Configure Qlik Sense for Data Extraction

Learn how to configure Qlik Sense for data extraction with Cloudera Octopai Data Lineage.

  1. Assign a license to the Qlik user used for the data extraction.
    1. Open the Qlik Management Console at https://qlik-server-address:/qmc.
    2. Navigate to the License management menu.
      License Management Menu
    3. Click Professional license allocation, select the target user, and click Allocate.
      ../images/oct-license-allocations.png
  2. Create a custom property to tag specific users and streams.
    1. Go to the Custom properties menu.
      Custom Properties Menu
    2. Click Create new and add the following properties:
      Create Custom Property
      Name
      Octopai_Group
      Resource types
      Streams, Users
      Value
      Octopai


  3. Assign the custom property to the targeted streams.
    1. Go to the Streams menu.
      Streams Menu
    2. Select the desired stream and click Edit.
      Edit Stream
    3. Under Custom properties, find Octopai_Group and select Octopai from the dropdown menu.


  4. Assign the custom property to the user used for extraction.
    1. Go to the Users menu.
      Users Menu
    2. Select the intended user and click Edit.
      Edit User
    3. Under Custom properties, find Octopai_Group and select Octopai from the dropdown menu.
  5. Create a security rule to connect the user and the streams.
    1. Go to the Security rules menu.
      Security Rules Menu
    2. Click Create new and use the following values:
      Create Security Rule
      Name
      Octopai_Stream_Rule
      Resource filter
      Stream_*
      Actions
      Read
      Conditions
      ((user.@Octopai_Group=resource.@Octopai_Group))
    3. (Optional) Click Validate rule to verify the configuration.