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Permission export plugin

  • Recent Updates: August 02, 2022
  • Ⅰ. Overview

    1. Version

    BI server version

    JAR

    Permission export plugin

    Functional changes

    5.1

    2020-04-03

    V2.0

    Support for exporting permission-related Excel

    5.1.7

    -

    V3.0

    Supports automatic generation of permission-related server datasets

    5.1.13

    -

    V3.1

    Field VIEWABLE in user-module table changed to USABLE

    5.1.17

    -

    V3.2

    Added support for exporting "User Permissions to BI Data"


    2. Application scenarios

    • Many enterprises attach great importance to authority, and regularly need to conduct authority audits to confirm whether the authority meets the regulations and whether it exceeds the authority.

    • Due to the change of personnel, after the administrator changes, it is very inconvenient to organize without knowing the specific situation of the previous permissions.

    3. Function introduction

    Users can quickly audit permissions by installing the "Permission Export" plug-in

    • Automatically sort out user information and permission details. Users can export to Excel format with one click.

    • Automatically generate permission-related server data sets, support setting parameters, and users can directly call the data sets for permission preview or timing scheduling.

    Note: When the URL is integrated into the permission management interface, there is no permission to export.

    Ⅱ. Plugin introduction

    1. Install the plugin

    To download the plug-in, please click: Permission Export Plug-in

    For plug-in installation methods, please refer to: Plug-in Management 

    2. Permission export

    1) Log in to the data decision system as a "super administrator", click "Manage > Permission", and add a"Aythorization Export"tab page. As shown below:

    See Chapter 3 for permission tables and table fields that support export.

    Note: Only super administrators can see the "Permission Export" tab page.

     2022-08-02_09-40-52.png

    2) Click the "Export" button on the right side of the relevant permissions. When the export succeeds or fails, a message reminder will be pushed on the platform. After the export is successful, click the "Download File" button to download the relevant files. As shown below:

    Note: If the export fails, the message reminds "Permission export failed, please try again".

     2022-08-02_09-43-04.png

    3. Permission dataset

    FineBI server version is after 5.1.7, and the plug-in version is after V2.0.1 to support this function.

    After installing the plug-in, click "Manage > Data Connection > Server Dataset" to automatically generate a server data set related to permissions, as shown in the following figure:

     2022-08-02_09-46-07.png

    In the data preparation stage, users can add database tables and call related data sets for permission preview or scheduled scheduling. As shown below:

    Parameters can be set for some datasets. Please refer to Chapter 3 for table structure and field definitions.

     2022-08-02_09-55-08.png

    Ⅲ. Permission export table

    The tables that support permission export and permission auditing are as follows:

    Permissions table

    table definition

    Permission export

    permission dataset

    Whether the permission dataset supports parameters

    user_info

    User Info

    support

    support

    Does not support parameters, full data

    user_module

    User permissions to the platform management module

    support

    support

    Does not support parameters, full data

    user_entry

    User permissions to the platform directory

    support

    support

    Support parameter, can pass username

    user_template

    User permissions to a single dashboard

    support

    support

    Support parameter, can pass username

    user_connection

    User permissions for data connections

    support

    support

    Does not support parameters, full data

    user_package

    User permissions to BI data

    support

    support

    Support parameter, can pass username

    role_entry

    Role permissions to platform catalogs

    not support

    support

    Support parameters, pass roles

    role_template

    Role permissions to individual dashboards

    not support

    support

    Support parameters, pass roles

    role_package

    Permissions of roles to BI data

    not support

    support

    Support parameters, pass roles

    dep_role_entry

    Departmental Permissions to Platform Catalogs

    not support

    support

    Support parameter, can pass department path

    dep_role_template

    Departmental Permissions to Individual Dashboards

    not support

    support

    Support parameter, can pass department path

    dep_role_package

    Departmental permissions on BI data

    not support

    support

    Support parameter, can pass department path

    Note: The parameter value can be set to null value, single value, multiple values, examples are as follows:

    • The parameter is empty: do not fill in, query the full data

    • The parameter is a single value: technical support, the query parameter value is the permission of technical support

    • The parameter is multiple values: technical support|sales department (separated by |), the query parameter value is the authority of technical support or sales department

    1. user_info User information

    Note: The user information does not include the information of the supervising user.

