Set Up Qlik Sense OCF Connector

Alation Cloud Service Applies to Alation Cloud Service instances of Alation

Customer Managed Applies to customer-managed instances of Alation

Configuration in Alation

STEP 1: Install the Connector

Alation On-Premise

Important

Installation of OCF connectors requires Alation Connector Manager to be installed as a prerequisite.

To install an OCF connector:

  1. If this has not been done on your instance, install the Alation Connector Manager: Install Alation Connector Manager.

  2. Ensure that the OCF connector Zip file is available on your local machine.

  3. Install the connector on the Connectors Dashboard page using the steps in Manage Connectors.

Alation Cloud Service

Note

On Alation Cloud Service instances, Alation Connector Manager is available by default.

Depending on your network configuration, you may need to use Alation Agent to connect to databases.

Connection via Alation Agent

  1. Ensure that Alation Agent is enabled on your Alation instance. If necessary, create a Support ticket with Alation for an Alation representative to enable the Alation Agent feature on your instance and to receive the Alation Agent installer.

  2. Install the Alation Agent.

  3. Install the connector on the Connectors Dashboard page using the steps in Manage Connectors.

Connection Without Agent

To install an OCF connector:

  1. Ensure that the OCF connector Zip file is available on your local machine.

  2. Install the connector on the Connectors Dashboard page using the steps in Manage Connectors.

STEP 2: Create and Configure a New BI Server Source

This configuration requires the role of the Server Admin.

Add a New BI Server Source

  1. Log in to the Alation instance and add a new BI Server source: Apps > Sources > Add > BI Server. The Register a Business Intelligence Server screen will open.

  2. From the Select a Business Intelligence Server type list, select Qlik Sense BI Data source connector name.

    Note

    The connector name appears in this list only after it is installed.

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  3. Provide the Title and a Description (optional) for your Qlik Sense OCF BI source.

  4. Click Add. You will be navigated to your new BI Server source Settings page.