Create a manual connection to Qlik Sense
1. Clikc “Edit” and enter a unique name for the connection.
BEST PRACTICE: Choose a Connection name which you can easily associate with the source system and find within a drop-down list.
2. (optional) Ignore Certificate Errors [Checkbox] << the default setting is “checked”.
Sometimes Qlik Sense is run on a server without a valid security certificate. Checking this box will ignore https://certificate errors that are encountered and proceed with the connection. Unchecking the box will allow the https:// chain to remain intact and provides the most security.
3. Choose your connection Type
Depending on your Qlik Sense authorization strategy and which browser you are using, this parameter can be set to allow Sense Excel to work in any environment.
There are 4 different Connection types available:
- “Sense Desktop”. This setting is included in the default Sense Excel installation and points to the local machine using 127.0.0.1 as the IP address. If do not require use of Qlik Sense Desktop as a data source, this connection can be deleted. It can be re-created if needed by creating a new connection using the following parameters: Type: Qlik Sense Desktop and Url: ws: //127.0.0.1:4848.
- “Sense Server – Current Windows User” Like Qlik Sense, the default behavior of Sense Excel uses Windows authentication and passes the credentials of current user to Qlik Sense. This works with Qlik Sense Server implementations on a local machine as well as with Windows based single sign on strategies.
- “Sense Server – Enter username/password” This approach is used when you have different credentials for Qlik Sense than your local windows machine. Signing in using this approach will prompt for Qlik Sense credentials.
- “Sense Server – Custom authentication (via embedded Browser)” This technique will open a new, embedded browser window, prompt for credentials and pass them to Qlik Sense via the browser session cookie to log in. Use this approach when logging into a server on different domain or using a third-party single sign on system such as OKTA.
4. Add a server url
(optional) 3rd Party Sigle Sign On
If using OKTA or similar, choose “Sense Server – Custom authentication (via embedded Browser)” as your “Type” and append your Url as follows: https://your.qlikserver.com/okta
(optional)”Session cookie header name” – Alternate Proxy Server
Sense Excel supports defining connections that point to different virtual proxy servers in a distributed Qlik Sense environment.
A virtual proxy name that begins with X-Qlik-Session can be used by appending the name of the virtual proxy directly to the Url as follows:
If your virtual proxy has a header name that begins with anything other than “X-Qlik-Session” enter it in the “Session cookie header name” field as follows: “Otherheadername”