Connecting the App to the Platform/Report Server

Version

Application Scenario

• You can preview a single template (created in the FineReport designer) using the DataAnalyst app.

• You can configure your own server and browse the entire report project using the DataAnalyst app.

Function Description

• You can open the DataAnalyst app and click the server button in the bottom left corner of the login page to enter the server list.

• FineReport and FineBI demo servers are built-in in the DataAnalyst app, allowing you to preview demo templates and understand the functions of FanRuan products.

• You can switch, modify, add, and delete your own server in the DataAnalyst app.

This section mainly describes how to load your own report server and browse the entire project in the DataAnalyst app.

PC Configuration

Environment Confirmation

Place the PC and mobile device on the same network. The following three methods are available:

1. Use your mobile phone as a hotspot for your computer.

2. Connect your mobile phone and computer to the same hotspot.

3. Configure an internet-accessible environment for the server.

Note:

To ensure that the computer IP address is switched to the IP address of the wireless network, unplug the wired network.

QR Code Configuration on the Platform

Log in to the decision-making platform, choose System Management > Mobile Platform > App Config, set Server Name and Server Address in Login Configuration, and click Generate QR Code. Then a QR code will be generated in the QR code box.

Note:

1. For details about how to log in to the decision-making platform, refer to Introduction to Decision-making Platform.

2. The server address must be in the http://IP address:Port number/Project name/decision format, where the IP address and port number need to match those in the actual network environment.

Account and Password Configuration

To access templates on mobile terminals, you need to have an account and a password for the decision-making platform. For details, see Introduction to the Decision-making Platform.

Server Configuration in the App

Note: For details about how to download and install the app, see App Download/Installation/Usage.

After downloading and installing the app, open the DataAnalyst app, choose Server > New Server, and scan the QR code configured in section "QR Code Configuration on the Platform."

Confirm server information and click the ✔ mark in the upper right corner. Then you can add this project to the server list and will automatically be redirected to the login page.

Note:

1. You can scan the QR code saved in the album.

2. You can manually enter server information. The server address is in the http://IP address:Port number/Project name/decision format.

3. To enhance security, you want the data to be encrypted when the client communicates with the server. If the server has already used HTTPS SSL for encryption, the HTTPS protocol needs to be supported when the server is added in the app.

Server Login in the App

Enter the account and password of the administrator on the login page. Then you will be redirected to the mobile homepage of the project, as shown in the following figure.

Note:

1. If you enter the account and password of the built-in user (non-administrator) in FineReport, you need to assign the user the permission to view directories. For details, see Permission Assignment Based on Users.

2. The FineReport 11.0 platform adopts AccessToken verification. After you select Auto login, the AccessToken is valid for 14 days. After 14 days, you need to log in again.

This section mainly describes how to access a single template in the DataAnalyst app for template effect adjustment.

PC Configuration

Account and Password Configuration on the Platform

To access templates on mobile terminals, you need to have an account and a password for the decision-making platform. For details, see Introduction to the Decision-making Platform.

Environment Preparation

Place the PC and mobile device on the same network. The following two methods are available:

1. Use your mobile phone as a hotspot for your computer.

2. Connect your mobile phone and computer to the same hotspot.

Note:

To ensure that the computer IP address is switched to the IP address of the wireless network, unplug the wired network.

Template Preview

1. Open the built-in template in the path %FR_HOME%\webapps\webroot\WEB-INF\reportlets\GettingStartedEN.cpt.

Click Mobile Preview, as shown in the following figure.

2. Wait until the page shown in the following figure is displayed in the PC browser.

Attribute	Note
GettingStartedEN	Report name
Type	Report preview type, which can be set to Preview or Data Entry. Note: You can set Type to Data Entry only for general reports.
QR Code	QR code of the report access link, which can be directly recognized and accessed by DataAnalyst and third-party browsers.
Copy Link	Report access link. If the IP address in the current URL is localhost, the IP address of the current device network will be automatically recognized. The message "Ensure that mobile terminals are on the same network as the current PC" is displayed in this case.

Server Configuration in the App

Note: For details about how to download and install the app, see App Download/Installation/Usage.

Open the app, choose Server > New Server, and directly scan the QR code generated in section "Template Preview" of this document. Confirm server information and click the ✔ mark in the upper right corner. Then you can add this project to the server list and will automatically be redirected to the login page.

Note:

1. If the server list contains the server address of the current template link, you will be redirected to the login page of the existing server.

2. If a server with different names exists, select the first one.

Server Login in the App

Enter the username and password on the app login page. Wait until the app login is successful. Then you will be redirected to the template page.

The following figure shows the effect.

Note:

1. The FineReport 11.0 platform adopts AccessToken verification. After you select Auto login, the AccessToken is valid for 14 days. After 14 days, you need to log in again.

2. If the template permission is enabled, check whether the logged-in user has the access permission. If not, the message indicating no permission is displayed.

The built-in demo server cannot be edited. No edit button is available on the right.

The added server can be edited. Click the edit button on the right to enter the manual server edit page, as shown in the following figure. Other operations are the same as server adding.

1. The built-in FineReport server and added servers can be deleted.

2. You can swipe left to delete one server.

3. You can swipe right without releasing your finger to cancel deletion.

4. Click the delete button. Then the message "Sure to delete this server?" is displayed. Click Confirm to delete the server, or click Cancel to cancel deletion.

1. In the server list, click another server to switch to its login page.

2. Click the server again. Then the server corresponding to the current login page is in the selected state.

Problem:

When you preview a template on a mobile terminal, the server fails to be connected or the webpage fails to be opened after you scan the QR code, as shown in the following figure.

Not-Configured Network

Cause: The mobile terminal is not on the same network as the current computer.

Solution: For details, see section "Environment Confirmation."

IP Addrerss Identification Error

Cause: Since the computer connects to multiple networks in a short period, the network corresponding to the IP address in the QR code link is different from that connected to the mobile terminal.

Solution:

1. Enter the command ipconfig /all in the Command Prompt window.

You can check the actual IP address of the local computer, as shown in the following figure.

2. Check whether the found IPv4 address is the same as the IP address in the link below the generated QR code of the report, as shown in the following figure.

3. If not, modify localhost in the webpage link to the correct IP address, press the Enter key to regenerate the QR code, and re-scan the QR code through the mobile terminal to preview the template.

Firewall Block

Cause: If you ensure that you have performed operations as this document described and configured the application correctly, the error may be caused by the Windows firewall.

Solution: Directly disable the Windows firewall and proceed with preview operations on the mobile terminal. Alternatively, configure the Windows firewall to open the unauthorized port based on the following steps.

1. Choose Windows Security > Firewall & network protection > Advanced settings > Inbound Rules > New Rule, as shown in the following figure.

 2. Click Rule Type, select Port, TCP, and Specific local ports, enter 8075 in the text box, and save the setting, as shown in the following figure.