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Administering QlikView

QlikView
12.10
Copyright1993-2016QlikTechInternationalAB.Allrightsreserved.
Copyright 1993-2016 QlikTech International AB. All rights reserved.

Qlik, QlikTech, Qlik Sense, QlikView, Sense and the Qlik logo are trademarks which have been
registered in multiple countries or otherwise used as trademarks by QlikTech International AB. Other
trademarks referenced herein are the trademarks of their respective owners.
Contents

1 Introduction 22
1.1Status 22
1.2Documents 22
1.3Users 22
1.4System 22
2 QlikView Publisher Document Administrators 23
3 Status 24
3.1Tasks 24
Functions 24
SearchTask 24
FilterandSort 24
Name 24
Status 24
PublisherGroup 25
LastExecution 25
Started/Scheduled 26
EditTask 26
RunTask 26
StopTask 26
ShowTaskDetails 26
HideTaskDetails 27
RefreshOptions 27
QlikViewDistributionServicemachinestatus 27
3.2Services 27
ServiceName 27
RunningOn 28
Status 28
ShowAlert 28
Information 28
Servicestatusmessages 28
ShuttingdownaQlikViewDistributionService 29
3.3QVSStatistics 29
OpenDocuments 29
Path 29
Sessions 29
ActiveUsers 30
Name 30
NumberofDocuments 30
Performance 30
DocumentsandUsers 32
Document 32
User 33
4 Documents 34

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Contents
4.1QlikViewDocumentTypesandFunctions 34
4.2SourceDocuments 35
Functions 35
SearchDocument,Task,orTemplate 35
Filter 35
ViewStatus 36
AddTask 36
EditTask 36
ContextMenu 36
CopyTask 37
PasteTask 37
ImportTask 37
RunTask 37
AbortTask 37
DeleteTask 37
Templates 38
Functions 38
SearchDocument,Task,orTemplate 38
View 38
AddTemplate 38
EditTemplate 38
ContextMenu 39
DeleteTemplate 39
Help 40
MovementButtons 40
WizardStartPage 40
StartPage 40
Help 41
MovementButtons 41
General 41
General 41
Attributes 42
Delete 42
Help 42
MovementButtons 42
Reduce 43
ReductionMethod 43
ReducebyFieldValue 44
ReducebyBookmark 44
LoopandReduce 44
Help 45
MovementButtons 45
Distribute,Manually 45
DistributetoQlikViewServer 45

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Contents
Delete 47
DistributeviaE-mail 47
DistributetoFolder 48
Help 48
MovementButtons 49
Distribute,LoopFieldinDocument 49
LoopandDistribute 50
Destination 51
QlikViewServer 51
E-mail 51
Folder 51
Help 51
MovementButtons 51
TriggerTask 52
TriggersforRunningthisTask 52
ConfigureTriggerDialog 52
Recurrence 53
Startat 53
Once 53
Hourly 53
RunEvery 53
On 53
RunOnlyBetween 54
MaxNumberofExecutions 54
Expire 54
Daily 54
RunEvery 54
MaxNumberofExecutions 54
Expire 55
Weekly 55
RunEvery 55
On 55
MaxNumberofExecutions 55
Expire 55
Monthly 56
Months 56
CheckAll 56
UncheckAll 56
RunOnly 56
MaxNumberofExecutions 57
Expire 57
Continuously 57
Starton 57
Completionof 57
Password 58

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Contents
TimeConstraint 58
RunTaskWhenAlloftheseEventsCompleted 58
ExternalEvent 58
Password 58
TaskCompleted 58
Event 58
Task 58
Help 58
MovementButtons 58
General 59
Basics 59
Enabled 59
TaskName 59
PublisherGroup 59
TaskDescription 59
Summary 59
Reload 59
PerformReload 60
Enable 60
DataProtection 60
SectionAccess 60
UserName 60
Password 60
ScriptSetup 60
PartialReload 60
ScriptParameters 60
ParameterName 60
ParameterValue 61
Reduce 61
ReductionMethod 61
OpenDocument 61
ReducedDocumentName 62
SavetheReducedDocumentwiththeFollowingName 62
SimpleReduce 62
Fields 63
Values 63
SelectedFields 63
SelectedValues 63
ClearSelection 63
ReducebyBookmark 63
LoopandReduce 63
ByFieldValue 63
ByBookmark 63
Distribute 64
Manually 64

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Contents
DistributetoQlikViewServer 64
Delete 65
DistributeviaE-mail 66
DistributetoFolder 66
PublishalinktoaQlikViewdocumentintheQlikSensehub 67
QlikViewdocuments 67
Beforeyoubegin 68
QlikViewcertificaterequirements 68
ConfiguringQlikSensetoallowuserstopublishalinktosharedcontent 68
ConfiguringtheQlikViewDistributionServicewiththeQlikSensecertificates 69
Importingtheroot.cercertificate 69
Importingtheclient.pfxandserver.pfxcertificates 70
CreatingatasktopublishalinktoaQlikViewdocumentintheQlikSensehub 71
LoopFieldinDocument 72
LoopandDistribute 72
Destination 73
QlikViewServer 74
E-mail 74
Folder 74
FileType 74
OutputDocumentType 74
Notify 74
NotificationE-mail 74
DocumentInformation 75
General 75
SelectCategory 75
OrTypeaNewCategory 75
DocumentDescription 75
Attributes 75
Name 75
Value 75
Triggers 76
CurrentTriggers 76
Trigger 76
Details 76
Enabled 76
EditTrigger 76
Delete 76
ConfigureTriggerDialog 76
StarttheTask 76
Enabled 77
OnaSchedule 77
RunEvery 77
On 78
RunOnlyBetween 78

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Contents
MaxNumberofExecutions 78
Expire 78
RunEvery 78
MaxNumberofExecutions 79
Expire 79
RunEvery 79
On 79
MaxNumberofExecutions 79
Expire 79
Months 80
CheckAll 80
UncheckAll 80
RunOnly 80
MaxNumberofExecutions 81
Expire 81
OnEventfromAnotherTask 81
OnanExternalEvent 81
OnMultipleEventsCompleted 82
ExternalEvent 82
Event 82
Task 82
TaskDependencies 82
Task 82
Delete 83
TaskExecutionOptions 83
NumberofTries 83
TimeoutinMinutes 83
SearchFunctions 83
Server 83
ServerObjects 84
AllowCreationofServerObjects 84
Availability 85
AccessPoint 85
DownloadDocument 85
UserType 85
AddUsersandGroups 86
PrintandExporttoExcel 86
UserType 86
AddUsersandGroups 87
SessionCollaboration 87
Performance 87
Sessions 88
DocumentControl 88
Customize 88
Customize 89

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Contents
4.3UserDocuments 89
SearchDocument 90
ConfigureDocumentSettings 90
Server 90
ServerObjects 90
AllowCreationofServerObjects 90
Objects 91
Availability 92
AccessPoint 92
DownloadDocument 92
UserType 93
AddUsersandGroups 93
PrintandExporttoExcel 94
UserType 94
AddUsersandGroups 94
SessionCollaboration 95
Performance 95
Sessions 95
DocumentControl 95
Customize 96
Authorization 96
UsersAuthorizedtoAccessDocument 97
Access 97
UserType 97
UsersandGroups 98
DocumentInformation 99
General 99
SelectCategory 99
OrTypeaNewCategory 99
SourceDocument 99
DocumentDescription 99
Attributes 99
Name 100
Value 100
Reload 100
ReloadSchedule 100
Enabled 100
Recurrence 100
Hourly 101
Daily 101
Weekly 101
101
Monthly 101
OnEventfromAnotherTask 101

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Contents
OnanExternalEvent 102
TimeoutSeconds 102
Dependency 102
DataProtection 102
ReloadNow 103
DocumentCALs 103
Summary 103
DocumentCALs 103
NumberofCALsAllocatedtothisDocument 103
AllowDynamicCALAssignment 103
AssignedUsers 103
Name 104
5 Users 106
5.1UserManagement 106
SearchUser 106
ViewandManageUser 106
CALs 106
Functions 107
UserName 107
Type 107
LastUsed(UTC) 107
Expiration(UTC) 107
Source 107
UndoDelete 107
ServerObjects 108
ID 108
ObjectType 108
Shared 108
DocumentName 108
Owner 108
ManageUser 108
UndoDelete 109
NumberofEntries 109
Groups 109
GroupName 109
GroupName 109
Documents 109
UserDocumentName 110
SourceDocumentName 110
Distributions 110
TaskName 110
Match 110
Distributions 110
UserManagementSearchFunctions 111

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Contents
5.2SectionAccessManagement 112
SectionAccessTables 112
SectionAccessTableURL 112
Add 112
Delete 112
ManageSectionAccessTables 112
AllowedUsers... 112
SearchforUsersin 113
EditColumns... 113
TableColumns 114
ImportTableData... 116
Search 116
Add 116
CopyandPaste 116
Delete 116
NumberofEntries 116
6 System 117
6.1Setup 117
ManagementService 117
Summary 118
General 118
Location 118
LoggingLevel 118
Repository 118
ChoiceofRepositoryType 118
SettingsforXMLRepository 119
BackupSettings 119
SettingsforMicrosoftSQLServerRepository 119
Auditing 120
Enabled 120
AuditFiles 120
QlikViewServers 121
Functions 121
Add 121
Edit 121
View 121
General 122
Cluster 122
Delete 123
Folders 123
DocumentFolders 123
RootFolder 123
MountedFolders 123
Delete 124

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Contents
SystemFolders 124
Documents 124
Server 124
Objects 126
Performance 126
ReloadLimits 127
CPU 127
Sessions 127
WorkingSet 128
Document 129
Logging 130
Logging 130
LogFolder 130
EventLogVerbosity 130
SplitFiles 131
Security 131
Authentication 131
Authorization 132
Miscellaneous 132
ClusterLicense 134
FolderAccess 135
ManageSupervisorsandDocumentAdministrators 135
Alerts 136
Address 136
Login 136
ServerLogin 136
DistributionServices 136
Functions 137
Add 137
View 137
Summary 137
General 137
Cluster 137
Delete 138
SettingsforQDS 138
SourceFolders 138
Delete 140
AlertE-mail 140
AlertE-mailRecipients(separatedbysemicolon) 140
E-mailTemplates 140
Attachment(HTML) 140
Attachment(Plain) 141
Notify(HTML) 141
Notify(Plain) 141
Alert(HTML) 141

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Contents
Alert(Plain) 142
Advanced 142
QlikViewEngine 142
SectionAccess 142
ClusterNodeSettings 142
DistributionGroups 143
WorkOrder 143
Login 143
ServerLogin 143
DirectoryServiceConnectors 143
Functions 143
Add 143
View 144
Summary 144
General 144
Cluster 144
Delete 144
LoggingLevel 144
Login 145
ServerLogin 145
DirectoryServiceProviders 145
ActiveDirectory 145
DirectoryService 145
Add 145
Delete 146
CustomDirectory 146
DirectoryService 147
Add 147
Delete 147
Functions 147
CustomUsers 147
Delete 149
CustomUserGroups 149
Delete 150
ConfigurableODBC 150
Groupstable 150
Entitytable 150
DirectoryService 151
Add 151
Delete 153
ConfigurableLDAP 153
DirectoryService 153
Add 153
Delete 155
LocalDirectory 155

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Contents
Add 155
Delete 156
WindowsNT 156
DirectoryService 156
Add 156
Delete 157
QlikViewWebServers 157
Functions 157
Add 157
View 157
Summary 158
General 158
Location 158
LoggingLevel 158
Communication 158
DirectoryServiceConnectors 159
Authentication 159
Authentication 159
Type 159
LoginAddress 160
AccessPoint 160
AccessPointSettings 160
IEPlugin 161
FullBrowser 161
ShowLink 161
ServerConnections 162
RespectBrowsableFlagonMount 162
Add 162
Delete 162
Ajax 162
Paths 162
Delete 163
Advanced 163
Web 163
MIMETypes 163
Delete 163
RootFolders 163
Delete 164
Login 164
ServerLogin 164
RemoteManagementServices 164
Functions 165
Add 165
View 165
Summary 165

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Contents
General 166
Location 166
ImportOptions 166
SourceFolders 166
SourceDocumentFolderMappings 166
QlikViewServers 166
QlikViewServerMappings 167
Login 167
ServerLogin 167
MailServer 167
Location 167
HostName 167
Port 167
Miscellaneous 167
E-mailFormat 167
SMTPServerTimeout 168
FromAddress 168
AuthenticationMethod 168
OverrideE-mail 168
SendAllE-mailsTo 168
SendTestE-mailTo 168
DocumentAdministratorsAuthorizedtoDistributeviaE-mail 168
6.2Licenses 169
Type 169
Name 169
QlikViewPublisher 169
QlikViewPublisherLicense 170
SerialandControl 170
OwnerInformation 170
RegisterLicense 170
QlikViewServer 170
QlikViewServerLicense 171
SerialandControl 171
OwnerInformation 171
RegisterLicense 171
ClientAccessLicenses 172
General 172
Refresh 172
IdentifyUserby 172
AllowLicenseLease 172
AllowDynamicCALAssignment 173
AssignedCALs 173
Refresh 173
AssignUsers 173

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Contents
Name 174
LastUsed(UTC) 174
QuarantinedUntil(UTC) 174
Restore 174
Delete 174
History 175
Refresh 175
User 175
MachineID 175
Time(UTC) 175
Limitations 175
Refresh 175
6.3About 176
AboutthisQlikViewSystem 176
MoreDetails/LessDetails 176
6.4SupportingTasks 176
ExternalPrograms 177
Functions 177
AddTask 177
ViewStatus 177
EditTask 177
CopyTask 177
PasteTask 177
RunTask 177
AbortTask 177
DeleteTask 178
General 178
Basics 178
Parameters 178
TaskResultHandling 179
Triggers 179
CurrentTriggers 179
ConfigureTriggerDialog 180
Recurrence 180
Startat 180
Once 181
Hourly 181
RunEvery 181
On 181
RunOnlyBetween 181
MaxNumberofExecutions 181
Expire 181
Daily 182
RunEvery 182

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Contents
MaxNumberofExecutions 182
Expire 182
Weekly 182
RunEvery 182
On 182
MaxNumberofExecutions 183
Expire 183
Monthly 183
Months 183
CheckAll 183
UncheckAll 183
RunOnly 184
MaxNumberofExecutions 184
Expire 184
Continuously 184
Starton 184
Completionof 185
Password 185
TimeConstraint 185
RunTaskWhenAlloftheseEventsCompleted 185
ExternalEvent 185
Password 185
TaskCompleted 185
Event 185
Task 185
TaskDependencies 186
DatabaseCommand 186
Functions 186
AddTask 186
ViewStatus 186
EditTask 186
CopyTask 186
PasteTask 187
RunTask 187
AbortTask 187
DeleteTask 187
General 187
Basics 187
Parameters 188
Triggers 188
CurrentTriggers 188
ConfigureTriggerDialog 189
Recurrence 189
Startat 190
Once 190

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Contents
Hourly 190
RunEvery 190
On 190
RunOnlyBetween 191
MaxNumberofExecutions 191
Expire 191
Daily 191
RunEvery 191
MaxNumberofExecutions 191
Expire 191
Weekly 191
RunEvery 191
On 192
MaxNumberofExecutions 192
Expire 192
Monthly 192
Months 192
CheckAll 193
UncheckAll 193
RunOnly 193
MaxNumberofExecutions 193
Expire 193
Continuously 194
Starton 194
Completionof 194
Password 194
TimeConstraint 194
RunTaskWhenAlloftheseEventsCompleted 194
ExternalEvent 194
Password 195
TaskCompleted 195
Event 195
Task 195
TaskDependencies 195
Pause 195
Functions 195
AddTask 195
ViewStatus 195
EditTask 196
CopyTask 196
PasteTask 196
RunTask 196
AbortTask 196
DeleteTask 196
General 196

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Contents
Basics 196
Parameters 197
Triggers 197
CurrentTriggers 197
ConfigureTriggerDialog 198
Recurrence 198
Startat 199
Once 199
Hourly 199
RunEvery 199
On 199
RunOnlyBetween 200
MaxNumberofExecutions 200
Expire 200
Daily 200
RunEvery 200
MaxNumberofExecutions 200
Expire 200
Weekly 200
RunEvery 200
On 201
MaxNumberofExecutions 201
Expire 201
Monthly 201
Months 201
CheckAll 202
UncheckAll 202
RunOnly 202
MaxNumberofExecutions 202
Expire 202
Continuously 203
Starton 203
Completionof 203
Password 203
TimeConstraint 203
RunTaskWhenAlloftheseEventsCompleted 203
ExternalEvent 203
Password 204
TaskCompleted 204
Event 204
Task 204
TaskDependencies 204
QVDCreation 204
Functions 204
AddTask 204

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Contents
ViewStatus 205
EditTask 205
CopyTask 205
PasteTask 205
RunTask 205
AbortTask 205
DeleteTask 205
General 205
Basics 205
Parameters 206
Triggers 207
CurrentTriggers 208
ConfigureTriggerDialog 208
Recurrence 209
Startat 209
Once 209
Hourly 209
RunEvery 209
On 209
RunOnlyBetween 210
MaxNumberofExecutions 210
Expire 210
Daily 210
RunEvery 210
MaxNumberofExecutions 210
Expire 210
Weekly 211
RunEvery 211
On 211
MaxNumberofExecutions 211
Expire 211
Monthly 211
Months 211
CheckAll 212
UncheckAll 212
RunOnly 212
MaxNumberofExecutions 213
Expire 213
Continuously 213
Starton 213
Completionof 213
Password 213
TimeConstraint 214
RunTaskWhenAlloftheseEventsCompleted 214
ExternalEvent 214

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Contents
Password 214
TaskCompleted 214
Event 214
Task 214
TaskDependencies 214

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1 Introduction

1 Introduction
InthisguideyouwillfindinformationonhowtoconfigureandmanageaQlikViewsiteusingtheQlikView
ManagementConsole(QMC).

TheQMCgivesaccesstotheQlikViewServer(QVS)andtheQlikViewPublisher(QVP)modulesettings.It
alsosupportsthecontrolofmultipleinstancesoftheQVSandmultiplePublisherexecutioninstances,froma
singlemanagementconsole,bymeansofanintegratedtreeviewcontrol.

TheQMCuserinterfaceisprimarilybuiltupoftabs,containingpages,treeviews,folders,panes,and
dialogs.

1.1 Status
TheStatussectioncoversinformationabouttasksthatcanbescheduled,andalsoinformationaboutthe
differentQlikViewservicesinWindows.YoualsofindinformationaboutQlikViewServerstatistics.

1.2 Documents
TheDocumentssectionincludesinformationaboutsourcedocuments,assignedtasksanduserdocuments.

1.3 Users
IntheUserssection,youwillfinddetailsonusermanagementandinformationaboutmanagingsection
access.

1.4 System
TheSystemsectioncoverssetup,licensing,andsupportingtasks.Additionally,youwillfinddetailsonhow
computerinformationandservicesarepresentedinWindows.

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2 QlikView Publisher Document Administrators

2 QlikViewPublisherDocumentAdministrators
TheQlikViewPublisher(QVP)allowsdelegationoftaskcreationandtaskmanagementtonon-QlikView
Administrators,thatis,usersthatarenotwithintheQlikViewAdministratorWindowsgroup.Theselimited
users,theQlikView Publisher Document Administrators,Document Administratorsin
short,areusefulwhenmultipleadministratorsareworkingwiththeQVP.Thismight,forexample,be
applicableinalargeenterprisedeploymentwithasharedinfrastructure.

This feature requires a QlikView Publisher (QVP) license key.

IntheQlikViewManagementConsole(QMC),userscanbeassignedpermissiontothesourcedocument
foldersoftheQlikViewDistributionService(QDS).IntheQlikViewServer(QVS)settings,userscanbe
assignedtoeithertheentireQVS,ortospecificmountedfoldersthatDocumentAdministratorsshouldbe
allowedtoworkwith.DocumentAdministratorsthatareloggedintotheQMCareonlyallowedtocreateand
modifytasksonthesourcedocumentsinthesefolders,andtheycannotamendanysystemsettingsorCAL
allocationsintheQMC.AQlikViewAdministratorcanalsocontrolifthetriggersonthetasksworkedwithby
theDocumentAdministratorareenabledordisabledbydefault.

The System tab is unavailable for Document Administrators and Supervisors. This means that
they cannot access supporting tasks.

PermissionsonthefoldersoftheQVSaregivenontheFolderAccesstab.

Permissionsonthesourcedocuments,aregivenontheGeneraltab,wherealsothestatusoftriggerscreated
bytheDocumentAdministratorcanbeset.

AfterhavingconfiguredaDocumentAdministrator,andusedthatusertologintotheQMC,arestricted
versionoftheQMCwillbepresented.TheDocumentAdministratorisonlyallowedtoworkwiththesource
documentsthatthisuserhaspermissionson.

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3 Status

3 Status
TheStatustabcontainsthefollowingpages:

l Tasks,wheretaskscanbeedited,started,andstopped.
l Services,whereQlikViewserviceshostedinWindowscanbesupervised.
l QVSStatistics,wheredatafortheQlikViewServercanbeviewed.

3.1 Tasks
OntheTaskspage,alltasksarepresentedandcanbeedited,started,andstopped.

Functions
SearchTask
Enterthedesiredsearchterm(s)inthistextbox,tofindtasks,andclickontheSearchicon, .

FilterandSort
Thelisteditemscanbefilteredinvariousways.AblackFilter by...icon, ,onacolumnindicates

thatafilterisnotusedonthatcolumn.AblueFilter by...icon, ,onacolumnindicatesthatafilter


isusedonthatcolumn.Formoreinformationabouttherespectivecolumnfilters,seethedescriptionofeach
columnheader.

Thesortfunctionisonlyavailablewhenusingafilter.Eachclickonasorticon, or ,inacolumn,orona
columnname,togglesbetweenascendinganddescendingsortorder.Onlyonecolumnatatimecanbeused
forsorting;theactivecolumnhavingarevealedsorticon.Bydefault,thelistissortedontheNamecolumn.

Name
Thetasksarepresentedalphabeticallyinatreeview,inasortorderdependingonthenamesoftheQlikView
Serversandtaskcategories.IfnocategorywassetintheSelect Categoryfieldwhenataskwas
configured,thetaskispresentedintheDefaultfolder.

Tofilterbycategory,clickontheFilter by Categoryicon, ,inthiscolumn,andselect/deselectthe


desiredcriteriainthedialog,byticking/untickingthecheckboxes.Toreset(thatis,notuse)thefilter,
deselectallcriteriabyclickingontheClear Filterbutton.Toconfirmanychangeinthedialog,clickon
theOKbutton.

Status
Thecurrentstatusofeachtaskisindicatedbyoneofthefollowingalternatives:

l Waiting
l Warning

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3 Status

l Failed
l Running
l Aborting
l Queued
l Unrunnable

Tofilterbystatus,clickontheFilter by Statusicon, ,inthiscolumn,andselect/deselectthe


desiredcriteriainthedialog,byticking/untickingthecheckboxes.Toreset(thatis,notuse)thefilter,
deselectallcriteriabyclickingontheClear Filterbutton.Toconfirmanychangeinthedialog,clickon
theOKbutton.

Theavailableoptionsarethestatusindicators,butinalphabeticalascendingorder.

PublisherGroup
Thegroupofmachinesassociatedwitheachtask

Tofilterbystatus,clickontheFilter by Publisher Groupicon, ,inthiscolumn,and


select/deselectthedesiredcriteriainthedialog,byticking/untickingthecheckboxes.Toreset(thatis,not
use)thefilter,deselectallcriteriabyclickingontheClear Filterbutton.Toconfirmanychangeinthe
dialog,clickontheOKbutton.

LastExecution
Thetimestampforthelaststartattemptofthetask.

Tofilterbylastexecution,clickontheFilter by Last Executionicon, ,inthiscolumn,and


select/deselectthedesiredcriteriainthedialog,byticking/untickingthecheckboxes,selectingoptions,and
enteringdateswhereapplicable.Toreset(thatis,notuse)thefilter,deselectallcriteria,includingentered
dates,byclickingontheClear Filterbutton.Toconfirmanychangeinthedialog,clickontheOK
button.

Thefollowingoptionsareavailable:

l Period,whereonecriterioncanbeselected,only:
l Last Hour,thatis,withinthepresenthouruptothecurrenttime,forexample,ifthecurrent
timeis09:12,therangeisfrom09:00to09:12.
l Earlier Today,thatis,withinthepresentdayuptothecurrenttime,forexample,ifthe
currenttimeis09:12,therangeisfrom00:00to09:12.
l Earlier This Week,thatis,withinthepresentweek,forexample,ifthecurrenttimeis
09:12onaWednesday,therangeisfromMonday00:00toWednesday09:12.
l From... - To...,whereanemptyfieldmeans'nolimit',andthedatesareselectedinthe
DatePickerdialog.
l Never,meaningthattasksthathaveneverbeenexecutedarepresented,only.

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3 Status

Started/Scheduled
Thetimestampforwhenthetaskwaslaststarted,manuallyorscheduled,orthetimeforwhenthetaskis
scheduledtobestarted.Tofilterbystarted/scheduled,clickontheFilter by Started/Scheduled

icon, ,inthiscolumn,andselect/deselectthedesiredcriteriainthedialog,byticking/untickingthecheck
boxes,selectingoptions,andenteringdateswhereapplicable.Toreset(thatis,notuse)thefilter,deselect
allcriteria,includingentereddates,byclickingontheClear Filterbutton.Toconfirmanychangeinthe
dialog,clickontheOKbutton.

Thefollowingoptionsareavailable:

l Period,whereonecriterioncanbeselected,only(On a Schedule):
l This Hour,thatis,withinthepresenthour,forexample,ifthecurrenttimeis09:12,the
rangeisfrom09:00to09:59.
l Today,thatis,withinthepresentday,meaningthattherangeisfrom00:00to23:59.
l This Week,thatis,withinthepresentweek,meaningthattherangeisfromMonday00:00to
Sunday23:59.
l From... - To...,whereanemptyfieldmeans'nolimit',andthedatesareselectedinthe
DatePickerdialog.
l On Event from Another Task.
l On External Event.
l On Multiple Events(On Multiple Events Completed).
l Not Scheduled,meaningthattasksthathavenotbeenscheduledarepresented,only.

EditTask
Toconfigurethetask,clickontheEdit this Taskicon, .

RunTask
Torunatask,clickontheRun this Taskicon, .

StopTask
Tostoparunningtask,clickontheAbort this Taskicon, .Thisremovesthetaskfromthequeue.

ShowTaskDetails
Toviewthefollowingtaskdetailsandlog,clickontheShow Task Detailslink:

l Task Details,presentingthefollowing:
l Configuration Summary,includingRecipientsandTriggers.
l Details,includingthedetailsofthetaskandtheexecutionofit;Name,Category,
Distribution Service,Type,Document,Status,Last Execution,

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3 Status

Started/Scheduled,andAverage Duration of Successful Executions.


Ataskwithamultipleeventtriggerlistsalleventsthatmustbecompleted.
l Task History,presentingthefollowing:
l Execution Started,presentingthetimethetaskwaslaststarted.
l Status,presentingthepresentstatusofthetask;SucceededorFailed.
l Duration,presentingtheperiodoftimeduringwhichthetaskhasbeenexecuted.
l Log,presentingthelogsofthelatesttaskexecutions.

HideTaskDetails
Tohidethetaskdetailsandlog,clickontheHide Task Detailslink.

RefreshOptions
Toenableaperiodicandautomaticupdateofthelistintheleftpane,ticktheAutomatic Refresh of
Task Listcheckbox.Todisabletheautomaticupdate,untickthischeckbox.Toupdatethelistmanually,
clicktheRefreshicon, ,whichisonlyavailablewhentheautomaticupdateisdisabled.

Inordertomakeachangeoftherefreshstatepersistent,cookiesmustbeallowedinthebrowser.

QlikViewDistributionServicemachinestatus
WhenaQDSmachineisdown,anorangestatusbarisdisplayedatthetopofthepage.Thestatusbar
providesthenameoftheQDSmachinethatisdown.Thestatusofthetasksthatarebeingrunbythis
machineissettoUnrunnableandablackskullicon isdisplayed.

3.2 Services
OntheServicespage,anoverviewofthestatusesofthevariousWindowsservicesispresented.Youcan
alsoshutdowntheQlikViewDistributionService(QDS)fromhere.

See:Shutting down a QlikView Distribution Service (page 29)

Thestatusesoftheservicesareautomaticallyrefreshed.

ServiceName
WhenrunningaQlikViewServerwithaQlikViewPublisher(QVP)license,thefollowingserviceswillbe
presented:

l QlikView Management Service (QMS)


l QlikView Directory Service Connector (DSC)
l QlikView Distribution Service (QDS)
l QlikView Server (QVS)
l QlikView Web Server (QVWS)

WhenrunningaQlikViewServerwithoutaQVPlicense,thefollowingserviceswillbepresented:

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3 Status

l QlikView Management Service (QMS)]


l QlikView Directory Service Connector (DSC)
l QlikView ReloadEngine(notaservice)
l QlikView Server (QVS)
l QlikView Web Server (QVWS)

Toviewthestatusofaserviceintherightpane,Messages,clickontheserviceintheleftpane.

RunningOn
Presentingthehostingservername,onwhichtheserviceisrunning.Ifaserviceisrunningonmultiple
servers,thenumberofserversispresented.

Status
Thecurrentstatusoftheservice.Thepossiblestatusesarethefollowing:

l Running
l Disconnected
l <Number of servers running> of <total number of servers in cluster>
running,ifoneormoreserversintheclusteraredown(butnotall).
l Invalid Setup,ifmultipleinstancesoftheQlikViewManagementServicearerunning.

ShowAlert
Toenablethealertfunctionforaservice,presentingifthestatusis'Disconnected',thatis,indicatingthatthe
serviceisdown,intheareajustabovetherightpane,tickthischeckbox.Todisablethealertfunction,untick
thischeckbox.

Information
Servicestatusmessages
ClickonaserviceunderService Nametoviewanystatusmessagesforthatservice.Themessagewillbe
displayed,andunderneath,thenameoftheservicefollowedbythestatus.

Example 1:

The service is running without any reported problems.

[service_name]: Running

Example 2:

All services in the cluster are running without any reported problems.

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ShuttingdownaQlikViewDistributionService
TheQMCprovidesamethodforshuttingdowntheQlikViewDistributionService(QDS),inacontrolledway,
so-calledgracefulshutdown.ThisshutsdowntheQDSservice,sothatmaintenancecanbecarriedout,for
example.

ForgracefulshutdownoftheQDS,aswitchbuttoniconisprovidedintheservicestatusmessagefora
QDSservice.Whenyouclicktheswitchbutton,duringapre-configuredgraceperiod,anytasksrunninginthe
QDSareallowedtocomplete.Ifataskisnotcompletedduringthegraceperiod,itisstopped.Duringthis
graceperiod,nonewtaskscanbestartedonthatQDSservice.

Dothefollowing:

1. UnderService Name,clicktheQDSserviceyouwanttoshutdown.
Youmighthavetoexpandthetreebrowserofservicesifyouareusingclusteredservers.
2. IntheInformationarea,clicktheswitchbuttonicon.
3. ConfirmthatyouwanttoshutdowntheQDSservice.
GracefulshutdownoftheQDSisstarted.Anytasksnotcompletedduringthegracetimewillbe
stopped.Thedefaultgraceperiodis30minutes.

ToconfigurethegraceperiodforgracefulshutdownoftheQDS,changethevalueofthefollowingkeyinthe
QVDistributionService.exe.configfile:ServiceStopGracetimeInSeconds.

3.3 QVSStatistics
OntheStatisticspage,thelivestatisticsonalloftheQlikViewServersthataremanagedbythe
QlikViewManagementConsole(QMC)arepresented,sortedonthefollowingtabs:

l OpenDocuments,wherebasicinformationaboutopendocumentsispresented.
l ActiveUsers,whereusersandthenumberofdocumentstheyarecurrentlykeepingopenare
presented.
l Performance,wheretheQlikViewServer(QVS)systemperformanceparametersarepresented.
l DocumentsandUsers,whereopendocumentsandtheuserscurrentlyusingthemarepresented.

OpenDocuments
OntheOpen Documentstab,thepathsto,andthenumberofsessionstowards,anyopendocumentare
presented.

Path
Thepathandfilenameoftheopendocument,relativetotherootoftheserver.

Example:

mydirectory/myfile.qvw

Sessions
Thenumberofsessionstowardstheopendocument.

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ActiveUsers
OntheActive Userstab,theusersandthenumberofdocumentstheyarecurrentlykeepingopenare
presented.

Name
Thedomainandnameoftheuser(s).

Example:

COMPANY\user

NumberofDocuments
Thenumberofopendocuments.

Performance
OnthePerformancetab,thefollowingQlikViewServersystemperformanceparameters(Name),andtheir
values(Value),arepresented:

Name Value

ExeType TypeofQlikViewServerbuild.

ExeVersion FullversionnumberofQlikViewServer.

Timestamp Dateandtimewhenlogentrywascreated.

DocSessions Totalnumberofdocumentsessions(oneuser+one
document=onedocumentsession)thatexistattheendof
theinterval.

AnonymousDocSessions Totalnumberofdocumentsessions(oneuser+one
document=onedocumentsession)withanonymoususer
thatexistattheendoftheinterval.

TunneledDocSessions Totalnumberofdocumentsessions(oneuser+one
document=onedocumentsession)withtunneledconnection
thatexistattheendoftheinterval.

DocSessionStartsSinceMidnight Totalnumberofdocumentsessions(oneuser+one
document=onedocumentsession)startedsincemidnight
(serverlocaltime).

RefDocs Numberofdocumentsloadedattheendoftheintervalfor
whichthereisasessionattheendoftheinterval.

LoadedDocs Totalnumberofdocumentsloadedattheendoftheinterval.

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Name Value

IpAddrs TotalnumberofdistinctIPaddressesconnectedattheendof
theinterval.Notethattunneledsessionsandmultipleusers
originatingfromthesameIPaddresscannotbe
distinguished.

Users TotalnumberofdistinctNTusersconnectedattheendofthe
interval.Notethatanonymoususerscannotbedistinguished
here.

CPULoad AverageCPUloadfromQlikViewServerduringinterval.

VMCommitted SizeinMBofvirtualmemoryactuallyusedbyQlikView
Serverattheendoftheinterval.Thisnumberispartof
VMAllocated(MB)andshouldnotexceedthesizeofthe
physicalmemoryinordertoavoidunacceptableresponse
times.

VMAllocated SizeinMBofvirtualmemoryallocatedbyQlikViewServerat
theendoftheinterval(VMAllocated(MB)+VMFree(MB)=
totalmaximumvirtualmemoryspaceavailabletothe
QlikViewServerprocess).

VMFree SizeinMBofunallocatedvirtualmemoryavailableto
QlikViewServer(VMAllocated(MB)+VMFree(MB)=total
maximumvirtualmemoryspaceavailabletotheQlikView
Serverprocess).

VMLargestFreeBlock SizeinMBofthelargestcontiguousblockofunallocated
virtualmemoryavailabletoQlikViewServer.Thisnumberis
partofVMFree.

UsageCalBalance TheamountofuserCALsavailable'-1.00'denotesthatusage
CALsisnotused.

TimeZoneBias Timeoffset(inminutes)comparedtoGMT.

GBytesOfRamConfigured MinimumamountofRAM(inGBytes)configuredfor(and
allocatedto)QlikViewServer.

NumberOfCores Numberofcoresusedbytheserver.

RecentCpuPercent CPUloadduringtheinterval.

RecentRamOverload RAMusageoutsideconfiguredlimits.

OffDuty IndicatesiftheQVSisoffduty,whichmeansthatitis
reachablefromtheQMC,butnotoperational.Thereasonfor
theQVStobeoffdutycanbethatthetimelimitspecifiedin
theLicenseEnablerFile(LEF)hasbeenreached.

Unlicensed IndicatesiftheQVSlicensehasexpired.

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Name Value

EntryType Typeofentry,where'Serverstarting'denotesstartup,
'Normal'denotesnormalintervallogentry,and'Server
shuttingdown'denotesshutdown.

ActiveDocSessions Numberofdocumentsessions(oneuser+onedocument=
onedocumentsession)thathaveshownactivityduringthe
intervalandstillexistattheendoftheinterval.

ActiveAnonymousDocSessions Numberofdocumentsessions(oneuser+onedocument=
onedocumentsession)withanonymoususerthathave
shownactivityduringtheintervalandstillexistattheendof
theinterval.

