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Quick Start Guide – Reporting Suite

Download Installer

Download the Installer Tool from here, enter your contact information and click the “Request free Download” button. After filling out the contact form and set the checkbox “I am also interested in the reporting tool, so please contact me” you will receive an email with the download link and further information. Save the Reporting Suite in any folder and execute the installer.

 

Follow the instructions on your screen.

Settings

Qlik Server Url

https://your.qliksense.domain

Qlik Admin User Name

one of your user that have admin rights on Qlik Sense

Service User Name

mostly the same user for qlik services

We Recommend the installation of our extension “on-Demand” and “Management Console” to make it easier.
You can install our example qlik apps with excel reporting files.

Add Security Rules

Add this rule so the user get himself in QRS API calls`s.

Setting

Value

Name

AG_User

Ressource filter

User*

Conditions

((user.id=resource.id))

Context

Both in hub and QMC

These settings are for the HUB distribution. If you are a normal Qlik user then use this security rule to allowed and distribute to HUB. Add this  rule nobody can see other reports from each other. This rule allows all users to access and delete content in the Shared Content space (Reports section of Hub) that belongs to them. Add this  rule nobody can see other reports from each other

Setting

Value

Name

AG_Shared_Content

Ressource filter

SharedContent*

Conditions

((user.name=resource.owner))

Context

Both in hub and QMC

These settings are for the HUB distribution. If you are a normal Qlik user then use this security rule to allowed and distribute to HUB.
This rule allows the SER engine to write and overwrite content to the Shared Content space (Reports section of Hub) on behalf of all users.
 

Setting

Value

Name

AG_On_Demand

Ressource filter

SharedContent*

Conditions

!user.IsAnonymous()

Context

Both in hub and QMC

 

These settings are responsible for reading the license.

Setting

Value

Name

AG_License

Ressource filter

License_*

Conditions

!user.IsAnonymous()

Context

Both in hub and QMC

 

Enable the user to see “SER” Tag in the QMC for example: “!user.IsAnonymous() and (resource.id=”ABC-1234-ABC-1234-ABC-1234-ABC-1234″ or resource.id=”ABC-1234-ABC-1234-ABC-1234-ABC-1234″)”

Setting

Value

Name

AG_Tag

Ressource filter

Tag_*

Conditions

((!user.IsAnonymous() and resource.id=“add the ID from SER Tag“))

Context

Both in hub and QMC

If want to use automation of reporting please add this rules in Qlik Sense “AG_Scheduler” and “AG_SharedContent ”

Setting

Value

Name

AG_Scheduler

Ressource filter

App_*

Conditions

((user.name=“ser_scheduler“ and user.userDirectory=“INTERNAL“))

Context

Both in hub and QMC

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