You are viewing 5.1 help doc. More details are displayed in the latest help doc.

Import Users

  • Recent Updates: July 21, 2022
  • Ⅰ. Overview

    1. Version

    report server version

    JAR

    new features

    5.1

    -

    -

    5.1.2

    2020-01-15

    "Mailbox" supports symbols # and &

    5.1.5

    2020-08-04

    Added   "Retain Information" option

    When   importing users, the name, password, mobile phone, and email information of   existing users can be preserved

    5.1.5

    2020-09-02

    Importing   " tree dataset" does not clear the user data added/imported before

    5.1.7

    -

    Support   "multi-source users", you can manually "import users"   when the synchronization user is turned on, and multiple types of users on   the platform can coexist

    5.1.9

    -

    Support   for importing users using "Document Dataset"

    User   mobile phone numbers support binding with mobile phone numbers in mainland   China, Taiwan, Hong Kong, Turkey, South Korea, Japan, Singapore, and Malaysia

    5.1.11

    -

    When   importing users, it is supported to configure only the department and not the   title

    5.1.19

    -

    When   importing users, the setting item field position is adjusted

    For   details, please refer to Chapter 3

    2. Application scenarios

    ·       The administrator can import the organized user information table into the data decision system at one time.

    ·       Administrators can import user information, departments, and roles multiple times.

    ·       Administrators can edit, disable, delete imported users

    ·       Users expect platform users to be a collection of multiple datasets.

    3. Function introduction

    ·       Create a server data set based on the user information table , and import the user information into the data decision system. After importing user information, if a user is added or deleted from the server data set, it needs to be manually imported again . A platform user can be a collection of multiple datasets.

    ·       When importing a dataset, if the encryption method is not switched, the previously added/imported user data will not be cleared.

    Ⅱ. Prepare to import user data

    The imported user data comes from the server dataset, and supports user departments with or without hierarchy.

    Users can choose one of them according to their own user structure.

    1. No Hierarchy - SQL Datasets

    The user information table used in the example in this section has no hierarchical structure among department titles. The departments of the imported users are listed under "All Departments", as shown in the following figure:

    2022-07-21_10-33-48.png

    1) Prepare user information sheet

    Prepare a user information table, the table structure is shown in the following figure:

    Click to download the user information table: Import users.xlsx

    Note 1: When importing users, user name, name and password are required items, and other contents can be left blank.

    Note 2: The BI project version before 5.1.9 only supports binding the mobile phone number in mainland China, and the mobile phone number does not need to add the area code

    5.1.9 and later BI engineering versions, user mobile phone numbers can be bound to mobile phone numbers in mainland China, Taiwan, Hong Kong, Turkey, South Korea, Japan, Singapore, and Malaysia

    You can choose whether to add an area code to the mobile phone number in mainland China, and you need to add the area code to the mobile phone number in other areas.

    2022-07-21_10-31-20.png

    2) Create server dataset

    Use third-party tools such as Navicat to import the above table into the database, and establish a data connection between the system and the database . The following will take the FRDemo database as an example.

    The administrator logs in to the data decision system, and clicks "Manage > Data Connection > Server Dataset" to create a "SQL Dataset". As shown below:

    1657781609204156.png

    Set the dataset name to "Import User ", select " FRDemo " for data connection, and the SQL statement is:

    select * from import user1

    2022-07-21_10-39-13.png


    2. No Hierarchy - File Dataset

    Note: 5.1.9 and later BI projects support importing users through "File Data Set".

    The user information table used in the example in this section has no hierarchical structure among department titles. The departments of the imported users are listed under "All Departments", as shown in the following figure:

    2022-07-21_10-33-48.png

    1) Prepare user information sheet

    Prepare a user information table, the table structure is shown in the following figure:

    Click to download the user information table: Import users.xlsx

    Note 1: When importing users, user name, name and password are required items, and other contents can be left blank.

    Note 2: The BI project version before 5.1.9 only supports binding the mobile phone number in mainland China, and the mobile phone number does not need to be added with the area code.

    5.1.9 and later BI engineering versions, user mobile phone numbers can be bound to mobile phone numbers in mainland China, Taiwan, Hong Kong, Turkey, South Korea, Japan, Singapore, and Malaysia

    You can choose whether to add an area code to the mobile phone number in mainland China, and you need to add the area code to the mobile phone number in other areas.

    Note 3: TXT / XML file can also be used, please refer to the setting method: file data set

    2022-07-21_10-31-20.png

    2) Create server dataset

    Save the table locally, or upload it to the %FR_HOME%\webapps\ webroot \WEB-INF\ reportlets directory of the BI project.

    The administrator logs in to the data decision system, and clicks "Manage > Data Connection > Server Dataset" to create a "File Dataset". As shown below:

    1657782023576023.png

    Set the dataset name to "Import User-File" and select the table prepared above.

    Note 1: If you select the server file, select the file in the %BI_HOME%\webapps\ webroot \WEB-INF\ reportlets directory of the BI project.

    If you select a local file, the file will be automatically saved to the %BI_HOME%\webapps\ webroot \WEB-INF\ reportlets \excel directory of the BI project after uploading.

    Note 2: TXT / XML / remote URL files can also be used, and data set parameters are supported. For the setting method, please refer to: File Data Set .

    2022-07-21_10-48-42.png


    3. Hierarchical structure - tree dataset

    The user information table used in the example in this section has a hierarchical structure between department titles. The departments of imported users are shown in the following figure:

    2022-07-21_11-12-50.png

    1) Prepare User Information Sheet

    Prepare a user information table, the table structure is shown in the following figure:

    Click to download the user information table: Import User2.xlsx

    Note 1: When importing users, user name, name and password are required items, and other contents can be left blank.

