Template Authentication

1) Users who have integrated FineReport into their existing systems without purchasing the FR Data Decision-making Platform may control user permissions through Template Authentication.

2) Users can select different control modes based on their actual needs. No authentication is required by default. In other words, all users, including users not logged in, are able to view all report templates. In addition, there are three other configurable authentication modes.

3) This document briefly describes how to enable template authentication and when no authentication is required by default.

1. Access to Template Authentication

1) Click on [System Management] and [Template Authentication] to enter the Authentication Configuration page.

2) Click on the button on the top left to expand the settings for template authentication. The settings are disabled by default. Only the Template Authentication can be enabled and other settings are greyed out and cannot be selected.

2. Disabled by default

1) The Template Authentication is disabled by default, i.e., all templates can be accessed by every user.

2) Open a template URL in the browser to access the template directly without any authentication. Take http://localhost:8075/webroot/decision/view/report?viewlet = GettingStartedEN.cpt as an example:

3. Enable the authentication and select a template

To use the other three authentication modes, the Template Authentication should be enabled first before selecting a template for authentication.

1) Click on the on-off switch shown after selecting the Template Authentication to enable authentication. In this way, the remaining options can be selected for setup.

2) Click on the [Select] button to display all templates in the current project.

3) An open Lock icon following the template name indicates the need for authentication. All templates need authentication by default.

4) Click on the Lock icon and change it to Locked status, indicating that the template needs no authentication.

5) After the parent directory changes its status, all the templates in the child directory will also change their statuses.

6) To find templates for setup, enter the template name in the search box above, and all the templates with the keyword in the search box will be displayed.

7) Click on the [Finish] button to save the settings.

The following three permission control modes can be used to restrict the reports accessible to users, from which you may select as needed.

• Authenticate only Username and Password: Upon authentication and successful login, all users have the same permission and can view all report templates.

• Role-based Authentication: Upon authentication and successful login, different permissions will be assigned based on user's role, and each user can only have access to the report templates that he/she are allowed to view.

• Digital Signature Authentication: Verify the access requests through digital signature. FR grants access to the reports to legal signatures only, otherwise it returns no permission.

Note:

• Template permission control needs to be used in conjunction with the user's system.

• If the Data Decision-making System is purchased, the Template Authentication can also be used, but the permission settings will apply to the integrated template only and is not applicable to the Decision-making System.