QlikSense (On-Prem)

This document outlines integration with Qlik Sense (On-Prem), enabling efficient metadata management through features such as crawling, delta crawling, report preview, and lineage building (both automatic and manual). It also ensures secure authentication via Credential Manager.

Overview

Connector Capabilities

The QlikSense connector supports the following data objects:

Connector Category

Reporting Tools

Connector Version

Release6.3.4

Releases Supported (Available from)

Release3.0

Connectivity

[How the connection is established with Qlik Sense]

REST APIs and WebSocket

Verified Qlik Sense (On-Prem) Version

November 2024 Release

The Qlik Sense (On-Prem) connector has been validated with the mentioned "Verified Qlik Sense (On-Prem) Versions" and is expected to be compatible with other supported Qlik Sense (On-Prem) versions. If there are any issues with validation or metadata crawling, please submit a support ticket for investigation and feedback.

Connector Features

Feature
Availability

Crawling

Delta Crawling

Profiling

Query Sheet

Report Preview

Auto Lineage

Manual Lineage

Secure Authentication via Credential Manager

Data Quality

DAM (Data Access Management)

Bridge

Metadata Mapping

The following objects are crawled from Qlik Sense (On-Prem) and mapped to the corresponding UI assets.

Qlik Sense Object
Qlik Sense Attribute
OvalEdge Attribute
OvalEdge Category
OvalEdge Type

Apps

App

Report Group

Report Group

Apps

Apps

Report

Report

Presentation Layer

Apps

Apps

App Description

Source Description

Description

Apps

Sheets

Sheet

Report

Report

Sheets

Sheets

Sheet Description

Source Description

Description

Sheets

Cells

Cell

Report

Report

Cells

Cells

Cell Description

Source Description

Description

Cells

Streams

Stream

Report Group

Report Group

Streams

Set up a Connection

Prerequisites

The following are the prerequisites to establish a connection:

Service Account User Permissions

👨‍💻Who can provide these permissions? These permissions are typically granted by the Qlik Sense administrator, as users may not have the required access to assign them independently.

Objects
Access Permission

Connector Validation

Windows Service user with Audit Admin rights

Crawling

Windows Service user with Audit Admin rights

Lineage

Windows Service user with Audit Admin rights

Delta Crawl

Windows Service user with Audit Admin rights

Apps

Windows Service user with Audit Admin rights

sheets

Windows Service user with Audit Admin rights

Connection Configuration Steps

  1. Log into OvalEdge, go to Administration > Connectors, click + (New Connector), search for Qlik Sense (On-Prem), and complete the required parameters.

Fields marked with an asterisk (*) are mandatory for establishing a connection.

Field Name
Description

Connector Type

By default, "Qlik Sense" is displayed as the selected connector type.

Type of Server*

Select QliksenseOnPrem from the dropdown menu.

Credential Manager*

Select the desired credentials manager from the drop-down list. Relevant parameters will be displayed based on your selection.

Supported Credential Managers:

  • OE Credential Manager

  • AWS Secrets Manager

  • HashiCorp Vault

  • Azure Key Vault

License Add Ons

Auto Lineage

Supported

Data Quality

Not Supported

Data Access

Not Supported

  • Select the checkbox for Auto Lineage Add-On to build data lineage automatically.

Connector Name*

Enter a unique name for the Qlik Sense (On-Prem) connection

(Example: "Qlik Sense_test").

Connector Environment

Select the environment (Example: PROD, STG) configured for the connector.

Connector Description

Enter a brief description of the connector.

Authentication*

The following three types of authentication are supported for Qlik Sense (On-Prem):

  • Authentication with Windows

  • Authorization with JWT

  • Authentication with Cookie

  • Authentication with certificates using Node Server

Field Name
Description

Connection url*

Enter the Hostname or IP address of the Qlik Sense (On-Prem) (Example: xxxx-sqlserver.xxxx4ijtzasl.xx-xxx-1.xxx.xxxx.com or 1xx.xxx.1.xx).

Qlik Sense User Id*

Provide the service account User ID with required permissions to connect to Qlik Sense.

Qlik Sense User Password*

Enter the password associated with the Qlik Sense service account.

Alias Host Name

Enter the alias host name of the Qlik Sense (On-Prem) server used for establishing connectivity.

Logs Path

Enter the directory path where Qlik Sense logs will be stored for monitoring and troubleshooting.

Proxy Enabled*

Select Yes if a proxy server is required for connectivity, otherwise select No.

QVDs Path

Provide the path where QVD files are stored for metadata crawling.

Xml files generation path

Enter the path created in the OvalEdge server to generate metadata files by the node server.

Path to store QVDS

Enter path to save extension-modified QVD files for later use.

QVS Path

Enter the directory path where QVS script files are located.

Certificate Path

Enter the path where the Qlik Sense certificates are stored for secure authentication.

Certificates Password

Enter the password associated with the Qlik Sense certificates.

User Directory

Enter the Qlik Sense user directory name configured for authentication.

Crawl Streams

Select Y to enable crawling of Qlik Sense streams, or N to skip them.

Exclude UnPublished Apps(Y/N)

Select Y to exclude unpublished apps during crawling, or N to include them.

Exclude UnPublished Sheets(Y/N)

Select Y to exclude unpublished sheets during crawling, or N to include them.

  1. After entering all connection details, the following actions can be performed:

    1. Click Validate to verify the connection.

    2. Click Save to store the connection for future use.

    3. Click Save & Configure to apply additional settings before saving.

  2. The saved connection will appear on the Connectors home page.

Manage Connector Operations

Crawl/Profile

The Crawl/Profile button allows you to select one or more schemas for crawling.

  1. Navigate to the Connectors page and click Crawl/Profile.

  2. Select the schemas to be crawled.

  3. The Crawl option is selected by default.

  4. Click Run to collect metadata from the connected source and load it into the Data Catalog.

  5. After a successful crawl, the information appears in the Data Catalog > Report / Report Column tab.

The Schedule checkbox allows automated crawling and profiling at defined intervals, from a minute to a year.

  1. Click the Schedule checkbox to enable the Select Period drop-down.

  2. Select a time interval for the operation from the drop-down menu.

  3. Click Schedule to initiate metadata collection from the connected source.

  4. The system will automatically execute the selected crawl operation at the scheduled time.

Other Operations

The Connectors page provides a centralized view of all configured connectors, along with their health status.

Managing connectors includes:

  • Connector Health: Displays the current status of each connector using a green icon for active connections and a red icon for inactive connections, helping to monitor the connectivity with data sources.

  • Viewing: Click the Eye icon next to the connector name to view connector details, including databases, tables, columns, and codes.

Nine Dots Menu Options:

To view, edit, validate, build lineage, configure, or delete connectors, click on the Nine Dots menu.

  • Edit Connector: Update and revalidate the data source.

  • Validate Connector: Check the connection's integrity.

  • Settings: Modify connector settings.

    • Crawler: Configure data extraction.

    • Access Instructions: Add notes on how data can be accessed.

    • Business Glossary Settings: Manage term associations at the connector level.

    • Others: Configure notification recipients for metadata changes.

  • Build Lineage: Automatically build data lineage using source code parsing.

  • Delete Connector: Remove a connector with confirmation.

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