    field

    definition

    Precautions

    USERID

    User ID

    -

    UESRNAME

    username

    -

    REALNAME

    Name

    -

    CREATIONTYPE

    create type

    1: Manual creation

    2: Synchronous creation

    -

    LASTOPERATIONTYPE

    Last action type

    1: Manual

    2: Sync

    -

    DEPT_POST

    Department and Title

    · 

    Department - Title: Technical Support - Team Member

    · 

    · 

    Department/Sub-Department-Title: Technical Support/South China-Team Member

    · 

    If a user has multiple department titles, they will be displayed together and separated by "|"

    For example: Development - Minister | Technical Support - Minister

    ROLE

    Role

    For example: normal character

    If a user has multiple roles, they are spliced and displayed together, separated by "|"

    Example: Common Role 1 | Company Management

    MOBILE

    Phone number

    -

    EMAIL

    Mail

    -

    ENABLE

    user status

    enable: enable

    disable: disable

    -


    2. user_entry user permissions to the platform directory

    This permission is the user's permission to view, edit, and authorize the platform directory.

    Note 1: Home page permissions are not exported.

    Note 2: If the user's viewing, editing, and authorization permissions for a directory are all negative, the user's permission record for the directory will not be generated.

    field

    definition

    USERID

    User ID

    USERNAME

    username

    REALNAME

    Name

    ENTRY

    Directory location in "Platform Management System > Directory Management > Directory List"

    Example: Management Cockpit/Company Integrated Operations Cockpit

    TEMPLATE_URL

    The storage path of the dashboard in the FineBI project, for example:

    Dashboard: 1/Management Cockpit/Company Integrated Operations Cockpit

    Link: https://www.baidu.com/

    Escalation Label: My Escalation Tasks

    VIEWABLE

    The user's "view" permission on the directory

    yes: have viewing permission

    no: no viewing permission

    EXPORTABLE

    The user's "export" permission on the directory

    yes: have export permission

    no: no export permission

    EDITABLE

    The user's "edit" permission on the directory

    yes: have editing permission

    no: no editing permission

    AURHORABLE

    The user's "authorization" permission on the directory

    yes: have authorization permission

    no: no authorization permission


    3. user_template user permissions to a single dashboard

    This permission is the user's view and export permission for each dashboard under the FineBI project after the role permission authentication is enabled.

    Note1: role authorization authentication is not enabled in "Template Authentication" , the exported user_template will be empty.

    Note 2: If the user's viewing and exporting permissions for a dashboard are both "No", the user's permission record for the dashboard will not be generated.

    field

    definition

    USERID

    User ID

    USERNAME

    username

    REALNAME

    Name

    TEMPLATE_URL

    The storage path of the dashboard in the FineBI project

    For example: 1/Management Cockpit/Company Integrated Operation Cockpit

    VIEWABLE

    User's "View" permission to the dashboard

    yes: have viewing permission

    no: no viewing permission

    WRITABLE

    User's "Fill" permission to the dashboard

    BI dashboard does not have permission to fill in the report, the WRITABLE field value is no

    EXPORTABLE

    User's "Export" permission on the dashboard

    yes: have export permission

    no: no export permission


    4. user_connection user permission to data connection

    This permission is the user's permission to use, manage, and authorize the data connection after the data connection control is enabled.

    Note 1: If the administrator does not enable data connection control , the exported user_connection content is empty.

    Note 2: If the user's permission to use, manage, and authorize a data connection is all negative, the user's permission record for the data connection will not be generated.

    field

    definition

    USERID

    User ID

    USERNAME

    username

    REALNAME

    Name

    CONNECTION

    Data connection name in FineBI project

    USABLE

    User's "use" rights to the data connection

    yes: have permission to use

    no: no permission to use

    EDITABLE

    User's "Administrative" access to the data connection

    yes: have administrative rights

    no: no administrative rights

    AURHORABLE

    User's "authorization" permission for the data connection

    yes: have authorization permission

    no: no authorization permission


    5. user_module User permissions to the platform management module

    This authority is the user's viewing and authorization authority for the platform management module after the hierarchical authority management is enabled.

    Note 1: If the administrator does not enable hierarchical authority management, the exported user_module content is empty.

