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QlikView Server and Publisher

Book Description

Written for server administrators, this book guides you step by step through installing, managing, and maintaining QlikView Server and Publisher for your enterprise. It’s the foolproof route to turning information into knowledge.

In Detail

QlikView is the most flexible enterprise Business Intelligence platform for transforming information into knowledge. Users can effectively consolidate relevant data from multiple sources into a single application, create reports, and visualize content for unprecedented business insight using QlikView. QlikView Server allows the nesting of multiple servers for data load balancing and enables users to access data using their PC and mobile devices. QlikView Publisher ensures that the right information reaches the right user at the right time, and gives further centralized administration and management.

Starting with the basics of QlikView Server, this book will show you how to deploy and manage your clustered environment. You will also learn how to share your data using QlikView Publisher.

With extensive practical examples and quality screenshots, the book starts by giving you a detailed understanding of QlikView Server and will proceed to help you get to grips with managing the server. From deploying a simple QlikView Server on a single-box, to an enterprise deployment on multiple servers, to alternative authentication options, you will learn all the areas that you need to know about.

Finally, you will learn how to share and manage your data using QlikView Publisher, which includes discovering the optimal configurations of QlikView. This book will enable you to effectively manage your QlikView Server and Publisher.

What You Will Learn

  • Choose the correct operating system and configuration to run QlikView Server/Publisher
  • Install a basic server and understand how it works
  • Deploy an enterprise class QlikView Server system
  • Install a QlikView Publisher
  • Create tasks with QMC Publisher Components
  • Integrate with third party security platforms
  • Monitor and troubleshoot your implementation
  • Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the files e-mailed directly to you.

    Table of Contents

    1. QlikView Server and Publisher
      1. Table of Contents
      2. QlikView Server and Publisher
      3. Credits
      4. About the Author
      5. About the Reviewers
      6. www.PacktPub.com
        1. Support files, eBooks, discount offers and more
          1. Why Subscribe?
          2. Free Access for Packt account holders
          3. Instant Updates on New Packt Books
      7. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Downloading the example code
          2. Errata
          3. Piracy
          4. Questions
      8. 1. Getting Started with QlikView Server
        1. Supported Windows Servers
          1. Other Windows options that you need to consider
            1. IIS
            2. Authentication
            3. Browser
            4. Internet Protocol
            5. Print spooler service
          2. Windows hardware considerations
            1. Memory
            2. CPU
            3. Ready reckoner
          3. Virtualization
        2. Licensing and Server types
          1. Client licenses
            1. Named User license
            2. Document license
            3. Concurrent license
            4. Usage license
          2. QlikView Small Business Edition Server license
          3. QlikView Enterprise Edition Server license
          4. QlikView Extranet Server license
          5. QlikView Information Access Server license
          6. QlikView Publisher license
        3. Deployment options
          1. Single server
          2. Server/Publisher
          3. Enterprise
        4. Service Oriented Architecture
          1. QlikView Server
          2. QlikView Management service
          3. QlikView Web Server/Settings service
          4. Directory Service Connector
          5. QlikView Distribution Service
        5. QlikView clients
          1. QlikView Desktop Client
          2. QlikView Plugin Client
          3. QlikView Ajax Zero Footprint Client
          4. QlikView iPad App
        6. Summary
      9. 2. Standard Installation Process
        1. Preparing the QlikView environment
          1. Service Account
          2. Microsoft .NET Framework 4.0
          3. Connectivity
          4. Obtaining QlikView software
          5. Confirming installation policies
        2. Installing the QlikView Server step-by-step
        3. Testing the implementation
        4. Summary
      10. 3. Exploring the QlikView Management Console in Detail
        1. Looking at what has been installed
          1. Services
          2. Folders
            1. Extensions
        2. QlikView Management Console
          1. Licensing
            1. Adding and updating licenses
            2. Managing client licenses
              1. Licenses – General
              2. Managing Assigned users
              3. Managing Document licenses
          2. The Root and Mount folders
            1. The QVS folder structure
            2. Create the new Root and Mount folders
            3. Licenses gotcha!
          3. Understanding other QlikView Server settings
            1. Alternate extensions path
            2. Session collaboration
            3. Logging
            4. Security
            5. Alerts
          4. Management Service settings
            1. The General tab
            2. The Repository tab
            3. The Auditing tab
          5. Customize QlikView Web Server settings
            1. The General tab
            2. The Authentication tab
            3. The AccessPoint tab
              1. AccessPoint settings
              2. Server Connections
            4. The Ajax tab
            5. The Web tab
        3. Summary
      11. 4. Managing and Securing QlikView Documents
        1. Securing QlikView Documents
          1. By license
          2. Section Access
          3. NTFS Access Control List (ACL)
          4. Document Metadata Service (DMS)
            1. Enabling DMS
        2. Other Document properties
          1. Document Server settings
            1. Server Objects (collaboration)
            2. Availability
            3. Performance
          2. Document metadata
          3. QlikView Server reload tasks
        3. Using Event Driven Execution (EDX)
        4. Summary
      12. 5. Installing QlikView Server Enterprise
        1. Installing the QMS and DSC service
        2. Testing the services installation
          1. QMC config
          2. DSC config
          3. Server certificates
        3. Establishing the shared folder
        4. Installing the QVS service
        5. Testing the QVS installation
          1. The Settings file
        6. Installing the QDS (Publisher) service
        7. Testing the QDS installation
          1. QDS config
        8. Creating the Publisher folders
        9. Installing the QlikView Web Service on IIS
        10. Testing the web installation
          1. QSS config
          2. IIS settings
          3. Website
        11. Connecting servers to QMS
          1. Directory Service Connector
          2. QlikView Servers
          3. QlikView Distribution Server – Publisher
          4. QlikView Web Server
        12. Summary
      13. 6. Configuring the QlikView Publisher
        1. Exploring QMC Publisher components in detail
          1. System setup
            1. General
            2. Alert E-mail
            3. E-mail Templates
            4. Advanced
          2. Section Access Management
          3. Source Documents
          4. Supporting Tasks
        2. Creating tasks
          1. Reloading a task with manual distribution
          2. Loop and reduce with automatic distribution
        3. Summary
      14. 7. Alternative Authentication and Authorization Methods
        1. Types of Directory Service Provider (DSP)
        2. Enabling DMS authentication and establishing ACLs in the QMC
          1. DMS Authorization options
        3. Configuring Directory Service Providers
          1. Configuring a Configurable ODBC DSP
            1. Configuring the DSP
          2. Configuring a Configurable LDAP DSP
            1. Configuring the DSP
          3. Configuring a Custom Directory DSP
          4. Testing DSPs
          5. Testing Custom Directory authentication
        4. Enabling HTTP header authentication
        5. QlikView ticket authentication
          1. Enable CTE server authentication
          2. Requesting a ticket
          3. Ticket testing of VBScript
        6. Summary
      15. 8. Monitoring and Troubleshooting QlikView Server
        1. Locating and interpreting logfiles
          1. Locating the QlikView Server logs
          2. Locating the Publisher/Reload Engine logs
          3. Locating the Directory Service Connector logs
          4. Locating the Management Service logs
          5. Locating the web server logs
        2. Using QlikView administration dashboards
          1. Configuring and using the QlikView System Monitor application
          2. Using the QlikView Governance Dashboard
        3. Using QlikView power tools
          1. Server Agent
          2. QV User Manager
          3. SharedFileViewer
          4. Other power tools
        4. Reviewing the Windows event logs
        5. Summary
      16. Index