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This article provides an overview of how to manage users using Qlik Application Automation. This approach can be useful when migrating from QlikView, or Qlik Sense Client Managed, to Qlik Sense Cloud when security concerns prevent the usage of Qlik-CLI and PowerShell scripting.
You will find an automation attached to this article that works with the Microsoft Excel connector. More information on importing automation can be found here.
Content
In this example, we use a Microsoft Excel file as a source file to manage users. A sheet name, for example, Users, must be added and this must also be provided as input when running the automation. The sheet must also contain these headers: userId, Name, Subject, Email, Roles, Licence, and Flag.
Example of sheet configuration:
If users are to be created the Flag column must be set to create. If users are to be deleted, there's no need to include roles, but Flag must be set to delete.
Add the List Rows With Headers block from the Microsoft Excel connector to read the values that have been configured in the Excel sheet.
When running the automation you must provide input to the automation, this includes the name of the worksheet to read data from. You also need to specify the first and last cell to read data from, as well as if users are to be created or deleted. Example :
Input | Value |
Worksheet Name | Users |
Excel Start Cell | A1 |
Excel End Cell | G5 |
Mode | Create |
The information in this article is provided as-is and to be used at own discretion. Depending on tool(s) used, customization(s), and/or other factors ongoing support on the solution below may not be provided by Qlik Support.
How to manage space membership (users)
Hello @AfeefaTk !
Thank you for this well detailed explanation, well done !
Regarding the Prerequisites I have the following questions :
Instead using Office 365 account is it possible to use Google Sheet.
And my other question is :
Is it possible to manage licences with group of users instead of single users ?
Thank you
Thanks for your feedback.
As for your first question, yes you can replace the Excel file with Google sheet file.
Please find the automation attached to this article (QAA_users_management_google_sheet.json)
I will look into your second query and get back to you.
Thanks
Yes, it's possible to allocate license to multiple users.
Please take a look at the API doc:
You can pass the below json in the post body of the Raw API Request block :
{"add":[{"type":"professional","subject":"qlik\\kalle"},{"type":"analyzer","subject":"qlik\\nalle"}]}
Hope this helps!!
Thanks
Hello @AfeefaTk
I want to thank you a lot for your answer.
About what you said about the following"Yes, it's possible to allocate license to multiple users."
I want to clarify something.
If we create a group of user in active directory.
Then can we allocate licences to this group also ?
Thank you
@random_user_3869 entitlements can only be assigned to users, we do not have and do not plan to have a mechanism for assigning them to a group.
If you wish to automatically assign an entitlement to a user based on their group when they first log in (and their user is created), you could use an automation triggered on new user creation to check the groups brought in with the user, and assign an entitlement if they have a group?
Hello thank you a lot for this reply.
It really helps
Hello @AfeefaTk @DaveChannon ,
Thank you for your insight.
I was wondering if it is possible to do the following in the same automation:
- assign a user or group to a managed space and assign one of the following role in space (Can view, Can edit, Can edit data in apps, or Can consume data)
Ues, you can use blocks from either the QCS connector:
or from the QPO connector:
The list of role names for each space can be found on the API spec at https://qlik.dev/apis/rest/spaces/#%23%2Fdefinitions%2FRoleType and are currently:
Supported roles by space type:
Hello,
I'm setting up this automation next week but i have a question.
Basically it can create an account if if the user hasn't logged in ?
Thank you
Hello @random_user_3869
Users can be created, yes. Please note the following section in the article:
If users are to be created the Flag column must be set to create. If users are to be deleted, there's no need to include roles, but Flag must be set to delete.
All the best,
Sonja