Beruflich Dokumente
Kultur Dokumente
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
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.
2 QlikViewPublisherDocumentAdministrators
TheQlikViewPublisher(QVP)allowsdelegationoftaskcreationandtaskmanagementtonon-QlikView
Administrators,thatis,usersthatarenotwithintheQlikViewAdministratorWindowsgroup.Theselimited
users,theQlikView Publisher Document Administrators,Document Administratorsin
short,areusefulwhenmultipleadministratorsareworkingwiththeQVP.Thismight,forexample,be
applicableinalargeenterprisedeploymentwithasharedinfrastructure.
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.
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
Thesortfunctionisonlyavailablewhenusingafilter.Eachclickonasorticon, or ,inacolumn,orona
columnname,togglesbetweenascendinganddescendingsortorder.Onlyonecolumnatatimecanbeused
forsorting;theactivecolumnhavingarevealedsorticon.Bydefault,thelistissortedontheNamecolumn.
Name
Thetasksarepresentedalphabeticallyinatreeview,inasortorderdependingonthenamesoftheQlikView
Serversandtaskcategories.IfnocategorywassetintheSelect Categoryfieldwhenataskwas
configured,thetaskispresentedintheDefaultfolder.
Status
Thecurrentstatusofeachtaskisindicatedbyoneofthefollowingalternatives:
l Waiting
l Warning
l Failed
l Running
l Aborting
l Queued
l Unrunnable
Theavailableoptionsarethestatusindicators,butinalphabeticalascendingorder.
PublisherGroup
Thegroupofmachinesassociatedwitheachtask
LastExecution
Thetimestampforthelaststartattemptofthetask.
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.
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,
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.
Thestatusesoftheservicesareautomaticallyrefreshed.
ServiceName
WhenrunningaQlikViewServerwithaQlikViewPublisher(QVP)license,thefollowingserviceswillbe
presented:
WhenrunningaQlikViewServerwithoutaQVPlicense,thefollowingserviceswillbepresented:
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:
[service_name]: Running
Example 2:
All services in the cluster are running without any reported problems.
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.
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.
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.
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.
Example:
EXTENSION EXAMPLES.QVW
User
Thedomainandnameoftheuser(s).
Example:
COMPANY\user
4 Documents
TheDocumentstabcontainsthefollowingpages:
l SourceDocuments
This page is only available if a valid QlikView Publisher (QVP) license was installed.
l UserDocuments
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.
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
,ontheNamecolumnindicatesthatafilterisusedonthatcolumn.Tofilterdocumentswithorwithout
Thefollowingoptionsareavailable:
ViewStatus
Tooverviewthetasksforadocument,intherightpane,clickonthedocumentinthetreeview.Thepossible
statusindicatoriconsarethefollowing:
l ,indicatingthatthetaskisrunning.
l ,indicatingthatawarninghasoccurredforthetask.
l ,indicatingthattheexecutionofthetaskhasfailed.
Thestatusesofthetasksareautomaticallyrefreshed.
AddTask
Toaddatask,clickontheAdd Task Manuallyicon, ,intheupperrightcorneroftherightpane,or
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.
CopyTask
Tocopyatask,clickontheCopy this task to clipboardicon, ,orright-clickonthetaskinthe
treeviewandchooseCopy.
PasteTask
Pastingataskintoadocumentwillcreateanewtask.Topasteacopiedtasktoaspecificdocument,either
Pastingataskintoanexistingtaskwillmergethetasks,overwritingthesettingsofthedestinationtask.To
mergeacopiedtaskwithanothertask,eitherclickon(highlight)thedocument,inwhichthedestinationtask
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.
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.
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
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
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.
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:
l General l General
No, distribute the whole l Distribute, l Distribute,LoopFieldinDocument
document Manually l TriggerTask
l TriggerTask
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)'.
Select Category
Toassignacategorytoadocument,selectoneoftheavailablecategories,presentedinthedrop-downlist.
Defaultvalue:Default.
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'.
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.
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.
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.
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.
DocumentscanbedistributedtoQlikViewServers,directlytousersviae-mail,andtospecificfolders,and
themethodsarethefollowing:
l DistributetoQlikViewServer
l DistributeviaE-mail
l DistributetoFolder
Anycombinationofdistributionmethodsareallowed;0,1only,any2,orall3.
DistributetoQlikViewServer
Toaddaspecificresourceentrytodistributeto,clickontheAddicon, ,totherightinthepane,and
configurethefollowingfields:
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.
Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingforusers
andgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryServiceConnector).
Recipients
IfNamed UserswaschosenintheUser Typefield,dothefollowing:
Tomanageusersandgroups,clickontheManage Usersdialogicon, .
l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.
icon, .
l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.
l Selected Users
Thisboxpresentstheselectedusersandgroups.
l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .
DistributeviaE-mail
Tomanagetheauthorizationofe-mailrecipients,dothefollowing:
Tomanageusersandgroups,clickontheManage Usersdialogicon, .
l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.
icon, .
l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.
l Selected Users
Thisboxpresentstheselectedusersandgroups.
l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
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:
Tomanageusersandgroups,clickontheManage Usersdialogicon, .
l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.
icon, .
l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.
l Selected Users
Thisboxpresentstheselectedusersandgroups.
l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
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,LoopFieldinDocument
OntheDistribute, Loop Field in Documentwizardguidepage,t henew taskcanbe
configuredtolettheQlikViewPublisher(QVP)distributethecurrent document.
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.
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.
l SecurityIdentifier
l DisplayName
l SAMAccountName
l EmailAddress
l UserPrincipalName
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.
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.
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
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
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
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:
2,meaningthatthetriggerwillstarteverysecondweek(theexamplenotconsideringotherpossiblelimiting
settings).
On
Choosetheday(s)oftheweekforthetriggertostart,bytickinganyofthefollowingcheckboxes:
l Monday
l Tuesday
l Wednesday
l Thursday
l Friday
l Saturday
l 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
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
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)
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.
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.
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'.
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.
The possibility to use different user document names is configured using the document name
template.
PerformReload
Enable
Toenablethefunctionthatreloadsthedocumentwhenthetaskisrun,tickthischeckbox.Todisablethe
reloadfunction,untickthischeckbox.
DataProtection
SectionAccess
Bydefault,thereloadwillbeperformedastheuserunderwhichtheQlikViewDistributionService(QDS)is
running.TheSection Accesssettingallowstheuseofanotheruserwhenperformingthereload.Toby-
passthedefaultsetting,tickthischeckboxandenterthedesireduserandpasswordintheUser Nameand
Passwordtextboxes.Tousethedefaultsetting,untickthischeckbox.
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.
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.
ReducedDocumentName
SavetheReducedDocumentwiththeFollowingName
Thenametemplateforthereduceduserdocument.
Tocreateadocumentnametemplate,eitheropentheadvancednametemplatedialogbyclickingonthe
Edit NameTemplateicon, ,andperformtheconfiguration,oreditthedefaultdocumentname
templateinthistextfield.
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.
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.
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.
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).
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.
Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingfor
usersandgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryService
Connector).
Recipients
IfNamed UserswaschosenintheUser Typefield,dothefollowing:
Tomanageusersandgroups,clickontheManage Usersdialogicon, .
l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.
icon, .
l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.
l Selected Users
Thisboxpresentstheselectedusersandgroups.
l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .
DistributeviaE-mail
Add Users and Groups
Tomanagetheauthorizationofe-mailrecipients,dothefollowing:
Tomanageusersandgroups,clickontheManage Usersdialogicon, .
l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.
icon, .
l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.
l Selected Users
Thisboxpresentstheselectedusersandgroups.
l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
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:
Tomanageusersandgroups,clickontheManage Usersdialogicon, .
l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.
icon, .
l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.
l Selected Users
Thisboxpresentstheselectedusersandgroups.
l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
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.
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.
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.
6. Completetheactionruledefinitionusingthevaluesinfollowingimageandbyreplacing
UserGroupName withthenameofyourauthenticationusergroup.
ConfiguringtheQlikViewDistributionServicewiththeQlikSensecertificates
YoumustconfigureeachQlikViewDistributionService(QDS)withQlikSensecertificatestoallowlinksto
QlikViewdocumentstobepublishedtotheQlikSensehub.
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.
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.
The machine name must include the domain and match the name used when creating
the Qlik Sense certificates.
10. Saveyourchanges.
TheQDSisconfiguredtoallowyoutopublishlinkstoQlikViewdocumentsintheQlikSenseHub.
CreatingatasktopublishalinktoaQlikViewdocumentintheQlikSensehub
YoucancreatealinktoaQlikViewdocumentintheQlikSensehubbyusingtheQlikViewManagement
Console
QlikView documents in the Qlik Sense hub only support interactions using the Ajax client.
