It sounds like you are using section access with data reduction. The data reduction occurs when the user opens the document. If they change the document in the desktop client, modify it and save it, it will be saved with the reduced data only (the other data no longer exists in that copy).
I think the data reduction also strips other user names from the section access table. Therefore, other users will be unable to open the model or see their data until a full reload is performed by the service account.
You can remove data reduction, or limit users changes or live with the need to do a full reload. If you can make the users make changes to a copy of the file, this copy could be copied back to the portal by a super-user or an administrator who can trigger a server reload via EDX or directly from QMC after the copy.
Many thanks for your reply. This indeed looks like this is exactly what is happening. However, I have two more questions
1) After a user has done the changes and the admin account copies it back to the source documents, will it still require a full reload?
2) What if the changes are done by the super user/admin but that account is different than the Qlikview service account which is also an admin user in the qlikview document. Do we still need to make the changes in the copy of the file and then copy it back to the source documents/portal?
It doesn't matter in what order the changes are done or who saves the document to the server, the rules are very simple:
- As soon as someone with Role = USER opens and saves the document in QV Desktop, all data including the SA data is reduced. No super user/admin can magically restore the contents of the document without a reload.
- As long as anyone with role = ADMIN opens and saves your document in QV Desktop, nothing is lost. The SA data will remain and there won't be any data reduction, if the ADMIN user has an empty link field.
IMHO reloading a document whenever you publish a new version is the best approach. This approach even allows you to omit security in the developer zone, and include it on the server only.