Mobile Data Portal Instruction

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: The HTML5 Mobile Display plugin needs to be updated to 11.0.9.
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. Note: The HTML5 mobile display plugin needs to be updated to V11.0.91.

Function Description

Note:

This document only introduces main operations of setting mobile data portals. For other operations that are the same with those on PC, see Data Portal Plugin Installation.

Admins can create, edit, preview, share, rename, copy, and delete mobile data portals on the Portal List page.

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.

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.

Various components can be added from the data portal dashboard, as shown in the following table.

Note:

The Data Dashboard component can be added repeatedly, while other components can only be added once.

Search Box

Note:

The search box style is fixed. You cannot delete or modify it.

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:

Up to six banners can be added to a banner component.

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.

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:

The effects on the DataAnalyst app and HTML 5 are the same. Sliding to switch banners are supported on both ends.

Click the preview icon on the portal list page to preview the data portal on the current page.

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.