4) One-to-one correspondence between the left and right fields of the joint association.

5) After configuring the field association, if you choose to extract data, you need to click "Update Information> Single Table Update" to update the table, and save the extracted data locally before you can use it.

3.1 Directory management

Supports operations such as adding and deleting templates in batches, and setting the homepage.

3.1.1 Setting interface

Click Manage>Directory, the setting interface is as shown in the figure below:

3.1.2 Precautions

1) By default, users in all departments can see the system homepage.

2) Set the BI template to be displayed as the home page, and the template will automatically hide the "Save As" and "Export" buttons at the top of the dashboard on the home page.

3) The format can be a relative path or an absolute path, the absolute path needs to add http:// .

3.2 User management

3.2.1 Add users

1) Manually add users

Go to "Manage> User" to support manual addition of users and batch import of users. The manual addition method is: click "Add user" (such as user Sam), enter user information, click OK, and the user is added, as shown in the following figure:

2) Sync user dataset

Go to Manage> User, click "Synchronize Users", select the user source, enter the corresponding user information table, etc., click OK, as shown in the following figure:

Precautions:

3.2.2 User management

Manually added users can edit, disable and delete users, and synced users can be disabled. As shown below:

3.2.3 Institutional department and role

1) Institutional department

Click Manage>User>Institutional Department, select the department, and add users correspondingly, as shown in the following figure:

2) Role

Note: Departments can be classified, but roles cannot be classified.。

3.2.4 Platform users

In order to limit the concurrent amount of viewing and editing and the amount of data during analysis, and to speed up calculation and display, users need to be divided into types-viewing users and design users (including analysis users and processing users), and processing users have high authority for analyzing users, it has the authority to configure associations and add database tables.

1) Setting interface

Go to Manage>User>Platform User, and select "BI User", as shown in the figure below:

2) Precautions

• A user can only be added to one of the  BI viewing user, the BI processing user or the BI data analysis user. The user added to the BI  design user will have the viewing permission by default. The super administrator defaults to the data processing user.

• The register file does not limit the number of users, so you need to open the restricted users in the platform users first, otherwise all users have the platform use, BI view, BI design and mobile platform permissions by default.

3.3 Authority management

The administrator manages the scope of authority of each user in "Manage>Permission", and users can only access the content that has been granted authority.

The authority management interface is shown in the figure below:

3.3.1 System management

Assign the permissions of the corresponding node, and the user can see the corresponding node in the management system.

3.3.2 Package authority

The basic business packages prepared by IT can be assigned to users, and business package groups can be created for the user's department or business line to create an environment for initial business analysis.

1) The permission configuration page is shown in the figure below:

2) Precautions

3.3.3 Data connection authority

The user has the authority to use, manage and authorize the data connection. 

Note: To open the data connection control authority, you need to turn on the hierarchical authorization and data connection control buttons under the global settings.

1) The configuration interface is shown in the figure below:

2) Authority description

• Use: Have the use authority of a data connection, after the user logs in, the data connection can be used to add data in the "Data Preparation> Business Package".

• Manage: Have the manage authority of a data connection. After logging in, the user can edit, copy, modify, and delete the data connection under "Manage> Data Connection".

• Authorization: Have the authorization authority for a data connection. After logging in, the user can assign the corresponding authority of the data connection to the manageable user in Management System> Authority Management> Data Connection.

3.3.4 Dashboard share control

Provides function to control whether users have sharing permissions, and which department roles can be shared to. Avoid users from sharing templates casually or sharing them with inappropriate users.

The 2020-01-15 version of BI provides permission control for public links, and you can set who can set up public link according to department role users.

The setting interface is shown in the figure below:

3.4 Template management

The template management of the system displays the templates created by all general users in the current system, and the templates that have been requested to be listed are also among them, and the administrator can quickly list them.

For details, see: Template Management

3.5 Registration

Registration is used to view some version information of the current decision-making system and a list of purchased features.

3.6 Intelligent operations

3.6.1 Memory management

When there is no area chart when you click on it, it may be that the Websocket port 4 8888 is not opened or is not forwarded. It is recommended to open it because it affects the login time and so on.

3.6.2 Backup and restore

FineBI provides a backup and restore function, and the supported backup content is shown in the following table:

Go to "Manage>Intelligent Operations>Backup and Restore", as shown in the figure below:

3.6.3 Platform log

Monitor the various conditions of the system.

4.1 BI system deployment

Knowledge: Server system (linux/win)/Server memory/Server cpu core number/Disk size, BI installation path/BI memory (%/bin/finebi.vmoptions)/Data storage path/Whether external database/User concurrency, database type/Database performance/Data volume/Concurrency

4.1.1 Start BI in Linux

1) Start

Switch to the BI installation path, such as the one installed in the opt directory, the command is as follows:

cd /opt/FineBI/bin

Execute the start command directly, as shown below:

nohup ./finebi &

2) Restart

Use the command to view the PID corresponding to the JAVA process, the command is as follows:

ps -ef | grep finebi

Use the command to kill the process, and the FineBI service will be shut down, as shown below:

kill -9 13807

Then refer to the above to enter the FineBI directory and use the command  nohup ./finebi  & to start.

After the startup is successful, you can enter the address http://IP:37799/webroot/decision in the browser to access.

Note: Where IP is the IP of the corresponding installation server. If the external network cannot be accessed, third-party tools such as peanut shell, fcn, frp, etc. can be used to achieve intranet penetration.

4.1.2 External database

External database FAQ

4.2 FineBI project directory structure

4.3 Error log

4.3.1 Adjust the log level

Click "Manage>Intelligent Operations>Platform Log", select "Global Setting", click the drop-down box of system log level to adjust, as shown in the following figure:

Note: Adjust the log level to INFO daily.

4.3.2 Log storage location

The log path is stored daily under %FineBI5.1%\logs. As shown below:

4.3.3 Update error log keywords

4.4 System parameter description

4.5 System upgrade strategy

4.5.1 Same version upgrade

The process of upgrading the JAR package is as follows:

The external database must first enter the "Manage>Intelligent Operations>Backup and Restore", and manually perform the platform backup.

1) How to upgrade JAR package under Linux

2) How to upgrade JAR package under Windows

4.5.2 Different version upgrade

Note: You must contact technical support for upgrades.