ActiveTunneledDocSessions Numberofdocumentsessions(oneuser+onedocument=
onedocumentsession)withtunneledconnectionthathave
shownactivityduringtheintervalandstillexistattheendof
theinterval.

DocSessionStarts Numberofdocumentsessions(oneuser+onedocument=
onedocumentsession)thathavebeeninitiatedduringthe
interval.

ActiveDocs Numberofdocumentsloadedattheendoftheintervalin
whichtherehasbeenuseractivityduringtheinterval.

DocLoads Numberofnewdocumentsloadedduringtheinterval.

DocLoadFails Numberofdocumentsthathavefailedtoloadduringthe
interval.

Calls TotalnumberofcallstoQlikViewServerduringinterval.

Selections Numberofselectioncallsduringinterval.

ActiveIpAddrs NumberofdistinctIP-addressesthathavebeenactiveduring
theintervalandstillexistattheendoftheinterval.Notethat
tunneledsessionsandmultipleusersoriginatingfromthe
sameIPcannotbedistinguished.

ActiveUsers NumberofdistinctNTusersthathavebeenactiveduringthe
intervalandstillexistattheendoftheinterval.Notethat
anonymoususerscannotbedistinguishedhere.

DocumentsandUsers
OntheDocuments and Userstab,theopendocumentsandtheuser(s)currentlyusingthemare
presented.

Document
Thefilenameoftheopendocument.

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Example:

EXTENSION EXAMPLES.QVW

User
Thedomainandnameoftheuser(s).

Example:

COMPANY\user

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4 Documents
TheDocumentstabcontainsthefollowingpages:

l SourceDocuments

This page is only available if a valid QlikView Publisher (QVP) license was installed.

l UserDocuments

Onthesepages,thesource documentsandtheuser documentscanbemanaged.

4.1 QlikViewDocumentTypesandFunctions
Each'document'mentionedintheQlikViewManagementConsole(QMC)environmentassumesa'QlikView
document',thatis,afilewiththeextension.qvw,whichcanbeopenedbyaQlikViewServer(QVS),and
whichcanbeofoneofthefollowingstates:

l Document
l Source document
l User document

AsourcedocumentismanagedbyaQlikViewPublisher(QVP),thatis,aQlikViewDistributionService
(QDS),whilstauserdocumentismanagedbyaQVS.Adocumentisnotmanaged,butisstillaQlikView
document,andassoonasitismanagedbyeitheraQDSoraQVS,itisreferredtoasasourcedocumentor
auserdocument,respectively.

AuserdocumentcanbecreatedfromasourcedocumentmanagedbyaQDS,byusingthereducefunction,
andbyusingthedistributefunction,toletaQVSmanagetheuserdocument.Auserdocumentcanalsobe
createdbyusingtheQlikViewDesktop,andstoredinaQVSfolder.AuserdocumentdistributedbyaQDS
willnotincludeanyscript.

Asourcedocumentincludesonescript.Thecontentsofasourcedocumentalwaysoverrulesthecontentsin
auserdocumentthatiscreatedfromthesourcedocument.Thismeansthatanychangeinthesource
documentwilloverwritebothdataandmetadataintheuserdocument,forexample,whenataskis
executed.Thiscanbeavoidedbyusingdifferentuserdocumentnames,usingadocumentnametemplate.

Adocumentisasourcedocumentthatisdistributedtoane-mailrecipientortoafolderoutsideoftheQVS
andQDSenvironment,thatis,thedocumentisnotmanaged.

Userscanaccessuserdocumentsviaafront-end,thatis,aQlikViewAccessPoint,whilstadministratorscan
accesssourcedocumentsviaaback-end,thatis,aQDS.

Asourcedocumentcontainsthescriptandalayout.Whenthescriptisexecutedatreload,auserdocument
iscreated.Sourcedocuments,includingthescriptandthelayout,arecreatedbyQlikViewDevelopers.

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4.2 SourceDocuments

This page is only available if a valid QlikView Publisher (QVP) license was installed.

OntheSource Documentspage,allsourcedocuments,andalltheassignedtasks,arelistedinatree
viewintheleftpane.Thetasksaresortedunderthesourcedocumenttowhichtheybelong.Ifasource
documentforsomereasonisunavailable,thetasksbelongingtothesourcedocumentareflaggedas
orphansandstoredinthe<Orphans>folder,whichmeansthatthetasksneverrun.Ifthemissingsource
documentisre-introduced,theorphantasksbecomeregulartasksagain.

Toviewormanagethesettingsofataskassignedtoadocument,intherightpane,clickonthedocumentor
taskinthetreeview.

Taskchains,whereonetasktriggersanothertask,canbecreated.Forexample,'Document1'canbe
configuredtobereloadedeveryhour,and'Document2'canbeconfiguredtobedistributedwhenthereload
of'Document1'hasbeenexecutedsuccessfully,only.Furthermore,'Document3',canbeconfiguredtobe
distributedwhenthedistributionof'Document2'hasbeenexecutedsuccessfully,only,andsoon.

If a trigger for any of the tasks in the chain is disabled, the chain will be broken. If any of the
tasks in the chain is disabled, the chain will continue, but the disabled task(s) will simply not
execute.

Functions
SearchDocument,Task,orTemplate
Enterthedesiredsearchterm(s)inthistextbox,tofinddocuments,tasks,ortemplates,andclickonthe

Searchicon, .

Filter
Thedocumentandtasklistcanbefiltered.AblackFilter by Documents With or Without Task

icon, ,ontheNamecolumnindicatesthatafilterisnotusedonthatcolumn.AblueFilter Seticon,

,ontheNamecolumnindicatesthatafilterisusedonthatcolumn.Tofilterdocumentswithorwithout

assignedtasks,clickontheFilter by Documents With or Without Tasksicon, ,inthe


Namecolumn,andselectthedesiredcriteriainthedialog,byticking/untickingthecheckboxes.Toreset(that
is,notuse)thefilter,deselectallcriteriabyclickingontheClear Filterbutton.Toconfirmanychangein
thedialog,clickontheOKbutton.

Thefollowingoptionsareavailable:

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4 Documents

l Document With Tasks


l Document Without Tasks

ViewStatus
Tooverviewthetasksforadocument,intherightpane,clickonthedocumentinthetreeview.Thepossible
statusindicatoriconsarethefollowing:

l ,indicatingthatthetaskisrunning.

l ,indicatingthatawarninghasoccurredforthetask.

l ,indicatingthattheexecutionofthetaskhasfailed.

Thestatusesofthetasksareautomaticallyrefreshed.

AddTask
Toaddatask,clickontheAdd Task Manuallyicon, ,intheupperrightcorneroftherightpane,or

clickontheAdd Task...icon, ,andselectoneofthefollowingoptionsinthedrop-downlist:

l Add Task Manually,meaningthatataskiscreated,andthesettingshavetobeconfiguredon


eachofthetabsbelongingtothetask.
l Add Task Using Wizard,meaningthatataskiscreatedbygoingthroughabasicsubsetofthe
configurationsettings,whicharepresentedinawizardguide.
l Add Task Using Template,meaningthatataskiscreated,usingthesettingsfromatemplate.

EditTask
Toconfigureatask,clickontheEdit Taskicon, ,orclickonthetaskinthetreeview.Intherightpane,
thefollowingtabsarepresented:

l General
l Reload
l Reduce
l Distribute
l DocumentInformation
l Triggers
l Server

Clickoneachtablabelformoreinformation.

ContextMenu
Toviewthetaskcontextmenu,fromwhichthetaskcanbemanaged,right-clickonthetaskinthetreeview.It
ispossibletomulti-selecttasks(usingthecontrol+clickkeys)andmanagethembatch-wise.

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4 Documents

CopyTask
Tocopyatask,clickontheCopy this task to clipboardicon, ,orright-clickonthetaskinthe
treeviewandchooseCopy.

PasteTask
Pastingataskintoadocumentwillcreateanewtask.Topasteacopiedtasktoaspecificdocument,either

clickon(highlight)thedocumentandclickonthePaste Taskicon, ,intherightpane(totheleftofthe


Add Taskicon, ),orright-clickonthedocumentandchoosePaste.

Pastingataskintoanexistingtaskwillmergethetasks,overwritingthesettingsofthedestinationtask.To
mergeacopiedtaskwithanothertask,eitherclickon(highlight)thedocument,inwhichthedestinationtask

resides,inthetreeview,andclickonthePaste Special...iconofthattask, ,intherightpane


(undertheDelete this taskicon, ),orclickon(highlight)thedestinationtaskinthetreeview,and
right-clickonPaste Special....Choosewhichparts(components)ofthetasktobepasted(duplicated
ormerged)intothedestinationtaskandclickontheOKbutton.Thepartsofatasktobechosencorrespond
toeachofthetabs.

Acopiedtaskcanbemergedwithseveraltaskssimultaneouslybymulti-selectingthedesireddestination
tasksinthetreeview.

ImportTask
Toimportataskfromanotherinstallation,right-clickonadocumentandchooseImport Task.Thiswill
bringuptheremotesystem.Choosethetasktobeimported.Ifthereisataskwiththesamenameinthe
documentalready,anewnamewillbegenerated.

Toimportalltasksfromaremotesystem,right-clickontheDistribution Serviceandchoose
Import Tasks,whichopenstheImportdialog.ChoosetheDistribution Servicefromthe
remotesystemtobeimported.

RunTask
Tostartatask,clickontheRun this taskicon, .

AbortTask
Tostopatask,clickontheAbort this taskicon, .

DeleteTask
Toentirelyremoveatask,eitherclickon(highlight)thedocument,inwhichthetaskresides,inthetreeview,
andclickontheDelete this Taskiconofthattask, ,intherightpane,orclickon(highlight)thetask
inthetreeview,andright-clickonDelete.

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Templates
IntheTemplatesfolder,awayofcreating,storing,andusingtemplatesforcreatingnew tasks,and
assigningthemtosource documents,isprovided.Templatesdonotincludeanydocumentspecific
settings,thatis,thefollowingfunctionsarenotapplicable:

l Reduce
l LoopandDistribute
l PDFReportfromSourceDocument

Thismeansthatdocumentspecificinformationisnotincluded,whencopyingataskandpastingitintoanew
orexistingtemplate.Also,templatescannotbeexecuted.

Atemplateisnotassignedtoanysourcedocument.Atemplatethatiscopiedtoasourcedocumentwill
becomeatask.Anotherwayofaddingatask,usingatemplate,istoselecttheAdd Task Using
Templateoption.

Functions
SearchDocument,Task,orTemplate
Enterthedesiredsearchterm(s)inthistextbox,tofinddocuments,tasks,ortemplates,andclickonthe

Searchicon, .

View
Tooverviewallofthetemplates,intherightpane,clickontheTemplatesfolderinthetreeview.

AddTemplate
Toaddatemplate,clickontheAdd Templateicon, ,intheupperrightcorneroftherightpane.A
templateiscreated,andthesettingshavetobeconfiguredoneachofthetabsbelongingtothetemplate.

EditTemplate
Toconfigureatemplate,clickontheEdit Templateicon, ,orclickonthetemplateinthetreeview.In
therightpane,thefollowingtabsarepresented:

l General
l Reload
l Distribute
l DocumentInformation
l Triggers
l Server

Clickoneachtablabelformoreinformation.

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4 Documents

These tabs present the settings of a task, but they still just make up a template that cannot be
executed itself. To use the settings, an executable task must be created in a document.

ContextMenu
Toviewthecontextmenuofatemplate,fromwhichitcanbemanaged,right-clickonthetemplateinthetree
view.

Copy Template

Tocopyatemplate,clickontheCopy this Template to Clipboardicon, ,orright-clickonthe


templateinthetreeviewandchooseCopy.

Paste Template
Pastingatemplateintothetemplatefolderwillcreateanewtemplate.Topasteacopiedtemplatetothe

templatefolder,eitherclickon(highlight)thetemplatefolderandclickonthePaste Templateicon, ,
intherightpane(totheleftoftheAdd Templateicon, ),orright-clickonthetemplatefolderandchoose
Paste.

Pastingatemplateintoanexistingtemplatewillmergethetemplates,overwritingthesettingsofthe
destinationtemplate.Tomergeacopiedtemplatewithanothertemplate,eitherclickon(highlight)the
templatefolder,inwhichthedestinationtemplateresides,inthetreeview,andclickonthePaste

Special...iconofthattemplate, ,intherightpane(undertheDelete this templateicon, ),


orclickon(highlight)thedestinationtemplateinthetreeview,andright-clickonPaste Special....
Choosewhichparts(components)ofthetemplatetobepasted(duplicatedormerged)intothedestination
templateandclickontheOKbutton.

Acopiedtemplatecanbemergedwithseveraltemplatessimultaneouslybymulti-selectingthedesired
destinationtemplatesinthetreeview.

Import Template
Toimportatemplatefromanotherinstallation,right-clickonthetemplatefolderandchooseImport
Template.Thiswillbringuptheremotesystem.Choosethetemplatetobeimported.Ifthereisatemplate
withthesamenameinthetemplatefolderalready,anewnamewillbegenerated.

Toimportalltemplatesfromaremotesystem,right-clickontheDistribution Serviceandchoose
Import Templates,whichopenstheImportdialog.ChoosetheDistribution Servicefromthe
remotesystemtobeimported.

DeleteTemplate
Toentirelyremoveatemplate,eitherclickon(highlight)thetemplatefolder,inwhichthetemplateresides,in
thetreeview,andclickontheDelete this Templateiconofthattemplate, ,intherightpane,or
clickon(highlight)thetemplateinthetreeview,andright-clickonDelete.

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Help
Togetcontextsensitivehelpinformation(thisWebHelp),thatis,detailedinformationaboutthecontentsof
thecurrentpage,clickontheHelptextintheupperrightcornerofthepage.

MovementButtons
Ifapplicableandavailable,usethefollowingbuttonstomovebetweenpageswithinthewizard:

l Previous,meaning'gobacktothepreviouswizardguidepage';theconfigurationonthecurrent
wizardguidepagewillbestoreduntilmovingforwardagain,usingtheNextbutton.
l Next,meaning'goaheadtothenextwizardguidepage'.

This button is only available when the current wizard guide page has been configured
with the required data.

l Finish,meaning'finishthiswizard',usingtheconfiguredinformation.

This button is only available when all of the wizard guide pages have been configured.

l Cancelor ,meaning'abortthiswizard',withoutusingorstoringanyconfiguration;notaskwillbe
created.

WizardStartPage
TheWizardprovidesthebasicfunctionalityconfigurationofanew task,involvingdistribution,reduction,
andtriggers.

StartPage
OntheWizardStartpage,thetypeoftaskthatistobeconfiguredforthecurrent documentcanbe
selected.Asubsetoftheconfigurationsettingsforthetaskwillbepresentedonwizardguidepages,
dependingontheanswerstothefollowingquestions:

l Howdoyouwanttoselecttherecipientsofthedistribution?
l Doyouwanttoreducethedocument?

Thetasksettingscanbeconfiguredonthewizardguidepages.Thecombinationsofpossibleanswersresult
inthatthefollowingwizardguidepagesarepresented:

Enter recipients Distribute to recipients based on a field


manually in the document

l General l General
No, distribute the whole l Distribute, l Distribute,LoopFieldinDocument
document Manually l TriggerTask
l TriggerTask

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4 Documents

l General l General
l Reduce l Reduce
Yes, only distribute parts of
l Distribute, l Distribute,LoopFieldinDocument
the document
Manually l TriggerTask
l TriggerTask

Help
Togetcontextsensitivehelpinformation(thisWebHelp),thatis,detailedinformationaboutthecontentsof
thecurrentpage,clickontheHelptextintheupperrightcornerofthepage.

MovementButtons
Ifapplicableandavailable,usethefollowingbuttonstomovebetweenpageswithinthewizard:

l Previous,meaning'gobacktothepreviouswizardguidepage';theconfigurationonthecurrent
wizardguidepagewillbestoreduntilmovingforwardagain,usingtheNextbutton.
l Next,meaning'goaheadtothenextwizardguidepage'.

This button is only available when the current wizard guide page has been configured
with the required data.

l Finish,meaning'finishthiswizard',usingtheconfiguredinformation.

This button is only available when all of the wizard guide pages have been configured.

l Cancelor ,meaning'abortthiswizard',withoutusingorstoringanyconfiguration;notaskwillbe
created.

General
OntheGeneralwizardguidepage,thenew taskcanbeconfiguredregardingreload,name,category,
andattributes.

General
Perform Reload
Toenablethefunctionthatreloadsthedocumentwhenthetaskisrun,tickthischeckbox.Todisablethe
reloadfunction,untickthischeckbox.

Task Name
Toeditthenameofthetask,enterthepreferrednameinthistextbox.

The Task Name must be unique; if it is not, a suffix number will be added to make it unique, for
example, 'MyTask' will become 'MyTask (2)'.

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4 Documents

Select Category
Toassignacategorytoadocument,selectoneoftheavailablecategories,presentedinthedrop-downlist.

Defaultvalue:Default.

Or Type a New Category


Tocreateacategory,enteradescriptivenameinthistextbox.Thenewcategorywillbeavailableinthe
Select Categorydrop-downlist.ThecategoryispresentedontheQlikViewAccessPoint.

Categories can be reassigned, but cannot be deleted.

Document Description
TocreateadocumentdescriptionthatisdisplayedinDocumentDetailsonQlikViewAccessPoint,entera
descriptioninthistextbox.

Attributes
Metadataattributescanbecreatedandassignedtoadocument.Theseattributesarearbitrarypairsofname
andvalue.Theyarenotsavedinthedocument,butinthemetadataoftheQlikViewServer,utilizingthe
QlikViewServerDocumentMetadataService(DMS)facility.Athird-partyapplicationcanreadandextract
theattributesfromthedatabase,usingtheqvpxprotocol.TheattributesarepresentedontheQlikView
AccessPoint,inwhichtheyareusedtohelpfindingthecorrectdocument.Tocreateanattributeand
assignedvalueentry,tobestoredinthemetafile,clickontheAddicon, ,totherightinthepane,and
configurethefollowingfields:

Name
Toconfigureametadataattributename,enteradescriptivenameinthistextbox.

Value
ToassignavaluetothemetaattributenameintheNamefield,enterthevalueinthistextbox.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

Help
Togetcontextsensitivehelpinformation(thisWebHelp),thatis,detailedinformationaboutthecontentsof
thecurrentpage,clickontheHelptextintheupperrightcornerofthepage.

MovementButtons
Ifapplicableandavailable,usethefollowingbuttonstomovebetweenpageswithinthewizard:

l Previous,meaning'gobacktothepreviouswizardguidepage';theconfigurationonthecurrent
wizardguidepagewillbestoreduntilmovingforwardagain,usingtheNextbutton.
l Next,meaning'goaheadtothenextwizardguidepage'.

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4 Documents

This button is only available when the current wizard guide page has been configured
with the required data.

l Finish,meaning'finishthiswizard',usingtheconfiguredinformation.

This button is only available when all of the wizard guide pages have been configured.

l Cancelor ,meaning'abortthiswizard',withoutusingorstoringanyconfiguration;notaskwillbe
created.

Reduce
OntheReducewizardguidepage,thenew taskcanbeconfiguredhowsplitadocumentintoseveral
reducedcopiesoftheoriginal.

Areduceddocumentcontainsonlythereducedinformation,whileadocumentusingthesectionaccess
functioncontainsallinformation,buthidesandrevealspartsofit.

Reduction based on Section Access may cause unwanted results in the distributed documents
and should be used with caution.

It is mandatory to enter data on this wizard guide page.

ReductionMethod
Reduce by
Selectoneofthefollowingoptions:

l ReducebyFieldValue,meaningthatonereduceddocumentiscreated,byselectingthefieldsand
valuesthatshouldbedistributed.
l ReducebyBookmark,meaningthatonereduceddocumentiscreated,byselectingthebookmarks
thatshouldbedistributed.

Youcanalsocreateseveralseparatedocuments,basedonafieldvalue.

Open Document
Tobeabletousethecontentsofthedocumentforselectingbookmarksorfieldsandfieldvalues,the
documenthastobeopenedbyclickingonthisbutton.

Using this function, that is, clicking the Open Document button or the ... button (if
available), might be time consuming; therefore, it is done as an explicit command.

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4 Documents

ReducebyFieldValue
PresentstheFieldsandValuesthatareavailableinthedocument.

Only the first 1000 entries are included. All data not selected from the boxes will be removed
from the reduced document.

This option is only available if the Reduce by Field Value option was chosen.

Fields
Toselectthefieldsthatshouldbepartofthereduceddocumenttobedistributed,selecttheminthisbox.

Values
Toselectthevaluesthatshouldbepartofthereduceddocumenttobedistributed,selecttheminthisbox.

Selected Fields
Presentstheselectedfields.

Selected Values
Presentstheselectedvalues.

Clear Selection

Toclearallselectedfieldsandvalues,clickontheClear Selectionicon, .

ReducebyBookmark
PresentstheBookmarksthatareavailableinthedocument.

All data not selected from the drop-down list will be removed from the reduced document.

Bookmark
Toselectthebookmarktodistribute,scrolldownthedrop-downlistandselectit.

LoopandReduce
Field
Tocreateseveralseparatedocumentsforeachvalueintheselectedfield,selecttheFieldfromwhichthe
valueistobelooped.

All data not selected from the drop-down list will be removed from the reduced document.

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Help
Togetcontextsensitivehelpinformation(thisWebHelp),thatis,detailedinformationaboutthecontentsof
thecurrentpage,clickontheHelptextintheupperrightcornerofthepage.

MovementButtons
Ifapplicableandavailable,usethefollowingbuttonstomovebetweenpageswithinthewizard:

l Previous,meaning'gobacktothepreviouswizardguidepage';theconfigurationonthecurrent
wizardguidepagewillbestoreduntilmovingforwardagain,usingtheNextbutton.
l Next,meaning'goaheadtothenextwizardguidepage'.

This button is only available when the current wizard guide page has been configured
with the required data.

l Finish,meaning'finishthiswizard',usingtheconfiguredinformation.

This button is only available when all of the wizard guide pages have been configured.

l Cancelor ,meaning'abortthiswizard',withoutusingorstoringanyconfiguration;notaskwillbe
created.

Distribute,Manually
OntheDistribute, Manuallywizardguidepage,thenew taskcanbeconfiguredregardingthe
distributionmethodofthecurrent documentandtheauthorizationofrecipients.

It is mandatory to enter data on this wizard guide page.

DocumentscanbedistributedtoQlikViewServers,directlytousersviae-mail,andtospecificfolders,and
themethodsarethefollowing:

l DistributetoQlikViewServer
l DistributeviaE-mail
l DistributetoFolder

Anycombinationofdistributionmethodsareallowed;0,1only,any2,orall3.

Distribution of a PDF to a QlikView Server is not allowed.

DistributetoQlikViewServer
Toaddaspecificresourceentrytodistributeto,clickontheAddicon, ,totherightinthepane,and
configurethefollowingfields:

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Server
Selectthedesiredserverinthedrop-downlist.

Mount
Selectthedesiredmountinthedrop-downlist,ifapplicable.

User Type
Thetypeofrecipients.

Tomanagetheauthorizationofusersandgroups,selectoneofthefollowingdrop-downlistoptions:

All Users,meaningthatallusersareauthorized(thatis,anonymousaccesstothefileisallowed).

The IQVS account controls file access when anonymous access is allowed. This means that
the IQVS account has to be provided with the correct file access. The account is by default
created as a local account in the QlikView installation. In a clustered environment, the IQVS
account must be created as a domain account, so that all nodes can access it.

All Authenticated Users,meaningthatanyauthenticateduserisauthorized.

Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingforusers
andgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryServiceConnector).

Recipients
IfNamed UserswaschosenintheUser Typefield,dothefollowing:

Tomanageusersandgroups,clickontheManage Usersdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickontheSearch

icon, .

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

l < Delete

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Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectalloftheusersandgroupsfromtheSelected Usersbox,clickonthisbutton.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

DistributeviaE-mail
Tomanagetheauthorizationofe-mailrecipients,dothefollowing:

Tomanageusersandgroups,clickontheManage Usersdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickontheSearch

icon, .

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectalloftheusersandgroupsfromtheSelected Usersbox,clickonthisbutton.

To distribute via email to a group of users, create a distribution group with an email address of
the group itself. When the DSC performs a lookup on the group name, the email address of the
group is returned and the document is distributed to that email address.

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DistributetoFolder
Path
Toselectafoldertodistributeto,clickontheBrowseicon, ,andchoosethefolderintheChoose
Folderdialog.

User Type
Toselectthemethodformanagingusersandgroups,clickononeofthefollowingdrop-downlistoptions:

l All Authenticated Users,meaningthatanyauthenticateduserisauthorized.


l Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingfor
usersandgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryService
Connector).

Add Users and Groups


IfNamed UserswaschosenintheUser Typefield,dothefollowing:

Tomanageusersandgroups,clickontheManage Usersdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickontheSearch

icon, .

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectalloftheusersandgroupsfromtheSelected Usersbox,clickonthisbutton.

Help
Togetcontextsensitivehelpinformation(thisWebHelp),thatis,detailedinformationaboutthecontentsof
thecurrentpage,clickontheHelptextintheupperrightcornerofthepage.

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MovementButtons
Ifapplicableandavailable,usethefollowingbuttonstomovebetweenpageswithinthewizard:

l Previous,meaning'gobacktothepreviouswizardguidepage';theconfigurationonthecurrent
wizardguidepagewillbestoreduntilmovingforwardagain,usingtheNextbutton.
l Next,meaning'goaheadtothenextwizardguidepage'.

This button is only available when the current wizard guide page has been configured
with the required data.

l Finish,meaning'finishthiswizard',usingtheconfiguredinformation.

This button is only available when all of the wizard guide pages have been configured.

l Cancelor ,meaning'abortthiswizard',withoutusingorstoringanyconfiguration;notaskwillbe
created.

Distribute,LoopFieldinDocument
OntheDistribute, Loop Field in Documentwizardguidepage,t henew taskcanbe
configuredtolettheQlikViewPublisher(QVP)distributethecurrent document.

It is mandatory to enter data on this wizard guide page.

TheLoop Field in Documentfunctionprovidesdistributiontousersbasedonthecontentofeachuser.


CombiningtheLoop and ReducefunctionwiththeLoop and Distributefunction,theresultcanbe
thateachusergetsspecificandrelevantinformation,only.

Forexample,onedocumentshouldbedistributedtoallthepeopleemployedinaspecificcountry,andthe
documentshouldbedistributedtotheQlikViewServer,eachdocumentgivenauniquename.Thefollowing
describesasolution:

1. Inthesourcedocument,whichcontainstheinformationthatshouldbedistributed,addanEmployee
fieldcontainingtheusernameofeachemployee,andmakesurethattheyareassociatedtothe
countryoftheuser.
2. SetupBy Field ValueforLoop and ReducetousetheCountryfield.
3. EditthenametemplatetoincludetheCountryfield,%SourceDocumentName%
%DocumentField,Country%.
4. IntheField Containing Recipient Informationdrop-downlist,selecttheEmployee
field.
5. IntheCheck User Identity Ondrop-downlist,selecttheSAMAccountNameoption.
6. IntheTarget Typedrop-downlist,selecttheQlikView Serveroption.

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LoopandDistribute
Open Document
Toopenthedocument,thusenablingtheselectionofafieldthatcontainsinformationabouttherecipients,
clickonthisbutton.

Using this function, that is, clicking the Open Document button or the ... button (if
available), might be time consuming; therefore, it is done as an explicit command.

Field Containing Recipient Information


Selectthefieldthatcontainsthedesiredinformationabouttherecipients,inthedrop-downlist.

Check User Identity On


Selectthedesiredtypeofuseridentitycheck,inthedrop-downlist.Theavailableoptionsarethefollowing
directoryserviceattributes:

l SecurityIdentifier
l DisplayName
l SAMAccountName
l EmailAddress
l UserPrincipalName

TheseattributenamescorrespondtotheattributesintheMicrosoft Active Directory,whichare


describedinthefollowing:

l SecurityIdentifier,auniquevalueofvariablelengthusedtoidentifyauseraccount,group
account,orlogonsessiontowhichanACEapplies.
l DisplayName,thedisplaynameforanobject,whichisusuallythecombinationofthefirstname,
middleinitial,andlastnameofauser.
l SAMAccountName,thelogonnameusedtosupportclientsandserversrunningolderversionsofthe
operatingsystem,suchasWindowsNT4.0,Windows95,Windows98,andLANManager.This
attributehastoconsistoflessthan20characterstosupportolderclients.
l E-mailAddress,thelistofe-mailaddressesforacontact.
l UserPrincipalName,thisattributecontainstheUPN,thatis,anInternet-styleuserloginname,
basedontheInternetstandardRFC822.TheUPNisshorterthanthedistinguishednameandeasier
toremember.Byconvention,thisshouldmaptotheusere-mailname.Thevaluesetforthisattribute
isequaltothelengthoftheIDoftheuserandthedomainname.

IfanotherDirectoryServiceProvider(DSP)isused,theseattributenamescorrespondascloselyaspossible
toattributeswithsimilarfunctions.

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Destination
Target Type
Tochoosethedocumentdistributionmethod,tickoneofthefollowingcheckboxes,andconfigurethe
applicablefields:

If no destination is given, no loop distribution will be done, and no recipients are given, since
they are configured by the loop.

QlikViewServer
TodistributetotheQlikViewServer(QVS),tickthischeckboxandselectthedesiredServerandMountin
thedrop-downlists.

E-mail
Todistributetothee-mailrecipient(s),tickthischeckbox.

Folder
Toselectafoldertodistributeto,clickontheBrowseicon, ,andchoosethefolderintheChoose
Folderdialog.

Help
Togetcontextsensitivehelpinformation(thisWebHelp),thatis,detailedinformationaboutthecontentsof
thecurrentpage,clickontheHelptextintheupperrightcornerofthepage.

MovementButtons
Ifapplicableandavailable,usethefollowingbuttonstomovebetweenpageswithinthewizard:

l Previous,meaning'gobacktothepreviouswizardguidepage';theconfigurationonthecurrent
wizardguidepagewillbestoreduntilmovingforwardagain,usingtheNextbutton.
l Next,meaning'goaheadtothenextwizardguidepage'.

This button is only available when the current wizard guide page has been configured
with the required data.

l Finish,meaning'finishthiswizard',usingtheconfiguredinformation.

This button is only available when all of the wizard guide pages have been configured.

l Cancelor ,meaning'abortthiswizard',withoutusingorstoringanyconfiguration;notaskwillbe
created.

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TriggerTask
OntheTrigger Taskwizardguidepage,thenew taskcanbeconfiguredtobestartedbytriggers.A
taskcanhavemultipletriggers,creatingaworkflowoftasks.

TriggersforRunningthisTask
Eachrowpresentsaseparatetrigger.Thecurrent taskisstartedifanytriggerisreleased(ORoperator).
Ifseveraltriggers(multipleconditions)aretobereleased,beforethecurrent taskisstarted,theOn
Multiple Events Completedfunctionshouldbeused(ANDoperator).

Tocreateatrigger,clickontheAddicon, ,totherightinthepane.

Trigger
Thetypeofthetrigger.Thepossiblevalueisthefollowing:

l Once Trigger
l Task Finished Trigger
l External Event Trigger
l And Trigger

Details
Thetriggerconditionsettings,thatis,asummaryofwhenthetriggerstartsthecurrent task.

Enabled
Thecurrentstatusofthetrigger.Thepossiblevaluesarethefollowing:

l Enabled
l Disabled

Edit Trigger
Toconfigureatrigger,clickontheEdit Triggericon, .

Delete
Toentirelyremoveatrigger,clickontheDeleteicon, .

ConfigureTriggerDialog
Start the Task
Choosethetypeoftrigger,byclickingononeofthefollowingoptionsinthedrop-downlist:

l OnaSchedule
l OnEventfromAnotherTask
l OnanExternalEvent
l OnMultipleEventsCompleted

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Enabled
Toenablethetriggerforexecutionofthetask,tickthischeckbox.Todisablethetrigger,untickthischeck
box.

On a Schedule
WhentheOn a Scheduletriggertypewaschosen,atriggercanbescheduledtostartthecurrent
task.Thefollowingconfigurationoptionsareavailable:

Recurrence
Chooseascheduleforthetriggertostart,byclickingononeofthefollowingoptions:

l Once
l Hourly
l Daily
l Weekly
l Monthly
l Continuously

All time specifications must be in the 24-hour format.

Startat
Enterthedateandtimeoftheinitialtriggerstartinthistextbox,byusingthefollowingformat:yyyy-mm-dd
hh:mm:ss.

Example:

2011-12-31 23:59:59

Once
Nofurthersettingsareavailable.

Hourly
RunEvery
Chooseatimeintervalforthetriggertostart,byenteringthedesirednumberintheHoursandMinutes
textboxes.

Example:

1and10,meaningthatthetriggerwillstartevery70minutes(theexamplenotconsideringotherpossible
limitingsettings).

On
Choosetheday(s)oftheweekforthetriggertostart,bytickinganyofthefollowingcheckboxes:

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l Monday
l Tuesday
l Wednesday
l Thursday
l Friday
l Saturday
l Sunday

If no day was chosen, the trigger runs all days.

RunOnlyBetween
Tolimitthetriggerstartwithinaday,tickthischeckbox.Enterthestarttimeandthestoptime,inbetween
whichtriggerstartisallowed,inthestartandstoptextboxes,byusingthefollowingformat:hh:mm.To
disablethelimitation,untickthischeckbox.

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

2012-12-31 23:59:59

Daily
RunEvery
Chooseatimeintervalforthetriggertostart,byenteringthedesirednumberintheDaytextbox.

Example:

3,meaningthatthetriggerwillstarteverythirdday(theexamplenotconsideringotherpossiblelimiting
settings).

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

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Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

2012-12-31 23:59:59

Weekly
RunEvery
Chooseatimeintervalforthetriggertostart,byenteringthedesirednumberintheWeekstextbox.

Example:

2,meaningthatthetriggerwillstarteverysecondweek(theexamplenotconsideringotherpossiblelimiting
settings).

On
Choosetheday(s)oftheweekforthetriggertostart,bytickinganyofthefollowingcheckboxes:

l Monday
l Tuesday
l Wednesday
l Thursday
l Friday
l Saturday
l Sunday

If no day was chosen, the current day is selected.

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

2012-12-31 23:59:59

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Monthly
Months
Choosethemonth(s)oftheyearforthetriggertostart,bytickinganyofthefollowingcheckboxes:

l January
l February
l March
l April
l May
l June
l July
l August
l September
l October
l November
l December

If no month was chosen, the current month is selected.

CheckAll
Toautomaticallytickallofthemonths,clickonthisbutton.

UncheckAll
Toautomaticallyuntickallofthemonths,clickonthisbutton.

RunOnly
TolimitthetriggerstartwithintheselectedMonths,selectoneofthefollowingoptions:

l Days,andselecttheday(s)ofthemonth(s)forthetriggertostart,bytickinganyofthefollowing
checkboxes:
1,2,3...31,whereeachvaluerepresentsthatdayofthemonth(s)
Last,meaningtheverylastdayofthemonth(s)

If no day was chosen, the trigger will not occur.

l On,andselecttheweekday(s)ofthemonth(s),bytickinganyofthefollowingcheckboxes:

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Order Weekday

First Monday
Second Tuesday
Third Wednesday
Fourth Thursday
Last Friday
Saturday
Sunday

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

2012-12-31 23:59:59

Continuously
Nofurthersettingsareavailable.

On Event from Another Task


WhentheOn Event from Another Tasktriggertypewaschosen,thetriggercanbeconfiguredto
startthecurrent taskontheeventfromanothertask.Thefollowingconfigurationoptionsareavailable:

Starton
Chooseatriggerevent,byclickingononeofthefollowingoptionsinthedrop-downlist:

l Successful,meaningthattheexecutionofthetaskwassuccessful
l Failed,meaningthattheexecutionofthetaskfailed

Completionof
Chooseatriggertask,byclickingononeoftheoptionsinthedrop-downlist.

On an External Event
WhentheOn an External Eventtriggertypewaschosen,thetriggercanbeconfiguredtostartthe
current taskonanexternalevent,thatis,anoutsidecomponent,makingaQlikViewManagement
Service(QMS)APIcall.Thefollowingconfigurationoptionsareavailable:

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Password
Thispasswordisusedtoaccessthetaskandreleasethetrigger.Theexternaleventhastoknowthe
password.Toenableanexternaleventtoreleasethetriggerofthetask,enterapasswordinthistextbox.