    Note 2: If the user's permission to use and authorize a platform management module is negative, the user's permission record for the platform management module will not be generated.

     

    field

    definition

    USERID

    User ID

    USERNAME

    username

    REALNAME

    Name

    MODULE

    Management Module in Data Decision System

    For example: user management

    USABLE

    The user's "use" permission to the platform management module

    yes: have permission to use

    no: no permission to use

    AURHORABLE

    User's "authorization" authority to the platform management module

    yes: have authorization permission

    no: no authorization permission


    6. Permissions of user_package users to BI data

    This permission is the user's permission to use, manage, and authorize groups/service packages/BI data tables.

    Note 1: If the user's permission to use, manage, and authorize a certain group/service package/data table is no, the user 's permission record for the group/service package/data table will not be generated.

    Note 2: The user has no administrative rights to a single data sheet.

    field

    definition

    USERID

    User ID

    USERNAME

    username

    REALNAME

    Name

    PACKAGE

    Grouping/Business Package/BI Data Table Location

    For example: scene data/data analysis method/repurchase analysis table

    ENGINE

    data table type

    spider: extract data

    direct: real-time data

    USABLE

    User's "use" permission to group/business package/BI data table

    yes: have permission to use

    no: no permission to use

    EDITABLE

    User's "Management" permission for group/business package/BI data table

    yes: have editing permission

    no: no editing permission

    AURHORABLE

    User's "authorization" permission to group/business package/BI data table

    yes: have authorization permission

    no: no authorization permission


    7. Permissions of role_entry role to platform directory

    This permission is the viewing, editing, exporting, and authorization permissions of the role to the platform directory.

    Note 1: Home page permissions are not exported.

    Note 2: If the viewing, editing, exporting, and authorization permissions of a role to a directory are all negative, the role's permission record for the directory will not be generated.

    field

    definition

    ROLEID

    role id

    ROLE

    Role

    ENTRY

    Directory location in "Platform Management System > Directory Management > Directory List"

    Example: Management Cockpit/Company Integrated Operations Cockpit

    TEMPLATE_URL

    The storage path of the dashboard in the FineBI project, for example:

    Dashboard: 1/Management Cockpit/Company Integrated Operations Cockpit

    Link: https://www.baidu.com/

    Escalation Label: My Escalation Tasks

    VIEWABLE

    The role's "view" permission on the directory

    yes: have viewing permission

    no: no viewing permission

    EXPORTABLE

    The role's "export" permission on the directory

    yes: have export permission

    no: no export permission

    EDITABLE

    The role's "edit" permission on the directory

    yes: have editing permission

    no: no editing permission

    AURHORABLE

    The role's "authorization" permission on the directory

    yes: have authorization permission

    no: no authorization permission


    8. role_template role permissions to a single dashboard

    This permission is the permission to view and export each dashboard under the FineBI project after the role permission authentication is enabled.

    Note1: role authorization authentication is not enabled in "Template Authentication" , the exported role_template will be empty.

    Note 2: If the viewing and exporting permissions of a role to a certain dashboard are both No, the permission record of the role to the dashboard will not be generated.

     

    field

    definition

    ROLEID

    role id

    ROLE

    Role

    TEMPLATE_URL

    The storage path of the dashboard in the FineBI project

    For example: 1/Management Cockpit/Company Integrated Operation Cockpit

    VIEWABLE

    The role's "view" permission to the dashboard

    yes: have viewing permission

    no: no viewing permission

    WRITABLE

    The "Fill" permission of the role to the dashboard

    BI dashboard does not have permission to fill in the report, the WRITABLE field value is no

    EXPORTABLE

    Role's "Export" permission to the dashboard

    yes: have export permission

    no: no export permission


    9. Permissions of role_package role to BI data

    This permission is the role's permission to use, manage, and authorize groups/service packages/BI data tables.

    Note 1: If the role's use, management, and authorization permissions for a group/service package/data table are all No, then the role's permission record for the group/service package/data table will not be generated.