Dothefollowing:
1. ClicktheSystem tab.
2. IntheQlikViewWebServerfolderopenthecurrentQlikViewWebServermachine.
3. OntheAccess Pointtab,clickServer Connections.
4. Usingthedrop-downmenu,changethenameoftheQlikViewwebserverfromlocal tothemachine
name.
1. ClicktheDocuments tab.
TheSource Document pageopens.
2. ExpandaQDSinstanceandlocatethedocumentyouwanttoshare.
3. Click t ocreateanewtask.
The named user must be part of the Active Directory user group in both QlikView and
Qlik Sense.
1. LogintotheQlikSensehubusingthesamecredentialsasthenameduserwithwhichtheQlikView
documentwasshared.
2. Fromthehub,clickQlikView documents.
3. ClickalinktoadocumenttoopentheQlikViewAccessPointinanewwindow.
LoopFieldinDocument
OntheLoop Field in Documenttab,theQlikViewPublisher(QVP)canbeconfiguredtodistributethe
current document.
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.
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.
l SecurityIdentifier
l DisplayName
l SAMAccountName
l EmailAddress
l UserPrincipalName
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.
QlikViewServer
TodistributetotheQlikViewServer(QVS),tickthischeckboxandselectthedesiredServerandMountin
thedrop-downlists.
E-mail
Todistributetothee-mailrecipient(s),tickthischeckbox.
Folder
Toselectafoldertodistributeto,clickontheBrowseicon, ,andchoosethefolderintheChoose
Folderdialog.
FileType
OntheFile Typetab,thetypeofthecurrent distributed documentcanbeconfigured.
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.
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.
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, .
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:
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
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:
1and10,meaningthatthetriggerwillstartevery70minutes(theexamplenotconsideringotherpossible
limitingsettings).
On
Choosetheday(s)oftheweekforthetriggertostart,bytickinganyofthefollowingcheckboxes:
l Monday
l Tuesday
l Wednesday
l Thursday
l Friday
l Saturday
l Sunday
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:
2,meaningthatthetriggerwillstarteverysecondweek(theexamplenotconsideringotherpossiblelimiting
settings).
On
Choosetheday(s)oftheweekforthetriggertostart,bytickinganyofthefollowingcheckboxes:
l Monday
l Tuesday
l Wednesday
l Thursday
l Friday
l Saturday
l 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
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
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)
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.
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:
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.
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.
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
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:
Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingforusers
andgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryServiceConnector).
l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.
icon, .
l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.
l Selected Users
Thisboxpresentstheselectedusersandgroups.
l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
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.
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.
Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingforusers
andgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryServiceConnector).
AddUsersandGroups
Tomanageusersandgroups,clickontheManage Usersdialogicon, .
l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.
icon, .
l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.
l Selected Users
Thisboxpresentstheselectedusersandgroups.
l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
PrintandExporttoExcel
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.
Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingforusers
andgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryServiceConnector).
AddUsersandGroups
Tomanageusersandgroups,clickontheManage Usersdialogicon, .
l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.
icon, .
l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.
l Selected Users
Thisboxpresentstheselectedusersandgroups.
l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
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.
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.
DocumentControl
Server
Selectaserverinthedrop-downlist.
Customize
Ifthereismorethanoneserver,andiftheCustomizeoptionwasselectedintheDocument Available
field,configurethefollowing:
Document Available
Toconfiguretheloadbalancing,thatis,onwhichnodesthecurrent documentistobeavailable,select
oneofthefollowingoptions:
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.
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.
User Type
Tomanagetheauthorizationofusersandgroups,clickononeofthefollowingdrop-downlistoptions:
Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingforusers
andgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryServiceConnector).
Tomanageusersandgroups,clickontheManage Userdialogicon, .
l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.
icon, .
l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.
l Selected Users
Thisboxpresentstheselectedusersandgroups.
l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
Objects
Alltheserverobjectswithinthedocumentarepresentedinalistwiththefollowinginformationfields:
l ID
l Type
l Sub Type
l Owner
Tomanageusersandgroups,clickontheManage Userdialogicon, .
l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.
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.
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.
Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingforusers
andgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryServiceConnector).
AddUsersandGroups
Tomanageusersandgroups,clickontheManage Usersdialogicon, .
l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.
icon, .
l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.
l Selected Users
Thisboxpresentstheselectedusersandgroups.
l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
PrintandExporttoExcel
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.
Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingforusers
andgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryServiceConnector).
