Homepage Management

Version

Application Scenarios

To customize settings and manage the homepage of the PC or mobile device, you can use the Manage Homepage function.

Functions

FineBI allows setting a homepage for the PC, mobile, and tablet platforms respectively.

You can select a FineReport template, FineBI dashboard, platform directory, or link as the homepage.

The homepage on PC is shown as follows:

Adding a Homepage

The admin logs into FineBI, go to System Management > Directory Management > Homepage Management, and click Add Homepage.

Set Homepage Example as Name, and select BI Template as Homepage Type in this example. There are three homepage types: BI Template, Template, Platform Directory.

• In the drop-down list of PC, select the dashboard Business Theme/Sales Management/Sales Director Real-time Dashboard.

• In the drop-down list of Mobile, select the dashboard Business Theme/Sales Management/Sales Director Real-time Dashboard.

• In the drop-down list of Tablet, select the dashboard Business Theme/Sales Management/Sales Director Real-time Dashboard.

Note:

1. FineBI allows setting different homepages for different users.

2. If a user has viewing permissions for multiple homepages, the homepage listed first in the directory will be displayed first.

3. FineBI pre-installed a set of default homepages. Users can create one or modify the existing default homepage directly.

Different configurations for different types of homepages.

Homepage Type		Description
BI Template		Select BI Template as Homepage Type, and in the drop-down list you can  choose dashboards: 1. The currently logged-in user's own dashboards. 2. The currently logged-in user has management permissions for dashboards  created and published by other users.
Template		Select Template as Homepage Type, and in the drop-down list you can choose any FineReport template in the reportlets folder and its subfolders in the  directory %BI_HOME%\webapps\webroot\WEB-INF.
Platform Directory		Select Platform Directory as Homepage Type, and in the drop-down list you  can choose any directory in the platform directory, regardless of whether the  mounting type is BI template, template, or link.
Link	Absolute Path	Select Link as Homepage Type, and enter the absolute path to set an external website as the homepage. Example: https://www.fanruan.com/ Note: The address need to include http://.
	Relative Path	To set an HTML page, image, or animation image as the homepage, you can  save the files in the webroot folder in the directory %BI_HOME%\webapps. Select Link as Homepage Type, and enter the relative path. Example: /webroot/demo.html Note: The size of the images and animation images can be adjusted according to different computer resolutions.

Assigning Viewing Permissions for Homepage

The admin logs into FineBI, and clicks System Management > Permission Management > Common Permission Configuration.

Permissions also can be assigned to the department and role in Permission Quick Configuration.

In this example, click User's Final Permission and select Alice to assign the viewing permission for Homepage Example.

Assigning Data Permissions

If the homepage is mounted with a BI template that requires access to certain data, the admin needs to assign data permissions.

The admin logs into FineBI, and clicks System Management > Permission Management > Common Permission Configuration.

Permissions also can be assigned to the department and role in Permission Quick Configuration.

In this example, click User's Final Permission and select Alice to assign the Component Data permission for Analysis Data > Data Analysis Model.

Assigning Permissions for Template Authentication

Enable Authentication Role Permission to assign viewing permissions for the homepage template to users.

The admin logs into FineBI, and clicks System Management > Template Authentication > Common Permission Configuration.

Permissions also can be assigned to the department and role in Permission Quick Configuration.

In this example, click User's Final Permission and select Alice to assign the viewing permission for the dashboard Business Theme/Sales Management/Sales Director Real-time Dashboard.

Demonstration

On PC

Alice logs into FineBI and see the default homepage displaying as the dashboard.

On Tablet/Mobile

Note:

The display rules for the set mobile homepage title when adding a homepage are shown in the following table.

Taking FineBI App as an example.

Enter FanRuan as Name, click Save, and the homepage on App is shown as follows:

When the homepage type is set as BI Template, Template, or Platform Directory, you can clear the default homepage and customized homepage that have been set.

Example: Clearing the customized homepage.

Note:

Clear only displays when there is content in the drop-down list.