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System Management Introduction

  • Last update:  2023-08-10
  • Overview

    Version

    Report Server Version

    Functional Change

    11.0

    /

    11.0.18

    Optimized the visual effect of tabs under Common Help


    Functions

    System Management refers to the area where admins or subordinate admins can manage the decision-making platform.

    Getting Started for Beginners

    Follow the quick-start steps below to learn how to manage the decision-making platform.

    Step

    Introduction

    Document

    1

    How to log in to the decision-making platform as the super admin

    Introduction to Decision-making Platform

    2

    How to mount the template to the directory of the decision-making platform

    /

    3

    How to add other users to the decision-making system

    /

    4

    How to allow users to view the templates mounted to the directory

    /

    5

    How to add scheduled tasks

    /

     

    Function Index

    Follow the steps below to learn how to manage decision-making platform.

    Step

    Introduction

    Document

    1

    Adding, deleting and modifying the directory tree, and adjusting the directory position

    /

    2

    Managing platform user information

    User Management

    3

    Security rules and policies of the system which allow users to access the  authorized resources

    /

    4

    Customizing the login page, platform theme, platform style, and directory style of the decision-making platform

    /

    5

    The system settings of the decision-making platform, including Login Setting, General Setting, Print Setting, Email Service, and Cache Setting

    /

    6

    Managing scheduled tasks. The server automatically completes the scheduled task at the specified time, generating the required files, and notifying users of the generated results through email, SMS, and platform message, thus allowing user's timely analysis and decision.

    /

    7

    Mobile platform settings including App launch screen, device binding, QR code configuration, theme, directory and others

    Mobile Platform

    8

    Viewing the version information of the current report project and the list of purchased functions

    /

    9

    Procedures to manage and maintain the product

    /
    10

    Creating a new data connection to view and modify the database connected to the report system without using the designer

    [Platform] Data Connection Management

    11

    Installing, deleting, updating, disabling, and enabling plugins on the visualized interface of Plugin Management

    /

    12

    Security settings including Security, Access Control, SQL Injection Prevention, Watermark Setting and Data Desensitization

    /

    13

    Controlling the reports that a user can view in the ways including Authentication User Password Only, Role Permission Authentication, Digital Signature Authentication

    /

     

    Note

    Problem:

    If users perform operations on System Management of the decision-making platform in the IE browser where Compatibility View is enabled, they may encounter lagging issues and may not be able to add new data connections. An error message is displayed: The current number of data connections has reached the registered LIC limit (0) and cannot be added.

     

    Cause:

    When Compatibility View is enabled in the IE browser, requests are sent to the website in the format of IE7 and the earlier versions of JS files are adapted. In this case, if users use the decision-making platform through the IE browser, they can only view the templates in Directory and cannot use System Management.

    iconNote:

    IE8 and later versions are needed to view Directory. IE9 and later versions are needed to use System Management.


    Solution:

    There are two solutions to this problem.

    • Solution One: Turn off IE browser compatibility view.

    • Solution Two: To configure System Management of the decision-making platform in the IE browser with Compatibility View enabled, the user needs to manually change the IE kernel version to a newer one. The steps are as follows.

      1. Open the decision-making platform page in the IE browser and choose Tools > F12 Developer Tools.

             2. Take IE10 browser as an example. Manually change the IE kernel version. 

    Attachment List


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