    Note 2: The BI project version before 5.1.9 only supports binding the mobile phone number in mainland China, and the mobile phone number does not need to add the area code

    5.1.9 and later BI engineering versions, user mobile phone numbers can be bound to mobile phone numbers in mainland China, Taiwan, Hong Kong, Turkey, South Korea, Japan, Singapore, and Malaysia

    You can choose whether to add an area code to the mobile phone number in mainland China, and you need to add the area code to the mobile phone number in other areas.

    Note 3: When synchronizing user data sets, if the server data set is a tree data set, the parent organization of the top-level organization should be null. For the Abby user as shown in the figure below, the fid field is empty.

    Note 4: It is also possible for departments without users. For example, the headquarters only has subordinate departments, but there are no direct subordinate positions and users. It is also possible to generate tree data sets and synchronize users.

    2022-07-21_10-54-29.png

    2) Create SQL dataset

    Use third-party tools such as Navicat to import the above table into the database, and establish a data connection between the system and the database . The following will take the FRDemo database as an example.

    The administrator logs in to the data decision system, and clicks "Manage > Data Connection > Server Dataset" to create a "SQL Dataset". As shown below:

    1657783778416403.png

    Set the dataset name to "Import User 2", select " FRDemo " for data connection, and the SQL statement is:

    select * from import user 2

    2022-07-21_10-58-25.png


    3) Creating a tree dataset

    The administrator logs in to the data decision system, and clicks "Manage > Data Connection > Server Dataset" to create a " Tree Dataset". As shown below:

    1657784344419167.png

    Set the dataset name to "Import User - Hierarchical", which is constructed from the dataset "Import User 2", the original tag field is "did", and the parent tag field is "fid", as shown in the following figure:

    2022-07-21_11-05-22.png

    Ⅲ. Import users

    The administrator logs in to the data decision system, clicks "Manage > User> All Users", and clicks "Import User2" to configure user information. As shown below:

    2022-07-21_11-09-54.png

    The specific setting items are as follows:

    1. Retained Information

    Scenes

    JAR package

    choose

    result

    Users who exist in the server   data set but do not exist on the platform

    -

    -

    When importing users, update user information to the platform

    Users who do not exist in the server dataset and exist on the   platform

    -

    -

    When importing users, platform user information remains the   same

    Users   who exist in the server data set and also exist on the platform

    Existing   users of the platform are from "synchronized users"

    -

    -

    If the   same data exists for the imported user and the synchronized user, the   repeated data import fails and will not be updated.

    Users   who exist in the server data set and also exist on the platform

    Existing   users of the platform from "Manually Add Users" or "Import   Users"

    Before   2020-08-04

    -

    SQL   dataset:

    ·         The user's name, mobile phone,   email, and password are overwritten and updated

    ·         Incremental update of user's   department and role

    ·         Take the union of the original   platform users and the user information in the server data set

    Tree   dataset:

    ·         Clear the user's original   information and update it

    2020-08-04   and after

    Uncheck   "Retain Information"

    The   user's name, mobile phone, email, and password are overwritten and updated

    Incremental   update of user's department and role

    Take   the union of the original platform users and the user information in the   server data set

    Check   "Retain Information"

    The   user's name, password, mobile phone, and email address are not updated

    Incremental   update of user's department and role

    Take   the union of the original platform users and the user information in the   server data set

    2. Server dataset

    Select the server dataset corresponding to the user information.

    3. Field names

    Username, name, password, department name, job title, role name, mobile phone, and email address are the field names in the corresponding server data set.

    Note 1: The user mailbox information in the user management configuration is used in conjunction with the system management email, and the data decision system can directly send emails to the user mailboxes of different platforms.

    Note 2: The unselected state cannot be restored after the department and job are configured, but can only be deleted and added again.

    Note 3: BI projects of version 5.1.11 and later support only the configuration of the department, but not the configuration of the title.

    For BI projects prior to version 5.1.11, departments must be configured with jobs.

    4. Encryption method.

    Note: user information table in section 2.1 of this article , not the encrypted password in the fine_user user table .

    There are two encryption methods, "built-in SHA encryption" and "custom password encryption".

    1) Built-in SHA encryption

    The data decision system adopts SHA256 encryption to ensure password security.

    After the user customizes the password through the interface, SHA256 encryption will be performed automatically.

    2 ) Custom password encryption

    Custom password encryption, that is, to customize a password encryption class. The encryption method is described in the class and saved in the % FineBI %\webapps\ webroot \WEB-INF\classes folder.

    The data decision system will perform SHA256 secondary encryption based on the user-defined encryption algorithm to ensure password security.

    For details of custom encryption examples, see: Password encryption for simple permissions

    Note: To customize the encryption algorithm, you must inherit the AbstractPasswordValidator class, and add a method to return the result of judging whether the plaintext password and the ciphertext password are consistent.

    Ⅳ. User Management

    Administrators can edit, disable, and delete imported users . For details, see Adding UsersChapters 3 , 4 , 5 _

    2022-07-21_11-16-07.png

    Attachment List


    Theme: Admin Guide
    Already the First
    Already the Last
    • Helpful
    • Not helpful
    • Only read

    售前咨询电话

    400-811-8890转1

    在线技术支持

    在线QQ:800049425

    热线电话:400-811-8890转2

    总裁办24H投诉

    热线电话:173-1278-1526

    文 档反 馈

    鼠标选中内容,快速反馈问题

    鼠标选中存在疑惑的内容,即可快速反馈问题,我们将会跟进处理。

    不再提示

    10s后关闭

    反馈已提交

    网络繁忙