On Multiple Events Completed


WhentheOn Multiple Events Completedtriggertypewaschosen,thetriggercanbeconfiguredto
startthecurrent taskwhenothertaskshaveallbeencompletedintheirexecutionwithin a
certain time.Thefollowingconfigurationoptionsareavailable:

TimeConstraint
Chooseatimelimit,withinwhichallofthetaskshavetocompletetheirexecution,byenteringthedesired
numberintheMinutestextbox.

Defaultvalue:360,meaning6hours.

RunTaskWhenAlloftheseEventsCompleted
ExternalEvent
Toaddanexternaleventtothelistoftasksthathavetobecompletedforthetriggertobestarted,tickthis
checkbox.Toentirelyremoveanexternaleventfromthelist,untickthischeckbox.

Password
Thispasswordisusedtoaccessthetaskandreleasethetrigger.Theexternaleventhastoknowthe
password.Toenableanexternaleventtoreleasethetriggerofthetask,enterapasswordinthistextbox.

TaskCompleted
Toaddtasks,andtheeventswithwhichtheyhavetobecompletedforthetriggertobestarted,clickonthe
Addicon, ,totherightinthepane.

Event
Selecttheeventforthetaskinthedrop-downlist.

Task
Selectthecorrespondingtask,forwhichaneventwasselectedintheEventfield,inthedrop-downlist.

Help
Togetcontextsensitivehelpinformation(thisWebHelp),thatis,detailedinformationaboutthecontentsof
thecurrentpage,clickontheHelptextintheupperrightcornerofthepage.

MovementButtons
Ifapplicableandavailable,usethefollowingbuttonstomovebetweenpageswithinthewizard:

l Previous,meaning'gobacktothepreviouswizardguidepage';theconfigurationonthecurrent
wizardguidepagewillbestoreduntilmovingforwardagain,usingtheNextbutton.
l Next,meaning'goaheadtothenextwizardguidepage'.

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This button is only available when the current wizard guide page has been configured
with the required data.

l Finish,meaning'finishthiswizard',usingtheconfiguredinformation.

This button is only available when all of the wizard guide pages have been configured.

l Cancelor ,meaning'abortthiswizard',withoutusingorstoringanyconfiguration;notaskwillbe
created.

General
OntheGeneraltab,thecurrent taskcanbeenabledanddisabled,andthestatusispresented.

Basics
Enabled
Toenablethetask,tickthischeckbox.Todisablethetask,untickthischeckbox.

A disabled task does not perform any work, but it will still run, which means that any task chain
will just skip this task. To completely disable a task, disable all triggers, which means that any
task after this task, in a chain, will not run.

TaskName
Toeditthenameofthetask,enterthepreferrednameinthistextbox.

The Task Name must be unique; if it is not, a suffix number will be added to make it unique, for
example, 'MyTask' will become 'MyTask (2)'.

PublisherGroup
Tocreateadedicatedtask,selectapublishergroupfromthedropdownselection.

TaskDescription
Toeditthedescriptionofthetask,enterthepreferreddescriptioninthistextbox.

Summary
Asummaryofthetasksetforthedocument,includingrecipientsandtriggers.

Reload
OntheReloadtab,thecurrent taskcanbeconfiguredtoreloadthedocument.

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The possibility to use different user document names is configured using the document name
template.

Unsafe macros are not allowed on reload tasks.

PerformReload
Enable
Toenablethefunctionthatreloadsthedocumentwhenthetaskisrun,tickthischeckbox.Todisablethe
reloadfunction,untickthischeckbox.

DataProtection
SectionAccess
Bydefault,thereloadwillbeperformedastheuserunderwhichtheQlikViewDistributionService(QDS)is
running.TheSection Accesssettingallowstheuseofanotheruserwhenperformingthereload.Toby-
passthedefaultsetting,tickthischeckboxandenterthedesireduserandpasswordintheUser Nameand
Passwordtextboxes.Tousethedefaultsetting,untickthischeckbox.

The default setting may have to be redefined.

UserName
Toconfiguretheusername,enterthedesiredcredentialsinthistextbox.

Password
Toconfigurethepassword,enterthedesiredcredentialsinthistextbox.

ScriptSetup
PartialReload
Ifsomepartofthedataisupdatedmorefrequentlythanthebulkofthedata,ascriptcanbewrittento
supportpartialreload.Thiswilltypicallymeanthattwotaskswillexist.Onetaskislessfrequent,doingthefull
reload,andonetaskismorefrequent,doingthepartialreload.Toselectthepartialreloadfunctionality,tick
thischeckbox.Toselectthefullreloadfunctionality,untickthischeckbox.

ScriptParameters
Aseparatedocumentwillbecreatedforeachvalue.Ifselectingafieldfromthedocument,allvaluesinthat
fieldwillbeused.

ParameterName
ThevariablecreatedintheQlikViewscript,whichwillbeusedinthescriptexecutionofthedocument.

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ParameterValue
Thevalue(s)thatwillbeassignedtothevariableintheParameter Namefield.Thevalue(s)willbeusedto
createthedocument.Touseasequenceofdata,enterthestartandstopvaluesseparatedwitha'-'(dash).
Toseparatesinglevaluesorsequences,entera';'(semi-colon).

Or

Toselectaspecificfieldinthedocumentandcreateaseparatedocumentforeachvalueinthatfield,click
theOpen Documentbutton,andselectthedesireddocumentfield.Thevaluespresentatthestartofthe
executionwillbeused.Iffieldvalueschangeduringtheexecution,suchchangeswillnotbereflectedinthe
newdocuments.TheuseofthisfieldwillsuppresstheuseofanyvalueintheParameter Namefield.

Using this function, that is, clicking the Open Document button or the ... button (if
available), might be time consuming; therefore, it is done as an explicit command.

Reduce
OntheReducetab,adocumentcanbeconfiguredhowtobesplitintoseveralreducedcopiesoftheoriginal.

Areduceddocumentcontainsonlythereducedinformation,whileadocumentusingthesectionaccess
functioncontainsallinformation,buthidesandrevealspartsofit.

Reduction based on Section Access may cause unwanted results in the distributed documents
and should be used with caution.

ReductionMethod
Selectoneofthefollowingoptions:

l ReducebyFieldValue,meaningthatonereduceddocumentiscreated,byselectingthefieldsand
valuesthatshouldbedistributed.
l ReducebyBookmark,meaningthatonereduceddocumentiscreated,byselectingthebookmarks
thatshouldbedistributed.

Youcanalsocreateseveralseparatedocuments,basedonafieldvalueoronabookmark.

OpenDocument
Tobeabletousethecontentsofthedocumentforselectingbookmarksorfieldsandfieldvalues,the
documenthastobeopenedbyclickingonthisbutton.

Using this function, that is, clicking the Open Document button or the ... button (if
available), might be time consuming; therefore, it is done as an explicit command.

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ReducedDocumentName
SavetheReducedDocumentwiththeFollowingName
Thenametemplateforthereduceduserdocument.

Tocreateadocumentnametemplate,eitheropentheadvancednametemplatedialogbyclickingonthe
Edit NameTemplateicon, ,andperformtheconfiguration,oreditthedefaultdocumentname
templateinthistextfield.

Be sure to create unique resulting document names, to avoid documents to be overwritten.

Theadvancednametemplatedialogcontainsthefollowingfields:

l Publisher Elements
l SourceDocumentName
l TaskName
l SerialNumber
l ScriptVariableValue
l SelectDocumentField
l '\'(back-slash),'-'(dash),'_'(under-score),''(whitespace)
l Date and Time
l Year-TwoDigits
l Year-FourDigits
l Month
l MonthText
l Day
l YearMonthDay
l Hour(AM/PM)
l Hour(24h)
l HourMinute
l YearMonthDay-HourMinute

Tocreateadocumentnametemplate,clickonthebuttonstoinsertvaluesfromthePublisher Element
andDate and Timepanes.TheresultingtemplateispresentedintheTemplatefield,whichcanalsobe
freelyedited.IntheExamplefield,theresultingdocumentnameispresented,usingtheapplicablecurrent
values.

SimpleReduce
PresentstheFieldsandValuesthatareavailableinthedocument.

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Only the first 1000 entries are included. All data not selected from the boxes will be removed
from the reduced document.

This option is only available if the Reduce by Field Value option was chosen.

Fields
Toselectthefieldsthatshouldbepartofthereduceddocumenttobedistributed,selecttheminthisbox.

Values
Toselectthevaluesthatshouldbepartofthereduceddocumenttobedistributed,selecttheminthisbox.

SelectedFields
Presentstheselectedfields.

SelectedValues
Presentstheselectedvalues.

ClearSelection
Toclearallselectedfieldsandvalues,clickontheClear Selectionicon, .

ReducebyBookmark
PresentstheBookmarksthatareavailableinthedocument.Toselectthebookmarktodistribute,scroll
downthedrop-downlistandselectit.

All data not selected from the drop-down list will be removed from the reduced document.

This option is only available if the Reduce by Bookmark option was chosen.

LoopandReduce

QlikView does not support Loop and Reduce over tables that contain input fields. The original
value of each input field is replaced by the index value of the row in the table.

ByFieldValue
Tocreateseveralseparatedocumentsforeachvalueintheselectedfield,choosethisoption,thenselectthe
Fieldfromwhichthevalueistobelooped.

ByBookmark
Tocreateoneseparatedocumentpereachavailablebookmark,choosethisoption.

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Distribute
TheDistributetabcontainsthefollowingpages:

Reduction based on Section Access may cause unwanted results in the distributed documents
and should be used with caution.

l Manually
l LoopFieldinDocument
l FileType
l Notify

Onthesepages,thedistributionofsourcedocuments,becominguserdocuments,canbemanaged.

Manually
OntheManuallytab,thedocumentdistributionmethodandtheauthorizationofrecipientscanbe
managed.DocumentscanbedistributedtoQlikViewServers,directlytousersviae-mail,andtospecific
folders,andthemethodsarethefollowing:

l DistributetoQlikViewServer
l DistributeviaE-mail
l DistributetoFolder

Anycombinationofdistributionmethodsareallowed;0,1only,any2,orall3.

Distribution of a PDF to a QlikView Server is not allowed.

DistributetoQlikViewServer
Add
Toaddaspecificresourceentrytodistributeto,clickontheAddicon, ,totherightinthepane,and
configurethefollowingfields:

l Server
Selectthedesiredserverinthedrop-downlist.

l Mount
Selectthedesiredmountinthedrop-downlist,ifapplicable.

l User Type
Thetypeofrecipients.

Tomanagetheauthorizationofusersandgroups,selectoneofthefollowingdrop-downlistoptions:

All Users,meaningthatallusersareauthorized(thatis,anonymousaccesstothefileisallowed).

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The IQVS account controls file access when anonymous access is allowed. This
means that the IQVS account has to be provided with the correct file access. The
account is by default created as a local account in the QlikView installation. In a
clustered environment, the IQVS account must be created as a domain account, so that
all nodes can access it.

All Authenticated Users,meaningthatanyauthenticateduserisauthorized.

Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingfor
usersandgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryService
Connector).

Recipients
IfNamed UserswaschosenintheUser Typefield,dothefollowing:

Tomanageusersandgroups,clickontheManage Usersdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickontheSearch

icon, .

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectalloftheusersandgroupsfromtheSelected Usersbox,clickonthisbutton.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

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DistributeviaE-mail
Add Users and Groups
Tomanagetheauthorizationofe-mailrecipients,dothefollowing:

Tomanageusersandgroups,clickontheManage Usersdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickontheSearch

icon, .

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectalloftheusersandgroupsfromtheSelected Usersbox,clickonthisbutton.

To distribute via email to a group of users, create a distribution group with an email address of
the group itself. When the DSC performs a lookup on the group name, the email address of the
group is returned and the document is distributed to that email address.

DistributetoFolder
Path
Toselectafoldertodistributeto,clickontheBrowseicon, ,andchoosethefolderintheChoose
Folderdialog.

User Type
Toselectthemethodformanagingusersandgroups,clickononeofthefollowingdrop-downlistoptions:

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l All Authenticated Users,meaningthatanyauthenticateduserisauthorized.


l Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingfor
usersandgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryService
Connector).

Add Users and Groups


IfNamed UserswaschosenintheUser Typefield,dothefollowing:

Tomanageusersandgroups,clickontheManage Usersdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickontheSearch

icon, .

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectalloftheusersandgroupsfromtheSelected Usersbox,clickonthisbutton.

PublishalinktoaQlikViewdocumentintheQlikSensehub
YoucanpublishalinktoaQlikViewdocumentintheQlikSensehubinsteadofdistributingfilesbye-mailor
toaspecificfolderlocation.YoucanusethismethodwhenyouwanttoshareaQlikViewdocumentwitha
nameduserthatispartoftheActiveDirectoryusergroupinbothQlikViewandQlikSense.

QlikViewdocuments
Onceshared,QlikViewdocumentsarelistedintheQlikSensehub.Youcanopenadocumentfromthehub
andinteractwithitusingthefunctionalityoftheAJAXclient.WhenviewingQlikViewdocumentsinQlik
Sense,nochangescanbesaved.

QlikView documents cannot be displayed using the mobile view for small devices.

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Beforeyoubegin
ToenablelinktoQlikViewdocumentsintheQlikSensehub,thefollowingisrequired:

l YourQlikViewversionis12.00SR3orlater.
l YourQlikViewinstallationhasapublisherlicense.
l Adifferentsetofcertificates(client.pfx,server.pfx,androot.cer)havebeenexported,byyoursystem
administrator,fromtheQlikSenseManagementConsoletoeachoftheQlikViewDistributionService
(QDS)machines.
l TheserverconnectiontotheQlikSenseAccessPointhasbeenconfiguredtousethemachinename.
l QlikSensehasbeenconfiguredtoallowsharedcontent.

QlikViewcertificaterequirements
WhencreatingasetofcertificateforQlikView,thefollowingisrequired:

l Thecertificatesmustbecreatedusingthefullname,includingthedomainoftheQDSmachine.
l Thecertificatesmustbepasswordprotected.
l Asecretkeypairmustbecreated.

A new set of certificates is required for each QlikView Distribution Service (QDS)
machine.

Exportingcertificates

ConfiguringQlikSensetoallowuserstopublishalinktosharedcontent
YoumustcreateaQlikSensesecurityruleandconfiguretheQlikSenserepositorytoallowQlikViewto
publishlinksontheQlikSensehub.

Adding a shared content security rule


EnablesharedcontentbycreatinganewsecurityruleintheQlikSenseManagementConsole.

Dothefollowing:

1. IntheQlikSenseManagementConsole,clickSecurity Rules.
2. ClickCreate newatthebottomofthepage.
3. IntheIdentificationsectionaddanameandruledescription.Youcanusethesuggestionsinthe
followingtable:
Field Value

Name SharedContentCreate-AllUsersFromUserGroupName

Description All users from the domain UserGroupName are allowed to create shared content

4. IntheBasicsection,selecttheCreateaction.
5. EnsurethattheReadactioniscleared.

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6. Completetheactionruledefinitionusingthevaluesinfollowingimageandbyreplacing
UserGroupName withthenameofyourauthenticationusergroup.

7. IntheBasicsectiontypeSharedContent_* asaResource filter.


8. (Optional)IfyouwantallauthenticateduserstobeallowedtoshareQlikViewcontent,type
!user.IsAnonymous()intheConditionsbox.
9. ClickApply.
ThesecurityruleisaddedtotheQlikSenseManagementConsoleforauthenticatedusers.

Enabling shared content Qlik Sense repository


ToenablesharedcontentintheQlikSenserepositoryyoumustupdatetheconfigurationfile.Bydefault,the
Repository.exe.configfilecanbefoundinC:\Program Files\Qlik\Sense\Repository\onyourQlikSense
machine.EdittheconfigurationfileandchangethevalueoftheSharedContentEnabled keytotrue.
RestarttheQlikSenseRepositoryServiceusingtheWindowsServicesapplicationtoenablethisnew
configuration.

ConfiguringtheQlikViewDistributionServicewiththeQlikSensecertificates
YoumustconfigureeachQlikViewDistributionService(QDS)withQlikSensecertificatestoallowlinksto
QlikViewdocumentstobepublishedtotheQlikSensehub.

Before you begin


ToconfiguretheQDS,youmustacopytoeachQDSmachineanewsetofcertificatesincludingthe
client.pfx,root.cer,server.pfx.EachQDSmachinethatyouconfigurerequiresanewsetofQlikSense
certificates.

Importing the Qlik Sense certificates on the QDS machine


AllcertificatescanbeimportedusingthenativeWindowsCertificateImportWizard.

The root.cer certificate must be imported before all other certificates.

Importingtheroot.cercertificate
1. Double-clicktoopenthecertificate.
2. ClickInstall Certificate.
TheCertificateImportWizardisinitiated.

3. SelectCurrent User.
4. SelectPlace all certificates in the following store.
5. ClickBrowse andselecttheTrusted Root Certification Authorities folder.

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6. ReviewthecertificateinformationandclickFinish.
Theroot.cercertificateisimportedontheQDSmachine.

Importingtheclient.pfxandserver.pfxcertificates
1. Double-clicktoopenthecertificate.
TheCertificateImportWizardisinitiated.

2. SelectCurrent User.
3. OnthePrivate key protectionscreentypethecertificatepassword.
4. Select Automatically select the certificate store based on the type of certificate.
5. ReviewthecertificateinformationandclickFinish.
ThecertificateisimportedontheQDSmachine.

Configuring the QDS properties with the Qlik Sense certificate and machine information
TheQDSconfigurationfilemustbeupdatedoneachmachinewiththeassociatedcertificatethumbnailand
QlikSenseandQDSmachineinformation.Bydefault,theQVDistributionService.exe.config
QDSconfigurationfileislocatedinC:\Program Files\QlikView\Distribution Service.

1. Inthe<appSettings>section,type<add key="QRSMachineName" value="MySenseMachine.domain.com"


/>replacingQlikSenseMachineName.domain.comwiththenameofyourmachinerunningtheQlik
SenseRepository.

The machine name must include the domain and match the name used when creating
the Qlik Sense certificates.

2. Onaseparateline,type<add key="QVWSMachineName" value="QlikViewMachineName" />replacing


QlikViewMachineNamewiththenameofyourmachinerunningtheQlikViewWebServer.

The domain is not required

3. (Optional)Onaseparateline,type<add key="AjaxClientPath" value="/MyAjaxURL/opendoc.htm" />


replacingMyAjaxURLwiththeURLofyourAjaxClient.Ifthisconfigurationoptionisnotadded,the
default/QvAJAXZfc/opendoc.htmisused.
4. OpentheWindowsMicrosoftManagementConsole.
5. ClicktheCertificates - Current Userdrop-downarrow.
6. OpenthePersonal>Certificatesfolder.
7. Double-clicktheQlikClientcertificate.
Thecertificatepropertiesaredisplayed.
8. OntheDetailstab,copytheThumbprintvalue.
9. OnaseparatelineintheQVDistributionService.exe.configfile,type<add
ThumprintID" />replacingThumbprintID
key="SenseClientCertificateThumbprint" value=" withthe
valueofthethumbprintfoundinthecertificateproperties.

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10. Saveyourchanges.
TheQDSisconfiguredtoallowyoutopublishlinkstoQlikViewdocumentsintheQlikSenseHub.

CreatingatasktopublishalinktoaQlikViewdocumentintheQlikSensehub
YoucancreatealinktoaQlikViewdocumentintheQlikSensehubbyusingtheQlikViewManagement
Console

QlikView documents in the Qlik Sense hub only support interactions using the Ajax client.

Before you begin


TopublishalinktoaQlikViewdocumentinQlikSenseyouneedaQlikViewServersetupwithaconnection
toanActiveDirectoryandsourcedocuments.

Configuring the QlikView Management Console


YoumustconfigureQlikViewWebServerAccessPointtoconnectwiththeQlikSensemachine.

Dothefollowing:

1. ClicktheSystem tab.
2. IntheQlikViewWebServerfolderopenthecurrentQlikViewWebServermachine.
3. OntheAccess Pointtab,clickServer Connections.
4. Usingthedrop-downmenu,changethenameoftheQlikViewwebserverfromlocal tothemachine
name.

Publishing a link to a QlikView document


DothefollowingtaskintheQlikViewManagementConsoletopublishalinktoadocument:

1. ClicktheDocuments tab.
TheSource Document pageopens.

Only source documents can be published.

2. ExpandaQDSinstanceandlocatethedocumentyouwanttoshare.

3. Click t ocreateanewtask.

4. OntheDistribute tab,click toaddarecipient.


5. SelecttheNamed Userusertype.
6. Click toaddauser.

The named user must be part of the Active Directory user group in both QlikView and
Qlik Sense.

7. OntheDocument Informationtabclick toaddanattribute.

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8. TypeShowInSenseHubintheName fieldandtrue intheValue field.


9. ClickApply.
ThetaskmayberunandwillnowaddalinktotheQlikViewdocumentontheQlikSensehub.

Viewing QlikView documents in the Qlik Sense hub


Dothefollowing:

1. LogintotheQlikSensehubusingthesamecredentialsasthenameduserwithwhichtheQlikView
documentwasshared.
2. Fromthehub,clickQlikView documents.
3. ClickalinktoadocumenttoopentheQlikViewAccessPointinanewwindow.

QlikView documents cannot be deleted from the Qlik Sense Hub.

LoopFieldinDocument
OntheLoop Field in Documenttab,theQlikViewPublisher(QVP)canbeconfiguredtodistributethe
current document.

TheLoop Field in Documentfunctionprovidesdistributiontousersbasedonthecontentofeachuser.


CombiningtheLoop and ReducefunctionwiththeLoop and Distributefunction,theresultcanbe
thateachusergetsspecificandrelevantinformation,only.

Forexample,onedocumentshouldbedistributedtoallthepeopleemployedinaspecificcountry,andthe
documentshouldbedistributedtotheQlikViewServer,eachdocumentgivenauniquename.Thefollowing
describesasolution:

1. Inthesourcedocument,whichcontainstheinformationthatshouldbedistributed,addanEmployee
fieldcontainingtheusernameofeachemployee,andmakesurethattheyareassociatedtothe
countryoftheuser.
2. SetupBy Field ValueforLoop and ReducetousetheCountryfield.
3. EditthenametemplatetoincludetheCountryfield,%SourceDocumentName%
%DocumentField,Country%.
4. IntheField Containing Recipient Informationdrop-downlist,selecttheEmployee
field.
5. IntheCheck User Identity Ondrop-downlist,selecttheSAMAccountNameoption.
6. IntheTarget Typedrop-downlist,selecttheQlikView Serveroption.

LoopandDistribute
Open Document
Toopenthedocument,thusenablingtheselectionofafieldthatcontainsinformationabouttherecipients,
clickonthisbutton.

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Using this function, that is, clicking the Open Document button or the ... button (if
available), might be time consuming; therefore, it is done as an explicit command.

Field Containing Recipient Information


Selectthefieldthatcontainsthedesiredinformationabouttherecipients,inthedrop-downlist.

Check User Identity On


Selectthedesiredtypeofuseridentitycheck,inthedrop-downlist.Theavailableoptionsarethefollowing
directoryserviceattributes:

l SecurityIdentifier
l DisplayName
l SAMAccountName
l EmailAddress
l UserPrincipalName

TheseattributenamescorrespondtotheattributesintheMicrosoft Active Directory,whichare


describedinthefollowing:

l SecurityIdentifier,auniquevalueofvariablelengthusedtoidentifyauseraccount,group
account,orlogonsessiontowhichanACEapplies.
l DisplayName,thedisplaynameforanobject,whichisusuallythecombinationofthefirstname,
middleinitial,andlastnameofauser.
l SAMAccountName,thelogonnameusedtosupportclientsandserversrunningolderversionsofthe
operatingsystem,suchasWindowsNT4.0,Windows95,Windows98,andLANManager.This
attributehastoconsistoflessthan20characterstosupportolderclients.
l E-mailAddress,thelistofe-mailaddressesforacontact.
l UserPrincipalName,thisattributecontainstheUPN,thatis,anInternet-styleuserloginname,
basedontheInternetstandardRFC822.TheUPNisshorterthanthedistinguishednameandeasier
toremember.Byconvention,thisshouldmaptotheusere-mailname.Thevaluesetforthisattribute
isequaltothelengthoftheIDoftheuserandthedomainname.

IfanotherDirectoryServiceProvider(DSP)isused,theseattributenamescorrespondascloselyaspossible
toattributeswithsimilarfunctions.

Destination
Target Type
Tochoosethedocumentdistributionmethod,tickoneofthefollowingcheckboxes,andconfigurethe
applicablefields:

If no destination is given, no loop distribution will be done, and no recipients are given, since
they are configured by the loop.

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QlikViewServer
TodistributetotheQlikViewServer(QVS),tickthischeckboxandselectthedesiredServerandMountin
thedrop-downlists.

E-mail
Todistributetothee-mailrecipient(s),tickthischeckbox.

Folder
Toselectafoldertodistributeto,clickontheBrowseicon, ,andchoosethefolderintheChoose
Folderdialog.

FileType
OntheFile Typetab,thetypeofthecurrent distributed documentcanbeconfigured.

Distribution of a PDF to a QlikView Server is not allowed.

OutputDocumentType
Selectoneofthefollowingoptions:

l QlikView Document,meaningthatthedocumentisdistributedasaQlikViewdocument.
l PDF Report from Source Document,meaningthatthedocumentisdistributedasaPDF
reportfromthesourcedocument.TogetareportasbasisforthePDFreport,selectaQlikViewreport
inthedrop-downlistandclicktheOpen Documentbutton.Notethatthedrop-downlistisnot
populatedwithavailablereportsuntilthedocumentisopened.Aspeciallicenseisrequiredto
distributethedocumentasaPDFreport.

Using this function, that is, clicking the Open Document button or the ... button (if
available), might be time consuming; therefore, it is done as an explicit command.

Notify
OntheNotifytab,distributionrecipientscanbesetasrecipientsofnotificatione-mails,informingabout
thatthedocumenthasbeenupdated.Eache-mailaddressisretrievedfromthedirectoryservicetowhichthe
userbelongs.Forexample,aWindowsusere-mailaddressisretrievedfromtheWindowsActiveDirectory.

NotificationE-mail
Send Notification E-mail To Recipients
Tosendanotificatione-mailtoallrecipientsthatarepartofthedistribution,checkthisoption.

Recipients that are part of an e-mail distribution will not receive any notification e-mail, in
addition to the e-mail that includes the document.

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DocumentInformation
OntheDocument Informationtab,acategoryforthecurrent documentcanbeassigned,created,
edited,anddeleted.Categoriesareusedtobundledocumentsincontainers,tomakecategorizationeasier
fortheend-user.Thecategoriesareonlyvisibletotheend-userontheQlikViewAccessPoint.Each
documentcanonlybepartofonecategory.

General
SelectCategory
Toassignacategorytoadocument,selectoneoftheavailablecategories,presentedinthedrop-downlist.

Defaultvalue:Default.

OrTypeaNewCategory
Tocreateacategory,enteradescriptivenameinthistextbox.Thenewcategorywillbeavailableinthe
Select Categorydrop-downlist.ThecategoryispresentedontheQlikViewAccessPoint.

Categories can be reassigned, but cannot be deleted.

DocumentDescription
TocreateadocumentdescriptionthatisdisplayedinDocumentDetailsonQlikViewAccessPoint,entera
descriptioninthistextbox.

Attributes
Metadataattributescanbecreatedandassignedtoadocument.Theseattributesarearbitrarypairsofname
andvalue.Theyarenotsavedinthedocument,butinthemetadataoftheQlikViewServer,utilizingthe
QlikViewServerDocumentMetadataService(DMS)facility.Athird-partyapplicationcanreadandextract
theattributesfromthedatabase,usingtheqvpxprotocol.TheattributesarepresentedontheQlikView
AccessPoint,inwhichtheyareusedtohelpfindingthecorrectdocument.Tocreateanattributeand
assignedvalueentry,tobestoredinthemetafile,clickontheAddicon, ,totherightinthepane,and
configurethefollowingfields:

Name
Toconfigureametadataattributename,enteradescriptivenameinthistextbox.

Value
ToassignavaluetothemetaattributenameintheNamefield,enterthevalueinthistextbox.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

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Triggers
OntheTriggerstab,thecurrent taskcanbeconfiguredtobestartedbytriggers.Ataskcanhave
multipletriggers,creatingaworkflowoftasks.Thistabcontainsthefollowingheadings:

l CurrentTriggers
l TaskDependencies
l TaskExecutionOptions

CurrentTriggers
Eachrowpresentsaseparatetrigger.Thecurrent taskisstartedifanytriggerisreleased(ORoperator).
Ifseveraltriggers(multipleconditions)aretobereleased,beforethecurrent taskisstarted,theOn
Multiple Events Completedfunctionshouldbeused(ANDoperator).

Tocreateatrigger,clickontheAddicon, ,totherightinthepane.

Trigger
Thetypeofthetrigger.Thepossiblevalueisthefollowing:

l Once Trigger
l Task Finished Trigger
l External Event Trigger
l And Trigger

Details
Thetriggerconditionsettings,thatis,asummaryofwhenthetriggerstartsthecurrent task.

Enabled
Thecurrentstatusofthetrigger.Thepossiblevaluesarethefollowing:

l Enabled
l Disabled

EditTrigger
Toconfigureatrigger,clickontheEdit Triggericon, .

Delete
Toentirelyremoveatrigger,clickontheDeleteicon, .

ConfigureTriggerDialog
StarttheTask
Choosethetypeoftrigger,byclickingononeofthefollowingoptionsinthedrop-downlist:

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l OnaSchedule
l OnEventfromAnotherTask
l OnanExternalEvent
l OnMultipleEventsCompleted

Enabled
Toenablethetriggerforexecutionofthetask,tickthischeckbox.Todisablethetrigger,untickthischeck
box.

OnaSchedule
WhentheOn a Scheduletriggertypewaschosen,atriggercanbescheduledtostartthecurrent
task.Thefollowingconfigurationoptionsareavailable:

Recurrence
Chooseascheduleforthetriggertostart,byclickingononeofthefollowingoptions:

l Once
l Hourly
l Daily
l Weekly
l Monthly
l Continuously

All time specifications must be in the 24-hour format.

Start at
Enterthedateandtimeoftheinitialtriggerstartinthistextbox,byusingthefollowingformat:yyyy-mm-dd
hh:mm:ss.

Example:

2011-12-31 23:59:59

Once
Nofurthersettingsareavailable.

Hourly

RunEvery
Chooseatimeintervalforthetriggertostart,byenteringthedesirednumberintheHoursandMinutes
textboxes.

Example:

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1and10,meaningthatthetriggerwillstartevery70minutes(theexamplenotconsideringotherpossible
limitingsettings).

On
Choosetheday(s)oftheweekforthetriggertostart,bytickinganyofthefollowingcheckboxes:

l Monday
l Tuesday
l Wednesday
l Thursday
l Friday
l Saturday
l Sunday

If no day was chosen, the trigger runs all days.

RunOnlyBetween
Tolimitthetriggerstartwithinaday,tickthischeckbox.Enterthestarttimeandthestoptime,inbetween
whichtriggerstartisallowed,inthestartandstoptextboxes,byusingthefollowingformat:hh:mm.To
disablethelimitation,untickthischeckbox.

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

2012-12-31 23:59:59

Daily

RunEvery
Chooseatimeintervalforthetriggertostart,byenteringthedesirednumberintheDaytextbox.

Example:

3,meaningthatthetriggerwillstarteverythirdday(theexamplenotconsideringotherpossiblelimiting
settings).

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MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

2012-12-31 23:59:59

Weekly

RunEvery
Chooseatimeintervalforthetriggertostart,byenteringthedesirednumberintheWeekstextbox.

Example:

2,meaningthatthetriggerwillstarteverysecondweek(theexamplenotconsideringotherpossiblelimiting
settings).

On
Choosetheday(s)oftheweekforthetriggertostart,bytickinganyofthefollowingcheckboxes:

l Monday
l Tuesday
l Wednesday
l Thursday
l Friday
l Saturday
l Sunday

If no day was chosen, the current day is selected.

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

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Example:

2012-12-31 23:59:59

Monthly

Months
Choosethemonth(s)oftheyearforthetriggertostart,bytickinganyofthefollowingcheckboxes:

l January
l February
l March
l April
l May
l June
l July
l August
l September
l October
l November
l December

If no month was chosen, the current month is selected.

CheckAll
Toautomaticallytickallofthemonths,clickonthisbutton.

UncheckAll
Toautomaticallyuntickallofthemonths,clickonthisbutton.

RunOnly
TolimitthetriggerstartwithintheselectedMonths,selectoneofthefollowingoptions:

l Days,andselecttheday(s)ofthemonth(s)forthetriggertostart,bytickinganyofthefollowing
checkboxes:
1,2,3...31,whereeachvaluerepresentsthatdayofthemonth(s)
Last,meaningtheverylastdayofthemonth(s)

If no day was chosen, the trigger will not occur.

l On,andselecttheweekday(s)ofthemonth(s),bytickinganyofthefollowingcheckboxes:

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Order Weekday

First Monday
Second Tuesday
Third Wednesday
Fourth Thursday
Last Friday
Saturday
Sunday

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

2012-12-31 23:59:59

Continuously
Nofurthersettingsareavailable.

OnEventfromAnotherTask
WhentheOn Event from Another Tasktriggertypewaschosen,thetriggercanbeconfiguredto
startthecurrent taskontheeventfromanothertask.Thefollowingconfigurationoptionsareavailable:

Start on
Chooseatriggerevent,byclickingononeofthefollowingoptionsinthedrop-downlist:

l Successful,meaningthattheexecutionofthetaskwassuccessful
l Failed,meaningthattheexecutionofthetaskfailed

Completion of
Chooseatriggertask,byclickingononeoftheoptionsinthedrop-downlist.

OnanExternalEvent
WhentheOn an External Eventtriggertypewaschosen,thetriggercanbeconfiguredtostartthe
current taskonanexternalevent,thatis,anoutsidecomponent,makingaQlikViewManagement
Service(QMS)APIcall.Thefollowingconfigurationoptionsareavailable:

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Password
Thispasswordisusedtoaccessthetaskandreleasethetrigger.Theexternaleventhastoknowthe
password.Toenableanexternaleventtoreleasethetriggerofthetask,enterapasswordinthistextbox.

OnMultipleEventsCompleted
WhentheOn Multiple Events Completedtriggertypewaschosen,thetriggercanbeconfiguredto
startthecurrent taskwhenothertaskshaveallbeencompletedintheirexecutionwithin a
certain time.Thefollowingconfigurationoptionsareavailable:

Time Constraint
Chooseatimelimit,withinwhichallofthetaskshavetocompletetheirexecution,byenteringthedesired
numberintheMinutestextbox.

Defaultvalue:360,meaning6hours.

Run Task When All of these Events Completed

ExternalEvent
Toaddanexternaleventtothelistoftasksthathavetobecompletedforthetriggertobestarted,tickthis
checkbox.Toentirelyremoveanexternaleventfromthelist,untickthischeckbox.

Password
Thispasswordisusedtoaccessthetaskandreleasethetrigger.Theexternaleventhastoknowthe
password.Toenableanexternaleventtoreleasethetriggerofthetask,enterapasswordinthistextbox.

Task Completed
Toaddtasks,andtheeventswithwhichtheyhavetobecompletedforthetriggertobestarted,clickonthe
Addicon, ,totherightinthepane.

Event
Selecttheeventforthetaskinthedrop-downlist.

Task
Selectthecorrespondingtask,forwhichaneventwasselectedintheEventfield,inthedrop-downlist.

TaskDependencies
Taskdependencyisawayofmakingsurethatthecurrent taskrunsonlyifothertaskshavefinished
theirlastexecutionsuccessfully.Thetaskdependenciesoverruleanytrigger,whichmeansthatatrigger
mightnotbeabletostartthecurrent task,ifataskdependencyforthecurrent taskisnotfulfilled.
Toconfigureadependencyforthecurrent task,clickontheAddicon, ,totherightinthepane.

Task
Selectthetask(s),whichmusthavebeensuccessfullyexecutedbeforethecurrent taskcanbe
executed,inthedrop-downlist.

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Delete
Toentirelyremoveataskdependency,clickontheDeleteicon, .

TaskExecutionOptions
Triggerscanbeallowedtoattempttostartthecurrent taskanumberoftimesduringatimeperiod.

NumberofTries
Tochooseanumberofstartattemptsforthecurrent task,enterthedesirednumberinthistextbox.

Defaultvalue:1.

TimeoutinMinutes
TochooseatimeperiodfortheNumber of Tries,enterthedesirednumberinthistextbox.

Defaultvalue:1440,meaning24hours.

