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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 setting 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 users that have admin rights on Qlik Sense

Service User Name

usually the same user for qlik services

We recommend installing our “on-Demand” and “Management Console” extensions to make AnalyticsGate more convenient to use.
You can install our sample Qlik apps with Excel report files.

Add Security Rules

Add this rule to allow the user to make QRS API calls needed to deliver the reports.

Setting

Value

Name

AG_User

Resource filter

User*

Conditions

((user.id=resource.id))

Context

Both in hub and QMC

These settings conern the HUB distribution. If you are a normal Qlik user, use this security rule to allow and distribute to the Reports section.
If you add this rule, no one can see the reports of other users. This rule allows all users to access the Shared Content section to create or delete their own reports.

Setting

Value

Name

AG_Shared_Content

Resource filter

SharedContent*

Conditions

((user.name=resource.owner))

Context

Both in hub and QMC

These settings affect HUB distribution. If you are a regular Qlik user, use this security rule to allow and perform distribution to Qlik HUB.
This rule allows AnalyticsGate to write and overwrite content in the Shared Content area on behalf of all users.
 

Setting

Value

Name

AG_On_Demand

Resource filter

SharedContent*

Conditions

!user.IsAnonymous()

Context

Both in hub and QMC

 

These settings are responsible for reading the license.

Setting

Value

Name

AG_License

Resource 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

Resource 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

Resource filter

App_*

Conditions

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

Context

Both in hub and QMC

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