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newqlikie
Creator
Creator

QMC - One document in different Categories

Hello everybody,

is it possible, to create more than one categorie for one document?

I tried to separate more categories with a comma or a semicolon, but it did not work.

The settings are made in QV 10 :

QlikView Management Console -> User Documents -> Document Information

Thanks for any help.

9 Replies
suniljain
Master
Master

You can create more than one categories for one document .  but for that you need to place same document in multiple mounted folder . otherwise , you can not set multiple categories to document of single mounted folder. Regards; Sunil

newqlikie
Creator
Creator
Author

Thanks Sunil,

I still have problems with the mounted folders.

We are unsing Windows Server 2003.

What exactly should we do?

At the moment, we have the QV-files in folowing folders, because of access authorisation:

F:\QlikView\Einkauf

F:\QlikView\GF

F:\QlikView\Controlling

etc.

How shell we mount the folders?

Thanks again for your help.

Regards,  NewQlikie

Peter_Cammaert
Partner - Champion III
Partner - Champion III

NewQlikie,

First make sure that your Document Root Folder is NOT pointing to F:\QlikView or some subfolder in the F:\QlikView tree. Make it point to some other folder, like the default C:\ProgramData\QlikTech\Documents folder. Clean out that one if you don't want the demo documents to appear in your AccessPoint.

Then add a mounted folder for each of the directories Einkauf, GF, Controlling etc. Give them a unique name. These names will appear in the Documents overview and help you in identifying the location of all those copies of the same document.

Note: by default, QlikView AccessPoint won't select a default category. Instead it will show all documents form all categories, causing your original multi-category document to appear three times.

Best,

Peter

newqlikie
Creator
Creator
Author

Hi Peter,

thanks for your response. We tried above mentioned method, but now we have the same document 2 times, but can not add different categories to the document in the management concole.

What have we done wrong?

See how it looks like in the Access Point:

mapped document.JPG.jpg

How should it look like?

The path "//localhost/QlikView/..." is only for our QlikView documents. There is no installation of QlikView in there.

Thanks again,

   regards,

    NewQlikie

Peter_Cammaert
Partner - Champion III
Partner - Champion III

Can you post the Root Folder of your QVS and the mount point directories for both document copies overhere? Thanks.

Peter

Not applicable

Hi,

     Here you need to create two mounted folders and two tasks to make it visible as two reports with different categories in access point.

mount.JPG.jpg

newqlikie
Creator
Creator
Author

Hi together,

I have now a basic question.

Do we need to copy each QlikView-document in different folders to categorize them in different categories?

So we have the same document more than one time? So we need to reload all the copied documents also?

If it is so, it makes no sense for us to present one document in different categories.

Thanks again for your response.

Regards

NewQlikie

Peter_Cammaert
Partner - Champion III
Partner - Champion III

Yes.

A document can be in only one category at a time. If you want to distribute document sets using categories in order to reduce the number of documents for a single user, then you'll have to make document copies.

And every copy must be reloaded. If you have a publisher, you can distribute from a single reload task.

Peter

Peter_Cammaert
Partner - Champion III
Partner - Champion III

BTW did you fix the problem with the categories? You cannot have overlap between Root Folder and mount points. Otherwise you'll see multiple copies in your AccessPpoint, but they all refer to the same single document. And that one will get the single set of properties and distribute them to all AccessPoint "shadow"-copies.

Peter