Administrator Operation Guide

Version

Application Scenario

Administrators in the FineBI system are divided into super admins and subordinate admins, and the corresponding responsibilities are shown in the following table.

Super admin can assign some of the system permissions to subordinate admins as needed, such as assigning permissions on departmental business packages to subordinate admins of the corresponding department. Subordinate admins can assign permissions to business personnel/analysts in their department, reducing the workload and the communication pressure on IT personnel at the headquarter. This article introduces the functions and relevant knowledge that administrators need to master.

Data Connection Management

Before conducting analysis, the administrator (usually the IT personnel) shall prepare the data by defining data connections.

Log in to the FineBI system as the admin, and click System Management > Data Connection > Data Connection Management. You can add new data connections and edit existing ones, as shown in the following figure.

The configuration methods of different types of databases differ slightly. For details, see Entry-Level Data Connection Configuration.

Note:

1. Do not modify the data connection name arbitrarily as an error may occur if the database table fails to find the database. Determine the data connection name in advance. 

2. If the name of a data connection is changed, you need to reselect the data connection for SQL datasets. You are advised to add basic tables rather than database tables through SQL statements.

Folder Management

You need to build a folder hierarchy for public data to group and categorize tables in BI, so that users even those without data analysis backgrounds can quickly access data based on the analysis dimensions and indicators, reducing the obstacle to data analysis and facilitating data update and subsequent permission assignment.

• Folder hierarchy: The folder hierarchy could include raw data (which can be absent), basic data, and analysis data, and can be further refined by system, business type, user department, and responsible person.

• Folder naming: Business/System/User Department + Business Package/Table Hierarchy + Data Information (Table Meaning) + Business Package/Table Owner. 

You can rename, move, update, and delete existing folders in Public Data, and view the update progress of folders promptly.

Adding Basic Dataset

You can add tables to these business packages.

• Data in database tables and SQL datasets are retrieved from the connected database.

• Data in Excel datasets are retrieved from local Excel files.

You can help business personnel who cannot write SQL statements process and merge the data in the above three types of tables in My Analysis, and then publish the table to Public Data.

Data Retrieval Method

You can switch the table attribute to control the type of datasets created by users, as shown in the following figure.

Direct-Connected Data

Direct-connected data refer to the data directly retrieved from the connected database. You no longer need to update data to local if the basic table uses direct-connected data, as all the data are real-time data fetched from the connected database through SQL statements.

You are advised to fetch direct-connected data through the SQL dataset to reduce the subsequent data processing in FineBI.

Extracted Data

Data update in FineBI refers to extracting data from the database and storing them in the engine or a local disk if the local mode is enabled. 

The data are stored in the %FineBI\webapps\webroot\spider directory.

Association Between Tables

Usually, tables in a database are associated. The system automatically reads the association between tables when database tables are added to the business package. You can also manually associate tables if there is no association.

Setting rules:

• Values in the 1-end field are not allowed to be duplicated or empty.

• Avoid using the 1:1 relationship. Use 1:N or N:1 instead.

• Associating data is not supported in My Analysis. Publish the analysis subject to Public Data where you can associate data.

• The left and right fields shall correspond one by one.

• After configuring the field association, click Confirm and Update if you want to extract data. The table will be automatically updated. 

For details, see Data Lineage.

How do you manage and maintain subjects, data, components, or dashboards created by designers in My Analysis if issues such as errors or excessive disk space usage occur?

FineBI provides the User Analysis function to super admins for managing all the subjects, data, components, and dashboards created by designers in My Analysis. 

Log in to the FineBI system as the admin, click the    icon beside My Analysis, and click User Analysis to view all the subjects created by designers in My Analysis, as shown in the following figure.

You can perform operations such as Edit, Rename, Delete, Save as Subject, and Export on these subjects, as shown in the following figure.

Note:

1. You cannot use the data in User Analysis to create components and dashboards, nor can you assign permissions on them.

2. The analysis created by a deleted designer will be displayed as an analysis of an unknown user.

You can also view the update progress, data lineage, update content, and set permission inheritance.

Directory Management

Application Scenario

You can add, delete, modify, and perform other operations on the directory tree of the system, and can freely adjust the position of directories. 

You can mount finished templates onto the directory for viewers to view.

Function Introduction

Log in to the FineBI system as the admin, and click System Management > Directory Management. You can add, delete, and modify directories within the scope of permissions, as shown in the following figure.  

For details, see Directory Management.

User Management

Application Scenario

You can manage the information of platform users, including adding, deleting, and modifying user accounts, and setting the departmental structure, user roles, and user types.

Function Introduction

Log in to the FineBI system as the admin, and click System Management > User Management. You can set the name, department, position, and role of users, as shown in the following figure. 

For details, see User Management.

Permission Management

Application Scenario

It contains the security rules and policies of the system to ensure that users can only access authorized resources.

Function Introduction

Log in to FineBI as the admin, and click System Management > Permission Management. You can set all permissions of this

system, as shown in the following figure.

• Permission carrier: The object to which permissions are assigned, including departments, roles, and users.

• Permission entity: The assigned permission item, including personnel management, directory management, system management, data connection, task schedule, data permission, and sharing permission. 

• Permission type: The type of permissions assigned to users/subordinate admins, including view, export, use, edit, management, and authorization.

For details, see Permission.

Publication Management

Application Scenario

If a dashboard is finished, it needs to be published in the directory for others to use.

Function Introduction

Log in to the FineBI system as the admin, and click System Management > Publication Management. You can quickly publish the template applied for publication within the scope of permission to the authorized directory.

For details, see Publication Management.

Registration Management

You can view the version information of the decision-making platform and the list of purchased functions. 

For details, see Registration Management.

This module introduces solutions for common O&M and monitoring scenarios to help users in operating, maintaining, and monitoring FineReport and FineBI.

The solution applies to FanRuan systems that have been deployed. It introduces the daily maintenance, management, and monitoring methods of FanRuan applications in detail.