AddUsersandGroups
Tomanageusersandgroups,clickontheManage Usersdialogicon, .
l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.
icon, .
l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.
l Selected Users
Thisboxpresentstheselectedusersandgroups.
l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
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.
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.
DocumentControl
Ifthereismorethanoneserver,configurethefollowing:
Document Available
Toconfiguretheloadbalancing,thatis,onwhichnodesthecurrent documentistobeavailable,select
oneofthefollowingoptions:
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.
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
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:
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.
Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingforusers
andgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryServiceConnector).
UsersandGroups
Tomanageusersandgroups,clickontheManage Usersdialogicon, .
l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.
icon, .
l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.
l Selected Users
Thisboxpresentstheselectedusersandgroups.
l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
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.
SourceDocument
Thenameofthesourcedocument.Toselectasourcedocument,enterthenameofitinthistextbox.
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, .
Reload
OntheReloadtab,thecurrent documentcanbescheduledtobereloaded.
This tab is just available when running only the QlikView Server, that is, not running the
QlikView Publisher (QVP).
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
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:
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.
User Name
Toconfiguretheusername,enterthedesiredcredentialsinthistextbox.
Password
Toconfigurethepassword,enterthedesiredcredentialsinthistextbox.
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.
Summary
PresentsthefollowingdocumentCALinformation:
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:
Tomanageusers,clickontheManage Usersdialogicon, .
l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.
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.
Name
PresentsalistofthenamesofalluserscurrentlyholdingadocumentCALonthecurrentdocument.Auser
canrepresentanauthenticatedUser NameoraMachine Name.
Restore
BeforethattheQuarantined Until (UTC)timestamphaspassed,aCAL-to-userassociationcanbe
undeleted,byclickingontheRestoreicon, .
Delete
WhentheQuarantined Until (UTC)timestamphaspassed,aCAL-to-userassociationcanbe
removedmanually.ToentirelyremoveaCAL-to-userassociationfromthelist,thusfreeingadocumentCAL,
clickontheDeleteicon, .
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.
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, .
UndoDelete
BeforetheQuarantined Until (UTC)timestamphaspassed,aCAL-to-userassociationcanbe
undeleted,byclickingontheUndo Deleteicon, .
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.
icon, .
l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.
l Selected Users
Thisboxpresentstheselectedusersandgroups.
l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
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.
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.
Named Users,meaningthatusersthatshouldbeauthorizedaremanuallyadded,bysearchingforusers
andgroupsinadomainoronacomputer(thenamesareresolvedbytheDirectoryServiceConnector).
Distributions
Presentstheserveravailablefordocumentdistribution.
Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .
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:
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:
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.
l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.
icon, .
l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.
l Selected Users
Thisboxpresentstheselectedusersandgroups.
l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
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 Type Column
Toaddacustomcolumntothecurrentsectionaccesstable,enteranameinthistextboxandclick
ontheAdd Column (lower)button.
l Promote
Tomoveacolumntotheleft,withinthecurrentsectionaccesstable,clickonthecolumnintheright
chosen columnslistandclickonthePromoteicon, ,asmanytimesasneeded.Thecolumn
willbemovedupwardsintherightchosen columnslistandtotheleftinthecurrentsectionaccess
table.
l Demote
Tomoveacolumntotheright,withinthecurrentsectionaccesstable,clickonthecolumnintheright
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.
Searchicon, .
l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.
Severalitemscanbeaddedatthesametime.
l Selected Users
Thisboxpresentstheselectedusersandgroups.
l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
l NTSID,afieldthatshouldcontainaWindowsNTSID.TheQlikViewServerwillfetchthelogon
informationfromtheoperativesystemandcompareittothevalueinthisfield.
Example:
S-1-5-21-125976590-467238106-1092489882-1378
l NTDOMAINSID,afieldthatshouldcontainastringcorrespondingtoaWindowsNTDomainSID.
l SERIAL,afieldthatshouldcontainanumbercorrespondingtotheQlikViewserialnumber.The
QlikViewServerwillchecktheserialnumberoftheuserandcompareittothevalueinthisfield.
Example:
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.
ImportTableData...
Thecontentsofatabseparatedfilecanbepastedintothecurrentsectionaccesstable.ToopentheImport
dialog,clickonthisbutton.
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
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
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.
SettingsforXMLRepository
Database
ThenameoftheXMLrepository.
If this path contains a database with the same name, the data will be overwritten.
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.
Backup Now
Tocreateabackupimmediately,clickontheBackup Nowbutton.