    Note 2: Roles do not have administrative rights to a single data table.

    field

    definition

    ROLEID

    role id

    ROLE

    Role

    PACKAGE

    Grouping/Business Package/BI Data Table Location

    For example: scene data/data analysis method/repurchase analysis table

    ENGINE

    data table type

    spider: extract data

    direct: real-time data

    USABLE

    Role's "use" permission to group/business package/BI data table

    yes: have permission to use

    no: no permission to use

    EDITABLE

    "Management" permissions of roles to groups/business packages/BI data tables

    yes: have editing permission

    no: no editing permission

    AURHORABLE

    "Authorization" permissions of roles to groups/business packages/BI data tables

    yes: have authorization permission

    no: no authorization permission


    10. Permissions of the dep_role_entry department to the platform directory

    This permission is the department's permission to view, edit, export, and authorize the platform directory.

    Note 1: Home page permissions are not exported.

    Note 2: If the department's viewing, editing, exporting, and authorization permissions for a directory are all negative, the department's permission record for the directory will not be generated.

    field

    definition

    DEP

    Department and Title

    · 

    Department: Technical Support

    · 

    · 

    Department - Title: Technical Support - Team Member

    · 

    · 

    Department/Sub-Department-Title: Technical Support/South China-Team Member

    · 

    ENTRY

    Directory location in "Platform Management System > Directory Management > Directory List"

    Example: Management Cockpit/Company Integrated Operations Cockpit

    TEMPLATE_URL

    The storage path of the dashboard in the FineBI project, for example:

    Dashboard: 1/Management Cockpit/Company Integrated Operations Cockpit

    Link: https://www.baidu.com/

    Escalation Label: My Escalation Tasks

    VIEWABLE

    The department's "view" permission to the directory

    yes: have viewing permission

    no: no viewing permission

    EXPORTABLE

    Department's "Export" permission to the directory

    yes: have export permission

    no: no export permission

    EDITABLE

    Department's "Edit" permission on the directory

    yes: have editing permission

    no: no editing permission

    AURHORABLE

    The "authorization" permission of the department to the directory

    yes: have authorization permission

    no: no authorization permission


    11. Permissions of dep_role_template department to a single dashboard

    This permission is the permission of the department to view and export each dashboard under the FineBI project after the role permission authentication is enabled.

    Note1: role authorization authentication is not enabled in "Template Authentication"  HYPERLINK "https://help.finereport.com/doc-view-849.html" , the exported dep_role_template will be empty.

    Note 2: If the department's viewing and exporting permissions for a dashboard are both "No", the department's permission record for the dashboard will not be generated.

     

    field

    definition

    DEP

    Department and Title

    · 

    Department: Technical Support

    · 

    · 

    Department - Title: Technical Support - Team Member

    · 

    · 

    Department/Sub-Department-Title: Technical Support/South China-Team Member

    · 

    TEMPLATE_URL

    The storage path of the dashboard in the FineBI project

    For example: demo/analytics/marketing/tourismanalytics.frm

    VIEWABLE

    Department's "View" access to the dashboard

    yes: have viewing permission

    no: no viewing permission

    WRITABLE

    The department's "Fill" permission on the dashboard

    BI dashboard does not have permission to fill in the report, the WRITABLE field value is no

    EXPORTABLE

    Department's "Export" permission on the dashboard

    yes: have export permission

    no: no export permission

     

    12. Permissions of dep_role_package department to BI data

    This authority is the department's authority to use, manage, and authorize groups/business packages/BI data tables.

    Note 1: If the department's permission to use, manage and authorize a certain group/service package/data table is no, then the department's permission record for the group/service package/data table will not be generated.

    Note 2: The department has no administrative authority over a single data sheet.

    field

    definition

    DEP

    Department and Title

    · 

    Department: Technical Support

    · 

    · 

    Department - Title: Technical Support - Team Member

    · 

    · 

    Department/Sub-Department-Title: Technical Support/South China-Team Member

    · 

    PACKAGE

    Grouping/Business Package/BI Data Table Location

    For example: scene data/data analysis method/repurchase analysis table

    ENGINE

    data table type

    spider: extract data

    direct: real-time data

    USABLE

    The department's "use" authority to group/business package/BI data table

    yes: have permission to use

    no: no permission to use

    EDITABLE

    Department's "Management" authority to group/business package/BI data table

    yes: have editing permission

    no: no editing permission

    AURHORABLE

    The "authorization" authority of the department to the group/business package/BI data table

    yes: have authorization permission

    no: no authorization permission


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