Configure Qlik Sense OCF Connector

Alation Cloud Service Applies to Alation Cloud Service instances of Alation

Customer Managed Applies to customer-managed instances of Alation

Core Connector Core connectors are included with all Alation platform tiers (subject to each tier’s connector limits) and are fully supported by Alation.

Follow the steps in this topic to perform the required configuration for the Qlik Sense OCF connector on the Qlik Sense side and in Alation.

Configure Application Settings

Go to the Settings page of your BI source and navigate to General Settings > Application Settings. Leave all fields in the Application Settings section unchanged. These fields do not apply to the Qlik Sense OCF connector.

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Configure Connector Settings

Perform the following steps to configure the Qlik Sense OCF connector settings in Alation:

  1. Under Connector Settings, provide the following information:

    Parameter

    Description

    Host

    Enter the URL to access Qlik Sense.

    Certificate

    Click Upload to upload the client.pfx certificate from your local machine.

    Root Certificate

    Click Upload to upload the root.cer certificate from your local machine.

    Certificate Password

    Provide the password of the certificates that is used during exporting the certificates.

    Validate DNS Server Name

    Clear the checkbox to skip the DNS server name validation. The checkbox is selected by default.

    Include unpublished sheets

    Clear the checkbox to exclude unpublished sheets from extraction. The checkbox is selected by default.

    Note

    This field is available from Qlik Sense OCF Connector version 1.4.0 and later.

    Include datasources

    Clear the checkbox to exclude datasources from extraction. The checkbox is selected by default.

    Note

    This field is available from Qlik Sense OCF Connector version 1.4.0 and later.

    Include Filterpane objects

    Clear the checkbox to exclude filter pane objects from extraction. The checkbox is selected by default.

    Note

    This field is available from Qlik Sense OCF Connector version 1.4.0 and later.

    Log Level

    Select the Log Level to generate logs. The available log levels are based on the log4j framework.

    Enable Cloud Integration

    Clear the checkbox to disable integration with Qlik cloud API for lineage generation. The checkbox is selected by default. If this is not enabled, the lineage will be incomplete. Ensure that the prerequisites mentioned in Qlik Cloud Integration are met before enabling this option.

    Note

    This field is available from Qlik Sense OCF Connector version 1.4.0 and later.

    Cloud Host URL

    Provide the Qlik Cloud host URL to connect to Qlik Cloud.

    Note

    This field is available from Qlik Sense OCF Connector version 1.4.0 and later.

    OAuth Client ID

    Provide the OAuth Client ID generated in Generate OAuth Credentials.

    Note

    This field is available from Qlik Sense OCF Connector version 1.4.0 and later.

    OAuth Client Secret

    Provide the OAuth Client Secret generated in Generate OAuth Credentials.

    Note

    This field is available from Qlik Sense OCF Connector version 1.4.0 and later.

    Managed Space ID

    Provide the ID of the managed space created in Qlik Cloud Integration which contains the lineage data.

    Note

    This field is available from Qlik Sense OCF Connector version 1.4.0 and later.

  2. Click Save.

Test the connection

Under Test Connection, click Test to validate network connectivity.

Run Extraction

  1. Under Extraction Settings, turn on Selective Extraction, if required. Selective extraction settings are used to apply a filter to include or exclude a list of projects.

    ../../../_images/Qliksense_07.png

    1. Click Get List of Projects to first fetch the list of projects (Folders in Qlik Sense) from Qlik Sense.

    2. The status of the Get Projects action is logged in the Job History table at the bottom of the Settings page.

    3. Once the folder synchronization is successful, a drop-down list of projects will become enabled. Select one or more projects to apply the filter.

    4. Check if you are using the desired filter option. Available filter options are described below:

    Filter Option

    Description

    Extract all Projects except

    Extract metadata from all Projects except from the workspaces selected.

    Extract only these Projects

    Extract metadata only from the selected Projects.

    1. Click Run Extraction Now to extract metadata. The status of the extraction action is also logged in the Job History table at the bottom of the page.

  2. If you want to automatically update the metadata in the catalog, go to Automated and Manual Extraction. Turn on Enable Automated Extraction and select the day and time for extraction. The metadata extraction will be automatically scheduled to run at the specified time.

Delete the BI Server

To delete the BI Source, refer Delete a BI Source.

Troubleshooting

Refer to Logs to be collected.