Implementing Custom Directory In QlikView Server

[Andre_Sostizzo]

For some small deployments and for particular business requirements, a custom directory with custom users managed in QlikView is an alternative option to provide a user directory and an authentication method. This document will provide a step by step guide on implementing authentication and authorization.

The outcome is a custom directory with customer users who are assigned access to specific documents available through the AccessPoint.

For this to be possible, the license deployed needs to have DMS mode enabled. Small Business licenses have this functionality disabled. 

1. Open QlikView Management Console
2. Drill down to Directory Service Connectors, select Custom Directory
3. Click on the + icon on the right-hand side of the page 
   
   
   
   
4. Click on the Get Default icon. The directory can be renamed but will retain the default configuration for the purpose of this guide. 
   
    
5. Accept the default and click Apply at the bottom part of the window. 
   
   
   
   
6. A new Users tab will appear alongside the General tab.
7. Click on the Users tab
8. Click on the + icon
9. Add user qlikUser. Add password and tick on the checkbox to Enable the user. The end users will be able to change their password from the AccessPoint. Group memberships can also be defined from here and groups can be created if necessary. 
   
   

    

10. Click Apply
11. We will now set up the QlikView WebServer to allow for authentication of Custom Users in the Custom Directory. Note that this means the AccessPoint will no longer be able to accept NTLM/Windows authentication.
12. Click on System tab, Setup, and then select QlikView Web Servers to choose your QlikView WebServer. 
13. Navigate to the Authentication tab.
14. Select Custom User
15. Leave the prefix as is.
16. Select Alternate Login page. 
17. Click Apply.
    
    

     

18. Next is to set up the QlikView Server to use DMS authorization under the Security tab
19. Click on System tab, Setup, and then select QlikView Servers to choose your QlikView Server. 
20. Navigate to the Security tab
21. Check Prohibit anonymous
22. Check DMS authorization
23. Click Apply
    
    

     

    
    
    
24. We can now assign a document for a particular Custom User 
25. Navigate to Documents and User Documents
26. Select a document and open the Authorization tab.
27. Click the + icon
28. Choose Named Users
    
    

     

29. Once Named Users was chosen, click the User Icon on the right-hand side. 
    
    
    
    

     

30. Search the User to add and click Add >

    
31. Click OK
32. Then do not forget to click Apply.
33. Test it by going to Access Point. Note that you just type the user name. 
    
    
    
    
34. Documents should be shown below 
     
    

     

    
    
    

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