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Example of Assigning Remote Design Permissions to Users

  • Last update:  2023-05-26
  • Overview

    Version

    Report Server Version

    11.0

    Application Scenarios

    In a FineReport project, only super admins have remote design permissions by default.

    If a user who is not a super admin wants to remotely connect to the server project, the user needs the super admin to assign the relevant permissions.

    Note: If subordinate admins encounter lag or slow data loading during remote design, they should enable the secondary database cache.

    Functions

    Remote design permissions are divided into three types and need to be used in combination:

    Note: This article only demonstrates the procedures of remote design permission assignment.

    Permission Type

    Explanation

    Note

    Remote connection permission

    Assigns remote connection permission to users so that they can remotely connect to server projects through the local designer.

    1. This permission can only be assigned by super admins.

    2. Supports assignment based on users and roles, but does not support assignment based on departments and positions.

    3. The permission assignment needs to be performed on the designer.

    Remote design template permission

    Assigns editing permissions for specified templates to different users, so that the users can only edit templates within their permissions.

    1. This permission can only be assigned by super admins.

    2. You can only assign the permission to the users and roles with remote connection permission, but not to those without remote connection permission. You cannot assign the permission based on departments and positions.

    3. The permission assignment needs to be performed on the designer.

    Data connection permission

    Assigns ordinary users the data connection permission they can use when creating reports, limiting the range of data connection and server datasets that they can use.

    1. This permission can only be assigned by admins.

    2. Supports assignment based on users, departments, and roles.

    3. Permission assignment needs to be performed in the decision-making platform.

    Example

    Application Scenarios

    There is a super admin alice (alice, 1) and an ordinary user (eoco, 123456) in the project http://IP:port/webroot/decision.

    There is a template named DashboardStarted. frm in the %FR_HOME%\webapps\webroot\WEB-INF\reportlets\doc\frm folder of the project server.

    The dataset data that needs to be called in the template DashboardStarted. frm is from the data connection FRDemo.

    Expected Effect

    In this example, you will assign permissions to the user eoco, allowing eoco to remotely connect to the project and edit the template DashboardStarted. frm.

    Assigning Remote Connection Permission

    Users who are not super admins cannot connect to the project remotely by default, and need to be assigned the remote connection permission by super admins.

    1. Super Admin Connects to the Project Remotely

    Super admin alice (alice, 1) opens the local designer, clicks File > Switch Working Directory > Others > 图片1.png > Remote Server to create a remote server directory.

    Enter project address in Host Location, which is http://IP:port/webroot/decision in this example. Enter alice and 1 in Username and Password respectively.

    Click OK, then the remote connection is successful.

    2. Assigning Remote Connection Permission

    The admin clicks Server > Remote Design Permission Management to assign remote connection permission to a user/role, which is eoco in this example.

    Click 图片2.png , select eoco, and click OK. Then user eoco has been added to the list of users who can connect to the project remotely.

    Assigning Remote Design Template Permission

    Users who are not super admins can only create templates even they have been assigned remote connection permission. They cannot view/edit/delete the existing templates in the project before being assigned design permission of the specified templates by super admins.

    1. Super Admin Connects to the Project Remotely

    Super admin alice (alice, 1) opens the local designer, clicks File > Switch Working Directory > Others > the button > Remote Server to create a remote server directory.

    Enter project address in Host Location, which is http://IP:port/webroot/decision in this example. Enter alice and 1 in Username and Password respectively.

    Click OK, then the remote connection is successful.

    2. Assigning Remote Design Template Permission

    The admin clicks Server > Remote Design Permission Management to assign template design permission to a user/role with remote connection permission, which is user eoco in this example.

    Select user eoco, tick the template DashboardStarted. frm that eoco needs to edit, and click OK. Then user eoco has the permission to view, edit, delete, and rename the template.

    Assigning Data Connection Permission

    As the template DashboardStarted. frm needs to use the data in the data connection FRDemo, it is necessary to assign the permission of using this data connection to eoco, otherwise eoco will not be able to save the edited template.

    1. Enabling Data Connection Control

    The super admin logs into the decision-making platform of the remote report project http://IP:port/webroot/decision, clicks Manage > Permission > Global Setting, enables Data Connection Control, and clicks Save.

    2. Assigning Data Connection Permission

    The admin logs into the decision-making platform of the remote report project http://IP:port/webroot/decision, and clicks Manage > Permission > General permission configuration.

    You can assign permissions to the department and role in Permission Quick Configuration. In this example, click User final authority, and select eoco to assign the using permission for the data connection FRDemo.

    Demonstration

    User eoco (eoco, 123456) opens the local designer, clicks File > Switch Working Directory > Others > the button > Remote Server to create a remote server directory.

    Enter project address in Host Location, which is http://IP:port/webroot/decision in this example. Enter eoco and 123456 in Username and Password respectively.

    Click OK, then the remote connection is successful.

    User eoco can view, edit, rename, and save the template DashboardStarted. frm.

    User eoco can use and preview the data of the data connection FRDemo.

    Attachment List


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