SettingsforMicrosoftSQLServerRepository
Get Servers
TochooseaserverfromalistofMicrosoftSQLServersthatareavailableonthenetwork,clickonthisbutton.
Server
ThechosenMicrosoftSQLServername.
Port
Theportnumberofthecommunication.
Connection Model
TheprotocolthatshouldbeusedforthecommunicationwiththeMicrosoftSQLServer.
Connect Using
Selecttheauthenticationmethod.Oneofthefollowingoptionscanbechosen:
Database
ThenameofthedatabaseontheMicrosoftSQLServer.Ifthisfieldissettothenameofanalreadyexisting
QVPdatabase,thedataintheexistingdatabasewillbeupdated.
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.
QlikViewServers
IntheQlikView Serversfolder,theQlikViewServer(QVS)cluster(s)hostingtheuserdocumentscanbe
viewed,added,edited,anddeleted.
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
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>/
If this text box is left empty, the name exposed for the clients will be the computer name
of the QlikView Server.
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.
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.
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.
Allowing documents to be downloaded gives users access to the document, which might be a
security risk.
DocumentscanbeallowedtobedownloadedbyclientsthroughtheQlikViewAccessPoint.Toallow
documentstobedownloaded,tickthischeckbox.Todenydocumentstobedownloaded,untickthischeck
box.
l Forceanimmediateupdateofthedocumentfortheuserduringthesession,thatis,allowingonlyone
versionofadocument.ThiswillconservememoryresourcesontheQVS.
l Awaitanewsession,thenupdatethedocumentfortheuser.Thismaycauseseveralcopiesof
differentversionsofthedocument,residinginmemoryatthesametime.
Toallowonlyoneversionofthedocumentinmemory,tickthischeckbox.Toallowseveralversionsofthe
documentinmemory,untickthischeckbox.
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.
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.
Toallowsessionrecovery,tickthischeckbox.Todisallowsessionrecovery,untickthischeckbox.
Objects
Allow Moving and Sizing Objects
AlloftheuserscanbeallowedtomoveandresizetheQlikViewobjectsinthevariousclients.Toallowallof
theuserstomoveandresizetheQlikViewobjects,tickthischeckbox.Todenyalloftheuserstomoveand
resizetheQlikViewobjects,untickthischeckbox.
Defaultvalue:Total.
Defaultvalue:Others.
Performance
OnthePerformancetab,theperformancetuningoftheCPU,sessions,memory(RAM),anddocument
handlingcanbemanaged.
ReloadLimits
This option is just available when running only the QlikView Server, that is, not running the
QlikView Publisher (QVP).
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.
If the server is dedicated for the QlikView Server, this function should not be used.
Defaultvalue:5000(anemptyfieldmeansnolimit).
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).
The QlikView Server may close inactive sessions and re-use the slot, if needed for other users.
Defaultvalue:1800seconds(0isnotallowed;emptymeansnolimit).
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.
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).
Defaultvalue:100.
Logging
OntheLoggingtab,thesettingsforthesession,performance,event,andauditlogscanbemanaged.
Logging
Enable Session Logging
ToenablethedetailedsessionloggingfromtheQlikViewServer,tickthischeckbox.Thestoredlogfilewill
benamedSession-Stats.log.
Defaultvalue:5minutes.
Toenabletheloggingtoincludemoredetails(forexample,allselectionsthatcomewithabookmark),tick
thischeckbox:
LogFolder
ThefolderinwhichtheQlikViewServerwillcreateandstorethelogfilecanbeconfigured.Toselectafolder,
enterthevalidandabsolutepathinthistextbox,orclickontheBrowseicon, ,andchoosethefolderin
theChoose Folderdialog.
Defaultvalue:C:\ProgramData\QlikTech\QlikViewServer
EventLogVerbosity
Thissettingcontrolshowmuchinformationthatwillbewrittentotheeventlogfiles.Toconfigurethe
verbositylevel,selectoneofthefollowingoptions:
l Low
l Medium
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
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)
ThisfeatureappliestoAJAXclients,sincemacrosrunontheQVSwhenusingAJAXandintheclientwhen
usingQlikViewDesktoportheMicrosoftInternetExplorerplugin.
Ifdisabled,macrosthatuseAJAXareblocked.
Defaultvalue:Enabled(tickedcheckbox)
Defaultvalue:Disabled(untickedcheckbox)
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.