SearchFunctions
Inthesearchfield,thefollowingapply:

l Searchesareperformedontheentrieslistedinthetreeviewtotheleft.
l Theasteriskoperator,'*',meaning'matchofanycharacter(s)',issupported.
l Theseparatoroperator,';'(semicolon),meaningthatseveralsearchcriteriacanbestatedatthesame
time,issupported.

Example:

doc*;test*willsearchforentriesmatchingdoc*ortest*.

l Searchesarenotcasesensitive,meaningthatupperandlowercasecharactersaretreatedasifthey
werethesame.
l Searchesautomaticallyincludestheextension.qvw.

Example:

document;testaddsthesearchfordocument.qvw;test.qvw;hence,theentries
document.qvwandtest.qvwwillmatch.

Server
TheServertabcontainsthefollowingpages:

l ServerObjects
l Availability
l Performance

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Onthesepages,theauthorizationofserverobjectsandaccesscontrolofthecurrent documentcanbe
managed.

ServerObjects
OntheServer Objectstab,usersareauthorizedtocreateserverobjectsinthecurrent document.

AllowCreationofServerObjects
Toallowuserstocreateserverobjects,tickthischeckbox.Todenyuserstocreateserverobjects,untickthis
checkbox.

When the check box is unticked, no server objects, except server bookmarks, can be created.
For server bookmarks, unticking the check box only affects the possibility to share the
bookmarks with other users.

User Type
Tomanagetheauthorizationofusersandgroups,clickononeofthefollowingdrop-downlistoptions:

All Authenticated Users,meaningthatanyauthenticateduserisauthorized.

Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingforusers
andgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryServiceConnector).

Add Users and Groups


IfNamed UserswaschosenintheUser Typefield,dothefollowing:

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickontheSearch

icon, .

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

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l << Delete All


TodeselectalloftheusersandgroupsfromtheSelected Usersbox,clickonthisbutton.

Availability
OntheAvailabilitytab,thecontrolofthecurrent document,thatis,forexample,clientaccess,
downloadrestriction,andsessioncollaboration,canbemanaged.

AccessPoint
Access Method
ToenablewhichQlikViewclients,usedtoopenanddownloadthecurrent document,whichare
presentedthroughtheQlikViewAccessPoint,tickoneofthefollowingcheckboxes:

l IE Client,meaningtheMicrosoftInternetExplorerpluginclient.
l Mobile Client,meaningthevariousmobiledeviceapplications.
l Full Browser and Small Device Version,meaningtheAJAXclientandAJAXforSmall
Devices.
l Full Browser URL,touseotherhtmlpages,insteadofthedefault,fordisplayingthe
AJAXpages,enteravalidpathinthistextbox.

Small Devices always use the following URL: /QvAJAXZfc/mobile/opendoc.htm

User Privileges

DownloadDocument

Allowing documents to be downloaded gives users access to the document, which might be a
security risk.

Tomanagetheauthorizationofthedownloadingofdocuments,thatis,allowinguserstodownloadthe
current documentandopenitintheQlikViewDesktop,tickthischeckbox,anddothefollowing:

UserType
Toselectthemethodformanagingusersandgroups,clickononeofthefollowingdrop-downlistoptions:

All Users,meaningthatallusersareauthorized(thatis,anonymousaccesstothefileisallowed).

The IQVS account controls file access when anonymous access is allowed. This means that
the IQVS account has to be provided with the correct file access. The account is by default
created as a local account in the QlikView installation. In a clustered environment, the IQVS
account must be created as a domain account, so that all nodes can access it.

All Authenticated Users,meaningthatanyauthenticateduserisauthorized.

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Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingforusers
andgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryServiceConnector).

AddUsersandGroups
Tomanageusersandgroups,clickontheManage Usersdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickontheSearch

icon, .

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectalloftheusersandgroupsfromtheSelected Usersbox,clickonthisbutton.

PrintandExporttoExcel

In QlikView 11, touch-based clients cannot export documents to Microsoft Excel.

Tomanagetheauthorizationoftheprintingandexportofdocuments,tickthischeckbox,anddothe
following:

UserType
Toselectthemethodformanagingusersandgroups,clickononeofthefollowingdrop-downlistoptions:

All Users,meaningthatallusersareauthorized(thatis,anonymousaccesstothefileisallowed).

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The IQVS account controls file access when anonymous access is allowed. This means that
the IQVS account has to be provided with the correct file access. The account is by default
created as a local account in the QlikView installation. In a clustered environment, the IQVS
account must be created as a domain account, so that all nodes can access it.

All Authenticated Users,meaningthatanyauthenticateduserisauthorized.

Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingforusers
andgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryServiceConnector).

AddUsersandGroups
Tomanageusersandgroups,clickontheManage Usersdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickontheSearch

icon, .

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectalloftheusersandgroupsfromtheSelected Usersbox,clickonthisbutton.

SessionCollaboration
Toallowuserstoshareasessiononthecurrent document,tickthischeckbox.

Performance
OnthePerformancetab,thecontrolofthecurrent document,thatis,forexample,loadbalancing,
preloading,concurrentsessionaccess,andauditlogging,canbemanaged.

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Sessions
Maximum Number of Concurrent Sessions
Tochooseamaximumnumberofconcurrentsessionstowardsthecurrent document,enterthedesired
numberinthistextbox.Anemptyfieldmeansnolimit.

Maximum Inactive Session Time


Usersessions,whichhavehadnoactivityduringaspecifiedtimelimit,canbeconfiguredtobeclosedbythe
QVS.Tosetthesessiontimeout,enterasuitablefigureinthistextbox.

The maximum inactive session time can also be set on a global level. The session time with
the lowest value takes precedence. If the session time entered in this text box is lower than the
global session time, the global session time is disregarded.

Ifleftemptyorsetto0meansnolimit.

Document Timeout
Opendocumentstakeupvaluablesystemresources(thatis,memoryspace,RAM,isallocated)andshould
notbeallowedtoremainopenwhennotinuse.However,ifadocumentisclosedtooquickly,theusersmay
getlongerdelaytimeswhenaccessingthedocument,becausetheserverhastoreopenit.Thisvaluecontrols
forhowlongadocumentwillbeallowedtobeunusedbeforetheQlikViewServer(QVS)closesthedocument
andreclaimstheresources.

Enable Audit Logging


Toenabletheauditlogfunctionality,tickthischeckbox.Todisabletheauditlogfunctionality,untickthis
checkbox.

DocumentControl
Server
Selectaserverinthedrop-downlist.

Customize
Ifthereismorethanoneserver,andiftheCustomizeoptionwasselectedintheDocument Available
field,configurethefollowing:

Document Available
Toconfiguretheloadbalancing,thatis,onwhichnodesthecurrent documentistobeavailable,select
oneofthefollowingoptions:

l Always on All Nodes,meaningavailabilityonallnodes.


l Preload
Tomakethecurrent documentquicklyaccessedatalltimes,bypreloadingitintothe
primarymemoryoftheserver,tickthischeckbox.Todisablethepreloadfunction,untickthis
checkbox.

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Using the preload functionality will use memory resources also when no user is
accessing the document.

l Customize,meaningthattheavailabilitycanbecustomized.

Customize
IftheCustomizeoptionwasselectedintheDocument Availablefield,customizethefollowing:

Cluster Node
Presentsanautopopulatedlistofalloftheserversandclusters,includingallclusternodes,thatareselected
fordistribution.

Document Available
Toconfigurewhenthecurrent documentistobeavailable,selectoneofthefollowingdrop-downlist
options:

l Never,meaningthatthecurrent documentwillneverbeloadedonthenode.
l Always,meaningthatthedocumentwillalwaysbeavailabletobeloadedonthenode.

Preload
Tomakethecurrent documentquicklyaccessedatalltimes,bypreloadingitintotheprimarymemoryof
theserver,tickthischeckbox.Todisablethepreloadfunction,untickthischeckbox.

Using the preload functionality will use memory resources also when no user is accessing the
document.

This option is only available if the Always option in the Document Available field was
selected.

4.3 UserDocuments
OntheUser Documentspage,alldocumentsthatareavailableontheQlikViewServer(QVS)arelistedin
atreeviewintheleftpane.Toviewormanagethesettingsofadocument,intherightpane,clickonthe
documentinthetreeview.

A red asterisk is used to indicate mounted folders in tree views. The icon for the root folder
does not carry a red asterisk.

These settings should not be changed if a QlikView Publisher (QVP) is set up to distribute the
documents, because they are overridden by the settings for the QVP.

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SearchDocument
Enterthedesiredsearchterm(s)inthistextbox,tofinddocuments,andclickontheSearchicon, .

ConfigureDocumentSettings
Toconfigurethesettingsofadocument,clickonthedocumentinthetreeview.Intherightpane,the
followingtabsarepresented:

l Server
l Authorization
l DocumentInformation
l Reload
l DocumentCALs

Clickoneachtablabelformoreinformation.

Server
TheServertabcontainsthefollowingpages:

l ServerObjects
l Availability
l Performance

Onthesepages,theauthorizationofserverobjectsandaccesscontrolofthecurrent documentcanbe
managed.

ServerObjects
OntheServer Objectstab,usersareauthorizedtocreateserverobjectsinthecurrent document.

AllowCreationofServerObjects

When collaboration is disabled in the QlikView license (that is, the license contains DISABLE_
COLLABORATION;YES;;), server objects and server bookmarks are not allowed. This means
that the Allow Creation of Server Objects check box does not have any effect
when collaboration is disabled.

Toallowuserstocreateserverobjects,tickthischeckbox.Todenyuserstocreateserverobjects,untickthis
checkbox.

When the check box is unticked, no server objects, except server bookmarks, can be created.
For server bookmarks, unticking the check box only affects the possibility to share the
bookmarks with other users.

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User Type
Tomanagetheauthorizationofusersandgroups,clickononeofthefollowingdrop-downlistoptions:

All Authenticated Users,meaningthatanyauthenticateduserisauthorized.

Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingforusers
andgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryServiceConnector).

Add Users and Groups


IfNamed UserswaschosenintheUser Typefield,dothefollowing:

Tomanageusersandgroups,clickontheManage Userdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickontheSearch

icon, .

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectalloftheusersandgroupsfromtheSelected Usersbox,clickonthisbutton.

Objects
Alltheserverobjectswithinthedocumentarepresentedinalistwiththefollowinginformationfields:

l ID
l Type
l Sub Type
l Owner

Tomanageusersandgroups,clickontheManage Userdialogicon, .

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l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickontheSearch

icon, .

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Replace >
ClickthisbuttontoreplacetheuserintheSelected Usersboxwiththeuserselectedinthe
Search Resultbox.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

Toentirelyremovetheserverobjectfromanassigneddocument,clickontheDeleteicon, .

Availability
OntheAvailabilitytab,thecontrolofthecurrent document,thatis,forexample,clientaccess,
downloadrestriction,andsessioncollaboration,canbemanaged.

AccessPoint
Access Method
ToenablewhichQlikViewclients,usedtoopenanddownloadthecurrent document,whichare
presentedthroughtheQlikViewAccessPoint,tickoneofthefollowingcheckboxes:

l IE Client,meaningtheMicrosoftInternetExplorerpluginclient.
l Mobile Client,meaningthevariousmobiledeviceapplications.
l Full Browser and Small Device Version,meaningtheAJAXclientandAJAXforSmall
Devices.
l Full Browser URL,touseotherhtmlpages,insteadofthedefault,fordisplayingthe
AJAXpages,enteravalidpathinthistextbox.

Small Devices always use the following URL: /QvAJAXZfc/mobile/opendoc.htm

User Privileges

DownloadDocument

Allowing documents to be downloaded gives users access to the document, which might be a
security risk.

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Tomanagetheauthorizationofthedownloadingofdocuments,thatis,allowinguserstodownloadthe
current documentandopenitintheQlikViewDesktop,tickthischeckbox,anddothefollowing:

UserType
Toselectthemethodformanagingusersandgroups,clickononeofthefollowingdrop-downlistoptions:

All Users,meaningthatallusersareauthorized(thatis,anonymousaccesstothefileisallowed).

The IQVS account controls file access when anonymous access is allowed. This means that
the IQVS account has to be provided with the correct file access. The account is by default
created as a local account in the QlikView installation. In a clustered environment, the IQVS
account must be created as a domain account, so that all nodes can access it.

All Authenticated Users,meaningthatanyauthenticateduserisauthorized.

Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingforusers
andgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryServiceConnector).

AddUsersandGroups
Tomanageusersandgroups,clickontheManage Usersdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickontheSearch

icon, .

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectalloftheusersandgroupsfromtheSelected Usersbox,clickonthisbutton.

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PrintandExporttoExcel

In QlikView 11, touch-based clients cannot export documents to Microsoft Excel.

Tomanagetheauthorizationoftheprintingandexportofdocuments,tickthischeckbox,anddothe
following:

UserType
Toselectthemethodformanagingusersandgroups,clickononeofthefollowingdrop-downlistoptions:

All Users,meaningthatallusersareauthorized(thatis,anonymousaccesstothefileisallowed).

The IQVS account controls file access when anonymous access is allowed. This means that
the IQVS account has to be provided with the correct file access. The account is by default
created as a local account in the QlikView installation. In a clustered environment, the IQVS
account must be created as a domain account, so that all nodes can access it.

All Authenticated Users,meaningthatanyauthenticateduserisauthorized.

Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingforusers
andgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryServiceConnector).

AddUsersandGroups
Tomanageusersandgroups,clickontheManage Usersdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickontheSearch

icon, .

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

l < Delete

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Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectalloftheusersandgroupsfromtheSelected Usersbox,clickonthisbutton.

SessionCollaboration
Toallowuserstoshareasessiononthecurrent document,tickthischeckbox.

Performance
OnthePerformancetab,thecontrolofthecurrent document,thatis,forexample,loadbalancing,
preloading,concurrentsessionaccess,andauditlogging,canbemanaged.

Sessions
Maximum Number of Concurrent Sessions
Tochooseamaximumnumberofconcurrentsessionstowardsthecurrent document,enterthedesired
numberinthistextbox.Anemptyfieldmeansnolimit.

Maximum Inactive Session Time


Usersessions,whichhavehadnoactivityduringaspecifiedtimelimit,canbeconfiguredtobeclosedbythe
QVS.Tosetthesessiontimeout,enterasuitablefigureinthistextbox.

The maximum inactive session time can also be set on a global level. The session time with
the lowest value takes precedence. If the session time entered in this text box is lower than the
global session time, the global session time is disregarded.

Ifleftemptyorsetto0meansnolimit.

Document Timeout
Opendocumentstakeupvaluablesystemresources(thatis,memoryspace,RAM,isallocated)andshould
notbeallowedtoremainopenwhennotinuse.However,ifadocumentisclosedtooquickly,theusersmay
getlongerdelaytimeswhenaccessingthedocument,becausetheserverhastoreopenit.Thisvaluecontrols
forhowlongadocumentwillbeallowedtobeunusedbeforetheQlikViewServer(QVS)closesthedocument
andreclaimstheresources.

Enable Audit Logging


Toenabletheauditlogfunctionality,tickthischeckbox.Todisabletheauditlogfunctionality,untickthis
checkbox.

DocumentControl
Ifthereismorethanoneserver,configurethefollowing:

Document Available
Toconfiguretheloadbalancing,thatis,onwhichnodesthecurrent documentistobeavailable,select
oneofthefollowingoptions:

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l Always on All Nodes,meaningavailabilityonallnodes.


l Preload
Tomakethecurrent documentquicklyaccessedatalltimes,bypreloadingitintothe
primarymemoryoftheserver,tickthischeckbox.Todisablethepreloadfunction,untickthis
checkbox.

Using the preload functionality will use memory resources also when no user is
accessing the document.

l Customize,meaningthattheavailabilitycanbecustomized.

Customize
IftheCustomizeoptionwasselectedintheDocument Availablefield,customizethefollowing:

Cluster Node
Presentsanautopopulatedlistofalloftheserversandclusters,includingallclusternodes,thatareselected
fordistribution.

Document Available
Toconfigurewhenthecurrent documentistobeavailable,selectoneofthefollowingdrop-downlist
options:

l Never,meaningthatthecurrent documentwillneverbeloadedonthenode.
l Always,meaningthatthedocumentwillalwaysbeavailabletobeloadedonthenode.

Preload
Tomakethecurrent documentquicklyaccessedatalltimes,bypreloadingitintotheprimarymemoryof
theserver,tickthischeckbox.Todisablethepreloadfunction,untickthischeckbox.

Using the preload functionality will use memory resources also when no user is accessing the
document.

This option is only available if the Always option in the Document Available field was
selected.

Authorization
OntheAuthorizationtab,theuserandgroupaccesstothecurrent documentcanbemanaged.
Onlyspecifiedusersareallowedtoaccessthecurrent document,utilizingtheQlikViewServer
(QVS)DocumentMetadataService(DMS)authorization.

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This tab is only available if DMS Authorization was selected as the authorization method
for this QVS.

UsersAuthorizedtoAccessDocument
Tocreateanentryformanagingtheaccessofthecurrent document,clickontheAddicon, ,tothe
rightinthepane.Configurethefollowingfields:

Access
Toconfigurewhenthecurrent documentistobeavailable,opentheAccessdialogbyclickingonthe
Editicon, ,andperformtheconfigurationforoneofthefollowingoptions:

l Always,meaningthatthecurrent documentwillalwaysbeavailable.
l Restricted,meaningthatthecurrent documentwillbeavailableasconfigured:
Week Days

Choosetheday(s)oftheweekforthedocumenttobeavailable,bytickingoneofthefollowingcheck
boxes:

l Monday
l Tuesday
l Wednesday
l Thursday
l Friday
l Saturday
l Sunday

If no day was chosen, the document will never be available.

From

Thedocumentwillbeavailablefromwhenthespecifiedtimeisreached.Toeditthisparameter,enter
thepreferredvalue,intheformathh:mm,inthistextbox.

Example:09:00.

Until

Thedocumentwillbeavailableuntilthespecifiedtimeisreached.Toeditthisparameter,enterthe
preferredvalue,intheformathh:mm,inthistextbox.

Defaultvalue:23:59.

UserType
Toconfiguretheaccessofthecurrent document,dothefollowing:

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Tomanagetheauthorizationofusersandgroups,selectoneofthefollowingdrop-downlistoptions:

All Users,meaningthatallusersareauthorized(thatis,anonymousaccesstothefileisallowed).

The IQVS account controls file access when anonymous access is allowed. This means that
the IQVS account has to be provided with the correct file access. The account is by default
created as a local account in the QlikView installation. In a clustered environment, the IQVS
account must be created as a domain account, so that all nodes can access it.

All Authenticated Users,meaningthatanyauthenticateduserisauthorized.

Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingforusers
andgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryServiceConnector).

UsersandGroups

This option is only available if Named Users was selected.

Tomanageusersandgroups,clickontheManage Usersdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickontheSearch

icon, .

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectalloftheusersandgroupsfromtheSelected Usersbox,clickonthisbutton.

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l Manual Input of User Names


Thisfieldisusedformanualinputofusernamesthatdonotexistinthespecifieddirectory.Ifthe
enteredusernameexistsinadirectoryintheDefault Scopedrop-downlist,theuserislistedin
theSelected Usersboxthenexttimethedialogislaunched.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

DocumentInformation
OntheDocument Informationtab,categoriesforthecurrent documentcanbeassigned,created,
edited,anddeleted.Categoriesareusedtobundledocumentsincontainers,tomakecategorizationeasier
fortheend-user.Thecategoriesareonlyvisibletotheend-userontheQlikViewAccessPoint.Each
documentcanonlybepartofonecategory.

General
SelectCategory
Toassignacategorytoadocument,selectoneoftheavailablecategories,presentedinthedrop-downlist.

Defaultvalue:Default.

OrTypeaNewCategory
Tocreateacategory,enteradescriptivenameinthistextbox.Thenewcategorywillbeavailableinthe
Select Categorydrop-downlist.ThecategoryispresentedontheQlikViewAccessPoint.

Categories can be reassigned, but cannot be deleted.

SourceDocument
Thenameofthesourcedocument.Toselectasourcedocument,enterthenameofitinthistextbox.

The source document name is not changed by a QlikView Server reload.

DocumentDescription
TocreateadocumentdescriptionthatisdisplayedinDocumentDetailsonQlikViewAccessPoint,entera
descriptioninthistextbox.

Attributes
Metadataattributescanbecreatedandassignedtoadocument.Theseattributesarearbitrarypairsofname
andvalue.Theyarenotsavedinthedocument,butinthemetadataoftheQlikViewServer,utilizingthe
QlikViewServerDocumentMetadataService(DMS)facility.Athird-partyapplicationcanreadandextract
theattributesfromthedatabase,usingtheqvpxprotocol.TheattributesarepresentedontheQlikView

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AccessPoint,inwhichtheyareusedtohelpfindingthecorrectdocument.Tocreateanattributeand
assignedvalueentry,tobestoredinthemetafile,clickontheAddicon, ,totherightinthepane,and
configurethefollowingfields:

Name
Toconfigureametadataattributename,enteradescriptivenameinthistextbox.

Value
ToassignavaluetothemetaattributenameintheNamefield,enterthevalueinthistextbox.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

Reload
OntheReloadtab,thecurrent documentcanbescheduledtobereloaded.

This tab is just available when running only the QlikView Server, that is, not running the
QlikView Publisher (QVP).

Unsafe macros are not allowed on reload tasks.

ReloadSchedule
Enabled
Toenablethereloadfunction,configuredonthistab,tickthischeckbox.Todisablethereloadfunction,
untickthischeckbox.

Recurrence
Chooseascheduleforthereloadfunction,byclickingononeofthefollowingoptions:

l None,meaningthatnoreloadisperformed.
l Hourly
l Daily
l Weekly
l Monthly
l Continuously,meaningthatthereloadisperformedallthetime,thatisitisstartedandwhen
executed,itisstartedagain,andsoon.
l OnEventfromAnotherTask
l OnanExternalEvent

All time specifications must be in the 24-hour format.

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Hourly
Every
Chooseatimeintervalforthereloadfunctiontostart,byenteringthedesirednumberintheHoursand
Minutestextboxes.

Start
Enterthedateandtimeoftheinitialstartofthereloadfunctioninthistextbox,byusingthefollowingformat:
yyyy-mm-dd hh:mm:ss.

Example:

2011-12-31 23:59:59

Daily
Every
Chooseatimeintervalandthetimeoftheinitialstartforthereloadfunctiontostart,byenteringthedesired
numberintheDaytextbox,andinthetimeintheTimetextbox,thelatterbyusingthefollowingformat:
hh:mm.

Weekly

Selectthedayoftheweekforthereloadfunctiontostart,inthedrop-downlist:

l Sunday
l Monday
l Tuesday
l Wednesday
l Thursday
l Friday
l Saturday

Also,choosethetimeoftheinitialstartforthereloadfunctiontostart,byenteringthetimeintheTimetext
box,byusingthefollowingformat:hh:mm.

Monthly
Selectthenumberofdayofeverymonth(havingthatnumberofday),forthereloadfunctiontostart,inthe
drop-downlist:

l 1,2,3...31,andLast Day,whereeachvaluerepresentsthatdayofeverymonths.

Also,enterthetimeforthereloadfunctiontostart,inthistextbox,byusingthefollowingformat:hh:mm.

OnEventfromAnotherTask
Thereloadfunctioncanbeconfiguredtobestartedontheeventfromanothertask.Thefollowing
configurationoptionsareavailable:

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Start on
Chooseastartevent,byclickingononeofthefollowingoptionsinthedrop-downlist:

l Successful,meaningthattheexecutionofthetaskwassuccessful.
l Failed,meaningthattheexecutionofthetaskfailed.

Completion of
Chooseastarttask,byclickingononeoftheoptionsinthedrop-downlist.

OnanExternalEvent
Thereloadfunctioncanbeconfiguredtobestartedonanexternalevent,thatis,anoutsidecomponent,
makingaQlikViewManagementService(QMS)APIcall.Thefollowingconfigurationoptionsareavailable:

Password
Thispasswordisusedtoaccessthetaskandreleasethetrigger.Theexternaleventhastoknowthe
password.Toenableanexternaleventtoreleasethetriggerofthetask,enterapasswordinthistextbox.

TimeoutSeconds
Tochooseatimelimitforthereloadfunctiontoexecute,enterthedesirednumberinthistextbox.

Defaultvalue:21600,meaning6hours.

If the document is not reloaded within this timeout, the process will be terminated and the old
data is kept in the document.

Dependency
Whenareloadthathasadependencyisabouttobeexecuted,thestatusofthisdependencywillfirstbe
checked,andifthestatusis'failed',thecurrentreloadwillnotbeexecuted.Selectadependencyinthedrop-
downlist.

DataProtection
Section Access
Bydefault,thereloadwillbeperformedastheuserunderwhichtheQlikViewDistributionService(QDS)is
running.TheSection Accesssettingallowstheuseofanotheruserwhenperformingthereload.Toby-
passthedefaultsetting,tickthischeckboxandenterthedesireduserandpasswordintheUser Nameand
Passwordtextboxes.Tousethedefaultsetting,untickthischeckbox.

The default setting may have to be redefined.

User Name
Toconfiguretheusername,enterthedesiredcredentialsinthistextbox.

Password
Toconfigurethepassword,enterthedesiredcredentialsinthistextbox.

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ReloadNow
Toexecutethereloadimmediately,clickonthisbutton.

DocumentCALs
OntheDocument CALstab,theassignmentofdocumentClientAccessLicenses(CALs)touserscanbe
managed.

This tab is only available if document CALs are included in the QlikView Server license.

Assigning of a CAL does not imply access to the document.

Summary
PresentsthefollowingdocumentCALinformation:

l Document CALs Available on Server,meaningthenumberofdocumentCALsthatthe


currentlicensecontains.
l Document CALs Not Allocated on Server,meaningthenumberofdocumentCALsthat
arenotyetallocatedtoanydocument.
l Document CALs Allocated to this Document,meaningthenumberofdocumentCALs
allocatedtothecurrentdocument.
l Document CALs Embedded in Document,meaningthenumberofdocumentCALswithinthe
currentdocument,whichareassignedtousers.
l Document CALs Assigned to Users,meaningthenumberofdocumentCALsthatare
alreadyembeddedinthecurrentdocument.

DocumentCALs
NumberofCALsAllocatedtothisDocument
ThenumberofdocumentCALsthatshouldbeallocatedtothecurrentdocument.Bydefault,thisvalueisset
to'0'(zero).Tochangethevalue,enterthedesiredvalueinthistextbox.Toresetthevaluetozeroagain,
enter'0'(zero)inthetextbox.

AllowDynamicCALAssignment
Ifthisoptionisused,anewdocumentCALwillautomaticallybegrantedtoauserconnectingtothisQlikView
Serverforthefirsttime,aslongasthereareavailabledocumentCALstoassign.ToallowtheQlikView
ServertoassignCALstoanyuserthatopensthedocument,tickthischeckbox.TodenytheQlikViewServer
toassignCALstoanyuserthatopensthedocument,untickthischeckbox.

AssignedUsers
PresentstheassignmentofdocumentCALstousersinalist.DocumentCALscanbeassignedtousers
eitherautomatically,see'AllowDynamicCALAssignment',ormanually.Tomanuallyassignthecurrent
documentCALstoauser,dothefollowing:

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Tomanageusers,clickontheManage Usersdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users

Enterthedesiredsearchterm(s)inthistextbox,tofindauser,andclickontheSearchicon, .

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddauser,clickonitintheSearch Resultboxandclickonthisbutton.Severalitemscanbe
addedatthesametime.

l Selected Users
Thisboxpresentstheselectedusers.

l < Delete
Todeselectauser,clickonitintheSelected Usersboxandclickonthisbutton.Severalitems
canbedeselectedatthesametime.

l << Delete All


Todeselectalloftheusersf romtheSelected Usersbox,clickonthisbutton.

l Manual Input of User Names


Thisfieldisusedformanualinputofusernamesthatdonotexistinthespecifieddirectory.Ifthe
enteredusernameexistsinadirectoryintheDefault Scopedrop-downlist,theuserislistedin
theSelected Usersboxthenexttimethedialogislaunched.

Name
PresentsalistofthenamesofalluserscurrentlyholdingadocumentCALonthecurrentdocument.Auser
canrepresentanauthenticatedUser NameoraMachine Name.

Last Used (UTC)


Thetimestamp(UTC)fromthelastserveractivityofeachuser.

Quarantined Until (UTC)


IfaCAL-to-userassociationhasnotbeeninuseforthelast7days,itwillbedeletedimmediately.IfaCAL-
to-userassociationiscurrentlybeingusedorhasrecentlybeenused,itwillbemarkedfordeletion,which
meansthatnewuseraccesssessionsthroughthisCALarenotallowed.However,theCAL-to-user
associationwillstilloccupyanallocatedCALuntilthisquarantineperiodhaspassed.

Restore
BeforethattheQuarantined Until (UTC)timestamphaspassed,aCAL-to-userassociationcanbe

undeleted,byclickingontheRestoreicon, .

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Delete
WhentheQuarantined Until (UTC)timestamphaspassed,aCAL-to-userassociationcanbe
removedmanually.ToentirelyremoveaCAL-to-userassociationfromthelist,thusfreeingadocumentCAL,
clickontheDeleteicon, .

The CAL-to-user association is formally deleted after the expiration time.

The CAL will not be available for 7 days.

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5 Users
TheUserstabcontainsthefollowingpages:

l UserManagement,wheretheCALs,serverobjects,groups,documents,anddistributionsofusers
canbemanaged.
l SectionAccessManagement,wherethet ablesforsectionaccesscanbeconfigured.

TheUsersandSystemtabsareonlyavailableforQlikViewAdministrators,andnotforQlikViewPublisher
DocumentAdministrators.

5.1 UserManagement
OntheUser Managementpage,alloftheusersintheQlikViewServer(QVS)andQlikViewPublisher
(QVP)systemscanviewedandmanaged,fortheobjectsinthefollowingtabs:

l CALs
l ServerObjects
l Groups
l Documents
l Distributions

SearchUser
Tosearchforauser,dothefollowing:

l User
Enterthedesiredsearchterm(s)tofindtheusername,inthistextbox,andclickontheSearchicon,

,toinitiatethesearch.

l Search in
Torestricttheboundaryinwhichtosearchforauser,selectoneofthedirectories,orAll
Directoriesinthedrop-downlist.

l Search Result
Theresultofthesearchispresentedintheleftpane,listingthename(s),User,andthelocation(s),
Path,oftheuser(s).

ViewandManageUser
Toviewandmanagethesettingsofauser,inanyofthetabstotheright,clickontheuserintheleftpane.

CALs
OntheCALstab,informationaboutusersassignedtoClientAccessLicenses(CALs),onserversorinuser
documents,canbeviewedandremoved.AlloftheCAL-to-userassociationsarepresentedinthelist.

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This tab is only available if there are document CALs assigned to the current user.

The information presented in this tab is depending on the selection in the left pane.

Functions
UserName
Presentsthenameofthecurrentuser,includingthepath.Ausercanrepresentanauthenticatedusername
oramachinename.

Type
PresentsthetypeofCALofthecurrentuser.Thepossiblevaluesarethefollowing:

l Document CAL
l Named CAL

LastUsed(UTC)
Thetimestamp(UTC)fromthelastserveractivityofthecurrentuser.

Expiration(UTC)
IfaCAL-to-userassociationhasnotbeeninuseforthelast7days,itwillbedeletedimmediately.IfaCAL-
to-userassociationiscurrentlybeingusedorhasrecentlybeenused,itwillbemarkedfordeletion,which
meansthatnewuseraccesssessionsthroughthisCALarenotallowed.However,theCAL-to-user
associationwillstilloccupyanallocatedCALuntilthisquarantineperiodhaspassed.

Source
Presentsthenameoftheserveroruserdocument,towhichtheCALisassigned.

Delete
WhentheQuarantined Until (UTC)timestamphaspassed,aCAL-to-userassociationcanbe
removedmanually.ToentirelyremoveaCAL-to-userassociationfromthelist,thusfreeingadocumentCAL,
clickontheDeleteicon, .

The CAL-to-user association is formally deleted after the expiration time.

The CAL will not be available for 7 days.

UndoDelete
BeforetheQuarantined Until (UTC)timestamphaspassed,aCAL-to-userassociationcanbe

undeleted,byclickingontheUndo Deleteicon, .

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ServerObjects
OntheServer Objectstab,alltheserverobjectsthatareownedbyausercanbeviewedandremoved.

This tab is only available if there are document CALs assigned to the current user.

The information presented in this tab is depending on the selection in the left pane.

ID
PresentstheIDoftheserverobject.

ObjectType
Presentsthetypeoftheserverobject.

Shared
Indicateswhethertheserverobjectisshared,ornot.

DocumentName
Presentsthenameofthedocumentinwhichtheserverobjectreside.

Owner
Presentsthenameoftheowneroftheserverobject.Ausercanrepresentanauthenticatedusernameora
machinename.

ManageUser
Toreassigntheownershipofaserverobject,enterthenameandthepathoftheuserinthetextfield,ordo
thefollowing:

Tomanageusersandgroups,clickontheManage Userdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickontheSearch

icon, .

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >

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Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectalloftheusersandgroupsfromtheSelected Usersbox,clickonthisbutton.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

UndoDelete
Toundeleteapreviouslydeletedserverobject,clickontheUndo Deleteicon, .

NumberofEntries
Presentsthenumberofconfiguredentriesinthecurrentsectionaccesstable.Selectthenumberofentriesto
bepresentedoneachpage,inthedrop-downlist:

l 10 per page
l 20 per page
l 50 per page
l 100 per page

Groups
OntheGroupstab,allofthegroupsthatauserisamemberofarepresented.

The information presented in this tab is depending on the selection in the left pane.

GroupName
Theleftpanepresentsanydirectorygroupname(s),inwhichthecurrentuserisamember.

GroupName
TherightpanepresentstheexistingQlikViewgroupnames.Aticked, ,groupnameindicatesthatthe
currentuserisamemberofthatgroup.

Documents
OntheDocumenttab,alloftheuserdocumentsandthesourcedocumentsthatauserhasaccesstoare
presented.

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The information presented in this tab is depending on the selection in the left pane.

UserDocumentName
Theleftpanepresentsthenamesoftheuserdocumentstowhichthecurrentuserhasaccess.

SourceDocumentName
Therightpanepresentsthenamesofthesourcedocumentstowhichthecurrentuserhasaccess.

Distributions
OntheDistributionstab,allofthedistributions,forwhichthecurrentuserisarecipient,arepresented.
Also,thetasksettingscanbeedited.

The information presented in this tab is depending on the selection in the left pane.

TaskName
Toeditatask,clickonthetaskname.

Match
Presentsthematchingcriterion,filteringthecurrentuserintothedistributionlist.Possiblevaluesarethe
following:

All Users,meaningthatallusersareauthorized(thatis,anonymousaccesstothefileisallowed).

The IQVS account controls file access when anonymous access is allowed. This means that
the IQVS account has to be provided with the correct file access. The account is by default
created as a local account in the QlikView installation. In a clustered environment, the IQVS
account must be created as a domain account, so that all nodes can access it.

All Authenticated Users,meaningthatanyauthenticateduserisauthorized.

Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingforusers
andgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryServiceConnector).

Distributions
Presentstheserveravailablefordocumentdistribution.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

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A configured entry can only be deleted by the user if the user is an explicit recipient to the
distribution, but not if the user belongs to a group that is configured as a recipient.

UserManagementSearchFunctions
InthesearchfieldoftheManage Usersdialog,thefollowingapply:

l SearchesintheMicrosoft Active Directoryareperformedontheaccountnames,


sAMAccountName(theloginname)andname(theentireaccountname),only.

Example: sAMAccountName

jsmith

Example: name

John Smith

l Theasteriskoperator,'*',meaning'matchofanycharacter(s)',issupported.
l Theseparatoroperator,';'(semicolon),meaningthatseveralsearchcriteriacanbestatedatthesame
time,issupported.

Example:

jsmith*;wjones*willsearchforaccountnamesmatchingjsmith*orwjones*.

l Searchesarenotcasesensitive,meaningthatupperandlowercasecharactersaretreatedasifthey
werethesame.
l Searchescanbelimitedwithinaspecificdirectoryserviceprovider,bystatingaqualifier.

Example 1:

<domain_name>\jsmith*willsearchforaccountnamesmatchingjsmith*inthedirectory
<domain_name>,only.

Example 2:

<computer_name>\jsmith*willsearchforlocalaccountnamesmatchingjsmith*onthelocal
<computer_name>,only.

Example 3:

custom\jsmithwillsearchforaccountnamesmatchingjsmithincustom users,only.

