Overview
This document is applicable to users who have installed the Data Portal plugin to learn plugin functions.
Version
| Report Server Version | Data Portal Plugin Version | Functional Change |
|---|---|---|
11.0.8 | V1.9 | Supports mobile data portals. |
V1.11 | Allowed users to customize entries through the quick entry component. | |
V1.12 | Allowed users to search for quick entries and indicators through the search box component. Optimized the display effect of the search result. | |
| 11.0.19 | V1.13 | Optimized the quick entry adaptation for data portals on the mobile terminal. Supported word wrapping for the quick entry name. |
11.0.2 | V1.14 | Allowed you to add the whole FVS template or the specific sheet of a FVS template for data portals on the mobile temrinal. |
11.0.25 | V1.15 | Removed the bottom toolbar from the data portal preview page on the mobile terminal.  Note: |
| 11.0.25 | V1.15 | Optimized the preview effect of the HTML5 data portal in the app encapsulation. (1) Changed the display position of the alert popup window and hyperlink popup window in the data dashboard from the dashboard center to the screen center. (2) Changed the position of the content displayed by Msg.toast from the dashboard top to the screen top.
|
Function Description
Note:Admins can create, edit, preview, share, rename, copy, and delete mobile data portals on the Portal List page.
Server Address
Log in to the decision-making system as the admin, choose System Management > Data Portal > Portal Management, fill in the server address, and click Save, as shown in the following figure.
The address needs to be accessed by the external network, with the format as http://Domain name:Port number/decision or https://Domain name:Port number/decision.
Adding a New Portal
Click Add Portal on the Portal List page, enter the portal name, set Terminal to Mobile, select a portal demo, and click OK.
Portal Name: It cannot be empty or same as another data portal.
Terminal: includes Desktop and Mobile.
Portal Demo: includes Unified Data Portal (preset) and Custom (allows you to create an empty data portal with a search box).
A data portal is created successfully and opened automatically in a new window. You can edit the content of the data portal and preview/save it.
Adding a Component
Various components can be added from the data portal dashboard, as shown in the following table.
Note:| Classification | Components | Explanation | Document |
|---|---|---|---|
Portal Component | Quick Entry | Allows clicking the items under Quick Access to quickly open the corresponding directory/hyperlink in a new window. | |
Bulletin Board | Displays the latest/all announcements published manually by the admin. | ||
Report Dynamics | Displays records of launched directories within login user's permissions. | ||
Search Box | Accurately searches templates with viewing permissions in platform directories. | See section "Search Box". | |
Banner | Allows you to set jump links in a banner, which you can click to redirect to the corresponding page. | See section "Banner". | |
Data Dashboard | Data Dashboard | Displays directory template content in the Data Dashboard component of mobile terminals. |
Search Box
Note:You can accurately search templates with viewing permissions in platform directories through the search box. Click the template name to jump to and view the corresponding template page.
In the Data Portal plugin V1.12 and later versions, you can search for quick entries. By clicking the quick entry name, you can redirect to and view the corresponding page, and optimize the display effect of the search results, as shown in the following figure.
1. Search results are displayed separately through three tab pages — All, Quick Entry, and Directory Content.
All: classifies and displays search results of all resources.
Quick Entry: displays search results of resources in quick entry components.
Directory Content: displays search results of resources in Directory Management.
2. After the search box is clicked, the top eight historical records are displayed in chronological order. You can click the history records to quickly search content, without re-entering.
Banner
Adding a Component
Note:1. Add a banner component.
Click Portal Component on the data portal editing page and click/drag the Banner component to the data portal.
2. Add multiple banner components.
Select the Banner component, click Add banner, edit the banner content in the pop-up box, and click Confirm.
The following table explains the settings of a banner component.
| Settings | Description |
|---|---|
Name | It cannot be empty or repeated. |
Type | Built-in Image: six built-in images for you to select
|
Upload Image: upload local images. You are advised to upload images with the size of 343*120 in JPG and PNG formats. | |
Hyperlink | Not mandatory, enter the hyperlink that you want to jump to when clicking the image.
|
Enabling Carousel
To add two or more banners, you can set the interval time of Enable carousel. The default value is 5 seconds, meaning that a banner is automatically switched to the next every 5 seconds.
Effect on Mobile Terminals
Add two banners with hyperlinks and set the carousel interval to 5 seconds. Banner carousel can be automatically performed. Click banners to jump to and view the corresponding link content.
Note:
Previewing Portal
Click the preview icon on the portal list page to preview the data portal on the current page.
Sharing Portal
Note:If the server address is set in advance based on section "Server Address", the generated portal link will automatically concatenate the server address (in the format http://IP number:Port number/webroot/decision/data/portal/XXX/view) after you click Generate Link.
If the server address is not set, the generated link will be a relative address (in the format /webroot/decision/data/portal/XXX/view).
Click the Generate Link icon on the right of the corresponding data portal on the portal list page to copy the preview link.
After the link is generated, admins can share the data portal with other users through the following methods:
Directly share the link with other users, who can view contents within permissions by logging in to their decision-making system accounts.
Mount the data portal to a directory by mounting the link to the directory.
Direct View
Admins can directly share the generated preview link with other users. Users can view content within permissions by logging in to their decision-making system accounts.
Viewing Through Directory
Log in to the decision-making system as the admin, choose System Management > Directory Management > Directory Management, and click Add Link.
Fill in the generated preview link in Link Path and set Terminal to Mobile to mount the mobile data portal.
The admin needs to assign the viewing permission of this directory to common users, otherwise, a prompt pops up, indicating that they have no permission.
Directories that need to configure permissions include:
1. Directory where data portals are mounted
2. Directory where templates used in the data dashboard component are mounted
3. Directory where templates used in Quick Access component are mounted
4. Directory from which users hope to receive report dynamics needs to be assigned the viewing permission. Meanwhile, the setting of Terminal needs to include Mobile.