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)
Defaultvalue:Enabled(tickedcheckbox)
Allow Extensions
ToenableQlikViewExtensionstobeaddedtodocuments,tickthischeckbox.
Ifenabled,extensions(normalordocument)residingintheproperExtensionsfolderareavailableand
used.
Ifdisabled,theQVSdoesnotcheckfororuseanyextensions.
Defaultvalue:Enabled(tickedcheckbox)
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.
ThebuildnumberispartoftheQlikViewversionnumber.TheformatoftheQlikViewversionnumberisas
follows:
<Majorreleaseversion>.<Servicereleaseversion>.<Buildnumber>.0
l 12:Majorreleaseversion(inthiscase,QlikView12)
l 0:Servicereleaseversion(inthiscase,QlikView12.0)
l 11154:Buildnumber
l 0:Alwayszero
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).
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.
icon, .
l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.
l Selected Users
Thisboxpresentstheselectedusersandgroups.
l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
Defaultvalues:
Name Path
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.
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.
Example:
http://<mycomputer>:4720/qtxs.asmx
Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .
SettingsforQDS
Directory Service Connector
SelecttheDSCtoconnecttointhedrop-downlist.
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.
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.
Tomanageusersandgroups,clickontheManage Usersdialogicon, .
l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.
Searchicon, .
l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.
Severalitemscanbeaddedatthesametime.
l Selected Users
Thisboxpresentstheselectedusersandgroups.
l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
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.
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 "[DocTitle]" 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.
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 "[DocTitle]" 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:
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
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
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:
l Path
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:
Defaultvalue:60(minutes).
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.
DirectoryService
Add
ToaddaCustomDirectoryentry,clickontheAddicon, ,totherightinthepane,andconfigurethe
followingtextboxes:
l Path
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:
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 Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddagroup,clickonitintheSearch Resultboxandclickonthisbutton.Severalitems
canbeaddedatthesametime.
l Selected Groups
Thisboxpresentstheselectedgroups.
l < Delete
Todeselectagroup,clickonitintheSelected Groupsboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
l Enabled
Toenablethecustomuser,tickthischeckbox.Todisablethecustomuser,untickthischeckbox.
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 Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddagroup,clickonitintheSearch Resultboxandclickonthisbutton.Severalitems
canbeaddedatthesametime.
l Selected Groups
Thisboxpresentstheselectedgroups.
l < Delete
Todeselectagroup,clickonitintheSelected Groupsboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
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)
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
Inthisexample,everyonebutBenjaminMitchellismemberofthegroupnamedUsers,andDustinPlunkett
andBenjaminaretheonlymembersofthegroupcalledAdministrators.
DirectoryService
Add
ToaddaConfigurableODBCentry,clickontheAddicon, ,totherightinthepane,andconfigurethe
followingtextboxes:
l Path
Defaultvalue:ODBC://localhost.
l User Name
Toconfiguretheusernameusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.
l Password
Toconfigurethepasswordusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.
l Settings
ToconfiguretheDirectory Service Provider (DSP) Settings,openthedialogby
clickingontheEditicon, ,andenterthedesiredvaluesinthefollowingtextboxes:
Defaultvalue:30(seconds).
l Directory Label
Setthelabelofthedirectoryservicetoconnectto.
Defaultvalue:DB DSP.
l Entity Name
Setthenameoftheentitytoconnectto.
Defaultvalue:entity_name.
Defaultvalue:entity.
Defaultvalue:groups.
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.
Example:
Server=MyServer;Database=MyDB;User Id={user};Password={pwd};
Ifnotenteringastringinthisfield,theDatabase Backenddrop-downwillbeignoredand
theconnectiontothedatabasewillbesettoODBC.
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
Defaultvalue:LDAP://localhost.
l User Name
Toconfiguretheusernameusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.
l Password
Toconfigurethepasswordusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.
l Settings
Defaultvalue:sAMAccountName.
Defaultvalue:60(minutes).
l Directory Label
Settheuniquenameofthedirectoryserviceinstance.
Defaultvalue:DSP1.
Defaultvalue:name.
Defaultvalue:distinguishedName.
Defaultvalue:mail.
Defaultvalue:group.
l ID Property Name
MapthenameoftheLDAPpropertytothecorrespondingID.
Defaultvalue:sAMAccountName.
l LDAP Filter
SettheLDAPfiltertousewhensearchingforuserobjects.
Defaultvalue:(&(!(objectclass=computer))(objectGUID=*)).
Defaultvalue:30(seconds).
