Step 1: Try it out! Download any and all of the components and try them out in a test environment.
Step 2: Use it to define and test your governed self-service model.
Step 3: Migrate your security rules and governed metrics to Production.
Note: iPortal is for use in a non-production capacity for testing and demonstrations.
With Qlik Sense, you have the ability to define guardrails that keep your deployment on the road without limiting the self-service features. With these guardrails, you will be following Qlik Best Practices to provide single source of truth, while maintaining a low-cost solution that provides flexibility to the business.
The first of these we will be using is called iPortal. It is an interface that allows you to impersonate one of the sample users we are loading into this deployment. This allows you to quickly “change roles” to any one of the users in our sample set to see the impacts of the guardrails that define their role. This is extremely important to be able to do in your own deployment as you are setting it up. We’ll be using this interface to log in and out of Qlik Sense as different users.
Next, and most importantly, we have the Settings and Configuration needed to make our deployment rock solid. These settings and best practices have been documented into step-by-step instructions so that you can re-create this environment and see all the steps needed in the context of a deployment.
The other Power Tool we will be using is the Governed Metrics Service Power Tool. It allows you to manage your key metrics from outside of Qlik Sense, and then drive those metrics into Qlik Sense apps that “subscribe” to the metrics they need. The metrics are put into the Master Items library in the Qlik Sense apps, so that they can easily be dragged and dropped into charts and objects by self-service consumers and designers.
Finally, we've provided some Governed Self-Service sample apps to get going.