Example 4:

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5 Users

jsmith*willsearchforaccountnamesmatchingjsmith*inanyconfigureddirectoryservice
provider.

5.2 SectionAccessManagement
OntheSection Access Managementpage,alltheavailabletablesforsectionaccessarelistedina
treeviewintheleftpane.ThesetablesactasacentralrepositoryforsectionaccesstablestouseinQlikView
documents.Theactualuseofthesetablesisdefinedintheloadscriptofthedocument.

Sectionaccessissimilartoreduction,butisdonebytheQlikViewServerwhenauseraccessesthe
document.Thechoicebetweensectionaccessandstaticreductionisaquestionofperformanceandmemory
usage.WhenQlikViewPublisheropensasectionaccessprotectedQlikViewfile,thefileisreducedbasedon
thereductionvalues.

Reduction based on Section Access may cause unwanted results in the distributed documents
and should be used with caution.

SectionAccessTables
SectionAccessTableURL
Inordertouseallofthedefinedsectionaccesstables,addthepresentedpath(URL)totheloadscriptinthe
QlikViewScript Editor.

Add
Tocreateatableentry,clickontheAddicon, ,totherightinthepane,andenteradescriptivenameinthe
newtextbox.Thenewtablewillbeavailableinthetreeviewintheleftpane.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

ManageSectionAccessTables
Toviewandmanagethesettingsofanexistingsectionaccesstable,intherightpane,clickonthetablein
thetreeviewintheleftpane.Forexample,clickonthepredefinedtablenameddefault.

AllowedUsers...
ThecurrentsectionaccesstableURLcanbeconfigured,sothatonlyspecificuserscanuseit.

Members of the Administrators group always have access to the section access table.

Tomanageusersandgroups,clickonthisbutton.

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l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickontheSearch

icon, .

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectalloftheusersandgroupsfromtheSelected Usersbox,clickonthisbutton.

SearchforUsersin
Inthedrop-downlist,selectthedirectoryserviceconnector,inwhichtosearchforusersandgroupsusingthe
Allowed Users...function.Thisalsoappliestothesectionaccesstablesbelow(ColumnUserwiththe
clickableiconthatbringsupManageUsers).

EditColumns...
IntheEdit Table Columnsdialogcolumnscanbeaddedto,orremovedfrom,thecurrentsection
accesstable.TheavailabletablecolumnsarelistedinTableColumns.

Toopenthedialog,clickonthisbutton.

l QlikView Column
ThislistcontainsallthepossiblereservedcolumnsinaQlikViewsectionaccesstable.Toviewan
explanationofacolumn,clickonit.Theexplanationispresentedbetweentheleftavailable
columnslistandtherightchosen columnslist.

l Add Column (upper)


Toaddareservedcolumntothecurrentsectionaccesstable,clickonthecolumnandclickonthis
button.Thecolumnismovedfromtheleftavailable columnslisttotherightchosen
columnslist.

l Type Column

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Toaddacustomcolumntothecurrentsectionaccesstable,enteranameinthistextboxandclick
ontheAdd Column (lower)button.

l Add Column (lower)


Toaddthecustomcolumntothecurrentsectionaccesstable,clickonthisbutton.Thenewcolumn
isaddedtotherightchosen columnslist.

l Promote
Tomoveacolumntotheleft,withinthecurrentsectionaccesstable,clickonthecolumnintheright
chosen columnslistandclickonthePromoteicon, ,asmanytimesasneeded.Thecolumn
willbemovedupwardsintherightchosen columnslistandtotheleftinthecurrentsectionaccess
table.

l Demote
Tomoveacolumntotheright,withinthecurrentsectionaccesstable,clickonthecolumnintheright

chosen columnslistandclickontheDemoteicon, ,asmanytimesasneeded.Thecolumn


willbemoveddownwardsintherightchosen columnslistandtotherightinthecurrentsection
accesstable.

l Remove Column
Toentirelyremoveacolumnfromthecurrentsectionaccesstable,clickonthecolumnandclickon
thisbutton.Reservedcolumnsaremovedfromtherightchosen columnslisttotheleft
available columnslist,whilstcustomcolumnsaredeleted.

TableColumns
Thefollowingtablecolumnsareavailable:

l ACCESS,afieldthatdefineswhataccessthecorrespondingusershouldhave.Thefollowingoptions
areavailableinthedrop-downlist:
l ADMIN
l USER
l NTNAME,afieldthatshouldcontainastringcorrespondingtoaWindowsNTdomainusernameor
groupname.Inthisfiled,usersandgroupsaregivenaccesstothedocumentsdistributedbythe
sectionaccessfunctionality.TheQlikViewServerwillfetchthelogoninformationfromtheoperative
systemandcompareittothevalueinthisfield.Tomanageusersandgroups,eitherenteravalid
stringinthisfield,ordothefollowing:
Tomanageusersandgroups,clickontheManage Usersdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickonthe

Searchicon, .

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l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.
Severalitemscanbeaddedatthesametime.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectalloftheusersandgroupsfromtheSelected Usersbox,clickonthis
button.

l NTSID,afieldthatshouldcontainaWindowsNTSID.TheQlikViewServerwillfetchthelogon
informationfromtheoperativesystemandcompareittothevalueinthisfield.

Example:

S-1-5-21-125976590-467238106-1092489882-1378

l NTDOMAINSID,afieldthatshouldcontainastringcorrespondingtoaWindowsNTDomainSID.
l SERIAL,afieldthatshouldcontainanumbercorrespondingtotheQlikViewserialnumber.The
QlikViewServerwillchecktheserialnumberoftheuserandcompareittothevalueinthisfield.

Example:

4900 2394 7113 7304

l USERID,afieldthatshouldcontainanaccepteduserID.TheQlikViewServerwillpromptforauser
IDandcompareittothevalueinthisfield.ThisuserIDisnotthesameastheWindowsuserID.
l PASSWORD,afieldthatshouldcontainanacceptedpassword.TheQlikViewServerwillpromptfora
passwordandcompareittothevalueinthisfield.ThispasswordisnotthesameastheWindows
password.
l OMIT,afieldthatshouldcontainthefieldthatshouldbeomittedforthisspecificuser.Wildcardsmay
beusedandthefieldmaybeempty.Afacilewayofdoingthisistouseasubfield.

Do not apply OMIT on key fields, since this changes the underlying data structure and may
create logical islands and calculation inconsistencies.

l Custom,acustomfielddefinedasdesired.

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ImportTableData...
Thecontentsofatabseparatedfilecanbepastedintothecurrentsectionaccesstable.ToopentheImport
dialog,clickonthisbutton.

l Paste Tab Separated File Below:


Enterthetabseparatedfilecontentsinthistextbox.

l Treat First Row as Column Names


Ifthefirstrowofthetabseparatedfileismadeupof,forexample,columnnames,thisrowshouldnot
beimported.Toexcludethefirstrowfrombeingimported,tickthischeckbox.Toincludethefirstrow
tobeingimported,untickthischeckbox.

l Clear Table Data


Iftheimporteddataistoreplacethepossiblyalreadyexistingdatainthecurrentsectionaccesstable,
tickthischeckbox.Iftheimporteddataistobeappendedintothecurrentsectionaccesstable,untick
thischeckbox.

Search
Tofilterthelistofentriesforthecurrentsectionaccesstable,enterthedesiredterm(s)tosearchforinall

columnsinthistextfield,andclickontheSearchicon, ,toinitiatethesearchandfiltering.

Add
Tocreateatablerowentryinthecurrenttable,clickontheAddicon, ,totheleftinthetableheader.The
newentrywillbeaddedlastinthetable.

CopyandPaste
Tocopyatablerowentryinthecurrenttable,clickontheAdd Rowicon, ,inthetablerowtobecopied.
Thenewentrywillbeaddedjustunderthecopiedentryinthetable.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

NumberofEntries
Presentsthenumberofconfiguredentriesinthecurrentsectionaccesstable.Selectthenumberofentriesto
bepresentedoneachpage,inthedrop-downlist:

l 10 per page
l 20 per page
l 50 per page
l 100 per page

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6 System
TheSystemtabcontainsthefollowingpages:

l Setup
l Licenses
l About
l SupportingTasks

Onthesepages,allthesettingsofthevariousservicesintheQlikViewServer(QVS)andtheQlikView
Publisher(QVP)canbemanaged.

TheUsersandSystemtabsareonlyavailableforQlikViewAdministrators,andnotforQlikViewPublisher
DocumentAdministrators.

6.1 Setup
TheSetuppagecontainsthefollowingfolders:

l ManagementService,wheretheQlikViewManagementService,communicatingwithallservicesand
hostingtheQMCGraphicalUserInterface(GUI),canbeviewedandmanaged.
l QlikViewServers,wherethehostingoftheuserdocumentscanbemanaged.
l DistributionServices,wheretheQlikViewDistributionService(QDS)settingscanbemanaged.
l DirectoryServiceConnectors,whereuserinformationfromvarioussourcescanbemonitored.
l DirectoryServiceProviders,wheretheconfigurationofthedirectoryservicescanbemanaged.
l QlikViewWebServers,wherethewebserversforAJAXwebpages,thehostingoftheQlikView
AccessPoint,andtheloadbalancingoftheQlikViewServer,canbemanaged.
l RemoteManagementServices,wheretaskscanbeimportedfromremoteservermanagement
services.
l MailServer,wherethealertanddistributione-mailservicecanbemanaged.

Clickoneachfolderlabelformoreinformation.

ManagementService
IntheManagement Servicefolder,thecentralcoordinatingcomponentintheQlikViewPublisher(QVP)
canbemanaged.TheManagementServiceisresponsibleformaintainingtheQlikViewPublisherRepository
(QVPR),keepstrackofthevariouscomponents,communicateswithallservices,andhoststheQMC
GraphicalUserInterface(GUI).AQVPinstallationhasonlyoneManagementService.

TheManagement Servicefoldercontainsthefollowingtabs:

l Summary,wheretheaddressoftheManagementServicecanbeviewed.
l General,wherethelevelofloggingoftheManagementServicecanbemanaged.
l Repository,wheretheQlikViewPublisherRepository(QVPR),thatis,thedatabasecontainingthe

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taskinformation,canbemanaged.
l Auditing,wheretheusertrackingofchangesontasksandsettingsinthesystemcanbeviewed.

Summary
OntheSummarytab,theaddressusedtoconnecttotheAPIoftheManagementServiceispresented.

ClickthelinktoshowtheWebServicesDescriptionLanguage(WSDL)fortheAPI.

General
OntheGeneraltab,thelevelofloggingoftheManagementServicecanbemanaged.

Location
URL
PresentstheURLoftheManagementService.

Example:

http://<mycomputer>:4799/QMS

LoggingLevel
Thelogleveloftheservice.Selectoneofthefollowingoptions:

l No Logging
l Normal Logging
l Debug Logging

The debug logging level might cause heavy load on the system.

Repository
OntheRepositorytab,thenameofthedatabasetouseasrepositoryfortheQlikViewPublisher(QVP)
canbeset.Ifthedatabasedoesnotexist,itwillbecreated.TheQlikViewPublisherRepository(QVPR),is
thedatabasecontainingtheinformationabouteveryQVPtask.TherepositorycanbeeitherXMLbasedor
storedonaMicrosoftSQLServer.

This tab is only available if a valid QlikView Publisher (QVP) license was installed.

ChoiceofRepositoryType
Oneofthefollowingoptionscanbechosen:

l XML Repository
l Microsoft SQL Server

Dependingonthechosenrepositorytype,thesettingsavailableontheRepositorytabwillchange.

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SettingsforXMLRepository
Database
ThenameoftheXMLrepository.

Optional Base Path


ThepathtothefolderwheretheXMLrepositoryistobecreated.

If this path contains a database with the same name, the data will be overwritten.

Migrate Data From Current Repository


Whencreatingadatabase,itispossibletomovethedatafrom,forexample,acompanydatabasetothenew
one.TomigratedatafromthecurrentQVPRrepositorytoanewpath,tickthischeckbox.Tonotmigrateany
data,untickthischeckbox.

If the destination repository contains data, it will be overwritten. Please make a backup before
continuing. If creating a database, the old one can be migrated, or the database will be empty
from start.

BackupSettings
Schedule
Itispossibletoconfigureascheduledbackupoftherepository.Oneofthefollowingoptionscanbechosen:

l Never,meaningthatnobackupisperformed.
l Daily at,meaningthatabackupisperformedeverydayatasettime.
l Every,meaningthatabackupisperformedataninterval;eachsetminutes.

Thebackupissavedasa.zipfile,namedusingthetimestampofthefilecreation.

Optional Backup Path


Tochangethepathtothebackup.zipfile,enteravalidpathinthisfield.Bydefault,the.zipfileissavedto
thesamepathastherepository.

Backup Now
Tocreateabackupimmediately,clickontheBackup Nowbutton.

SettingsforMicrosoftSQLServerRepository
Get Servers
TochooseaserverfromalistofMicrosoftSQLServersthatareavailableonthenetwork,clickonthisbutton.

Server
ThechosenMicrosoftSQLServername.

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Port
Theportnumberofthecommunication.

Connection Model
TheprotocolthatshouldbeusedforthecommunicationwiththeMicrosoftSQLServer.

Connect Using
Selecttheauthenticationmethod.Oneofthefollowingoptionscanbechosen:

l Management Service User (Windows authentication),meaningthattheWindows


user,underwhichtheservicerun,isused.
l SQL Server Authentication

Database
ThenameofthedatabaseontheMicrosoftSQLServer.Ifthisfieldissettothenameofanalreadyexisting
QVPdatabase,thedataintheexistingdatabasewillbeupdated.

Migrate Data from Current Repository


Whencreatingadatabase,itispossibletomovethedatafrom,forexample,acompanydatabasetothenew
one.TomigratethedatafromthecurrentQVPRrepositorytoanewpath,tickthischeckbox.Tonotmigrate
anydata,untickthischeckbox.

If the destination repository contains data, it will be overwritten. Please make a backup before
continuing. If creating a database, the old one can be migrated, or the database will be empty
from start.

Auditing
OntheAuditingtab,itispossibletomanagethesettingsofthetrackingofchangesontasksandsettings
madebyusersinthesystem.Theauditlogstoresinformationabouttheusers,thechanges,andthetime
stamp.

Enabled
Thischeckboxindicateswhethertheauditloggingisturnedon(ticked)oroff(unticked).

It is not possible to enable the audit logging on this tab, but auditing must be turned on in the
Management Service configuration file, QVManagementService.exe.config, found in the
directory C:\Program Files\QlikView\Management Service. Changing any of the parameter
values requires a restart of the QlikView Management Service (QMS).

AuditFiles
Folder
Thefullabsolutepathfortheauditlogs.

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Days to Keep Audit Logs


Thenumberofdaysthattheauditlogsaresaved.Logsolderthanthissettingareoverwrittenbynewlogs.

QlikViewServers
IntheQlikView Serversfolder,theQlikViewServer(QVS)cluster(s)hostingtheuserdocumentscanbe
viewed,added,edited,anddeleted.

A cluster might include one or more nodes.

Functions
Add
TocreateaQVSclusterentry,clickontheAddicon, ,totherightinthepane,andentertheURLinthe
newtextbox.Thenewentrywillbeavailableinthetreeviewintheleftpane.

Example:

qvp://<mycomputer>/

Edit
ToconfigureaQlikViewServerclusterentry,clickontheEditicon, ,orclickontheentryinthetreeview.
Intherightpane,thefollowingtabsarepresented:

l General
l Folders
l Documents
l Performance
l Logging
l Security
l FolderAccess
l Login

Clickoneachtablabelformoreinformation.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

View
TovieworconfigurethesettingsofaQlikViewServercluster,intherightpane,clickontheentryinthetree
view.Eachentrycontainsthefollowingtabs:

l General
l Folders

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l Documents
l Performance
l Logging
l Security
l FolderAccess
l Login

Clickoneachtablabelformoreinformation.

General
OntheGeneraltab,thesettingsofthecurrentQlikViewServer(QVS)clustercanbemanaged.

Cluster
Name
ThenameoftheQlikViewServercluster.Toeditthename,enteranameinthistextbox.

Serial Number
PresentstheserialnumberoftheQlikViewServersoftwarelicense.

Control
TosetupaQlikViewServercluster,enterthecontrolnumberfortheQlikViewServersoftwarelicenseinthis
textbox.

Add
Toaddaclusternodeentry,clickontheAddicon, ,totherightinthepane,andconfigurethefollowing
newtextboxes:

l URL
EnterthepathtothesecondQlikViewServerinthistextbox.

Example:

qvp://<mycomputer>/

l Link Machine Name


IftheQlikViewServerclusterisnotexposedexternallywiththesamenameasisusedinternally,an
externalnamemustbeenteredinthistextbox.ThisistoenableQlikViewdocumentsintheMicrosoft
InternetExplorerplugin.Tomimicthebehaviorofversion8.5,itispossibletoenter
(FromRequest)(includingtheparenthesis)inthistextbox.Thenameexposedexternallywillthen
bethesameastheURLthattheclientusestoconnecttotheQlikViewAccessPoint,thatis,the
settingistakenfromtherequestcomingfromtheclient.

If this text box is left empty, the name exposed for the clients will be the computer name
of the QlikView Server.

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Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

Folders
OntheFolderstab,thepathstothedocumentsandtemporaryfilesforclusteringandloadbalancing,can
beconfigured.

The root folder for the user documents in the QlikView Server (QVS) and the source folder for
the source documents in the QlikView Distribution Service (QDS) should never use the same
folder path.

DocumentFolders

RootFolder
ThepathtothedocumentsthataretobeaccessedthroughtheQlikViewServerhastobeconfigured.This
pathwilltypicallyreflectthedefaultdocumentlocation.Documentsmayalsoresideinsubfoldersofthis
folder.TheMicrosoftWindowsfilesecurityappliesforalluseraccesstodocumentfoldersandfiles,unless
usingtheQlikViewServerDocumentMetadataService(DMS)Authorizationmode.

Thedefaultlocationafterinstallationmaydifferdependingontheoperatingsystem.

Defaultvalue:C:\ProgramData\QlikTech\Documents.

Toselectafolder,enterthevalidandabsolutepathinthistextbox,orclickontheBrowseicon, ,and
choosethefolderintheChoose Folderdialog.

Valid value(s) must be entered, which might be indicated with a red asterisk and a tool-tip
error message.

MountedFolders
ItisalsopossibletospecifyMounted Folders.Suchafoldermaycontainsubfolderstoanylevel.

Add
Toaddamountedfolder,clickontheAddicon, ,totherightinthepane,andconfigurethefollowingtext
boxes:

l Name
Enteradescriptivenameofthefolder.

l Path

Toselectafolder,enterthevalidandabsolutepathinthistextbox,orclickontheBrowseicon, ,
andchoosethefolderintheChoose Folderdialog.

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Validvalue(s)mustbeentered,whichmightbeindicatedwitharedasteriskandatool-tiperror
message.

l Browsable
Tomakethefolder,andthecontentsofit,browsablefromtheOpen in Serverdialoginthe
QlikViewDesktop,tickthischeckbox.Todisablethebrowsefunction,untickthischeckbox.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

SystemFolders
Alternate Temporary Files Folder Path
IfclusteringorloadbalancingisusedfortheQlikViewServer,analternatepathfortemporaryfileshastobe
configured.ThispathmustbereachablebyallQlikViewServersinthecluster.

Toselectafolder,enterthevalidandabsolutepathinthistextbox,orclickontheBrowseicon, ,and
choosethefolderintheChoose Folderdialog.

Alternate Extensions Path


Enterthepathof,orbrowseto,thedirectorywhereyourQlikViewExtensionsarelocated.

Documents
OntheDocumentstab,thesettingsfordocumentcontrolcanbemanaged.

Server
Document Timeout
Opendocumentstakeupvaluablesystemresources(thatis,memoryspace,RAM,isallocated)andshould
notbeallowedtoremainopenwhennotinuse.However,ifadocumentisclosedtooquickly,theusersmay
getlongerdelaytimeswhenaccessingthedocument,becausetheserverhastoreopenit.Thisvaluecontrols
forhowlongadocumentwillbeallowedtobeunusedbeforetheQlikViewServer(QVS)closesthedocument
andreclaimstheresources.

Defaultvalue:480minutes.

Allow Document Download

Allowing documents to be downloaded gives users access to the document, which might be a
security risk.

DocumentscanbeallowedtobedownloadedbyclientsthroughtheQlikViewAccessPoint.Toallow
documentstobedownloaded,tickthischeckbox.Todenydocumentstobedownloaded,untickthischeck
box.

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Allow Document Upload


NeworupdateddocumentscanbeallowedtobeuploadedtotheQlikViewServerthroughtheQlikView
DistributionService(QDS)intheQlikViewPublisher(QVP).Forthisuploadfunctiontowork,theQlikView
ServerisrequiredtobedefinedasaresourceintheQVP.And,ifusingtheQVP,thisuploadfunctionhasto
beallowed.ToallowdocumentstobeuploadedtotheQlikViewServerthroughtheQDS,tickthischeckbox.
TodenydocumentstobeuploadedtotheQlikViewServerthroughtheQDS,untickthischeckbox.

Denying documents to be uploaded will stop all distributions from working.

Allow Only One Copy of Document in Memory


Iftherearechangestoadocument,forexample,areloadoralayoutchange,theQVScanbeconfiguredto
doeitherofthefollowingoptions.

l Forceanimmediateupdateofthedocumentfortheuserduringthesession,thatis,allowingonlyone
versionofadocument.ThiswillconservememoryresourcesontheQVS.
l Awaitanewsession,thenupdatethedocumentfortheuser.Thismaycauseseveralcopiesof
differentversionsofthedocument,residinginmemoryatthesametime.

Toallowonlyoneversionofthedocumentinmemory,tickthischeckbox.Toallowseveralversionsofthe
documentinmemory,untickthischeckbox.

Allow Print and Export to Excel


DocumentscanbeallowedtobeprintedandexportedtoMicrosoftExcel.Toallowdocumentstobeprinted
andexported,tickthischeckbox.Todenydocumentstobeprintedorexported,untickthischeckbox.

In QlikView 11, touch-based clients cannot export documents to Microsoft Excel.

Allow Server Annotations


Toenableserverannotations,thatis,toletclientspresentannotationsforsheetobjectsinthedocuments,
andtoallowuserstoview,write,edit,anddeleteannotations,tickthischeckbox.Todisableserver
annotations,untickthischeckbox.

Allow Session Collaboration


Toallowuserstosharesessionsondocuments,tickthischeckbox.Todenyuserstosharesessionson
documents,untickthischeckbox.

Allow Server Objects

When collaboration is disabled in the QlikView license (that is, the license contains DISABLE_
COLLABORATION;YES;;), server objects and server bookmarks are not allowed. This means
that the Allow Server Objects and Allow Anonymous Server Bookmarks check
boxes cannot be checked when collaboration is disabled.

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Toallowtheuserstocreateserverobjects,thatis,Sheet ObjectsandReports,tickthischeckbox.To
denythecreationofserverobjects,untickthischeckbox.

When the check box is unticked, no server objects, except server bookmarks, can be created.
For server bookmarks, unticking the check box only affects the possibility to share the
bookmarks with other users.

l Allow Anonymous Server Bookmarks


Anonymoususerscanbeallowedtocreatebookmarks.ThemachineIDoftheuserclientisusedfor
ownership,andtheuserclienthastoallowpersistentcookiestobecreated.Toallowanonymous
userstocreatebookmarks,tickthischeckbox.Todenyanonymoususerstocreatebookmarks,untick
thischeckbox.

Allow Session Recovery


Sessionrecoverysavesthecurrentselectionstateforeachuserwhenasessionends.Itthenre-appliesthe
selectionstatethenexttimethatthesameuserreconnectstothesamedocument.

Session recovery affects all users and documents on a server.

Toallowsessionrecovery,tickthischeckbox.Todisallowsessionrecovery,untickthischeckbox.

Objects
Allow Moving and Sizing Objects
AlloftheuserscanbeallowedtomoveandresizetheQlikViewobjectsinthevariousclients.Toallowallof
theuserstomoveandresizetheQlikViewobjects,tickthischeckbox.Todenyalloftheuserstomoveand
resizetheQlikViewobjects,untickthischeckbox.

Default Label for 'Total'


ThedefaultlabelforTotalsinbarcharts,pivottables,andstraighttablescanbeconfigured.Toeditthe
defaultlabelforTotals,enteradescriptivenameinthistextbox.

Defaultvalue:Total.

Default Label for 'Others'


ThedefaultlabelforOthersinbarchartsandpiechartscanbeconfigured.Toeditthedefaultlabelfor
Others,enteradescriptivenameinthistextbox.

Defaultvalue:Others.

Performance
OnthePerformancetab,theperformancetuningoftheCPU,sessions,memory(RAM),anddocument
handlingcanbemanaged.

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ReloadLimits

This option is just available when running only the QlikView Server, that is, not running the
QlikView Publisher (QVP).

Max Concurrent Reloads


Setshowmanydocumentsthatmaybereloadedatanyonetime.

Be careful not to set too many reloads simultaneously, as it may degrade the overall
performance of the computer.

CPU
CPU Affinity
Bydefault,theQlikViewServer(QVS)automaticallyselectstheprocessorstouseonthehostingcomputer.
Itispossibletoconfigurewhetherspecificprocessorsaretobeused,ornot.TodeselecttheuseofaCPU,
untickthecorrespondingcheckbox.ToselectaCPUtouse,tickthecorrespondingcheckbox.

This function must only be used when the default setting, that is, all CPUs are used, is
purposefully to be overridden.

CPU Throttle
Bydefault,theQlikViewServer(QVS)issettouse100%oftheCPUcapacity,thatis,nothrottlingisused.It
ispossibletoincreaseordecreasethepriorityoftheQVSprocess,dependingonhowmuchCPUcapacity
theprocessisutilizing.Inthisway,someoftheCPUcapacitycanbefreedandusedbyotherapplications,
improvingtheoverallperformanceoftheserver.Tosetathresholdvalue,enterasuitablefigureinthistext
box.

If the server is dedicated for the QlikView Server, this function should not be used.

Should the CPU utilization for the QlikView Server process exceed the set threshold, it is most
likely because Windows considers more resources available.

Defaultvalue:0%(0meansnothrottling).

Sessions
Maximum Number of Concurrent Sessions
ForeachdocumentthatauseropensontheQVS,anewusersessionisgenerated.Itispossibletoconfigure
themaximumnumberofconcurrentusersessionsthatareallowedontheQVS.Tosetthemaximumnumber
ofconcurrentusersessions,enterasuitablefigureinthistextbox.

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If the server is dedicated for the QlikView Server, this function should not be used.

This setting is not related to Client Access Licenses (CALs).

Defaultvalue:5000(anemptyfieldmeansnolimit).

Maximum Inactive Session Time


Usersessions,whichhavehadnoactivityduringaspecifiedtimelimit,canbeconfiguredtobeclosedbythe
QVS.Tosetthesessiontimeout,enterasuitablefigureinthistextbox.

The maximum inactive session time can also be set per document. The session time with the
lowest value takes precedence. If the session time entered in this text box is lower than the
document session time, the document session time is disregarded.

Defaultvalue:1800seconds(0isnotallowed;emptymeansnolimit).

Possible Session Timeout


Usersessions,whichhavehadnoactivityduringaspecifiedtimelimit,canbeconfiguredtobeeligiblefor
beingclosedbytheQVS,ifneeded.Tosetthesessiontimeout,enterasuitablefigureinthistextbox.

The QlikView Server may close inactive sessions and re-use the slot, if needed for other users.

Defaultvalue:1800seconds(0isnotallowed;emptymeansnolimit).

Maximum Total Session Time


Allusersessions,activeornot,canbeconfiguredtobeterminatedbytheQVSafteraspecifiedtimelimit.To
setthesessiontimeout,enterasuitablefigureinthistextbox.

Defaultvalue:Nolimit(0isnotallowed;emptymeansnolimit).

WorkingSet
TheminimumandmaximumofthephysicalamountofRAMthatisallocatedto,andcanbeusedby,an
applicationorprocesscanbeconfigured.Thiswayitispossibletocontrolwhetheranapplicationcanbe
swappedoutofphysicalmemory,ornot.

There are no guarantees that the operating system can host the process with the configured
amount of memory.

Using too high values will degrade the performance of other processes on the server. However,
this might be desirable if the server is dedicated for the QlikView Server.

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It is assumed that the physical memory up to the Low limit is reserved for the QlikView Server.

Do not change these settings unless being well acquainted with the Windows Virtual Memory
Manager! Read more about working sets in the Microsoft Windows documentation.

Low
TheminimumofthephysicalamountofRAM,inpercentage,whichcanbeusedbyanapplication.Tosetthe
minimumamountofmemory,enterasuitablefigureinthistextbox.

If the use of RAM exceeds this value, Windows is allowed to swap the memory that the
QlikView Server is using to disk.

Defaultvalue:70%.

High
ThemaximumofthephysicalamountofRAM,inpercentage,whichcanbeusedbyanapplication.Toset
themaximumamountofmemory,enterasuitablefigureinthistextbox.

If the use of RAM exceeds this value, Windows should swap the memory that the QlikView
Server is using to disk.

Defaultvalue:90%.

Document
Object Calculation Time Limit
ThemaximumamountoftimethattheQlikViewServerwillattempttocalculateachartobjectcanbe
configured.ThetimeissetinsecondsoftotalCPUtime.Tosetthemaximumamountoftime,entera
suitablefigureinthistextbox.

The total CPU time is not the same as the elapsed real time on a computer with parallel
processing technology.

Defaultvalue:60seconds(oftotalCPUtime).

Max Symbols in Charts


Themaximumnumberofsymbolstoplotinonechartcanbeconfigured.Tosetthemaximumnumberof
symbols,enterasuitablefigureinthistextbox.

Defaultvalue:100.

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Allow Document Auto Load


Itispossibletoconfiguresothatdocumentsareautomaticallyloadedandunloaded.Toenableautomated
documentloadingandunloading,tickthischeckbox.Todisableautomateddocumentloadingand
unloading,untickthischeckbox.

Logging
OntheLoggingtab,thesettingsforthesession,performance,event,andauditlogscanbemanaged.

Logging
Enable Session Logging
ToenablethedetailedsessionloggingfromtheQlikViewServer,tickthischeckbox.Thestoredlogfilewill
benamedSession-Stats.log.

Enable Performance Logging Every


ToenabletheperformanceloggingfromtheQlikViewServer,tickthischeckbox,andenterasuitablelogging
interval,between1and1440minutes(24hours).ThestoredlogfilewillbenamedPerformance.log.

Defaultvalue:5minutes.

Enable Event Logging


ToenablemirroringtoalogfileoftheentriesfromtheQlikViewServertotheWindowseventlog,tickthis
checkbox.ThestoredfilewillbenamedEvents.log.

Enable Audit Logging


Toenabletheloggingofuserselections,clearselections,sheetactivation,theapplicationofbookmarks,
reportaccess,andthemaximizationofobjects,tickthischeckbox.Thestoredfilewillbenamedasdescribed
inLogFolder.

Toenabletheloggingtoincludemoredetails(forexample,allselectionsthatcomewithabookmark),tick
thischeckbox:

l Enable Extensive Audit Logging

LogFolder
ThefolderinwhichtheQlikViewServerwillcreateandstorethelogfilecanbeconfigured.Toselectafolder,
enterthevalidandabsolutepathinthistextbox,orclickontheBrowseicon, ,andchoosethefolderin
theChoose Folderdialog.

Defaultvalue:C:\ProgramData\QlikTech\QlikViewServer

EventLogVerbosity
Thissettingcontrolshowmuchinformationthatwillbewrittentotheeventlogfiles.Toconfigurethe
verbositylevel,selectoneofthefollowingoptions:

l Low
l Medium

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l High

The high log level might cause heavy load on the system.

SplitFiles
Thissettingcontrolshowoftenthelogfilesaretobesplit,thatis,anewfileiscreatedandused,inorderto
avoidhavingtoolargefiles.Whenthissettingisused,alllogfilesaresplit:eventlogs,sessionlogs,
performancelogs,andauditlogs.Toconfiguretherecurrencetimeforsplittingfiles,selectoneofthe
followingoptions:

l Never,meaningthattheeventlogfilesareneversplit,thesameonefileisalwaysused.
l Daily,meaningthateacheventlogfilecontainsinformationfromaday,atmaximum.
l Weekly,meaningt hateacheventlogfilecontainsinformationfromaweek,atmaximum.
l Monthly,meaningthateacheventlogfilecontainsinformationfromamonth,atmaximum.
l Yearly,meaningthateacheventlogfilecontainsinformationfromayear,atmaximum.

Security
OntheSecuritytab,thesettingsforauthentication,authorization,communication,andclusterlicensecan
bemanaged.

Authentication
Clients
ItispossibletoselectwhethertheQlikViewServer(QVS)shoulduseWindowsauthentication,when
possible,ornot.Toconfigurethetypeofauthentication,selectoneofthefollowingoptions:

l Always Anonymous,meaningthatanonymouscommunicationisforced.
l Allow Anonymous(default),meaningthatauthenticationisusedwheneverpossible.
l Prohibit Anonymous,meaningthatauthenticationisforced.

Make sure that this selection is consistent with any other security setting that may be specified
in the virtual directories of the web server. For example, if the Microsoft IIS allows anonymous
communication, but the QlikView Server does not, the client user will get an error message
when trying to open the application through the virtual directory.

Anonymous Account
Bydefault,theQVSwillcreatetheanonymousaccountonthelocalmachine.Ifaclusterisused,the
anonymousaccountshouldbechangedtobeadomainaccount,sothattheserversintheclustercanshare
theaccount.ThissettingisonlyapplicableiftheserverisrunninginNTFSmode.Toconfigurethetypeof
account,selectoneofthefollowingoptions:

l On Domain
l On Local Computer

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Authorization
ThemodethattheQVSwillusewhenauthorizingaccesstodocumentscanbeconfigured.Traditionallyand
bydefault,theQVSusestheNTFS Authorizationmode,whichmeansthattheWindowsoperating
systemcontrolsthefile(document)accessforusersandgroupsthroughtheNTFSsecuritysettings.TheDMS
AuthorizationmodeusestheQVSDocumentMetadataService(DMS)facilitytoauthorizethefile
(document)accessforusersandgroups.Whenthismodeisused,theQlikViewPublisher(QVP)Directory
ServiceConnector(DSC)mustbeaccessible,inordertoresolvegroupmembership.Toselectwhich
Directory Service Connectortouse,selectoneofthefollowingoptions:

l NTFS Authorization,meaningthattheWindowsoperatingsystemcontrolsthefileaccess.
l DMS Authorization,meaningthattheQlikViewServerDMScontrolsthefileaccess.

Miscellaneous
Allow Dynamic Data Update
Toenablemacrosorexternalprocessestoupdatepartsofthedatainsemi-realtime,tickthischeckbox.

Thisfeatureallowsdynamicupdatesofthedatainthecurrentlyloadeddocument.ItisintendedforQlikView
AdministratorstofeedlimitedamountsofdatatoaQlikViewdocumentfromasinglesourcewithoutrunning
areloadofthedocument.

The uploaded information is only stored in RAM, so any data added or updated using the Allow
Dynamic Data Update feature is lost, if a reload of the document is performed.

It is recommended to disable the Allow Dynamic Data Update feature, since it can be time-
consuming.

The Allow Dynamic Data Update feature is not supported in clustered QlikView Server (QVS)
environments.

Defaultvalue:Disabled(untickedcheckbox)

Allow Macro Execution on Server


ToenablemacrostoexecuteontheQVS,tickthischeckbox.

ThisfeatureappliestoAJAXclients,sincemacrosrunontheQVSwhenusingAJAXandintheclientwhen
usingQlikViewDesktoportheMicrosoftInternetExplorerplugin.

Ifdisabled,macrosthatuseAJAXareblocked.

Defaultvalue:Enabled(tickedcheckbox)

Allow Unsafe Macro Execution on Server


ToenableunsafemacrostoexecuteontheQVS,tickthischeckbox.

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Unsafe macros are not allowed on reload tasks.

Defaultvalue:Disabled(untickedcheckbox)

Allow Admin Using Name and Password


IftheQVPisrunninginaseparateWindowsActiveDirectory,thissettinghastobeenabledtobeableto
connecttotheQVSservice.Also,theaccountusedtoconnectmustbepartoftheQlikView
Administratorsgroup.ToenablethesupportoftheseparateWindowsActiveDirectory,tickthischeck
box.

If this setting cannot be enabled through the QMC, instead, it can be added in the QlikView
settings file, Settings.ini, which is located in the directory
C:\ProgramData\QlikTech\QlikViewServer\. Add AllowAlternateAdmin=1 in the
Settings 7 section.

