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Quick Start Guide – Reporting Suite

Download Installer

Download the Installer Tool from here, enter your contact information and click the “Request free Download” button. After filling out the contact form and setting checkbox “I am also interested in the reporting tool, so please contact me” you will receive an email with the download link and further information. Save the Reporting Suite in any folder and execute the installer.

 

Follow the instructions on your screen.

Settings

Setting Value
Qlik Server Url
https://your.qliksense.domain
Qlik Admin User Name
one of your users that have admin rights on Qlik Sense
Service User Name
usually the same user for qlik services
AnalyticsGate - Quick Start - Reporting Suite - Einstellungen
AnalyticsGate - Quick Start - Reporting Suite - Einstellungen

We recommend installing our “on-Demand” and “Management Console” extensions to make AnalyticsGate more convenient to use.
You can install our sample Qlik apps with Excel report files.

AnalyticsGate - Quick Start - Reporting Suite - Optionale Einstellungen

Add Security Rules

Add this rule to allow the user to make QRS API calls needed to deliver the reports.

Setting Value
Name
AG_User
Resource filter
User*
Conditions
((user.id=resource.id))
Context
Both in hub and QMC
AnalyticsGate - Quick Start - Reporting Suite - AG User

These settings conern the HUB distribution. If you are a normal Qlik user, use this security rule to allow and distribute to the Reports section.
If you add this rule, no one can see the reports of other users. This rule allows all users to access the Shared Content section to create or delete their own reports.

Setting Value
Name
AG_Shared_Content
Resource filter
SharedContent*
Conditions
((user.name=resource.owner))
Context
Both in hub and QMC
AnalyticsGate - Quick Start - Reporting Suite - AG Shared

These settings affect HUB distribution. If you are a regular Qlik user, use this security rule to allow and perform distribution to Qlik HUB.
This rule allows AnalyticsGate to write and overwrite content in the Shared Content area on behalf of all users.

Setting Value
Name
AG_On_Demand
Resource filter
SharedContent*
Conditions
!user.IsAnonymous()
Context
Both in hub and QMC
AnalyticsGate - Quick Start - Reporting Suite - On demand

These settings are responsible for reading the license.

Setting Value
Name
AG_License
Resource filter
License_*
Conditions
!user.IsAnonymous()
Context
Both in hub and QMC
AnalyticsGate - Quick Start - Reporting Suite - AG License

Enable the user to see “SER” Tag in the QMC for example: “!user.IsAnonymous() and (resource.id=”ABC-1234-ABC-1234-ABC-1234-ABC-1234″ or resource.id=”ABC-1234-ABC-1234-ABC-1234-ABC-1234″)”

Setting Value
Name
AG_Tag
Resource filter
Tag_*
Conditions
((!user.IsAnonymous() and resource.id=“add the ID from SER Tag“))
Context
Both in hub and QMC
AnalyticsGate - Quick Start - Reporting Suite - AG Tag

If want to use automation of reporting please add this rules in Qlik Sense “AG_Scheduler” and “AG_SharedContent”

Setting Value
Name
AG_Scheduler
Resource filter
App_*
Conditions
((user.name=“ser_scheduler“ and user.userDirectory=“INTERNAL“))
Context
Both in hub and QMC
AnalyticsGate - Quick Start - Reporting Suite - AG Scheduler

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