Qlik Sense

Configure the Cloudera Data Lineage (formerly Octopai) Qlik Sense connector, including metadata setup, user allocation, and required permissions.

Tool Permissions Prerequisites

  • Login permissions from the server running the Octopai Client to the Qlik Sense Server (User and password with permissions to the Qlik Sense REST API, which needs to be enabled, and permissions to all apps you wish to extract).
  • Read Permission for Cloudera Data Lineage Windows NT User on Qlik Sense Log files folder (Default location for log files:C:\ProgramData\Qlik\Sense\Log\Script).
  • Allocated licensed user with permissions to streams you would like analyzed by Cloudera Data Lineage, use the following steps if needed:
    • Create Custom property Creating a custom property ‒ Qlik Sense for administrators
      • Name ‘Octopai_Group'
      • Resource type - ‘Users’, ‘Streams’
      • Value 'Octopai’
    • Assign Property ‘Octopai_ Group' and value 'Octopai’ to each stream you would like Cloudera Data Lineage to analyze.
    • Assign Property ‘Octopai_ Group' and value 'Octopai’ to the user that will be used for extraction
    • Add Security rule Creating security rules ‒ Qlik Sense for administrators
      • Name - Octopai_Stream_Rule
      • Resource filter - Stream_*
      • Action - Read
      • Condition - ((user.@Octopai_Group=resource.@Octopai_Group))

How to allocate a user in Qlik Sense

Prerequisites:

  • Login permissions from the server running the Octopai Client to the Qlik Sense Server (User and password with permissions to the Qlik Sense REST API, which needs to be enabled and permissions to all apps you would like to extract).
  • Read Permission for Cloudera Data Lineage Windows NT User on Qlik Sense Log files folder.
  • Default location for log files: C:\ProgramData\Qlik\Sense\Log\Script.
  • Dedicated Header Authentication: Configuring header authentication.

Grant permission to all relevant streams to an allocated user:

  • Create Custom property: Creating a custom property.
    • Name ‘Octopai_Group'
    • Resource type - ‘Users’, ‘Streams’
    • Value 'Octopai’
  • Assign Property ‘Octopai_ Group' and value 'Octopai’ to each stream you would like Cloudera Data Lineage to analyze.
  • Assign Property ‘Octopai_ Group' and value 'Octopai’ to the user that will be used for extraction
  • Add Security rule: Creating security rules.
  • Name - Octopai_Stream_Rule
  • Action - Read
  • Condition - User@Octopai_Group = #Stream@Octopai_Group

Setting up Qlik Sense Metadata Source

Metadata Sources are set on the Octopai Client