Enable Server Push Over HTTP Tunnels


ToenablegracefuldocumentrefreshoverHTTPtunnels,tickthischeckbox.

The Enable Server Push Over HTTP Tunnels feature only applies when a) using QlikView
Desktop or the Microsoft Internet Explorer plugin and b) the communication is tunneled.

Ifenabled,theclientkeepsaskingtheQVSifthereisanavailablerefresh,whichconsumesbandwidth.

Ifdisabled,theuserisnotinformedofanavailablerefreshuntilactivelyperformingsomeotheroperation.

Defaultvalue:Disabled(untickedcheckbox)

Compress Network Traffic


ToletlargepackagesbecompressedincommunicationbetweentheclientandtheQlikViewServer,tickthis
checkbox.

The Compress Network Traffic feature should always be enabled.

Defaultvalue:Enabled(tickedcheckbox)

Allow Extensions
ToenableQlikViewExtensionstobeaddedtodocuments,tickthischeckbox.

Ifenabled,extensions(normalordocument)residingintheproperExtensionsfolderareavailableand
used.

Ifdisabled,theQVSdoesnotcheckfororuseanyextensions.

Defaultvalue:Enabled(tickedcheckbox)

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ClusterLicense
AllQVSsinaclustermusthavethesamebuildnumberandsharethesamedocumentroot.Whenupgrading
toanewversionofQlikView,thisisnormallynotaproblem,ifallserversarestopped,upgraded,andre-
startedinonego.However,ifnotallserversareupgradedatthesametime,thebuildnumberanddocument
roothavetobetakenintoconsideration,sincetheoriginalclusterissplitintotwosub-clustersduringthe
upgradeprocessonethatrunstheoriginalversionofQlikViewandonethatrunsthenewversionof
QlikViewuntilallservershavebeensuccessfullyupgradedtothenewversionofQlikView.Bothsub-
clusterssharetheexistingclusterlicense,includingallCALs.

TheprocessforupgradingasingleserverinaclustertoanewversionofQlikViewisasfollows:

1. OpentheQlikViewManagementConsole(QMC)onanyserverinthecluster.
2. FillintheAlternate Build NumberandAlternate Document Rootfields(seebelowfor
details).Thefieldvaluesareautomaticallypropagatedtoallserversinthecluster.
3. Stoptheserverthatistobeupgraded.
4. InstallthenewversionofQlikViewontheserverthatwasstopped.
5. OpentheSettings.inifile(normallylocatedintheC:\ProgramData\QlikTech\QlikViewServerfolder)
ontheserverwherethenewversionofQlikViewwasinstalled.
6. Editthepathtotherootfolder(DocumentDirectory),sothatitpointstothesamefolderasthe
Alternate Document RootfieldintheQMC.
7. Starttheupgradedserver.

Alternate Build Number


Inthistextbox,enterthebuildnumberforthenewversionofQlikViewthatisinstalledontheserversinthe
clusterthatareupgraded.

ThebuildnumberispartoftheQlikViewversionnumber.TheformatoftheQlikViewversionnumberisas
follows:

<Majorreleaseversion>.<Servicereleaseversion>.<Buildnumber>.0

l 12:Majorreleaseversion(inthiscase,QlikView12)
l 0:Servicereleaseversion(inthiscase,QlikView12.0)
l 11154:Buildnumber
l 0:Alwayszero

Alternate Document Root


Inthistextbox,enterthedocumentroottobeusedbytheserversintheclusterthatareupgradedtothenew
versionofQlikView.

The document root for the sub-cluster that runs the new version of QlikView must differ from
the document root for the sub-cluster that runs the original version of QlikView (that is, the sub-
clusters must not share the same document root).

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FolderAccess
OntheFolder Accesstab,SupervisorsandQlikViewPublisher(QVP)DocumentAdministratorscanbe
managed.

The System tab is unavailable for Document Administrators and Supervisors. This means that
they cannot access supporting tasks.

ManageSupervisorsandDocumentAdministrators
Theuseraccesstothewholeserver(meaningallfoldersontheQlikViewServer,includingtherootfolderand
themountedfolders),therootfolder,ormountedfolders,canbemanaged.

Tomanagetheuseraccess,addorremoveSupervisorsorQlikViewPublisher(QVP)Document
Administrators,doasfollows:

Tomanageusersandgroups,clickontheManage Usersdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickontheSearch

icon, .

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectalloftheusersandgroupsfromtheSelected Usersbox,clickonthisbutton.

The specifically defined folders are configured in Folders.

Defaultvalues:

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Name Path

Whole server N/A

Root folder C:\ProgramData\QlikTech\Documents

Alerts
OntheAlertstab,e-mailrecipientstobealerted,ifthereloadofadocumentwasunsuccessful,canbe
addedanddeleted.

This tab is just available when running only the QlikView Server, that is, not running the
QlikView Publisher (QVP).

Alerts are not triggered when performing a reload using a command line statement.

Address
Toaddane-mailrecipientfortheunsuccessfulreloadalerts,clickontheAddicon, ,andenterthee-mail
addressinthistextbox.

Todeletearecipient,clickontheDeleteicon, .

Login
ServerLogin
Normally,theremotesystemwillbeaccessedfromtheserviceaccountrunningthismanagementservice.If
thisisnotfeasible,forexample,whentheremotesystemislocatedonandifferentWindowsActiveDirectory,
itispossibletoentertheusernameandpasswordforavalidremoteuser.Toenablethemanagementofa
serviceinstalledonaremoteserver,configurethefollowingtextboxes:

l User Name
EnterthenameaofauserthatismemberoftheQlikView Administratorsgrouponthe
remoteserver.

l Password
EnterthepasswordfortheenteredUser Name.

DistributionServices
IntheDistribution Servicesfolder,theQlikViewDistributionService(QDS)cluster(s),thatis,the
componentthatpreparesanddistributestheQlikViewdocumentscanbeviewedandedited.AQlikView
Publisher(QVP)installationcancontainmanyQDSslocatedondifferentmachines.Hence,these
componentscanalsobeaddedanddeleted.

A cluster might include one or more nodes.

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Functions
Add
TocreateaQDSentry,clickontheAddicon, ,totherightinthepane,andentertheURLinthenewtext
box.Thenewentrywillbeavailableinthetreeviewintheleftpane.

Example:

http://<mycomputer>:4720/qtxs.asmx

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

View
TovieworconfigurethesettingsofaQDS,intherightpane,clickontheentryinthetreeview.Eachentry
containsthefollowingtabs:

l Summary
l General
l AlertE-mail
l E-mailTemplates
l Advanced
l Login

Clickoneachtablabelformoreinformation.

Summary
OntheSummarytab,theaddresstothecurrentQlikViewDistributionService(QDS)ispresented.

General
OntheGeneraltab,thehostname,portnumber,leveloflogging,DirectoryServiceConnector(DSC),and
sourcefoldersettingsoftheQlikViewDistributionService(QDS)canbemanaged.

Cluster
Name
ThenameoftheQlikViewDistributionService(QDS)cluster.Toeditthename,enteranameinthistextbox.

Add
ToaddanadditionalQDSnode,clickontheAddicon, ,totherightinthepane,andconfigurethe
followingnewtextbox:

l URL
EnterthepathtotheQDSinthistextbox.

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Example:

http://<mycomputer>:4720/qtxs.asmx

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

SettingsforQDS
Directory Service Connector
SelecttheDSCtoconnecttointhedrop-downlist.

Application Data Folder


ThepathtothefolderinwhichthedatafortheQDSisstored.IftheQDSispartofacluster,thispathmust
bechanged.Thedefaultlocationafterinstallationmaydifferdependingontheoperatingsystem.

Defaultvalue:C:\ProgramData\QlikTech\DistributionService.

Toselectafolder,enterthevalidandabsolutepathinthistextbox,orclickontheBrowseicon, ,and
choosethefolderintheChoose Folderdialog.

Logging Level
Thelogleveloftheservice.Selectoneofthefollowingoptions:

l No Logging
l Normal Logging
l Debug Logging

The debug logging level might cause heavy load on the system.

Security
ToenablethesettingtousesecuresocketlayercommunicationfortheQDS,ticktheUse SSL for
Distribution Service Communicationcheckbox.

SourceFolders

The root folder for the user documents in the QlikView Server (QVS) and the source folder for
the source documents in the QlikView Distribution Service (QDS) should never use the same
folder path.

Disable Task Triggers for Document Administrators


TodenyallQlikViewPublisher(QVP)DocumentAdministratorstoactivateanytriggers,whencreatingor
editingtasksandtriggers,tickthischeckbox.Toallowalldocumentadministratorstoactivateanytriggers,
whencreatingoreditingtasksandtriggers,untickthischeckbox.

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Add
Source Documentsaredocumentsthatcontaindatathatistobemadeaccessibletoend-usersinthe
formofdistributedUser Documents.Source FoldersarefoldersinwhichtheSource Documents
reside,andthepathsandaccessrightstothemcanbeconfigured.

Toaddanadditionalsourcefolderentry,clickontheAddicon, ,totherightinthepane,andconfigurethe
followingnewtextboxes:

l Path

Toselectafolder,enterthevalidandabsolutepathinthistextbox,orclickontheBrowseicon, ,
andchoosethefolderintheChoose Folderdialog.

Thedefaultlocationafterinstallationmaydifferdependingontheoperatingsystem.

Defaultvalue:C:\ProgramData\QlikTech\SourceDocuments.

l Users and Groups


TogiveQlikViewPublisher(QVP)DocumentAdministratorsaccesstothespecificallydefinedsource
folder(s),addorremoveusers,asfollows:

Tomanageusersandgroups,clickontheManage Usersdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickonthe

Searchicon, .

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.
Severalitemscanbeaddedatthesametime.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectalloftheusersandgroupsfromtheSelected Usersbox,clickonthis
button.

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l Alert E-mail
Tosendalerte-mailstotheconfigureddocumentadministrator(s),tickthischeckbox.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

To shut down an entry on the QDS, use the QDS shutdown button in the QlikView
Management Console. This shuts down the QDS in a controlled way, allowing tasks to run to
completion during a grace period before the services shut down. See Services (page 27)

AlertE-mail
OntheAlert E-mailtab,e-mailrecipientsfortheQlikViewDistributionService(QDS)alertscanbe
addedanddeleted.

AlertE-mailRecipients(separatedbysemicolon)
Toaddane-mailrecipientfortheQDSalerts,enterthee-mailaddressinthistextbox.Toaddmore
recipients,usetheseparatoroperator,;(semicolon).Todeleteanrecipient,editthistextbox.

E-mailTemplates
OntheE-mail Templatetab,thee-mailtemplatesforthevariousmessagesthatcanbesentfromthe
QlikViewPublisher(QVP)canbemanaged.Themessagesincludethefollowing:

l Attachment(HTML)
l Attachment(Plain)
l Notify(HTML)
l Notify(Plain)
l Alert(HTML)
l Alert(Plain)

Thecontentsofeachtemplatecanbeeditedusinghtml,usinganyofthefollowingvariables,whichmustbe
insidesquarebrackets:

l [DocTitle],meaningthetitleofthedocument
l [DateTime],meaningthecurrentdateandtime
l [Location],meaningtheQlikViewServerfoldertowhichthedocumenthasbeendistributed
l [ResourceName],meaningtheQVPresourcetowhichthedocumenthasbeendistributed
l [TaskName]or[JobName],meaningthenameofthetask
l [Log],meaningthelogofthetask

Attachment(HTML)
Thistemplateisusedwhendocumentsaree-mailed.

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Subject
Defaultvalue:QlikView Publisher: [DocTitle] is attached to this message.

Body
Defaultvalue:Your document "[DocTitle]" has been distributed by QlikView
Publisher. The document is attached to this message.<br><br>Time:
[DateTime]<br>

Attachment(Plain)
Thistemplateisusedwhendocumentsaree-mailed.

Subject
Defaultvalue:QlikView Publisher: [DocTitle] is attached to this message.

Body
Defaultvalue:Your document "[DocTitle]" has been distributed by QlikView
Publisher. The document is attached to this message. Time: [DateTime]

Notify(HTML)
Thistemplateisusedwhendocumentsaredistributed.

Subject
Defaultvalue:QlikView Publisher: [DocTitle] has been distributed.

Body
Defaultvalue:Your document &quot;[DocTitle]&quot; has been distributed by
QlikView Publisher.<br/><br/>Location: <a href="[Location]">
[Location]</a><br/>Time: [DateTime]

Notify(Plain)
Thistemplateisusedwhendocumentsaredistributed.

Subject
Defaultvalue:QlikView Publisher: [DocTitle] is attached to this message.

Body
Defaultvalue:Your document "[DocTitle]" has been distributed by QlikView
Publisher. The document is attached to this message.<br><br>Time:
[DateTime]<br>

Alert(HTML)
Thistemplateisusedwhene-mailissentasdefinedinAlertE-mail.

Subject
Defaultvalue:QlikView Publisher: [DocTitle] is attached to this message.

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Body
Defaultvalue:Your document "[DocTitle]" has been distributed by QlikView
Publisher. The document is attached to this message. Time: [DateTime]

Alert(Plain)
Thistemplateisusedwhene-mailissentasdefinedinAlertE-mail.

Subject
Defaultvalue:QlikView Publisher: [DocTitle] has been distributed.

Body
Defaultvalue:Your document &quot;[DocTitle]&quot; has been distributed by
QlikView Publisher.<br/><br/>Location: <a href="[Location]">
[Location]</a><br/>Time: [DateTime]

Advanced
OntheAdvancedtab,theQlikViewDistributionService(QDS)handlingoftheQlikViewengine(QVB.exe)
canbemanaged.

QlikViewEngine

SectionAccess
Whensectionaccessisdefinedinthedocuments,itmaybenecessarytoconfigureaspecificentryforthe
QDStoavoidthatitinterferewiththeworkofthetask.Bydefault,theQDSwillapplythesectionaccess
associatedtotheWindowsuserunderwhichtheservicerun.Thismaybeoverriddenateachtask.Ifadefault
overrideispreferable,itcanbedefinedbyconfiguringthelogincredentialsinthefollowingtextboxes:

User Name
Toconfiguretheusername,enterthedesiredcredentialsinthistextbox.

Password
Toconfigurethepassword,enterthedesiredcredentialsinthistextbox.

ClusterNodeSettings
Whenadistributiongroupisactivated,thissectionprovidesQlikViewDistributionService(QDS)URLaswell
asliststheconfigurationdefinedintheDistributionGroupDefinition.xml file.

ForeachQDSinapublishergroup,thefollowingisconfigured:

l Max Simultaneous Engines (For Dist)-ThemaximumnumberofsimultaneousQlikViewBatch


instances(default4).
l Max Simultaneous Engines (For Admin)-ThemaximumnumberofsimultaneousQlikViewBatch
readers(default20).
l Number of Dedicated Engines-ThenumberofdedicatedQlikViewBatchinstances(default0).
l Run Dedicated Tasks Alone-Whethertorundedicatedtasksaloneornot(defaultfalse).

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l Dedicated Task Grace Time-IfRun Dedicated Tasks AloneissettoYesandthissettingmeansthat


noregulartaskmaybestartedbythisQDSwithinnumberofminutesorlessuntilthenearest
dedicatedtaskisscheduled(default0).
l Distribution Groups-Listofavailabledistributiongroups

DistributionGroups
Whenadistributiongroupisactivated,thissectionprovidestheQDSURLaswellaslistthegroup(s)this
QDSnodeispartof.

WorkOrder
TosendaworkordertothedesignatedQDS,clickontheSend Work Orderbutton.

Login
ServerLogin
Normally,theremotesystemwillbeaccessedfromtheserviceaccountrunningthismanagementservice.If
thisisnotfeasible,forexample,whentheremotesystemislocatedonandifferentWindowsActiveDirectory,
itispossibletoentertheusernameandpasswordforavalidremoteuser.Toenablethemanagementofa
serviceinstalledonaremoteserver,configurethefollowingtextboxes:

l User Name
EnterthenameaofauserthatismemberoftheQlikView Administratorsgrouponthe
remoteserver.

l Password
EnterthepasswordfortheenteredUser Name.

DirectoryServiceConnectors
IntheDirectory Service Connectors(DSC)folder,thefunctionresponsibleforcommunicatingwith
eachoftheDirectory Services,whichkeeptrackofalltheusersandgroupsintheQlikView
environment,canbemanaged.

Functions
Add
TocreateaQlikViewDSCclusterentry,clickontheAddicon, ,totherightinthepane,andentertheURL
inthenewtextbox.Thenewentrywillbeavailableinthetreeviewintheleftpane.

Example:

http://<mycomputer>:4730/qtds.asmx

A cluster might include one or more nodes.

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Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

View
TovieworconfigurethesettingsofaDSC,intherightpane,clickontheentryinthetreeview.Eachentry
containsthefollowingtabs:

l Summary
l General
l Login

Clickoneachtablabelformoreinformation.

TovieworconfigurethesettingsofaserviceofaDirectoryServiceProviders(DSP),intherightpane,click
ontheentryinthetreeview.

Summary
OntheSummary tab,theaddresstothecurrentQlikViewDirectoryServicesConnector(DSC)ispresented.

General
OntheGeneraltab,thehostname,portnumber,leveloflogging,andclusteringsettingsoftheQlikView
DirectoryServiceConnector(DSC)canbemanaged.

Cluster
Name
ThenameoftheDSCcluster.Toeditthename,enteranameinthistextbox.

Add
ToaddanadditionalDSCclusternodeentry,clickontheAddicon, ,totherightinthepane,andconfigure
thefollowingnewtextboxes:

l URL
EnterthepathtotheDSCinthistextbox.

Defaultvalue:http://<mycomputer>:4730/qtds.asmx

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

LoggingLevel
Thelogleveloftheservice.Selectoneofthefollowingoptions:

l No Logging
l Normal Logging
l Debug Logging

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The debug logging level might cause heavy load on the system.

Login
ServerLogin
Normally,theremotesystemwillbeaccessedfromtheserviceaccountrunningthismanagementservice.If
thisisnotfeasible,forexample,whentheremotesystemislocatedonandifferentWindowsActiveDirectory,
itispossibletoentertheusernameandpasswordforavalidremoteuser.Toenablethemanagementofa
serviceinstalledonaremoteserver,configurethefollowingtextboxes:

l User Name
EnterthenameaofauserthatismemberoftheQlikView Administratorsgrouponthe
remoteserver.

l Password
EnterthepasswordfortheenteredUser Name.

DirectoryServiceProviders
IntheDirectory Service Providers(DSP)folders,theconfigurationofthefollowingDSPsare
described:

l ActiveDirectory
l CustomDirectory
l ConfigurableODBC
l ConfigurableLDAP
l LocalDirectory
l WindowsNT

Clickoneachfolderlabelformoreinformation.

ActiveDirectory
TheActive DirectoryserviceprovidercanconnecttoanyActiveDirectoryavailablethroughthe
underlyingWindowsoperatingsystem.ThisfolderincludesonlyaGeneraltab.

DirectoryService

Add
ToaddaWindowsActiveDirectoryentry,clickontheAddicon, ,totherightinthepane,andconfigurethe
followingtextboxes:

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l Path

Toconfigurethepathtothedirectoryservice,clickontheGet Defaulticon, ,tousethedefault


path,orenteravalidpathinthistextbox.

Defaultvalue:LDAP://qliktech.com.

l User Name
Toconfiguretheusernameusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.

l Password
Toconfigurethepasswordusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.

l Settings
ToconfiguretheDirectory Service Provider (DSP) Settings,openthedialogby
clickingontheEditicon, ,andenterthedesiredvaluesinthefollowingtextboxes:

l Cache Expiry in Minutes


Setthetimeforhowlongthequeriestothedirectoryserviceshouldbecached.

Defaultvalue:60(minutes).

l Service Timeout in Seconds


Setthetimeoutfortheconnectiontothedirectoryservice.

Defaultvalue:30(seconds).

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

CustomDirectory
TheCustom Directoryserviceproviderdoesnotrelyonanyexternalsystemfortheusersorgroups.All
dataisstoredwithintheQlikViewPublisherRepository(QVPR).UnliketheotherDirectoryServiceProviders
(DSP),theCustomDirectorysupportsauthenticationthroughtheQlikViewAccessPoint,andtherefore
requiresuserandpassword.Bydefault,thereisnoCustomDirectoryinstalled.InordertouseCustomUsers,
aDSPforCustomUsersmustfirstbeadded.TheCustomDirectoryfoldercontainsthefollowingtabs:

l General,wheretheCustomDirectoryservicesettingscanbemanaged.
l Users,wherethesettingsofusersandgroupscanbemanaged.

General
OntheGeneraltab,theCustomDirectoryservicesettingscanbemanaged.

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DirectoryService

Add
ToaddaCustomDirectoryentry,clickontheAddicon, ,totherightinthepane,andconfigurethe
followingtextboxes:

l Path

Toconfigurethepathtothedirectoryservice,clickontheGet Defaulticon, ,tousethedefault


path,orenteravalidpathinthistextbox.

This text box should not be empty.

Defaultvalue:Custom.

l User Name
Toconfiguretheusernameusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.

l Password
Toconfigurethepasswordusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.

l Port
Toconfiguretheportusedforaccessingthedirectoryservice,enterthedesiredcredentialsinthistext
box.

Defaultvalue:4735.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

Users
OntheUserstab,thesettingsofusersandgroupsoftheCustomerDirectorycanbemanaged.Thereisa
possibilitytocreatecustomizedusersandgroups,usingtheCustom UsersandCustom User Groups
functions,respectively.Theinformationaboutthefunctionsisstoredinthefollowingfile:

C:\ProgramData\QlikTech\DirectoryServiceConnector\CustomDataDirectory.xml

Functions

CustomUsers
ToaddaCustom Userentry,clickontheAddicon, ,totherightinthepane,andconfigurethefollowing
textboxes:

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l User Name
Toconfiguretheusernameusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.

l Full Name
Toconfigurethefullnameofthecustomuser,enterthedesiredcredentialsinthistextbox.

l Password
Toconfigurethepasswordusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.

l E-mail
Toconfigurethee-mailaddressofthecustomuser,enterthedesiredcredentialsinthistextbox.

l Groups
Toconfigurethegroup(s)thatthecustomusershouldbelongto,dothefollowing:

Tomanagegroups,clickontheManage Groupsdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindagroup,andclickontheSearchicon,

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddagroup,clickonitintheSearch Resultboxandclickonthisbutton.Severalitems
canbeaddedatthesametime.

l Selected Groups
Thisboxpresentstheselectedgroups.

l < Delete
Todeselectagroup,clickonitintheSelected Groupsboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectallofthegroupsfromtheSelected Groupsbox,clickonthisbutton.

l Enabled
Toenablethecustomuser,tickthischeckbox.Todisablethecustomuser,untickthischeckbox.

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Any change of the settings of a custom user will result in that a message, The password
must be reset in order to save the changes., is shown, indicating that a valid
password must be re-entered in the Password field.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

CustomUserGroups
ToaddaCustom User Groupentry,clickontheAddicon, ,totherightinthepane,andconfigurethe
followingtextboxes:

l Group Name
Toconfigurethenameofthecustomusergroupusedforaccessingthedirectoryservice,enterthe
desiredcredentialsinthistextbox.

l Users
Toconfiguretheuser(s)andgroup(s)thatshouldbelongtothecustomusergroup,dothefollowing:

Tomanageusers,clickontheManage Usersdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindagroup,andclickontheSearchicon,

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddagroup,clickonitintheSearch Resultboxandclickonthisbutton.Severalitems
canbeaddedatthesametime.

l Selected Groups
Thisboxpresentstheselectedgroups.

l < Delete
Todeselectagroup,clickonitintheSelected Groupsboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectallofthegroupsfromtheSelected Groupsbox,clickonthisbutton.

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Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

ConfigurableODBC
TheConfigurable ODBCdirectoryserviceprovidercanconnecttoODBCdatabases.Thisfolderincludes
onlyaGeneraltab.

TheODBCdatabasehastohavetwotables,ortwoviews;oneforentitiesandoneforgroups.Theentity
table(thenameofwhichisdefinedbytheEntity Table Database Namesettingbelow)hastocontain
thefollowingfields:

l entityid(uniqueidentifier,suitableforprimarykey)
l name(string)(thenameofthisfieldisdefinedbytheEntity Namesettingbelow)
l descr(string)
l email(string)

Thegroupstable(thenameofwhichisdefinedbytheGroups Table Database Namesettingbelow)


hastocontainthefollowingfields,whichtogethercreateauniqueidentifier:

l groupid
l memberid

Example

Groupstable
Groupid Memberid

1001 101

1001 102

1001 103

1001 104

1002 104

1002 105

Entitytable
Entityid Name Descr Email

101 sandra.franklin SandraFranklin sandra.franklin@example.com

102 michael.milliken MichaelMilliken michael.milliken@example.com

103 lucille.pender LucillePender lucille.pender@example.com

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Entityid Name Descr Email

104 dustin.plunkett DustinPlunkett dustin.plunkett@example.com

105 benjamin.mitchell BenjaminMitchell benjamin.mitchell@example.com

1001 users Users

1002 admins Administrators

Inthisexample,everyonebutBenjaminMitchellismemberofthegroupnamedUsers,andDustinPlunkett
andBenjaminaretheonlymembersofthegroupcalledAdministrators.

DirectoryService

Add
ToaddaConfigurableODBCentry,clickontheAddicon, ,totherightinthepane,andconfigurethe
followingtextboxes:

l Path

Toconfigurethepathtothedirectoryservice,clickontheGet Defaulticon, ,tousethedefault


path,orenteravalidpathinthistextbox.

Defaultvalue:ODBC://localhost.

l User Name
Toconfiguretheusernameusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.

l Password
Toconfigurethepasswordusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.

l Settings
ToconfiguretheDirectory Service Provider (DSP) Settings,openthedialogby
clickingontheEditicon, ,andenterthedesiredvaluesinthefollowingtextboxes:

l Service Timeout in Seconds


Setthetimeoutfortheconnectiontothedirectoryservice.

Defaultvalue:30(seconds).

l Directory Label
Setthelabelofthedirectoryservicetoconnectto.

Defaultvalue:DB DSP.

l Entity Name

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Setthenameoftheentitytoconnectto.

Defaultvalue:entity_name.

l Entity Table Database Name


Setthenameoftheentitytabletoconnectto.

Defaultvalue:entity.

l Groups Table Database Name


Setthenameofthetablenamedgroupstoconnectto.

Defaultvalue:groups.

l Data Source Name


SetthenameoftheODBCdriver.

Defaultvalue:MySQL ODBC 5.1 Driver.

l Connection Database Name


SetthenameoftheODBCdatabasetoconnectto.

Defaultvalue:dbname.

l Database Backend
Setthetypeofconnectiontothedatabase:

l ODBC:Thisconnectiontypemakesthesystemusethe.NETOdbcConnectionclass.
http://msdn.microsoft.com/en-
us/library/system.data.odbc.odbcconnection.aspx

l SQL:Thisconnectiontypemakesthesystemusethe.NETSqlConnectionclass.Enter
thecustomconnectionstringintheOverride Connection Stringfield.
http://msdn.microsoft.com/en-
us/library/system.data.sqlclient.sqlconnection.aspx

l Oracle:Thisconnectiontypemakesthesystemusethe.NETOracleConnectionclass.
EnterthecustomconnectionstringintheOverride Connection Stringfield.
http://msdn.microsoft.com/en-
us/library/system.data.oracleclient.oracleconnection.aspx

Defaultvalue:ODBC.

l Override Connection String


Ifenteringastringinthisfield,theenteredvaluewillbeused,whilethesettingsin
Connection Database NameandData Source Namewillbeignored.Thevariables
{user}and{pwd}canbeusedintheconnectionstring.Thevariablesareautomatically
replacedbythecontentsoftheUser NameandPasswordtextboxesandcanbeused
independentlyofeachother.

Example:

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Server=MyServer;Database=MyDB;User Id={user};Password={pwd};

Ifnotenteringastringinthisfield,theDatabase Backenddrop-downwillbeignoredand
theconnectiontothedatabasewillbesettoODBC.

Defaultvalue:Driver={Microsoft Access Driver (*.mdb,


*.accdb)};Dbq=C:\AccessTest.accdb;.

l Cache Expiry in Minutes


Setthetimeforhowlongthequeriestothedirectoryserviceshouldbecached.

Defaultvalue:15(minutes).

Valid value(s) must be entered, which might be indicated with a red asterisk and a tool-tip
error message.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

ConfigurableLDAP
TheConfigurable LDAPdirectoryserviceprovidercanconnecttoanygenericLightweightDirectory
AccessProtocol(LDAP).ThisfolderincludesonlyaGeneraltab.

DirectoryService

Add
ToaddaConfigurableLDAPentry,clickontheAddicon, ,totherightinthepane,andconfigurethe
followingtextboxes:

l Path

Toconfigurethepathtothedirectoryservice,clickontheGet Defaulticon, ,tousethedefault


path,orenteravalidpathinthistextbox.

Defaultvalue:LDAP://localhost.

l User Name
Toconfiguretheusernameusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.

l Password
Toconfigurethepasswordusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.

l Settings

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ToconfiguretheDirectory Service Provider (DSP) Settings,openthedialogby


clickingontheEditicon, ,andenterthedesiredvaluesinthefollowingtextboxes:

l Account Name Property Name


MapthenameoftheLDAPpropertytothecorrespondingaccountname.

Defaultvalue:sAMAccountName.

l Cache Expiry in Minutes


Setthetimeforhowlongthequeriestothedirectoryserviceshouldbecached.

Defaultvalue:60(minutes).

l Directory Label
Settheuniquenameofthedirectoryserviceinstance.

Defaultvalue:DSP1.

l Display Name Property Name


MapthenameoftheLDAPpropertynametothecorrespondingdisplayname.

Defaultvalue:name.

l Distinguished Name Property Name


MapthenameoftheLDAPpropertynametothecorrespondingdistinguishedname.

Defaultvalue:distinguishedName.

l E-mail Property Name


MapthenameoftheLDAPpropertytothecorrespondinge-mailaddress.

Defaultvalue:mail.

l Group Member Property Name


MapthenameoftheLDAPpropertytothecorrespondinggroupmember.

l Group Object Class Value


SettheclassvalueoftheLDAPgroupobject.

Defaultvalue:group.

l ID Property Name
MapthenameoftheLDAPpropertytothecorrespondingID.

Defaultvalue:sAMAccountName.

l LDAP Filter
SettheLDAPfiltertousewhensearchingforuserobjects.

Defaultvalue:(&(!(objectclass=computer))(objectGUID=*)).

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l Service Timeout in Seconds


Setthetimeoutfortheconnectiontothedirectoryservice.

Defaultvalue:30(seconds).

l User Member of Property Name


MapthenameoftheLDAPpropertytothecorrespondingusermember.

Defaultvalue:memberof.

l User Object Class Value


SettheclassvalueoftheLDAPuserobject.

Defaultvalue:user.

Valid value(s) must be entered, which might be indicated with a red asterisk and a tool-tip
error message.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

LocalDirectory
TheLocal Directoryserviceprovidercanconnecttothelocalusersonaselectedmachine.Thisfolder
includesonlyaGeneraltab.

Directory Service

Add
ToaddaLocalDirectoryentry,clickontheAddicon, ,totherightinthepane,andconfigurethefollowing
textboxes:

l Path

Toconfigurethepathtothedirectoryservice,clickontheGet Defaulticon, ,tousethedefault


path,orenteravalidpathinthistextbox.

Defaultvalue:local://<mycomputer>.

l User Name
Toconfiguretheusernameusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.

l Password
Toconfigurethepasswordusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.

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l Settings
ToconfiguretheDirectory Service Provider (DSP) Settings,openthedialogby
clickingontheEditicon, ,andenterthedesiredvaluesinthefollowingtextboxes:

l Cache expiry in minutes


Setthetimeforhowlongthequeriestothedirectoryserviceshouldbecached.

Defaultvalue:15(minutes).

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

WindowsNT
TheWindows NTdirectoryserviceprovidercanconnecttoanyWindowsNTDirectoryavailablethroughthe
underlyingWindowsoperatingsystem.ThisfolderincludesonlyaGeneraltab.

DirectoryService

Add
ToaddaWindowsNTentry,clickontheAddicon, ,totherightinthepane,andconfigurethefollowing
textboxes:

l Path

Toconfigurethepathtothedirectoryservice,clickontheGet Defaulticon, ,tousethedefault


path,orenteravalidpathinthistextbox.

Defaultvalue:WinNT://AKQUINET.

l User Name
Toconfiguretheusernameusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.

l Password
Toconfigurethepasswordusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.

l Settings
ToconfiguretheDirectory Service Provider (DSP) Settings,openthedialogby
clickingontheEditicon, ,andenterthedesiredvaluesinthefollowingtextboxes:

l Cache Expiry in Minutes


Setthetimeforhowlongthequeriestothedirectoryserviceshouldbecached.

Defaultvalue:15(minutes).

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Valid value(s) must be entered, which might be indicated with a red asterisk and a tool-tip
error message.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

QlikViewWebServers
IntheQlikView Web Serversfolder,theQlikViewWebServer(s)(QVWS)canbeviewedandedited.A
QlikViewPublisher(QVP)installationcancontainmanyQVWSslocatedondifferentmachines.Hence,
thesecomponentscanalsobeaddedanddeleted.AQVWShandlesthefollowingtasks:

l HostingoftheQlikViewAccessPoint
l LoadbalancingoftheQlikViewServer(QVS)
l KeepingtrackofopensessionsfortheAJAXclients
l Handlingofauthentication(optional)
l Handlingofgeneralwebcontent(optional)

AQVWScaneitherbeinstalledasawindowsserviceortorununderaMicrosoftIIS;inthelattercase,the
hostingofwebcontentisnotrelevant.

If using a Microsoft IIS web server instead of the QVWS, the QVWS resource should still have
the Running status and the QVWS service under the Windows services applet should not be
running or installed.

Functions

Add
TocreateaQlikViewWebServerentry,clickontheAddicon, ,totherightinthepane,andentertheURL
inthenewtextbox.Thenewentrywillbeavailableinthetreeviewintheleftpane.

Defaultvalue:http://<mycomputer>:4750/qvws.asmx.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

View
TovieworconfigurethesettingsofaQlikViewWebServer,intherightpane,clickontheentryinthetree
view.Eachentrycontainsthefollowingtabs:

l Summary
l General
l Authentication

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6 System

l AccessPoint
l AJAX
l Web
l Login

Clickoneachtablabelformoreinformation.

Summary
OntheSummarytab,theaddresstothecurrentQlikViewWebServer(QVWS)ispresented.

General
OntheGeneraltab,thehostname,portnumber,leveloflogging,communication,anddirectoryservice
connectorsettingsofthecurrentQlikViewWebServer(QVWS)canbemanaged.

Location
Name
ThenameoftheQVWS.Toeditthename,enteranameinthistextbox.

URL
TheHost NameandthePortoftheserverwheretheserviceisrunning.Toedittheserveraddress,entera
validURLinthistextbox.

Defaultvalue:http://<mycomputer>:4750/qvws.asmx.

LoggingLevel
Thelogleveloftheservice.Selectoneofthefollowingoptions:

l Low
l Medium
l High

The high log level might cause heavy load on the system.

Enable Utilization Logging


ThislogpresentstheutilizationoftheQlikViewServers,inordertosupervisetheloadbalancefunctioninthe
QlikViewAccessPoint.Toenabletheutilizationlogging,tickthischeckbox.Todisabletheutilizationlogging,
untickthischeckbox.

Communication
Port
ToconfiguretheportnumberoftheQVWS,enteravalidnumberinthistextbox.

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Use HTTPS
Toforceallcommunicationtogothroughsecure HTTP,HTTPS,tickthischeckbox(default).Toletall
communicationgothroughordinaryHTTP,untickthischeckbox.

DirectoryServiceConnectors
QlikViewPublisher(QVP)DirectoryServiceConnectors(DSC)areusedforgroupresolution,thatis,keeping
trackofalltheusersandgroupsintheQlikViewenvironment.

Name
ToconfigurewhichDSCtouse,selectoneoftheoptionsinthedrop-downlist.

Authentication
OntheAuthenticationtab,themethodforlettingauserofthecurrentQlikViewWebServer(QVWS)
accesstheQlikViewAccessPointcanbemanaged.

Authentication
Toconfiguretheuseraccessmethod,selectoneofthefollowingoptions:

l Always,meaningthattheuserhastologintotheQlikViewAccessPoint.
l Login,meaningthattheusercanlogin,butcanaccesstheQlikViewAccessPointevenwithout
loggingin.
l Never,meaningthattheQlikViewAccessPointonlyacceptsanonymoususers.