Defaultvalue:memberof.
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
Defaultvalue:local://<mycomputer>.
l User Name
Toconfiguretheusernameusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.
l Password
Toconfigurethepasswordusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.
l Settings
ToconfiguretheDirectory Service Provider (DSP) Settings,openthedialogby
clickingontheEditicon, ,andenterthedesiredvaluesinthefollowingtextboxes:
Defaultvalue:15(minutes).
Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .
WindowsNT
TheWindows NTdirectoryserviceprovidercanconnecttoanyWindowsNTDirectoryavailablethroughthe
underlyingWindowsoperatingsystem.ThisfolderincludesonlyaGeneraltab.
DirectoryService
Add
ToaddaWindowsNTentry,clickontheAddicon, ,totherightinthepane,andconfigurethefollowing
textboxes:
l Path
Defaultvalue:WinNT://AKQUINET.
l User Name
Toconfiguretheusernameusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.
l Password
Toconfigurethepasswordusedforaccessingthedirectoryservice,enterthedesiredcredentialsin
thistextbox.
l Settings
ToconfiguretheDirectory Service Provider (DSP) Settings,openthedialogby
clickingontheEditicon, ,andenterthedesiredvaluesinthefollowingtextboxes:
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, .
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
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.
Communication
Port
ToconfiguretheportnumberoftheQVWS,enteravalidnumberinthistextbox.
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:
l Prefix
ToconfiguretheprefixforthecustomuserDirectoryServiceProvider,enteravalueinthistext
box.
Defaultvalue:CUSTOM\.
LoginAddress
Ifusingcustomusers,anaddresstotheloginpagehastobespecified.Selectoneofthefollowingoptions:
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
Path
ToconfigurethepathtotheQlikViewAccessPoint,enteravalidpathinthistextbox.
Defaultvalue:/QvAJAXZfc/AccessPoint.aspx.
l Same Window
ThedocumentisopenedinthesamebrowserwindowastheQlikViewAccessPoint.
l New Window
Eachdocumentisopenedinanewbrowserwindow.
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.
Plugin Download
ShowLink
IfthelinkfordownloadingtheclientpluginfileistobevisibleontheQlikViewAccessPoint,tickthischeckbox
andenteravalidpathtothefileinthefollowingtextbox.
l URL
Defaultvalue:/QvPlugin/QvPluginSetup.exe.
IfthelinkfordownloadingtheclientpluginfileisnottobevisibleontheQlikViewAccessPoint,untickthis
checkbox.
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:
Delete
Toentirelyremoveaconfiguredentryfromthelist,clickontheDeleteicon, .
Ajax
OntheAJAXtab,thesettingsfortheAJAXclientcanbemanaged.
Paths
Path
ThepathstotheAJAXclientfiles.Tocreateapathentry,clickontheAddicon, ,totherightinthepane,
andenterthefullpathtotheAJAXclientfileinthenewtextbox.
Defaultvalue1:/QvAJAXZfc/QvsViewClient.aspx.
Defaultvalue2:/QvAJAXZfc/QvsViewClient.asp.
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.
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.
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.
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.
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.
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:
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
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.
Tomanageusers,clickontheManage Usersdialogicon, .
l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.
icon, .
l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.
l Selected Users
Thisboxpresentstheselectedusersandgroups.
l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
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.
QlikViewPublisherLicense
OntheQlikView Publisher Licensetab,theQlikViewPublisher(QVP)productlicensecanbe
viewed,added,andedited.Toaddalicense,configurethefollowingtextboxes:
SerialandControl
Serial Number
Entertheserial numberassignedtotheQVPsoftwareinthistextbox.
Control
Enterthecontrol numberassignedtotheQVPsoftwareinthistextbox.
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
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.
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.
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.
AllowLicenseLease
Toallowusersto'borrow'alicenseforuseoff-lineforaperiodof30days,tickthischeckbox.Todenyusersto
'borrow'alicense,untickthischeckbox.
AllowDynamicCALAssignment
AnewNamedUserCALcanautomaticallybegrantedtoauserconnectingforthefirsttimetotheQlikView
Server,aslongasthereareavailableNamedUserCALstoassign.ToenablethatCALsareadded
dynamically,tickthischeckbox.TodisablethatCALsareaddeddynamically,untickthischeckbox.
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.
icon, .
l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.
l Selected Users
Thisboxpresentstheselectedusersandgroups.
l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
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, .
