QlikView

This article outlines the integration with the QlikView connector, enabling streamlined metadata management through features such as crawling and lineage building (Automatic and Manual). The connector extracts metadata from QlikView applications, sheets, report fields, variables, and source code, providing comprehensive visibility into reporting assets and their relationships. The connector establishes connectivity through a Network File System (NFS) by accessing QVS and QVW files from the configured source documents path. Authentication is based on a QlikView service account with the required permissions to access the QVS and QVW file locations for connector validation, metadata crawling, lineage extraction, and related operations.

Overview

Connector Details

Connector Category	Reporting Tools
OvalEdge Release Supported	Release6.3.4 and later
Connectivity [How the connection is established with QlikView]	NFS
Verified QlikView Version	Version 12.100

The QlikView connector validates with the listed “Verified QlikView Version” and supports other compatible QlikView 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	✅
Profiling	NA
Query Sheet	NA
Report Preview	❌
Auto Lineage	✅
Manual Lineage	✅
Secure Authentication via Credential Manager	✅
Data Quality	NA
DAM (Data Access Management)	NA
Bridge	✅

'NA' indicates that the respective feature is 'Not Applicable.'

Metadata Mapping

The following objects are crawled from QlikView and mapped to the corresponding UI assets.

QlikView Object	QlikView Attribute	OvalEdge Attribute	OvalEdge Category	OvalEdge Type
Streams	Stream	Report Group	Report Group	Domain
Apps	App	Report Group	ReportGroup	Domain
Apps	App	Report	Report	Presentation Layer
Apps	App Description	Source Description	Description	-
Sheet	Sheet	Report	Report	Sheet
Sheet	Sheet description	Source Description	Description	-
Cells	Cell	Report	Report	Cell Type
Cells	Cell Description	Source Description	Description	-
Measures	Measure	Report Field	Report Field	Measure
Measures	Measure Name	Name	Report Field	Measure
Measures	Measure formula	Formula	Report Field	Measure
Measures	Measure Description	Description	Report Field	Measure
Dimensions	Dimension	Report Field	Report Field	Dimension
Dimensions	Dimension Name	Name	Report Field	Dimension
Dimensions	Dimension Formula	Formula	Report Field	Dimension
Dimensions	Dimension description	Description	Report Field	Dimension
Master Objects	Master Object	Report Field	Report Field	Master Object
Master Objects	Master Object Name	Name	Report Field	Master Object
Master Objects	Master Object Formula	Formula	Report Field	Master Object
Master Objects	Master Object Description	Description	Report Field	Master Object
Variables	Variable	Report Field	Report Field	Variable
Variables	Variable Name	Name	Report Field	Variable
Variables	Variable Value	Formula	Report Field	Variable
Source Code	Script Info	Source Code	Source Code	Script
Source Code	Script Content	Code	Source Code	Script
Source Code	Script Name	Source Code Name	Source Code	Script

Set up a Connection

Prerequisites

The prerequisites to establish a connection:

Service Account User Permissions

It is recommended to use a dedicated service account to establish the connection to the data source, configured with the following minimum set of permissions.

👨‍💻 Who can provide these permissions? The QlikView administrator grants these permissions, since users may not have sufficient access to assign them.

Operations	Access Permission
Connector Validation	Access to the QVS and QVW files Path
Crawling	Access to the QVS and QVW files Path
Lineage	Access to the QVS and QVW files Path
Delta Crawl	Access to the QVS and QVW files Path
Apps	Access to the QVS and QVW files Path

Connection Configuration Steps

Users must have the Connector Creator role to configure a new connection.

1. Log into OvalEdge, go to Administration > Connectors, click + (New Connector), search for QlikView, and enter the required parameters. Note: Fields marked with an asterisk (*) are mandatory for establishing a connection.

Field Name	Description
Connector Type	By default, "QlikView" is displayed as the selected connector type.
Credential Manager*	Select the desired credentials manager from the drop-down list. Relevant parameters will be displayed based on the selection. Supported Credential Managers: OE Credential Manager AWS Secrets Manager HashiCorp Azure Key Vault For more details, click here.
License Add-On	Auto Lineage - Supported Data Quality - Not Supported Data Access - Not Supported Select the Auto Lineage Add-On checkbox to build data lineage automatically. For more details, click here.
Auto Lineage	Supported
Data Quality	Not Supported
Data Access	Not Supported
Connector Name*	Enter a unique name for the QlikView connection (Example: "QlikView_Prod").
Connector Description	Enter the description related to the connector.
Connector Environment	Select the environment (Example: PROD, STG) configured for the connector. For more details, click here.
Source Documents Path*	Enter the path to the source document file where the QVS and QVW files are located.
Logs Path	Enter the path to the QlikView logs folder.

Default Governance Roles

Default Governance Roles*	Select the appropriate users or teams for each governance role from the drop-down list. All users and teams configured in OvalEdge Security are displayed for selection.

Admin Roles

Admin Roles*	Select one or more users from the dropdown list for Integration Admin and Security & Governance Admin. All users configured in OvalEdge Security are available for selection.

No of Archive Objects

No Of Archive Objects*	This shows the number of recent metadata changes to a dataset at the source. By default, it is off. To enable it, toggle the Archive button and specify the number of objects to archive. Example: Setting it to 4 retrieves the last four changes, displayed in the 'Version' column of the 'Metadata Changes' module.

Bridge

Select Bridge*	If applicable, select the bridge from the drop-down list. The drop-down list displays all active bridges configured in OvalEdge. These bridges enable communication between data sources and OvalEdge without altering firewall rules.

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

To perform crawl operations, users must be assigned the Integration Admin role.

The Crawl/Profile button allows users to select one or more schemas for crawling and profiling.

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. To perform both operations, select the Crawl & Profile radio button.

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 period 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 operation (Crawl or Crawl & Profile) at the scheduled time.

Other Operations

The Connectors page provides a centralized view of all configured connectors and their health status.

Managing connectors includes:

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

• Viewing: Click the Eye icon next to the connector name to view connector details, including Reports, Report Columns, and Report Group.

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 integrity of the connection.

• 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.

  • Lineage: Select server dialects for parsing and setting connector priority for table lineage.

  • Others: Configure notification recipients for metadata changes.

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

• Delete Connector: Remove a connector with confirmation.

For more details on connector settings, click here.

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