If Never was selected, the Type and Login Address settings will be hidden.

Type
Toconfigurethetypeofauthenticationtouse,selectoneofthefollowingoptions:

l NTLM,meaningthattheMicrosoftauthenticationprotocolisused.
l Header,meaningthatanhttpheaderspecifiedunderParametersisused:
l Header Name
Ifacustomizedloginsystemisused,thehttpheaderhastobespecified,inordertoconfigure
theloginprocessintheQlikViewAccessPoint.Toconfiguretheheadername,enteravaluein
thistextbox.

Defaultvalue:QVUSER.

l Prefix
Toconfiguretheprefixusedfortheheader,enteravalueinthistextbox.

Defaultvalue:CUSTOM\.

l Custom User,meaningthattheQlikViewAccessPointonlyacceptsCustomusers(definedinthe
CustomDirectoryDSP),andaprefixspecifiedunderParametersisused:

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l Prefix
ToconfiguretheprefixforthecustomuserDirectoryServiceProvider,enteravalueinthistext
box.

Defaultvalue:CUSTOM\.

LoginAddress
Ifusingcustomusers,anaddresstotheloginpagehastobespecified.Selectoneofthefollowingoptions:

l Default Login Page (Browser Authentication),meaningthattheloginpromptofthe


webbrowserisused
l Alternate Login Page (Web Form),meaningthattheloginisperformedusingawebpage
l Custom Login Page,meaningthattheloginisperformedusingacustomizedloginpage,which
hastobeenteredinthistextbox

The text box contains an example string. The string has to be edited for the Custom
Login Page option to take effect.

AccessPoint
OntheAccessPointtab,theQlikViewAccessPointsettingscanbereached,byclickingonthefollowing
tabs:

l AccessPointSettings
l ServerConnections

AccessPointSettings
OntheAccessPoint Settingstab,thefollowingQlikViewAccessPointsettingscanbemanaged.

l CustomSystemMessage
l Path
l OpenDocumentOptions
l DefaultPreferredClient
l ClientPaths
l PluginDownload

Custom System Message


ToconfigureacustomsystemmessagetobepresentedintheQlikViewAccessPoint,enterthedesired
statementinthistextbox.

Path
ToconfigurethepathtotheQlikViewAccessPoint,enteravalidpathinthistextbox.

Defaultvalue:/QvAJAXZfc/AccessPoint.aspx.

Open Document Options


Toconfigureinwhichwindowsdocumentsareopened,selectoneofthefollowingoptions:

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l Reuse New Window


Thedocumentisopenedinanewbrowserwindow.Thenextopeneddocumentwillusethesame
window.

l Same Window
ThedocumentisopenedinthesamebrowserwindowastheQlikViewAccessPoint.

l New Window
Eachdocumentisopenedinanewbrowserwindow.

Default Preferred Client


Toconfigurewhichclientthatisthepreferredone,whenauserfortheveryfirsttimeaccessestheQlikView
AccessPoint,selectoneofthefollowingoptions:

l IE Plugin
l Full Browser and Small Device Version
l Download,meaningdownloadofthe.qvwfilesfromtheQlikViewAccessPoint.

Client Paths

IEPlugin
ToeditthewebpageoftheMicrosoftInternetExplorerclientpluginfile,enteravalidpathinthistextbox.

Defaultvalue:/QvPlugin/opendoc.htm.

FullBrowser
ToeditthewebpageoftheAJAXclientfile,enteravalidpathinthistextbox.

Defaultvalue:/QvAJAXZfc/opendoc.htm.

Small Devices always use the following URL: /QvAJAXZfc/mobile/opendoc.htm

Plugin Download

ShowLink
IfthelinkfordownloadingtheclientpluginfileistobevisibleontheQlikViewAccessPoint,tickthischeckbox
andenteravalidpathtothefileinthefollowingtextbox.

l URL
Defaultvalue:/QvPlugin/QvPluginSetup.exe.

IfthelinkfordownloadingtheclientpluginfileisnottobevisibleontheQlikViewAccessPoint,untickthis
checkbox.

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ServerConnections
OntheServer Connectionstab,thesettingsoftheQlikViewAccessPointconnectionstoQlikView
Servers(QVS),canbemanaged.

Server Connections

RespectBrowsableFlagonMount
TosetthatonlymountsintheQVS,whicharesetasBrowsableinFolders,arepresentedontheQlikView
AccessPoint,tickthischeckbox.ToallowthatanymountintheQVSispresentedontheQlikView
AccessPoint,untickthischeckbox.

Add
ToaddaQVSentry,clickontheAddicon, ,intheupperrightcorneroftherightpane,andconfigurethe
followingfields:

l Name
SelectthedesiredQVSinthedrop-downlist.

l Load Balancing
Toselecttheloadbalancecalculationmethod,selectoneofthefollowingoptions:

l CPU with RAM Overload,meaningthattheclientisdirectedtotheleastbusyQVS.


l Loaded Document,meaningthattheclientisdirectedtotheQVSinwhichtherequested
documentisalreadyloaded.
l Random,meaningthattheclientisdirectedtoaQVSrandomly.
l Always Tunnel
ToalwaystunnelthecommunicationtotheQVS,tickthischeckbox.Tonotusetunneled
communicationtotheQVS,untickthischeckbox.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

Ajax
OntheAJAXtab,thesettingsfortheAJAXclientcanbemanaged.

Paths
Path
ThepathstotheAJAXclientfiles.Tocreateapathentry,clickontheAddicon, ,totherightinthepane,
andenterthefullpathtotheAJAXclientfileinthenewtextbox.

Defaultvalue1:/QvAJAXZfc/QvsViewClient.aspx.

Defaultvalue2:/QvAJAXZfc/QvsViewClient.asp.

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The default paths may be changed, but the file names have to remain unchanged for the
installation to work.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

Advanced
No Crypto
ToprohibittheuseofencryptionbetweentheQlikViewWebServer(QVWS)andtheQVS,tickthischeck
box.Toallowtheuseofencryption,untickthischeckbox.

Prohibit Machine ID
Theusageofanonymousbookmarkscanbeeffectivelyexcluded,byprohibitingthesendingofmachineID.
ToprohibitthesendingofmachineID,tickthischeckbox.ToallowthesendingofmachineID,untickthis
checkbox.

Recording
ToenabletheloggingfortheAJAXclient,tickthischeckbox.Todisablethelogging,untickthischeckbox.

Web
OntheWebtab,thewebbrowserMIMEtypesandrootfolderscanbemanaged.

MIMETypes
TheMIMEfileextensionsthattheQlikViewWebServer(QWS)shouldallow.TocreateaMIMEpathentry,
clickontheAddicon, ,totherightinthepane,andenterthedesiredvaluesinthefollowingtextboxes:

Extension
TheMIMEfileextension,startingwithafullstop,'.',forexample(andcorrespondingtotheContents
examples):'.CSS','.HTM','.HTML','.JPG','.GIF',and'.JAR'.

Content
TheMIMEtypecontents,forexample(andcorrespondingtotheExtensionexamples):'text/css',
'text/html','text/html','image/jpg','image/gif',and'application/octet-stream'.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

RootFolders
ThepathstothevariousvirtualfoldersintheQlikViewWebServer.Tocreateapathentry,clickontheAdd
icon, ,totherightinthepane,andenterthedesiredvaluesinthefollowingtextboxes:

Name
Defaultvalue1a:QLIKVIEW.

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Defaultvalue2a:QVCLIENTS.

Defaultvalue3a:QVAJAXZFC.

Defaultvalue4a:QVDESKTOP.

Defaultvalue5a:QVPLUGIN.

Path
Defaultvalue1b:C:\Program Files\QlikView\Web.

Defaultvalue2b:C:\Program Files\QlikView\Server\QlikViewClients.

Defaultvalue3b:C:\Program Files\QlikView\Server\QlikViewClients\QlikViewAjax .

Defaultvalue4b:C:\Program Files\QlikView\Server\QlikViewClients\QlikViewDesktop.

Defaultvalue5b:C:\Program Files\QlikView\Server\QlikViewClients\QlikViewPlugin.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

Login
ServerLogin
Normally,theremotesystemwillbeaccessedfromtheserviceaccountrunningthismanagementservice.If
thisisnotfeasible,forexample,whentheremotesystemislocatedonandifferentWindowsActiveDirectory,
itispossibletoentertheusernameandpasswordforavalidremoteuser.Toenablethemanagementofa
serviceinstalledonaremoteserver,configurethefollowingtextboxes:

l User Name
EnterthenameaofauserthatismemberoftheQlikView Administratorsgrouponthe
remoteserver.

l Password
EnterthepasswordfortheenteredUser Name.

RemoteManagementServices
IntheRemote Management Servicesfolder,tasksfromthemanagementservicesofremoteservers
canbeimported.

The involved environments must use the same major QlikView release (for example, QlikView
12 and QlikView 12 or QlikView 11 and QlikView 11.20). If the involved environments use
different major releases (for example, QlikView 11 and QlikView 12), the Remote Management
Services cannot be used.

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EachconnectionissetupbytheuseraccountofthecurrentManagementService;hence,thisaccounthasto
beamemberoftheQlikViewManagementAPIsecuritygroupoftheremotesystem.

If the QlikView Management API security group does not exist on the remote system, it must
be created.

ThisfunctioncanbeusedtoretrievetasksbetweenQlikViewPublisher(QVP)environments,typically
betweenatestsystemandaproductionsystem.Todothis,alink,aremotemanagementservice,hastobe
setupintheproductionsystem,towardsthetestsystem.Usingthelink,taskscanbepulledfromthetest
systemintotheproductionsystem.Sincethetestsystemusuallyhasitsownsetoffoldersandservers,and
otherfoldersandserversareusedinproduction,thetestitemshavetobemappedtotheproductionitems.
Thelinkandthemaparesetuponceonly.Hence,whenimportingthetasks,theretrievalandmappingare
performedautomatically.

The Remote Management Services cannot be used to import Supporting Tasks.

When importing a task, triggers of the type On Event from Another Task are excluded (that is,
not imported). To keep such triggers, all tasks have to be imported as described in Import task.

Functions
Add
TocreateaRemoteManagementServiceentry,clickontheAddicon, ,totherightinthepane,andenter
theURLinthenewtextbox.Thenewentrywillbeavailableinthetreeviewintheleftpane.

Defaultvalue:http://remotehost:4799/QMS.

Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .

View
TovieworconfigurethesettingsofaRemoteManagementService,intherightpane,clickontheentryinthe
treeview.Eachentrycontainsthefollowingtabs:

l Summary
l General
l SourceFolders
l QlikViewServers
l Login

Clickoneachtablabelformoreinformation.

Summary
OntheSummarytab,theAPIoftheRemoteManagementServicecanbeaccessed.

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General
OntheGeneraltab,theURLandimportoptionsoftheQlikViewmanagementservicesonremotehosts
canbemanaged.

Location
Name
Thenameoftheremotemanagementservice.

Defaultvalue:QMS@remotehost.

URL
TheURLoftheremotemanagementservice.

Defaultvalue:http://remotehost:4799/QMS.

ImportOptions
Disable Task Triggers on Import
Todisablealloftheimportedtasks,tickthischeckbox(default).Toenablealloftheimportedtasks,untick
thischeckbox.

SourceFolders
OntheSource Folderstab,themappingsofthesourceandtargetdocumentfoldersofthevarious
managementservicescanbemanaged.Whenimportingtasksfromanothersystem,thismappingwillbe
usedtomatchthedocumentontheremotesystemwiththecorrespondinglocaldocument.

SourceDocumentFolderMappings
From
Presentsallsourcedocumentfoldersontheremotesystem.Tosetupthemappingforthesourcedocument
folder,selectoneoftheoptionsinthedrop-downlist.

To
Presentsalltargetdocumentfoldersonthelocalsystem.Tosetupthemappingforthetargetdocument
folder,selectoneoftheoptionsinthedrop-downlist.

QlikViewServers
OntheQlikView Serverstab,themappingsofthesourceandtargetQlikViewServerscanbe
managed.Whenimportingtasksfromanothersystem,thismappingwillbeusedtomatchtheremotesystem
withthecorrespondinglocalsystem.

Forexample,aQVSisusedfortestpurposesonatestsystem,anddistributionsareperformedtothisQVS.
Toretrievetasksfromthetestsystemintotheproductionsystem,withoutcausingthattheproductionsystem
startstodistributetothetestservers,amappinghastobesetup.Themappingshoulddefinethateverytask
distributestoserver'X'whenrunningonthetestsystem,whilethesametaskdistributestoserver'Y'when
runningontheproductionsystem.

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QlikViewServerMappings
From
Presentsallavailableserversontheremotesystem(server'X'onthetestsystem,intheexample).Tosetup
themappingforasourceQlikViewServer,selectoneoftheoptionsinthedrop-downlist.

To
Presentsallavailableserversonthelocalsystem(server'Y'ontheproductionsystem,intheexample).To
setupthemappingforatargetQlikViewServer,selectoneoftheoptionsinthedrop-downlist.

Login
ServerLogin
Normally,theremotesystemwillbeaccessedfromtheserviceaccountrunningthismanagementservice.If
thisisnotfeasible,forexample,whentheremotesystemislocatedonandifferentWindowsActiveDirectory,
itispossibletoentertheusernameandpasswordforavalidremoteuser.Toenablethemanagementofa
serviceinstalledonaremoteserver,configurethefollowingtextboxes:

l User Name
EnterthenameaofauserthatismemberoftheQlikView Administratorsgrouponthe
remoteserver.

l Password
EnterthepasswordfortheenteredUser Name.

MailServer
IntheMail Serverfolder,ontheGeneraltab,thee-mailserviceusedforalertsanddistributionof
documentscanbeconfigured.

Location
HostName
SettheaddressoftheSMTPserver.

Defaultvalue:localhost.

Port
SettheportoftheSMTPserver.

Defaultvalue:25.

Miscellaneous
E-mailFormat
Setthee-mailformat,byselectingoneofthefollowingoptionsinthedrop-downlist:

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l Plain text
l HTML message

SMTPServerTimeout
Setthetimeforhowlongtheserviceshouldwaitforaresponsefromtheserver.

Defaultvalue:100(seconds).

FromAddress
Setthee-mailaddressofthesender.

Defaultvalue:publisher@company.com.

AuthenticationMethod
Sethowtheusershouldbeauthenticatedwhensendingane-mail,byselectingoneofthefollowingoptions:

l Anonymous,meaningthatnoauthenticationsisused
l Use Distribution Service Account,meaningthattheWindowsuser,underwhichthe
servicerun,isused
l User Name and Password,meaningthattheusercredentialsconfiguredinthefollowingtext
boxesisused:
l User Name
Toconfiguretheusername,enterthedesiredcredentialsinthistextbox.

l Password
Toconfigurethepassword,enterthedesiredcredentialsinthistextbox.

OverrideE-mail

These settings are for test purposes, only.

SendAllE-mailsTo
Toconfigureareceiverofallofthee-mailssentbytheQlikViewPublisher(QVP),enteravalide-mail
addressinthistextbox.

No other recipient will receive any e-mail sent by the QlikView Publisher (QVP).

SendTestE-mailTo
Totestthesettings,enterane-mailaddressinthistextboxandclickontheSendbutton.

DocumentAdministratorsAuthorizedtoDistributeviaE-mail
UserscanbeQlikViewPublisher(QVP)DocumentAdministratorswhoareallowedtodistributedocuments
viae-mail.

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Tomanageusers,clickontheManage Usersdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickontheSearch

icon, .

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectalloftheusersandgroupsfromtheSelected Usersbox,clickonthisbutton.

6.2 Licenses
OntheLicensespage,alloftheavailableproductlicensesarelistedinatreeviewintheleftpane.A
licensecanbeviewed,added,andedited.Also,theQlikViewServer(QVS)ClientAccessLicenses(CALs)
canbemanaged.ToviewormanagealicenseoraCAL,intherightpane,clickonthelicenseinthetree
view.

Type
Thefollowinglicensesarepresented:

l QlikViewPublisher
l QlikViewServer

Name
Thenameoftheserviceonthehostingserver,onwhichthelicenseresides.

QlikViewPublisher
OntheQlikView Publisher(QVP)pane,theQlikView Publisher Licensetabispresented.

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QlikViewPublisherLicense
OntheQlikView Publisher Licensetab,theQlikViewPublisher(QVP)productlicensecanbe
viewed,added,andedited.Toaddalicense,configurethefollowingtextboxes:

SerialandControl
Serial Number
Entertheserial numberassignedtotheQVPsoftwareinthistextbox.

Control
Enterthecontrol numberassignedtotheQVPsoftwareinthistextbox.

Paste the Contents of LEF File Here (Optional)


ThisisanalternativetotheuseofUpdate License from Server,toaddaproductlicense.Shouldthe
servernotbeabletoaccesstheQVPLicenseEnablerFile(LEF)informationthroughtheInternet,this
informationcanbeobtainedfromtheproductvendor,instead.Contacttheproductvendorformore
information.

OwnerInformation
Name
Entertheusernameoftheproductownerinthistextbox.

Organization
Entertheorganizationnameoftheproductownerinthistextbox.

RegisterLicense
Update License from Server
Thisisthecommonwaytoaddaproductlicense.ToregisterthelicensethroughtheInternet,usingthe
Serial NumberandControltextboxes,clickonthisbutton.

A new LEF file will be downloaded from the LEF server at QlikTech.

Apply License
Toregisterthelicense,usingthePaste the Contents of LEF File Here (Optional)textbox,
clickonthisbutton.

QlikViewServer
OntheQlikView Server(QVS)pane,thefollowingt absarepresented:

l QlikViewServerLicense
l ClientAccessLicenses

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QlikViewServerLicense
OntheQlikView Server Licensetab,theQlikViewServer(QVS)productlicensecanbeviewed,
added,andedited.

The license is checked every time a document is opened. If the time limit specified by the
License Enabler File (LEF) is reached, the QVS automatically enters offline mode, which
means that it is reachable from the QMC, but not operational. The OffDuty parameter indicates
if the QVS is off duty.

Toaddalicense,configurethefollowingtextboxes:

SerialandControl
Serial Number
Entertheserial numberassignedtotheQVSsoftwareinthistextbox.

Control
Enterthecontrol numberassignedtotheQVSsoftwareinthistextbox.

Paste the Contents of LEF File Here (Optional)


ThisisanalternativetotheuseofUpdate License from Server,toaddaproductlicense.Shouldthe
servernotbeabletoaccesstheQVSLicenseEnablerFile(LEF)informationthroughtheInternet,this
informationcanbeobtainedfromtheproductvendor,instead.Contacttheproductvendorformore
information.

OwnerInformation
Name
Entertheusernameoftheproductownerinthistextbox.

Organization
Entertheorganizationnameoftheproductownerinthistextbox.

RegisterLicense
Update License from Server
Thisisthecommonwaytoaddaproductlicense.ToregisterthelicensethroughtheInternet,usingthe
Serial NumberandControltextboxes,clickonthisbutton.

A new LEF file will be downloaded from the LEF server at QlikTech.

Apply License
Toregisterthelicense,usingthePaste the Contents of LEF File Here (Optional)textbox,
clickonthisbutton.

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Clear License
Tounregisterthelicense,clickonthisbutton.

ClientAccessLicenses
OntheClient Access Licenses(CALs)tab,informationabouttheCALsthatareavailableonthe
QlikViewServer(QVS)ispresentedinthefollowingtabs:

l General
l AssignedCALs
l History
l Limitations

General
OntheGeneraltab,thepresentinformationaboutthenameduserCALs,documentCALs,sessionCALs,
andusageCALsispresented.

Functions

Refresh
Torefreshtheinformationcurrentlypresented,clickontheRefreshicon, .

Identification

IdentifyUserby
Thenameduserscanbeidentifiedinoneoftwoways.Tosettheidentificationmethod,selectoneofthe
followingoptions:

l User Name,meaningthenamedusername
l Machine Name,meaningthecomputernametogetherwiththeMACaddress

It is possible to change this setting at any time, but it is strongly recommended to use one
mode consistently within a given QlikView Server. If changed during operation, the same user
might take up two CALs; one based on the User Name and one based on the Machine
Name.

Named User CALs: X assigned (Y in license)


Thenumberofpresentlyassigned(used),X,andlicensed(definedintheLEFfile)nameduserCALs,Y,are
presentedintheheader.

AllowLicenseLease
Toallowusersto'borrow'alicenseforuseoff-lineforaperiodof30days,tickthischeckbox.Todenyusersto
'borrow'alicense,untickthischeckbox.

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AllowDynamicCALAssignment
AnewNamedUserCALcanautomaticallybegrantedtoauserconnectingforthefirsttimetotheQlikView
Server,aslongasthereareavailableNamedUserCALstoassign.ToenablethatCALsareadded
dynamically,tickthischeckbox.TodisablethatCALsareaddeddynamically,untickthischeckbox.

Document CALs: X assigned (Y in license)


Thenumberofpresentlyassigned(used),X,andlicensed(definedintheLEFfile)documentCALs,Y,are
presentedintheheader.DocumentCALscanbeeitherautomaticallyormanuallyassignedtousers.

Session CALs: X available (Y in license)


Thenumberofpresentlyavailable(thatis,notused),X,andlicensed(definedintheLEFfile)sessionCALs,
Y,arepresentedintheheader.

Usage CALs: X available (Y in license)


Thenumberofpresentlyavailable(thatis,notused),X,andlicensed(definedintheLEFfile)usageCALs,Y,
arepresentedintheheader.UsageCALsareallocatedinfulluponlicenseinitiation.Then,1/28thofthetotal
numberofusageCALs(licensed)arereplenisheddailyuptotheamountofthetotalnumberofavailable
usageCALs.Forexample,ifthereare56licensedusageCALs,therewillbe2(56dividedby28)additional,
minusanyused,usageCALsallocateddaily,notexceeding56.

AssignedCALs
OntheAssigned CALstab,theassignmentofalltypesofClientAccessLicenses(CALs)touserscanbe
managed.

Functions

Refresh
Torefreshtheinformationcurrentlypresented,clickontheRefreshicon, .

Assigned Users
PresentstheassignmentofuserstoalltypesofCALsinalist.

AssignUsers
TomanuallyassignthenamedCALstoauser,dothefollowing:

Tomanageusersandgroups,clickontheManage Usersdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickontheSearch

icon, .

l Search Result

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Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectalloftheusersandgroupsfromtheSelected Usersbox,clickonthisbutton.

Name
PresentsalistofthenamesofallusersthatarecurrentlyassignedtoanamedCAL.Ausercanrepresentan
authenticatedUser NameoraMachine Name.

LastUsed(UTC)
Thetimestamp(UTC)fromthelastserveractivityofeachuser.

QuarantinedUntil(UTC)
IfaCAL-to-userassociationhasnotbeeninuseforthelast7days,itwillbedeletedimmediately.IfaCAL-
to-userassociationiscurrentlybeingusedorhasrecentlybeenused,itwillbemarkedfordeletion,which
meansthatnewuseraccesssessionsthroughthisCALarenotallowed.However,theCAL-to-user
associationwillstilloccupyanallocatedCALuntilthisquarantineperiodhaspassed.

Restore
BeforethattheQuarantined Until (UTC)timestamphaspassed,aCAL-to-userassociationcanbe

undeleted,byclickingontheRestoreicon, .

Delete
WhentheQuarantined Until (UTC)timestamphaspassed,aCAL-to-userassociationcanbe
removedmanually.ToentirelyremoveaCAL-to-userassociationfromthelist,thusfreeingadocumentCAL,
clickontheDeleteicon, .

The CAL-to-user association is formally deleted after the expiration time.

The CAL will not be available for 7 days.

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History
OntheHistorytab,thecurrentinformationaboutleasedlicenseactivityispresented.Aleasedlicenseis
usedbyend-userswhoconnecttotheQlikViewServer(QVS)andareallowedto'borrow'alicensetoopena
downloadeddocumentduringaperiodof30days.

Functions

Refresh
Torefreshtheinformationcurrentlypresented,clickontheRefreshicon, .

License Lease History

User
Presentsthenameoftheleasedlicenseuser.

MachineID
Presentsthecomputeridentityoftheleasedlicenseend-user.

Time(UTC)
Thetimestamp(UTC)fromthelatesttimetheuserleasedthelicense.

Limitations
OntheLimitationstab,thenumberofCALsthatmaybeinuseatthesametimecanbelimited.The
numberofCALscanbelimitedtobelessthanthedefaultvaluesthatarestatedintheQlikViewPublisher
(QVP)LicenseEnablerFile(LEF).

Functions

Refresh
Torefreshtheinformationcurrentlypresented,clickontheRefreshicon, .

Limit number of CALs


TolimitthenumberofsimultaneouslyopenCALs,enterthedesiredvaluesinthefollowingtextboxes:

l Named user CALs


SetthenumberofsimultaneouslyopennameduserCALs.Thetextinparenthesistotherightofthis
textboxpresentsthecurrentlicensednameduserCALs.

Defaultvalue:5.

l Session CALs
SetthenumberofsimultaneouslyopensessionCALs.Thetextinparenthesistotherightofthistext
boxpresentsthecurrentlicensedsessionCALs.

Defaultvalue:5.

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l Usage CALs
SetthenumberofsimultaneouslyopenusageCALs.Thetextinparenthesistotherightofthistext
boxpresentsthecurrentlicensedusageCALs.

Defaultvalue:300.

l Document CALs
SetthenumberofsimultaneouslyopendocumentCALs.Thetextinparenthesistotherightofthis
textboxpresentsthecurrentlicenseddocumentCALs.

Defaultvalue:30.

6.3 About
OntheAboutpage,informationabouttheentireQlikViewsystem,thatis,thevariousWindowsservicesand
thecomputertheyrunon,ispresented.Eachserviceispresentedunderaseparateheading.

AboutthisQlikViewSystem
MoreDetails/LessDetails
Toviewlessdetails,clickontheLess Detailslink,whichwillresultinthatthefollowinginformationis
presented:

l Product Information
l Machine Information
l CPU Information

Toviewmoredetails,clickontheMore Detailslink,whichwillresultinthatthefollowinginformationis
presented:

l Product Information
l Current Process Information
l Machine Information
l CPU Information
l Logical Drives Information
l Network Information
l File Information

6.4 SupportingTasks
OntheSupporting Taskspage,thefollowingavailablesupportingtaskgroupsarelistedinatreeviewin
theleftpane:

l ExternalPrograms
l DatabaseCommand

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l Pause
l QVDCreation

Toviewormanagethesupportingtasksofagroup,intherightpane,clickonthefolderinthetreeview.

ExternalPrograms
IntheExternal Programsfolder,supportingtasksforexternalprogramscanbeviewedandmanaged.

Functions
AddTask
Toaddatask,clickontheAdd Taskicon, ,intheupperrightcorneroftherightpane.Thefollowingtabs
willbecreated:

l General
l Triggers

Clickoneachtablabelformoreinformation.

ViewStatus
Toviewthestatusandthesettingsofatask,intherightpane,clickonthetaskinthetreeview.

EditTask
Toconfigureatask,clickontheEdit Taskicon, ,orclickonthetaskinthetreeview.Intherightpane,
thefollowingtabsarepresented:

l General
l Triggers

Clickoneachtablabelformoreinformation.

CopyTask
Tocopyatask,clickontheCopy this task to clipboardicon, .

PasteTask
Pastingataskintoafolderwillcreateanewtask.Topasteacopiedtasktoaspecificfolder,clickon

(highlight)thefolderandclickonthePaste Taskicon, ,intherightpane(totheleftoftheAdd Task


icon, ).

RunTask
Tostartatask,clickontheRun this taskicon, .

AbortTask
Tostopatask,clickontheAbort this taskicon, .

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DeleteTask
Toentirelyremoveatask,eitherclickon(highlight)thedocument,inwhichthetaskresides,inthetreeview,
andclickontheDelete this Taskiconofthattask, ,intherightpane,orclickon(highlight)thetask
inthetreeview,andright-clickonDelete.

General
OntheGeneraltab,thebasicsettingsandparametersofthecurrent taskcanbemanaged.The
categoriesforadocumentcanbeassigned,created,edited,anddeleted.Acategorybundlesdocumentsin
containers,tomakecategorizationeasierfortheend-user.Thecategoriesareonlyvisibletotheend-useron
theQlikViewAccessPoint.Eachdocumentcanonlybepartofonecategory.

Basics
Enabled
Toenablethetask,tickthischeckbox.Todisablethetask,untickthischeckbox.

Task Name
Toeditthenameofthetask,enterthepreferrednameinthistextbox.

The Task Name must be unique; if it is not, a suffix number will be added to make it unique, for
example, 'MyTask' will become 'MyTask (2)'.

Select Category
Toassignacategorytoasupportingtask,selectoneoftheavailablecategories,presentedinthedrop-down
list.

Defaultvalue:Default.

Or Type a New Category


Tocreateacategory,enteradescriptivenameinthistextbox.Thenewcategorywillbeavailableinthe
Select Categorydrop-downlist.

Categories can be reassigned, but cannot be deleted.

Task Description
Toeditthedescriptionofthetask,enterthepreferreddescriptioninthistextbox.

Parameters
Command Line Statement
Thecommandlinestatementthatwillbeexecuted.Toeditthecommandline,enterthepreferredstatement
inthistextbox.

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If the statement contains any ' ' (white space), the path must start and end with quotation
marks, ".

Example:

Thetaskstartstheapplicationnotepad.exeanddisplaysthecontentofthefileodbc.ini:
c:\windows\notepad.exe c:\windows\odbc.ini

TaskResultHandling
Ignore Errors (Non-zero Return Codes)
Normally,anynon-zeroresultcodewillbetreatedasifthetaskfailed.Toignoretheresultcode,makingthe
taskalwaysbeingtreatedassuccessful,tickthischeckbox.Tohandleerrors,untickthischeckbox.

Triggers
OntheTriggerstab,thecurrent taskcanbeconfiguredtobestartedbytriggers.Ataskcanhave
multipletriggers,creatingaworkflowoftasks.Thistabcontainsthefollowingheadings:

l CurrentTriggers
l TaskDependencies

CurrentTriggers
Eachrowpresentsaseparatetrigger.Thecurrent taskisstartedifanytriggerisreleased(ORoperator).
Ifseveraltriggers(multipleconditions)aretobereleased,beforethecurrent taskisstarted,theOn
Multiple Events Completedfunctionshouldbeused(ANDoperator).

Tocreateatrigger,clickontheAddicon, ,totherightinthepane.

Trigger
Thetypeofthetrigger.Thepossiblevalueisthefollowing:

l Once Trigger
l Task Finished Trigger
l External Event Trigger
l And Trigger

Details
Thetriggerconditionsettings,thatis,asummaryofwhenthetriggerstartsthecurrent task.

Enabled
Thecurrentstatusofthetrigger.Thepossiblevaluesarethefollowing:

l Enabled
l Disabled

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Edit Trigger
Toconfigureatrigger,clickontheEdit Triggericon, .

Delete
Toentirelyremoveatrigger,clickontheDeleteicon, .

ConfigureTriggerDialog
Start the Task
Choosethetypeoftrigger,byclickingononeofthefollowingoptionsinthedrop-downlist:

l OnaSchedule
l OnEventfromAnotherTask
l OnanExternalEvent
l OnMultipleEventsCompleted

Enabled
Toenablethetriggerforexecutionofthetask,tickthischeckbox.Todisablethetrigger,untickthischeck
box.

On a Schedule
WhentheOn a Scheduletriggertypewaschosen,atriggercanbescheduledtostartthecurrent
task.Thefollowingconfigurationoptionsareavailable:

Recurrence
Chooseascheduleforthetriggertostart,byclickingononeofthefollowingoptions:

l Once
l Hourly
l Daily
l Weekly
l Monthly
l Continuously

All time specifications must be in the 24-hour format.

Startat
Enterthedateandtimeoftheinitialtriggerstartinthistextbox,byusingthefollowingformat:yyyy-mm-dd
hh:mm:ss.

Example:

2011-12-31 23:59:59

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Once
Nofurthersettingsareavailable.

Hourly
RunEvery
Chooseatimeintervalforthetriggertostart,byenteringthedesirednumberintheHoursandMinutes
textboxes.

Example:

1and10,meaningthatthetriggerwillstartevery70minutes(theexamplenotconsideringotherpossible
limitingsettings).

On
Choosetheday(s)oftheweekforthetriggertostart,bytickinganyofthefollowingcheckboxes:

l Monday
l Tuesday
l Wednesday
l Thursday
l Friday
l Saturday
l Sunday

If no day was chosen, the trigger runs all days.

RunOnlyBetween
Tolimitthetriggerstartwithinaday,tickthischeckbox.Enterthestarttimeandthestoptime,inbetween
whichtriggerstartisallowed,inthestartandstoptextboxes,byusingthefollowingformat:hh:mm.To
disablethelimitation,untickthischeckbox.

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

2012-12-31 23:59:59

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Daily
RunEvery
Chooseatimeintervalforthetriggertostart,byenteringthedesirednumberintheDaytextbox.

Example:

3,meaningthatthetriggerwillstarteverythirdday(theexamplenotconsideringotherpossiblelimiting
settings).

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

2012-12-31 23:59:59

Weekly
RunEvery
Chooseatimeintervalforthetriggertostart,byenteringthedesirednumberintheWeekstextbox.

Example:

2,meaningthatthetriggerwillstarteverysecondweek(theexamplenotconsideringotherpossiblelimiting
settings).

On
Choosetheday(s)oftheweekforthetriggertostart,bytickinganyofthefollowingcheckboxes:

l Monday
l Tuesday
l Wednesday
l Thursday
l Friday
l Saturday
l Sunday

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If no day was chosen, the current day is selected.

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

2012-12-31 23:59:59

Monthly
Months
Choosethemonth(s)oftheyearforthetriggertostart,bytickinganyofthefollowingcheckboxes:

l January
l February
l March
l April
l May
l June
l July
l August
l September
l October
l November
l December

If no month was chosen, the current month is selected.

CheckAll
Toautomaticallytickallofthemonths,clickonthisbutton.

UncheckAll
Toautomaticallyuntickallofthemonths,clickonthisbutton.

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RunOnly
TolimitthetriggerstartwithintheselectedMonths,selectoneofthefollowingoptions:

l Days,andselecttheday(s)ofthemonth(s)forthetriggertostart,bytickinganyofthefollowing
checkboxes:
1,2,3...31,whereeachvaluerepresentsthatdayofthemonth(s)
Last,meaningtheverylastdayofthemonth(s)

If no day was chosen, the trigger will not occur.

l On,andselecttheweekday(s)ofthemonth(s),bytickinganyofthefollowingcheckboxes:

Order Weekday

First Monday
Second Tuesday
Third Wednesday
Fourth Thursday
Last Friday
Saturday
Sunday

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

2012-12-31 23:59:59

Continuously
Nofurthersettingsareavailable.

On Event from Another Task


WhentheOn Event from Another Tasktriggertypewaschosen,thetriggercanbeconfiguredto
startthecurrent taskontheeventfromanothertask.Thefollowingconfigurationoptionsareavailable:

Starton
Chooseatriggerevent,byclickingononeofthefollowingoptionsinthedrop-downlist:

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l Successful,meaningthattheexecutionofthetaskwassuccessful
l Failed,meaningthattheexecutionofthetaskfailed

Completionof
Chooseatriggertask,byclickingononeoftheoptionsinthedrop-downlist.

On an External Event
WhentheOn an External Eventtriggertypewaschosen,thetriggercanbeconfiguredtostartthe
current taskonanexternalevent,thatis,anoutsidecomponent,makingaQlikViewManagement
Service(QMS)APIcall.Thefollowingconfigurationoptionsareavailable:

Password
Thispasswordisusedtoaccessthetaskandreleasethetrigger.Theexternaleventhastoknowthe
password.Toenableanexternaleventtoreleasethetriggerofthetask,enterapasswordinthistextbox.

On Multiple Events Completed


WhentheOn Multiple Events Completedtriggertypewaschosen,thetriggercanbeconfiguredto
startthecurrent taskwhenothertaskshaveallbeencompletedintheirexecutionwithin a
certain time.Thefollowingconfigurationoptionsareavailable:

TimeConstraint
Chooseatimelimit,withinwhichallofthetaskshavetocompletetheirexecution,byenteringthedesired
numberintheMinutestextbox.

Defaultvalue:360,meaning6hours.

RunTaskWhenAlloftheseEventsCompleted
ExternalEvent
Toaddanexternaleventtothelistoftasksthathavetobecompletedforthetriggertobestarted,tickthis
checkbox.Toentirelyremoveanexternaleventfromthelist,untickthischeckbox.

