Overview
Version
| Report Server Version |
|---|
| 11.0 |
Function Description
Users can open a FineReport report in two scenarios:
(1) Log in to the decision-making platform and access the report in the platform directory.
(2) Integrate the report into other systems for access.
In the first scenario, you can manage whether a user has the permission to view a report through permission management. You can also configure whether the user has the permission to view the template through template authentication.
In the second scenario, you often need to configure whether the user has the permission to view the template through template authentication. For details, see Template Authentication.
If a sub-report is hyperlinked by Web Report to the main report and can be opened through the hyperlink, template authentication needs to be performed on both the main report and sub-report to ensure data security.
This document mainly describes the permission inheritance for the hyperlinks of the web report type in a report when template authentication is enabled.
Note:Notes
Only when the hyperlink method is a template path can permissions be inherited for the hyperlink. The following two methods do not support permission inheritance:
(1) The template path is directly suffixed with parameters.
(2) The web link contains the template preview URL.
Logic Description
Accessing a Report on the Platform
In this scenario, template permissions are verified only for three types of template access methods:
(1) Templates are used as the homepage of the decision-making platform by the Add Template button.
(2) Templates are used as the homepage of the decision-making platform by the Add Link button.
(3) Templates are mounted to the directory by the Add Link button.
Note:Template Settings
(1) Log in to the decision-making platform as the super admin, choose System Management > Template Authentication, click the gear icon, enable Template Authentication, select Authenticate Role Permission, and click Save, as shown in the following figure.
(2) Click the Select button and enable authentication for both the main report and sub-report.
(3) Assign the viewing permission on the main report to the user eoco, the viewing permission on the sub-report to the user Tom, and no viewing permission on the main or sub-report to the user Anna, as shown in the following figure.
(4) Mount the main report (namely, the template) to the directory by the Add Link button, and assign the viewing permission on the main report to the user eoco, as shown in the following figure.
Effect Preview
Since the hyperlink of the web report will inherit permissions, the user eoco can directly view the sub-report (no matter opened by either of the following methods: New Window/New Tab on Platform/Dialog Box/Current Window/Current Tab on Platform) through the main report after logging in to the decision-making platform.
When the user eoco sends the preview URL of the sub-reports to the users Tom and Anna, there may be the following two situations:
(1) Within the login timeout period:
· After accessing the URL, the user Tom can directly view the sub-report.
· After accessing the URL, the user Anna needs to log into the decision-making platform, but will see a prompt indicating no access permission.
(2) Beyond the login timeout period:
· After accessing the URL, the user Tom needs to log into the decision-making platform, and can view the sub-report with data filtered according to Tom's permissions.
· After accessing the URL, the user Anna needs to log in to the decision-making platform, but will see a prompt indicating no access permission.
Accessing Reports Integrated into Other Systems
When reports are integrated into a user's own system, the user also needs to configure template permissions through template authentication.
In this case, the sub-reports opened via hyperlinks also need to inherit the main report's permissions. If many reports exist, the admin usually only sets the permissions for the main report. It is troublesome to set permissions one by one for multiple hyperlinked sub-reports.
For better understanding, the following lists examples of user operation scenarios in detail:
(1) Role permission authentication
| Operation Scenario | Authentication & Permission | Effect Preview |
|---|---|---|
User A > Open the main report > Open the sub-reports via hyperlinks |
|
|
User A > Open the main report > Jump to the sub-reports via hyperlinks > Copy the sub-report URLs to a new browser |
| Link access will trigger login page display.
|
User A > Open the main report > Jump to the sub-reports via hyperlinks > Copy the sub-report URLs to new tabs in the same browser |
|
|
(2) Authenticating user passwords only
| Operation Scenario | Authentication & Permission | Effect Preview |
|---|---|---|
User A > Open the main report > Jump to the sub-reports via hyperlinks | Both the main report and the sub-reports require authentication. |
|
User A > Open the main report > Jump to the sub-reports via hyperlinks > Copy the sub-report URLs to a new browser | Both the main report and the sub-reports require authentication. | Link access will trigger login page display.
|
User A > Open the main report > Jump to the sub-reports via hyperlinks > Copy the sub-report URLs to new tabs in the same browser | The sub-reports require authentication. |
|
(3) Digital signature
Operation Scenario | Authentication & Permission | Effect Preview |
|---|---|---|
User A > Open the main report > Jump to the sub-reports via hyperlinks | Both the main report and the sub-reports require authentication. |
|
User A > Open the main report > Jump to the sub-reports via hyperlinks > Copy the sub-report URLs to a new browser | ||
User A > Open the main report > Jump to report 2 via the hyperlink > Copy the sub-report URLs to new tabs in the same browser |
(4) Disabled authentication
| Operation Scenario | Effect Preview |
|---|---|
Open the main report > Jump to the sub-reports via hyperlinks | The main report and sub-reports can be always viewed without login. |
Open the main report > Jump to the sub-reports via hyperlinks > Copy the sub-report URLs to a new browser | The main report and sub-reports can be always viewed without login. |
Open the main report > Jump to report 2 via the hyperlink > Copy the sub-report URL to a new tab in the same browser | The main report and sub-report can be viewed without login. |
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