Datasources - Qlik Sense Server App

Created date: 15.7.2024

Updated by: Emma Camacho

Create: Qlik Sense Server App Datasource

Connect to a Qlik Sense App running in a Qlik Sense Client Managed Server.

GENERAL

The NAME is the M&D internal name for this App. It doesnt have to match the name in Qlik Sense, but it is recommended to have the same or a similar name.

Naming convention. Depending on your Datasources, Reports and Tasks, it is convienient to define a naming convention. 

For example,
DATASOURCES
01.01 QS OnP Finance App
01.02 QS OnP Logistics App
02.01 QS SaaS Operations App
03.01 SF db Tracking App
REPORTS
01.01 001 Report 1 about Finance App
01.01 002 Report 2 about Finance App
TASKS
01.01 001 T000 Task creating and distributing Report 1

The HOST should be the name of the Qlik Sense server without any slash or http/https. 
For example, QLIKSENSE, QLIKSENSE.COMPANY.COM

The PORT and PROTOCOL should match with the Qlik Sense server's settings.

A new virtual proxy, is compulsory if the default Virtual Proxy in Qlik Sense QMC  

• does not have Windows in the Windows authentication pattern option under AUTHENTICATION, or
• the option Extended security environment is checked under ADVANCED

The new virtual proxy should have

• AUTHENTICATION -> Windows authentication pattern: Windows
• ADVANCED -> Extended security environment is not checked 

The prefix for this new virtual proxy should be then added to the field VIRTUAL PROXY PATH.

More information: Video Tutorials I Create a virtual proxy for Mail & Deploy

AUTHENTICATION TYPE defines which account will be used to connect to Qlik Sense Server.

The default is to use the Service Account. This is the account that is running the M&D service on the M&D server. This account should have a dedicated license in Qlik Sense. 

Use AUTHENTICATION TYPE: Service Account when the App doesnt have section access, or if it has section access it will be used only to burst reports via email, sharepoint, etc. 
If the App has section access, the service account should be ADMIN in the access list.

Use AUTHENTICATION TYPE: Impersonation (Section Access) if this datasource will be used together with the M&D Report Requester and/or Visualization Exporter Extensions for Qlik Sense AND the App has section access.

More information: Datasource - Qlik Sense Server App - Impersonation (Section Access)

Use AUTHENTICATION TYPE: Custom Windows Account when trying to gain access to an App that is in a personal stream, or when connecting to a Qlik Sense Server in another domain.

Press the sync icon to get the list of Apps that are available. If the list of Apps is too long, it is convenient to reduce this list by adding a Qlik Sense Stream Filter in the Workspace properties.

More information: Best Practices: Workspaces

ADDITIONAL SETTINGS

Attention: If the App is very big and/or has many sheets and objects, it is highly recommended to use the Set Filter Before Rebuilding Cache option together with a Filter Field Name and Filter Value to reduce the time when rebuilding the cache.

What is the Cache?

It is a dictonary of all the fields, variables and id of objects in the App. It is only metadata.

What does it mean Rebuild the Cache?

It is the process of creating this dictonary of metadata.

When is it necessary to Rebuild the Cache?

When new objects, fields or variables were added to the App and M&D needs these new elements in a report and/or task.

Why Rebuilding the Cache can take very long?

M&D will request Qlik Sense to open the App and it will visit every sheet gathering all the object id's present in the sheet. Qlik Sense will load the App into memory and it will do all the necessary calculations to render all the charts and tables present in the sheet, and for every sheet. If it is a very big app with many sheets and objects, the process can take long.

How to minimize the time to Rebuild the Cache?

Use the option Set Filter Before Rebuilding Cache together with a Filter Field Name and Filter Value to set a filter that will load as few rows as possible, making the process of creating the dictionary/rebuilding the cache much faster. 

When setting the option Set Filter Before Rebuilding Cache, is the dataset reduced when distribuiting Reports?

No, the dataset is only reduced when rebuilding the cache/creating the dictionary. It is not reduced when distribuiting reports.

How to Rebuild the Cache?

Press the sync icon on the list of Datasources.

More information:  Using Qlik Sense Themes

The option Preload App is deprecated, no need to use it.

The Has Dynamic culture option should be used if the App is prepared to support different regional settings and the Decimal and Thousand separator are stored in a field.