How to allocate tokens and give access to QlikSense Streams for Excel Uploaded Users

[mpetrone]

Hi,

I have been successful in uploading a group of users via the Excel (ODBC) data connector.  The Excel spreadsheet tabs have these columns:

User tab:

userid                       name

Attributes tab:

userid                       type                        value

When I click on Users from the QMC and search by user directory, I see these entries:

When I click on the information icon for one of the users that was uploaded I see this information.  Note: GROUP

I set up a User Access Rule on the QMC:

My assumption is that when a user is assigned the attribute of group=Brazil, a token will (automatically) be granted when the user logs in.  This is NOT the case.  In order to allocate the token, I have to click Allocate in User Access Allocations in the QMC.  Similar to the User Access Rule, I have the group=Brazil condition in one of the (Brazil) streams.  Again, I was assuming that if the user is assigned the attribute of group=Brazil, they will (automatically) have access to the stream.  That is NOT the case

What am I missing?  How do I get all the users that are uploaded in my Excel spreadsheet allocated a token and added to a stream without manual intervention?

Thank you in advance

Melodie

Chubb

[srm12213]

Hi Melodie Petrone,

Does all the Excel Users belong to any particular group ?

If they have a common attribute setup a User Access Rule to the common attribute.

If they don't have a common group, then add a new column in the excel to create a new group like eg: ExcelUsersgroup or  QlikUsersGroup

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You can also create a new rule based on the "User Directory" in QMC

((user.userDirectory="EXCELODBCUDC"))

Let me know if this works for you

Thank you

Regards

Santosh M

[mpetrone]

Hi Santosh,

In answer to your questions:

Does all the Excel Users belong to any particular group ?   Yes, if you take a look at the screen shots above, you will see 5 users listed.  I expanded the properties of one of the users to show that they belong to the group Brazil.  The same is true for the other 4 users

If they have a common attribute setup a User Access Rule to the common attribute.  See the screen shot above that shows the access rule specifying GROUP=Brazil

If they don't have a common group, then add a new column in the excel to create a new group like eg: ExcelUsersgroup or  QlikUsersGroup.  -  The attributes tab of the spreadsheet shows 3 columns entitled userid type and value.  The TYPE field has the word GROUP and value TYPE.  Do you think I am using those values in the attributes tab correctly?

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I think you can also create a new rule based on the "User Directory" in QMC - Yes, I thought of that, however, I would have to create a new UserDirectory connection for each 'group' of users I want to allocate tokens for.  I.E.  ExcelUsersGroupBrazil, etc.

I know I'm missing something obvious but can't see it

Melodie

[srm12213]

If one user is able to access it then the user access rule which you wrote is working fine.

I have noticed just now in your screenshots that the 4 users status is showing as "Yes" under the Inactive column in the properties and that is causing issue

Please check on that