Overview
FineReport is a tool for report creation, analysis, and display. With FineReport, you can customize data analysis and the report system. Users of FineReport in enterprises can be roughly divided into three categories: platform admins, report creators, and business personnel.
Platform admins are mainly responsible for FineReport server deployment, daily operation and maintenance, permission allocation, report mounting, and so on.
Report creators are mainly responsible for designing reports, FVS, and so on as business personnel need.
Business personnel provide business requests in practice for report creators and view data of reports on PC or mobile devices.
This article provides the learning path and related documents after completing Quick Start for platform admins.
Basic Learning Path for the Platform Admin
Chapter | Title | Introduction | Help Document |
Chapter 1 Project Deployment | |||
1.1 | Project Deployment Preparation | The installation of FineReport has requirements for system, network, devices, and container. Read the document first before starting project deployment. | |
1.2 | Project Deployment | To deploy the project into Tomcat, you need to install Tomcat and JDK, which is a problem for beginners. FineReport integrates the Web container containing the project and the environment deployment, supporting direct deployment and start in the corresponding system without environment deployment. | |
Chapter 2 Initialization | |||
2.1 | Initialization | You need to initialize the platform when you open it for the first time. Next time you open it, you will go to the platform login interface directly. | |
Chapter 3 Security Configuration | |||
3.1 | System Security Configuration | To improve security, you should enable security settings on the platform before formal use. This article helps you learn the content of security management. | |
Chapter 4 Project Registration | |||
4.1 | Project Registration | Select the way of registration as your company needs. | |
Chapter 5 Plugin Installation | |||
5.1 | Server Plugin Management | Learn how to install, delete, update, disable, and enable plugins in the server. | |
Chapter 6 Database Configuration | |||
6.1 | External Database Configuration | Learn why and how to configure external databases. Configure the databases you need. | |
6.2 | Creating Data Connection | Learn how to create a data connection. | |
Chapter 7 Adding Users | |||
7.1 | Adding Users | Select the way of adding users as your company needs and import user information. | |
Chapter 8 Connection Permission Configuration | |||
8.1 | Setting Remote Connection Permissions | Learn the concept and application scenarios of remote design and assign permissions to users. | |
8.2 | Setting Data Connection Permissions | Assign data connection permissions to users as needed. | |
Chapter 9 Adding Contents | |||
9.1 | Directory | Learn how to add, delete, and modify platform directory trees. | |
Chapter 10 Permission Configuration | |||
10.1 | User Permission Management | Learn how to assign Personnel Management permissions to departments., roles, and users. | |
10.2 | Directory Permission Management | Learn how to assign Directory permissions to departments, roles, and users. | |
10.3 | Permission Range of Sub-admins | The decision-making platform allows adding multiple sub-admins to assist the super admin in managing the system and users. Learn how to set permissions for sub-admins. | |
10.4 | Task Schedule | Sub-admins can manage all tasks in Task Schedule without restriction. Learn how to assign permissions of scheduled tasks. | |
Chapter 11 Operation and Maintenance Management | |||
11.1 | Operation and Maintenance Management | It is significant for admins to consider how to ensure the healthy and stable operation of the system, checking problems such as: l Whether there are problems or relevant risks in templates. l Whether the hardware and software are available for actual application scenarios. l Whether there are risks of downtime. | |