History
OntheHistorytab,thecurrentinformationaboutleasedlicenseactivityispresented.Aleasedlicenseis
usedbyend-userswhoconnecttotheQlikViewServer(QVS)andareallowedto'borrow'alicensetoopena
downloadeddocumentduringaperiodof30days.
Functions
Refresh
Torefreshtheinformationcurrentlypresented,clickontheRefreshicon, .
User
Presentsthenameoftheleasedlicenseuser.
MachineID
Presentsthecomputeridentityoftheleasedlicenseend-user.
Time(UTC)
Thetimestamp(UTC)fromthelatesttimetheuserleasedthelicense.
Limitations
OntheLimitationstab,thenumberofCALsthatmaybeinuseatthesametimecanbelimited.The
numberofCALscanbelimitedtobelessthanthedefaultvaluesthatarestatedintheQlikViewPublisher
(QVP)LicenseEnablerFile(LEF).
Functions
Refresh
Torefreshtheinformationcurrentlypresented,clickontheRefreshicon, .
Defaultvalue:5.
l Session CALs
SetthenumberofsimultaneouslyopensessionCALs.Thetextinparenthesistotherightofthistext
boxpresentsthecurrentlicensedsessionCALs.
Defaultvalue:5.
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
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
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.
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.
Task Description
Toeditthedescriptionofthetask,enterthepreferreddescriptioninthistextbox.
Parameters
Command Line Statement
Thecommandlinestatementthatwillbeexecuted.Toeditthecommandline,enterthepreferredstatement
inthistextbox.
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
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
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
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:
2,meaningthatthetriggerwillstarteverysecondweek(theexamplenotconsideringotherpossiblelimiting
settings).
On
Choosetheday(s)oftheweekforthetriggertostart,bytickinganyofthefollowingcheckboxes:
l Monday
l Tuesday
l Wednesday
l Thursday
l Friday
l Saturday
l 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
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
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)
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.
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.
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, .
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, .
PasteTask
Pastingataskintoafolderwillcreateanewtask.Topasteacopiedtasktoaspecificfolder,clickon
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.
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:
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
l Monthly
l Continuously
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
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:
2,meaningthatthetriggerwillstarteverysecondweek(theexamplenotconsideringotherpossiblelimiting
settings).
On
Choosetheday(s)oftheweekforthetriggertostart,bytickinganyofthefollowingcheckboxes:
l Monday
l Tuesday
l Wednesday
l Thursday
l Friday
l Saturday
l 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
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
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)
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.
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.
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, .
Pause
InthePausefolder,supportingtasksforpausescanbeviewedandmanaged.
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
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.
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.
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.
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
l Daily
l Weekly
l Monthly
l Continuously
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
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:
2,meaningthatthetriggerwillstarteverysecondweek(theexamplenotconsideringotherpossiblelimiting
settings).
On
Choosetheday(s)oftheweekforthetriggertostart,bytickinganyofthefollowingcheckboxes:
l Monday
l Tuesday
l Wednesday
l Thursday
l Friday
l Saturday
l 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
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
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)
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.
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.
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, .
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:
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
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.
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.
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:
Tomanageusersandgroups,clickontheManage Usersdialogicon, .
l Default Scope
Selectthedirectorytobesearched,inthedrop-downlist.
icon, .
l Search Result
Thisboxpresentstheresultofthesearch,usingthedesiredcriteria.
l Add >
Toaddauseroragroup,clickonitintheSearch Resultboxandclickonthisbutton.Several
itemscanbeaddedatthesametime.
l Selected Users
Thisboxpresentstheselectedusersandgroups.
l < Delete
Todeselectauseroragroup,clickonitintheSelected Usersboxandclickonthisbutton.
Severalitemscanbedeselectedatthesametime.
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
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.
On a Schedule
WhentheOn a Scheduletriggertypewaschosen,atriggercanbescheduledtostartthecurrent
task.Thefollowingconfigurationoptionsareavailable:
Recurrence
Chooseascheduleforthetriggertostart,byclickingononeofthefollowingoptions:
l Once
l Hourly
l Daily
l Weekly
l Monthly
l Continuously
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
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:
2,meaningthatthetriggerwillstarteverysecondweek(theexamplenotconsideringotherpossiblelimiting
settings).
On
Choosetheday(s)oftheweekforthetriggertostart,bytickinganyofthefollowingcheckboxes:
l Monday
l Tuesday
l Wednesday
l Thursday
l Friday
l Saturday
l 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
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
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)
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.
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.
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, .