Post-Upgrade Instruction

If you have upgraded FineBI to V6.0, you can refer to this document for some suggestions on organizing resources.

1. Positioning of Analysis Subject and Public Data

Analysis Subject: Integrates the data, components, and dashboards included in an analysis, providing users with a more efficient and immersive analysis experience.

Public Data: Only stores data used by the majority, facilitating admins in data management and ensuring that users can quickly find the required data for analysis.

2. Self-Service Dataset

During the upgrade, new analysis subjects will be automatically generated in My Analysis of the dataset creator to store the original self-service dataset. If others have permission to use the subject, it will be automatically published to Public Data.

3. Dashboard

After the upgrade, a corresponding analysis subject in My Analysis will be automatically generated to store original dashboards. The original dashboards that have been published to Directory will be re-published to Directory from My Analysis during the upgrade.

In V6.0, both original dashboards and data are stored in the analysis subject. During the upgrade, it is difficult to determine the most reasonable combination of datasets and dashboards, so the data and dashboards are stored in different analysis subjects.

For more information on upgrade compatibility, see FineBI 6.0 Compatibility Instruction.

1. After the upgrade, data, dashboards, and components are stored in different analysis subjects in My Analysis, which does not favor users' grasp of the positioning of an analysis subject, indirectly increasing the adaptation costs.

2. After the upgrade, data in Public Data remain redundant and cluttered with diverse content, which poses challenges for admins to manage data and for users to quickly fetch data.

To address the above issues, this document provides two solutions targeting different users.

Solution for Users

1. Merge the data and dashboards, and replace the tables used by the components through the Organize Subject Quickly function to facilitate the subsequent cancellation of dataset publication. 

This function is enabled only after the Subject Merge plugin is installed. For details, see Subject Merge Plugin.

2. Go to the editing page of the analysis subject, click the  icon, and select Unpublish to cancel the publication of the unnecessary tables.

Solution for Admins

1. Click My Analysis, click the  icon, select User Analysis, click the  icon, and select Replace User's Table from the drop-down list.

You can select the data by user, group, and subject to replace them in batches.

Note:

Your admin account is not included in the users when you click Select All.

2. Choose System Management > Public Data Management, click the Detect Public Data Now button, search for datasets based on their usage, select the target datasets, and cancel the publication in batches.  

Q: Do I have to replace the data before canceling the publication?

A: The reason for replacing the data is that the dashboard component uses the table in Public Data. There is a risk of errors if you cancel the publication, so it is necessary to first switch the used table to the table in My Analysis.

Q: What is the difference between Replace Partially and Replace All during data replacement?

A: Replace Partially only replaces tables for which the permission inheritance is enabled, so there is no risk of permission changes. If you perform Replace All, since the tables used in some dashboards in the directory have changed and do not have inherited permissions, permission changes may occur. Therefore, you are advised to perform Replace Partially.

Q: After I cancel the publication of a dataset, the dashboard in the directory reports an error. How can I resolve this problem?

A: This is because the dashboard still uses the dataset in Public Data instead of the dataset in My Analysis. You can solve this issue by republishing the dataset.