Password
Thispasswordisusedtoaccessthetaskandreleasethetrigger.Theexternaleventhastoknowthe
password.Toenableanexternaleventtoreleasethetriggerofthetask,enterapasswordinthistextbox.

TaskCompleted
Toaddtasks,andtheeventswithwhichtheyhavetobecompletedforthetriggertobestarted,clickonthe
Addicon, ,totherightinthepane.

Event
Selecttheeventforthetaskinthedrop-downlist.

Task
Selectthecorrespondingtask,forwhichaneventwasselectedintheEventfield,inthedrop-downlist.

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TaskDependencies
Taskdependencyisawayofmakingsurethatthecurrent taskrunsonlyifothertaskshavefinished
theirlastexecutionsuccessfully.Thetaskdependenciesoverruleanytrigger,whichmeansthatatrigger
mightnotbeabletostartthecurrent task,ifataskdependencyforthecurrent taskisnotfulfilled.
Toconfigureadependencyforthecurrent task,clickontheAddicon, ,totherightinthepane.

Task
Selectthetask(s),whichmusthavebeensuccessfullyexecutedbeforethecurrent taskcanbe
executed,inthedrop-downlist.

Delete
Toentirelyremoveataskdependency,clickontheDeleteicon, .

DatabaseCommand
IntheDatabase Commandfolder,supportingtasksforrunningcommandsagainstdatabasescanbe
viewedandmanaged.

Functions
AddTask
Toaddatask,clickontheAdd Taskicon, ,intheupperrightcorneroftherightpane.Thefollowingtabs
willbecreated:

l General
l Triggers

Clickoneachtablabelformoreinformation.

ViewStatus
Toviewthestatusandthesettingsofatask,intherightpane,clickonthetaskinthetreeview.

EditTask
Toconfigureatask,clickontheEdit Taskicon, ,orclickonthetaskinthetreeview.Intherightpane,
thefollowingtabsarepresented:

l General
l Triggers

Clickoneachtablabelformoreinformation.

CopyTask
Tocopyatask,clickontheCopy this task to clipboardicon, .

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PasteTask
Pastingataskintoafolderwillcreateanewtask.Topasteacopiedtasktoaspecificfolder,clickon

(highlight)thefolderandclickonthePaste Taskicon, ,intherightpane(totheleftoftheAdd Task


icon, ).

RunTask
Tostartatask,clickontheRun this taskicon, .

AbortTask
Tostoparunningtask,clickontheAbort this taskicon, .

DeleteTask
Toentirelyremoveatask,eitherclickon(highlight)thedocument,inwhichthetaskresides,inthetreeview,
andclickontheDelete this Taskiconofthattask, ,intherightpane,orclickon(highlight)thetask
inthetreeview,andright-clickonDelete.

General
OntheGeneraltab,thebasicsettingsandparametersofthecurrent taskcanbemanaged.The
categoriesforadocumentcanbeassigned,created,edited,anddeleted.Acategorybundlesdocumentsin
containers,tomakecategorizationeasierfortheend-user.Thecategoriesareonlyvisibletotheend-useron
theQlikViewAccessPoint.Eachdocumentcanonlybepartofonecategory.

Basics
Enabled
Toenablethetask,tickthischeckbox.Todisablethetask,untickthischeckbox.

Task Name
Toeditthenameofthetask,enterthepreferrednameinthistextbox.

The Task Name must be unique; if it is not, a suffix number will be added to make it unique, for
example, 'MyTask' will become 'MyTask (2)'.

Select Category
Toassignacategorytoasupportingtask,selectoneoftheavailablecategories,presentedinthedrop-down
list.

Defaultvalue:Default.

Or Type a New Category


Tocreateacategory,enteradescriptivenameinthistextbox.Thenewcategorywillbeavailableinthe
Select Categorydrop-downlist.

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Categories can be reassigned, but cannot be deleted.

Task Description
Toeditthedescriptionofthetask,enterthepreferreddescriptioninthistextbox.

Parameters
User Name
Usernameusedfortheconnectionstring.

Password
Passwordusedfortheconnectionstring.Inthisfieldthepasswordishiddentoavoiddisplayingitinclear
text.

Connection String
Theconnectionstringthatwillbeusedforconnectingtothedatabase.Toedittheconnectionstring,enter
thepreferredstatementinthistextbox.

Use they keyword {user} and {pwd} in the connection string to insert the user name and
password.

Database Command
Thedatabasecommandstatementthatwillbeexecuted.Thiscanbeanycommandthatthedatabasewill
recognize(Stored ProceduresorSQL statements).Toeditthedatabasecommand,enterthe
preferredstatementinthistextbox.

Triggers
OntheTriggerstab,thecurrent taskcanbeconfiguredtobestartedbytriggers.Ataskcanhave
multipletriggers,creatingaworkflowoftasks.Thistabcontainsthefollowingheadings:

l CurrentTriggers
l TaskDependencies

CurrentTriggers
Eachrowpresentsaseparatetrigger.Thecurrent taskisstartedifanytriggerisreleased(ORoperator).
Ifseveraltriggers(multipleconditions)aretobereleased,beforethecurrent taskisstarted,theOn
Multiple Events Completedfunctionshouldbeused(ANDoperator).

Tocreateatrigger,clickontheAddicon, ,totherightinthepane.

Trigger
Thetypeofthetrigger.Thepossiblevalueisthefollowing:

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l Once Trigger
l Task Finished Trigger
l External Event Trigger
l And Trigger

Details
Thetriggerconditionsettings,thatis,asummaryofwhenthetriggerstartsthecurrent task.

Enabled
Thecurrentstatusofthetrigger.Thepossiblevaluesarethefollowing:

l Enabled
l Disabled

Edit Trigger
Toconfigureatrigger,clickontheEdit Triggericon, .

Delete
Toentirelyremoveatrigger,clickontheDeleteicon, .

ConfigureTriggerDialog
Start the Task
Choosethetypeoftrigger,byclickingononeofthefollowingoptionsinthedrop-downlist:

l OnaSchedule
l OnEventfromAnotherTask
l OnanExternalEvent
l OnMultipleEventsCompleted

Enabled
Toenablethetriggerforexecutionofthetask,tickthischeckbox.Todisablethetrigger,untickthischeck
box.

On a Schedule
WhentheOn a Scheduletriggertypewaschosen,atriggercanbescheduledtostartthecurrent
task.Thefollowingconfigurationoptionsareavailable:

Recurrence
Chooseascheduleforthetriggertostart,byclickingononeofthefollowingoptions:

l Once
l Hourly
l Daily
l Weekly

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l Monthly
l Continuously

All time specifications must be in the 24-hour format.

Startat
Enterthedateandtimeoftheinitialtriggerstartinthistextbox,byusingthefollowingformat:yyyy-mm-dd
hh:mm:ss.

Example:

2011-12-31 23:59:59

Once
Nofurthersettingsareavailable.

Hourly
RunEvery
Chooseatimeintervalforthetriggertostart,byenteringthedesirednumberintheHoursandMinutes
textboxes.

Example:

1and10,meaningthatthetriggerwillstartevery70minutes(theexamplenotconsideringotherpossible
limitingsettings).

On
Choosetheday(s)oftheweekforthetriggertostart,bytickinganyofthefollowingcheckboxes:

l Monday
l Tuesday
l Wednesday
l Thursday
l Friday
l Saturday
l Sunday

If no day was chosen, the trigger runs all days.

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RunOnlyBetween
Tolimitthetriggerstartwithinaday,tickthischeckbox.Enterthestarttimeandthestoptime,inbetween
whichtriggerstartisallowed,inthestartandstoptextboxes,byusingthefollowingformat:hh:mm.To
disablethelimitation,untickthischeckbox.

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

2012-12-31 23:59:59

Daily
RunEvery
Chooseatimeintervalforthetriggertostart,byenteringthedesirednumberintheDaytextbox.

Example:

3,meaningthatthetriggerwillstarteverythirdday(theexamplenotconsideringotherpossiblelimiting
settings).

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

2012-12-31 23:59:59

Weekly
RunEvery
Chooseatimeintervalforthetriggertostart,byenteringthedesirednumberintheWeekstextbox.

Example:

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2,meaningthatthetriggerwillstarteverysecondweek(theexamplenotconsideringotherpossiblelimiting
settings).

On
Choosetheday(s)oftheweekforthetriggertostart,bytickinganyofthefollowingcheckboxes:

l Monday
l Tuesday
l Wednesday
l Thursday
l Friday
l Saturday
l Sunday

If no day was chosen, the current day is selected.

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

2012-12-31 23:59:59

Monthly
Months
Choosethemonth(s)oftheyearforthetriggertostart,bytickinganyofthefollowingcheckboxes:

l January
l February
l March
l April
l May
l June
l July
l August
l September

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l October
l November
l December

If no month was chosen, the current month is selected.

CheckAll
Toautomaticallytickallofthemonths,clickonthisbutton.

UncheckAll
Toautomaticallyuntickallofthemonths,clickonthisbutton.

RunOnly
TolimitthetriggerstartwithintheselectedMonths,selectoneofthefollowingoptions:

l Days,andselecttheday(s)ofthemonth(s)forthetriggertostart,bytickinganyofthefollowing
checkboxes:
1,2,3...31,whereeachvaluerepresentsthatdayofthemonth(s)
Last,meaningtheverylastdayofthemonth(s)

If no day was chosen, the trigger will not occur.

l On,andselecttheweekday(s)ofthemonth(s),bytickinganyofthefollowingcheckboxes:

Order Weekday

First Monday
Second Tuesday
Third Wednesday
Fourth Thursday
Last Friday
Saturday
Sunday

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

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2012-12-31 23:59:59

Continuously
Nofurthersettingsareavailable.

On Event from Another Task


WhentheOn Event from Another Tasktriggertypewaschosen,thetriggercanbeconfiguredto
startthecurrent taskontheeventfromanothertask.Thefollowingconfigurationoptionsareavailable:

Starton
Chooseatriggerevent,byclickingononeofthefollowingoptionsinthedrop-downlist:

l Successful,meaningthattheexecutionofthetaskwassuccessful
l Failed,meaningthattheexecutionofthetaskfailed

Completionof
Chooseatriggertask,byclickingononeoftheoptionsinthedrop-downlist.

On an External Event
WhentheOn an External Eventtriggertypewaschosen,thetriggercanbeconfiguredtostartthe
current taskonanexternalevent,thatis,anoutsidecomponent,makingaQlikViewManagement
Service(QMS)APIcall.Thefollowingconfigurationoptionsareavailable:

Password
Thispasswordisusedtoaccessthetaskandreleasethetrigger.Theexternaleventhastoknowthe
password.Toenableanexternaleventtoreleasethetriggerofthetask,enterapasswordinthistextbox.

On Multiple Events Completed


WhentheOn Multiple Events Completedtriggertypewaschosen,thetriggercanbeconfiguredto
startthecurrent taskwhenothertaskshaveallbeencompletedintheirexecutionwithin a
certain time.Thefollowingconfigurationoptionsareavailable:

TimeConstraint
Chooseatimelimit,withinwhichallofthetaskshavetocompletetheirexecution,byenteringthedesired
numberintheMinutestextbox.

Defaultvalue:360,meaning6hours.

RunTaskWhenAlloftheseEventsCompleted
ExternalEvent
Toaddanexternaleventtothelistoftasksthathavetobecompletedforthetriggertobestarted,tickthis
checkbox.Toentirelyremoveanexternaleventfromthelist,untickthischeckbox.

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Password
Thispasswordisusedtoaccessthetaskandreleasethetrigger.Theexternaleventhastoknowthe
password.Toenableanexternaleventtoreleasethetriggerofthetask,enterapasswordinthistextbox.

TaskCompleted
Toaddtasks,andtheeventswithwhichtheyhavetobecompletedforthetriggertobestarted,clickonthe
Addicon, ,totherightinthepane.

Event
Selecttheeventforthetaskinthedrop-downlist.

Task
Selectthecorrespondingtask,forwhichaneventwasselectedintheEventfield,inthedrop-downlist.

TaskDependencies
Taskdependencyisawayofmakingsurethatthecurrent taskrunsonlyifothertaskshavefinished
theirlastexecutionsuccessfully.Thetaskdependenciesoverruleanytrigger,whichmeansthatatrigger
mightnotbeabletostartthecurrent task,ifataskdependencyforthecurrent taskisnotfulfilled.
Toconfigureadependencyforthecurrent task,clickontheAddicon, ,totherightinthepane.

Task
Selectthetask(s),whichmusthavebeensuccessfullyexecutedbeforethecurrent taskcanbe
executed,inthedrop-downlist.

Delete
Toentirelyremoveataskdependency,clickontheDeleteicon, .

Pause
InthePausefolder,supportingtasksforpausescanbeviewedandmanaged.

Functions
AddTask
Toaddatask,clickontheAdd Taskicon, ,intheupperrightcorneroftherightpane.Thefollowingtabs
willbecreated:

l General
l Triggers

Clickoneachtablabelformoreinformation.

ViewStatus
Toviewthestatusandthesettingsofatask,intherightpane,clickonthetaskinthetreeview.

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EditTask
Toconfigureatask,clickontheEdit Taskicon, ,orclickonthetaskinthetreeview.Intherightpane,
thefollowingtabsarepresented:

l General
l Triggers

Clickoneachtablabelformoreinformation.

CopyTask
Tocopyatask,clickontheCopy this task to clipboardicon, .

PasteTask
Pastingataskintoafolderwillcreateanewtask.Topasteacopiedtasktoaspecificfolder,clickon

(highlight)thefolderandclickonthePaste Taskicon, ,intherightpane(totheleftoftheAdd Task


icon, ).

RunTask
Tostartatask,clickontheRun this taskicon, .

AbortTask
Tostopatask,clickontheAbort this taskicon, .

DeleteTask
Toentirelyremoveatask,eitherclickon(highlight)thedocument,inwhichthetaskresides,inthetreeview,
andclickontheDelete this Taskiconofthattask, ,intherightpane,orclickon(highlight)thetask
inthetreeview,andright-clickonDelete.

General
OntheGeneraltab,thebasicsettingsandparametersofthecurrent taskcanbemanaged.The
categoriesforadocumentcanbeassigned,created,edited,anddeleted.Acategorybundlesdocumentsin
containers,tomakecategorizationeasierfortheend-user.Thecategoriesareonlyvisibletotheend-useron
theQlikViewAccessPoint.Eachdocumentcanonlybepartofonecategory.

Basics
Enabled
Toenablethetask,tickthischeckbox.Todisablethetask,untickthischeckbox.

Task Name
Toeditthenameofthetask,enterthepreferrednameinthistextbox.

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The Task Name must be unique; if it is not, a suffix number will be added to make it unique, for
example, 'MyTask' will become 'MyTask (2)'.

Select Category
Toassignacategorytoasupportingtask,selectoneoftheavailablecategories,presentedinthedrop-down
list.

Defaultvalue:Default.

Or Type a New Category


Tocreateacategory,enteradescriptivenameinthistextbox.Thenewcategorywillbeavailableinthe
Select Categorydrop-downlist.

Categories can be reassigned, but cannot be deleted.

Task Description
Toeditthedescriptionofthetask,enterthepreferreddescriptioninthistextbox.

Parameters
Selectoneofthefollowingpauseoptions:

l Delay Seconds
Thiswillpausefornseconds.Toeditthisparameter,enterthepreferredvalueinthistextbox.

Defaultvalue:0(seconds).

l Delay Until
Thiswillpauseuntilthespecifiedtimeisreached.Toeditthisparameter,enterthepreferredvalue,in
theformathh:mm,inthistextbox.

Triggers
OntheTriggerstab,thecurrent taskcanbeconfiguredtobestartedbytriggers.Ataskcanhave
multipletriggers,creatingaworkflowoftasks.Thistabcontainsthefollowingheadings:

l CurrentTriggers
l TaskDependencies

CurrentTriggers
Eachrowpresentsaseparatetrigger.Thecurrent taskisstartedifanytriggerisreleased(ORoperator).
Ifseveraltriggers(multipleconditions)aretobereleased,beforethecurrent taskisstarted,theOn
Multiple Events Completedfunctionshouldbeused(ANDoperator).

Tocreateatrigger,clickontheAddicon, ,totherightinthepane.

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Trigger
Thetypeofthetrigger.Thepossiblevalueisthefollowing:

l Once Trigger
l Task Finished Trigger
l External Event Trigger
l And Trigger

Details
Thetriggerconditionsettings,thatis,asummaryofwhenthetriggerstartsthecurrent task.

Enabled
Thecurrentstatusofthetrigger.Thepossiblevaluesarethefollowing:

l Enabled
l Disabled

Edit Trigger
Toconfigureatrigger,clickontheEdit Triggericon, .

Delete
Toentirelyremoveatrigger,clickontheDeleteicon, .

ConfigureTriggerDialog
Start the Task
Choosethetypeoftrigger,byclickingononeofthefollowingoptionsinthedrop-downlist:

l OnaSchedule
l OnEventfromAnotherTask
l OnanExternalEvent
l OnMultipleEventsCompleted

Enabled
Toenablethetriggerforexecutionofthetask,tickthischeckbox.Todisablethetrigger,untickthischeck
box.

On a Schedule
WhentheOn a Scheduletriggertypewaschosen,atriggercanbescheduledtostartthecurrent
task.Thefollowingconfigurationoptionsareavailable:

Recurrence
Chooseascheduleforthetriggertostart,byclickingononeofthefollowingoptions:

l Once
l Hourly

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l Daily
l Weekly
l Monthly
l Continuously

All time specifications must be in the 24-hour format.

Startat
Enterthedateandtimeoftheinitialtriggerstartinthistextbox,byusingthefollowingformat:yyyy-mm-dd
hh:mm:ss.

Example:

2011-12-31 23:59:59

Once
Nofurthersettingsareavailable.

Hourly
RunEvery
Chooseatimeintervalforthetriggertostart,byenteringthedesirednumberintheHoursandMinutes
textboxes.

Example:

1and10,meaningthatthetriggerwillstartevery70minutes(theexamplenotconsideringotherpossible
limitingsettings).

On
Choosetheday(s)oftheweekforthetriggertostart,bytickinganyofthefollowingcheckboxes:

l Monday
l Tuesday
l Wednesday
l Thursday
l Friday
l Saturday
l Sunday

If no day was chosen, the trigger runs all days.

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RunOnlyBetween
Tolimitthetriggerstartwithinaday,tickthischeckbox.Enterthestarttimeandthestoptime,inbetween
whichtriggerstartisallowed,inthestartandstoptextboxes,byusingthefollowingformat:hh:mm.To
disablethelimitation,untickthischeckbox.

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

2012-12-31 23:59:59

Daily
RunEvery
Chooseatimeintervalforthetriggertostart,byenteringthedesirednumberintheDaytextbox.

Example:

3,meaningthatthetriggerwillstarteverythirdday(theexamplenotconsideringotherpossiblelimiting
settings).

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

2012-12-31 23:59:59

Weekly
RunEvery
Chooseatimeintervalforthetriggertostart,byenteringthedesirednumberintheWeekstextbox.

Example:

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2,meaningthatthetriggerwillstarteverysecondweek(theexamplenotconsideringotherpossiblelimiting
settings).

On
Choosetheday(s)oftheweekforthetriggertostart,bytickinganyofthefollowingcheckboxes:

l Monday
l Tuesday
l Wednesday
l Thursday
l Friday
l Saturday
l Sunday

If no day was chosen, the current day is selected.

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

2012-12-31 23:59:59

Monthly
Months
Choosethemonth(s)oftheyearforthetriggertostart,bytickinganyofthefollowingcheckboxes:

l January
l February
l March
l April
l May
l June
l July
l August
l September

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l October
l November
l December

If no month was chosen, the current month is selected.

CheckAll
Toautomaticallytickallofthemonths,clickonthisbutton.

UncheckAll
Toautomaticallyuntickallofthemonths,clickonthisbutton.

RunOnly
TolimitthetriggerstartwithintheselectedMonths,selectoneofthefollowingoptions:

l Days,andselecttheday(s)ofthemonth(s)forthetriggertostart,bytickinganyofthefollowing
checkboxes:
1,2,3...31,whereeachvaluerepresentsthatdayofthemonth(s)
Last,meaningtheverylastdayofthemonth(s)

If no day was chosen, the trigger will not occur.

l On,andselecttheweekday(s)ofthemonth(s),bytickinganyofthefollowingcheckboxes:

Order Weekday

First Monday
Second Tuesday
Third Wednesday
Fourth Thursday
Last Friday
Saturday
Sunday

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

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2012-12-31 23:59:59

Continuously
Nofurthersettingsareavailable.

On Event from Another Task


WhentheOn Event from Another Tasktriggertypewaschosen,thetriggercanbeconfiguredto
startthecurrent taskontheeventfromanothertask.Thefollowingconfigurationoptionsareavailable:

Starton
Chooseatriggerevent,byclickingononeofthefollowingoptionsinthedrop-downlist:

l Successful,meaningthattheexecutionofthetaskwassuccessful
l Failed,meaningthattheexecutionofthetaskfailed

Completionof
Chooseatriggertask,byclickingononeoftheoptionsinthedrop-downlist.

On an External Event
WhentheOn an External Eventtriggertypewaschosen,thetriggercanbeconfiguredtostartthe
current taskonanexternalevent,thatis,anoutsidecomponent,makingaQlikViewManagement
Service(QMS)APIcall.Thefollowingconfigurationoptionsareavailable:

Password
Thispasswordisusedtoaccessthetaskandreleasethetrigger.Theexternaleventhastoknowthe
password.Toenableanexternaleventtoreleasethetriggerofthetask,enterapasswordinthistextbox.

On Multiple Events Completed


WhentheOn Multiple Events Completedtriggertypewaschosen,thetriggercanbeconfiguredto
startthecurrent taskwhenothertaskshaveallbeencompletedintheirexecutionwithin a
certain time.Thefollowingconfigurationoptionsareavailable:

TimeConstraint
Chooseatimelimit,withinwhichallofthetaskshavetocompletetheirexecution,byenteringthedesired
numberintheMinutestextbox.

Defaultvalue:360,meaning6hours.

RunTaskWhenAlloftheseEventsCompleted
ExternalEvent
Toaddanexternaleventtothelistoftasksthathavetobecompletedforthetriggertobestarted,tickthis
checkbox.Toentirelyremoveanexternaleventfromthelist,untickthischeckbox.

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Password
Thispasswordisusedtoaccessthetaskandreleasethetrigger.Theexternaleventhastoknowthe
password.Toenableanexternaleventtoreleasethetriggerofthetask,enterapasswordinthistextbox.

TaskCompleted
Toaddtasks,andtheeventswithwhichtheyhavetobecompletedforthetriggertobestarted,clickonthe
Addicon, ,totherightinthepane.

Event
Selecttheeventforthetaskinthedrop-downlist.

Task
Selectthecorrespondingtask,forwhichaneventwasselectedintheEventfield,inthedrop-downlist.

TaskDependencies
Taskdependencyisawayofmakingsurethatthecurrent taskrunsonlyifothertaskshavefinished
theirlastexecutionsuccessfully.Thetaskdependenciesoverruleanytrigger,whichmeansthatatrigger
mightnotbeabletostartthecurrent task,ifataskdependencyforthecurrent taskisnotfulfilled.
Toconfigureadependencyforthecurrent task,clickontheAddicon, ,totherightinthepane.

Task
Selectthetask(s),whichmusthavebeensuccessfullyexecutedbeforethecurrent taskcanbe
executed,inthedrop-downlist.

Delete
Toentirelyremoveataskdependency,clickontheDeleteicon, .

QVDCreation
IntheQVD Creationfolder,supportingtasksforQlikViewData(QVD)creationcanbeviewedand
managed.

TheQVDcreationfeatureallowsQlikViewAdministratorstodeliverspecificQVDfilestospecificQlikView
Developersandend-users.WithQVDcreation,QlikViewAdministratorscanscheduletaskstocreateQVD
files.ThesetasksdonotrequireanexistingQlikViewdocument(.qvw)file.Instead,theQlikView
AdministratorcaninserttheloadscriptnecessarytogenerateaQlikViewtableintotheQVDcreationtask,
andtheQlikViewPublisher(QVP)willexecutetheloadscriptandautomaticallystoretheQVDinadesired
location.

Functions
AddTask
Toaddatask,clickontheAdd Taskicon, ,intheupperrightcorneroftherightpane.Thefollowingtabs
willbecreated:

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l General
l Triggers

Clickoneachtablabelformoreinformation.

ViewStatus
Toviewthestatusandthesettingsofatask,intherightpane,clickonthetaskinthetreeview.

EditTask
Toconfigureatask,clickontheEdit Taskicon, ,orclickonthetaskinthetreeview.Intherightpane,
thefollowingtabsarepresented:

l General
l Triggers

Clickoneachtablabelformoreinformation.

CopyTask
Tocopyatask,clickontheCopy this task to clipboardicon, .

PasteTask
Pastingataskintoafolderwillcreateanewtask.Topasteacopiedtasktoaspecificfolder,clickon

(highlight)thefolderandclickonthePaste Taskicon, ,intherightpane(totheleftoftheAdd Task


icon, ).

RunTask
Tostartatask,clickontheRun this taskicon, .

AbortTask
Tostopatask,clickontheAbort this taskicon, .

DeleteTask
Toentirelyremoveatask,eitherclickon(highlight)thedocument,inwhichthetaskresides,inthetreeview,
andclickontheDelete this Taskiconofthattask, ,intherightpane,orclickon(highlight)thetask
inthetreeview,andright-clickonDelete.

General
OntheGeneraltab,thebasicsettingsandparametersofthecurrent taskcanbemanaged.The
categoriesforadocumentcanbeassigned,created,edited,anddeleted.Acategorybundlesdocumentsin
containers,tomakecategorizationeasierfortheend-user.Thecategoriesareonlyvisibletotheend-useron
theQlikViewAccessPoint.Eachdocumentcanonlybepartofonecategory.

Basics
Enabled
Toenablethetask,tickthischeckbox.Todisablethetask,untickthischeckbox.

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Task Name
Toeditthenameofthetask,enterthepreferrednameinthistextbox.

The Task Name must be unique; if it is not, a suffix number will be added to make it unique, for
example, 'MyTask' will become 'MyTask (2)'.

Select Category
Toassignacategorytoasupportingtask,selectoneoftheavailablecategories,presentedinthedrop-down
list.

Defaultvalue:Default.

Or Type a New Category


Tocreateacategory,enteradescriptivenameinthistextbox.Thenewcategorywillbeavailableinthe
Select Categorydrop-downlist.

Categories can be reassigned, but cannot be deleted.

Task Description
Toeditthedescriptionofthetask,enterthepreferreddescriptioninthistextbox.

Parameters
Table Name
ThenameoftheQVDdatabasetable.Toeditthetablename,enterthepreferrednameinthistextbox.

The table name is required, because the QVD creation task uses this name to generate the
QlikView table and QVD file. The QVD creation task will fail if the table name is not provided.

QVD Path
ToselectafolderfortheQVD,clickontheBrowseicon, ,andchoosethefolderintheChoose Folder
dialog.

QVD Users
Toselectthemethodformanagingusersandgroups,clickononeofthefollowingdrop-downlistoptions:

l All Authenticated Users,meaningthatanyauthenticateduserisauthorized.


l Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingfor
usersandgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryService
Connector).

Add Users and Groups


IfNamed UserswaschosenintheUser Typefield,dothefollowing:

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Tomanageusersandgroups,clickontheManage Usersdialogicon, .

l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.

l Search for Users and Groups


Enterthedesiredsearchterm(s)inthistextbox,tofindauseroragroup,andclickontheSearch

icon, .

l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.

l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.

l Selected Users
Thisboxpresentstheselectedusersandgroups.

l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.

l << Delete All


TodeselectalloftheusersandgroupsfromtheSelected Usersbox,clickonthisbutton.

Script
TheloadscriptthatisrequiredtogeneratetheQVDfile.Toeditthescript,enterthepreferredstatementin
thistextbox.

A QVD generation task can only create a single QVD file. The script entered into the task
should contain all the script necessary to create the QlikView table, including the necessary
'CONNECT' statements. The QVD creation task automatically adds the necessary 'STORE'
statement; therefore, this statement should not be included in the script.

Triggers
OntheTriggerstab,thecurrent taskcanbeconfiguredtobestartedbytriggers.Ataskcanhave
multipletriggers,creatingaworkflowoftasks.Thistabcontainsthefollowingheadings:

l CurrentTriggers
l TaskDependencies

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CurrentTriggers
Eachrowpresentsaseparatetrigger.Thecurrent taskisstartedifanytriggerisreleased(ORoperator).
Ifseveraltriggers(multipleconditions)aretobereleased,beforethecurrent taskisstarted,theOn
Multiple Events Completedfunctionshouldbeused(ANDoperator).

Tocreateatrigger,clickontheAddicon, ,totherightinthepane.

Trigger
Thetypeofthetrigger.Thepossiblevalueisthefollowing:

l Once Trigger
l Task Finished Trigger
l External Event Trigger
l And Trigger

Details
Thetriggerconditionsettings,thatis,asummaryofwhenthetriggerstartsthecurrent task.

Enabled
Thecurrentstatusofthetrigger.Thepossiblevaluesarethefollowing:

l Enabled
l Disabled

Edit Trigger
Toconfigureatrigger,clickontheEdit Triggericon, .

Delete
Toentirelyremoveatrigger,clickontheDeleteicon, .

ConfigureTriggerDialog
Start the Task
Choosethetypeoftrigger,byclickingononeofthefollowingoptionsinthedrop-downlist:

l OnaSchedule
l OnEventfromAnotherTask
l OnanExternalEvent
l OnMultipleEventsCompleted

Enabled
Toenablethetriggerforexecutionofthetask,tickthischeckbox.Todisablethetrigger,untickthischeck
box.

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On a Schedule
WhentheOn a Scheduletriggertypewaschosen,atriggercanbescheduledtostartthecurrent
task.Thefollowingconfigurationoptionsareavailable:

Recurrence
Chooseascheduleforthetriggertostart,byclickingononeofthefollowingoptions:

l Once
l Hourly
l Daily
l Weekly
l Monthly
l Continuously

All time specifications must be in the 24-hour format.

Startat
Enterthedateandtimeoftheinitialtriggerstartinthistextbox,byusingthefollowingformat:yyyy-mm-dd
hh:mm:ss.

Example:

2011-12-31 23:59:59

Once
Nofurthersettingsareavailable.

Hourly
RunEvery
Chooseatimeintervalforthetriggertostart,byenteringthedesirednumberintheHoursandMinutes
textboxes.

Example:

1and10,meaningthatthetriggerwillstartevery70minutes(theexamplenotconsideringotherpossible
limitingsettings).

On
Choosetheday(s)oftheweekforthetriggertostart,bytickinganyofthefollowingcheckboxes:

l Monday
l Tuesday

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l Wednesday
l Thursday
l Friday
l Saturday
l Sunday

If no day was chosen, the trigger runs all days.

RunOnlyBetween
Tolimitthetriggerstartwithinaday,tickthischeckbox.Enterthestarttimeandthestoptime,inbetween
whichtriggerstartisallowed,inthestartandstoptextboxes,byusingthefollowingformat:hh:mm.To
disablethelimitation,untickthischeckbox.

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

2012-12-31 23:59:59

Daily
RunEvery
Chooseatimeintervalforthetriggertostart,byenteringthedesirednumberintheDaytextbox.

Example:

3,meaningthatthetriggerwillstarteverythirdday(theexamplenotconsideringotherpossiblelimiting
settings).

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

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Example:

2012-12-31 23:59:59

Weekly
RunEvery
Chooseatimeintervalforthetriggertostart,byenteringthedesirednumberintheWeekstextbox.

Example:

2,meaningthatthetriggerwillstarteverysecondweek(theexamplenotconsideringotherpossiblelimiting
settings).

On
Choosetheday(s)oftheweekforthetriggertostart,bytickinganyofthefollowingcheckboxes:

l Monday
l Tuesday
l Wednesday
l Thursday
l Friday
l Saturday
l Sunday

If no day was chosen, the current day is selected.

MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

2012-12-31 23:59:59

Monthly
Months
Choosethemonth(s)oftheyearforthetriggertostart,bytickinganyofthefollowingcheckboxes:

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l January
l February
l March
l April
l May
l June
l July
l August
l September
l October
l November
l December

If no month was chosen, the current month is selected.

CheckAll
Toautomaticallytickallofthemonths,clickonthisbutton.

UncheckAll
Toautomaticallyuntickallofthemonths,clickonthisbutton.

RunOnly
TolimitthetriggerstartwithintheselectedMonths,selectoneofthefollowingoptions:

l Days,andselecttheday(s)ofthemonth(s)forthetriggertostart,bytickinganyofthefollowing
checkboxes:
1,2,3...31,whereeachvaluerepresentsthatdayofthemonth(s)
Last,meaningtheverylastdayofthemonth(s)

If no day was chosen, the trigger will not occur.

l On,andselecttheweekday(s)ofthemonth(s),bytickinganyofthefollowingcheckboxes:

Order Weekday

First Monday
Second Tuesday
Third Wednesday
Fourth Thursday
Last Friday
Saturday
Sunday

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MaxNumberofExecutions
Tolimitthenumberoftriggerstarts,tickthischeckboxandentertheallowednumberoftriggerstartsinthe
Max Numbertextbox.Tonotlimitthenumberoftriggerstarts,untickthischeckbox.

Expire
Tomakethetriggerexpireonaspecificdateandtime,tickthischeckboxandenterthedateandtimeinthis
textbox,byusingthefollowingformat:yyyy-mm-dd hh:mm:ss.Tomakethetriggernottoexpire,untick
thischeckbox.

Example:

2012-12-31 23:59:59

Continuously
Nofurthersettingsareavailable.

On Event from Another Task


WhentheOn Event from Another Tasktriggertypewaschosen,thetriggercanbeconfiguredto
startthecurrent taskontheeventfromanothertask.Thefollowingconfigurationoptionsareavailable:

Starton
Chooseatriggerevent,byclickingononeofthefollowingoptionsinthedrop-downlist:

l Successful,meaningthattheexecutionofthetaskwassuccessful
l Failed,meaningthattheexecutionofthetaskfailed

Completionof
Chooseatriggertask,byclickingononeoftheoptionsinthedrop-downlist.

On an External Event
WhentheOn an External Eventtriggertypewaschosen,thetriggercanbeconfiguredtostartthe
current taskonanexternalevent,thatis,anoutsidecomponent,makingaQlikViewManagement
Service(QMS)APIcall.Thefollowingconfigurationoptionsareavailable:

Password
Thispasswordisusedtoaccessthetaskandreleasethetrigger.Theexternaleventhastoknowthe
password.Toenableanexternaleventtoreleasethetriggerofthetask,enterapasswordinthistextbox.

On Multiple Events Completed


WhentheOn Multiple Events Completedtriggertypewaschosen,thetriggercanbeconfiguredto
startthecurrent taskwhenothertaskshaveallbeencompletedintheirexecutionwithin a
certain time.Thefollowingconfigurationoptionsareavailable:

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TimeConstraint
Chooseatimelimit,withinwhichallofthetaskshavetocompletetheirexecution,byenteringthedesired
numberintheMinutestextbox.

Defaultvalue:360,meaning6hours.

RunTaskWhenAlloftheseEventsCompleted
ExternalEvent
Toaddanexternaleventtothelistoftasksthathavetobecompletedforthetriggertobestarted,tickthis
checkbox.Toentirelyremoveanexternaleventfromthelist,untickthischeckbox.

Password
Thispasswordisusedtoaccessthetaskandreleasethetrigger.Theexternaleventhastoknowthe
password.Toenableanexternaleventtoreleasethetriggerofthetask,enterapasswordinthistextbox.

TaskCompleted
Toaddtasks,andtheeventswithwhichtheyhavetobecompletedforthetriggertobestarted,clickonthe
Addicon, ,totherightinthepane.

Event
Selecttheeventforthetaskinthedrop-downlist.

Task
Selectthecorrespondingtask,forwhichaneventwasselectedintheEventfield,inthedrop-downlist.

TaskDependencies
Taskdependencyisawayofmakingsurethatthecurrent taskrunsonlyifothertaskshavefinished
theirlastexecutionsuccessfully.Thetaskdependenciesoverruleanytrigger,whichmeansthatatrigger
mightnotbeabletostartthecurrent task,ifataskdependencyforthecurrent taskisnotfulfilled.
Toconfigureadependencyforthecurrent task,clickontheAddicon, ,totherightinthepane.

Task
Selectthetask(s),whichmusthavebeensuccessfullyexecutedbeforethecurrent taskcanbe
executed,inthedrop-downlist.

Delete
Toentirelyremoveataskdependency,clickontheDeleteicon, .

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